Programme

TMT Finance Asia 2017 Programme

February 16 2017, Marina Bay Sands, Singapore

08.00
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08.45
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Registration and Networking Breakfast
09.00
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09.05
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Official Opening Welcome
09.05
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09.15
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TMT M&A Deal Update and Outlook for Asia in 2017 by TMT Finance
09.15
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09.30
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Visionary Keynote Speech - Suresh Sidhu, CEO, edotco Group
09.30
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10.10
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TMT Leadership Panel - Who is leading investment and digital growth across the Asia region?
  • TMT industry leaders discuss growth strategies for telecom, media and technology companies, the impact of consolidation, and highlight opportunities and challenges for the future. 

    - How is the TMT sector changing in Asia and where are the opportunities for growth in 2017? 
    - How are business models developing, and what does this mean for future investment?
    - What are the next best regional opportunities for investment, joint ventures and partnerships?
    - What do you see as the most important disruptive innovation and technology for the sector?

    Chaired by Amit Sinha, Managing Director, Global Head of TMT Corporate & Investment Banking, DBS Bank 

    Speakers 
    Indra Utoyo, CSO & CEO Digital Service, Telkom Indonesia
    Nicholas Swierzy, Strategic Advisor to the Group CEO, Axiata 

    Suresh Sidhu, CEO, edotco Group

10.10
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10.50
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TMT M&A Panel – How will mergers and acquisitions change the Asian TMT market?
  • Leading M&A Heads, Investors and Advisers discuss the next wave of transactions and how they will impact the market. 

    - Which TMT sub-sectors will lead consolidation and M&A volumes in Asia in 2017?
    - How will financing and valuations affect transactions in 2016-2017?
    - Where will technology and convergence drive deals?
    - Will we see more outbound investments or M&As from Asian companies in 2017?
    - How best to manage risk and regulation issues?

    Chaired by Sophie Mathur, Partner, Linklaters

    Speakers 
    Ajinkya Mukhopadhyay, Director, Head of International M&A, Telstra
    Calvin  Zhang, MD, Head of Telecoms & Media Investment Banking of Asia Pacific, JP Morgan 
    Piyush Gupta, Managing Director, Head of Southeast Asia and India TMT, Deutsche Bank

10.50
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11.20
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Networking Break
11.20
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11.35
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Visionary Keynote Speech by Annalisa Di Chiara, Vice President-Senior Credit Officer, Moody’s Investors Service
11.35
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12.15
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Mobile Infrastructure Panel – How are portfolios and business models developing in Asia?
  • Mobile infrastructure leaders, investors and advisers discuss how the mobile infrastructure market is changing in Asia and look at where the next wave of investments and opportunities are. 

    - What are the next big investment opportunities in the Mobile Towers space in Asia? 
    - Assessing business models for sale and leaseback of mobile towers
    - Optimising Infrastructure management and financing
    - Assessing ROI for ownership of next generation networks and services

    Chaired by Enda Hardiman, Managing Partner, Hardiman Telecommunications

    Speakers 
    Suresh Sidhu, CEO, edotco Group

    Amit Sharma, Executive Vice President and President, Asia, American Tower
    Steve Weiss, CFO, Protelindo

12.15
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12.30
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"Overcoming the challenges of Blockchain" by Scott Thiel, Head of Global Technology Sector Initiative, DLA Piper
12.30
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13.15
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Media and Convergence – Delivering content and leveraging the network
  • Leaders from media, cable and satellite TV operators, content producers and investors discuss growth strategies and assess partnership and investment opportunities. 

    - What are the best strategies for delivering profitable content in the new converged digital ecosystem? 
    - Strategies for OTT for Box to Screen
    - How can content providers collaborate with operators and service providers? 
    - Where do investors see value and upside, and what are the likely disrupters?
    - What impacts M&A? How will consolidation affect markets across Asia? 

    Chaired by Saahil Malik, Associate Partner, Oliver Wyman

    Speakers 
    Guillaume Sachet, EVP & Head, Strategic Planning, Mediacorp
    Krishnan Rajagopalan, Co-Founder & Chief Content & Distribution Officer, HOOQ (a Warner Bros, Sony Pictures & Singtel JV)
    Shalu Wasu, Managing Director, Eleven Sports Singapore

13.15
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14.15
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Networking Lunch
14.15
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15.15
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Peer to Peer Round Tables Session 1
  • Each session will be led by an industry expert. Chatham House Rules Apply. Positions are limited and allocated on a first approach basis.

  • Financing TMT – How are debt and equity financing options changing?

    Finance leaders, investment bankers, investors and executives assess the financing options, trends and opportunities for Asia’s TMT sector. 

    - Accessing debt and equity capital markets locally and internationally
    - Acquisition financing, High Yield and LBOs: assessing pricing, ratings and risk
    - How is the cost of capital changing? How will liquidity effect the market?
    - Vendor and Project Financing, Private Equity and Public Investment
    - Regional and Global impacts on financing: telco credit ratings methodologies

    Chaired by Arjun Soota, Independent Adviser 

    Speakers
    - Amit Sinha, Managing Director, Global Head of TMT Corporate & Investment Banking, DBS Bank
    - Krishna Suryanarayanan, Managing Director, Head of Structured Finance TMT Asia, ING Bank
    -Stanislas de Tinguy, MD & Head of Financing TMT sector APAC, BNP Paribas
    -Sherzad Desai, Head of TMET, Asia Pacific, ANZ
    -Robert Wallin, Executive Director, Customer Financing Solutions Dept, Huawei

  • M2M and the Internet of Things – How is the market developing and who will lead growth?

