Agenda

Day 1 Day 2
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08:00 – 09:00

Networking Breakfast

 
    09:00 – 09:15

    Opening Visionary Keynote Speech

     

    Speaker

    James Henry, Senior Managing Director, Bank Street Group

    James Henry, Senior Managing Director at Bank Street Group, takes to the stage to open the second day of the TMT M&A Forum USA 2024 with a visionary keynote speech. 

    • Speaker

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      James Henry
      Senior Managing Director
      Bank Street Group

    09:15 – 09:55

    FTTH Leaders: Bridging the Digital Divide, Building Sustainable Business Models and Managing the Regulatory Framework

     

    Speakers

    Jack Waters, CEO, Intrepid Fiber

    Ron Beerman, CNO, Altafiber

    Brad Moline, President and CEO, ALLO Communications

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      Jack Waters
      CEO
      Intrepid Fiber

    • Speaker

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      Ron Beerman
      CNO
      Altafiber

    • Speaker

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      Brad Moline
      President and CEO
      ALLO Communications

    10:10 – 10:50

    DC Leaders Panel: Harnessing AI for Data Center Transformation: Strategies for Infrastructure and Operational Efficiency

     

    Speakers

    Madonna Park, CFO, Switch

    Anubhav Raj, CFO, Aligned

    Fran Federman, EVP and CIO, CyrusOne

    Jason Carolan, CIO, Flexential

    Leading DC operators delve into the challenges and opportunities inherent in the AI boom, with a focus on cooling and power solutions, GPU integration, and adapting to IoT-facilitated dispersion of data sources. Discussions center on navigating these challenges through innovative design and strategic planning, enabling companies to support increased reliance on AI while setting new standards for resilience and sustainability in the digital infrastructure landscape. 

    • Speaker

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      Madonna Park
      CFO
      Switch

    • Speaker

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      Anubhav Raj
      CFO
      Aligned

    • Speaker

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      Fran Federman
      EVP and Chief Investment Officer
      CyrusOne

    • Speaker

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      Jason Carolan
      Chief Innovation Officer
      Flexential

    11:20 – 13:20

    Leadership Panels

     
      11:20 – 13:20

      Pathfinders Stream

       
        11:20 – 12:00

        Access to Capital – Exploring Evolving LP Strategies Within Digital Infrastructure

         

        Speakers 

        TBC 

        • What are the opportunities and challenges of LPs directly investing into projects? 
        • Examining whether this trend is set to continue and under which verticals it will be most prevalent 
        • Analyzing recent case studies of the evolving strategies LP are deploying
        • Deep dive into LP vs GP led deals and alternative investment vehicles 
          11:20 – 12:00

          Examining the Expansion of the Open Access Model in US

           

          Speakers

          TBC 

          • To what extent does the open access model enable faster returns on fiber investments? 
          • Examining sustainable wholesale pricing strategies and business models 
          • Understanding the architecture behind an open-access network 
          • How likely are major US telecom players to venture into open-access? 
          • How has AT&T’s JV, Gigapower, drawn more attention to the open access broadband model and changed competition dynamics amongst open-access incumbents?
            12:20 – 13:00

            Digital Infrastructure M&A – Assessing What’s Next for Transactions

             

            Speakers

            Fernando Carvalho, Director, AlixPartners 

            • Speaker

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              Fernando Carvalho
              Director
              AlixPartners

            12:20 – 13:00

            Edge & Hyperscalers – What is Impacting Investment?

             

            Speakers 

            Raul Martynek, CEO, DataBank

            Amit V. Singh, Global GTM and Use Case Leader, Gen-AI and ML, AWS

            Bryan Smith, CEO, Expedient 

            Scott Willis, CEO, DartPoints 

            Julie Brewer, VP Finance, EdgeCore

            • Speaker

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              Raul Martynek
              CEO
              DataBank

            • Speaker

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              Bryan Smith
              CEO
              Expedient

            • Speaker

              scott Willis

              Scott Willis
              CEO
              DartPoints

            • Speaker

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              Julie Brewer
              VP Finance
              EdgeCore

            • Speaker

              AS

              Amit V. Singh
              Global GTM and Use Case Leader, Gen-AI and ML
              AWS

            13:00 – 14:00

            Networking Lunch

             
              14:00 – 15:20

              Leadership Panels

               
                14:00 – 15:20

                Breakout Track

                 
                  14:00 – 14:40

                  Opportunities In Connectivity: Towers, Small Cells, DAS and In-Building Technologies

                   

                  Speakers

                  Sachit Ahuja, President, Tillman Global Holdings

                  Leticia Latino-Van Splunteren CEO, Neptuno USA, Corp

                  Ed Farscht, CEO, Diamond Communications 

                  • 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? 

                  • Speaker

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                    Leticia Latino-Van Splunteren
                    CEO
                    Neptuno USA, Corp

                  • Speaker

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                    Ed Farscht
                    CEO
                    Diamond Communications

                  • Speaker

                    SA

                    Sachit Ahuja
                    President
                    Tillman Global Holdings

                  14:40 – 15:20

                  Value Creation in Digital Infrastructure – How to Create Value Throughout the Dealmaking Process

                   

                  Speakers

                  TBC 

                  • To what extent should dealmakers investigate value creation pre-deal and come up with actionable plan, and to what extent are these plans successful?
                  • Examining Case studies: What have we seen in the market recently that worked well, and what didn’t work?
                  • Analysing revenue growth, costs, and valuations ahead of 2025
                    14:40 – 15:20

                    LatAm & Emerging Markets Digital Infrastructure – Assessing Cross Border Deal Opportunities

                     

                    Speakers

                    TBC 

                    • Where will the next wave of dealmaking and investment opportunities be in Latin American digital infra?  
                    • How are new entrants differentiating in an increasingly competitive region?   
                    • Which subsectors and specific markets offer most opportunity and ROI?  
                    • What are the challenges and regulatory headwinds of transacting in the region and how are buyers and sellers navigating them?