Agenda

Filter
08.00 – 08.45

Networking Breakfast

 
08.45 - 08.50

Official Opening

 
08.50 - 09.00

TMT M&A Deal Talk - By TMT Finance

 
09.00 - 09.15

TMT Leadership Fireside Chat

 
09.15 - 09.30

Opening Visionary Keynote Speech

 
09.30 - 10.10

TMT Leadership Panel – Building communications companies fit for the next decade of connectivity and disruption

 

Michael Sherman, Group Chief Strategy and Transformation Officer, BT

More speakers to be announced

The TMT companies likely to succeed in the next chapter of connectivity will need to adapt to a unique set of challenges and disruption like never before. In this opening panel, leaders from Europe’s key TMT companies discuss the most pressing issues facing the sector: from 5G deployment, M&A plans and network infrastructure strategies – to the arrival of new technologies and smart, data-driven business models.

• Smart investing: where are leading TMT operators finding success in boosting new areas of revenue growth in connectivity and services?
• 5G: assessing return on investment and value creation across the broad ecosystem of super-fast networks
• Infrastructure strategies: planning the next wave of M&A, partnerships, and the shift away from absolute network self-provision
• Emerging tech: finding strategic opportunities among the influx of new business models, disruption and emerging technologies

  • Speaker

    Michael Sherman
    Group Chief Strategy and Transformation Officer
    BT

10.10 - 10.25

Visionary Keynote Speech / Fireside Chat

 

By Sanjiv Ahuja, Chairman, Tillman Global Holdings

  • Speaker

    Sanjiv Ahuja
    Chairman
    Tillman Global Holdings

10.25 - 11.00

Enterprise Cloud and Internet Infrastructure - Who is leading the next phase of hyper growth?

 

Chaired by Olivier Wolf, Partner, EY-Parthenon

Speakers
Chris Godsmark, Managing Partner, Oakley Advisory Limited
Fernando Chueca, Managing Director, Carlyle Europe Technology Partners

More speakers to be announced

Enterprise cloud and datacentre leaders, investors and financiers discuss how the role of hyperscalers are shifting market dynamics, where capital is available for investment, and which opportunities exist in areas such as edge computing.

• Future growth: assessing opportunities across the services and infrastructure layers, including processing, hosting, bandwidth and edge computing
• How are business model developing and where are the opportunities to invest?
• What is the impact of hyperscalers, and how is increased segmentation impacting the market?
• Who is buying, building, consolidating? How are valuations and financing options changing?

  • Chair

    Olivier Wolf
    Partner
    EY-Parthenon

  • Speaker

    Chris Godsmark
    Managing Partner
    Oakley Advisory

  • Speaker

    Fernando Chueca
    Managing Director
    Carlyle Europe Technology Partners

11.00 - 11.45

Networking Break

 
11.45 – 12.45

Main Stage

 

Including Visionary Keynote Speech and the Digital Infrastructure Panel:

11.45 – 12.00

Visionary Keynote Speech

 
12.00 – 12.45

The Digital Infrastructure Panel – Investing in infrastructure convergence for 5G and beyond

 

Alex Mestre, COO, Cellnex
Suruchi Ahuja, CFO, Tillman Infrastructure

More speakers to be announced

Key industry leaders, investors and financiers assess transactions and investment strategies across the critical asset classes of digital infrastructure: wireless towers, data centers and fibre – and look at how these will enable the growth of the 5G ecosystem and smart connectivity in Europe.

• Assessing the key verticals: which investments are proving most effective in towers, data centres, fibre and small cell and what are the next paths to growth? Are there other infra verticals attracting attention? 
• Transactions and valuations – where is M&A happening, what are the drivers and valuation benchmarks, and what finance is available? What does this say about the state of the industry? 
• Investor analysis: How is the nature of buyers and sellers changing in Europe, and what is the impact of increasing cross-border investment and the presence of non-traditional investors in the sector? What lessons can be learnt from the US market? 
• The future business models – how can towercos, fibrecos and datacentre operators each tap into the next wave of connectivity and the 5G ecosystem?

  • Speaker

    Alex Mestre
    COO
    Cellnex

  • Speaker

    Suruchi Ahuja
    CFO
    Tillman Infrastructure

11.45 – 12.45

Interactive Breakout Sessions

 

Each interactive breakout session takes place in a private room led by an industry expert. Chatham House Rules Apply. Choose from 2 options:

Option 1

Telecoms M&A strategies - Assessing the next wave of deal flow

 

Nuno Machado, Managing Director, Morgan Stanley 

More speakers to be announced

Industry executives, investors and advisers discuss how telecom investment strategies are changing in response to infrastructure ownership models, changes in technology and increased connectivity and demand for data.

