Agenda

Filter
08:45 – 08:50

Official Opening 

 
    08:50 – 09:00

    TMT Finance Deal Talk

     

    Speaker

    Tom Simpson, EMEA Editor, TMT Finance

    • What's next for TMT M&A deal flow and drivers globally for 2024?
    • Who will lead the major transactions across Digital Infrastructure, Telecoms, Software and Cloud?
    • A year in review – data and trends on done deals in 2023
    • What deals are currently in the pipeline for 2024 and where are the next wave of opportunities?
    • Chair

      Tom Simpson
      EMEA Editor
      TMT Finance

    • Speaker

      Tom Simpson
      EMEA Editor
      TMT Finance

    09:00- 09:15

    Opening Leadership Fireside Chat 

     

    Moderated by Ulrich Loewer, Partner, EY-Parthenon

     

    Speaker

    Matt Evans, Head of Europe, DigitalBridge

    Ulrich Loewer, Partner at EY-Parthenon, hosts a fireside chat with Matt Evans, Head of Europe at DigitalBridge. 

    • Chair

      ul

      Ulrich Loewer
      Partner
      EY-Parthenon

    • Speaker

      ul

      Ulrich Loewer
      Partner
      EY-Parthenon

    09:15 – 09:30

    Visionary Keynote Speech – How will Artificial Intelligence alter TMT M&A?  

     

    Speaker

    Tim Roberts, Partner and Managing Director, AlixPartners 

    • Speaker

      wc

      Tim Roberts
      Partner and Managing Director
      AlixPartners

    09:30 – 10:10

    TMT Leaders Panel – Opportunities in a New Environment: How Capital Restraints are Impacting M&A, Deal Structures and Investment Strategies

     

    Moderated by Tom Levine, Partner, Allen & Overy

     

    Speakers

    Laura Abasolo, CFO, Telefónica

    Jim Ryan, SVP & CSO, Liberty Global, Inc.

    Cristina Gonzalez, Managing Director European Infrastructure, KKR

    Keri Gilder, CEO, Colt

    Guillermo Garcia-Barrero, Managing Director, EQT Partners

    • Adjusting to a lack of capital and looking at the impact this will have in 2024
    • Considering a sharper focus on deal terms and a less competitive M&A environment, what is happening on deal structures?
    • Analysing a shakeout in datacentres and less appetite for speculative investment
    • Who is best placed to predict and take advantage of the expected demand being driven by AI in datacentres?
    • Examining future opportunities and the regulatory climate for consolidation across the telecom industry
    • Chair

      Tom Levine
      Partner
      Allen & Overy

    • Speaker

      Laura Abasolo

      Laura Abasolo
      CFO
      Telefonica

    • Speaker

      Tom Levine
      Partner
      Allen & Overy

    • Speaker

      Jim Ryan
      SVP & CSO
      Liberty Global, Inc

    • Speaker

      Cristina Gonzalez
      Managing Director European Infrastructure
      KKR

    • Speaker

      Keri Gilder
      CEO
      Colt

    • Speaker

      wc

      Guillermo Garcia-Barrero
      Managing Director
      EQT Partners

    10:10 – 10:25

    Visionary CEO Keynote: The quality/cost enigma in a time of uncertainty: What can the current state of play in the UK market tell us about how to approach building a fibre network?

     

    Speaker

    Tim Creswick, CEO, Vorboss

    The last decade has seen a radical expansion in the number of fixed fibre network operators in the UK. Yet despite the injection of private capital that has enabled this, many are struggling to gain market share. Now with rising interest rates and a tough macro-economic climate, the future of this once thriving wave of operators looks uncertain. Tim Creswick, Vorboss CEO, looks at what these trends can tell us about how we should approach building and designing network infrastructure.

