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TMT M&A Forum USA 2019

 

How Transactions Are Driving Change in Telecoms, Media and IT Infrastructure and Services
April 11, New York Hilton Midtown

07.45 - 08.45

Networking Breakfast

 
08.45 - 08.50

Official Opening

 
08.50 - 09.00

What’s next for TMT M&A? Who will lead deals in 2019?

 

by Thomas Simpson, Senior Reporter, TMT Finance

  • Speaker

    Tom Simpson
    Reporter
    TMT Finance

09.00 - 09.15

Opening TMT Visionary Keynote Speech – The Future of Communication

 

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

  • Speaker

    Richard S. Lukaj
    Senior Managing Partner
    Bank Street Group

09.15 - 09.30

TMT Leader Fireside Chat - TMT M&A Strategies

 

Chaired by Sanjiv Ahuja, Chairman and CEO, Tillman Global Holdings

  • Chair

    Sanjiv Ahuja
    Chairman and CEO
    Tillman Global Holdings

09.30 - 10.10

The TMT Leadership Panel – Convergence Cubed: the blurring lines between T, M and T

 

Chaired by Warren Roll, Managing Director, Digital Colony

Amy Wu, CFO and SVP, Global Digital, Discovery Inc
Chris McKee, General Counsel and EVP, Corporate Development, GTT Communications
Palash Ahmed, SVP of Corporate Development, Sony Pictures Entertainment
Mark Adams, Chief Development Officer, Equinix

TMT CxOs discuss the changes driving together communication, content and digital services. How will sustained convergence and consolidation, both vertically and horizontally, affect financial results across the sector?

• What is the likely impact of consolidation and M&A across the sector?
• Is the sector well positioned to profit from the explosion of super-fast connectivity?
• Will acquiring content assets prove to be essential to continued profitability?
• What will be the next phase of market consolidation?

  • Chair

    Warren Roll
    Managing Director
    Digital Colony

  • Speaker

    Amy Wu
    CFO and Senior Vice President, Global Digital
    Discovery Inc

  • Speaker

    Chris McKee
    General Counsel and EVP, Corporate Development
    GTT Communications

  • Speaker

    Palash Ahmed
    SVP of Corporate Development
    Sony Pictures Entertainment

  • Speaker

    Warren Roll
    Managing Director
    Digital Colony

  • Speaker

    Mark Adams
    Chief Development Officer
    Equinix

10.10 - 10.25

How Uber is making telecoms & IoT its competitive advantage

 

Rahul Vijay, Head of Global Telecom Sourcing, Uber

  • Speaker

    Rahul Vijay
    Head of Global Telecom Sourcing
    Uber

10.25 - 11.00

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

 

Enrique Blanco Nadales, Group CTIO, Telefónica
Craig Sparks, Chief Innovation Officer, C Spire
David Barden, Managing Director, Bank of America Merrill Lynch 
Eric Samuels, VP of Finance, CFO, Intel Communications
Kevin Shatzkamer, VP, Service Provider Strategy & Solutions, Dell EMC

Industry and investment leaders discuss how 5G is being made a reality. How will the communications sector seize the opportunities presented by a generational shift in technology to find profitable new investments?

• Do current business plans for 5G deliver value for shareholders?
• Consumers – will they pay a 5G premium? and if they won’t who will?
• Which enterprise uses look most promising in the short- and medium-term?
• Will current models for financing wireless infrastructure and backhaul fiber work for 5G?
• How should pricing structures change to reflect the way 5G will be used?

  • Speaker

    David Barden
    Managing Director
    Bank of America Merrill Lynch

  • Speaker

    Craig Sparks
    Chief Innovation Officer
    C Spire

  • Speaker

    Eric Samuels
    Vice President of Finance, CFO
    Intel Communications

  • Speaker

    Kevin Shatzkamer
    VP, Service Provider Strategy & Solutions
    Dell EMC

  • Speaker

    Enrique Blanco Nadales
    GCTIO
    Telefónica

11.00 - 11.30

Networking Break

 
11.30 - 12.05

TMT M&A Panel – How are mergers and acquisitions changing the face of the industry?

