Agenda

Filter
07.30 - 09.00

Networking Breakfast

 
09.00 - 09.05

Official Opening

 
09.05 - 09.15

TMT Finance M&A Deal Talk

 

By Taku Dzimwasha, Senior Reporter, TMT Finance

  • Speaker

    Taku Dzimwasha
    Senior Reporter
    TMT Finance

09.15 - 09.30

Visionary Keynote Speech - Will 5G Bring Back Telecom Glory?

 

By Dalibor Vavruska, former Global Head of Digital Connectivity Strategy, Citi

  • Speaker

    Dalibor Vavruska
    former Global Head of Digital Connectivity Strategy & CEEMEA Telecom Research
    Citi

09.30 - 10.10

TMT Leadership Panel – Increasing the top line and navigating the next phase of investment in infrastructure and services

 

Chaired by Michael Knott, Senior Managing Director, FTI Consulting

Michael Sherman, Chief Strategy and Transformation Officer, BT
Jim Ryan, CSO, Liberty Global
Lasse Pilgaard, CFO, TDC Group
Elisabetta Romano, Chief Innovation & Partnership Officer, TIM
Jeremy Sell, CSO, Saudi Telecom Company

Leaders from key global TMT and Telecom operators discuss the most critical issues facing the industry: the twofold pressure of 5G deployment and related ROI opportunities, the explosion of new network separation strategies, and exploring new paths to growth.

- Hunting for growth – where are leading TMT operators finding success in boosting new areas of revenue growth, innovation and digitalisation?
- 5G Investment – What are the benefits and risks? Estimating return on investment
- Infrastructure build and separations – the shift away from absolute network self-provision
- M&A opportunities and how antitrust views are shaping consolidation strategies

  • Chair

    Michael Knott
    Senior Managing Director
    FTI Consulting

  • Speaker

    Michael Sherman
    Chief Strategy and Transformation Officer
    BT

  • Speaker

    Jim Ryan
    CSO
    Liberty Global

  • Speaker

    Lasse Pilgaard
    CFO
    TDC Group

  • Speaker

    Elisabetta Romano
    Chief Innovation & Partnership Officer
    TIM

  • Speaker

    Jeremy Sell
    CSO
    Saudi Telecom Company

  • Speaker

    Michael Knott
    Senior Managing Director
    FTI Consulting

10.10 - 10.25

CEO Fireside Chat

 

With Robert Redeleanu, CEO, Eastern Europe, Liberty Global hosted by Igor Ostrowski, Partner & Global Co-Chair of TMT, Dentons

  • Chair

    Igor Ostrowski
    Partner & Global Co-Chair of TMT
    Dentons

  • Speaker

    Igor Ostrowski
    Partner & Global Co-Chair of TMT
    Dentons

  • Speaker

    Robert Redeleanu
    CEO, Eastern Europe
    Liberty Global

10.25 - 11.00

Beyond Digital Infrastructure – Investing in infrastructure convergence for 5G and beyond

 

Chaired by Maxime Perrin, MD, Telecom Industry Group, Natixis Corporate and Investment Banking

Alain Rauscher, CEO & Managing Partner, Antin Infrastructure Partners
Alex Mestre, COO, Cellnex
Bruno Jacobfeuerborn, CEO, Deutsche Funkturm

Key investors and industry leaders assess transactions and investment strategies across the four critical pillars of digital infrastructure: wireless towers, small cells, data centers and fibre – and look at how these will enable the growth of smart cities and the wider digital economy.

- Assessing the 4 verticals: which investments are proving most effective in towers, small cells, data centres and fibre?
- Transactions and valuations – where is M&A happening, what are the drivers, and how are valuations developing into 2020?
- Traditional PE firms buying infra assets – the changing profile of investors, access to finance, and the value chain
- The future towerco – how can tower operators tap into the next wave of connectivity?
- How can governments support and promote further investment in communications infrastructure, and accelerate the growth of Smart Cities?

  • Chair

    Maxime Perrin
    Managing Director, Telecom Industry Group
    Natixis Corporate and Investment Banking

  • Speaker

    Alain Rauscher
    CEO & Managing Partner
    Antin Infrastructure Partners

  • Speaker

    Alex Mestre
    COO
    Cellnex

  • Speaker

    Bruno Jacobfeuerborn
    CEO
    Deutsche Funkturm

  • Speaker

    Maxime Perrin
    Managing Director, Telecom Industry Group
    Natixis Corporate and Investment Banking

11.00 - 11.30

Networking Break

 
11.30 - 12.10

TMT M&A Panel – How are mergers and acquisitions shaping the global TMT sector?

