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Agenda - Day 2

12:35-13:15

Panel: Could LEO satellite and teleport carve-outs deliver infrastructure-grade yields?

  • Are teleport carve-outs becoming credible long-term investment plays?
  • Is the teleport ecosystem investable on its own, or is it dependent on LEO performance?
  • What are investors’ offtake/anchor tenant revenue demands?
  • How is regulation and competition priced into the risk?

  • Moderator

    Sören Grabowski
    Partner
    EY-Parthenon Germany

  • Speaker

    Sören Grabowski
    Partner
    EY-Parthenon Germany

  • Speaker

    Shuja Khan
    CEO
    Arqiva

  • Speaker

    Lucie Liversain
    Chief of Staff
    Skynopy

  • Speaker

    Maureen Haverty
    Investment Principal
    Seraphim Space

  • Speaker