 

Alex Ramirez, Managing Director, Global TMT Group, Citigroup
Jared S. Hendricks, Senior Managing Director, Centerbridge
Steven Haymore, M&A Director and Managing Counsel, American Tower
Adrian Shatku, CEO, Unifi

Leading merger and acquisition heads, corporate finance executives and senior advisers discuss the next wave of transactions and assess the best strategies for complex deals.

• What’s new with recent M&A deals in the TMT space?
• Who is leading investment and how is the market changing?
• What is the latest on financing, regulation and valuations?
• How are acquisitions in content offsetting the decline of consumer revenues?

  • Speaker

    Alex Ramirez
    Managing Director, Global TMT Group
    Citigroup

  • Speaker

    Jared S. Hendricks
    Senior Managing Director
    Centerbridge

  • Speaker

    Steven Haymore
    M&A Director and Managing Counsel
    American Tower

  • Speaker

    Adrian Shatku
    CEO
    Unifi

12.05 - 12.20

Leading TMT Law Firm Visionary Keynote Speech

 
12.20 - 13.00

The Fiber Panel – Investing in the backbone of the modern communication network

 

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

Dylan Foo, Partner and Head of Americas Infrastructure Equity, AMP Capital
Gillis Cashman, Managing Partner, M/C Partners
James L. Turner, President & CEO, Intelligent Fiber Network
Timothy Biltz, CEO, SEGRA
Kevin Genieser, Senior Partner, Antin Infrastructure Partners

Multi-billion dollar spending plans; tens of thousands of miles of fiber; 5G demand for backhaul; booming cloud computing; and a fragmented market. This panel brings together leading operators and investors of fiber and high-speed broadband networks to discuss the opportunities.

• How can the industry best take advantage of the long-term demand for new fiber?
• What impact will the 5G roll-out having on investment in backhaul and FTTH?
• How well is the industry coordinating fiber spending with investment in other assets?
• How is interest from infrastructure and Private Equity funds affecting financing?
• Is consolidation of smaller fiber owners attractive at current valuations?

  • Chair

    James Henry
    Senior Managing Director
    Bank Street Group

  • Speaker

    Dylan Foo
    Partner & Head of Americas, Infrastructure
    AMP Capital

  • Speaker

    Gillis Cashman
    Managing Partner
    M/C Partners

  • Speaker

    James L. Turner
    President & CEO
    Intelligent Fiber Network

  • Speaker

    Timothy Biltz
    CEO
    SEGRA

  • Speaker

    Kevin Genieser
    Senior Partner
    Antin Infrastructure Partners

  • Speaker

    James Henry
    Senior Managing Director
    Bank Street Group

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

IoT and Smart Cities – Maximizing 5G investment returns

 

Chaired by Dominic Lowndes, Managing Director, TMT Finance

Dawane Young, AVP of Voice, IoT and Platforms, Verizon
Lisa Uhrmacher, Vice President of Sales, Vodafone IOT Americas
Hardik Bhatt, Leader, Smart Cities and Mobility verticals World Wide Public Sector – State & Local Governments, Amazon Web Services
Dr. Mimi Tam Ph.D, Vice President of Network Design & Architecture, Iron Mountain
Andrew McGroarty, CFO BT Americas, BT Global Services

5G’s low latency, high speed and massive device connectivity will be a key enabler of the Internet of Things and smart infrastructure. In this breakout session, 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 at the center of the smart city?
• What are the spectrum and connectivity requirements telcos will have to provide?
• 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?
• What are the valuations, trends and future predictions for the sector?

  • Chair

    Dominic Lowndes
    Founder and Managing Director
    TMT Finance

  • Speaker

    Dawane Young
    AVP of Voice, IoT and Platforms
    Verizon

  • Speaker

    Lisa Uhrmacher
    Vice President of Sales
    Vodafone IOT Americas

  • Speaker

    Hardik Bhatt
    Leader, Smart Cities and Mobility verticals World Wide Public Sector – State & Local Governments
    Amazon Web Services

  • Speaker

    Mimi Tam
    Vice President of Network Design & Architecture
    Iron Mountain

  • Speaker

    Dominic Lowndes
    Founder and Managing Director
    TMT Finance

  • Speaker

    Andrew McGroarty
    CFO BT Americas
    BT Global Services

Option 2

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

 

Chaired by Laura Fazio, Managing Director, Head of TMT Banking, Santander Bank

Pim Rothweiler, Head of Telecom, Media & Technology, ING
Fredric Rosenberg, Managing Director, Deutsche Bank
Santhosh Rao, Head of Telecommunications Americas, Natixis
Richard Knowlton, MD, TMT Finance - Americas, Société Générale

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 2019 outlook?

