Agenda

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08:00 – 09:00

Networking Breakfast

 
    09:00 – 09:15

    Opening Visionary Keynote Speech

     

    Speaker

    James Henry, Senior Managing Director, Bank Street Group

    James Henry, Senior Managing Director at Bank Street Group, takes to the stage to open the second day of the TMT M&A Forum USA 2024 with a visionary keynote speech. 

    • Speaker

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      James Henry
      Senior Managing Director
      Bank Street Group

    09:15 – 09:55

    FTTH Leaders: Bridging the Digital Divide, Building Sustainable Business Models and Managing the Regulatory Framework

     

    Speakers

    Garrett Baker, Global Co-Head of Telecom & Digital Infrastructure, Lazard 

    Ron Beerman, CNO, Altafiber

    Jack Waters, CEO, Intrepid Fiber 

    Brad Moline, President and CEO, ALLO Communications

    • Speaker

      Ron Beerman

      Ron Beerman
      CNO
      Altafiber

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      Brad Moline
      President and CEO
      ALLO Communications

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      Garrett Baker

      Garrett Baker
      Global Co-Head of Telecom & Digital Infrastructure
      Lazard

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      Jack Waters
      CEO
      Intrepid Fiber

    09:55 – 10:10

    Visionary Keynote Speech - Unveiling the Broadband Market's Private-Public Valuation Disparities & Navigating Current M&A Environment

     

    Speaker

    Jeff Johnston, Lead Economist, CoBank 

    During this session we'll review the factors contributing to the recent contraction in private company valuations and explore how the market could evolve. We will also breakdown why private operators enjoy a persistent valuation premium over their publicly traded counterparts. And lastly, despite some softness in the M&A market learn why deal activity remains very competitive, buoyed by sustained interest from investors and strategic buyers.

    Jeff Johnston is lead digital infrastructure economist in CoBank’s Knowledge Exchange research division. He focuses on emerging technologies, business models, valuations, and M&A within the digital infrastructure market,  providing strategic guidance to both internal and external stakeholders.

    Prior to joining CoBank in 2018, Mr. Johnston was an equity analyst covering the tech, media and telecom sectors. He has also held various senior management positions in the telecommunications industry. Mr. Johnston earned his bachelor’s degree in business administration, accounting and finance from York University and he is also a CFA (Chartered Financial Analyst®) charterholder.

    • Speaker

      Jeff CoBank - Headshot

      Jeff Johnston
      Lead Economist
      CoBank

    10:10 – 10:50

    DC Leaders Panel: Strategies for Harnessing AI in Data Center Infrastructure Transformation and Investment Growth

     

    Moderator

    Gordon Bell, Principal, Strategy and Transactions, EY-Parthenon

     

    Speakers

    Keith Taylor, EVP & CFO, Equinix

    Madonna Park, CFO, Switch

    Anubhav Raj, CFO, Aligned

    Fran Federman, EVP and CIO, CyrusOne

    Jason Carolan, CIO, Flexential

    Leading DC operators delve into the challenges and opportunities inherent in the AI boom, with a focus on cooling and power solutions, GPU integration, and adapting to IoT-facilitated dispersion of data sources. Discussions center on navigating these challenges through innovative design and strategic planning, enabling companies to support increased reliance on AI while setting new standards for resilience and sustainability in the digital infrastructure landscape. 

    • Chair

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      Gordon Bell
      Principal, Strategy and Transactions
      EY-Parthenon

    • Speaker

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      Madonna Park
      CFO
      Switch

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      Anubhav Raj
      CFO
      Aligned

    • Speaker

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      Fran Federman
      EVP and Chief Investment Officer
      CyrusOne

    • Speaker

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      Jason Carolan
      Chief Innovation Officer
      Flexential

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      Keith Taylor
      EVP & CFO
      Equinix

    • Speaker

      GB

      Gordon Bell
      Principal, Strategy and Transactions
      EY-Parthenon

    11:20 – 13:20

    Leadership Panels

     
      11:20 – 13:20

      Pathfinders Stream

       
        11:20 – 12:00

        Access to Capital – Exploring Evolving LP Strategies Within Digital Infrastructure

         

        Moderator 

        Talya Misiri, Senior Reporter, TMT Finance

         

        Speakers 

        Speakers to be announced soon

        • What are the opportunities and challenges of LPs directly investing into projects? 
        • Examining whether this trend is set to continue and under which verticals it will be most prevalent 
        • Analyzing recent case studies of the evolving strategies LP are deploying
        • Deep dive into LP vs GP led deals and alternative investment vehicles 
        • Chair

          TM

          Talya Misiri
          Senior Reporter
          TMT Finance

        11:20 – 12:00

        Examining the Expansion of the Open Access Model in US

         

