PRE-EVENT: Monday 30 January 2017
7:00pm - 9:00pm
BEER AND BARBECUE EVENING
sponsored by CHARTER COMMUNICATIONS
The renowned Metro Connect Beer and Barbecue evening is the first opportunity to meet old friends and connect with potential new business partners in a relaxed and informal atmosphere.
DAY ONE: Tuesday 31 January 2017
8:15am - 9.20am
REGISTRATION AND NETWORKING BREAKFAST
Sponsored by ZAYO
9:20am - 9:30am
Andrew Lipman, Partner, MORGAN, LEWIS & BOCKIUS
9:30am - 10:00am
GETTING 'ER RIGHT: EQUITY VALUE CREATION
The tech boom of the late 1990s led to the telecom meltdown of the early 2000s. In its aftermath, fiber focused Zayo was launched. Now 10 years past startup, Zayo has been recognized as the most successful company born in 2007. The secret to Zayos success? A relentless focus on equity value creation, which is driven down to every organization and every employee in the business.
Dan Caruso, Chairman and CEO, ZAYO GROUP
10:00am - 11:00am
CEO INTERVIEWS: STEPS TO CREATING TOMORROW'S METRO MARKET
Revenue opportunities in VAS:
What are the next steps to effectively monetizing the network?
How are the changes in backhaul and network densification affecting current metro providers?
What are metro players strategies towards partnering and integration of edge data centers and dark vs. lit services?
What is the role of metro providers in the role of 5G?
Potential upcoming challenges:
How are metro providers addressing increasingly complex demands from the enterprises and carrier customers they serve?
How are cable companies still posing a challenge to the established metro business model?
What are the newest technologies affecting the market?
Moderator: Andrew Lipman, Partner, MORGAN, LEWIS & BOCKIUS
Cliff Kane , CO-CEO, CLEAREON FIBER NETWORKS
Dave Schaeffer, Founder & CEO, COGENT COMMUNICATIONS
Bob Udell, President & CEO, CONSOLIDATED COMMUNICATIONS
Timothy G. Biltz, President & Chief Executive Officer, LUMOS NETWORKS
11:00am - 11:45am
MORNING COFFEE AND NETWORKING BREAK
Sponsored by COX BUSINESS
11:45am - 12:00pm
METRO MARKET FINANCIAL ANALYSIS AND UPDATE
Followed by an extended Q&A
Colby Synesael, MD and Senior Research Analyst, COWEN & CO
12:00pm - 12:50pm
LOOKING FORWARD TO 2017: THE LATEST IN MERGERS AND ACQUISITIONS
Birds eye view of 2016s M&A activity:
Are the opportunities to invest in the metro fiber space evolving?
Who have been the active businesses on the buy side? How is the profile of the buyer changing?
Are the opportunities to invest in the metro fiber space decreasing? Where are the alternative and complimentary areas for investment?
Understanding the drivers behind the deal:
How do you identify the right time to buy or sell?
Are we seeing an increase in certain types of companies within and across sectors joining together? i.e. Tower and fiber companies, tower companies and data center companies, cable companies and fiber companies?
Addressing the rumour mill for 2017:
Who are the sale targets?
Are we looking at the final push for industry consolidation? Or are we seeing a new generation of metro fiber businesses coming up through the ranks?
Moderator: James Henry, Senior MD, BANKSTREET
Kenny Gunderman, President & CEO, CS&L
Marc Ganzi, Co-Founder & CEO, DIGITAL BRIDGE
Brett Lindsey, President & CEO, EVERSTREAM
Kurt Van Wagenen , President & CEO, FIRSTLIGHT
Jason Hill, Managing Director, MVP CAPITAL, LLC
12:50pm - 2:00pm
sponsored by UNITI FIBER
2:00pm - 3:00pm
HOW WILL METRO FIBER PROVIDERS BENEFIT FROM THE IMPENDING 5G BOOM?
Wireless backhaul infrastructure has been transformational for the value of businesses. As the volume and densification of activity in small cell contracts accelerates, is the metro market now seeing a shift in previously established backhaul models?
How are metro fiber operators monetizing on the rise of small cells? Are small cells the key to ROI in dark fiber? How are businesses addressing the challenges in rapidly scaling small cells, while balancing capacity and quality?
What role do small cells play in providing opportunities for the wireless carriers?
What business models are private companies putting forward to gain short term ROI?
Who is the closest to 5G and what are the timelines for commercial deployment?
Moderator: Hunter Newby, Owner, NEWBY VENTURES
Mike Kavanagh, SVP of Sales & CCO, CROWN CASTLE
William LaPerch, Executive Chairman, HYLAN DATACOM
Ron Mudry, President, UNITI FIBER
Judd Carothers, Co-founder & COO, USA FIBER
Ray LaChance, President & CEO , ZENFI
3:00pm - 4:00pm
AFTERNOON COFFEE AND NETWORKING BREAK
THE EDGE: THE IMPORTANCE OF BECOMING LOCAL
As metro fiber providers look to localize their services to reduce latency, this session will look at how cloud, data centers and content services are driving this shift in data. What services are metro providers offering to these sectors? Where are they offering those services? Can your business stand alone or is vertical integration with data centers essential?
As more enterprises move their businesses to the cloud, how are metro providers shaping their cloud connectivity strategy? How will future cloud appetite affect metro businesses?
Which cloud services are going to be serviced by dark fiber and lit?
How will virtualized systems such as SDN and NFV effect the future of the metro business? Is there a hidden threat in these technologies?
How important is the edge in the roll out of the Internet of Things?
Moderator: Jiva Jagtap, Senior MD, FTI CONSULTING
Scott Widham, CEO, ALPHEUS COMMUNICATIONS
Don MacNeil, CTO, EDGECONNEX
Kevin Coyne, CFO, FIBERLIGHT
Jack Lodge, President, GLOBAL CAPACITY
Gil Santaliz, Founder & Managing Member, NJFX
Mike Hagan, VP of Sales, SCHNEIDER ELECTRIC
DAY TWO: Wednesday 1 February 2017
9:00am - 10:00am
10:00am - 11:00am
THE CABLE COMPANY: MAKING AN IMPACT IN THE METRO FIBER SPACE
Are cable companies looking to strengthen their fiber foothold through acquisition as well as organic growth?
Will cable companies compete out of region for metro fiber?
How are cable companies collaborating and which services are out of reach for them?
What is the concern on the metro fibre provider side of increased cable competition?
What are their goals?
Moderator: Maria Browne, Partner, DAVIS WRIGHT TREMAINE
Jeremy Bye, VP, COX COMMUNICATIONS
Thane Storck, GVP Carrier Sales, SPECTRUM ENTERPRISE
11:00am - 11:45am
MORNING COFFEE AND NETWORKING BREAK
11:45am - 12:15pm
2017: A NEW ERA OF METRO REGULATION
How are metro providers dealing with the FCCs new updates on Business Data Services special access reform, E-rate reform and rumors of new privacy rules for broadband infrastructure providers?
Should incumbent as well as certain non-incumbent metro fiber companies be regulated in their pricing?
Will the new presidential administration pose any immediate challenges or opportunities to the metro market?
Jennifer Fritzsche, MD, WELLS FARGO
12:15pm - 12:45pm
WHAT WILL THE METRO MARKET LOOK LIKE IN THE ZETTABYTE ERA?
Which industries are at the forefront of driving capacity demands?
Will we start to see direct investment from public sectors?
How will already capacity demanding services, like content, cloud, evolve in the future?
What affect will this have on the metro business model?
12:45pm - 3:00pm