  • Chair

    Laura Fazio
    Managing Director, Head of TMT Banking
    Santander Bank

  • Speaker

    Pim Rothweiler
    Head of Telecom, Media & Technology
    ING

  • Speaker

    Fredric Rosenberg
    Managing Director and Head of US Credit Solutions and Direct Lending
    Deutsche Bank

  • Speaker

    Santhosh Rao
    Managing Director and Head of Telecom, Americas
    Natixis

  • Speaker

    Laura Fazio
    Managing Director, Head of TMT Banking
    Santander Bank

  • Speaker

    Richard Knowlton
    MD, TMT Finance - Americas
    Societe Generale

Option 3

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

 

Chaired by Tom Simpson, Reporter, TMT Finance

Jeff Kohler, Co-Founder and Chief Development Officer, Rise Broadband
Ted Mocarski, Senior Partner, Novacap
David Parker, Managing Director, TMT Investment Banking, Lazard
Jason Hill, Managing Partner, MVP Capital
Leigh Fox, CEO, Cincinnati Bell

Telcos, investors and infrastructure owners discuss the potential returns regional broadband investment. Broadband and fibre operators highlight the latest M&A, strategies and opportunities in regional markets.

• Build vs Buy - where are the opportunities?
• Who is leading investment and consolidating the market?
• 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?
• What are the long-term prospects for returns in rural markets?

  • Chair

    Tom Simpson
    Reporter
    TMT Finance

  • Speaker

    Jeff Kohler
    Co-Founder and Chief Development Officer
    Rise Broadband

  • Speaker

    Ted Mocarski
    Senior Partner
    Novacap

  • Speaker

    David Parker
    Managing Partner, TMT Investment Banking
    Lazard

  • Speaker

    Tom Simpson
    Reporter
    TMT Finance

  • Speaker

    Jason Hill
    Managing Partner
    MVP Capital

  • Speaker

    Leigh Fox
    CEO
    Cincinnati Bell

Option 4

Densification and small cells – Investing in new infrastructure to deliver 5G

 

Chaired by Robert Gutman, Senior Equity Analyst, Guggenheim Partners

Jim Hyde, CEO, ExteNet Systems
Piyush Raj, Director- Technology Innovation, American Tower Corporation
Jim Lockwood, CEO, Aero Wireless Group
Jason Caliento, Executive Vice President, Mobilitie
Ray LaChance, Co-Founder & CEO, ZenFi Networks, Inc.

5G promises to reduce costs and offer unparalleled connectivity options but will require substantial investment in new infrastructure. How do investments in densification and small cells differ to prior reliance on traditional towers? How do investment plans need to adapt?

• To what degree will the 5G roll-out rely on small cells? Will they work outside hotspots?
• 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

    Robert Gutman
    Senior Equity Analyst
    Guggenheim Partners

  • Speaker

    Jim Hyde
    CEO
    ExteNet Systems

  • Speaker

    Piyush Raj
    Director- Technology Innovation
    American Tower Corporation

  • Speaker

    Jim Lockwood
    CEO
    Aero Wireless Group

  • Speaker

    Jason Caliento
    Executive Vice President
    Mobilitie

  • Speaker

    Ray LaChance
    Co-Founder & CEO
    ZenFi Networks, Inc.

  • Speaker

    Robert Gutman
    Senior Equity Analyst
    Guggenheim Partners

Option 5

Cloud Comms – How is the cloud changing enterprise communications?

 

Chaired by Aaron Blazar, Principal, Freedom 3 Capital

Lawrence Fey, Managing Director, GTCR
Andrew Frey, Partner, Searchlight Capital Partners
Bill Crank, President & CEO, Dialogic
Alan Foy, CEO, StarBlue
Vinod Lala, Chief Strategy Officer, Vonage
John McCready, CSO & EVP, Ribbon Communications

Cloud communications has 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?

