Transforming tomorrow: Trends shaping data centers and AI

Daniel McCormack

Head of Research – Client Solutions Group

• Joined Macquarie in 2005
• Based in Frankfurt

Daniel leads Macquarie Asset Management’s (MAM’s) Research Team, which produces research on real assets, listed equity and listed debt markets, and the energy transition. The team also provides regular macroeconomic views to clients and the firm’s investment teams and oversees the economic forecasts and assumptions that go into the firm’s acquisitions and asset management activities. Daniel regularly appears in the media, including on Bloomberg, BBC, and CNBC, and he publishes articles in leading industry publications. Prior to joining the firm, he spent 10 years as a sell-side equity market strategist and economist in London, Hong Kong, and Sydney. Daniel has a Bachelor of Economics (Honours) from the University of Queensland, Australia, and a Bachelor of Laws degree from the Queensland University of Technology. He holds the Chartered Financial Analyst® designation.

Alex Kubicek

Portfolio Manager / Analyst

Alex Kubicek is a Portfolio Manager/Analyst in Macquarie's Global Listed Real Estate team, based in Chicago. Mr Kubicek commenced in the investment industry in 2017 when he joined Robert W. Baird’s sell-side equity research team. On the sell-side, Mr. Kubicek initially helped cover US-listed real estate securities with a focus on Healthcare and Residential REITs. In 2020, Mr. Kubicek transitioned to support the coverage of Lodging REITs and Global Hotel Brands under a respected industry veteran. Mr. Kubicek joined the Global Listed Real Estate team in October 2021. Mr. Kubicek has a Bachelor of Financial Analytics and Business Intelligence from Creighton University, where he graduated Summa Cum Laude. Mr. Kubicek is a CFA Charterholder.

Harry Vickers

Customer Solutions, MAM Green Investments

• Joined Macquarie in 2018
• Based in London

Harry is a Senior Vice President of Customer Solutions for MAM Green Investments, responsible for originating opportunities for MAM and our portfolio companies to partner with more than 300 global corporates. Building upon these relationships, Harry, and his team, work with portfolio companies to help these blue-chip corporates achieve their ambitions by providing decarbonization solutions such as power purchase agreements, carbon offsets, and electronic vehicle charging stations.

Prior to joining the firm, Harry worked for Lightsource Renewable Energy as a Development Manager.

Harry has participated in political and environmental campaigning, advocating for greener solutions and sustainability. He sits on the Renewable Energy Association’s Policy Board in the UK.

Harry received a Bachelor of Arts (Honors) in history and politics from the University of Nottingham on a scholarship from the British Army. As his awareness of anthropogenic climate change increased, Harry furthered his ambitions and changed his focus leading him to complete both a Master of Environmental Science and Management and a Graduate Program in Management Practice courses at the University of California. His thesis on carbon offsets formed the basis of a book for a United Nations Conference of the Parties (COP) in 2012.

Anton Moldan

Head of Digital and Communications Infrastructure – Americas

• Joined Macquarie in 2006
• Based in New York

Anton is a Senior Managing Director and Head of the Digital and Communications Infrastructure sector for Macquarie Asset Management (MAM) in the Americas, responsible for sourcing and evaluating acquisition opportunities as well as asset management. Since joining the firm, he has served as a Director and Asset Manager for MAM’s industrials portfolio investments across North America, Australia, and the UK.

Anton is currently a Director on the boards of altafiber, Aligned Data Centers, Netrality Data Centers, Bluebird Networks, Pavlov Media, and Mexico Tower Partners.

Anton has a Bachelor of Commerce, with a major in finance and minors in accounting and economics, from the University of Sydney.