Agenda

07.45 - 08.30

Networking Breakfast

 
08.30 - 08.35

Official Opening

 

Dominic Lowndes, CEO, TMT Finance

08.35 - 08.45

TMT M&A Deal Talk – Which Deals are Next?

 

A summary of the most important live deals in digital infrastructure and services over the next 12 months

 

Thomas Simpson, Americas Editor, TMT Finance

08.45 - 09.00

Opening Leadership Fireside Chat: Creating Long-Term Value in Digital Infrastructure Businesses

 

With Sanjiv Ahuja, Chairman, Tillman Global Holdings

Chaired by Jennifer M. Fritzsche, Managing Director, Greenhill & Company

  • Chair

    Jennifer Fritzsche
    Managing Director
    Greenhill

  • Speaker

    Sanjiv Ahuja
    Chairman
    Tillman Global Holdings

09.00 - 09.45

Digital Infrastructure Leaders Panel: Who Will Lead the Next Wave?

 

As billions of dollars pour into new investment and M&A across the four core segments of digital infrastructure, how are leading investors, operators and advisers seeing the market developing, and where is the smart money heading? Our panel discuss plans to take advantage of the dramatic growth of internet traffic and next generation connectivity

  • Who is leading investment and where are the opportunities for growth?
  • How is M&A impacting the market and which sub-sectors are most active?
  • Which new digital infra business models offer the most revenue and profit potential?
  • Build vs buy– which growth strategies are winning in the current market?
  • How is convergence affecting investment in fiber, towers, datacenters and small cells?

Chaired by Richard S. Lukaj, Senior Managing Director, Bank Street Group

Speakers
Sachit Ahuja, Managing Director, Tillman Global Holdings
Gerald Marshall, President & CEO, Netrality Data Centers 
Brett Lindsey, President & CEO, Everstream

  • Chair

    Richard S. Lukaj
    Senior Managing Director
    Bank Street Group

  • Speaker

    Brett Lindsey
    President & CEO
    Everstream

  • Speaker

    Gerald Marshall
    President & CEO
    Netrality Data Centers

09.45 - 10.30

Digital Infrastructure M&A Leaders Panel – How are Mergers and Acquisitions Changing the Industry?

 

Digital Infrastructure M&A leaders discuss the next wave of transactions in digital infrastructure and services. Panellists will assess the best strategies for leading and negotiating complex deals in a rapidly changing market

  • How are TMT M&A deals changing and what are the next big trends that will impact telecom and digital infrastructure transactions in the US and globally?
  • Where is M&A happening, what are the drivers, and how are valuations developing across the US and globally?
  • What is driving deal flow, including upcoming changes to the US tax environment? When is the right time to exit?
  • Where are the M&A and investment opportunities in the current market?
  • How is the profile of investors in digital infrastructure changing and what new financing structures are being deployed?
  • How is access to financing, changes in valuations and regulatory conditions shaping deal flow?

Chaired by Kemal Hawa, Shareholder, Greenberg Traurig

Speakers 
Kevin Smithen, Chief Commercial and Strategy Officer, DigitalBridge
John Kinnaman, Managing Director, Accenture Strategy
Jan Vesely, Partner, EQT Partners
Jason Tofsky, MD, Head of Telecom Investment Banking, Goldman Sachs

  • Chair

    Kemal Hawa
    Shareholder
    Greenberg Traurig

  • Speaker

    Kevin Smithen
    Chief Commercial and Strategy Officer
    DigitalBridge

  • Speaker

    John Kinnaman
    Managing Director
    Accenture Strategy

  • Speaker

    Jason Tofsky
    MD, Head of Telecom Investment Banking
    Goldman Sachs

  • Speaker

    Jan Vesely
    Partner
    EQT Partners

10.30 - 11.00

Networking and Coffee Break

 
11.00 - 11.40

Fiber and Broadband Panel – Growth Strategies for Broadband Infrastructure

 

The coronavirus pandemic has accelerated the already high need for quality broadband across the US. In this session we’ll explore the growth opportunities and strategies for funding the rollout across the US, including how long the runway is for the current investment cycle.

  • Assessing growth strategies for FTTx: M&A, roll-ups and new build
  • Where are the best opportunities in FTTP and FTTH  in 2022
  • How to leverage the overbuild growth opportunity
  • What are the best financing options and how is investment criteria changing?

