Agenda

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08:55 - 09:00

TMT Finance Welcome Address

 

Speaker

Ben Nice, CCO, TMT Finance

  • Speaker

    BN

    Ben Nice
    Chief Content Officer
    TMT Finance

09:00 – 09:10

TMT Finance Editorial View – Transactions Outlook for 2025

 

Speaker

Stephanie Harris, EMEA Editor, TMT Finance 

  • Speaker

    sh

    Stephanie Harris
    EMEA Editor
    TMT Finance

09:25 – 10:05

TMT Leaders: Assessing Growth Horizons, Deal Structures and Investment Strategies

 

Moderator

Tom Levine, Partner, A&O Shearman

 

Speakers

Keri Gilder, CEO, Colt

Leaders across the TMT space will discuss how operators and investors have adjusted to the lack of capital available, who will be the winners and losers under the current macro environment, innovative financing vehicles to fuel growth, the shakeout in EMEA datacentres and UK fibre, and an everchanging regulatory landscape across digital infrastructure.  

  • Chair

    TL

    Tom Levine
    Partner
    A&O Shearman

  • Speaker

    Keri Gilder

    Keri Gilder
    CEO
    Colt

  • Speaker

    JR

    Jim Ryan
    SVP & CSO
    Liberty Global, Inc

10:05 – 10:20

Visionary Keynote Speech - AlixPartners

 

Speaker

AlixPartners

    10:50 – 11:30

    Digital Infrastructure M&A: Navigating Headwinds & Examining Transaction Volumes in 2025

     

    Moderator

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

     

    Speakers 

    Jim Ryan, SVP & CSO, Liberty Global

    Jennifer Smith, CFO, Zayo Europe

    Oliver Bradley, Senior Managing Director, 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, subsector opportunities and evolving deal structures. 

    • Chair

      Anne Chitan

      Anne Chitan
      Global Co-Head of Communications, Partner
      CMS

    • Speaker

      Anne Chitan

      Anne Chitan
      Global Co-Head of Communications, Partner
      CMS

    • Speaker

      JR

      Jim Ryan
      SVP & CSO
      Liberty Global, Inc

    • Speaker

      JS

      Jennifer Smith
      CFO
      Zayo Europe

    • Speaker

      ob

      Oliver Bradley
      Senior Managing Director, Digital Infra Investing
      Macquarie Capital

    11:30 – 11:45

    Visionary Fireside Chat - Vitrifi

     

    Speaker 

    Richard Jeffares, Founder and CEO, Vitrifi 

    • Speaker

      RJ

      Richard Jeffares
      Founder and CEO
      Vitrifi

    11:45 – 12:25

    Datacentre Leaders: Investment Growth, Access to Capital, and Navigating the AI Era

     

    Moderator 

    Ulrich Loewer, Partner, EY-Parthenon

     

    Speakers

    Dame Dawn Childs, CEO, Pure Data Centres Group

    Chester Reid, CFO, Yondr Group

    Claire Vandromme, CFO, Data4 Group

    Nick Haslehurst, EMEA CFO, Vantage Data Centers 

    Leaders from datacentre investment and operators highlight the implications that valuation mismatches are having on dealmaking processes, the influence AI has had on investment growth, the increasing importance of sustainability and strategic positioning initiatives for investment and M&A. 

    • Chair

      ul

      Ulrich Loewer
      Partner
      EY-Parthenon

    • Speaker

      DC

      Dame Dawn Childs
      CEO
      Pure Data Centres Group

    • Speaker

      cr

      Chester Reid
      CFO
      Yondr Group

    • Speaker

      cv

      Claire Vandromme
      CFO
      Data4 Group

    • Speaker

      nh

      Nick Haslehurst
      EMEA CFO
      Vantage Data Centers

    • Speaker

      ul

      Ulrich Loewer
      Partner
      EY-Parthenon

    12:25 – 12:40

    Visionary Keynote Speech - Powering the Future: Mastering the Dynamics Between Energy and Digital Infrastructure

     

    Speaker

    Jan Weismüller, Global Head of Infrastructure and Transportation Finance, LBBW 

    • Speaker

      JW

      Jan Weismüller
      Global Head of Infrastructure and Transportation Finance
      LBBW

    13:40 – 14:20

    France Fibre Leaders: What is the Investment & M&A Landscape in the Final Phase of Deployment?