    Telecom operators, technology leaders and financiers discuss the rapidly changing market and the next wave of investment and partnership opportunities. 

    - How is the IoT ecosystem developing? What are the key growth drivers?
    - What is the role of operators and technology providers? How are business models and revenue streams developing? 
    - What are the key trends in M&A, financing and PE investments in IoT? 
    - Where are the opportunities for partnership and investment?
    - What can be the challenging issues for the development of IoT? 
    - How will AI transform IoT? 

    Chaired by Eamon Holley, Legal Director, IPT, DLA Piper

    Speakers 
    Mikael Lindholm, Head of Asia-Pacific, Telenor Connexion
    - Ananda Sen Gupta, Partner, Xona Partners
    - Roswell Wolff, President APAC, Sigfox

     

  • Asia Telecoms – Who is leading investment? How are growth strategies changing?

    Telcos, tower operators, investors and key service providers and suppliers discuss the latest investment strategies and operational opportunities & challenges. 

    - Which telcos have the most successful business models in Asia?
    - What are the key revenue, profitability and growth drivers? 
    - How is the mobile infrastructure market in Asia developing? 
    - Consolidation in Asian towers - how is M&A shaping the sector? 
    - How will access to finance effect investment and strategy? 
    - Which markets offer the next best opportunities?

    Chaired by Annalisa Di Chiara, Vice President-Senior Credit Officer, Moody’s Investors Service

    Speakers 
    - Ying Liang, SVP, Strategic Business Development, PCCW GLOBAL

    - Mohamad Iwan, CEO & COO, KIN Towers

    - Nicholas Swierzy, Strategic Advisor to the Group CEO, Axiata
    - Saif Amin, Director Structured Finance, TMT Asia, ING

  • eCommerce Asia – Who is leading investment and provision of eCommerce services for Asia?

    Leaders and investors from Asia’s e-commerce sector discuss the latest investment strategies and operational opportunities & challenges. 

    - Which digital platforms and service providers are most effective?
    - Which payment systems are most effective and how are payments being protected?
    - Where are the opportunities for new investment and partnerships?
    - Where do investors see value and upside, and what are the likely disrupters? 

    Chaired by Aayush Jhunjhunwala, Director-Asia Pacific TMT, Citi  

    Speakers 
    -Victor Chua, Investment Director, Gobi Partners; Board Member, Favful & Nuren Group

    -Michael Cluzel, Co-founder & CEO, eatigo

  • Asia TV, Video & Content - How are OTT and Mobile Video transforming the Asian media landscape? 

    Media and content leaders and investors discuss how Digital TV and Video offerings in Asian markets are transforming and disrupting the industry.

    - Which companies are most successful in delivering content in Asia? 
    - How is the market changing and which are the most successful business models ?
    - Partnership Models - Strategies for working with telcos, media companies and OTTs
    - Which companies will be the next major media disrupters? 
    - Can online TV and Pay TV co-exist?

    Chaired by Diptendu Mitra, Director, Global Strategy Group, KPMG Singapore

    Speakers 
    -Mayank Gandotra, Head-Business Alliance and Development, Times Internet

    -Krishnan Rajagopalan, Co-founder & Chief Content and Distribution Officer, HOOQ
    -Shalu Wasu, Managing Director, Eleven Sports Singapore

    -Gaurav Yadav, Vice President Structured Finance, TMT Asia, ING

15.15
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16.15
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Peer to Peer Round Tables Session 2
  •  
  • Private Equity and Venture Capital – How are opportunities and investments developing across TMT? 

    Private equity and venture capital investors active in TMT in Asia discuss current and future investments and targets.

    - Telecoms and Media
    - IT Services and Tech
    - Digital Economy
    - How are capital raising conditions changing? 
    - Which are the most likely routes to exit?

    Chaired by Sachin Gupta, Independent Analyst & Adviser

    Speakers 
    Peter Cheng, Executive Director, Co-Head of Technology Corporate Finance, North Ridge Partners
      
    Kuo-Yi Lim, Managing Partner, Monk's Hill Ventures
    Ryu Hirota, Principal, IMJ Investment Partners  
    - Abihinav Goswami, Vice President, Investments, SBI Ven Capital

  • Innovative technologies - Virtual Reality and Augmented Reality

    Leaders from innovative technologies and investors will discuss growth strategies and investment opportunities

    - How will VR, AR transform the TMT industry? 
    - How are business models and revenue streams developing? 
    - What are the valuation benchmarks for these companies? 
    - What are the challenges or hurdles for these businesses to grow?
    - How to explore the opportunities of applying VR/AR to platform business?