Chaired by Garrett Baker, Global Co-Head - Telecom, Media & Entertainment Group, Lazard

Speakers

Chad Crank, Managing Director, Grain Management
Jon Couch, CFO, FiberLight
Ryan Thom, Investment Director, Antin Infrastructure Partners

  • Chair

    Garrett Baker
    Global Co-Head - Telecom, Media & Entertainment Group
    Lazard

  • Speaker

    Jon Couch
    CFO
    FiberLight

  • Speaker

    Ryan Thom
    Investment Director
    Antin Infrastructure Partners

11.40 - 11.55

Visionary Keynote Speech

 
11.55 - 12.35

The Future TowerCo Panel – Consolidation and How Can Tower Operators Tap into the Next Wave of Connectivity

 
  • Who is leading investment and where are the opportunities for growth?
  • How is M&A impacting the market and which sub-sectors are most active?
  • Which new tower business models offer the most revenue and profit potential?
  • How is convergence affecting investment in towers?

Chaired by Lawrence Askowitz, Managing Director, Bank Street Group

 

Speakers
Jimmy Eisenstein, Chairman and CEO, Grupo TorreSur
Andrew Grapkowski, SVP Corporate Development, Diamond Communications
Nathan Foster, Founder & CEO, Atlas Tower Group
Robert Paige, SVP of M&A, VerticalBridge
Alexander Schwartz, Vice President Business Development, Tillman Infrastructure 

  • Chair

    Lawrence Askowitz
    Managing Director
    Bank Street Group

  • Speaker

    Jimmy Eisenstein
    Chairman and CEO
    Grupo TorreSur

  • Speaker

    Andrew Grapkowski
    Senior Vice President, Corporate Development
    Diamond Communications

  • Speaker

    Robert Paige
    SVP of M&A
    Vertical Bridge

  • Speaker

    Nathan Foster
    Founder and CEO
    Atlas Tower Group

  • Speaker

    Alexander Schwartz
    Vice President, Business Development
    Tillman Infrastructure

12.35 - 13.30

Networking and Lunch

 
13.30 - 14.20

Breakout Sessions A

 

Each breakout session takes place in a private room led by an industry expert. Chatham House Rules Apply. Choose from 5 options.

Option 1

Rural Broadband – Investing in High-speed Connectivity Across the US to Bridge the Digital Divide

 

With access to high-speed internet connectivity increasingly essential, industry leaders examine innovative business strategies and the recent influx of capital in the space as operators and investors strive to meet the needs of rural customers that previously were unable to connect.

  • Reaching the remote pockets: where are the greatest opportunities for rural broadband investment in the US?
  • Which players are spearheading the changing face of rural US broadband?  
  • Where are current investment cycles at for rural fiber companies?
  • RDOF: who is best placed to connect rural America? 
  • To buy or to build?

Chaired by Garrett Baker, Global Co-Head - Telecom, Media & Entertainment Group, Lazard

 

Speakers
Dan Kennedy, President and CEO, symetry fiber
Dan Davis, CEO, Arcadian Infracom
Ted Mocarski, Senior Partner, Novacap
Jim Turner, Former President & CEO, IFN

Investing in high-speed connectivity across the US to bridge the digital divide

  • Chair

    Garrett Baker
    Global Co-Head - Telecom, Media & Entertainment Group
    Lazard

  • Speaker

    Dan Kennedy
    President and CEO
    symetry fiber

  • Speaker

    Dan Davis
    CEO
    Arcadian Infracom

  • Speaker

    Ted Mocarski
    Senior Partner
    Novacap

  • Speaker

    Jim Turner
    Former President & CEO
    IFN

Option 2

Enterprise Cloud – Driving Growth and Establishing the Next Frontier

 

Cloud communications have changed how enterprises collaborate internally and interact with their customers. As firms migrate away from traditional telephony and email, how is the communications industry reacting to this change? What investments are necessary to take advantage?

 

  • Assessing the market: emerging developments in cloud comms M&A and financing
  • Is there enough capacity to support demand and what does the next 3 to 5 years look like?
  • Growth and investment – Build your own network vs looking for support from providers
  • How is the relationship between cloud cos and providers changing?
  • What are the prospects for consolidation in the market?

