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

Leadership Fireside Chat

 

By Sanjiv Ahuja, Chairman, Tillman Global Holdings

  • Speaker

    Sanjiv Ahuja
    Chairman
    Tillman Global Holdings

09.15 – 09.30

Visionary Keynote Speech

 

By Richard S. Lukaj, Senior Managing Director, Bank Street Group 

  • Speaker

    Richard S. Lukaj
    Senior Managing Director
    Bank Street Group

09.30 – 10.10

TMT Leadership Panel – Accelerating new strategies for growth

 

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

Rick Calder, President & CEO, GTT Communications
Gerald Marshall, President & CEO, Netrality Data Centers

More speakers to be announced

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?

  • Chair

    Richard S. Lukaj
    Senior Managing Director
    Bank Street Group

  • Speaker

    Rick Calder
    President & CEO
    GTT Communications

  • Speaker

    Richard S. Lukaj
    Senior Managing Director
    Bank Street Group

  • Speaker

    Gerald Marshall
    President & CEO
    Netrality Data Centers

10.10 – 10.25

Leadership Fireside Chat

 

By Rangu Salgame, Chairman & CEO, Princeton Digital Group and Princeton Growth Ventures

  • Speaker

    Rangu Salgame
    Chairman & CEO
    Princeton Digital Group and Princeton Growth Ventures

10.25 – 11.00

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

 

Ron Mudry, SVP & Chief Revenue Officer, Uniti
Waldemar Szlezak, MD, Infrastructure, KKR
Brian McMullen, Senior MD, Stonepeak Infrastructure Partners
Peter Zarrella, CFO, Segra

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?

  • Chair

    Laura Fazio
    MD, Head of TMT Banking
    Santander Bank

  • Speaker

    Ron Mudry
    SVP & Chief Revenue Officer
    Uniti

  • Speaker

    Waldemar Szlezak
    MD, Infrastructure
    KKR

  • Speaker

    Brian McMullen
    Senior MD
    Stonepeak Infrastructure Partners

  • Speaker

    Peter Zarrella
    CFO
    Segra

  • Speaker

    Laura Fazio
    MD, Head of TMT Banking
    Santander Bank

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?

 

Chaired by Kemal Hawa, Shareholder, Greenberg Traurig

Adrian Shatku, CEO, Unifi
Jan Vesely, Partner, EQT Partners
Jason M. Tofsky, MD, Head of Telecom Investment Banking, Goldman Sachs
Garrett Baker, MD & Head of TMT, Lazard Middle Market, Lazard

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?

  • Chair

    Kemal Hawa
    Shareholder
    Greenberg Traurig

  • Speaker

    Adrian Shatku
    CEO
    UNIFI

  • Speaker

    Jan Vesely
    Partner
    EQT Partners

  • Speaker

    Jason M. Tofsky
    MD, Head of Telecom Investment Banking
    Goldman Sachs

  • Speaker

    Garrett Baker
    MD & Head of TMT, Lazard Middle Market
    Lazard

  • Speaker

    Kemal Hawa
    Shareholder
    Greenberg Traurig

12.10 – 12.25

Keynote Speech

 
12.25 – 13.00

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

 

Ronan Dunne, EVP & CEO Verizon Consumer Group, Verizon
Mishka Dehghan, VP 5G Development, Sprint
Ricky Corker, President of Customer Operations, Americas, Nokia
Niklas Heuveldop, President & Head of Ericsson North America, Ericsson
Suruchi Ahuja, President & CFO, Tillman 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?

  • Speaker

    Ronan Dunne
    EVP & CEO Verizon Consumer Group
    Verizon

  • Speaker

    Mishka Dehghan
    VP 5G Development
    Sprint

  • Speaker

    Ricky Corker
    President of Customer Operations, Americas
    Nokia

  • Speaker

    Niklas Heuveldop
    President & Head of Ericsson North America
    Ericsson

  • Speaker

    Suruchi Ahuja
    President & CFO
    Tillman Infrastructure

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 6 options.

Option 1

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

 

Chaired by Laura Fazio, MD, Head of TMT Banking, Santander Bank

John Veech, MD & Head of the Americas Region, Morgan Stanley Infrastructure Partners
Jared Day, President & CFO, Compass Datacenters

More speakers to be announced

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 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?

