Programme

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Comms Finance Asia 2019

 

Investment strategies for communications infrastructure and services across Asia
January 23, Marina Bay Sands Exhibition and Convention Centre, Singapore

07.45 - 08.55

Networking Breakfast

 
08.55 - 09.00

Opening Remarks

 

By Ben Nice, Managing Editor & Events Director, TMT Finance

  • Speaker

    Ben Nice
    Managing Editor & Events Director
    TMT Finance

09.00 - 09.15

Opening Keynote Speech - Investment Strategies for Communications Infrastructure and Services Across Asia

 

By Gayan Pradeep Koralage, Director - Group Strategy & Commercial, edotco Group

  • Speaker

    Gayan Pradeep Koralage
    Director - Group Strategy & Commercial
    edotco Group

09.15-09.30

Keynote Speech - The Future of 5G and related technologies

 

by Paul Berriman, Group Chief Technology Officer, PCCW-HKT

  • Speaker

    Paul Berriman
    Group Chief Technology Officer
    PCCW-HKT

09.30 - 09.50

Future Communications Strategies: Fireside Chat #1

 

With Daniel Ritz, President & CEO, PTCL

Chaired by Amit Sinha, MD & Global Head of TMT Corporate & Investment Banking, DBS Bank

Key leaders from telecom operators and communications service providers (CSPs) discuss investment and transformation strategies to maximise growth opportunities in the new digital climate.

· How are telco and CSP strategies and business models developing in response to digital disruption and transformation? 
· How is the Telco and TMT ecosystem changing? Where are the opportunities for future revenue growth?
· Where are the opportunities for consolidation, M&A, new investments and partnerships in markets across Asia?
· How will new capex requirements for the next wave of infrastructure and technology shape business models and change the market? 

  • Chair

    Amit Sinha
    MD & Global Head of TMT Corporate & Investment Banking
    DBS Bank

  • Speaker

    Daniel Ritz
    President & CEO
    PTCL

09.50 - 10.10

Future Communications Strategies: Fireside Chat #2

 

With Arthur Lang, CEO, International, Singtel

Chaired by Amit Sinha, MD & Global Head of TMT Corporate & Investment Banking, DBS Bank

Key leaders from telecom operators and communications service providers (CSPs) discuss investment and transformation strategies to maximise growth opportunities in the new digital climate.

· How are telco and CSP strategies and business models developing in response to digital disruption and transformation?
· How is the Telco and TMT ecosystem changing? Where are the opportunities for future revenue growth?
· Where are the opportunities for consolidation, M&A, new investments and partnerships in markets across Asia?
· How will new capex requirements for the next wave of infrastructure and technology shape business models and change the market?

  • Chair

    Amit Sinha
    MD & Global Head of TMT Corporate & Investment Banking
    DBS Bank

  • Speaker

    Arthur Lang
    CEO, International
    Singtel

10.10 - 10.25

Keynote Speech - APAC Telecom sector – stable but with clouds on the horizon

 

By Nidhi Dhruv, VP - Senior Analyst, Corporate Finance Group, Moody's Investors Service

10.25 - 11.00

5G Leadership Panel – What is the business case and how will investment strategies shape the next wave of connectivity?

 

Chaired by Enda Hardiman, Managing Partner, Hardiman Telecommunications

Gary McLaren, CTO, HKBN
Ian Watson, CEO, Cellcard
Paul Berriman, Group Chief Technology Officer, PCCW-HKT
Miyuki Suzuki, President, Asia Pacific, Japan & China, Cisco
Gayan Pradeep Koralage, Director - Group Strategy & Commercial, edotco Group

Industry leaders discuss how 5G investment strategies are developing and who is best placed to benefit.


· In the 5G era, how are new business models developing and what is the investment case?
· Spectrum auctions, valuations, investment and roll out propositions
· What will be the roll of existing infrastructure owners and operators including MNOs and towercos?
· How can changes in regulation and policy support investment in 5G?

  • Chair

    Enda Hardiman
    Managing Partner
    Hardiman Telecommunications

  • Speaker

    Gary McLaren
    CTO & Co-Owner
    HKBN

  • Speaker

    Ian Watson
    CEO
    Cellcard

  • Speaker

    Paul Berriman
    Group Chief Technology Officer
    PCCW-HKT

  • Speaker

    Miyuki Suzuki
    President, Asia Pacific, Japan & China
    Cisco

  • Speaker

    Gayan Pradeep Koralage
    Director - Group Strategy & Commercial
    edotco Group

11.00 - 11.30

Networking Break

 
11.30 - 12.10

TMT M&A Panel - How will deals change the market in 2019 and beyond?