Chaired by Laura Fazio, Managing Director Technology & Telecom Banking, Huntington Bank

Speakers
Valtin Gallani, Director, SocGen
Bruce Lehrman, CEO, Involta
Jeff Barber, Partner and EVP of Sales and Marketing, Prime Data Centers
Jeff Ferry, Director, Goldman Sachs
Joseph Junda, Managing Director TMT, Capital One

  • Chair

    Laura Fazio
    Managing Director Technology & Telecom Banking
    Huntington Bank

  • Speaker

    Valtin Gallani
    Director
    SocGen

  • Speaker

    Bruce Lehrman
    Co-Founder and CEO
    Involta

  • Speaker

    Jeff Barber
    Partner and EVP of Sales and Marketing
    Prime Data Centers

  • Speaker

    Jeff Ferry
    Director
    Goldman Sachs

  • Speaker

    Joseph Junda
    Managing Director TMT
    Capital One

Option 3

Financing Digital Infrastructure and Services – How are Debt and Equity Financing Options Changing?

 

Finance heads, investment bankers and investors assess evolving trends in global 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 have digital infrastructure trends and global changes caused financing strategies to evolve over the past 18 months?
  • Greenfield investments: where are the opportunities to put financing to work?
  • Equity Capital Markets – what’s the 2021 outlook? 

Chaired by David Strauss, Principal, Broadband Success Partners 

Speakers

Nirav Shah, Managing Director, EQT Partners 
Patrick Fear, Managing Director, AB Private Credit Investors 
Andrew Frey, Partner, Searchlight Capital 

  • Chair

    David Strauss
    Principal
    Broadband Success Partners

  • Speaker

    Nirav Shah
    Managing Director
    EQT Partners

  • Speaker

    Patrick Fear
    Managing Director
    AB Private Credit Investors

  • Speaker

    Andrew Frey
    Partner
    Searchlight Capital

Option 4

Latin America – Exploring Cross-border Digital Infrastructure Investment Strategies for Key Growth Markets across Latin America

 

With valuation expectations and competition for digital infrastructure assets in mature markets intensifying, investors seek geographical avenues with high-growth prospects to deploy capital.

  • Why are we seeing such increased interest in Central and South American digital infrastructure?
  • Outbound US M&A: How is appetite changing for US outbound investment into Latin American markets? Which countries and subsectors offer the most opportunity?
  • How are new entrants finding operating and dealmaking in the region?
  • What are the growth prospects for operators in Central and South America?
  • What are the challenges of transacting in the region and how are buyers and sellers navigating them?

Chaired by Richard S. Lukaj, Senior Managing Director, Bank Street Group

Speakers
Waldemar Szlezak, Managing Director Infrastructure, KKR
Jimmy Eisenstein, Chairman and CEO, Grupo TorreSur 
Chase Killeen, SVP - Finance, Corporate Development & Strategy, Transtelco

  • Chair

    Richard S. Lukaj
    Senior Managing Director
    Bank Street Group

  • Speaker

    Waldemar Szlezak
    Managing Director Infrastructure
    KKR

  • Speaker

    Jimmy Eisenstein
    Chairman and CEO
    Grupo TorreSur

  • Speaker

    Chase Killeen
    SVP - Finance, Corporate Development & Strategy
    Transtelco

Option 5

Wireless infrastructure - Assessing Growth Strategies in the US Market

 

Wireless tower, broadcast tower and infrastructure leaders and investors assess strategies for the US wireless infrastructure market, focusing on the next wave of opportunities and industry changes posed by 5G and fiber in relation to the towers market.

  • Investing in the next phase of growth: The value of moving into higher growth markets of fiber, small cell, 5G, datacenters and edge computing?
  • Growth opportunities presented by new entrants and other emerging MNOs
  • Partnerships between public and private operators - working with MNOs on the next phase of outsourcing, partnerships, acquisitions and network rollout
  • Financing for build vs buy - Which financing options are available for new growth opportunities and M&A?
  • Critical Importance of macro towers in network evolution

Chaired by Mark Thiele, CEO and Co-Founder, Edgevana

 

