Programme

08.00
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21.00
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TMT Finance Europe 2016 (Munich, October 18)
  • Investment strategies for the future of communications and media in Europe

08.00
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08.45
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Networking Breakfast
08.45
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9.00
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Official Opening
  • By Ben Nice, Editor, TMT Finance

09.00
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09.15
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Market Outlook - TMT M&A activity in Europe in 2016
  • By Auri Aittokallio, Reporter, TMT Finance

09.15
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09.30
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Keynote Speech
  • by Orestis Omran, Counsel, Dentons Europe

09.30
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10.10
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TMT Europe Leadership Panel – Who is leading investment and digital growth across Europe?
  • TMT Industry leaders discuss growth strategies for telecom and media companies, the impact of consolidation, and highlight opportunities and challenges for the future.
    - How is the TMT sector changing in Europe and where are the opportunities for growth?
    - What investment in infrastructure is needed, and who should pay?
    - How can regulation facilitate growth? What changes are need regionally and nationally?
    - Who is best placed to deliver content and services?
    - How are business models changing, and what does this mean for future investment?

    Chaired by Orestis Omran, Counsel, Dentons Europe

    Speakers
    Lars Nordmark, Group CFO, Tele2
    Nikolai Beckers, CEO, Bakcell Ltd
    Kateřina Pospíšilová, CSO, O2 Czech Republic

10.10
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10.25
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Keynote Speech
  • Financial opportunities and risks within the Internet of Things, By Frank Maaø, Senior Vice President, TMT Sector at DNB

10.25
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11.00
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TMT M&A Panel – How will mergers and acquisitions change the European TMT market?
  • Leading M&A Heads, Investors and Advisers discuss the next wave of transactions and how they will impact the market.
    - Who will lead consolidation in Central and Eastern European?
    - Assessing regional opportunities for investment, JVs and partnership
    - Media and Convergence – impact on transactions
    - Financing, Valuations and the Return of Private Equity
    - Regulation and Risk – managing and mitigating
    - Restructuring and disposals

    Chaired by Timo Engelhardt, Corporate Partner, Linklaters

    Speakers
    Philipp Meier-Scherling, MD, Head of EMEA Telecoms, Deutsche Bank
    Roland Haidner, Head of M&A, Telekom Austria
    Vladislav Ratajac, Group Vice President - Corporate Development / M&A, SBB Telemach
    Gulfraz Qayyum, Managing Director, TMT EMEA, Citi

11.00
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11.35
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Networking Break
11.30
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11.45
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Keynote Speech tba
11.45
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12.15
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Media and Convergence Panel – Delivering content and leveraging the network
  • Leadership from media, cable and satellite TV operators and investors discuss their growth strategies and asses partnership and investment opportunities
    - Media and convergence – Delivering profitable content and leveraging the network
    - How can content providers co-operate with operators and service providers?
    - What impacts M&A? - How will consolidation affect markets across Europe?
    - Where do investors see value and upside, and what are the likely disrupters?

    Chaired by Louis Kenna, Managing Director, LionTree

    Speakers
    Marek Szydłowski, General Counsel, TVN Group
    Simin Lange, Senior Vice President Commercial Distribution, Sky Deutschland
    Gregg Oldfield, CEO, Engage Sport Media
    Ying Liang, SVP Europe, PCCW GLOBAL

12.15
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13.00
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Hosting Cloud and Datacentres – Who is leading investment in Europe? Where are the opportunities for investment and expansion?
  • Leaders from Enterprise Cloud infrastructure and service providers - including telcos, datacentre operators and web hosting companies - highlight the latest strategies and opportunities in rapidly growing and consolidating markets.

    - Who is best placed to provide cloud infrastructure 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 Dr Katharina Scheja, Partner, Dentons

    Speakers
    Catherine Birkett, CFO, Interoute
    Tony van den Berge, Leader Enterprise Segment EMEA, Amazon
    Greg Hyttenrauch, Group Director Cloud & Hosting Services, Vodafone
    Rupprecht Rittweger, CEO, e-shelter

13.00
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14.00
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Networking Lunch
14.00
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14.45
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Peer to Peer Round Tables - Session 1
  • Each round table takes place in a private room led by an industry expert. Chatham House Rules Apply.

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

    Leading TMT Investment Bankers highlight critical new opportunities and trends
    - Bringing borrowers and debt investors together
    - Acquisition financing, High Yield and the return of LBOs: assessing pricing, ratings and risk
    - Buy-side perspective: what matters for institutional loan & bond investors?
    - Regional and Global impacts on financing: telco credit ratings methodologies

    Chaired by Bruno Pezy, MD, Global TMT Group, Credit Agricole

    Speakers
    - Benoît Tanguy, MD, Global Co-Head of TMT Finance, Société Générale
    - Michiel Strater, EMEA Head of Telecom & Media, ING Bank
    - Florian Glinz, Head of TMT / Acquisition, Project & Structured Finance, Raiffeisen Bank

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

    - How are digital business models transforming the TMT landscape?
    - Which digital sectors are attracting the most market interest and investment?
    - How to build an effective innovation portfolio based on acquisitions, investments, partnerships, sourcing and building

    Chaired by Frank Maaø, Senior Vice President, TMT Sector, DNB

    Speakers
    - Robert Erdmann, Head of New Business, Telefónica Germany
    - Dr. Michael Daldrup, Managing Director, Blue Tree Group
    - Tobias Jaeger, Managing Partner, AXIOM Venture Capital

  • Emerging Market Risks – How is risk assessment and protection of M&A changing?