    • Speaker

      Tim Creswick
      CEO
      Vorboss

    10:55 – 11:35

    Digital Infrastructure M&A Leaders Panel – Assessing What’s Next for Transactions amid Continued Macro Headwinds  

     

    Moderated by Anne Chitan, Global Co-Head of Communications & Partner, CMS

     

    Speakers

    Xenia Sarri, Managing Director, DigitalBridge

    Laurence Hainault, Senior Managing Director, Evercore

    Carlotta Giacché, Associate Director, Infrastructure Origin, Europe, NORD/LB 

    Oliver Bradley, Senior Managing Director, Digital Infra Investing, Macquarie Capital

    Leaders across Digital Infrastructure discuss the most critical issues currently facing the sector, including how the next wave of transactions will shape up.

     

    • Growth strategies – Choosing the next path to growth

    • Analysing subsector opportunities: MNOs, fibre, towers, datacentres, cloud & services

    • Deal structures – how are transactions evolving and what impact is access to financing having on the market?

    • Speaker

      Xenia Sarri

      Xenia Sarri
      Managing Director
      DigitalBridge

    • Speaker

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      Oliver Bradley
      Senior Managing Director, Digital Infra Investing
      Macquarie Capital

    • Speaker

      Carlotta Giacché

      Carlotta Giacché
      Associate Director, Infrastructure Origin, Europe
      NORD/LB

    10:55 – 11:35 

    Cloud and Managed Services – Building Platforms and Examining Growth Strategies

     

    Moderated by Charles Murray, Partner, Analysys Mason

     

    Speakers

    Nathan Marke, COO, Giacom

    Daan De Wever, Group CEO, Dstny

    Russell Horton, CEO, Fluid One

    Matthew Parker, CEO, Babble

    • State of the market – what deals are being done in Managed Services, IT and cloud?
    • What is the impact of AI on value and growth in the cloud market? 
    • How are companies responding to external headwinds and what are the priorities for businesses for the next 12 months?
    • Examining how to build a managed services platform business via consolidation.
    • Investor perspective – which partnership models are most effective and what are PEs looking for?
    • Chair

      Charles Murray
      Partner
      Analysys Mason

    • Speaker

      Nathan Marke
      COO
      Giacom

    • Speaker

      Daan De Wever
      Group CEO
      Dstny

    • Speaker

      Charles Murray
      Partner
      Analysys Mason

    • Speaker

      rh

      Russell Horton
      CEO
      Fluid One

    • Speaker

      Matthew Parker
      CEO
      Babble

    11:35 – 11:50

    Visionary Keynote Speech

     

    Speaker 

    Richard Jeffares, Founder and CEO, Vitrifi 

    • Speaker

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      Richard Jeffares
      Founder and CEO
      Vitrifi

    11:50 – 12:30

    How will Artificial intelligence impact digital infrastructure dealmaking and business models?   

     

    Moderated by Tim Roberts, Partner and Managing Director, AlixPartners

    • Chair

      wc

      Tim Roberts
      Partner and Managing Director
      AlixPartners

    • Speaker

      wc

      Tim Roberts
      Partner and Managing Director
      AlixPartners

    11:50 – 12:30

    European Software Leaders – How will businesses use and monetise data in the future? 

     

    Speakers

    Dario Aganovic, Group CEO, Byggfakta Group

    Vicky Nisbet, Senior AVP Comms, Media & Technology, Salesforce

    Issam Abedin, Principal, Warburg Pincus

    Exploring how European software leaders are strategically leveraging data-driven business models, exploring effective monetization strategies, navigating regulatory considerations, and capitalizing on emerging technologies to drive future growth and revenue in the industry.

