Media Leaders Summit

 

Media investment and M&A strategies for the digital world

Thursday, November 30, Grange Hotel, St Pauls, London

08.00 - 09.00

Networking Breakfast

 
09.00 - 09.15

Official Opening

 
09.15 - 09.30

What’s next for Media M&A? Who will lead deals globally in 2018?

 
09.30 - 10.10

Media Leadership Panel - Who is leading investment in Media and Content?

 

Chaired by Massimo Marinelli, Chief Investment Officer, Aser

Jørgen Madsen Lindemann, President & CEO, MTG
Hans Troelstra, CEO, M7 Group
Phillip Luff, MD EMEA & UK, Scripps Networks Interactive
Giorgio Stock, President EMEA, Turner

Media industry leaders discuss the latest investment strategies for media, the impact of consolidation, and highlight opportunities and challenges for the future. 

  • How is the Media sector changing in Europe and Globally where are the opportunities for growth?
  • Who is best placed to deliver content and services?
  • How can regulation facilitate growth? What changes are need regionally and nationally?
  • How are business models changing, and what does this mean for future investment?
  • Chair

    Massimo Marinelli
    Chief Investment Officer
    Aser

  • Speaker

    Jørgen Madsen Lindemann
    President & CEO
    MTG

  • Speaker

    Hans Troelstra
    CEO
    M7 Group

  • Speaker

    Giorgio Stock
    President EMEA
    Turner Broadcasting

  • Speaker

    Phillip Luff
    Managing Director EMEA & UK
    Scripps Networks Interactive

  • Speaker

    Massimo Marinelli
    Chief Investment Officer
    Aser

10.10 - 10.45

Digital Publishing and Event Leaders Panel - Who is leading growth and investment?

 

Chaired by David Elms, Partner, KPMG

Simon Fox, CEO, Trinity Mirror
James Tye, CEO, Dennis Publishing
Andria Vidler, CEO, Centaur Media
Jonathon Whiteley, CEO, Incisive Media
James Hanbury, Deputy Chairman, Future plc

Leaders from the digital publishing and events industry discuss the latest strategies for growth and investment

  • How are Digital Publishing and Event companies adapting their business models? 
  • How is investment and M&A affecting the sector and who will lead the next wave of deals? 
  • How are valuation metrics changing and what are the key drivers? 
  • How is technology changing the sector and what are the next game changers?
  • Chair

    David Elms
    Partner
    KPMG

  • Speaker

    Simon Fox
    CEO
    Trinity Mirror

  • Speaker

    James Tye
    CEO
    Dennis Publishing

  • Speaker

    Andria Vidler
    CEO
    Centaur Media

  • Speaker

    Jonathon Whiteley
    CEO
    Incisive Media

  • Speaker

    James Hanbury
    Deputy Chairman
    Future plc

  • Speaker

    David Elms
    Partner
    KPMG

10.45 - 11.15

Networking Break

 
11.15 - 12.00

Media M&A Panel – How will consolidation transform the Media industry?

 

Chaired by Alberto Lopez Maganto, Managing Director, Akira Partners

Tatyana Aleksandrova, Director Business Development / M&A EMEA, Sony Pictures Entertainment
Bernd Wendeln, Head of Corporate Development and M&A, Tele München Group (TMG)
Gian Piero Sammartano, Exec Director, Head of EMEA Media Investment Banking, J.P. Morgan

Leading media company executives and advisers discuss the latest M&A strategies and opportunities in the global media sector.

  •  Who is leading M&A and consolidation in Europe and Globally?
  • How are new technologies and convergence influencing media M&A strategies?
  • Which subsectors and regions are seeing more deal activity, and why?
  • What impact will regulation have on transactions and strategy?
  • What are current valuation benchmarks? How is access to capital affecting deal flow?

  • Chair

    Alberto Lopez Maganto
    Managing Director
    Akira Partners

  • Speaker

    Tatyana Aleksandrova
    Director, Business Development EMEA
    Sony Pictures Television

  • Speaker

    Bernd Wendeln
    Head of Corporate Development and M&A
    Tele München Group (TMG)

  • Speaker

    Gian Piero Sammartano
    Executive Director - Head of EMEA Media Investment Banking
    J.P. Morgan

  • Speaker

    Alberto Lopez Maganto
    Managing Director
    Akira Partners

12.00 - 12.15

Keynote Speech - AI Media Strategies by Xona Partners

 
12.15 - 13.00

TV, Video and Production – How is convergence driving change?

