Thibault Contat Desfontaines | Co-Head of Infrastructure Equity Europe
UBS

Thibault Contat Desfontaines, Co-Head of Infrastructure Equity Europe, UBS

Thibault is Co-Head of the Infrastructure Equity Europe team, a business which forms part of Global Real Assets (GRA) within UBS Asset Management (UBS AM). Based in London, Thibault is responsible for originating, executing and managing direct investments in infrastructure, as well as responsibilities in fund raising, in Europe. He is also a member of the UBS AM Global Investment Committee of Infrastructure Equity. Thibault is a Director at the Board of Altitude Infra THD (the leading fiber FTTH developer and operator in France) and a Director at the Board of Datum Datacentres (a colocation data center platform in the UK). Prior joining UBS Asset Management in August 2017, Thibault spent three years in the M&A team of Nomura in London, three years in the Power, Utilities & Infrastructure team of Morgan Stanley in London, and five years in the M&A team of Rothschild & Co in Paris. Thibault has extensive investment banking experience within the infrastructure sector, advising various infrastructure funds on acquisitions and disposals. He has particular expertise in Digital Infrastructure, and broad experience in M&A, equity and debt financing.

Appearances:



Connected Britain 2026 - Day 2 @ 12:00

The AI bubble: Are we overthinking the infrastructure boom?

  • With the current rush to build data centres, what’s based on long term demand or short-term hype? 
  • As AI models become more efficient, could fewer, more intelligent data centres be the answer? 
  • How should investors and operators assess the risk of overcapacity in a rapidly changing market? 
  • How can the industry course correct if overcapacity is apparent? 
last published: 28/Aug/26 13:15 GMT

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