 

Chaired by Niranjan Arasaratnam, Partner & Co-head of Global TMT, Linklaters

Ryan Tan, VP, M&A and Corporate Strategic Planning, StarHub
Udhay Mathialagan, SVP, Brookfield Asset Management
Harsh Agrawal, co-head of ISQ Asia, I Squared Capital
Ajinkya Mukhopadhyay, Head of Business Development and International Expansion, Circles.Life

Leading merger and acquisition executives, practitioners and advisers discuss the next wave of transactions and explain the best strategies for complex deals

· Who is leading investment and consolidation in communications infrastructure and services in Asia and globally?
· How are disruptive technologies, regulatory changes and access to finance affecting M&A activity and deal flow in telecoms and media?
· Which subsectors or regions are expected to provide the largest number of transactions?
· Cross Border M&A – where is investment taking place and how are geopolitical trends and alliances affecting deals?

  • Chair

    Niranjan Arasaratnam
    Partner & Co-head of Global TMT
    Linklaters

  • Speaker

    Ryan Tan
    VP, M&A and Corporate Planning
    StarHub

  • Speaker

    Udhay Mathialagan
    SVP
    Brookfield Asset Management

  • Speaker

    Harsh Agrawal
    co-head of ISQ Asia
    I Squared Capital

  • Speaker

    Ajinkya Mukhopadhyay
    Head of Business Development and International Expansion
    Circles.Life

  • Speaker

    Niranjan Arasaratnam
    Partner & Co-head of Global TMT
    Linklaters

12.10 - 12.25

Keynote Speech

 

Speaker to be announced

12.25 - 13.00

Enterprise Cloud Leaders Panel - Who is leading investment and consolidation in cloud infrastructure and services?

 

Chaired by Alon Cliff-Tavor, Senior Principal; Digital, Technology and Analytics Practice, Oliver Wyman

Stephen Miller, President & CEO, ST Telemedia
Scott Russell, President Asia Pacific Japan, SAP
Duncan Hewett, Senior Vice President & GM, Asia Pacific & Japan, Vmware

Leaders from enterprise cloud infrastructure and service providers, datacentre operators, hosting companies and telecom operators discuss how the competitive landscape is developing, which investment strategies are most effective and how new technologies are disrupting the market.

· How is the Enterprise Cloud sector changing in Asia and Globally and who is leading investment in this space?
· Which markets, regions and subsectors are providing the best opportunities to buy, build or consolidate?
· How are disruptive technologies changing cloud services and what is next?  
· What risks are presented by relying on a small number of hyperscalers driving demand?

  • Chair

    Alon Cliff-Tavor Cliff-Tavor
    Senior Principal; Digital, Technology and Analytics Practice
    Oliver Wyman

  • Speaker

    Stephen Miller
    President & CEO
    ST Telemedia

  • Speaker

    Scott Russell
    President Asia Pacific Japan
    SAP

  • Speaker

    Duncan Hewett
    Senior Vice President & GM, Asia Pacific & Japan
    Vmware

  • Speaker

    Alon Cliff-Tavor Cliff-Tavor
    Senior Principal; Digital, Technology and Analytics Practice
    Oliver Wyman

13.00 - 14.00

Networking Lunch

 
14.00 - 14.50

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

Financing TMT M&A - How are debt and equity financing options changing?

 

Chaired by Jwalant Nanavati, Managing Director, Head of TMT, Nomura International

Sander Mutsaers, Director, TMT Asia, ING Bank
Vishesh Gupta, SVP & Head of TMT, & Healthcare, SMBC Singapore
Sherzad Desai, Head of TMET, ANZ Bank
Andrew White, Head of SEA TMT Investment Banking, BNP Paribas

Financing heads, investment bankers and investors assess evolving trends in Asia debt and equity markets. 

· Acquisition, LBO and capex financing – how are pricing and conditions changing?
· Emerging trends and structures – which companies are leading the way?
· Financing Innovation – what’s the business case for 5G, and new technologies and devices?
· Equity Capital Markets – what’s the outlook for 2019/2020? 
· Scaling up – how can high growth tech companies improve access to capital?