Speakers
Todd Boyer, CEO, TowerCo
Ryan Lepene, Co-President, Peppertree Capital Management
Nathan Foster, Founder & CEO, Atlas Tower Group
Matt Newton, CEO, Everest Infrastructure Partners
SherAfgan Mehboob, CFO and Head of Corporate Development, Tillman Digital Cities

  • Chair

    Mark Thiele
    CEO and Co-Founder
    Edgevana

  • Speaker

    Todd Boyer
    CEO
    TowerCo

  • Speaker

    Matt Newton
    CEO
    Everest Infrastructure Partners

  • Speaker

    Ryan Lepene
    Co-President
    Peppertree Capital Management

  • Speaker

    SherAfgan Mehboob
    CFO & Head of Corporate Development
    Tillman Digital Cities

  • Speaker

    Nathan Foster
    Founder and CEO
    Atlas Tower Group

14.20 - 14.25

Changeover

 
14.25 - 15.15

Breakout Sessions B

 

Each breakout session takes place in a private room led by an industry expert. Chatham House Rules Apply. Choose from 5 options.

Option 1

Satellite Broadband Investment and M&A Opportunities

 

Industry leaders discuss the swathe of restructurings and M&A transactions in the sector over the past 18 months, changing customer demands, and the vision driving ongoing network evolutions.

  • How has Covid-19 led customers’ demands to change and how have those in the industry risen to meet the demand?
  • Opportunities in a rapidly evolving LEO and GEO satellite landscape
  • M&A outlook and impact of recent restructurings
  • How can infrastructure investors add value to sector?

Chaired by David Strauss, Principal, Broadband Success Partners 

 

Speakers
Joe Spytek, CEO, Speedcast
Frank Albus, VP Corporate Development and Business Intelligence, Anuvu
Steven Pickett, Former CEO & President, RigNet

  • Chair

    David Strauss
    Principal
    Broadband Success Partners

  • Speaker

    Joe Spytek
    CEO
    Speedcast

  • Speaker

    Frank Albus
    VP Corporate Development and Business Intelligence
    Anuvu

  • Speaker

    Steven Pickett
    Former CEO & President
    RigNet

Option 2

Datacenters – How are Investors Targeting the Next Wave of Opportunities

 
  • How has greenfield financing developed over the past 18 months+ to meet the data and investment demand?
  • What impact are green initiatives having on datacentre investments and financings?
  • How are soaring valuations impacting the dealmaking process?
  • What impact is edge computing having on datacenter investments?
    (final focus and bullet points currently being finalised)

Chaired by Miles Loo, EVP & Global V&A Practice Lead, Newmark

 

Speakers 
Sharif Metwalli, CFO, Vantage Data Centers
Tony Rossabi, CEO, Recovery Point Group
Kevin O'Donnell, CFO, DC BLOX
Anubhav Raj, CFO, Aligned
Daniel English, Co-Founder and President, Legacy Investing

  • Speaker

    Miles Loo
    EVP & Global V&A Practice Lead
    Newmark

  • Speaker

    Anubhav Raj
    CFO
    Aligned

  • Speaker

    Sharif Metwalli
    CFO
    Vantage Data Centers

  • Speaker

    Tony Rossabi
    CEO
    Recovery Point Group

  • Speaker

    Kevin O'Donnell
    CFO
    DC BLOX

  • Speaker

    Daniel English
    Co-Founder & President
    Legacy Investing

Option 3

Densification and Small Cells – Investing in New Infrastructure to Deliver 5G

 
  • How is investment appetite for small cells changing? Where are the opportunities?
  • Are current financing models for densification sufficient for a national 5G program?
  • How would the financing of small cells differ from traditional investment in macro cells? 
  • What plans are there to improve cooperation with municipalities and real estate owners?

Chaired by Jennifer Fritzsche, Managing Director, Greenhill & Company

 

Speakers
Michael Morey, President & CEO, Bluebird Network
Michael Brescio, CFO, ZenFi Networks
Todd Crick, Co-Founder & Partner, Astra Capital Management

  • Chair

    Jennifer Fritzsche
    Managing Director
    Greenhill

  • Speaker

    Michael Morey
    President & CEO
    Bluebird Network

  • Speaker

    Todd Crick
    Co-Founder & Partner
    Astra Capital Management

  • Speaker

    Michael Brescio
    CFO
    ZenFi Networks

Option 4

UCaaS – Assessing Opportunities for Investment in Unified Comms

 

Cloud and UCaaS leaders explore how to build and grow a market leading UCaaS company as investment interest in the sector continues to soar.