    - Protecting against geopolitical risk - What are the new regional challenges?
    - Regulatory risk - What are the next key developments for national and regional regulators in TMT
    - Stakeholder Risk - Working with key stakeholders and selecting local partners
    - Credit Risk - How are new financing options changing?

    Chaired by Eduard Danielyan, Senior Investment Officer, IFC

    Speakers
    - Alexander "Sasha" Galitsky, Co-founder and Managing Partner, Almaz Capital
    - Yann Burtin, Senior Telecom Officer, MIGA, World Bank Group

  • Investing in Gaming – How is the market developing?

    - Who are the key players in digital gaming?
    - How is the market developing?
    - What new investments, financing and M&A activity is taking place?
    - Where do investors see value and upside, and what are the likely disrupters?

    Chaired by Auri Aittokallio, Reporter, TMT Finance and Joseph d’Arrast, Reporter, TMT Finance 

    Speakers
    - Christopher Kassulke, CEO, HandyGames
    - Saad Choudri, Chief Commercial Officer, Miniclip
    - Jens Knauber, COO, Aeria Games

  • Datacentres and Cloud - Who will lead growth and consolidation?

    Datacentre and Cloud Hosting leaders and investors discuss how investment strategies are developing and how consolidation will affect the market
    - How is the datacentre and cloud market developing globally?
    - Who is leading consolidation and expansion
    - Assessing business models and valuations

    Chaired by Konrad Berger, TMT Counsel, Linklaters

    Speakers
    - Michał Grzybkowski, CEO, Beyond
    - Ying Liang, SVP Europe, PCCW GLOBAL
    - Oliver Menzel, CEO, Maincubes
    - Stefan Franssen, Partner, investment42

     

14.50
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15.45
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Peer to Peer Round Tables - Session 2
  • Each round table takes place in a private room led by an industry expert. Chatham House Rules Apply.

  • Monetising Sports Content – How are ownership and investment strategies developing?

    - Who is best placed to own and distribute sports content?
    - What is driving valuations and where will they go next?
    - What new investments, financing and M&A activity is taking place?
    - How can content providers collaborate with operators and service providers?

    Chaired by Joseph d’Arrast, Reporter, TMT Finance 

    Speakers
    - Robert Müller von Vultejus, MD, U! Sports
    - Gregg Oldfield, CEO, Engage Sport Media

    More speakers to be announced

  • Private Equity – How are opportunities and investments developing across TMT?

    Private equity investors active in TMT in Europe 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 Ho-Shik Lim, Senior Banker, EBRD ICT

    Speakers
    - Stefan Margolis, Principal, HgCapital
    - Victor Karadjov, ED, Fin. Sponsors, TMT, Raiffeisen Bank International AG
    - Bill Fawkner-Corbett, Investment Director, CEE Equity Partners

  • Internet of Things, M2M and Telematics – How will consolidation change the market?

    - Which companies are leading and who is best placed to lead consolidation? 
    - What are the key investment and financing parameters and benchmarks? 
    - Where are the latest opportunities for investment? 
    - Who is solving the connectivity issues? 
    - What impact will regulation have?

    Chaired by Mohsen Mohseninia, VP of Market Development Europe, Aeris

    Speakers
    - Frank Kiesewetter, CEO, Crout
    - Ghislain Mazars, CEO, Ubeeko
    - Benoit Denis, Projects Directorate, European Investment Bank

  • Digital Regulation - How are online platforms developing in Europe?

    - How can telecom operators and online platform providers co-operate more effectively?
    - How effective is current EU policy and regulation for online platforms? 
    - Who is best placed to control, deliver and profit from content?
    - How can regulation and policy encourage investment and innovation in infrastructure, content and services?

    Chaired by Orestis Omran, Counsel, Dentons Europe

    Speakers
    - Samuel Laurinkari, Head of EU Affairs, EU Regulations, eBay Inc
    - Dr Wilhelm Eschweiler, Chair, BEREC
    - Dr Mani Manimohan, Senior Director of Public Policy, GSMA
    - Carlos Rodriguez Cocina, Director European Regulatory Affairs, Head of Brussels Office, Telefonica

     

15.45
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16.15
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Networking Break
16.15
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17.00
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Mobile Infrastructure Panel – How are portfolios and business models developing in Europe?
  • Mobile infrastructure leaders, investors and advisers explain how the mobile infrastructure market is changing in Europe and the next wave of investments and opportunities.

    - What are the next big investment opportunities in the Mobile Towers space in Europe?
    - 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 Chris Stanford-Beale, Partner, Analysys Mason

    Speakers
    David Bernal, Director of Business Development, Cellnex
    Christopher Biedermann, CFO, EmiTel
    Bruno Pezy, MD, Global TMT Group, Credit Agricole

17.00
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17.15
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Keynote Speech
17.15
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18.00
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M2M and the Internet of Things – How is the market developing and who will lead growth?
  • - How is the IoT ecosystem developing? Who are the key players?
    - 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 and M2M?
    - Where are the opportunities for partnership and investment? 

    Chaired by Falk Müller-Veerse, Managing Partner, Bryan Garnier 

    Speakers
    Dr. Alexander Lautz, Senior Vice President M2M, Deutsche Telekom
    Richard Harless, Country Manager, Germany, Shazam Entertainment
    Luis del Real Diez, Head of Planning & Controlling to Cloud & IoT Global Areas, Telefonica

18:00
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20.00
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Networking Drinks and Canapes