Agenda

Your unique opportunity to gain business-critical information and networking opportunities that fit around your schedule this fall

TMT M&A Forum USA 2020 will explore the current M&A and financing challenges faced by you and your company across seven specialist streams.
Insightful plenary panels with live Q&A take place on September 22-23 & 29 and engaging limited-capacity interactive breakout sessions run on September 30. We’re bringing together the strongest ever line-up of speakers to allow you to benchmark the rest of your 2020 strategy and beyond.

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September 30 09.00 – 10.00 EST

Breakout Sessions (1)

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September 30 Option 1

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

Just 3 place(s) left
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Chaired by Karim Tami, Project & Acquisition, Santander 

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

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

    Karim Tami
    Vice President
    Santander Corporate & Investment Banking

  • Speaker

    Jared Day
    President & CFO
    Compass Datacenters

  • Speaker

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

September 30 Option 2

Densification and Small Cells – Investing in New Infrastructure to Deliver 5G

Just 1 place(s) left
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Chaired by Clayton Funk, Managing Director, Houlihan Lokey

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

• 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
    Houlihan Lokey

  • Speaker

    Clayton Funk
    Managing Director
    Houlihan Lokey

  • Speaker

    Michael Morey
    President & CEO
    Bluebird Network

  • Speaker

    Jason Caliento
    EVP, Network Strategy
    Mobilitie

  • Speaker

    Ray LaChance
    Co-Founder & CEO
    ZenFi Networks

September 30 Option 3

Cloud Comms – How is the Cloud Changing Enterprise Communications?

Just 5 place(s) left
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Chaired by 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?

  • Chair

    Susan Bowen
    CEO & President
    Aptum Technologies

  • Speaker

    Susan Bowen
    CEO & President
    Aptum Technologies

  • Speaker

    Alan Rihm
    CEO
    CoreDial

  • Speaker

    Brian Jones
    President & Chief Executive
    Altus

  • Speaker

    Jim Murphy
    CEO
    Broadvoice

September 30 Option 4

Datacenters and Hosting – What is Driving Consolidation and Investment? (1 of 2)

Fully booked
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Chaired by Kemal Hawa, Shareholder, Greenberg Traurig

Chris Downie, CEO, Flexential
Bob DeSantis, CEO, 365 Data Centers
Patrick Fiel, SVP, Corporate Development, EdgeConneX
Rangu Salgame, Chairman and CEO, Princeton Digital Group

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

    Kemal Hawa
    Shareholder
    Greenberg Traurig

  • Speaker

    Chris Downie
    CEO
    Flexential

  • Speaker

    Bob DeSantis
    CEO
    365 Data Centers

  • Speaker

    Patrick Fiel
    SVP, Corporate Development
    EdgeConneX

  • Speaker

    Kemal Hawa
    Shareholder
    Greenberg Traurig

  • Speaker

    Rangu Salgame
    Chairman and CEO
    Princeton Digital Group

September 30 Option 5

Investing in Broadband - Fixed Wireless vs. Fiber

Just 4 place(s) left
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Chaired by Jason Nicolay, Managing Director, Houlihan Lokey

 

Greg Armstrong, CEO, Surf Broadband
Brian Regan, Vice President – Legal, Policy, and Strategy, Starry
Garrett Wiseman, CEO, Mercury Wireless

• 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

    Jason Nicolay
    Managing Director
    Houlihan Lokey

  • Speaker

    Greg Armstrong
    CEO
    Surf Broadband

  • Speaker

    Brian Regan
    Vice President – Legal, Policy, and Strategy
    Starry

  • Speaker

    Garrett Wiseman
    CEO
    Mercury Wireless

September 30 Option 6

The Future Towerco – Strategies for the Next Phase of Growth and Connectivity

Fully booked
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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
Christian Hillabrant, Chief Operating Officer, Tillman Infrastructure

• Wireless towerco developments globally – what’s new and what are the geographic differences?
• 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

    Christian Hillabrant
    Chief Operating Officer
    Tillman Infrastructure

September 30 10.00 - 10.20 EST

One-to-One Networking Sessions

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September 30 10.20 - 10.40 EST

Coffee Break

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September 30 10.40 - 11.40 EST

Breakout Sessions (2)

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September 30 Option 1

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

Just 1 place(s) left
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Chaired by James Henry, Senior Managing Director, Bank Street Group

Andrew Frey, Partner, Searchlight Capital
Chad Crank, Managing Director, Grain Management
Michael Rees, CFO & COO, SummitIG
Patrick Fear, Managing Director, AB Private Credit Investors

• 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

    Michael Rees
    CFO & COO
    SummitIG

  • Speaker

    Patrick Fear
    Managing Director
    AB Private Credit Investors

  • Speaker

    James Henry
    Senior Managing Director
    Bank Street Group

September 30 Option 3

UCaaS – Assessing Opportunities for Investment in Unified Comms

Just 5 place(s) left
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Chaired by Jay Massimo, Managing Director, TMT, Santander Commercial Banking

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?

  • Chair

    Jay Massimo
    Managing Director, TMT
    Santander Commercial Banking

  • Speaker

    William Rubio
    Chief Revenue Officer
    CallTower

  • Speaker

    Jason Martin
    CEO
    iotum

  • Speaker

    Greg Nielsen
    CEO
    TeligentIP

  • Speaker

    Jay Massimo
    Managing Director, TMT
    Santander Commercial Banking

September 30 Option 4

Cross-border M&A – Assessing Strategies, Opportunities and Mitigating Risks of Inbound and Outbound Deal-making in TMT

Just 5 place(s) left
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Chaired by Thomas Simpson, Americas Editor, TMT Finance

Todd Coleman, CEO, eStruxture Data Centers
Mark Prybutok, Managing Director, GI Partners
Chase Killeen, SVP, Finance, Corporate Development & Strategy, Transelco

• 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

    Todd Coleman
    CEO
    eStruxture Data Centers

  • Speaker

    Mark Prybutok
    Managing Director
    GI Partners

  • Speaker

    Chase Killeen
    SVP, Finance, Corporate Development & Strategy
    Transelco

September 30 Option 5

Regional Broadband and Fiber – Investing in High-speed Connectivity Across the United States (2 of 2)

Fully booked
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Chaired by Bill Fanning, Managing Director, Houlihan Lokey

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
    Houlihan Lokey

  • Speaker

    Bill Fanning
    Managing Director
    Houlihan Lokey

  • Speaker

    Kevin Genieser
    Senior Partner
    Antin Infrastructure Partners

  • Speaker

    Ted Mocarski
    Senior Partner
    Novacap

  • Speaker

    Eric Snell
    President & CEO
    Georgia Public Web

  • Speaker

    Jim Lynch
    CEO
    FiberLight

September 30 Option 7

Datacenters and Hosting – What is Driving Consolidation and Investment? (2 of 2)

Just 3 place(s) left
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Chaired by Miles Loo, Jr., EVP & Global Lead, Valuation & Advisory, Data Center Consulting Group, Newmark Knight Frank

Raj Anubhav, Chief Financial Officer, Aligned
Jon Lin, President, Americas, EQUINIX
Sharif Metwalli, Chief Financial Officer, Vantage Data Centers

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

    Raj Anubhav
    Chief Financial Officer
    Aligned

  • Speaker

    Jon Lin
    President, Americas
    EQUINIX

  • Speaker

    Sharif Metwalli
    Chief Financial Officer
    Vantage Data Centers

September 30 11.40 - 12.00 EST

One-to-One Networking Sessions

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