• Emerging trends in cloud M&A and financing – hot trends in cloud comms
• How is the UCaaS market changing?
• How large is the potential market for CPaaS?
• Will SD-WAN become the new standard for cloud communication?
• What are the prospects for consolidation in the market?

  • Chair

    Aaron Blazar
    Principal
    Freedom 3 Capital

  • Speaker

    Lawrence Fey
    Managing Director
    GTCR

  • Speaker

    Andrew Frey
    Partner
    Searchlight Capital Partners

  • Speaker

    Bill Crank
    President & CEO
    Dialogic

  • Speaker

    Alan Foy
    CEO
    StarBlue

  • Speaker

    Vinod Lala
    Chief Strategy Officer
    Vonage

  • Speaker

    John McCready
    CSO & EVP
    Ribbon Communications

  • Speaker

    Aaron Blazar
    Principal
    Freedom 3 Capital

Option 6

Investing in datacenters and hosting – What is driving consolidation and investment in the market?

 

Jon Vanden Heuvel, Managing Director, Bank Street Group
Shawn Mills, CEO, Green House Data
Sharif Metwalli, CFO, Vantage Data Centers
Mary Meduski, President & CFO, Cequel III
Bob DeSantis, CEO, 365 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 investments
· Are there dangers of overcapacity depressing yields, or has build out been disciplined?
· How will the growth of edge computing drive consolidation of smaller datacentres
. What risks are presented by relying on a small number of hyperscalers driving demand?

  • Chair

    Yedda Wang
    Asia Editor
    TMT Finance

  • Speaker

    Shawn Mills
    CEO
    Green House Data

  • Speaker

    Sharif Metwalli
    CFO
    Vantage Data Centers

  • Speaker

    Bob DeSantis
    CEO
    365 Data Centers

  • Speaker

    Mary Meduski
    President & CFO
    TierPoint

  • Speaker

    Jon Vanden Heuvel
    Managing Director
    Bank Street Group

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.

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 Tom Simpson, Reporter, TMT Finance

Jesper Larsson, Assistant Vice President - Corporate Development M&A, Wireless, AT&T
Adrian Shatku, CEO, Unifi
Alex Ramirez, Managing Director, Global TMT Group, Citigroup
Andrew Frey, Partner, Searchlight Capital Partners
Steven Haymore, M&A Director and Managing Counsel, American Tower

Industry executives and advisers discuss how telecom investment strategies are changing in the converging and digitizing environment.

• What is the future of TMT? How is that impacting M&A?
• Who are the buyers? How are growth strategies changing?
• How is access to financing changing? How is that affecting deal flow?
• Content M&A – who are the buyers, and target companies offering value?
• Enterprise services acquisitions – which subsectors are telcos targeting and why?
• Infrastructure consolidation – which markets and countries still offer deal opportunities?

  • Chair

    Tom Simpson
    Reporter
    TMT Finance

  • Speaker

    Jesper Larsson
    Assistant Vice President - Corporate Development
    AT&T Inc

  • Speaker

    Tom Simpson
    Reporter
    TMT Finance

  • Speaker

    Adrian Shatku
    CEO
    Unifi

  • Speaker

    Alex Ramirez
    Managing Director, Global TMT Group
    Citigroup

  • Speaker

    Andrew Frey
    Partner
    Searchlight Capital Partners

  • Speaker

    Steven Haymore
    M&A Director and Managing Counsel
    American Tower

Option 2

The 5G Business Case – How can the communications sector invest effectively in autonomous vehicles?

 

Chaired by Lawrence Askowitz, Managing Director, Bank Street Group

Colin M. Langan, Equity Analyst, US Autos & Auto Parts, UBS Investment Bank
Rahul Vijay, Head of Global Telecom Sourcing, Uber
Anil Rachakonda, Ventures & Strategy, Mobility, Automated Driving, Continental

More Speakers to be announced

A key enabler for autonomous vehicles will be the massive connectivity and low latency of 5G and the high-speed processing of datacenters. To what degree can the communications sector guarantee return on its investments by partnering in the autonomous vehicles space?

