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TMT M&A Forum 2015

March 19 2015, London

How transactions are driving change in telecoms, media and technology.

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Programme

TMT M&A Forum 2015
How transactions, joint ventures and partnerships are driving change in telecoms, tech and media globally

Thursday, March 19, Millennium Hotel Mayfair, Grosvenor Square, London

08.00
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08.45
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Networking Breakfast
08.45
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09.00
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Official Opening
09.00
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09.15
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Keynote Speech
  • By Mark Habib, Director, Standard & Poor’s Ratings Services

09.15
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10.00
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TMT Strategy Round Table – Who is best placed to lead consolidation and convergence?
  • Leading international telecom, media and tech leaders and strategy heads discuss the latest strategies and opportunities for profitable growth in consolidating markets.
    - How will consolidation and convergence affect strategy?
    - What is the best structure for a telecommunications company in 2015?
    - What is the impact of regulation and how should it change?
    - Where are the opportunities for investment, joint ventures and partnerships?
    - Who will lead the next wave of deals and how will they change the market?

    Chair to be announced shortly

    Speakers
    Nick Dent, Group Chief Officer – New Business, Ooredoo Group
    Peter Stephens, Partner and Global head for Telecom and Media Investments, Virgin Management Ltd 
    Sergey Plykin, Group Strategy Director, VimpelCom
    Daniel Ritz, Chief Strategy Officer, Etisalat 

    More speakers to be announced shortly

10.00
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10.15
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Keynote Speech
  • Patricia Hewitt, Senior Adviser, FTI Consulting

    What are the reasons for the current M&A boom in the TMT sector? Is it down to the convergence of business models, the monetisation of digital platforms, or the easier availability of finance. Patricia Hewitt, the former Board Director of BT Plc and E-Commerce Minister, will look at the shifting trends within the industry, the impact of regulation on future transactions and strategy and her expectations of who will be driving deals in the coming year.

     
10.15
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11.00
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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?
    - What impact will regulation have on transactions and strategy?
    - How will financing and valuations effect deal flow?
    - Where will technology and convergence drive deals?

    Chair: Merlin Piscitelli, Director, Merrill DataSite

    Speakers
    Roland Haidner, Head of M&A, Telekom Austria
    Vincent Le Stradic, Head of Technology and Telecom M&A, Lazard Frères
    Joachim Sonne, Head of EMEA Telecoms, JP Morgan
    Roger Barron, Corporate Partner and Co-Head of Telecoms, Media & Technology, Linklaters LLP
    Hugh Kelly, Managing Director, FTI Consulting

11.00
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11.30
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Networking Break
11.30
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11.45
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Keynote Speech - Creating Value in Unified Communications by Nick George, Partner, PwC and Ben Matthews, Associate Director, PwC
  • Assessing the convergence of Voice/Data and Fixed/Mobile in the SME and broader enterprise space that is creating opportunities for providers of "Unified Communications" - a rapidly developing part of the TMT market attracting strong M&A interest
    PwC will assess the market opportunity drawing on recent research and market analysis, and discuss:
    - How, where and why the market opportunity has been created?
    - Who can address the Unified Communications opportunity
    - Where are the opportunities for investment?
    - Who could lead the next wave of deals and how will they change the market?
    See also Internet Infrastructure Round Table - 14.50 - 15.35

11.45
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12.20
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Regulation, Competition and Spectrum - How will rules and regulation impact deals, strategy and growth?
  • Telecom executives, policy makers, regulators and advisers assess new licence auctions, spectrum valuations and trading, network sharing and regulation
    - How will new regulation and policy impact consolidation and growth for telecom and media companies?
    - Infrastructure ownership and the net neutrality debate
    - How can OTTs, Content Providers and Telcos work together?
    - Valuing licences and spectrum
    - Where are the next auctions and how will they be structured?

