Programme

TMT M&A Forum 2017 - March 28-29, Grange Hotel St Paul’s, London

5 Streams and 6 Session types to choose from

How convergence will drive consolidation in telecoms, tech and media globally

08.00
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08.50
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Networking Breakfast
08.50
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09.00
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Official Opening
09.00
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09.15
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TMT M&A Deals Outlook for 2017
  • By Ben Nice, Editor, TMT Finance

09.15
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09.30
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What is driving deals in TMT in 2017? Global Survey Review and Analysis
  • by Dan Healy, Managing Director & Head of Research, FTI Consulting

09.30
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10.10
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Telecom and Media Leaders Panel - How is convergence and consolidation impacting strategy?
  • Telecom and Media leaders discuss the latest investment strategies, the impact of consolidation and convergence, and highlight opportunities and challenges for the future.
    - How is the Telecom and Media sector changing in Europe and Globally, and where are the opportunities for growth?
    - Who is best placed to deliver content and services? - How will M&A impact strategy and change the market?
    - How are business models changing, and what does this mean for future investment?
    Chaired by Michael Knott, Senior Managing Director, FTI Consulting
    Speakers

    Amos Genish, Chief Convergence Officer, Vivendi 
    Jim Ryan, SVP and Chief Strategy Officer, Liberty Global
    Wim Ponnet, Group Director of Strategy & Comm Dev., Endemol Shine Group

    Adam Hurst, Chief Financial Officer, Entertainment One Television

10.10
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10.25
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Keynote Speech - “Connected World: legal highlights”
  • By Mark Moncreiffe, Partner, Head of Communications, Charles Russell Speechlys

10.25
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11.00
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TMT Leaders Panel - Digital transformation strategies
  • Telecom, Media and Tech leaders highlight strategies for investing in new digital business models, sectors and transformational growth opportunities.
    - How is digitisation changing the TMT sector and where are the new opportunities for investment?
    - Buy or build - Which areas are most suited to mergers and acquisitions. How will M&A change the market?
    - Which business models are most effective and what transformation strategies are required? 
    - What investment in infrastructure is needed?

    Chaired by Axel Majert, Partner, EY
    Speakers
    Rodrigo Diehl, EVP, Chief Strategy Officer, Millicom
    Roland Haidner, CFO, A1 Digital 
    Jeremy Sell, CFO, Mountain Partners  
    Yann Kandelman, Head of Investments & Development, Orange Digital Ventures

11.00
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11.30
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Networking Break
11.30
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13.15
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2 STREAMS
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  • STREAM A

    11.30-11.45 - Keynote Speech

    11.45 - 12.20 - TMT M&A Panel - How will mergers and acquisitions change the market?

    Leading mergers and acquisitions practitioners and advisers discuss the next wave of transactions and explain the best strategies for complex deals
    - Who will lead consolidation in Europe and Globally?
    - Which disruptive technologies are affecting M&A activity? 
    - How will financing and valuations affect deal flow?
    - Where are the M&A opportunities for telecom operators? 
    - Where will convergence drive deals?
    - What impact will regulation have on transactions and strategy?
    Chaired by Iain Fenn, Partner, Linklaters
    Speakers
    - Christian Lesueur, Head of TMT Investment Banking, EMEA, UBS
    - Giuseppe Monarchi, MD, Head of M&A TMT, EMEA, Credit Suisse
    - Toby Philipps, Director, Group Corporate Finance, BT
    Nuno Machado, Co-Head Telecoms and Cable, EMEA, Morgan Stanley

     

    12.20 -12.35 - Keynote Speech on Enterprise Cloud M&A by Phillip Morse, Director TMT Strategy, EY


    12.35 - 13.15 - Enterprise Cloud Leaders Panel - Who is leading consolidation in cloud infrastructure and services?
    Leaders from Enterprise Cloud infrastructure and service providers - including telcos, datacentre operators and web hosting companies - highlight their strategies for dealing with rapid sector consolidation.
    Chaired by Pieter-Jan Bouten, Managing Director, Greenhill
    Speakers
    Luis Alvarez, CEO Global Services, BT
    -Michael Tobin OBE, Industry Entrepreneur
    - Rob Coupland, Managing Director, EMEA, Digital Realty
    Michel Calmejane, Chief Sales Officer, OVH