• Autonomous vehicles timeline – when will the phase of mass adoption begin?
• What investments will be necessary to become an essential partner in the sector?
• How can autonomous vehicle deployment support the business case for 5G now?
• Who will be best placed to own edge processing for autonomous vehicle navigation?
• How can we invest to profit from alternative uses of time inside autonomous vehicles?

  • Chair

    Lawrence Askowitz
    Managing Director
    Bank Street Group

  • Speaker

    Colin M. Langan
    Equity Analyst, US Autos & Auto Parts
    UBS Investment Bank

  • Speaker

    Rahul Vijay
    Head of Global Telecom Sourcing
    Uber

  • Speaker

    Anil Rachakonda
    Ventures & Strategy, Mobility, Automated Driving
    Continental

  • Speaker

    Lawrence Askowitz
    Managing Director
    Bank Street Group

Option 3

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

 

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

Chris Crosby, CEO, Compass Datacenters 
Mike Hagan, CEO, EdgeMicro
Horace Zona, Managing Director, SunTrust Robinson Humphrey
Raul K. Martynek, Chief Executive Officer, Databank

Investors, infrastructure owners and cloud services providers will discuss how the market for centralized datacenters is already changing and what will happen next in response to 5G-related, low-latency services.

• Who is leading investment in edge computing? Who are the micro-datacenter leaders?
• How will edge computing investment respond to 5G’s promise of low latency connectivity?
• Who will own computing power at tower sites? How might that affect transactions?
• How will the market structure change with increased processing power at the edge?

  • Chair

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

  • Speaker

    Chris Crosby
    CEO
    Compass Datacenters

  • Speaker

    Mike Hagan
    CEO
    EdgeMicro

  • Speaker

    Horace Zona
    Managing Director
    SunTrust Robinson Humphrey

  • Speaker

    Raul K. Martynek
    Chief Executive Officer
    Databank

  • Speaker

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

Option 4

Investing in Content – How is the content market changing as more participants enter?

 

Chris Cottrell, Managing Director, Head of Entertainment, Credit Suisse
John Orlando, Head of Content, Sony Crackle

More speakers to be announced

Content is King, and royalty can be expensive. With valuations high and monetization strategies struggling to generate predictable streams of revenue how should traditional media firms, content producers, distributors and telcos proceed?

• What strategies are proving most popular and successful in the media/telco space?
• To what extent are new players shaking up competition for premium content and sports? How should established companies respond?
• Acquisition strategies - assessing techniques for buying at auction, partnering and M&A
• How can the industry respond to long-term erosion of market share by OTT players?

  • Speaker

    Chris Cottrell
    Managing Director, Head of Entertainment
    Credit Suisse

  • Speaker

    John Orlando
    Head of Content
    Sony Crackle

Option 5

Smart Investing – Developments in the market for data analysis and artificial intelligence

 

Chaired by Yedda Wang, Asia Editor, TMT Finance

Neville Teagarden, Managing Partner, AI Capital
Stephen Upstone, CEO & Founder, LoopMe

More speakers to be announced

Data is the new oil, and in this breakout our prospectors (AI leaders, technology investors and advisers) will discuss how the market for advanced analytics and artificial intelligence is evolving.

  • Who are the key players and what are the most exciting trends for 2019?
  • How are business models and revenue streams developing?        
  • What kind of public and private partnerships and growth opportunities are available?                
  • How is AI impacting parts of the more traditional telecom and infrastructure sectors?
  • Which AI companies are most attractive from an investment perspective?
  • Chair

    Yedda Wang
    Asia Editor
    TMT Finance

  • Speaker

    Neville Teagarden
    Managing Partner
    AI Capital

  • Speaker

    Stephen Upstone
    CEO & Founder
    LoopMe

  • Speaker

    Yedda Wang
    Asia Editor
    TMT Finance

Option 6

Cross-border M&A – What does the increase in international transactions mean for the industry?