    Speakers
    Grant Forsyth, Head of Regulatory Policy, NGN, BSkyB 
    David Rodman Executive Director, Public Policy and Regulatory Affairs, Virgin Media 

    More speakers to be announced shortly

12.20
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12.35
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Keynote Speech
  • Telco M+A: Driving value creation in the pre-close period By Eric Benedict, Managing Director, AlixPartners

12.35
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13.15
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Mobile Infrastructure M&A – How are transactions, business models, and market dynamics changing?
  • Mobile tower operators, investors and infrastructure specialists assess the latest sale and acquisition strategies and opportunities. - Mobile towers developments 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

    Chair to be announced shortly

    Speakers
    Jack Dessay, Managing Director, Head of TMT EMEA, Macquarie Capital

    Alex Mestre, Marketing and Business Development Director, Abertis Telecom
    Jack Colbourne, Partner, Arcus Infrastructure Partners
    Terry Rhodes, Founder and Director, Eaton Towers

13.15
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14.15
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Networking Lunch
14.15
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15.10
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Peer to Peer Round Tables - Session 1
  • Each round table will be led by an industry expert. Chatham House Rules Apply. Positions are limited and allocated on a first approach basis.

  • 1. CFO Round Table – New Paths to Growth in TMT 
    CFOs discuss the most effective strategies for improving operational efficiency and investing in growth
    - How effective are acquisitions, execution and integration?
    - Assessing infrastructure, tech and content investment and financing options
    - Transformative cost reduction evolving business models

    Chaired by Michael Knott, Senior Managing Director, FTI Consulting 

    Speakers

    Catherine Birkett, CFO, Interoute

    More speakers to be announced shortly

  • 2. Financing TMT – How will access to capital affect deals? 
    - New market 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
    - Project finance and re-finance liquidity

    Chair to be announced

    Speakers
    Erik Arveschoug, Managing Director, Corporate Bank Head EMEA TMT, Citi
    Stephane Ducroizet, Global Head of Telecom Finance, Credit Agricole CIB
    Pieter Puijpe, Global Head Telecom, Media & Technology, ING Commercial Banking
    Tony Wonfor, Head of Sales Financing Western Europe, Huawei
    Paul Jackson, Managing Director of Corporate Banking,  Silicon Valley Bank UK
  • 3.- 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

    Chair to be announced

    Speakers
    David Rowe, CEO, Black Green Capital
    John Jenkins, Executive Director, Business Connexion
    Guy Wilner, Co-Founder, Ixcellerate
    Brandon Amber, Managing Director, Palladium Partners
    Ralph Choufani, Senior European Advisor, ABRY Partners

  • 4.Investing in Innovation - What will drive the next wave of growth and M&A?

    - 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 

    Chair to be announced 

    Speakers

    David Raskino, Director, Strategic Projects & Ventures, Microsoft
    Martin Mignot, Prinicpal, Index Ventures
    Alessandro Vigilante, VP Strategy & Business Development, Colt Technology Services 

    More speakers to be announced

  • 5. Opportunities in M2M –  how is the market developing?
    -New opportunities, from m2m to the Internet of Things
    -How large corporate and start-ups can work together, from partnerships to M&A
    -Key trends in M&A and PE investments
    -Will the telco dare to move out of their comfort zone in m2m and grab the application opportunity which is the content of the internet of things?

    Chair: Thierry Levenq, Founder, Connecting Advisors

    Speakers
    Frederic Rombaut, Head of Corporate Development EMEA / LATAM, Cisco Systems Inc
    Luis Del Real Diez, Head of Planning & Controlling M2M & Cloud, Telefonica 

    More speakers to be announced

  • 6. Successful Merger Integration in Telcos: The key DO’s and DON’Ts

    - What are the lessons learned from recent Telco mergers?
    - Which post-merger integration aspects are most important in the telecom industry – from people, to infrastructure, IT, channels, PMI program management, etc.?
    - How do Telcos perform – are they good integrators?
    - How much of a post-merger integration effort’s success is determined by work undertaken before the deal closes?