  • Chair

    Jwalant Nanavati
    Managing Director, Head of TMT
    Nomura International

  • Speaker

    Sander Mutsaers
    Director, TMT Asia
    ING Bank

  • Speaker

    Vishesh Gupta
    SVP & Head of TMT, & Healthcare
    SMBC Singapore

  • Speaker

    Jwalant Nanavati
    Managing Director, Head of TMT
    Nomura International

  • Speaker

    Sherzad Desai
    Head of TMET
    ANZ Bank

  • Speaker

    Andrew White
    Head of SEA TMT Investment Banking
    BNP Paribas

Option 2

Telecom M&A Strategies – How are telco investment plans developing?

 

Chaired by Enda Hardiman, Managing Partner, Hardiman Telecommunications

Marco Somalvico, Senior Director, Business Planning&Valuation, M&A, Etisalat
Varun Matta, MD, Head of TMT, CIMB
Ashwin Sanketh, Investor, Nikko Asset Management Group
Sachin Gupta, Partner, Delta Partners
Nicholas Swierzy, Strategic Advisor to Group CEO, Axiata

Industry executives and advisers discuss how telecom investment strategies are changing in the newly converged and digitalised environment.

· How are telecom investment strategies in Emerging Markets changing?
· Where will consolidation change markets next?
· What are the next big investment opportunities?
· How to protect against risk?
· What are the financing options and challenges?

  • Chair

    Enda Hardiman
    Managing Partner
    Hardiman Telecommunications

  • Speaker

    Marco Somalvico
    Senior Director, Business Planning&Valuation, M&A
    Etisalat

  • Speaker

    Varun Matta
    MD, Head of TMT
    CIMB

  • Speaker

    Ashwin Sanketh
    Investor
    Nikko Asset Management Group

  • Speaker

    Sachin Gupta
    Partner
    Delta Partners

  • Speaker

    Nicholas Swierzy
    Strategic Advisor to Group CEO
    Axiata

Option 3

Cloud Services Growth Strategies – Where is the new growth?

 

Chaired by Kezia Joseph, Tech Finance Editor, TMT Finance

Duncan Hewett, Senior Vice President & GM, Asia Pacific & Japan, Vmware
Kris Kumar, CEO, Bridge Data Centres
Azrin Aris, Head of Product, TM One
Ronald Totton, EVP of Corporate Development, ST Telemedia

Cloud providers and investors discuss how investment strategies are developing and how deals and consolidation will affect the market

· Assessing cloud readiness and enterprise adoption – which markets are maturing at a quicker pace, and what lessons can be learnt for slower adopters?
· What infrastructure investment is required? And how is the development of legal and regulatory environment supporting or hindering this?
· How are business models and growth strategies changing?
· How are the disruptive technologies affecting the cloud services business?

  • Chair

    Kezia Joseph
    Tech Finance Editor
    TMT Finance

  • Speaker

    Duncan Hewett
    Senior Vice President & GM, Asia Pacific & Japan
    Vmware

  • Speaker

    Kris Kumar
    CEO
    Bridge Data Centres

  • Speaker

    Azrin Aris
    Head of Product
    TM One

  • Speaker

    Ronald Totton
    EVP of Corporate Development
    ST Telemedia

  • Speaker

    Kezia Joseph
    Tech Finance Editor
    TMT Finance

Option 4

Fibre and Broadband Investment and M&A Strategies

 

Chaired by Bertrand Guiot, Head of Infrastructure, Asia Pacific, Natixis

Myo Ohn, CEO, Campana Group
Steve Weiss, CFO, Protelindo
Gary McLaren, CTO & Co-Owner, HKBN
Pradeep Kutty, VP, XL Axiata

Broadband operators discuss investment strategies, transaction trends, and plans for new partnerships and network rollout. 

· 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?

  • Chair

    Bertrand Guiot
    Head Of Infrastructure Sector APAC
    Natixis

  • Speaker

    Myo Ohn
    CEO
    Campana Group

  • Speaker

    Steve Weiss
    CFO
    Protelindo

  • Speaker

    Bertrand Guiot
    Head Of Infrastructure Sector APAC
    Natixis

  • Speaker

    Gary McLaren
    CTO & Co-Owner
    HKBN

  • Speaker

    Pradeep Kutty
    VP
    XL Axiata

Option 5

Connecting the Unconnected – Who is leading investment into bridging the digital divide?

