09.00 – 10.00

Breakout Sessions (1)

 
Option 1

Financing TMT – How are Debt and Equity Financing Options Changing?

 

Jared Day, President & CFO, Compass Datacenters

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?

  • 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

Michael Morey, President & CEO, Bluebird Network

Jason Caliento, EVP, Network Strategy, Mobilitie

• 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

    Clayton Funk
    Managing Director
    MVP Capital

  • Speaker

    Michael Morey
    President & CEO
    Bluebird Network

  • Speaker

    Jason Caliento
    EVP, Network Strategy
    Mobilitie

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

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

    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

    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

    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


• 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

    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

Option 6

The Internet of Things - Applications, Services and Innovations

 


Thierry Sender, Director of IoT, Verizon

Kate Huber, COO, CloudInsyte


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

    Thierry Sender
    Director of IoT
    Verizon

  • Speaker

    Kate Huber
    COO
    CloudInsyte

10.00 - 10.20

One-to-One Networking Sessions

 
10.20 - 10.40

Coffee Break

 
10.40 - 11.40

Breakout Sessions (2)

 
Option 1

TMT M&A Strategies – How are Investment Plans Developing?

 

Andrew Frey, Partner, Searchlight Capital
Chad Crank, Managing Director, Grain Management

• 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?

  • Speaker

    Andrew Frey
    Partner
    Searchlight Capital

  • Speaker

    Chad Crank
    Managing Director
    Grain Management

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


• 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
    Managing Director
    Bare Metal @ Equinix

  • Speaker

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

  • Speaker

    Raul Martynek
    CEO
    DataBank

  • Speaker

    Ben Davis
    CEO
    Phizzle

Option 3

UCaaS – Assessing Opportunities for Investment in Unified Comms

 

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

    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

 

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

    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

Ted Mocarski, Senior Partner, Novacap

Eric Snell, President & CEO, Georgia Public Web
Jim Lynch, CEO, FiberLight

• 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

    Bill Fanning
    Managing Director
    MVP Capital

  • Speaker

    Brett Lindsey
    President & CEO
    Everstream

  • Speaker

    Kevin Genieser
    Senior Partner
    Antin Infrastructure Partners

  • Speaker

    Ted Mocarski
    Senior Partner
    Novacap

  • 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




Todd Crick, Co-Founder & Partner, Astra Capital Management

• 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

    Todd Crick
    Co-Founder & Partner
    Astra Capital Management

11.40 - 12.00

Speed Networking Session