Agenda

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07.45 – 08.45

Networking Breakfast

 
08.45 – 08.50

Official Opening

 
08.50 – 09.00

TMT Finance Deal Talk

 
09.00 – 09.15

Opening Visionary Keynote Speech

 
09.15 – 09.30

TMT Leadership Fireside Chat

 
09.30 – 10.10

TMT Leadership Panel – Accelerating new strategies for growth

 

Telecom operators, digital infrastructure owners and investors discuss strategies for increasing the next phase of growth for digital services and connectivity.

- Hunting for growth – Which new digital business models offer the most revenue and profit potential?
- Buy and Build Infra strategies – Investing in the networks of the future
- M&A and consolidation – How will M&A impact the market and which sub-sectors offer the most opportunities?
- 5G Investment – Which companies, tech and services are best positioned to benefit?

10.10 – 10.25

Keynote Speech

 
10.25 – 11.00

The 5G Leadership Panel – Establishing a new generation of infrastructure

 

Industry and investment leaders discuss the impact of 5G. How will the communications sector seize the opportunities presented and find profitable new investments?

- Developing the road to full 5G commercialisation – from core networks to small cells and edge computing
- Spectrum – how are valuation benchmarks developing, and what different approaches to allocation and pricing are regulators taking?
- Funding and ROI – Will current models for financing wireless infrastructure and backhaul fiber work for 5G 
- Which enterprise uses look most promising in the short- and medium-term?

11.00 – 11.30

Networking Break

 
11.30 – 12.10

TMT M&A Panel – How are mergers and acquisitions changing the face of the industry?

 

Industry leaders, private equity investors and leading M&A advisers discuss the next wave of transactions in TMT, and assess the best strategies for leading and negotiating complex deals in a rapidly changing market

- How are M&A deals changing and what are the next big trends that will impact TMT transactions globally?
- Who is leading investment in the sector and what are the key deal drivers, and opportunities for convergence and consolidation?
- How is access to financing, changes in valuations and regulatory conditions shaping deal flow?
- What impact are disruptive technologies having on the TMT industry at large, and how is that impacting M&A?

12.10 – 12.25

Keynote Speech

 
12.25 – 13.00

Beyond Digital Infrastructure – How is convergence affecting investment in fiber, towers, datacenters and small cells?

 

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 being spent? Our panel discuss plans to take advantage of the growth of internet traffic and next generation connectivity.

- Assessing ROI for the 4 verticals: towers, small cells, datacenters and fiber
- Transactions and valuations – where is M&A happening, what are the drivers, and how are valuations developing across the US and globally?
- How is the profile of investors in digital infrastructure changing and what new financing structures are being deployed?
- The future towerco – how can tower operators tap into the next wave of connectivity?
- How can governments support and promote further investment in communications infrastructure, and accelerate the growth of Smart Cities?

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 7 options.

1. Financing TMT – How are debt and equity financing options changing?
2. Regional Broadband – Investing in high-speed connectivity across the United States
3. Densification and Small Cells – Investing in new infrastructure to deliver 5G
4. Cloud Comms – How is the cloud changing enterprise communications?
5. Datacenters and Hosting – What is driving consolidation and investment?
6. The future Towerco – strategies for the next phase of growth and connectivity
7. The Internet of Things - Applications, services and innovations

14.50 – 14.55

Changeover

 
14.55 – 15.45

Breakout Sessions - 2

 

Each breakout session takes place in a private room led by an industry expert. Chatham House Rules Apply. Choose from 7 options.

1. TMT M&A Strategies – How are investment plans developing?
2. Edge Computing – How is investment responding to predicted growth of edge computing?
3. UCaaS – assessing opportunities for investment in unified comms
4. Cross-border M&A – assessing strategies, opportunities and mitigating risks of inbound and outbound deal-making in TMT
5. Fiber Growth Strategies – M&A, roll-ups and new build
6. Emerging Markets TMT – digital infrastructure investment strategies for key growth markets across the Americas
7. Smart Investing - Emerging new business models in AI and new tech

15.45 – 16.10

Networking Break

 
16.10 – 16.25

Leadership Fireside Chat

 
16.25 – 16.40

Keynote Speech

 
16.40 – 17.15

Enterprise Cloud and The Edge Panel - Where are investments taking place in Datacenters, Edge Computing and Cloud Services?

 

As the next phase of hyper growth continues, enterprise cloud and datacenter 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, and enterprise software and cloud.

- Who is buying, building, consolidating? And at what stage of the life cycle?
- Future growth in services and infrastructure layers, and the increased segmentation of the cloud infrastructure marketplace
- Moving to the edge – how can datacenter companies adapt to take advantage of edge computing, and who will capture the value?
- Building partnerships with hyperscalers – assessing new opportunities, business models and risks of market concentration

17.15 – 19.00

Networking Drinks