 

Chaired by Daryl Cox, TMT Senior Associate, Clifford Chance

Michael Knott, Senior Managing Director, FTI Consulting
Karim Tabet, Managing Director, Providence Equity
Christian Lesueur, Global Head of TMT Investment Banking, UBS
Raymond Haagen, MD - TMT Investment Banking, Goldman Sachs

Leading heads of TMT M&A from industry, investment banks and private equity investors discuss the next wave of transactions in TMT, and assess the best strategies for leading and negotiating complex deals in a rapidly changing market

- How are M&A deals changing and what are the next big trends that will impact TMT transactions globally?
- Who is leading investment in the sector and what are the key deal drivers, and opportunities for convergence and consolidation?
- How is access to financing, changes in valuations and regulatory conditions shaping deal flow?
- What impact are disruptive technologies having on the TMT industry at large, and how is that impacting M&A?

  • Chair

    Daryl Cox
    TMT Senior Associate
    Clifford Chance

  • Speaker

    Michael Knott
    Senior Managing Director
    FTI Consulting

  • Speaker

    Karim Tabet
    Managing Director
    Providence Equity

  • Speaker

    Christian Lesueur
    Global Head of TMT Investment Banking
    UBS

  • Speaker

    Raymond Haagen
    MD - TMT Investment Banking
    Goldman Sachs

  • Speaker

    Daryl Cox
    TMT Senior Associate
    Clifford Chance

12.10 - 12.25

CEO Fireside Chat

 

With Daan De Wever, Founder & CEO, Destiny hosted by Michael Quinn, Founding Partner, Q Advisors

  • Chair

    Michael Quinn
    Founding Partner
    Q Advisors

  • Speaker

    Daan De Wever
    Founder & CEO
    Destiny

  • Speaker

    Michael Quinn
    Founding Partner
    Q Advisors

12.25 - 13.00

Enterprise Cloud and Internet Infrastructure - Who is leading the next phase of hyper growth?

 

Chaired by Olivier Wolf, Partner, EY-Parthenon

Gavin Jackson, Chief Executive - SVP EMEA, UiPath
Tom Wells, Partner, Arma Partners
Russell Poole, Managing Director, UK, Equinix
Olivier Micheli, CEO, DATA4

Enterprise cloud and datacentre leaders, investors and financiers discuss how the role of hyperscalers are shifting market dynamics, where capital is available for investment, and which opportunities exist in areas such as edge computing

- Future growth in services and infrastructure layers, and the increased segmentation of the cloud infrastructure marketplace
- Hyperscalers – opportunities for partnerships, and the impact on wider investment trends and new business models
- Private equity versus operator – who is buying, building, consolidating? What makes sense at what stage of the life cycle and how are valuations and financing options changing?
- Moving to the edge – how can data centre companies adapt to take advantage of edge computing, and who will capture the value?
- How transition to the cloud is driving demand for remote hosting and a boom in bandwidth, processing and datacenters

  • Chair

    Olivier Wolf
    Partner
    EY-Parthenon

  • Speaker

    Gavin Jackson
    Chief Executive - SVP EMEA
    UiPath

  • Speaker

    Olivier Wolf
    Partner
    EY-Parthenon

  • Speaker

    Tom Wells
    Partner
    Arma Partners

  • Speaker

    Russell Poole
    Managing Director, UK
    Equinix

  • Speaker

    Olivier Micheli
    CEO
    DATA4

13.00 - 14.00

Networking Lunch

 
14.00 - 14.45

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

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

 

Chaired by Dalibor Vavruska, former Global Head of Digital Connectivity Strategy, Citi

Ranesh Verma, MD, Global Sector Head, TMT & Healthcare, ING
Jens Müller, CFO, Deutsche Glasfaser
Amit Sinha, MD, Global Head of TMT, Corporate & Investment Banking, DBS Bank

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 outlook?
  • Chair

    Dalibor Vavruska
    former Global Head of Digital Connectivity Strategy & CEEMEA Telecom Research
    Citi

