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[field_day] 07.45 - 08.30

Networking Breakfast

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[field_day] 08.30 - 08.35

Official Opening

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[field_day] 08.35 - 08.45

TMT M&A Deal Talk – which deals are next?

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Thomas Simpson, Americas Editor, TMT Finance

[field_day] 08.45 - 09.00

Opening Leadership Fireside Chat

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Sanjiv Ahuja, Chairman, Tillman Global Holdings

[field_day] 09.00 - 09.35

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

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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
Gerald Marshall, President & CEO, Netrality Data Centers 
Brett Lindsey, President & CEO, Everstream

  • Chair

    Richard S. Lukaj
    Senior MD
    Bank Street Group

  • Speaker

    Brett Lindsey
    President & CEO
    Everstream

  • Speaker

    Gerald Marshall
    President & CEO
    Netrality Data Centers

[field_day] 09.35 - 09.50

Visionary Keynote Speech

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[field_day] 09.50 - 10.30

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

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TMT 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
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

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    John Kinnaman
    Managing Director
    Accenture Strategy

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    Jason Tofsky
    MD, Head of Telecom Investment Banking
    Goldman Sachs

[field_day] 10.30 - 11.00

Networking and Coffee Break

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[field_day] 11.00 - 11.40

Fiber and Broadband Panel – Growth Strategies for Broadband Infrastructure

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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
Chris Rabii CEO, FiberLight
Kevin Genieser, Senior Partner, Antin Infra Partners

 

  • Chair

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

  • Speaker

    Chris Rabii
    CEO
    FiberLight

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    Kevin Genieser
    Senior Partner
    Antin Infrastructure Partners

[field_day] 11.40 - 11.55

Visionary Keynote Speech

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[field_day] 11.55 - 12.35

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

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  • 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?

Speakers
Jimmy Eisenstein, Chairman and CEO, Grupo TorreSur
Ed Farscht, CEO, Diamond Communications
Jason Caliento, EVP, Network Strategy, Mobilitie
Robert Paige, SVP of M&A, Vertical Bridge 

  • Speaker

    Jimmy Eisenstein
    Chairman and CEO
    Grupo TorreSur

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    Ed Farscht
    CEO
    Diamond Communications

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    Robert Paige
    SVP of M&A
    Vertical Bridge

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    Jason Caliento
    EVP
    Mobilitie

[field_day] 12.35 - 13.30

Networking and Lunch

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[field_day] 13.30 - 14.20

Breakout Sessions A

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Each breakout session takes place in a private room led by an industry expert. Chatham House Rules Apply. Choose from 6 options.

[field_day] Option 1

Rural Broadband – Investing in high-speed connectivity across the US

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Speakers
Dan Kennedy, President and CEO, symetry fiber
Dan Davis, CEO, Arcadian Infracom

More speakers to be announced shortly

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

  • Speaker

    Dan Kennedy
    President and CEO
    symetry fiber

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    Dan Davis
    CEO
    Arcadian Infracom

[field_day] Option 2

Enterprise Cloud and Edge – Driving growth and establishing the next frontier

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[field_day] Option 3

Spectrum auctions – Exploring airwave opportunities

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[field_day] Option 4

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

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

  • Speaker

    Nirav Shah
    Managing Director
    EQT Partners

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    Patrick Fear
    Managing Director
    AB Private Credit Investors

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    Andrew Frey
    Partner
    Searchlight Capital

[field_day] Option 5

Latin America – Exploring cross-border digital infrastructure investment strategies for key growth markets across Latin America

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Speakers
Waldemar Szlezak, Managing Director Infrastructure, KKR
Jimmy Eisenstein, Chairman and CEO, Grupo TorreSur 

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    Waldemar Szlezak
    Managing Director Infrastructure
    KKR

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    Jimmy Eisenstein
    Chairman and CEO
    Grupo TorreSur

[field_day] Option 6

Wireless infrastructure - Assessing growth strategies in the US market

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Speakers
Todd Boyer, CEO, TowerCo
Ryan Lepene, Co-President, Peppertree Capital Management
Matt Newton, CEO, Everest Infrastructure Partners

  • Speaker

    Todd Boyer
    CEO
    TowerCo

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    Matt Newton
    CEO
    Everest Infrastructure Partners

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    Ryan Lepene
    Co-President
    Peppertree Capital Management

[field_day] 14.20 - 14.25

Changeover

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[field_day] 14.25 - 15.15

Breakout Sessions B

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Each breakout session takes place in a private room led by an industry expert. Chatham House Rules Apply. Choose from 6 options.

[field_day] Option 1

Satellite Broadband Investment and M&A opportunities

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Speakers
Joe Spytek, CEO, Speedcast
Josh Marks, CEO, Anuvu
Steven Pickett, Chief Executive Officer & President, RigNet

  • Speaker

    Joe Spytek
    CEO
    Speedcast

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    Josh Marks
    CEO
    Anuvu

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    Steven Pickett
    Chief Executive Officer & President
    RigNet

[field_day] Option 2

Edge Computing – how are investors targeting the next wave of opportunities

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Speakers
Miles Loo, EVP & Global V&A Practice Lead, Newmark Knight Frank
Raj Anubhav, CFO, Aligned 

  • Speaker

    Miles Loo
    EVP & Global V&A Practice Lead
    Newmark Knight Frank

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    Anubhav Raj
    CFO
    Aligned

[field_day] Option 3

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

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Speakers
Michael Morey, President & CEO, Bluebird Network

More speakers to be announced shortly

  • Speaker

    Michael Morey
    President & CEO
    Bluebird Network

[field_day] Option 4

UCaaS – assessing opportunities for investment in unified comms

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Speakers
Greg Nielsen, CEO, TeligentIP 
Matt Siemens, CEO, NUSO Cloud
William Rubio, CRO, CallTower 

  • Speaker

    Greg Nielsen
    CEO
    TeligentIP

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    William Rubio
    Chief Revenue Officer
    CallTower

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    Matt Siemens
    CEO
    NUSO Cloud

[field_day] Option 5

TMT M&A Strategies – how are investment plans developing across the sector?

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Speakers
Dylan Foo, Senior Partner, Co-Lead Infrastructure, Apollo Global Management 
Adrian Shatku, CEO, Unifi

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

  • Speaker

    Adrian Shatku
    CEO
    Unifi

[field_day] Option 6

Choosing the right financial partner and timing to invest in growth

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[field_day] 15.15 - 15.45

Networking and Coffee Break

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[field_day] 15.45 - 16.25

Future of Cloud Services and SaaS Panel: Realising the Benefits of Digital Infrastructure Consolidation

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  • How is consolidation in the digital infrastructure space impacting valuations and margins further up the stack? Cloud, UCaaS and MSPs
  • Assessing the core drivers for Cloud and SaaS demand over the next 12 months
  • And how is this growth driving MSP transactions and where are the opportunities?
  • Who is leading M&A and investment in cloud services and managed ICT? How is this evolving?
  • What impact is the growth of hyperscaler activity in this space having on marketplace and where are the opportunities for partnerships?

Speakers to be announced shortly

[field_day] 16.25 - 16.40

Visionary Keynote Speech

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[field_day] 16.40 - 17.20

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

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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?

Speakers
Amber Caramella, CRO, Netrality Data Centers
Bob DeSantis, CEO, 365 Data Centers

More speakers to be announced shortly

  • Speaker

    Amber Caramella
    CRO
    Netrality Data Centers

  • Speaker

    Bob DeSantis
    CEO
    365 Data Centers

[field_day] 17.20 - 19.00

Networking Drinks

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