Transcription
23rd AnnualCommunications ConferenceAgenda:Monday, June 14, 2021The following companies will only be hosting Meetings on Monday, June 14th:Dentsu Group (DNTUY) - Kate Stewart, Head of IRViacom (VIAC), Anthony DiClemente, EVP Investor Relations, Jamie Morris, VP IRWPP Plc, (WPP) Brian Wieser, Global President, Business Intelligence; Fran Butera, Director, Investor RelationsTrack One8:00AM –8:35AMAdvertising Forecast PanelMagna GlobalLuke Stillman, SVP, Global MarketIntelligenceVincent Letang, EVP, Managing PartnerGlobal Market IntelligenceTrack TwoTrack Three8:15AM –8:50AMWPP Plc, (WPP)Brian Wieser, Global President, BusinessIntelligence8:45AM –9:20AMAd Buyer PanelHavas Media (PRIVATE)*Jason Kanefsky, CIOAmplifi US at Dentsu Aegis NetworkMichael Law, President* indicates company is presenting only9:00AM –9:35AM
Agenda:Monday, June 14, 2021 - continuedTrack OneTrack Two9:30AM –10:05AMS4 CapitalPeter Rademaker, Group CFOScott Spirit, Chief Growth OfficerWarner Music Group (WMG)Eric Levin, EVP & CFO10:15AM –10:50AMTrack Three9:45AM –10:20AMEvoque Data Center Solutions(former AT&T)*Andy Stewart, CEOCreative Artists Agency LLCJim Burtson, President10:25AM –11:00AMAmerican Tower (AMT)Rod Smith, CFO & Treasurer11:00AM –11:45AMCommunications Sector KeynoteComcast Corporation (CMCSA)Jeff Shell, CEO, NBCUniversal11:10AM –11:45AMEdgeMicro (PRIVATE)Mike Hagan, CEO-Founder11:55AM –12:30PMTelecom and Media Regulatory andLegal IssuesMorgan Lewis & Bockius*,Andy Lipman, PartnerBox Office Panel: Outlook for theaters and 11:55AM –film distribution as the summer slate12:30PMheats upBox Office Analyst*Doug Stone, PresidentCinelytic,Tobias Queisser, Co-founder & CEOCogent CommunicationsHoldings Inc (CCOI)Dave Schaeffer, CEOSean Wallace, CFONational Association of Theatre Owners,Patrick Corcoran, VP & CCO12:40PM –1:25PMCommunications Sector KeynoteFox Corporation (FOXA)Steve Tomsic, CFO12:40PM –1:15PMCushman & Wakefield PlcKevin Imboden, Director of Research1:35PM –2:10PMView From Debt Ratings AgencyS&P Global Inc. (SPGI)Naveen Sarma, Senior Director, SectorLead, US media/entertainment andtelecom/cable, S&P Global RatingsScott Zari, Associate Dir., US media andentertainment, S&P Global RatingsAllyn Arden, Dir. US telecom & cable, S&PGlobal Ratings1:25PM –2:00PMRadius Global Infrastructure (RADI)Glenn Breisinger, CFO & TreasurerRichard Goldstein, COOScott Bruce, President* indicates company is presenting only
Agenda:Monday, June 14, 2021 - continued2:20PM –2:55PMTrack OneTrack TwoFuture of Wireline Networks: DOCSIS 4and FTTHDuke Tech SolutionsSudheer Dharanikota, Managing DirectorThe View From a PrivateTheater OperatorEmagine Entertainment (PRIVATE)*Anthony LaVerde, CEOTrack Three2:10PM –3:10PMFirst Principles InnovationsLuc Absillis, Partner & COO3:05PM –3:50PMCommunications Sector KeynoteThe Walt Disney Company (DIS)Bob Chapek, CEOPrivate Equity PanelTopic: Data Center investmentopportunities in an increasinglycompetitive landscape. Discussion tofocus on pricing, yields, lease terms, andpipelines.Nick Marshall, Chirisa Investments,Andrew Peisch, KKR, Director*John Ghirardelli, Macquerie3:20PM –4:20PMChief Executive Round TableTopic: Discussing the latest of colocationacross retail/wholesale, and identifyingdifferentiated locations and services forenterprise customers.Jared Day, Compass Data Centers,CFOChris Downie, Flexential, CEO*Tony Rossabi, Recovery Point Group,CEOJohn Sabey, Sabey DCs, CEO4:00PM –4:45PMEmerging 5G Opportunities and CloudTransformationAvidThinkRoy Chua, Founder4:55PM –5:30PMAudacyDavid Field, CEO* indicates company is presenting only4:30PM –5:05PMMegaport Limited (MP1.ASX)Vincent English, CEO
