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07.45 - 08.45

Networking Breakfast

 
08.45 – 08.50

Official Opening

 
08.50 - 09.00

TMT Finance- Asia Deal Talk

 

by Yedda Wang, Asia Editor, TMT Finance

09.00 – 09.15

Visionary Keynote Speech

 
09.15 – 09.30

Visionary Keynote Speech

 
09.30 - 10.10

TMT Leadership Panel - Who is leading investment strategy and digital growth?

 

TMT Industry leaders discuss the latest investment strategies and changing telecoms and tech business models, and highlight the opportunities and challenges for the future.

• How is the TMT sector changing in Asia and where are the opportunities for growth in 2018?
• What do you see as the most important disruptive innovation and technology for the sector?
• What is the likely impact of consolidation and M&A?
• What do future investment strategies look like for 4G, 5G and new networks and services?
• What are the next best regional opportunities for investment, joint ventures and partnerships?

10.10 – 10.25

Visionary Keynote Speech

 
10.25 - 11.00

Media and Content Panel – Who is leading investment in Media and Content

 

Leaders from media, content and broadcast companies discuss the latest growth and investment strategies, and opportunities for partnerships and consolidation.

• Who is best placed to deliver content and services, and which business models are working?
• How is the Media sector changing in Asia and Globally and where are the growth opportunities?
• What are the best routes to raising capital and where are opportunities for M&A?
• How are new technologies such as VR/AR/MR transforming the industry?
• Which subsectors and regions are seeing more deal activity and why?

11.00 - 11.30

Networking Break

 
11.30 - 12.05

TMT M&A Panel – Who is leading investment strategy?

 

Leading M&A executives, investors senior advisers discuss the next wave of transactions and assess the best strategies for complex deals.

• Who is leading investment in Asia TMT and how is the market changing?
• Which trends and subsectors are driving transactions in Asia in 2018?
• Where will technology and convergence drive deals?
• How will financing, valuations and regulation affect transactions in 2018?
• Will we see more outbound investments or M&As from Asian companies in 2018?

12.05 – 12.20

Visionary Keynote Speech

 
12.20 - 13.00

Mobile Towers and Infrastructure Panel – How are mobile infrastructure portfolios developing in Asia?

 

TMT infrastructure leaders, investors and advisers asses the current state of the wireless tower and infrastructure market, and discuss the next wave of investment and opportunities.

• Telco carve-outs and towerco consolidation – how is the Asian market transforming?
• Greenfield opportunities – which markets and infrastructure are most attractive?
• Optimising infrastructure management and financing – what are the challenges?
• M&A – which deals will we see in the pipeline and where?
• Assessing ROI for ownership and partnerships for next generation networks and services

13.00 - 14.00

Networking Lunch

 
14:00-14:50

Breakout Sessions

 

Each breakout session takes place in a private room led by an industry expert. Chatham House Rules Apply. Choose from 5 options.

Option 1

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

 

Financing heads, investment bankers and investors assess evolving trends in Asia’s debt and equity markets.

• Acquisition, LBO and capex financing – how are pricing and conditions changing?
• Emerging trends and structures – which companies are leading the way?
• Financing Innovation – what’s the business case for 5G and new technologies?
• Equity Capital Markets – what’s the 2018 outlook?
• Scaling up – how can high growth tech companies improve access capital?

Option 2

Investing in Datacentres and Cloud – Who is leading the next wave of investment and consolidation?

 

Datacentre and Cloud company leaders and investors discuss how investment strategies are developing and how consolidation will affect the market

• Which geographies offer the best investment opportunities for 2018?
• How are business models and revenue streams changing?
• Who is best placed to lead investment and consolidation regionally and globally?
• What price is financing and what are the best options to raise it?
• Carve-outs v greenfield – where are the opportunities for investment in Asia?

Option 3

Innovative Digital Platforms – where is the new growth?

 

Industrial leaders in the digital economy discuss growth strategies and assess investment opportunities

• How are business models and revenue streams developing?
• Where are the opportunities for new growth and expansion?
• Who is providing the most disruptive technologies or business models?
• How is the financing environment changing and how can tech companies access capital?
• Will consolidation be likely to happen in 2018? Who are the consolidators?

Option 4

Fintech, Mobile Banking and Payments – How will financial services, money transfer and payment businesses develop in 2018?

 

Investors, portfolio owners and industry executives predict the next game changing disrupters and highlight key players best positioned for future consolidation.