• How is technology impacting telecoms business models, and what new paths are operators taking?
• Investing in 5G and full-fibre networks - capturing revenue in the next phase of connectivity
• Infrastructure M&A - asset light vs fixed network ownership
• Where are the opportunities for private equity and regional players?
• What role will regulators have in shaping where and how operators do business?
• How is access to financing changing? How is that affecting deal flow?

  • Speaker

    Nuno Machado
    Managing Director
    Morgan Stanley

Option 2

Urban Connectivity and The Edge

 

Mitch De Geest, CEO, Citymesh
Stephen Douglas, Head of 5G Strategy, Spirent Communications
Guillermo Pedraja, Head of Networks, 5G & IoT, NTT DATA UK

More speakers to be announced

5G, Small Cell and the development of technologies such as Edge Computing promise to reduce costs and offer unparalleled connectivity options. Leaders from telcos, datecentre and cloud providers, and other investors and stakeholders discuss the opportunities and successful business models being born out of increased urban connectivity.

• Who is investing in, and best placed to take advantage of, the potential offered by urban connectivity and edge computing?
• What business models and use cases are most effective for increased connectivity in dense, urban areas? How are these being deployed and funded?
• Partnerships – how are tech companies, infrastructure providers, telcos and authorities working together successfully (or not) to support increased connectivity in urban areas?
• What are the next steps towards enabling Smart City infrastructure?
• Security – what implications does it have and where are the opportunities for cybersecurity companies, or impact on investment/acquisition decisions?

  • Speaker

    Mitch De Geest
    CEO
    Citymesh

  • Speaker

    Stephen Douglas
    Head of 5G Strategy
    Spirent Communications

  • Speaker

    Guillermo Pedraja
    Head of Networks, 5G & IoT
    NTT DATA UK

12.45 – 13.45

Networking Lunch

 
13.45 – 14.45

Interactive Breakout Sessions

 

Each breakout session takes place in a private room led by an industry expert. Chatham House Rules Apply. Choose from 6 options.

Option 1

Financing TMT – How are debt and equity financing options changing?

 

Benoît Tanguy, Global Co-Head of TMT, Société Générale CIB
Ranesh Verma, Managing Director, Global Sector Head, TMT & Healthcare, ING

More speakers to be announced

Finance heads, investment bankers and investors assess evolving trends in European TMT debt and equity markets.

• Acquisition, LBO and capex financing – how are pricing and conditions changing?
• Scaling up – how can high growth and mid-cap companies increase access to capital?
• How has the growth of infrastructure funds changed the market?
• Greenfield investments – in what ways can investors mitigate construction risk?
• Regulatory risk – where are the challenges and opportunities?
• Equity Capital Markets – what’s the 2020/21 outlook?

  • Speaker

    Benoît Tanguy
    Global Co-Head of TMT
    Société Générale CIB

  • Speaker

    Ranesh Verma
    MD, Global Sector Head, TMT & Healthcare
    ING Bank

Option 2

Fibre Investment - The race to build, buy and connect

 

Pieter-Jan Bouten, Managing Director, Head of UK, Greenhill
Uwe Nickl, Group Managing Director, Deutsche Glasfaser Group
Gareth Williams, CEO, Gigaclear

More speakers to be announced

The Fibre Network – How are new investments and consolidation changing shaping the future European fibre network?
Fibre investment is spreading like outstretched fingers across Europe, urban, rural and backhaul networks are all seeing strong growth and healthy investor demand. In this panel discussion network operators and investors will discuss the future of fibre networks across Europe.

• A year of fibre M&A – where are we at, what deals have taken place, and what’s still left to happen?
• How are valuations and business models changes, and attitudes to risk and the threat of overbuild?
• What does the growth of other digital infrastructure mean for fibre investment?
• Concessions across Europe: what is the flow of new opportunities for 2020/21? Are there refinancing opportunities?
• How well placed are current players to capitalise on the backhaul demands of 5G, small cell and datacentre growth?

  • Speaker

    Pieter-Jan Bouten
    MD, Head of UK
    Greenhill

  • Speaker

    Uwe Nickl
    Group Managing Director
    Deutsche Glasfaser Group

  • Speaker

    Gareth Williams
    CEO
    Gigaclear

Option 3

Mobile Towers – Capturing the next phase of growth

 

Scott Coates, CEO, Wireless Infrastructure Group
Gulfraz Qayyum, Managing Director, TMT Investment Banking, Citi
Rhys Phillip, CEO, Cornerstone
Katherine Motlagh, CFO, EMEA & Latin America, American Tower

Wireless tower, broadcast tower and infrastructure leaders, adviser and investors assess strategies for the mobile infrastructure market, the next wave of opportunities and the upcoming changes posed by 5G and fibre.