        Speakers

        Ben Bawtree-Jobson, CEO, SiFi Networks

        Bob Thompson, Founder and CEO, Underline

        Roger Timmerman, CEO, UTOPIA Fiber 

        • To what extent does the open access model enable faster returns on fiber investments? 
        • Examining sustainable wholesale pricing strategies and business models 
        • Understanding the architecture behind an open-access network 
        • How likely are major US telecom players to venture into open-access? 
        • How has AT&T’s JV, Gigapower, drawn more attention to the open access broadband model and changed competition dynamics amongst open-access incumbents?
        • Speaker

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          Ben Bawtree-Jobson
          CEO
          SiFi Networks

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          Bob Thompson
          Founder and CEO
          Underline

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          Roger Timmerman
          CEO
          UTOPIA Fiber

        12:00 – 12:20

        Visionary Fireside Chat - Investing to Optimize a Market Disruption

         

        Speaker

        Michael Weening, President & CEO, Calix

        • Speaker

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          Michael Weening
          President & CEO
          Calix

        12:20 – 13:00

        Digital Infrastructure M&A – Assessing What’s Next for Transactions

         

        Moderator

        Todd Holder, Managing Director, Global Head of Infrastructure M&A, TD Securities

         

        Speakers

        Fernando Carvalho, Director, AlixPartners 

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          Todd Holder
          Managing Director, Global Head of Infrastructure M&
          TD Securities

        • Speaker

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          Fernando Carvalho
          Director
          AlixPartners

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          Todd Holder
          Managing Director, Global Head of Infrastructure M&
          TD Securities

        12:20 – 13:00

        Edge & Hyperscalers – What is Impacting Investment?

         

        Speakers 

        Raul Martynek, CEO, DataBank

        Amit V. Singh, Global GTM and Use Case Leader, Gen-AI and ML, AWS

        Bryan Smith, CEO, Expedient 

        Scott Willis, CEO, DartPoints 

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          Raul Martynek
          CEO
          DataBank

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          Bryan Smith
          CEO
          Expedient

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          scott Willis

          Scott Willis
          CEO
          DartPoints

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          Amit V. Singh
          Global GTM and Use Case Leader, Gen-AI and ML
          AWS

        13:00 – 14:00

        Networking Lunch

         
          14:00 – 15:20

          Leadership Panels

           
            14:00 – 14:40

            Telecom Growth Opportunities – What is the Future of US Telcos?

             

            Speakers
            Jonathan Lanken, VP - M&A, Cox Communications 

            • Speaker

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              Jonathan Lanken
              VP - M&A
              Cox Communications

            14:00 – 14:40

            Opportunities In Connectivity: Towers, Small Cells, DAS and In-Building Technologies

             

            Speakers

            Leticia Latino-Van Splunteren CEO, Neptuno USA, Corp

            Matt Newton, CEO, Everest Infrastructure Partners

            Ed Farscht, CEO, Diamond Communications 

            • How is investment appetite for small cells changing? Where are the opportunities? 
            • 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?
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              Leticia Latino-Van Splunteren
              CEO
              Neptuno USA, Corp

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              Ed Farscht
              CEO
              Diamond Communications

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              Matt Newton
              CEO
              Everest Infrastructure Partners

            14:40 – 15:20

            Value Creation in Digital Infrastructure – How to Create Value Throughout the Dealmaking Process

             

            Speakers

            Nirav Shah, Partner, EQT Partners 

            • To what extent should dealmakers investigate value creation pre-deal and come up with actionable plan, and to what extent are these plans successful?
            • Examining Case studies: What have we seen in the market recently that worked well, and what didn’t work?
            • Analysing revenue growth, costs, and valuations ahead of 2025
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              Nirav Shah
              Partner
              EQT Partners

            14:40 – 15:20

            LatAm & Emerging Markets Digital Infrastructure – Assessing Cross Border Deal Opportunities

             

            Speakers

            William Griffiths, Senior Vice President Finance, Ada Infrastructure 

            Chahram Zolfaghari, CEO, Brazil Tower Company 

            Diego O. Mahecha, SVP, Head of Corporate Development, Cirion Technologies

            • Where will the next wave of dealmaking and investment opportunities be in Latin American digital infra?  
            • How are new entrants differentiating in an increasingly competitive region?   
            • Which subsectors and specific markets offer most opportunity and ROI?  
            • What are the challenges and regulatory headwinds of transacting in the region and how are buyers and sellers navigating them?   
            • Speaker

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              William Griffiths
              Senior Vice President Finance
              Ada Infrastructure

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              US

              Chahram Zolfaghari
              CEO
              Brazil Tower Company

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              Diego O. Mahecha
              SVP, Head of Corporate Development
              Cirion Technologies

            15:25 – 16:05

            Leaders Roundup – Lessons Learned and Opportunities for 2025 and Beyond

             

            Speakers 

            Speakers to be announced soon