    Chaired by Vitaliy Nechaev, 360/VR Film Director, VOSTOKVR

    Speakers 
    Masaya Mori, Executive Officer, Rakuten Inc; Global Head, Rakuten Institute of Technology 
     

    Beatrice Lee, CEO, BSI VR

    - Parveez Nasaym, CEO, Xenium Digital  
    - Irwin Loh, Chief Business Officer, VizioFly 
     

  • Subsea Cable and Satellite  – Where are the opportunities for growth across the region?

    How are investment and financing opportunities developing in the subsea cable and satellite sectors in Asia?

    - What is driving current and expected undersea cable and satellite investment across Asia? How does this differ by country/region?
    - Where do you see consolidation activity in the FSS sector?
    - How do you see satellite financing evolving? 
    - How do investors/financiers evaluate the economics of privately owned and consortium/telecom owned undersea cable projects? How important are pre-build capacity deals?
    - What are the main investment and financing tools being used in satellite and subsea cable?

    - How are governments participating and what are the key regulatory issues in satellite and subsea cable?

    Chaired by Enda Hardiman, Managing Partner, Hardiman Telecommunications

    Speakers 
    - Cyril Annarella, Executive Director and Co-Founder, Kacific Broadband Satellites

    - Bertrand Guiot, Head of Global Infrastructure & Projects, Australia, Natixis

    - Dominic Richards, Asia Telecom, Credit Agricole 
    - Aryono Aryono, Business Development Director - Asia, Newtec Asia Pacific

     

  • Fintech Asia - Who is leading investment in Asian Fintech? 

    Trends in FinTech and the opportunities for investment - Industry and finance leaders discuss the latest opportunities in Fintech and assess how the market is developing.

    - Which regions in SE Asia are more favourable to investment?
    - Payments, RegTech, Data analytics - an overview of the ever developing sub-sectors of FinTech
    - Which companies are offering the most successful platforms and services?
    - How are financial institutions and regulatory responding to the changes in Fintech?
    - Where are the opportunities for new investments and partnerships?
    - How will mergers, acquisitions and IPOs affect the Fintech market in 2017?

    Chaired by Adrian Fisher, TMT Counsel, Linklaters  

    Speakers 
    - Paolo Azzola, Managing Director & COO, PayMaya Group
    Lito Villanueva, Managing Director, FINTQnologies
    Eric Barbier, CEO & Founder, TransferTo
    Raghav Kapoor, Co-Founder, CEO, Smartkarma
    - Lon Wong, Founder & CEO, Dragonfly Fintech

  • Investing in Digital Innovation What will drive the next wave of growth?

    TMT innovation leaders and investors assess the next wave of opportunities and business model shifts for digital communications and media.

    - How are telecom and media companies managing the shift to digital? 
    - How does AI impact the telecom business and the digital companies? 
    - Which digital sectors are attracting the most market interest and investment?
    - How are digital business models transforming the TMT landscape? 
    - What is the best way to build an effective innovation portfolio based on acquisitions, investments, partnerships, sourcing and building?

    Chaired by Joydeep Chakraborty, Director of TMT, UBS

    Speakers
    Roger Yuen, Chairman & Co-founder, ViSenze 
    Dayu Dara Permata, VP, Go-Jek, Go-Life
    - Shaun Heng, CEO & Co-Founder, Eatsy 
    Victor Alexiev, Chairman, Innovator.sg

16.15
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16.45
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Networking Break
16.45
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17.20
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Enterprise Cloud and Datacentres– Regional opportunities for investment
  • Telecom operators, datacentre operators and web hosting companies highlight the latest strategies and opportunities in regional enterprise cloud and hosting services. 

    - Who is best placed to provide enterprise connectivity and services?
    - Where are opportunities for new investment and partnership?
    - Who is capturing growth of the global cloud computing market?
    - What M&A activity has taken place in this space? What are the valuation benchmarks and likely future deals?

    Chaired by Ananda Sen Gupta, Partner, Xona Partners

    Speakers 
    John Slater-Foley, Principal Consultant, BT Global Services
    Ricky Chau, Vice President, APAC, Level 3 Communications
    Robin Khuda, Founder and CEO, AirTrunk

17.25
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18.00
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Digital Asia – Who will lead the next wave of growth in Asia?
  • Leaders from Asia’s digital economy and internet investment sector reflect on the day's discussions and discuss key next steps for driving investment and new services. 

    - What are the most important disruptive technology developments to leverage?
    - Who is leading investment in Asia internet, mobile and ecommerce? 
    - Where is M&A and other investments most likely to occur, and why? 
    - How can investment in infrastructure be sustained to keep up with demand?

    Chaired by Gautam Saxena, Independent Adviser

    Speakers 
    Hanno Stegmann, CEO, Asia Pacific Internet Group (a Rocket Internet and Ooredoo JV)
    Muhamad Fajrin Rasyid, Chief Strategy and Financial Officer, Bukalapak
    Reuben Lai, Group Head of Business Development, Grab Holdings
    Hamish Stone, CEO, iCar Asia
    Alap Bharadwaj, Head of Industry - Apps, Commerce, Entertainment, Emerging Asia, Google

     

18.00
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20.00
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Networking Drinks