  • Speaker

    Ranesh Verma
    MD, Global Sector Head, TMT & Healthcare
    ING

  • Speaker

    Jens Müller
    CFO
    Deutsche Glasfaser

  • Speaker

    Amit Sinha
    MD, Global Head of TMT, Corporate & Investment Banking
    DBS Bank

  • Speaker

    Dalibor Vavruska
    former Global Head of Digital Connectivity Strategy & CEEMEA Telecom Research
    Citi

Option 2

Urban Connectivity – Small Cells, 5G and Building Smart Cities

 

Chaired by Riad Hartani, Founding Partner, Xona Partners

Mitch De Geest, CEO, Citymesh
Pascal Koster, Chief Technology & Innovation Officer, Hyperoptic
Rosalind Singleton, Chair, UK5G Advisory Board
Antony Tomlinson, CEO, Ontix
Guy Matthews, Director of Emerging Technology, CGI

5G promises to reduce costs and offer unparalleled connectivity options. Underground transport networks, stadiums and shopping centres are all deploying carrier neutral small cells to increase connectivity and move towards 5G. Leaders from telecom operators, plus local and national government and other stakeholders discuss the opportunities of urban connectivity.

  • To what degree will 5G roll-out rely on small cells?
  • Why are we seeing increasing numbers of non-Telco investment in urban connectivity?
  • What business models will work for deploying small cells on rooftops and lampposts?
  • Is the current permitting regime adequate for widespread small cell installation?
  • What are the next steps towards enabling Smart City infrastructure?
  • How can industry and local authorities collaborate to support the introduction of 5G?
  • Chair

    Riad Hartani
    Founding Partner
    Xona Partners

  • Speaker

    Mitch De Geest
    CEO
    Citymesh

  • Speaker

    Pascal Koster
    Chief Technology & Innovation Officer
    Hyperoptic

  • Speaker

    Rosalind Singleton
    Chair
    UK5G Advisory Board

  • Speaker

    Antony Tomlinson
    CEO
    Ontix

  • Speaker

    Guy Matthews
    Director of Emerging Technology
    CGI

  • Speaker

    Riad Hartani
    Founding Partner
    Xona Partners

Option 3

Managed Services, Cloud and ICT – How is the market developing?

 

Chaired by Michael Quinn, Founding Partner, Q Advisors

Ian Zein, CEO, Sentia Group
Hans van den Broek, CEO, Solvinity
Kevin Paige, CTO, M247
Adam Ryan, Chief Services Officer, Calligo

Leaders from managed ICT, hosting, unified comms and cloud services and infrastructure providers and investors discuss fast growth opportunities in the sector and strategies for investment.

  • How is the sector developing on the services layer, and which subsectors are showing most growth potential and consolidation opportunities?
  • Cloud computing as an enabler of digital transformation – assessing drivers of cloud adoption
  • How is the growth of hyperscalers affecting the marketplace and where are the opportunities for partnerships?
  • The changing identity of buyers: who is leading M&A and investment in managed ICT and cloud services, and how is this changing?
  • The infrastructure layer - how is the digital infra ecosystem changing in response to a soaring demand for data? 
  • Chair

    Michael Quinn
    Founding Partner
    Q Advisors

  • Speaker

    Ian Zein
    CEO
    Sentia Group

  • Speaker

    Hans van den Broek
    CEO
    Solvinity

  • Speaker

    Michael Quinn
    Founding Partner
    Q Advisors

  • Speaker

    Kevin Paige
    CTO
    M247

  • Speaker

    Adam Ryan
    Chief Services Officer
    Calligo

Option 4

Emerging Markets TMT - Navigating new strategies for growth

 

Chaired by Yedda Wang, Asia Editor, TMT Finance

Julian Adkins, CFO, Millicom Africa
Thomas Chalumeau, International Development Executive, Orange MEA
Chijioke Egejuru, Investment Officer, IFC
Ho-Shik Lim, Senior Banker, ICT, EBRD
Absera Gizaw, Investment Professional, Helios Investment Partners
Farida Douiri, Senior Director M&A, Etisalat

Telecoms leaders, advisers and investors from across emerging markets discuss opportunities for investment.