    Chaired by Michael Weyrich, Managing Director, and Serge Lupas, Director, AlixPartners

    Speakers to be announced

15.10
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15.10
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Changeover
15.10
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16.00
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Peer to Peer Round Tables - Session 2
  •  
  • Table 1 -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

    Chair to be announced shortly

    Speakers
    Karim Nasr, CEO, Digital World Capital LLP
    Mark Atkins, Director, Global Credit Risk Management, Huawei

    More speakers to be announced
  • Table 2 - Financing M&A in TMT – Equity and Alternatives 
     Leading Investment Bankers, CFOs, Investors and Financiers outline the latest financing opportunities and trends.
    - What are the best options for raising capital, other than debt?
    - Private and public equity linked investments, sales and financing
    - The Return of IPOs? - Local and international equity capital raising options
    - Vendor and project financing, Government and Export Credit Agency funding

    Chair and speakers to be announced
  • Table 3- Internet Infrastructure - How are enterprise network and connectivity investment strategies shifting? 

    Leading telcos, datacentre operators and web hosting companies discuss the  investment strategies for providing next-generation network services to large organisations<

    -  Who is best placed to provide enterprise connectivity and 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 capturing growth of the global cloud computing market? 

    Chair: Nicholas George, Strategy Partner, Head of TMT for Transaction Services, PwC 

    Speakers
    Alastair Mills, CEO, Six Degrees Group
    Tom Wells, Partner, Arma Partners
    Greg Mesch, CEO, CityFibre

    More speakers to be announced 

  • Table 4 – Mobile Money – What is the best structure for a Mobile Money Business or JV?

    Who is winning the race to provide mobile money services?
    How can telcos, banks, vendors and service providers work together? 
    Developed vs Emerging Market models

    Chair and speakers to be announced

  • Table 5 –  The Changing Landscape of Tech Venture Capital - Europe Focus

    - Venture Capital in Europe: Retrospective and Perspective
    - VC landscape accross Europe, and underlying specificities
    - Key investment trends, and views into investment returns
    - European VCs linkages to the Silicon Valley and global VC eco-system

    Chair and speakers to be announced shortly

     

  • Table 6 – Telecom Merger Controls - How is the EU's approach to consolidation changing? - What is happening in the latest deals? 

    - How are fixed and mobile combinations changing?
    - How are efficiencies being assessed?
    - How is network sharing changing?
    - What are the next steps and likely outcomes for future consolidation?

    Chaired by Sibel Yilmaz, Managing Associate, Linklaters LLP

16.00
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16.30
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Networking Break
16.30
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16.45
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Keynote
16.45
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17.20
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Media and Convergence – What are the best content delivery strategies for Europe?
  • What are the best strategies for delivering profitable content in the new converged digital ecosystem?
    - Who will lead the delivery of multimedia content and services?
    - Strategies for OTT for Box to Screen
    - How can content providers collaborate with operators and service providers?
    - What will the converged landscape look like in five years, and where will telcos and media companies fit in it?
    - Where do investors see value and upside, and what are the likely disrupters?

    Chair to be announced

    Speakers
    Peter Stephens, Partner and Global head for Telecom and Media Investments, Virgin Management Ltd
    Simon McGrath, General Manager Europe, thePlatform

    More speakers to be announced

17.20
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18.00
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Future of TMT – Who will lead the next wave of growth?
  • Leadership from key corporates across the TMT sector discuss how the ecosystem is transforming.
    - What are the latest developments in technology that will drive acquisitions in 2015?
    - New digital opportunities for industry leaders
    - Innovation and building a successful business
    - New opportunities in M2M, MVNOs, Cloud and Mobile Money
    - How best to maintain investment into infrastructure?
    - Who will control the customer interface?

    Speakers
    Simon Torrance, CEO, Metaflight

    More speakers to be announced

18.00
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20.00
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Networking Drinks