 

Chaired by Michael Chambers, Managing Director, New Street Research Singapore

Mark Wong, CFO, Kacific Broadband Satellites
Jussi Ahonen, Investment Manager, Finnfund

Industry and investment leaders discuss how different approaches are being used to connect Asia’s underserved or unconnected regions across the continent.

· Satellite, subsea cable, fibre or wireless – what are the best business cases for serving rural communities, and what are some recent examples and benchmarks
· Public, Private or Project financing? Which are the most effective ways to raise capital and roll out infrastructure?
· What are the opportunities for partnership or M&A, and how are governments encouraging rural network rollout?
· How are digital businesses models transforming the TMT landscape in Asia?
· What related investment opportunities exist? Data, Utilities, Tech, Mobile?

  • Chair

    Michael Chambers
    Managing Director
    New Street Research Singapore

  • Speaker

    Mark Wong
    CFO
    Kacific Broadband Satellites

  • Speaker

    Jussi Ahonen
    Investment Manager
    Finnfund

  • Speaker

    Michael Chambers
    Managing Director
    New Street Research Singapore

14.50 - 15.00

Changeover

 
15.00 - 15.50

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

Telecom Growth Strategies – Assessing new investment and leapfrog opportunities

 

Chaired by Paul Carpenter, Partner, Asia, Hardiman Telecommunications

Kok Leong Yap, CEO, Seatel Group
Gautam Saxena, Board Advisor, Axiata Digital
Prith Lahiri, Head of Telecom and Media, HSBC

Strategy and investment heads from telecom operators and telecom venture arms join investors and advisers to discuss how telecom operators are reinventing themselves to ‘leapfrog’ competitors, by creating new revenue streams, and tapping into new technologies

 

· How are telcos adapting in a low-growth environment?
· How should telcos drive new revenue streams, and where should investment funds go?
· Where are the opportunities for M&A, partnerships and organic growth, and in which verticals?
· Which new technologies could enable telcos to leapfrog competitors, and which business models look most effective?

  • Chair

    Paul Carpenter
    Partner, Asia
    Hardiman Telecommunications

  • Speaker

    Kok Leong Yap
    CEO
    Seatel Group

  • Speaker

    Gautam Saxena
    Board Advisor
    Axiata Digital

  • Speaker

    Prith Lahiri
    Head of Telecom and Media
    HSBC

  • Speaker

    Paul Carpenter
    Partner, Asia
    Hardiman Telecommunications

Option 2

Datacentres Investment and Financing – Who is leading consolidation and investment?

 

Chaired by Bertrand Guiot, Head Of Infrastructure Sector APAC, Natixis

Cyril Rocke, CEO, DataOne Asia
Thyaga Rajan Serniwassas, CEO, Infrastructure & Data Centre, Basis Bay
Preet Gona, CFO & Head of Acquisitions, Bridge Data Centres

Datacentre operators, investors and bankers discuss latest financial and investment trends, successful business models, funding strategies, attractive markets in the Asia and globally, issues of risk management and exposure; and future market developments

• Which geographies offer the best investment opportunities for 2019?
• How are business models and revenue streams changing?
• Who is best placed to lead investment and consolidation regionally and globally?
• What price is financing and what are the best options to raise it?

  • Chair

    Bertrand Guiot
    Head Of Infrastructure Sector APAC
    Natixis

  • Speaker

    Cyril Rocke
    CEO
    DataOne Asia

  • Speaker

    Thyaga Rajan Serniwassan
    CEO, Infrastructure & Data Centre
    Basis Bay

  • Speaker

    Preet Gona
    CFO & Head of Acquisitions
    Bridge Data Centres

  • Speaker

    Bertrand Guiot
    Head Of Infrastructure Sector APAC
    Natixis

Option 3

Mobile Towers Growth Strategies

 

Chaired by Santanu Mitra, Executive Director, DBS Bank

Tilak Raj Dua, Director General, TAIPA
Marc Perusat, Managing Partner, TASC Towers
Raymond Yan, CEO, PT. Centratama Telekomunikasi Indonesia, Tbk.

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 Asia and Globally
· 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
· How does government policy changes in tax, revenue standards and regulations impact finance and tax team at all companies

  • Chair

    Santanu Mitra
    Executive Director
    DBS Bank

  • Speaker

    Tilak Raj Dua
    Director General
    TAIPA

  • Speaker

    Marc Perusat
    Partner
    TASC Towers

  • Speaker

    Santanu Mitra
    Executive Director
    DBS Bank

  • Speaker

    Raymond Yan
    CEO
    PT. Centratama Telekomunikasi Indonesia, Tbk.