  • Will portfolio rationalization continue to drive M&A activity?
  • Which countries and regions still offer the next big investment opportunities?
  • Which transactions are setting new valuation benchmarks?
  • How are regulation and state intervention affecting investment strategies?
  • How can investors mitigate currency risks?
  • Chair

    Yedda Wang
    Asia Editor
    Yedda Wang, Asia Editor, TMT Finance

  • Speaker

    Julian Adkins
    CFO
    Millicom Africa

  • Speaker

    Thomas Chalumeau
    International Development Executive
    Orange MEA

  • Speaker

    Chijioke Egejuru
    Investment Officer
    IFC

  • Speaker

    Ho-Shik Lim
    Senior Banker, ICT
    EBRD

  • Speaker

    Absera Gizaw
    Investment Professional
    Helios Investment Partners

  • Speaker

    Farida Douiri
    Senior Director M&A
    Etisalat

  • Speaker

    Yedda Wang
    Asia Editor
    Yedda Wang, Asia Editor, TMT Finance

Option 5

Fibre Investment - Evolution of the European market landscape

 

Chaired by Patrycja Golos, VP Corporate Affairs, Liberty Global, CEE / UPC and Igor Ostrowski, Partner & Global Co-Chair of TMT, Dentons

Moana Tumahai, Director Corporate Development, euNetworks
Martin Lippert, CEO, GlobalConnect
Aveen Ghurbhurn, Investment Director, Mirova

Leading operators and investors of fibre and high-speed broadband networks in the UK and Europe discuss opportunities for investment, and assess how the market can move towards full penetration 

  • How can the industry best take advantage of the long-term demand for new fibre?
  • FTTH vs Fibre to DCs/ Cloud - where are the opportunities in both, and who is leading investment? 
  • How do national approaches to fibre investment differ? What are knock on effects for financing?
  • How is consolidation and M&A progressing in the existing fibre marketplace?
  • Chair

    Patrycja Golos
    VP Corporate Affairs
    Liberty Global, CEE / UPC

  • Speaker

    Igor Ostrowski
    Partner & Global Co-Chair of TMT
    Dentons

  • Speaker

    Moana Tumahai
    Director Corporate Development
    euNetworks

  • Speaker

    Martin Lippert
    CEO
    GlobalConnect

  • Speaker

    Patrycja Golos
    VP Corporate Affairs
    Liberty Global, CEE / UPC

  • Speaker

    Aveen Ghurbhurn
    Investment Director
    Mirova

Option 6

Telco Growth Strategies: Investing in adjacent markets

 

Chaired by Ying Liang, Managing Director, II&G Consulting

Ed Barker, Head of Innovation & Strategy, GSMA
Matteo Gatta, Technology Strategy & Innovation Director, Proximus
Marc Dohan, Senior TMT Advisor, Dohan Advisory
Claude Sassoulas, COO, InterCloud

Core telco revenues are slowing; how should operators respond? Senior telecom and tech executives and advisers discuss new telco growth opportunities, against a backdrop of disruptive business models and increasing convergence.

 

- The future telco – what will it look like? How is that impacting M&A, investment and partnerships?
- AI, Security, Cloud, SaaS, IoT – where are deals happening and which is the most natural habitat for telcos looking to expand offerings?
- IoT – capturing value beyond connectivity services
- Which technologies are proving most disruptive and offer the most opportunities for partnership and investment?
- Programmatic advertising and digital platforms – services complementary to mobile data
- Enterprise services - which subsectors are telcos targeting and why?

  • Chair

    Ying Liang
    Managing Director
    II&G Consulting

  • Speaker

    Ed Barker
    Head of Innovation & Strategy
    GSMA

  • Speaker

    Matteo Gatta
    Technology Strategy & Innovation Director
    Proximus

  • Speaker

    Ying Liang
    Managing Director
    II&G Consulting

  • Speaker

    Marc Dohan
    Senior TMT Advisor
    Dohan Advisory

  • Speaker

    Claude Sassoulas
    COO
    InterCloud

14.45 - 14.50

Changeover

 
14.50 - 15.35

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.