 

Jan Vesley, Partner, EQT Partners
Alan Mitchell, President & COO - Merchant Banking and Private Equity, Spain Telecom, LLC
Brett Lindsey, President & CEO, EVERSTREAM

More speakers announced

Cross-border investments in telecoms assets and technology vendors is on the rise. In this breakout, US and European financial heads and investors will discuss the growth and pattern of cross-border investment.

• Why are we seeing a sustained increased in interest in telecoms infrastructure assets?
• What is driving increased deal flow between North America and Europe?
• Will restrictions on Huawei and ZTE cool Chinese investment appetite?
• Will investment overseas to service existing customers continue to drive acquisitions?
• To what extent will high valuations for US assets and tech firms cool foreign interest?

  • Speaker

    Jan Vesely
    Partner
    EQT Partners

  • Speaker

    Alan Mitchell
    President & COO - Merchant Banking and Private Equity Spain Telecom
    LLC

  • Speaker

    Brett Lindsey
    President & CEO
    EVERSTREAM

15.45 - 16.15

Networking Break

 
16.15 - 16.30

Visionary Keynote Speech

 

Speaker to be confirmed

16.30 - 17.10

The Digital Infrastructure and Towers Panel – How is industry convergence affecting investment plans?

 

Brian McMullen, Senior Managing Director and Partner, Stonepeak Infrastructure Partners
Suruchi Ahuja, CFO, Tillman Infrastructure
Susan Johnson, EVP,  Global Connections & Supply Chain, AT&T
Clayton Funk, Managing Director, MVP Capital
Waldemar Szlezak, Managing Director, KKR

Digital infrastructure and mobile investors explain how the industry is changing as digital infrastructure grows in importance and value. Our panel discuss plans to take advantage of the growth of internet traffic and investment in 5G and fiber.

  •  Digital infrastructure developments in the US – what’s new
  • Next generation networks and services – assessing ownership options
  • Towerco consolidation – where does the industry go next?
  • How will a convergence of towers, small cells, datacenters and fiber change those markets?
  • Speaker

    Brian McMullen
    Senior Managing Director & Partner
    Stonepeak Infrastructure Partners

  • Speaker

    Suruchi Ahuja
    CFO
    Tillman Infrastructure

  • Speaker

    Susan Johnson
    EVP Global Connections & Supply Chain
    AT&T

  • Speaker

    Clayton Funk
    Managing Director
    MVP Capital

  • Speaker

    Waldemar Szlezak
    Managing Director
    KKR

17.10 - 17.25

What’s next for TMT M&A? Who will lead deals in 2019?

 

Speaker to be announced

17.25 - 18.00

The Enterprise Cloud Panel - Where are investments taking place in Datacentres, Hosting and Cloud?

 

Chaired by Laura Fazio, Managing Director, Head of TMT Banking, Santander Bank

Graham Bevington, EVP, Business Development, Mitel
Madison Williams, EVP Finance, QTS Data Centers
Jordan Kanfer, EVP & General Counsel, NTT America
Shekar Ayyar, EVP, Strategy and Corporate Development and General Manager, Telco NFV Group, VMware, Inc.

The transition to the cloud is driving demand for remote hosting and has led to a boom in bandwidth, processing and datacenters, but how will the market change as these trends accelerate?

• Who is buying, building, consolidating? And at what stage of the life cycle?
• Building partnerships with hyperscalers – mitigating risks of market concentration
• To what degree will international expansion enable growth for asset owners?
• Who is best placed to lead investment and consolidation in the US and globally?
• Is the cloud infrastructure marketplace segmenting? How will that affect investment?
• Will we continue to see a divergence between infrastructure and services?

  • Chair

    Laura Fazio
    Managing Director, Head of TMT Banking
    Santander Bank

  • Speaker

    Graham Bevington
    EVP, Business Development
    Mitel

  • Speaker

    Madison Williams
    EVP Finance
    QTS Data Centers

  • Speaker

    Jordan Kanfer
    Executive Vice President & General Counsel
    NTT America

  • Speaker

    Shekar Ayyar
    Executive Vice President, Strategy and Corporate Development and General Manager, Telco NFV Group
    VMware, Inc.

  • Speaker

    Laura Fazio
    Managing Director, Head of TMT Banking
    Santander Bank

18.00 - 19.00

Networking Drinks