    • Software M&A review: what’s been done, what is expected in the pipeline and how are valuations and access to financing changing?
    • How are European software leaders strategically incorporating data-driven approaches to enhance decision-making and operational efficiency in their business models?
    • What innovative strategies are businesses exploring to monetize data? 
    • How are businesses leveraging data as a strategic asset to not only optimize internal processes but also create new revenue streams, fostering sustained growth and competitiveness in the software industry?
    • Looking ahead: how can companies and investors stay ahead of the curve and position for the next wave of dealmaking?
    • Speaker

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      Vicky Nisbet
      Senior AVP Comms, Media & Technology
      Salesforce

    • Speaker

      Dario Aganovic
      Group CEO
      Byggfakta Group

    • Speaker

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      Issam Abedin
      Principal
      Warburg Pincus

    12:30– 13:30

    Networking Lunch 

     
      13:30 – 14:10 

      Financing Digital Infrastructure Leaders - Identifying Opportunities for Growth and Investment

       

      Moderated by Kemal Hawa, Shareholder, Greenberg Traurig

       

      Speakers

      Natalia Tsitoura, Partner, Capital Solutions, Apollo 

      Headwinds continue to impact the digital infrastructure market going into 2024. Finance leaders discuss how to navigate these challenges and how to build opportunities going forward: 

       

      • How are deal structures and the financing ecosystem evolving in the current macroeconomic environment? 
      • How are capital constraints altering dynamics and how can sponsors navigate this? Which sectors within TMT are more active?
      • To what extent will private credit continue to play a major role in the market? How are traditional lenders responding? 
      • What emerging types of financing are we seeing in terms of ABS financing, ESG-linked notes and other new structures? 
      • Chair

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        Kemal Hawa
        Shareholder
        Greenberg Traurig

      • Speaker

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        Kemal Hawa
        Shareholder
        Greenberg Traurig

      • Speaker

        wc

        Natalia Tsitoura
        Partner, Capital Solutions
        Apollo

      13:30 – 14:10 

      UK FTTX Panel - Understanding Market Dynamics and USP Strategies for Growth 

       

      Moderated by Oliver Loveless, Manager, Analysys Mason 

       

      Speakers

      Jeremy Chelot, CEO, Netomnia

      Gareth Williams, CEO, Gigaclear

      José Luis San Martín, CEO, F&W Networks

      Conal Henry, Founder and Chair, Fibrus Networks

      Matthew Hemmings, Managing Director - Fibre & Network Delivery, Openreach

      • Understanding strategies for growth: building a brand, local to regional, pricing and product strategy
      • Looking at the current dynamics around financing, consolidation, and competition across FTTX 
      • Assessing the move to wholesale and looking at the differing reasoning and strategies 
      • Analysing the push on convergence and whether altnets need to consider following suit
      • Chair

        Oliver Loveless

        Oliver Loveless
        Manager
        Analysys Mason

      • Speaker

        jc

        Jeremy Chelot
        CEO
        Netomnia

      • Speaker

        WC24

        José Luis San Martín
        CEO
        F&W Networks

      • Speaker

        gw

        Gareth Williams
        CEO
        Gigaclear

      • Speaker

        Oliver Loveless

        Oliver Loveless
        Manager
        Analysys Mason

      • Speaker

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        Conal Henry
        Founder and Chair
        Fibrus Networks

      • Speaker

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        Matthew Hemmings
        Managing Director - Fibre & Network Delivery
        Openreach

      14:10 – 14:25 

      Visionary Keynote Speech

       
        14:10 – 14:25 

        Fireside Chat: How do UK regulators analyse competition and consolidation within TMT?

         

        Speakers

        Luisa Affuso, Chief Economist and Economics Group Director, Ofcom

        In this fireside chat, Ofcom will provide valuable insights into the methods and considerations employed by UK regulators to assess competition and consolidation within the TMT sector.

        • Speaker

          Luisa Affuso
          Chief Economist and Economics Group Director
          Ofcom

        14:25 – 15:05 

        Next Gen Wireless Infra Leaders – Determining the Next Phase of Growth

         

        Speakers

        Christian Hillabrant, CEO, Vantage Towers

        Steve Howden, EVP & CFO, IHS Towers

        Igor Leprince, Group CEO, Boldyn Networks 

        Vincent Cuvillier, CSO, Cellnex Telecom

        As the towers, connectivity and shared network infrastructure market develops, many operators are now looking at the next phase of growth, either via stepping into new service areas or building/acquiring new assets to compliment their core businesses and become more ESG compliant. Leaders from the sector look at where the opportunities are: 