Option 1

Financing FTTH - The new greenfield revolution

 

Chaired by Robert Wallin, MD, Telecom Industry Group, Natixis Corporate and Investment Banking

Adam Wilson, Director, Group Strategy and Corporate Development, Virgin Media
Simone Bonannini, EVP Commercial and Marketing, Open Fiber
David El Fassy, President, Altitude Infrastructure
Gabriele Mandurino, CFO, COVAGE

Leaders from fibre operators, financiers and investors assess the current influx of new fibre network rollout projects in key European markets, and how they are being funded.

  • What financing is available for new greenfield fibre projects in Europe for entrepreneurs, municipalities and established operators? 
  • Which structures are becoming most common and how are pricing and conditions changing? Who is leading investment?
  • What are the barriers to entry and how do backers and financiers assess risk profile?
  • How to bridge the lower density and higher construction cost in rural areas
  • OANs vs captive networks and risk of overbuild
  • What impact is regulation having on the sector? How can it be improved? 
  • Chair

    Robert Wallin
    MD, Telecom Industry Group
    Natixis Corporate and Investment Banking

  • Speaker

    Adam Wilson
    Director, Group Strategy and Corporate Development
    Virgin Media

  • Speaker

    Simone Bonannini
    EVP Commercial and Marketing
    Open Fiber

  • Speaker

    David El Fassy
    President
    Altitude Infrastructure

  • Speaker

    Gabriele Mandurino
    CFO
    COVAGE

  • Speaker

    Robert Wallin
    MD, Telecom Industry Group
    Natixis Corporate and Investment Banking

Option 2

Telecoms M&A strategies - Assessing the next wave of deal flow

 

Chaired by Thomas Simpson, Senior Reporter, TMT Finance

Nuno Machado, MD Co-Head EMEA Media & Communications, Morgan Stanley
Philipp Meier-Scherling, MD, Head of EMEA Telecoms, Deutsche Bank
Ivo Ivanovski, Director of M&A, International Affairs and Regulation, A1 Telekom Austria Group

Industry executives, investors and advisers discuss how telecom investment strategies are changing in the newly converged and digitalised environment.

  • Asset-light telco models – what will the future telco look like? How is that impacting M&A?
  • Cross-border M&A – where do opportunities remain?
  • Infra funds investing in EU telcos – theme or special cases?
  • Consolidation review – regulatory changes, concessions, new licences
  • How is access to financing changing? How is that affecting deal flow?
  • Chair

    Thomas Simpson
    Senior Reporter
    TMT Finance

  • Speaker

    Nuno Machado
    MD Co-Head EMEA Media & Communications
    Morgan Stanley

  • Speaker

    Philipp Meier-Scherling
    Managing Director, Head of EMEA Telecoms
    Deutsche Bank

  • Speaker

    Ivo Ivanovski
    Director of M&A, International Affairs and Regulation
    A1 Telekom Austria Group

  • Speaker

    Thomas Simpson
    Senior Reporter
    TMT Finance

Option 3

Edge Computing, Cloud and Datacentres - Evaluating the opportunities

 

Chaired by Rajesh Sennik, Senior Managing Director, FTI Consulting

Olivier Micheli, CEO, DATA4
Wilfried Dudink, MD - Leaseweb CDN, Leaseweb
Petrina Anne Steele, VP Business Development & Innovation EMEA, Equinix
Ilya Bonhomme-Gomez, Director, Head of Telecom Infrastructure, Europe, DC Advisory
Simon Ford, AVP Europe, CyrusOne

Making a buzzword a tangible revenue driver. Leaders from datacentre operators and cloud services companies discuss how business models and investment strategies are developing in the response to the massive potential offered by edge computing.

  • Who is best placed to take advantage of the potential offered by edge computing? Who should fund it?
  • Use cases – where can edge be most effective and how is it being deployed?
  • Partnerships – how are tech companies working with infrastructure providers?
  • Consolidation and segmentation – how is the cloud infrastructure sector developing and how is that impacting deals and investment?
  • Security – what implications does it have and where are the opportunities for cybersecurity companies, or impact on investment/acquisition decisions?
  • Chair

    Rajesh Sennik
    Senior Managing Director
    FTI Consulting

  • Speaker

    Olivier Micheli
    CEO
    DATA4

  • Speaker

    Wilfried Dudink
    Managing Director - Leaseweb CDN
    Leaseweb

  • Speaker

    Petrina Anne Steele
    VP Business Development & Innovation EMEA
    Equinix

  • Speaker

    Rajesh Sennik
    Senior Managing Director
    FTI Consulting

  • Speaker

    Ilya Bonhomme-Gomez
    Director, Head of Telecom Infrastructure, Europe
    DC Advisory