     

    Speakers

    Zeynep Lucchini Gilera, Investment Director, Infravia Capital Partners

    Lionel Recorbet, CEO, XP Fibre

    France is set to register the fastest CAGR over the next decade and is considered the safest for investment in European fibre. Speakers will highlight the continued robust investment activity, strategic M&A and divestments, and favorable regulatory environment.  

    • Speaker

      zg

      Zeynep Lucchini Gilera
      Investment Director
      InfraVia

    • Speaker

      lr

      Lionel Recorbet
      CEO
      XP Fibre

    13:40 – 14:20

    What is the Next Phase of Growth Across Connectivity?

     

    Speakers

    Neil McRae, Chief Network Strategist, Juniper Networks 

    Lee Myall, CEO, Neos Networks

    Martin Lippert, Group CEO, GlobalConnect 

    Wireless connectivity operators and investors will determine the next phase of growth across fibre, towers, DCs, network solutions, smart cities, small cells, 5G, DAS, and edge computing. How will RAN-Sharing develop throughout 2025 and who will lead this? 

    • Speaker

      nm

      Neil McRae
      Chief Network Strategist
      Juniper Networks

    • Speaker

      Lee

      Lee Myall
      CEO
      Neos Networks

    • Speaker

      ML

      Martin Lippert
      Group CEO
      GlobalConnect

    Option 1

    Financing TMT: Navigating the Cost of Debt, Mismatched Valuations & Capital Constraints

     

    Speakers 

    Jennifer Smith, CFO, Zayo Europe

    TMT financing pathfinders will address the repercussions of the cost of debt and capital constraints, exploring whether these increased costs will be passed on to customers, examining the impacts on the market, and assessing how sponsors are striking a balance between the speed of capital deployment and financial discipline. 

    • Speaker

      JS

      Jennifer Smith
      CFO
      Zayo Europe

    14:20 – 15:00

    Germany Fibre Leaders: Examining the Buildout, Customer Acquistion & How Capital Availability Has Impacted Growth

     

    Moderator

    Sören Grabowski, Partner, EY-Parthenon

     

    Speakers

    Gerhard Mack, Chairman of the Board, metrofibre

    Andrea Kraus, CCO and Board Member, Eurofiber

    Government support has led to a significant amount of FTTH build in Germany since 2022. However many operators have started to have difficulties with customer take up, with altnets being forced to scale back their build plans and focus capital on customer acquisition. How is the market set to shake out in 2025? Panelists will also discuss the expansion of the open access model in Germany to increase nationwide fibre expansion.  

    • Chair

      sg

      Sören Grabowski
      Partner
      EY-Parthenon

    • Speaker

      gm

      Gerhard Mack
      Chairman of the Board
      metrofibre

    • Speaker

      Andrea Kraus

      Andrea Kraus
      CCO and Board Member
      Eurofiber

    • Speaker

      sg

      Sören Grabowski
      Partner
      EY-Parthenon

    14:20 – 15:00

    Exploring the Utilisation of Alternative Financing Structures To Fuel Growth

     

    Speakers

    Thibault Sauvage, Senior Director, Infrastructure Financing, CDPQ 

    Natalia Tsitoura, Partner, Capital Solutions, Apollo

    2024 saw alternative financing structures being introduced into the EMEA datacenter space, including the first ABS, several YieldCos and an expansion of JVs with relationships between both investors and hyperscalers developing for operators. In what cases are these structures being implemented, what factors are behind their introductions, and what challenges and opportunities do they create? 

    • Speaker

      TS

      Thibault Sauvage
      Senior Director, Infrastructure Financing
      CDPQ

    • Speaker

      nt

      Natalia Tsitoura
      Partner, Capital Solutions
      Apollo

    Option 2

    Satellites - The Next Digital Infrastructure Frontier?

     

    Speakers

    Jean-Hubert Lenotte, CSO, Eutelsat

    Martijn Blanken, CEO, Neo Space Group (NSG) 

    Satellite development has been steadily increasing over the last decade. Satellite R&D is expansive, Direct to Device (D2D) continues to develop as an area of interest for telcos, strategic investment is growing and 2024 saw the acquisition of Intelsat by SES. Will satellites become the next frontier for digital infrastructure investment? 