        •    Which M&A transactions have taken place in connectivity infrastructure, what’s in the pipeline, and how supportive are capital markets for deals?
        •    Future towerco models and synergies - which business models are working, and where?
        •    Private networks – where are the opportunities for investment?
        •    Partnership models – strategies for working with MNOs or financial sponsors to build the next phase of connectivity 
        •    Power, ESG and optimising infrastructure management for 2024 and beyond
        •    Determining the next phase of growth across network solutions, fibre, small cell and DAS, 5G and edge computing

        • Speaker

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          Christian Hillabrant
          CEO
          Vantage Towers

        • Speaker

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          Steve Howden
          EVP & CFO
          IHS Towers

        • Speaker

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          Igor Leprince
          Group CEO
          Boldyn Networks

        • Speaker

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          Vincent Cuvillier
          CSO
          Cellnex Telecom

        14:25 – 15:05 

        UK Enterprise Fibre Leaders – how will the current environment impact growth and M&A opportunities? 

         

        Speakers

        Matthew Hare, CEO, Zzoomm

        Lee Myall, CEO, Neos Networks 

        Graeme Oxby, CEO, Community Fibre

        Paula Benoit, CFO, Glide

        Richard Jeffares, Founder and CEO, Vitrifi 

        This panel will dissect the current landscape for UK Enterprise Fibre leaders, examining the factors influencing growth trajectories and assessing the evolving M&A opportunities within the sector.

         

        • Analysing the prevailing conditions and competitive forces shaping the growth prospects for UK Enterprise Fibre leaders.
        • Regulatory Framework and Policy Implications: Understanding the impact of regulatory decisions on market dynamics and M&A opportunities in the fibre industry.
        • Exploring how substantial investments in infrastructure are driving growth potential and shaping M&A strategies.
        • Speaker

          Matthew Hare
          CEO
          Zzoomm

        • Speaker

          Lee

          Lee Myall
          CEO
          Neos Networks

        • Speaker

          Graeme Oxby

          Graeme Oxby
          CEO
          Community Fibre

        • Speaker

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          Paula Benoit
          CFO
          Glide

        • Speaker

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          Richard Jeffares
          Founder and CEO
          Vitrifi

        Option 1

        Financing TMT M&A – Examining the consequences of the rising cost of debt and capital constraints

         
        • Are rising costs being passed onto customers (particularly in the data center space)? When will we see this and when it arrives will this be navigated/what impacts will it have on the market? 
        • Cost of capital constraints mean sponsors need to be as strict as possible when it comes to capital deployment. How are sponsors balancing speed of deployment with discipline?
        • Senior debt financing continues to dominate (estimates of €30bn + in last 12-15 months) but will there also be a rise in ABS financings? How do we expect to see that balance play out? 
        • Are ABS financings catching on and where or in what instances and markets are we seeing them?
          Option 2

          European Fibre – Assessing the impact of downside risk and consolidation on M&A outlook 

           

          Speakers

          Ros Singleton, CEO, Spring Fibre

          Gulfraz Qayyum, Head of Communications Banking, Citi

          David Gilbey, VP Corporate Development and Strategy for Europe, Zayo

          Moana Tumahi, Director of Corporate Development, EuNetworks

          • Speaker

            Ros Singleton
            CEO
            Spring Fibre

          • Speaker

            David Gilbey
            VP Corporate Development and Strategy for Europe
            Zayo

          • Speaker

            Moana Tumahai
            Director of Corporate Development
            euNetworks

          • Speaker

            Gulfraz Qayyum
            Head of Communications Banking
            Citi

          Option 3

          Datacentres - Edge vs Hyperscalers: How fast is the market evolving towards Edge and where are the deal opportunities? 