  • Speaker

    Simon Ford
    AVP Europe
    CyrusOne

Option 4

5G Spectrum Auctions - Pricing, strategies and benchmarks

 

Chaired by Peter Curnow-Ford, Managing Partner, Viatec Associates

Andy Hudson, Strategy & Valuations, Auctionomics
Cesar Gutierrez Miguelez, Head of Africa Regulatory Policy, Huawei Technologies
Nicholas Blades, Director - Regulation, Competition & Data Policy, Telefónica
Martin Wren-Hilton, Director of Wireless Innovation, TalkTalk
Stephen Pentland, Group Public Policy Head of Spectrum, Vodafone

Industry leaders, regulators and financiers discuss how 5G auctions are developing, which pricing strategies and benchmarks are being deployed, and how the industry is responding.

  • State of play – which 5G auctions are taking place and how which approaches are different regulators taking?
  • ROI – How are expectations for 5G being balanced against the investment case?
  • What architecture and deployment options have European operators used? What impact will that have on towercos?
  • How viable are the 5G use cases, and what is the potential timing?
  • What have been 5G global deployments to date? How does Europe compare with US and Asia Pacific?
  • What is the latest on regulation and policy supporting investments in 5G?
  • Chair

    Peter Curnow-Ford
    Managing Partner
    Viatec Associates

  • Speaker

    Peter Curnow-Ford
    Managing Partner
    Viatec Associates

  • Speaker

    Andy Hudson
    Strategy & Valuations
    Auctionomics

  • Speaker

    Cesar Gutierrez Miguelez
    Head of Africa Regulatory Policy, Wireless Strategy & Business Development
    Huawei Technologies

  • Speaker

    Nicholas Blades
    Director - Regulation, Competition & Data Policy
    Telefónica

  • Speaker

    Martin Wren-Hilton
    Director of Wireless Innovation
    TalkTalk

  • Speaker

    Stephen Pentland
    Group Public Policy Head of Spectrum
    Vodafone

Option 5

Mobile Towers – Capturing the next phase of growth

 

Chaired by Eric Benedict, Managing Director, AlixPartners

David Crawford, MD Telecoms & M2M, Arqiva
Rhys Phillip, CEO, Cornerstone
Jonathan Dann, Managing Director, Greenhill
Alexander Leigh, Group CCO, Helios Towers

Wireless tower and infrastructure leaders and investors assess strategies for the mobile infrastructure market, the next wave of opportunities and the upcoming changes posed by 5G and fibre.

  • Regional towerco developments in EMEA, Asia and Americas – which business models are working, and where?
  • The next phase of growth - where should towercos play in fibre, small cell, 5G and edge computing? 
  • MNO partnerships - working with MNOs on the next phase of outsourcing, partnerships, acquisitions and network rollout  
  • Optimising infrastructure management and managing assets
  • Financing - which financing options are available for new growth opportunities and M&A?
  • Chair

    Eric Benedict
    Managing Director
    AlixPartners

  • Speaker

    David Crawford
    MD Telecoms & M2M
    Arqiva

  • Speaker

    Rhys Phillip
    CEO
    Cornerstone

  • Speaker

    Eric Benedict
    Managing Director
    AlixPartners

  • Speaker

    Jonathan Dann
    Managing Director
    Greenhill

  • Speaker

    Alexander Leigh
    Group CCO
    Helios Towers

Option 6

The Internet of Things - Applications, services and innovations

 

Chaired by Thierry Levenq, Managing Director, Connecting Advisors

Glen Robinson, Chief Sales & Marketing Office, Sigfox
Nick Earle, CEO, Eseye
Guillaume Sampic, Director for strategy for Enterprise, BT
Anthony Hills, Enterprise - EMEA Telco, NVIDIA

IoT offers clear opportunities for the communications sector and a new wave of applications. In this discussion leaders and investors from the communications and IoT sector will discuss the best ways to win value in this competitive space and look at how use cases are developing throughout the value chain, across areas from connectivity solutions and industry 4.0 & 5.0 to connected vehicles, facilities management and building the connected supply chain. 