 

Chaired by Martyn Whistler, Lead Analyst, Media & Entertainment, EY

Keith Underwood, Director of Strategy and Technology, Channel 4
Michael Lang, President, International Development, Digital & Discovery Nordics, Discovery Networks International
Christopher Whiteley, Director of Business Development for UK/Ireland, Netflix
Emma Lloyd, Group Director, Corporate Business Development and Investments, Sky
Andy Thoms, EMEA Media & Entertainment Partnerships Manager, Google

Media industry leaders discuss strategies for growth and the investment needed to deliver media services

  • How is the broadcast media sector changing globally and where are the opportunities for investment?
  • What investment in infrastructure is needed? What are the best routes to raising capital?
  • How will consolidation impact growth and investment globally?
  • How are business models changing and what does this mean for future investment?
  • Chair

    Martyn Whistler
    Lead Analyst, Media & Entertainment
    EY

  • Speaker

    Martyn Whistler
    Lead Analyst, Media & Entertainment
    EY

  • Speaker

    Keith Underwood
    Director of Strategy and Technology
    Channel 4

  • Speaker

    Michael Lang
    President, International Development, Digital & Discovery Nordics
    Discovery Networks International

  • Speaker

    Christopher Whiteley
    Director of Business Development for UK/Ireland
    Netflix

  • Speaker

    Emma Lloyd
    Group Director, Corporate Business Development and Investments
    Sky

  • Speaker

    Andy Thoms
    EMEA Media & Entertainment Partnerships Manager
    Google

13.00 - 14.00

Networking Lunch

 
14.00 - 15.15

Breakout Sessions - 1

 

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

Option 1

Investing in Gaming– How is the market developing?

 

Chaired by Kristian Metzger, CEO, Stratosphere Games

Chris Mehers, COO, Edge Case Games
Derk de Geus, CEO, Paladin Studios
John-Paul Burke, Country Manager UK & Ireland, Gameloft
Matt Frenchman, Growth & Commercial Development Director, Appstart

Leaders from the computer and mobile gaming industry discuss investment strategies                              

  • Who are the new leaders and disrupters in digital gaming?
  • How are valuations affecting the market?
  • What new investments, financing and M&A activity is taking place?
  • Where do investors see value and upside?
  • Chair

    Kristian Metzger
    CEO
    Stratosphere Games

  • Speaker

    Chris Mehers
    COO
    Edge Case Games

  • Speaker

    Derk de Geus
    CEO
    Paladin Studios

  • Speaker

    John-Paul Burke
    Country Manager UK & Ireland
    Gameloft

  • Speaker

    Kristian Metzger
    CEO
    Stratosphere Games

  • Speaker

    Matt Frenchman
    Growth & Commercial Development Director
    Appstart

Option 2

Emerging Market TV –  How OTT and Mobile Video are transforming markets?

 

Chaired by Marc Eschenburg, Partner, Aetha Consulting

Thomas Chalumeau, CSO, Orange MEA
Nikhil Patel, CCO, IROKO
Elias Schulze, MD & Co-Founder, Kana TV
Marie Lora-Mungai, CEO & Founder, Restless Global
George Twumasi, CEO, African Broadcast Network

TMT industry and finance leaders discuss how Digital TV and Video offerings in emerging markets are transforming the industry.

  • Which companies are most successful in delivering content in emerging markets?
  • How is the market changing and why do some business models work best?
  • Which pricing models are most effective in Emerging Markets TV and Video? 
  • Partnership Models - Strategies for working with telcos, media companies and OTTs
  • Can online TV and Pay TV co-exist? 
  • Chair

    Marc Eschenburg
    Partner
    Aetha Consulting

  • Speaker

    Thomas Chalumeau
    CSO
    Orange MEA

  • Speaker

    Nikhil Patel
    CCO
    iROKO

  • Speaker

    Marie Lora-Mungai
    CEO & Founder
    Restless Global

  • Speaker

    Elias Schulze
    MD & Co-Founder
    Kana TV

  • Speaker

    George Twumasi
    CEO
    African Broadcast Network

  • Speaker

    Marc Eschenburg
    Partner
    Aetha Consulting

Option 3

Financing Media – What are the key trends and opportunities in media company financing?