• Towerco developments in Europe – Which business models are working, and where? Which M&A transactions have taken place and what is the pipeline like for 2020/2021? 
• The next phase of growth - where should towercos play in fibre, small cell, 5G and edge computing?
• MNO Partnerships - working with MNOs on the next phase of outsourcing, Partnerships, acquisitions and network rollout
• Optimising infrastructure management and managing assets
• Financing - Which financing options are available for new growth opportunities and M&A?

  • Speaker

    Scott Coates
    CEO
    Wireless Infrastructure Group

  • Speaker

    Gulfraz Qayyum
    Managing Director, TMT Investment Banking
    Citi

  • Speaker

    Rhys Phillip
    CEO
    Cornerstone

  • Speaker

    Katherine Motlagh
    CFO, EMEA & Latin America
    American Tower

Option 4

Investing in Datacentres and Cloud – What is driving consolidation and investment in the market?

 

Thomas de Villeneuve, Partner, Apax Partners
Brenden Rawle, Director of Interconnection - EMEA, Equinix
Dharman Sury, CFO, DATA4

More speakers to be announced

Investing in Datacentres and Cloud – What is driving consolidation and investment in the market?
Cloud, hosting and datacentre leaders, investors and advisers discuss investment, growth and consolidation strategies.

• Who is best placed to lead investment and consolidation in Europe?
• What has driven infrastructure fund interest in datacentres and cloud infrastructure?
• Are there dangers of overcapacity depressing yields, or has built out been disciplined?
• How will the growth of edge computing drive consolidation of smaller datacentres
• Is the cloud infrastructure marketplace segmenting? How will that affect investment?

  • Speaker

    Thomas de Villeneuve
    Partner
    Apax Partners

  • Speaker

    Brenden Rawle
    Director of Interconnection - EMEA
    Equinix

  • Speaker

    Dharman Sury
    CFO
    Dharman Sury, CFO, DATA4

Option 5

Telco Growth and Innovation – Building beyond voice and data services

 

Thomas Dhondt, M&A Director, Proximus

More speakers to be announced

In this session, telco leaders, advisers and other stakeholders discuss how telcos are preparing for the next phase of growth, what revenues will be generated, and where investment and innovation is needed most. This all against a backdrop of a widespread doubling down on core markets and the sale of key infrastructure assets, in order to optimise balance sheets and build the businesses of the future.

• Where are the examples of telcos moving beyond their core businesses? What lessons can be learnt? Which operators are succeeding?
• How will the next wave of growth affect M&A? What should telcos inorganic growth strategies look like, and what opportunities will that provide others (investors, specialist players) with?
• Building beyond voice and data: which segments – enterprise, digital, content, security, banking, other – offer the most growth opportunities for telcos?
• Infrastructure: optimising for growth via new investments in fibre, and divesting non-core assets. How will 2020/21 play out and what deal activity will we see?
• New technologies: how should telcos fit within the ecosystems of the future and what are the threats and opportunities

  • Speaker

    Thomas Dhondt
    M&A Director
    Proximus

Option 6

5G – infra rollout, value creation and network evolution

 

Speakers to be announced

Telecom operators, vendors and investors discuss the evolution of 5G networks and how the ecosystem is changing – plus what infrastructure investment is required, the latest spectrum benchmarks, and where are opportunities for value creation.

• ROI and Mobile Monetisation - how are expectations for 5G being balanced against the investment case? What approach are telecom operators taking?
• Infrastructure – what investment is required and by whom? Where are the most attractive opportunities?
• Telco software, radio technology, network automation, and AI-led-analytics - where are the opportunities for innovation, investment and acquisitions as networks evolve?
• How viable are the 5G use cases, and what is the potential timing?
• What is the latest on regulation and policy supporting investments in 5G?

14.45 – 15.30

Afternoon Networking Break

 
15.30 - 16.20

Main Stage

 

Including Visionary Keynote Speech and The Fibre Leadership Panel:

15.30 – 16.05

The Fibre Leadership Panel – Assessing the race to full fibre coverage and investment

 

Matthias Fackler, Partner, EQT Partners
Dana Tobak, CEO & MD, Hyperoptic
Greg Mesch, CEO, CityFibre
Uwe Nickl, Group Managing Director, Deutsche Glasfaser Group

Buoyed by the general push towards full fibre penetration in key markets, Europe’s fibre sector is hot, with soaring EBITDA multiples and a multitude of new investment plans and M&A underway. This panel brings together leading operators and investors in the sector to discuss the opportunities facing the industry.

