Programme
What next for Telecom growth?
Thursday
19th January 2012
Registration and networking breakfast - Sponsored by Linklaters LLP
Official opening
Ben Bschor, Editor, TelecomFinance
Keynote address - Richard J. Hunter, Group Managing Director, Fitch Ratings
M&A Panel
- Divestment - how deep and who will buy?
- Executing cross border M&A during financial & geopolitical turmoil
- Will regulators allow M&A to counter looming spectrum crunch?
- Will 2012 bring transaction oppurtunities closer to home?
Moderator:
Iain Fenn, Partner, Linklaters
Speakers:
Robin Jowitt, Leader, Global Telecoms Transaction Advisory Services, Ernst & Young
Christian Lesueur, MD, Head of EMEA Telecoms & Media, UBS
Herve Malaussena,
Managing Director; Moelis & Company
Karim Nasr, former Chief Financing Officer, Weather Investments
Special Presentation:
Speaker:
Martin Schwedler,
CEO Raiffeisen Investment Russia
Networking Break
Telecom Infrastructure - treasured asset or bottomless pit:
- What is driving infrastructure deals, and in which markets?
- Do spectrum and licence costs force operators to reconsider operation/value proposition?
- Does infrastructure separation release value or weaken long term value?
- Which assets can be shared without compromising competition? How many wholesalers is enough? Should infrastructure be a national monopoly/duopoly?
- Which funding and regulatory model will best enable universal coverage?
Moderator:
Andrew Doyle, Development Director: Technology & Communications Consulting at Mott MacDonald
Speakers:
IP Hong,
Vice President Telecom Systems Business, Samsung Electronics
Philipp Meier-Scherling, MD, Telecoms, Deutsche Bank,
Amit Nagpal, Consultant, Aetha Consulting
Terry Rhodes, co-founder, Eaton Towers
Gareth Williams, CEO, Interoute
Lunch host address.
Speaker: Trevor Brignall, Business Development & Strategy, SNR Denton.
Lunch. Sponsored by SNR Denton
The changing face of TMT
- How has the telco model emerged globally?
- Is it too late for telcos to transform into true TMT players?
- Convergence - an operator or market-led strategy
- Are content players and telcos symbiotic
Moderator:
Darragh Stokes, Managing Partner, Hardiman Telecommunications
Speakers:
Laurence Daniel, SVP, Telecoms, Strategy & Development, Vivendi,
Viktor Kovacs,
co-founder and Chief Commercial Officer, CE On-Demand,
Nicolas Saillez, M&A Director Belgacom,
Robert Wallin, Executive Director, Customer Financing Solutions Dept, Huawei,
Networking break
The global view:
- Is overseas investment growth still worthwhile?
- What degree of FDI is right?
- Ideal business models for the last low penetration, challenging markets.
- Impact of Arab Spring and European economic crisis.
Moderator:
Glenn Gerstell,
Head of Global Communications Practice, Milbank, Tweed, Hadley & McCloy LLP
Speakers:
Lynne Dorward, President, LADCOMM Corporation
Altaf Ladak, COO, Roshan
Arne-Kjetil Lian,
Senior Vice President, Group Strategy & Portfolio Development, Telenor
Nina Triantis,
Managing Director, Global Head of Telecoms and Media, Standard Bank,
Close of Day One
Networking reception
Annual Awards ceremony and Dinner
Welcome:
Steven Brown, Finance Director PA Group
After Dinner Speaker:
Dominic Holland, Comedian & Scriptwriter
Friday
20th January 2012
Registration and networking breakfast seminar- Sponsored by Ernst & Young
The network proposition:
- How important is the network anyway; As a value proposition or as a differentiator?
- Is the Netco/Servco split back on the agenda? - Who is the logical owner of the physical network in the future: An integrated operator, a wholesale business, centrally funded, OEM/managed service providers or not for profit organisation.
- Where might operators deploy their cash generated from outsourcing the network? - The Operating company as owner and developer of content and applications
Speaker:
Rhys Phillip, Partner, Global Telecommunications Transactions, Ernst & Young
Opening remarks
Ben Bschor, Editor, TelecomFinance
Redefining strategy for a time of transition
- Against the backdrop of regulatory, investment and revenue pressures, how can telcos ensure continued growth.
- Which players will not only survive, but succeed? And ca they do it on their own?
- In an ideal world, what would future business models look like?
Moderator:
Claire Landon, Conference Editor, TelecomFinance
Speakers:
Gabriele Cipparrone, Telecoms and Technology Partner, Apax Partners
Emre Gurkan, Chief Strategy & Synergy Officer, Oger Telecom
Mustafa Kiral,
President M&A, Altimo
Boris Nemsic,
Member of the Executive Partners Group, Delta Partners
Special Presentation:
Offloading Assets: Vendors as Network Owners
Speaker:
Michael Dargue,
Principal CSMG
Networking break
Regulating a converging sector
- Does convergence encourage or hinder competition?
- Is it worth sacrificing competition for greater communications coverage?
- How can global technology companies be regulated in domestic markets?
- To what extent do fixed and mobile networks compete?
Moderator:
Jan Willem van den Bos, Head of Telecoms, UK, SNR Denton,
Speakers:
Michael Bryan-Brown, Senior Corporate Counsel & Director Regulation, Liberty Global,
Grant Forsyth,
Head of Regulatory Policy, NGN British Sky Broadcasting
Regina La Croix, Regulatory Consultant,
David Stewart,
Competition Policy Director, Ofcom,
Torsten Thiele, Head of Telecoms Project Finance, Investec Bank
Q&A with Zarif Imam Head of Financial Markets, Iceberg Capital
Interviewer:
Ben Bschor
Lunch
Finance Panel:
- Why would anyone still want to invest in the sector?
- Where will main funding sources come from?
- What are the above effects on operators' business models?
- What are operators doing to ensure access to capital?
- What are regional differences?
Moderator:
Stefan Verhoeven, Managing Director Telecom, Media and Technology Finance EMEA, ING Commercial Banking
Speakers:
Ken Ducatel, Head of Unit, Digital Agenda: Policy Coordination, European Commission
Izzet Guney,
Senior Advisor - ICT, EBRD
Karim Nasr, Founder Digital World Capital LLP
Sophie Rey, Head of Project Finance, Alcatel-Lucent
Closing remarks
Close of TelecomFinance 2012 Conference
Note: We reserve the right to alter the advertised programme and/or speakers.




