30th-31st JANUARY 2013 HILTON LONDON TOWER BRIDGE HOTEL HOSTED BY: SPONSORED BY: 1 TELECOMFINANCE WOULD LIKE TO EXTEND A 6 Programme WARM WELCOME TO ALL DELEGATES, SPEAKERS AND SPONSORS ATTENDING OUR EIGHTH ANNUAL 8 Awards Shortlist TELECOMFINANCE CONFERENCE IN LONDON 9 Sponsors We’d like to welcome all of our Bright spots in the sector include cable, delegates, speakers and sponsors to which already boasts FTTH, towercos, the TelecomFinance 2013 Conference, whose innovative business model has two days of networking, learning proven to be both efficient and financially 13 Speakers and debating with peers in the global beneficial, and data centres, thanks to telecoms and technology industry. revenues that increase in tandem with data traffic. 2012 was another tough year, marked however by a necessary admission by We are looking forward to hearing telecoms operators that soaring debt different views from you all on how the levels and continued falling revenue telecoms operator of the future will look. required tough decisions like selling hard Will it compete on the basis of brand won assets, overhauling infrastructure- rather than network, or will investors focused business models and partnering demand a safer utility approach? with rivals. Enjoy the conference. This year, European operators especially will try to convince regulators to favour vital investment in new networks over competition, and perhaps consider radical moves such as shared international and intra-national networks – spurring smaller players to warn of a return to the Claire Landon Ben Bschor monopoly model. Editor, Conference Editor, TelecomFinance TelecomFinance 2 3 supporters media partners supporters media partners interests of over 100 pro-competitive telecoms Unlike any other service of its kind, mergermarket operators including leading alternative fixed specializes in providing forward-looking origination broadband and triple-play providers, pan- and deal flow opportunities integrated with a European business service providers and comprehensive deals database – resulting in real challenger mobile operators. 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Spanning more than 220 http://www.gsma.com countries, the GSMA unites nearly 800 of the world’s mobile operators with more than 230 social media partner TelcoProfessionals.com includes area specific Microsites with their own daily newsfeeds and content, a full Telecom & Media events listing, blogs, informal video’s of the people shaping the industry’s future, and forums. The site allows you to network directly with like-minded professionals TelcoProfessionals is an interactive, content rich, from over 191 countries. We have more than 14000 blog- and video-centric online community and members. business exchange developed exclusively for the Telecom and Media industry. We are dedicated to To enhance your professional profile and network for future business opportunities, or to visit our individuals working in the industry globally, as a jobs portal, join us today on: place they can find and help each other get ahead. www.telcoprofessionals.com. 4 5 wednesday thursday 30th January 2013 31st January 2013 08:00 - 09:00 Registration and Networking Breakfast Management Limited 08:00 - 09:00 BREAKFAST SEMINAR led by David 12:15 - 12:45 SPECIAL PRESENTATION by Nick David Stewart, Competition Policy Director, Tanner, Director of Technology & Strategy, Elverston, Head of TMT, Herbert Smith 09:00 - 09:10 Official opening Ofcom Technology & Communications Consulting Freehills: Ben Bschor, Editor, TelecomFinance Nina Triantis, Global Head of Telecoms & Practice, Mott MacDonald ‘Telecoms in a troubled world’ 09:10 - 09:30 Keynote address Media at Standard Bank Smart phones and dumb pipes – what does 12:45 - 13:00 Q&A with Douglas Loewe, Managing Richard Hunter, Group MD, Fitch Ratings the future look like for European operators? 13:10 - 14:15 Lunch, sponsored by SNR Denton Director, Interxion “The role of data 09:30 - 10:40 M&A: Show me the money centres in the digital economy” 14:15 - 14:45 Q&A with Amit Nagpal, Partner, Aetha Where are transactions to be found in 2013? 09:00 - 09:15 Opening remarks Consulting. “The trials and tribulations 13:00 - 13:30 Fireside Chat: Innovations in Telecoms Comprising advisers and executives, this Ben Bschor, Editor, TelecomFinance of LTE auctions – but what can we panel will look at the changing face of M&A learn?”. Interviewer Ben Bschor, Editor, 09:15 - 10:15 Partnerships as an alternative to M&A in light of challenging economic and industry Telcos, payment processors, technology TelecomFinance Telcos are increasingly inking domestic, conditions. enablers and banks are all trying to get regional and global partnerships in order to 14:45 - 15:15 SPECIAL PRESENTATION by Liana Dinghile, in on the action – who will prevail, or will reduce costs. Does this signal an end to big MODERATOR: Natasha Good, Partner, Group Strategy Director EMEA, Siegel+Gale they work together to create a seamless dealmaking, or pave the way for larger deals Freshfields Bruckhaus Deringer ‘Simple is Smart’ ecosystem? once conditions improve? Is there a role for Speakers: 15:15 - 15:30 Networking Break advisers? Roland Haidner, Head of M&A, Telekom Speakers: Austria Michael Rolphe, Director, Anthemis Group 15:30 - 16:30 The investors’ view MODERATOR: Claire Landon, TelecomFinance Philipp Meier-Scherling, Head of Telecoms – Kevin Harrington, Managing Director, Gx Is the telecom sector still a safe haven? Conference Editor EMEA, Deutsche Bank What can companies do to become more 13:30 - 15:30 Closing remarks & lunch Andrea Salvato, Head of M&A, Liberty Global attractive? Speakers: Michele Piergiovanni, European Commission Daniel Ritz, Chief Strategy Officer, Etisalat TMT M&A Case Manager MODERATOR: Andrew Doyle, Director, Kadir Boysan, Chief Strategy Officer, Turk Technology & Communications Consulting, Telekom Group, Avea Mott MacDonald 10:40 Networking Break Romeo Ganescu, Group Director of Products Speakers: and Partnerships, Vimpelcom 11.15 - 12:15 Is fixed-line now king? Karim Nasr, CEO, Digital World Capital LLP Viktor Kovacs, Founder and Chief Commercial If even the newest, shiniest 4G networks Gabriele Cipparrone, Partner, Tech & Officer, Neostratus are unable to handle skyrocketing demand Telecoms, Apax Partners for data, what does this mean for mobile- Robin Bienenstock, Senior Analyst, 10:15 - 10:45 SPECIAL PRESENTATION by Jeff Eldredge, only players? How can fixed-line ensure its European Telecoms, Sanford C Bernstein Partner, Vinson & Elkins: dominance? ‘From managed services to sale-and- 16:30 - 17:30 Finance panel leaseback – which tower transaction structure Falling margins, an opening and closing Speakers is best?’ debt window, and unsustainable debt levels Nuno Machado, Managing Director, Media & are driving an unprecedented reshuffle in Communications, Morgan Stanley telecoms, while rules governing the financial 10:45 - 11:10 Networking break Daniel Gurrola, Group Strategy and Business services sector are tightening.