TMT WORLD CONGRESS 2024
M&A and Financing in Digital Infra, Telecoms, Cloud and Software
January 31-February 1, 2024 | etc.venues, 133 Houndsditch, London
Tom Simpson, EMEA Editor, TMT Finance
Moderated by Ulrich Loewer, Partner, EY-Parthenon
Matt Evans, Head of Europe, DigitalBridge
Tim Roberts, Partner and Managing Director, AlixPartners
Moderated by Tom Levine, Partner, Allen & Overy
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
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.
Moderated by Anne Chitan, Global Co-Head of Communications & Partner, CMS
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?
Moderated by Charles Murray, Partner, Analysys Mason
Nathan Marke, COO, Giacom
Daan De Wever, Group CEO, Dstny
Russell Horton, CEO, Fluid One
Matthew Parker, CEO, Babble
Richard Jeffares, Founder and CEO, Vitrifi
Moderated by Tim Roberts, Partner and Managing Director, AlixPartners
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.
Moderated by Kemal Hawa, Shareholder, Greenberg Traurig
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:
Moderated by Oliver Loveless, Manager, Analysys Mason
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
Luisa Affuso, Chief Economist and Economics Group Director, Ofcom
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
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.
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
Will Innes, SVP, NTT Global Data Centers
Nick Haslehurst, CFO, Vantage Data Centers
Harro Beusker, CEO, nLighten
Bill Davis, CIO, Pure Data Centres Group
Leticia Latino-Van Splunteren, President and CEO, Neptuno USA, Corp
Juraj Šedivý, CEO, CETIN Group
Emmanuel Leonard, CIO, TAWAL
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?
Andrew Belshaw, CEO, Gamma Communications
Edward Lynch, Partner, Inflexion
Thomas de Villeneuve, Partner and Head of Investment in Tech and Telecom, Seven2
Michael Knott, Senior Partner Global TMT, Roland Berger
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?