  • Chair

    Laura Fazio
    MD, Head of TMT Banking
    Santander Bank

  • Speaker

    John Veech
    MD & Head of the Americas Region
    Morgan Stanley Infrastructure Partners

  • Speaker

    Jared Day
    President & CFO
    Compass Datacenters

Option 2

Densification and Small Cells – Investing in new infrastructure to deliver 5G

 

Chaired by Clayton Funk, Managing Director, MVP Capital

Ray LaChance, Co-Founder & CEO, ZenFi Networks
Michael Morey, President & CEO, Bluebird Network
Jason Caliento, EVP, Network Strategy, Mobilitie

More speakers to be announced

• 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?

  • Chair

    Clayton Funk
    Managing Director
    MVP Capital

  • Speaker

    Ray LaChance
    Co-Founder & CEO
    ZenFi Networks

  • Speaker

    Michael Morey
    President & CEO
    Bluebird Network

  • Speaker

    Jason Caliento
    EVP, Network Strategy
    Mobilitie

  • Speaker

    Clayton Funk
    Managing Director
    MVP Capital

Option 3

Cloud Comms – How is the cloud changing enterprise communications?

 

Susan Bowen, CEO & President, Aptum Technologies
Alan Rihm, CEO, CoreDial
Brian Jones, President & Chief Executive, Altus
Armen Martirosyan, CEO, BluIP
Jim Murphy, CEO, Broadvoice

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
• How is the UCaaS market changing?
• Growth and investment – which subsectors have the greatest potential?
• How is the relationship between cloud cos and the providers changing?
• What are the prospects for consolidation in the market?

  • Speaker

    Susan Bowen
    CEO & President
    Aptum Technologies

  • Speaker

    Alan Rihm
    CEO
    CoreDial

  • Speaker

    Brian Jones
    President & Chief Executive
    Altus

  • Speaker

    Armen Martirosyan
    CEO
    BluIP

  • Speaker

    Jim Murphy
    CEO
    Broadvoice

Option 4

Datacenters and Hosting – What is driving consolidation and investment?

 

Chaired by Miles Loo, Jr., EVP & Global Lead, Valuation & Advisory, Data Center Consulting Group, Newmark Knight Frank

Phill Lawson-Shanks, Chief Innovation Officer, Aligned
Chris Downie, CEO, Flexential
Bob DeSantis, CEO, 365 Data Centers
Pete Marin, President & CEO, T5 Data Centers
Patrick Fiel, SVP, Corporate Development, EdgeConneX

Hosting and datacenter leaders, investors and advisers discuss investment, growth and consolidation strategies.

• Why are we seeing a sustained increased in interest in datacenter assets?
• How are business models changing? Where are the next investment opportunities globally?
• Are the current datacenter valuations justifiable and maintainable?
• Hyperscalers: how are hyperscalers affecting market dynamics, and where are the opportunities for partnerships?
• How will the growth of edge computing drive consolidation of smaller datacentres?

  • Chair

    Miles Loo, Jr.
    EVP & Global Lead, Valuation & Advisory, Data Center Consulting Group
    Newmark Knight Frank

  • Speaker

    Phill Lawson-Shanks
    Chief Innovation Officer
    Aligned

  • Speaker

    Chris Downie
    CEO
    Flexential

  • Speaker

    Bob DeSantis
    CEO
    365 Data Centers

  • Speaker

    Miles Loo, Jr.
    EVP & Global Lead, Valuation & Advisory, Data Center Consulting Group
    Newmark Knight Frank

  • Speaker

    Pete Marin
    President & CEO
    T5 Data Centers

  • Speaker

    Patrick Fiel
    SVP, Corporate Development
    EdgeConneX

Option 5

The future Towerco – strategies for the next phase of growth and connectivity

 

Chaired by Brian Barnell, Managing Director, Q Advisors

Jim Eisenstein, Chairman & CEO, Grupo TorreSur
Ryan Lepene, Co-President, Peppertree Capital Management
Matt Newton, CEO, Everest Infrastructure Partners
Tony Peduto, CEO, CTI Towers
Sachit Ahuja, Managing Director, Tillman Global Holdings

• Wireless towerco developments in the US – what’s new?
• Why have there been an influx in investor interest in tower assets domestically and internationally?
• Who are the main buyers and sellers? Will they continue to dominate the space in a few years’ time? What does this say about the sector?
• Next generation networks and services – assessing ownership options
• How will a convergence of towers, small cells, datacenters and fiber change the profile of the towerco as we know it?

