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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09.00
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Networking Breakfast
09.00
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09.15
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Official Opening and TMT M&A Deals Outlook for 2017
  • By TMT Finance

09.15
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09.30
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Visionary Keynote Speech
  • Speaker to be announced shortly

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 FTI Consulting
    Speakers

    Amos Genish, Chief Convergence Officer, Vivendi
    Régis Turrini, Head of Reg., Govt and Strategy, Altice
    Wim Ponnet, Group Director of Strategy & Commercial Development, Endemol Shine Group
    More speakers to be announced

10.10
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10.25
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Keynote Speech
  • By 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?

    Chair to be announced 
    Speakers
    Daniel Ritz, CEO, Pakistan Telecommunication Company Ltd (PTCL) Group
    Rodrigo Diehl, EVP, Chief Strategy Officer, Millicom
    Roland Haidner, Head of M&A, Telekom Austria 
    More speakers to be announced 

11.00
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11.30
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Networking Break
11.30
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13.00
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3 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
    - Julie Yoo, SVP, Corporate Development, Scripps Networks Interactive
    - Toby Philipps, Director, Group Corporate Finance, BT 

    More speakers to be announced

     

     

    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 EY
    Speakers
    - Michael Tobin OBE, Industry Entrepreneur
    - Rob Coupland, Managing Director, EMEA, Digital Realty
    Tony van den Berge, Head of Enterprise EMEA, Amazon Web Services
    Luis Alvarez, CEO Global Services, BT
    Michel Calmejane, Chief Sales Officer, OVH

  • STREAM B

    11.30-12.20 - Breakout Session 1

    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?
    Chair to be announced shortly
    Speakers
    - Philip Bernie, Head of BBC TV Sport, BBC Worldwide
    - Beatrice Lee, CEO, Baofeng Sports International
    More speakers to be announced shortly

     

    12.25-13.15 - Breakout Session 2

    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 Linklaters 
    Speakers
    - Karthik Ranjan, Director Healthcare and Emerging Technologies, ARM
    - Karolina Korth, Business Development, Digital Health and New Business Models, Roche
    - Simon Nicholls, Director Global Digital Health Innovation, Bupa

    Eze Vidra, Chief Innovation Officer, Antidote

     

  • Stream C

    TMT Leaders Workshops

    C-level exectuive only debates on cross industry TMT investment and partnership opportunities.

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 3-5 and Hosted Round Tables 1-8
  •  
  • Hosted Round Tables 1-8

    Telecom and Media M&A Strategies

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

    Speakers
    - Tim Knowles, Head of M&A, Etisalat Group
    - Roland Haidner, Head of M&A, Telekom Austria
    - Menno Kremer, Investment Director, Zegona Communications
    Danny Bakshi, CFO, Manx Telecom 
    - Darragh Stokes, Managing Partner, Hardiman Telecoms

    More speakers to be announced 

  • Break Out Session 3

    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?

    Chair to be announced shortly
    Speakers
    - Jane Turton, CEO, All3Media
    - Jette Nygaard-Andersen, EVP & CEO of Central European operations & Broadcasting Product Technology, MTG

    - Mike Moriarty, President, CE-UK, AMC Networks International
    - Julie Yoo, SVP, Corporate Development, Scripps Networks Interactive
    Stephen Routledge, Co-Founder and MD, Trillium Partners 

  • Break Out Session 4

    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?

    Chair to be announced shortly
    Speakers

    - Mark Rigolle, CEO, LeoSat
    - William Germain, Director, Mergers & Acquisitions and Corporate Strategy, Inmarsat
    Yves Bausch, VP M&A and Partnerships, SES 
    More speakers to be announced 

  • Break Out Session 5

    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 Conor Plant, Partner, Hardiman Telecoms
    Speakers
    - Olivier Micheli, CEO, Data4 Group
    - Catherine Birkett, CFO, Interoute
    Nick Razey, CEO, Next Generation Data 
    Jos Baart, Vice President Sales & Marketing, Flexenclosure
    More speakers to be announced

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 6 – 8 and Hosted Round Tables 9 - 16
  • .

  • Hosted Round Tables 9 -16

    TMT Innovation Strategies

    8 Hosted Round Tables featuring Industy Leaders, Finance and Advisory. 

  • Break Out Session 6

    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

    Chair to be announced shortly

    Speakers
    - Jorge Alberto Jimenez, CEO, Axion
    - Jack Colbourne, Partner, Arcus Infrastructure Group

    - Philip Cooper, Managing Director, EMEA, Digital Bridge
    Scott Coates, CEO, Wireless Infrastructure Group 

     

  • Break Out Session 7

    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 FTI Consulting
    Speakers

    - Lee Perkins, CEO, MetroNet
    - Greg Mesch, CEO, Cityfibre
    - Matthew Hare, CEO, Gigaclear
    - Jennifer Smith, Corporate Development, euNetworks

    More speakers to be announced

  • Break Out Session 8

    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

    Chair to be announced shortly
    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
    - Erik Arveschoug, Managing Director, Corporate Bank Head EMEA TMT Citi
    - 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.

    Chair to be announced
    Speakers

    Jose Manuel Aisa, CFO, Cellnex
    Alex Goldblum, CEO, Eurofiber
    Olivier Huart, Group CEO, TDF
    More speakers to be announced

18.00
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20.00
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Networking Drinks and Canapes
18.00
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20.00
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Hosted Dinner Option for Sponsors – Invite Only