           

          Speakers

          Will Innes, SVP, NTT Global Data Centers

          Nick Haslehurst, CFO, Vantage Data Centers

          Harro Beusker, CEO, nLighten

          Bill Davis, CIO, Pure Data Centres Group

          • Speaker

            Will Innes
            SVP Strategy & Corporate Development Global Data Centres
            NTT Global Data Centers

          • Speaker

            Nick Haslehurst
            CFO
            Vantage Data Centers

          • Speaker

            Harro Beusker
            CEO
            nLighten

          • Speaker

            Bill

            Bill Davis
            CIO
            Pure Data Centres Group

          Option 4

          Towers & Wireless Connectivity – Where are the opportunities in towers, small cell, in-building and smart cities connectivity?  

           

          Speakers

          Leticia Latino-Van Splunteren, President and CEO, Neptuno USA, Corp

          Juraj Šedivý, CEO, CETIN Group

          Emmanuel Leonard, CIO, TAWAL

          • Speaker

            Leticia Latino-Van Splunteren
            President and CEO
            Neptuno USA, Corp

          • Speaker

            Juraj Šedivý
            CEO
            CETIN Group - Member of PPF Group

          • Speaker

            Emmanuel Leonard
            CIO
            TAWAL

          Option 5

          ESG – Exploring green financing and how ESG demands can be met by funds and operators  

           

          Speakers

          Svein Atle Hagaseth, CEO, Green Mountain

          Jon Gravråk, CEO, Bulk Infrastructure

          Roxanna Plinsky, CGO, Start Campus

          Benoît Tanguy, Global Co-Head - TMT, SGCIB

          Accelerated action on sustainability calls for all hands on deck from all stakeholders operating in the ecosystem of data centres, which account for an estimated 1% of worldwide electricity use. Power sources and support choices are a key driver of DC location and design. But additionally, smarter location, housing and processing of data, green financing of deals, and how providers engage with their customers are all key ESG considerations. How can ESG demands be met by players in the space? 

          • Speaker

            Svein Atle Hagaseth
            CEO
            Green Mountain

          • Speaker

            Roxanna Plinsky
            CGO
            Start Campus

          • Speaker

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            Jon Gravråk
            CEO
            Bulk Infrastructure

          • Speaker

            Benoît Tanguy
            Global Co-Head - TMT
            SGCIB

          Option 6

          UCaaS, Cloud and Managed Services – Investing, Growing and Developing Models

           

          Speakers

          Andrew Belshaw, CEO, Gamma Communications

          Edward Lynch, Partner, Inflexion

          Thomas de Villeneuve, Partner and Head of Investment in Tech and Telecom, Seven2

          • What is the outlook for UCaaS, Cloud and Managed Services in 2024? 
          • How is UCaaS innovating business communication, and what opportunities does it present for investment?
          • In what ways can strategic investments in cloud services drive business growth and enhance operational flexibility?
          • What are the key strategies for developing and expanding managed service models?
          • Speaker

            Andrew Belshaw
            CEO
            Gamma Communications

          • Speaker

            Edward Lynch
            Partner
            Inflexion

          • Speaker

            Thomas de Villeneuve
            Partner and Head of Investment in Tech and Telecom
            Seven2

          16:25 – 16:35

          Changeover

           
            16:50 – 17:30

            Datacentre Leaders Panel – Assessing deal structures, new paths to growth & ESG 

             

            Moderator

            Michael Knott, Senior Partner Global TMT, Roland Berger

             

            Speakers

            Dharman Sury, Head of Datacenter Development – Europe, Brookfield

            Jan-Pieter Anten, Co-Managing Director of EMEA, Digital Realty

            Olivier Micheli, CEO, Data4 Group

            Chester Reid, CFO, Yondr Group

            • What impact are green initiatives having on datacentre investments and financings?

            • How are soaring valuations impacting the dealmaking process?

            • What impact is edge computing having on datacentre investments?

            • Speaker

              Dharman Sury
              Head of Datacenter Development – Europe
              Brookfield

            • Speaker

              Jan-Pieter Anten
              Co-Managing Director of EMEA
              Digital Realty

            • Speaker

              Olivier Micheli
              CEO
              Data4 Group

            • Speaker

              Chester Reid
              CFO
              Yondr Group