  • Consumer vs Industrial IoT - how are both sides of the industry developing and which business models are working?    
  • How are investments and transactions already impacting IoT, and how will 5G change that? 
  • Connected cars, buildings and industry 4.0/5.0 - assessing opportunities throughout the value chain
  • Which other revenues streams could be developed based on consumer experience?
  • Building Smart City Infrastructure - where the opportunities? 
  • Chair

    Thierry Levenq
    Managing Director
    Connecting Advisors

  • Speaker

    Glen Robinson
    Chief Sales & Marketing Office
    Sigfox

  • Speaker

    Nick Earle
    CEO
    Eseye

  • Speaker

    Guillaume Sampic
    Director for strategy for Enterprise
    BT

  • Speaker

    Thierry Levenq
    Managing Director
    Connecting Advisors

  • Speaker

    Anthony Hills
    Enterprise - EMEA Telco
    NVIDIA

15.35 - 16.10

Networking Break

 
16.10 - 16.50

5G Leaders Panel – Assessing ROI, unlocking value and building the ecosystem

 

Chaired by Peter Curnow-Ford, Managing Partner, Viatec Associates

Scott Petty, CTO, Vodafone UK
Phil Sheppard, Director of Strategy and Architecture, Three UK
Philip Marnick, Group Director, Spectrum, Ofcom

Industry leaders assess the state of play on 5G spectrum auctions, analysis of cash-on-cash returns and outlook on funding, plus how partnerships and the wider 5G environment are developing.

- 5G Impact – When and where will the biggest impacts take place ?
- Spectrum – how are valuation benchmarks developing, and what different approaches to allocation and pricing are regulators taking?
- Partnerships – the increase in 5G RAN-sharing and the pooling of passive infrastructure
- Developing the road to full 5G commercialisation – core networks, small cells, edge computing, mobile switching, virtualisation, real-time analytics and machine learning
- Funding and ROI – medium term planning for the next five to seven years

  • Chair

    Peter Curnow-Ford
    Managing Partner
    Viatec Associates

  • Speaker

    Scott Petty
    CTO
    Vodafone UK

  • Speaker

    Phil Sheppard
    Director of Strategy and Architecture
    Three UK

  • Speaker

    Peter Curnow-Ford
    Managing Partner
    Viatec Associates

  • Speaker

    Philip Marnick
    Group Director, Spectrum
    Ofcom

16.50 - 17.30

The Fibre Leadership Panel – Assessing the race to full fibre coverage and investment

 

Chaired by Pieter-Jan Bouten, Managing Director, Head of UK, Greenhill

Robert Dunn, Leading Liberty Global Infra. Investments, Virgin Media
Alex Goldblum, CEO, Eurofiber
Uwe Nickl, Group Managing Director, Deutsche Glasfaser Group
Jan-Ole Gerschefski, VP TMT, Warburg Pincus
Simon Holden, Group COO, CityFibre

An explosion in fibre rollout and dealmaking; soaring EBITDA multiples; multi-billion dollar spending plans; a new wave of market participants; and a collective political will to move towards full fibre coverage. This panel brings together leading operators and investors of fibre and high-speed broadband networks to discuss the opportunities

- Leading the pack – how to pick the winners and assess investor returns in the race to full fibre coverage
- Consolidation – what will be the trigger for increased dealmaking and partnerships in the alt-net market?
- How to assess and manage capex costs and ROI, and hunt out the right opportunities
- Carrier Neutral Open Access Networks – which business models are working, who will own the value chain and what role should governments have?
- What type of partnerships are mobile carriers looking into to densify their networks?

  • Chair

    Pieter-Jan Bouten
    Managing Director, Head of UK
    Greenhill

  • Speaker

    Robert Dunn
    Leading Liberty Global Infrastructure Investments
    Virgin Media

  • Speaker

    Alex Goldblum
    CEO
    Eurofiber

  • Speaker

    Uwe Nickl
    Group Managing Director
    Deutsche Glasfaser Group

  • Speaker

    Jan-Ole Gerschefski
    VP TMT
    Warburg Pincus

  • Speaker

    Simon Holden
    Group COO
    CityFibre

  • Speaker

    Pieter-Jan Bouten
    Managing Director, Head of UK
    Greenhill

17.30 - 19.30

Networking Drinks