  • STREAM B

    11.30-12.20 - Breakout Session 
    Sports Content Rights
    Sport rights owners, agencies, distributors, platforms, financiers and advisers discuss investment strategies.
    - 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 digital platforms?
    Chaired by Mary Guest, Senior Associate TMT Group, Linklaters 
    Speakers
    - Philip Bernie, Head of BBC TV Sport, BBC Worldwide
    - Beatrice Lee, CEO, Baofeng Sports International
    - Massimo Marinelli, Independent Consultant
    Stefan Felsing, Executive Vice President, Media - Global Sales & Acquisitions, Lagardère Sports


    12.25-13.15 - Breakout Session 
    Health and TMT - New opportunities for Investment

    - Who is leading investment into digital health and where are the opportunities?
    - What should be the role of telecom operators in the digital health market?
    - What are the emerging trends in Healthcare TMT for 2017-2018?
    - How will areas such as IoT and AI help shape the sector?
    Chaired by Georgina Kon, Partner, Linklaters
    Speakers
    Peter Ferguson, Director, Healthcare Technologies, ARM
    Eze Vidra, Chief Innovation Officer, Antidote

     

13.15
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14.30
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Networking Lunch
14.30
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15.30
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Break Out Sessions and Hosted Round Tables
  •  7 STREAMS - Including 4 Hosted Round Tables and 3 Break Out Sessions

  • Hosted Round Tables 

    Telecom and Media M&A Strategies

    Hosted Round Tables featuring pre-selected Industry, Finance and Advisory.

    European Telecom M&A Strategies
    Chaired by Ragnar Meitern, Independent Advisor 
    Speakers

    - David Smith, Strategic Development Director, Manx Telecom
    Benoit Tanguy, Managing Director - Global Co-Head of TMT Finance, Societe Generale CIB 


    TMT Infrastructure Investment
    Chaired by Arnaud Attamian, Managing Director, TAP Advisors
    Speakers

    - Philip Cooper, Managing Director, EMEA, Digital Bridge
    - Bruno Pezy, MD, Global TMT Group, Credit Agricole CIB
    - Matthew Hare, CEO Gigaclear
    - David Bernal, Director of Business Development, Cellnex  
    - Scott Coates, CEO, Wireless Infrastructure Group 
     

    Digital Strategies - New Growth Opportunities
    Chaired by Panos Metsis, Partner, Akira Partners
    Speakers

    - Theodore Hettich, Global Head of Partnerships, Fruugo
    - Yann Kandelman, Head of Investments & Development, Orange Digital Ventures
    Eze Vidra, Chief Innovation Officer, Antidote

    Telecom and Media M&A - Strategies for Convergence
    Chaired by Joseph d'Arrast, Deputy Editor, TMT Finance
     Speakers
    - Kevin Crowe, Partner, Apollo Private Equity

  • Break Out Session

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

    Chaired by Massimo Marinelli, Independent Consultant
    Speakers
    - Jette Nygaard-Andersen, EVP & CEO of Central European operations & Broadcasting Product Technology, MTG

    - Mike Moriarty, President, CE-UK, AMC Networks International

  • Break Out Session

    Satellite Fundraising and M&A
    Investing in satellite: how is the market evolving?
    - LEO vs GEO – business models assessed
    - What are the best financing and investment models?
    - New technologies and next generation business
    - What’s driving the next wave of consolidation and M&A?

    Chaired by Andrew McSpadden, MD, Trinity Advisers
    Speakers

    - Mark Rigolle, CEO, LeoSat
    - William Germain, Director, Mergers & Acquisitions and Corporate Strategy, Inmarsat
    Thierry Watrin, VP, Fleet External Growth, SES

  • Break Out Session

    Datacentres and Hosting
    Data centre operators and web hosting companies highlight the latest M&A, strategies and opportunities in regional enterprise cloud and hosting services. 
    - What M&A activity has taken place in this space? 
    - What are the valuation benchmarks and likely future deals?     
    - Where are opportunities for new investment and partnership?
    - Who is best placed to provide enterprise connectivity and services?
    - Who is capturing growth of the global cloud computing market? 