 

Chaired by: Steve Lazarus, Managing Director, Lazarus Consulting


Benoit Tanguy, Managing Director, Global Co-Head of TMT Finance, Societe Generale
Sean Duffy, Managing Director, Barclays
George Triantafillou, Director, ING Bank
Jurgen Heppe, Executive VP, Standard Bank

Finance heads, investment bankers and investors assess evolving trends in global media company financing and investment
- Raising finance for media – how are pricing and conditions changing?
- Media M&A and Investment – who is leading consolidation and how are they financing it?
- Emerging trends, structures and business models – which Media companies are leading the way?
- Scaling up – how can high growth and mid-cap Media companies increase access to capital?

  • Chair

    Steve Lazarus
    Managing Director
    Lazarus Consulting

  • Speaker

    Benoit Tanguy
    Managing Director, Global Co-Head of TMT Finance
    Societe Generale

  • Speaker

    Sean Duffy
    Managing Director
    Barclays

  • Speaker

    George Triantafillou
    Director, TMT Finance EMEA
    ING Bank

  • Speaker

    Jurgen Heppe
    Executive VP
    Standard Bank

  • Speaker

    Steve Lazarus
    Managing Director
    Lazarus Consulting

Option 4

Digital Publishing Strategies - How are investment strategies and portfolios developing?

 

Chaired by Dominic Lowndes, Managing Director, TMT Finance

Claire Blunt, COO, Hearst
Robert Bridge, Chief Customer Officer, The Telegraph
Niall McGarry, Founder, JOE Media
Kate Morgan, Head of Digital, City AM

- How are Digital Publishing companies adapting their business models?
- How is investment and M&A affecting the sector and who will lead the next wave of deals?
- How are valuation metrics changing and what are the key drivers?
- How is technology changing the sector and what are the next game changers?

  • Chair

    Dominic Lowndes
    Managing Director
    TMT Finance

  • Speaker

    Robert Bridge
    Chief Customer Officer
    The Telegraph

  • Speaker

    Niall McGarry
    Founder
    JOE Media

  • Speaker

    Claire Blunt
    COO
    Hearst

  • Speaker

    Kate Morgan
    Head of Digital
    City AM

  • Speaker

    Dominic Lowndes
    Managing Director
    TMT Finance

Option 5

Next Generation Broadcast – Who is leading growth in TV and Video?

 

Chaired by Nathalie Lethbridge, Founder, Atonik Digital

Andy Thoms, EMEA Media & Entertainment Partnerships Manager, Google
Claire Hungate, CEO, Brave Bison
Joanna Smith, Investment Director, Edge Investment Group
David Bouchier, Chief Digital Entertainment Officer, Virgin Media
Bal Samra, Commercial Director, BBC Group

Leaders from broadcast TV and online video discuss the latest growth strategies, business models and market opportunities.
- How is the broadcast media sector changing and which companies are leading growth?
- How are advertising revenues changing and how is this impacting business models?
- Where next for content acquisition costs? What methods are companies using to acquire and distribute content?
- How will consolidation impact growth and investment globally?

  • Chair

    Nathalie Lethbridge
    Founder
    Atonik Digital

  • Speaker

    Andy Thoms
    EMEA Media & Entertainment Partnerships Manager
    Google

  • Speaker

    Claire Hungate
    CEO
    Brave Bison

  • Speaker

    Joanna Smith
    Investment Director
    Edge Investments

  • Speaker

    David Bouchier
    Chief Digital Entertainment Officer
    Virgin Media

  • Speaker

    Bal Samra
    Commercial Director
    BBC Group

  • Speaker

    Nathalie Lethbridge
    Founder
    Atonik Digital

15.15 - 15.45

Networking Break

 
15.45 - 17.00

Breakout Sessions - 2

 

Each breakout session takes place in a private room led by an industry expert. Chatham House Rules Apply. Choose from 4 options.

Option 1

Media M&A and Scale-Up Strategies - How do executives, sponsors and advisers see opportunities developing?

 

Chaired by Eric Lawson-Smith, Partner, Arma Partners

Louis Kenna, Managing Director, LionTree
Panos Metsis, Partner, Akira Partners

Company executives, advisers and private equity investors discuss the latest opportunities and market developments in media M&A investment strategies and trends globally. 

