Event Profile

Go Back

Investing in Data Centers Amid the AI Boom: Separating Signal from Noise

Tuesday, May 19, 2026

CAIA Association invites Members of the CAIA Korea Chapter to join Andrew Hayward for an investor-focused discussion on how AI is reshaping the data center landscape—and what that means for real assets and infrastructure portfolios.

The session frames data centers as resilient, cash-flowing infrastructure while highlighting how AI-driven power intensity is changing site selection, development economics, and tenant risk. We will also cover key risks—including construction execution, sentiment “contagion,” exit liquidity, and regulatory constraints—and discuss practical ways investors can differentiate durable opportunities from more fragile AI-linked business models.

Guest Speakers:

• Andrew Hayward | CFA, CAIA | Partner, Senior IDD Analyst | Real Assets Group | Albourne Partners
• Aniese Park | Senior Client Account Manager | Portfolio Group|  Albourne Partners

Thanks Albourne for sponsoring this event.