    Chaired by Nicola Hayes, Managing Director, Andrasta Consulting
    Speakers
    - Olivier Micheli, CEO, Data4 Group
    Nick Razey, CEO, Next Generation Data

15.30
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15.35
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Changeover
15.35
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16.35
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Break Out Sessions and Hosted Round Tables
  •  7 STREAMS - Including 4 Hosted Round Tables and 3 Break Out Sessions

  • Hosted Round Tables 

    TMT Innovation Strategies

    Hosted Round Tables featuring Industry Leaders, Finance and Advisory.

    Enterprise Cloud and Network Infrastructure M&A  

    Chaired by Pieter-Jan Bouten, Managing Director, Greenhill
    Speakers

    - Nick Razey, CEO, Next Generation Data
    - Olivier Micheli, CEO, Data4 Group

    Digital Platforms – Streaming and Content Business Models
    Chaired by Yedda Wang, Senior Reporter, TMT Finance
    Speakers

    - Theodore Hettich, Global Head of Partnerships, Fruugo 


    Investing in Innovation – Artificial Intelligence
    Chaired by Mathis Wilke, Executive Director, ACXIT Capital Partners 
     Speakers
    - Eze Vidra, Chief Innovation Officer, Antidote
    - Rael Cline, CEO, MediaGamma
    - Alex Housley, Founder & CEO, Seldon
    - Edward Challis, Co-Founder & CEO, re:infer


    Investing In Innovation – IoT 
    Chaired by 
    Frank Rayal, Founding Partner, Xona Partners 
    Speakers
    - Thierry Levenq, Managing Director, Connecting Advisers


  • Break Out Session

    Mobile Towers M&A
    Mobile infrastructure leaders, investors and advisers explain how the mobile infrastructure market is changing globally and the next wave of investments and opportunities
    - Mobile towers developments in Europe, Middle East, Africa and 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 Darragh Stokes, Managing Partner, Hardiman Telecommunications

    Speakers
    - Jack Colbourne, Partner, Arcus Infrastructure Group
    - Philip Cooper, Managing Director, EMEA, Digital Bridge
    - Scott Coates, CEO, Wireless Infrastructure Group 

     

  • Break Out Session

    Broadband Network Investment Strategies
    - How is the role of fibre networks in telecom and mobile services changing?
    - Who is leading the way and how do business models differ?
    - Comparing build vs buy strategies 
    - What are the M&A benchmarks, trends and future predictions?

    Chaired by Neil Clements, Managing Director, FTI Consulting
    Speakers

    - Greg Mesch, CEO, Cityfibre
    - Matthew Hare, CEO, Gigaclear
    - Jennifer Smith, Corporate Development, euNetworks
    - Kevin Crowe, Partner, Apollo Private Equity

  • Break Out Session

    Financing TMT M&A - What are the latest trends and opportunities?

    Finance leaders, investment bankers, investors and executives assess the financing options, trends and opportunities for the global TMT sector. 
    - Accessing debt and equity capital markets – 2017 outlook
    - Acquisition financing, High Yield and LBOs: assessing pricing, ratings and risk
    - How is the cost of capital changing? How will liquidity affect M&A?
    - Regional and Global impacts on financing: telco credit ratings methodologies

    Chaired by Erik Arveschoug, MD, Corporate Bank Head EMEA TMT, Citi
    Speakers
    - Ranesh Verma, Global Head of TMT, ING Bank
    - Benoit Tanguy, Managing Director - Global Co-Head of TMT Finance, Societe Generale CIB
    - Nina Triantis, Global Head of TMT, Standard Bank
    - Bruno Pezy, MD, Global TMT Group, Credit Agricole CIB


16.35
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17.00
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Networking Break
17.00
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17.15
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Keynote
17.15
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18.00
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TMT Infrastructure M&A Panel – How will mobile and fixed infrastructure consolidation accelerate?
  • Mobile, Fixed and Satellite Infrastructure Leaders including Fiber Broadband, Towercos, Telecom and Internet Operators discuss consolidation across infrastructure and the next investment and partnership opportunities.
    - What are the M&A benchmarks, trends and future predictions for towers and fibre infrastructure?
    - Mobile towers developments in Europe, Middle East, Africa and 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 Darragh Stokes, Managing Partner, Hardiman Telecommunications
    Speakers

    Jose Manuel Aisa, CFO, Cellnex
    Alex Goldblum, CEO, Eurofiber
    Olivier Huart, Group CEO, TDF
    Gulfraz Qayyum, Managing Director, TMT EMEA, Citi

18.00
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20.00
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Networking Drinks and Canapes