• Who is offering the most successful platforms and services?
• What is the biggest growth opportunity for Fintech businesses in 2018?
• Which technology or business models will disrupt and reshape the industry?
• Consolidation, M&A and IPOs: where are the opportunities?
• Where are the opportunities for new investments and partnerships?

Option 5

IoT Investment Strategies – Who is leading revenue growth in TMT?

 

Industry leaders and investors from the TMT and IoT sectors assess the most successful IoT companies and strategies for generating revenue

• How are investments and transactions impacting the sector?
• What are the latest business models and tech developments?
• What are the spectrum and connectivity requirements telco will have to provide?
• How can telcos create new revenues streams in consumer IoT?
• What are the valuations, trends and future predictions for the sector?

14.50-14.55

Changeover

 
14.55- 15.45

Breakout Sessions

 

Each breakout session takes place in a private room led by an industry expert. Chatham House Rules Apply. Choose from 5 options.

Option 1

Digital Transformation – Which digital investment strategies are most successful?

 

Telecom leaders highlight strategies for digitization, investing in new digital business models, and transformational growth opportunities.

• How are digital transformation strategies developing?
• Who is leading the way from a telecom operator perspective?
• What is the impact on business models and growth targets?
• Which technology has the most impact?
• Where are the opportunities for investment, M&A and partnership?

Option 2

Asia Broadband Infrastructure – Enabling the next generation of high speed connectivity

 

Leading operators and investors of fibre, satellite, subsea and high-speed broadband networks discuss opportunities for new investment and assess how the market is developing in Asia

• Build vs Buy – where are the opportunities?
• How is the role of fibre networks in telecom and mobile services changing?
• Who is leading the way in fibre and how do business models differ?
• M&A and financing – how is the cost of capital and appetite for investment shifting, and where are the opportunities for private equity and infrastructure funds?
• Where are the opportunities for IPO and how are the valuation benchmarks changing?

Option 3

Investing in Innovation – Data Analytics, Machine Learning and Artificial Intelligence

 

Leaders from innovative technology providers and investors discuss growth strategies and investment opportunities

• Which companies and investors are leading the way in Data Analytics, Machine Learning and Artificial Intelligence?
• Which technologies are leading the way and are most commercial viable?
• How are business models and revenue streams developing, and what will valuations look like in the coming years?
• How will data analytics, machine learning and AI impact other sectors in TMT, and Where are the partnership opportunities?
• How is the financing environment changing in this space?

Option 4

Asia Telecom M&A strategies – How are telco investment plans developing?

 

Industry executives and advisers discuss how telecom investment strategies are changing in the newly converged and digitalised environment.

• The future telco – what will it look like? How is that impacting M&A?
• What are the key drivers affecting Asia Telecom M&A deals?
• Who are the buyers? Which markets and countries still offer deal opportunities?
• How is access to financing changing? How is that affecting deal flow?
• Which vertical investment or convergence strategies are most effective?

Option 5

IT Services and Software – who is leading investment?

 

Leaders of IT Services and Software providers discuss growth strategies and assess investment opportunities

• Which companies and investors are leading the way in IT service and software?
• How are business models and revenue streams developing?
• Consolidation, M&A and IPOs: where are the opportunities, what are the key drivers and who are the main players?
• How are the valuation benchmarks and financing environment changing?
• Which technologies are affecting the industry and offering opportunities?

15.45 – 16.15

Networking Break

 
16.15 – 16.30

Visionary Keynote Speech

 
16.30 - 17.05

Digital Asia – Who will lead the next wave of growth in Asia?

 

Leading industry executives and investors from Asia’s digital economy discuss business development strategies, investment and partnership opportunities.

• Who is leading investment in online and digital services, in Asia and globally?
• How are business models and revenue streams developing?
• Where is M&A and investment most likely to occur, and why?
• What are the most disruptive technologies, and which offer the most potential for success?
• Cross border investment: which markets are attractive for Asian TMT buyers?

17.05 – 18.00

Future TMT Leaders and TMT Superstar Award

 

Asia’s top 5 private TMT companies highlight their growth strategies with a panel of Expert Judges selecting the most exciting for the TMT Superstar Asia Award

Featuring: 5 x TMT Industry CEOs + 5 Expert Judges from Finance and Advisory.

Nominate here

18.00 - 20.00

Networking Drinks and Canapés