  • Chair

    Brian Barnell
    Managing Director
    Q Advisors

  • Speaker

    Jim Eisenstein
    Chairman & CEO
    Grupo TorreSur

  • Speaker

    Ryan Lepene
    Co-President
    Peppertree Capital Management

  • Speaker

    Matt Newton
    CEO
    Everest Infrastructure Partners

  • Speaker

    Tony Peduto
    CEO
    CTI Towers

  • Speaker

    Sachit Ahuja
    Managing Director
    Tillman Global Holdings

  • Speaker

    Brian Barnell
    Managing Director
    Q Advisors

Option 6

The Internet of Things - Applications, services and innovations

 

Mahesh Patel, Sr. Manager, IoT Product Management, U.S. Celluar
Thierry Sender, Director of IoT, Verizon
Kate Huber, COO, CloudInsyte
Kevin Foster, Senior Director of Product Marketing, ThingWorx IoT Platform, PTC

5G’s low latency, high speed and massive device connectivity will be a key enabler of the Internet of Things and smart infrastructure. Industry leaders and investors from the communications and technology sectors discuss strategies for fully participating in these revolutions.

• The 5G Ecosystem – which are the firms are best placed to capitalise on 5G-enabling technology?
• Which other revenues stream could be developed in the consumer IoT space?
• How well placed are telcos to be major players in commercial and industrial IoT?
• Where will the most disruptive IoT technologies come from?
• What are the valuations, trends and future predictions for the sector?

  • Speaker

    Mahesh Patel
    Sr. Manager, IoT Product Management
    U.S. Celluar

  • Speaker

    Thierry Sender
    Director of IoT
    Verizon

  • Speaker

    Kate Huber
    COO
    CloudInsyte

  • Speaker

    Kevin Foster
    Senior Director of Product Marketing, ThingWorx IoT Platform
    PTC

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 6 options.

Option 1

TMT M&A Strategies – How are investment plans developing?

 

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

Andrew Frey, Partner, Searchlight Capital
Chad Crank, Managing Director, Grain Management
Andrew McGroarty, CFO BT Americas, BT Global Services
Michael Rees, CFO & COO, SummitIG

• How are developments in comms infrastructure impacting M&A and investment opportunities?
• Who are the buyers in TMT? How are growth strategies changing?
• How is access to financing changing? How is that affecting deal flow?
• Telco growth strategies – which subsectors are telcos targeting for inorganic growth and why?
• How sustainable is the current wave in comms infrastructure investment? What is next: peaks or troughs?

  • Chair

    James Henry
    Senior Managing Director
    Bank Street Group

  • Speaker

    Andrew Frey
    Partner
    Searchlight Capital

  • Speaker

    Chad Crank
    Managing Director
    Grain Management

  • Speaker

    James Henry
    Senior Managing Director
    Bank Street Group

  • Speaker

    Andrew McGroarty
    CFO BT Americas
    BT Global Services

  • Speaker

    Michael Rees
    CFO & COO
    SummitIG

Option 2

Edge Computing – How is investment responding to predicted growth of edge computing?

 

Zachary Smith, CEO, Packet
Caroline Chan, GM, Network Business Incubator Division, Network Platform Group, Intel
Raul Martynek, CEO, DataBank
Ben Davis, CEO, Phizzle
Rashmi Misra, GM AI Platforms, Business Development, Microsoft

• Who is leading investment in edge computing? Who are the micro-datacenter leaders?
• What is driving valuations in the edge computing space?
• Who will own computing power at tower sites? How might that affect transactions?
• How is edge computing changing the face of the TMT industry? What verticals will be the most disrupted?
• What impact is edge computing having on datacenter investments?

  • Speaker

    Zachary Smith
    CEO
    Packet

  • Speaker

    Caroline Chan
    GM, Network Business Incubator Division, Network Platform Group
    Intel

  • Speaker

    Raul Martynek
    CEO
    DataBank

  • Speaker

    Ben Davis
    CEO
    Phizzle

  • Speaker

    Rashmi Misra
    GM AI Platforms, Business Development
    Microsoft

Option 3

UCaaS – assessing opportunities for investment in unified comms

 

James Parker, CEO, Masergy
William Rubio, Chief Revenue Officer, CallTower
Jason Martin, CEO, iotum
Greg Nielsen, CEO, TeligentIP

• 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?