• Regional analysis – assessing Europe’s key fibre markets in terms of competition, ease of rollout and investment climate
• The political environment – how are operators feeling in terms of subsidies, regulation and support from governments? What opportunities are being created by the push towards full fibre in various countries?
• Consolidation and M&A – are we going to see in-market rationalisation and cross-border consolidation? How is the profile of investors changing?
• How to assess and manage capex costs and ROI, and hunt out the right opportunities
• Assessing the overall investment climate – is there a danger of another bubble with overcapacity and under-penetration? What lessons can be learned from past mistakes?

  • Speaker

    Matthias Fackler
    Partner
    EQT Partners

  • Speaker

    Dana Tobak
    CEO & MD
    Hyperoptic

  • Speaker

    Greg Mesch
    CEO
    CityFibre

  • Speaker

    Uwe Nickl
    Group Managing Director
    Deutsche Glasfaser Group

16.05 – 16.20

Visionary Keynote Speech or Leadership Fireside Chat

 
15.30 - 16.20

Interactive Breakout Sessions

 

Each interactive breakout session takes place in a private room led by an industry expert. Chatham House Rules Apply. Choose from 2 options:

Option 1

Cybersecurity services and solutions – emerging M&A and investment patterns

 

Chaired by Panos Metsis, Partner, Akira Partners

Carlos Alberto Silva, Managing Director, Sonae IM
Matthew Jacobs, Investment Director, Livingbridge

More speakers to be announced

Cybersecurity-focused company executives, investors and stakeholders discuss the rapidly changing market landscape and resulting key trends and opportunities

• What are the hottest areas for investment and M&A at scale in cybersecurity currently?
• What is the role of European telcos in this space: will Orange’s European M&A paradigm continue and/or be emulated by others? How do relative valuation levels impact strategies?
• What drives the subdued transatlantic M&A activity in the space – and will Israel remain the notable exception and why?
• IoT, 5G network infrastructure, enterprise cloud migration: does the expanding attack surface create new M&A/investment opportunities – and for whom?
• Vendors, telcos, other service providers: who are best positioned to benefit from sector trends?

  • Chair

    Panos Metsis
    Partner
    Akira Partners

  • Speaker

    Panos Metsis
    Partner
    Akira Partners

  • Speaker

    Carlos Alberto Silva
    Managing Director
    Sonae IM

  • Speaker

    Matthew Jacobs
    Investment Director
    Livingbridge

Option 2

The Internet of Things - Applications, services and innovations

 

Chaired by Thierry Levenq, Managing Director, Connecting Advisors

Phil Skipper, Head of Business Development M2M, Vodafone
Marc Overton, Chief Solutions Officer, Sierra Wireless

More speakers to be announced

IoT progressively reaches maturity but remains a complex ecosystem. In this discussion leaders and investors from the communications, technology and IoT sector will discuss the best winning strategies and how to get scale either organically or through M&A.

• How to best connect millions of devices
• Core trends in the chip and module worlds. How consolidation could shape
• Role of the operators in shaping the ecosystem
• Where to find scale in IoT today and tomorrow both from a connectivity and application point of view

  • Speaker

    Thierry Levenq
    Managing Director
    Connecting Advisors

  • Speaker

    Phil Skipper
    Head of Business Development M2M
    Vodafone

  • Speaker

    Marc Overton
    Chief Solutions Officer
    Sierra Wireless

16.20 – 17.00

TMT M&A Panel – What is driving the next wave of transactions in European TMT?

 

Christian Lesueur, MD, Global Head of TMT Investment Banking, UBS
Laurence Hainault, MD, Head of EMEA Telecom, Credit Suisse
Jake Donavan, President of Europe, LionTree

More speakers to be announced

Leading heads of TMT M&A from industry, investment banks and private equity investors discuss the next wave of transactions in European TMT, and assess the best strategies for leading and negotiating complex deals in a rapidly changing market

• 2020 review: what major deals have been done, what’s on the table now, and what else do we expect over the next 12-24 months? What does that say about the state of the sector?
• How is the profile of buyers and sellers changing, and what are the key deal drivers across: telecoms, infrastructure, software, cloud, fintech and media.
• How are valuation benchmarks developing, and what impact are access to financing and regulatory conditions having on the market?
• Emerging technologies: What impact are disruptive technologies having on the TMT industry at large, and how is that impacting M&A?

  • Speaker

    Christian Lesueur
    Managing Director, Global Head of TMT Investment Banking
    UBS

  • Speaker

    Laurence Hainault
    MD, Head of EMEA Telecom
    Credit Suisse

  • Speaker

    Jake Donovan
    President
    LionTree

17.00 – 19.00

Networking Drinks