    • Speaker

      JHL

      Jean-Hubert Lenotte
      CSO
      Eutelsat

    • Speaker

      MB

      Martijn Blanken
      CEO
      Neo Space Group (NSG)

    15:00 – 15:40

    Spain Fibre Leaders: Post-Buildout Market Dynamics, M&A, and What Can Be Learnt from Overbuild?

     

    Speakers

    Victor Pons Mesman, CFO, Lyntia Networks

    Jose Antonio Vazquez Blanco, CEO, Onivia

    The fibre buildout in Spain has exploded over the last decade because of the low costs and government support. With the market now fully built out, how will dynamics between the incumbents and the altnets develop? How will the Orange-MASMOVIL merger change competition in the country? What can UK players learn from the development of the Spanish market?

    • Speaker

      vp

      Victor Pons Mesman
      CFO
      Lyntia Networks

    • Speaker

      JA

      Jose Antonio Vazquez Blanco
      CEO
      Onivia

    15:00 – 15:40

    Edge Vs Hyperscalers: Where are the Investment & Deal Opportunities?

     

    Moderator 

    Charles Murray, Partner, Analysys Mason

     

    Speakers

    Tesh Durvasula, CEO, AtlasEdge

     

    Those at the forefront of the Edge DC and hyperscaler market analyse growth opportunities, the evolution of the sector, and the key trends in the market for 2025. 

    • Chair

      CM

      Charles Murray
      Partner
      Analysys Mason

    • Speaker

      TD

      Tesh Durvasula
      CEO
      AtlasEdge

    • Speaker

      CM

      Charles Murray
      Partner
      Analysys Mason

    Option 3

    What Impact is AI Having on Value & Growth in Enterprise Cloud & Managed Services?

     

    Speakers

    Daan De Wever, Group CEO, Dstny

    Andrew Belshaw, CEO, Gamma Communications

    Leaders from across enterprise cloud will assess the impact that AI is having on value and growth and strategies for building and growing platforms. 

    • Speaker

      DDW

      Daan De Wever
      Group CEO
      Dstny

    • Speaker

      ab

      Andrew Belshaw
      CEO
      Gamma Communications

    16:10 – 16:50

    Shaping the Future - Leveraging Efforts of Multiple Stakeholders in the Energy and Digital Transformation

     

    Moderator

    Christian Felix Munz, Global Sector Coverage Infrastructure Funds, LBBW

     

    Speakers

    Thomas Jürgenschellert, Strategic Management and Sustainable Corporate Governance Lecturer, Steinbeis Hochschule

    As AI applications drive evolving workload demands, there's a critical assessment of the impact on data center infrastructure. Speakers will focus on the capture and transmission of energy, the imperative for sustainable power generation and consumption and exploring the pressing need for scalable and efficient infrastructure to accommodate AI-driven workloads. 

    • Chair

      CFM

      Christian Felix Munz
      Global Sector Coverage Infrastructure Funds
      LBBW

    • Speaker

      CFM

      Christian Felix Munz
      Global Sector Coverage Infrastructure Funds
      LBBW

    • Speaker

      TJ

      Thomas Jürgenschellert
      Strategic Management and Sustainable Corporate Governance Lecturer
      Steinbeis Hochschule

    16:50 – 17:30

    UK Fibre Leaders: Is the Next Wave of M&A Finally Here?

     

    Moderator 

    Richard Morgan, Partner, Analysys Mason

     

    Speakers

    Jeremy Chelot, CEO, Netomnia

    Greg Mesch, CEO, CityFibre

    Richard Allwood, CSTO, Openreach

    With a number of strategic and distressed consolidations having taken place in 2024, and new players emerging into the market, such as the VMO2 NetCo, how will the next wave of M&A play out in 2025? What can investors and altnets learn from the current environment as they look towards the next phase of growth across UK fibre?  

    • Chair

      Richard Morgan, Partner, Analysys Mason

      Richard Morgan
      Partner
      Analysys Mason

    • Speaker

      jc

      Jeremy Chelot
      CEO
      Netomnia

    • Speaker

      GM

      Greg Mesch
      CEO
      CityFibre

    • Speaker

      ra

      Richard Allwood
      CSTO
      Openreach

    • Speaker

      Richard Morgan, Partner, Analysys Mason

      Richard Morgan
      Partner
      Analysys Mason

    17:30 - 20:00

    Networking Drinks