  • Who is leading M&A and consolidation in Europe and globally?
  • Which business models are most successful and what does the future Media company look like? 
  • How are new technologies and convergence influencing media M&A strategies?
  • Scaling up: where are the highest growth opportunities in media?
  • How will access to finance affect deal flow for private equity? Which subsectors are attractive?
  • Chair

    Eric Lawson-Smith
    Partner
    Arma Partners

  • Speaker

    Louis Kenna
    Managing Director
    LionTree

  • Speaker

    Panos Metsis
    Partner
    Akira Partners

  • Speaker

    Eric Lawson-Smith
    Partner
    Arma Partners

Option 2

Sports Content Rights – How are ownership and investment strategies developing?

 

Chaired by Massimo Marinelli, Chief Investment Officer, Aser

Jeff Urban, Co-Founder & President, Whistle Sports
Rachel Knight, Head of Sports Commercial Rights, BT Sport

Media rights owners, agencies, distributors and broadcasters discuss investment opportunities.

  • Who is best placed to own and distribute sports content?
  • What is driving valuations and will they continue to increase?
  • Where is new investments, financing and M&A activity taking place?
  • How are OTT players disturbing the market?        
  • Chair

    Massimo Marinelli
    Chief Investment Officer
    Aser

  • Speaker

    Jeff Urban,
    Co-Founder/President
    Whistle Sports

  • Speaker

    Rachel Knight
    Head of Sports Commercial Rights
    BT Sport

  • Speaker

    Massimo Marinelli
    Chief Investment Officer
    Aser

Option 3

Virtual, Augmented and Mixed Reality – How will the industry develop in 2018?

 

Chaired by Richard Jeffares, Managing Director, Collinear Networks Inc

Caspar Thykier, CEO & Co-Founder, Zappar
Patrick O'Luanaigh, CEO, nDreams
Adrian Leu, CEO, Inition Ltd
Graeme Cox, CEO, Emteq
Ian Hetherington, CEO & Founder, eeGeo

Leaders and Investors from VR and AR discuss growth strategies, investment opportunities in 2018

  • How the industry has developed in 2017 and what’s the new growth for 2018?
  • What’s the vision of VR, AR and MR device?
  • What is the new business model for VR/AR/MR app developer?
  • How will the industry’s demand for telecom infrastructure develop in 2018?
  • Which areas are investors going to invest in 2018, content or hardware? What are the new investments left?
  • Chair

    Richard Jeffares
    Managing Director - Asia Pacific
    Collinear Networks Inc

  • Speaker

    Caspar Thykier
    CEO & Co-Founder
    Zappar

  • Speaker

    Patrick O'Luanaigh
    CEO
    nDreams

  • Speaker

    Adrian Leu
    CEO
    Inition Ltd

  • Speaker

    Graeme Cox
    CEO
    Emteq

  • Speaker

    Ian Hetherington
    CEO & Founder
    eeGeo

  • Speaker

    Richard Jeffares
    Managing Director - Asia Pacific
    Collinear Networks Inc

Option 4

Digital Media Investment Leaders - Next generation investment and portfolio building strategies

 

Chaired by Tobias Jaeger, CFO, Colibri Studios

Vinay Solanki, Head of Commercial Growth Fund, Channel 4
Ajay Chowdhury, Partner and Managing Director, BCG Digital Ventures
David Fisher, Investment Director, Edge Investment Group
Nic Brisbourne, Managing Partner, Forward Partners
Emma Lloyd, Group Director, Corporate Business Development and Investments, Sky

Investment leaders from media companies, venture capital firms and corporate venturing arms discuss strategies for developing digital media portfolios.
- Which media companies are building the most exciting digital media investment portfolios?
- Which sectors of digital media are attracting the most investment and why?
- How are early stage digital media company valuations changing?
- How will convergence and consolidation change exit strategies?

  • Chair

    Tobias Jaeger
    CFO
    Colibri Studios

  • Speaker

    Vinay Solanki
    Head of Commercial Growth Fund
    Channel 4

  • Speaker

    Ajay Chowdhury
    Partner and Managing Director
    BCG Digital Ventures

  • Speaker

    Nic Brisbourne
    Managing Partner
    Forward Partners

  • Speaker

    Emma Lloyd
    Group Director, Corporate Business Development and Investments
    Sky

  • Speaker

    Tobias Jaeger
    CFO
    Colibri Studios

  • Speaker

    David Fisher
    Investment Manager
    Edge Investments

17.00 - 19.00

Networking Drinks