  • Speaker

    James Parker
    CEO
    Masergy

  • Speaker

    William Rubio
    Chief Revenue Officer
    CallTower

  • Speaker

    Jason Martin
    CEO
    iotum

  • Speaker

    Greg Nielsen
    CEO
    TeligentIP

Option 4

Cross-border M&A – assessing strategies, opportunities and mitigating risks of inbound and outbound deal-making in TMT

 

Alex Ramirez, MD, Global TMT Group, Citi
Matt Sandoval, Managing Director, Barings
Todd Coleman, CEO, eStruxture Data Centers
Edward Gonzalez, Director, M&A, Phoenix Tower International

• Why are we seeing a sustained increased in interest in telecoms infrastructure as an asset class?
• Outbound US M&A: How is appetite changing for US outbound investment internationally? Which regions and subsectors offer the most opportunity?
• What impact is regulation having on cross border M&A?
• What are the challenges of cross-border transactions and how are buyers and sellers navigating these challenges?

  • Speaker

    Alex Ramirez
    MD, Global TMT Group
    Citi

  • Speaker

    Matt Sandoval
    Managing Director
    Barings

  • Speaker

    Todd Coleman
    CEO
    eStruxture Data Centers

  • Speaker

    Edward Gonzalez
    Director, M&A
    Phoenix Tower International

Option 5

Regional Broadband and Fiber – Investing in high-speed connectivity across the United States

 

Chaired by Bill Fanning, Managing Director, MVP Capital

Brett Lindsey, President & CEO, Everstream
Kevin Genieser, Senior Partner, Antin Infrastructure Partners
Don MacNeil, CEO, FiberLight
Ted Mocarski, Senior Partner, Novacap
Eric Snell, President & CEO, Georgia Public Web

Fiber and Broadband operators and investors discuss the potential returns of regional and national broadband investment, highlighting the latest M&A, strategies and opportunities

• Build vs Buy – where are the opportunities in the US and beyond?
• Who is leading investment and consolidating the market? How is this changing?
• M&A and Financing – how is the cost of capital and appetite for investment shifting, and where are the opportunities for private equity and infrastructure funds?
• Rural connectivity – what are the long-term prospects for returns, and where are the opportunities?

  • Chair

    Bill Fanning
    Managing Director
    MVP Capital

  • Speaker

    Brett Lindsey
    President & CEO
    Everstream

  • Speaker

    Kevin Genieser
    Senior Partner
    Antin Infrastructure Partners

  • Speaker

    Don MacNeil
    CEO
    FiberLight

  • Speaker

    Ted Mocarski
    Senior Partner
    Novacap

  • Speaker

    Bill Fanning
    Managing Director
    MVP Capital

  • Speaker

    Eric Snell
    President & CEO
    Georgia Public Web

Option 6

Smart Investing - Emerging new business models in AI, Big Data and new tech

 

Chaired by Riad Hartani, Founding Partner, Xona Partners

Sol Girouard, CEO, Data Innovation Labs
Jorge Espinel, Chief Business Development Officer, Lemonade
Todd Crick, Co-Founder & Partner, Astra Capital Management

More speakers to be announced

• How are business models and revenue streams developing for companies active in emerging technologies?
• What kind of public and private partnerships and growth opportunities are available?
• How is AI and machine learning impacting more traditional segments within the TMT sector?
• What opportunities are there in areas such as Big Data in terms of investment and partnerships?
• Which emerging tech companies are most attractive from an investment perspective?
• Who are the key players and what are the most exciting trends for 2020/ 2021?

  • Chair

    Riad Hartani
    Founding Partner
    Xona Partners

  • Speaker

    Sol Girouard
    CEO
    Data Innovation Labs

  • Speaker

    Riad Hartani
    Founding Partner
    Xona Partners

  • Speaker

    Jorge Espinel
    Chief Business Development Officer
    Lemonade

  • Speaker

    Todd Crick
    Co-Founder & Partner
    Astra Capital Management

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?

 

Jordan Kanfer, EVP & General Counsel, NTT America
Joel Daly, President, zColo
Tony Rossabi, Chief Revenue Officer, TierPoint
Amber Caramella, Chief Revenue Officer, Netrality Data Centers

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

  • Speaker

    Jordan Kanfer
    EVP & General Counsel
    NTT America

  • Speaker

    Joel Daly
    President
    zColo

  • Speaker

    Tony Rossabi
    Chief Revenue Officer
    TierPoint

  • Speaker

    Amber Caramella
    Chief Revenue Officer
    Netrality Data Centers

17.15 – 19.00

Networking Drinks