Agenda:Tuesday, June 15, 2021The following companies will only be hosting Meetings on Tuesday, June 15th:Charter Communications (CHTR) – Stefan Anniger, SVP, IRChindata Group (Pvt.), Nick Wang, CFO; Joy Zhang, Head of IRCoresite Realty Corporation (COR), Steven Smith, CRO; Juan Font, SVP,General Management; Kate Ruppe, IR ManagerCrown Castle (CCI), Ben Lowe, VP Corporate Finance, Chris Hickman, VP IR &Capital MarketsEndeavor (EDR), Samanta Stewart, Head of IRTrack OneMDC Partners (MDCA) Mark Penn, Chairman & CEO; Frank Lanuto, CFO; MichaelaPewarski, VP IRNews Corporation (NWSA), Michael Florin, SVP, Head of IRSBA Communications Corp. (SBAC), Mark DeRussy, VP, FinanceSpotify Technology (SPOT) - Bryan Goldberg, VP Corporate Development;Lauren Katzen, Finance, Strategy, Investor RelationWPP Plc, (WPP) Fran Butera, Director, IRTrack TwoTrack Three7:50AM –8:25AMThe Intersection between Media & SportsBettingNick Kostos, Sports Betting Personality &Talk Show HostMike Dee, President of Sports, AudacyJohn Levy, Chairman & CEO, Score Media &Gaming8:15AM –8:50AMCyxtera Technologies, Inc. (PRIVATE)Nelson Fonseca, CEOCarlos Sagasta, CFO8:35AM –9:20AMCommunications Sector KeynoteDiscovery, Inc. (DISCA)David Zaslav, President & CEO9:00AM –9:35AM21 Vianet Group Inc. (VENT)Samuel Yuan-Ching Shen, CEOTim Chen, CFO9:30AM –10:05AMNews Corporation (NWSA)Brian Murray, President & CEO ofHarperCollins Publishers9:45AM –10:20AMPacketFabric (PRIVATE)Dave Ward, CEOJezzibell Gilmore, Co-Founder & CCO10:15AM –11:00AMCommunications Sector KeynoteAT&T Inc. (T)Pascal Desroches, SEVP & CFO10:25AM –11:00AMVaporIO (PRIVATE)Cole Crawford, Founder & CEOMatt Trifiro, CMO11:10AM –11:45AMSiriusXM (SIRI)Sean Sullivan, EVP & CFO11:10AM –11:45AMDigital Realty Trust, Inc. (DLR)Andy Power, CFO* indicates company is presenting onlyGetting Hollywood/Live EventsBack to BusinessSpotted Risk (PRIVATE)Janet Comenos, CEOCinemark Holdings, Inc. (CNK)Mark Zoradi, CEOSean Gamble, CFO/COO
Agenda:Tuesday, June 15, 2021 - continuedTrack One11:55AM –12:30PMCommunications Sector KeynoteAltice U.S. (ATUS)Michael Grau, CFO12:40PM –1:15PMWideOpenWest (WOW)Teresa Elder, CEO & DirectorJohn Rego, CFO1:25PM –2:00PMTrack TwoTrack Three11:55AM –12:30PMSwitch (SWCH)Thomas Morton, PresidentGabe Nacht, CFOLions Gate Entertainment Corp, (LGF)Jimmy Barge, CFO12:40PM –1:15PMColony Capital, Inc. (CLNY)Marc Ganzi, CEOJacky Wu, CFOAMC Entertainment Holdings, Inc., (AMC)Sean Goodman, CFO1:25PM –2:25PMPrivate Equity PanelTopic: Comparing and contrasting datacenters, towers, and other real estateprivate equity asset classes amid thescaling digital infrastructure landscape.Waldemar Szlezak, KKR, Managing Director*Fentress Boyse,The Partners Group, VP2:10PM –2:45PMWireless Retail and Promo UpdateWave7 ResearchJeff Moore, Founder and PrincipalThe Marcus Corporation (MCS)Greg Marcus, CEO and PresidentDoug Neis, EVP, CFO & Treasurer2:55PM –3:30PMView From the FCCIMAX (IMAX)Richard Gelfond, CEO3:40PM –4:25PMMPORielly Consulting, LLCMike O’Rielly, Former FCC CommissionerCooley, LLP.Robert McDowell, Partner; Former FCCCommissionerCommunications Sector KeynoteVerizon Communications Inc. (VZ)Matt Ellis, EVP & CFO* indicates company is presenting only2:35PM –3:45PMChief Executive Round TableTopic: Enterprise customer demands andevolving service offerings in the retailcolocation landscape.DC Blox (PRIVATE)Jeff Uphues, CEODataBank Holdings, Ltd. (PRIVATE)Raul Martynek, CEOOpus Interactive (PRIVATE)*Shannon Hulbert, CEO3:55PM –4:30PM
Agenda:Tuesday, June 15, 2021 - continuedTrack One4:35PM –5:20PMCommunications Sector KeynoteT-Mobile (TMUS)Peter Osvaldik, CFOTrack TwoTrack Three4:35PM5:05PMAll of the speakers in the 23rd Annual Communications Conference have been reviewed in accordance with Credit Suisse policies governing the use of experts.* indicates company is presenting onlyNEXTDC, Inc. (NXT)Craig Scroggie, CEO
Fox Corporation (FOXA) Steve Tomsic, CFO 12:40PM 1:15PM Cushman & Wakefield Plc Kevin Imboden, Director of Research 1:35PM - 2:10PM View From Debt Ratings Agency 1:25PM S&P Global Inc. (SPGI) Naveen Sarma, Senior Director, Sector Lead, US media/entertainment and telecom/cable, S&P Global Ratings Scott Zari, Associate Dir., US media and