  • How much growth potential is there to UCaaS businesses and who is best place to capture it?
  • How are traditional US-focused UCaaS players transforming their businesses to cater to new geographies?
  • What impact will infrastructure funds and hyperscalers have on the UCaaS consolidation market?
  • Where are the main UCaaS M&A opportunities uncovered?
  • How will UCaaS companies change the face of traditional telecom operators?

Chaired by Dmitry Netis, Managing Director, Q Advisors

 

Speakers
Greg Nielsen, CEO, TeligentIP 
David Johnson, President, Comstar Technologies
Alan Rihm CEO, CoreDial
Matt Siemens, CEO, NUSO
William Rubio, CRO, CallTower 

  • Speaker

    Greg Nielsen
    CEO
    TeligentIP

  • Speaker

    William Rubio
    Chief Revenue Officer
    CallTower

  • Speaker

    Matt Siemens
    CEO
    NUSO

  • Speaker

    David Johnson
    President
    Comstar Technologies

Option 5

Digital Infrastructure M&A Strategies – How are Investment Plans Developing across Digital Infrastructure, Services and Beyond

 

Advisers, investors and executives discuss the latest wave of M&A strategies and investment opportunities in the digital infrastructure and services space.

  • How have the roles of buyers and sellers and advisers adapted over the past 18 months?
  • Evolutions in deal origination, relationship establishment, and business hold periods
  • How has Covid-19 impacted strategies and investment in the digital infrastructure and services space?
  • What is the impact of current valuations and multiples on investment strategies?
  • Which markets and countries still offer deal opportunities? 

Chaired by James Henry, Senior Managing Director, Bank Street Group

 

Speakers
Taylor Dixon, Vice President, Advisory Sales, Datasite
Dylan Foo, Senior Partner, Co-Lead Infrastructure, Apollo Global Management 
Mark Prybutok, Managing Director, GI Partners
Adrian Shatku, CEO, Unifi

  • Chair

    James Henry
    Senior Managing Director
    Bank Street Group

  • Speaker

    Dylan Foo
    Senior Partner, Co-Lead Infrastructure
    Apollo Global Management

  • Speaker

    Adrian Shatku
    CEO
    Unifi

  • Speaker

    Taylor Dixon
    Vice President, Advisory Sales
    Datasite

15.15 - 15.45

Networking and Coffee Break

 
15.45 - 16.10

Visionary Keynote Speech

 

Senior Representative, Bank Street Group

16.10 - 17.00

Datacenter Leaders Panel - Investment Trends and Opportunities for 2022 and beyond

 

We’ve seen robust deal making activity and soaring valuations in the datacentres and Edge space in 2020/2021. In this session, datacenter leaders, investors and advisers discuss investment, growth and consolidation strategies for the next 12 months. Speakers will explore where we’re at in the current investment cycle and how the deal environment is evolving.

  • What’s next in terms of valuations, financing structures, consolidation and other deal making activity in the datacentres and edge space?
  • New players and business models in the market, including real estate moving to "hybrid infrastructure" and investment by towercos
  • Hyperscale vs retail and edge datacentres: Market dynamics, competition and where are the opportunities for partnerships?
  • What are the next big greenfield and brownfield opportunities and how will they be financed ?
  • Data and applications - where is the user market growth going to come from?

Chaired by Laura Fazio, Managing Director Technology & Telecom Banking, Huntington Bank

 

Speakers
Anubhav Raj, CFO, Aligned
Amber Caramella, CRO, Netrality Data Centers
Bob DeSantis, CEO, 365 Data Centers
Craig McKesson, Chief Customer & Marketing Officer, T5 Data Centers

  • Speaker

    Amber Caramella
    CRO
    Netrality Data Centers

  • Speaker

    Bob DeSantis
    CEO
    365 Data Centers

  • Speaker

    Laura Fazio
    Managing Director Technology & Telecom Banking
    Huntington Bank

  • Speaker

    Anubhav Raj
    CFO
    Aligned

  • Speaker

    Craig McKesson
    Chief Customer & Marketing Officer
    T5 Data Centers

17.00 - 18.30

Networking Drinks