Option 4

Beyond the Network – Edge Computing and IoT

 

Chaired by Adrian Fisher, TMT Counsel, Linklaters

Pradeep Kutty, VP, XL Axiata
Roswell Wolff, President of APAC, Sigfox
Andrew Cooke, Assistant General Counsel, Microsoft Asia

· How is the Edge Computing market developing, what are the best business models and who are the key players leading the market?
· How much potential does the Edge Computing market offer? What is the outlook for Personal Edge, Business Edge and Cloudy Edge?
· How will Edge Computing transform the IoT sector, and what knock-on effects will this have?
· What are the opportunities for partnership between telcos and edge computing firms?

  • Chair

    Adrian Fisher
    TMT Counsel
    Linklaters

  • Speaker

    Pradeep Kutty
    VP
    XL Axiata

  • Speaker

    Roswell Wolff
    President of APAC
    Sigfox

  • Speaker

    Andrew Cooke
    Assistant General Counsel
    Microsoft Asia

  • Speaker

    Adrian Fisher
    TMT Counsel
    Linklaters

15.50 - 16.20

Networking Break

 
16.20 - 17.00

Next Generation Broadcast - TV and video streaming business models for digital

 

Chaired by Rob Gilby, CEO & Founder, Blue Hat Ventures

Nilesh Zaveri, CFO & COO, VICE Asia Pacific
Peter Bithos, CEO, HOOQ
Fred Chong, Group CEO, WebTVAsia
Ali Hussein, COO, Eros Now

Leaders from Cablecos, Satellite TV operators, Public Broadcasters and online video companies in Asia discuss how next generation services can enable both OTT and Pay-TV broadcasters to coexist and compete in a digital age 


· Making the transition - which Pay-TV companies are leading the way with streaming and digital first strategies? 
· Partnership models - how are national broadcasters and private companies working together to take on engage the FAANGS? 
· Content acquisition and production- what are the latest valuation benchmarks and most effective strategies?
· Access to capital - what investment is needed and where is this best deployed? 
· How will consolidation and convergence impact future growth and investment opportunities globally? 

  • Chair

    Rob Gilby
    CEO & Founder
    Blue Hat Ventures

  • Speaker

    Rob Gilby
    CEO & Founder
    Blue Hat Ventures

  • Speaker

    Nilesh Zaveri
    CFO & COO
    VICE Asia Pacific

  • Speaker

    Peter Bithos
    CEO
    HOOQ

  • Speaker

    Fred Chong
    Group CEO
    WebTVAsia

  • Speaker

    Ali Hussein
    COO
    Eros Now

17.00 - 17.15

Keynote Speech

 

Speaker to be announced

17.15 - 18.00

TMT Infrastructure Panel – How will mobile and broadband infrastructure investment drive deals?

 

Chaired by Kingston Pang, Managing Director, Redpeak Advisers

Steve Weiss, CFO, Protelindo
Malcolm Rodrigues, CEO, MyRepublic
Sudhir Prasad, CEO, ATC Telecom Infrastructure
Nidhi Dhruv, VP - Senior Analyst, Corporate Finance Group, Moody's Investors Service

Broadband and mobile infrastructure owners and operators discuss investment strategies, transaction trends, and plans for new partnerships and network rollout. 

· Who is leading investment into TMT infrastructure and broadband in Asia and globally?
· What recent M&A and investment have we seen for fibre and broadband assets, and what are the current valuation levels and benchmarks? Is this changing? 
· Optimising Infrastructure management, financing and ROI- what are the most effective models for ownership of next generation networks and services
· Assessing business models and next stage developments for the sale, leaseback and partnership models for mobile towers
· How are disruptive business such as Project Loon changing business cases

  • Chair

    Kingston Pang
    Managing Director
    Redpeak Advisers

  • Speaker

    Steve Weiss
    CFO
    Protelindo

  • Speaker

    Malcolm Rodrigues
    CEO
    MyRepublic

  • Speaker

    Sudhir Prasad
    CEO
    ATC Telecom Infrastructure

  • Speaker

    Nidhi Dhruv
    VP - Senior Analyst, Corporate Finance Group
    Moody's Investors Service

  • Speaker

    Kingston Pang
    Managing Director
    Redpeak Advisers

18.00 - 20.00

Networking Drinks and Canapes