TMT M&A Forum APAC 2024
WHO WILL LEAD THE NEXT WAVE OF DEALS IN DIGITAL INFRASTRUCTURE, TELECOMS AND SERVICES?
May 8 2024 | Singapore
WHO WILL LEAD THE NEXT WAVE OF DEALS IN DIGITAL INFRASTRUCTURE, TELECOMS AND SERVICES?
May 8 2024 | Singapore
Speaker
Yedda Wang, Asia Editor, TMT Finance
Speaker
Gayan Koralage, Director, Group Strategy & Malaysia Business, EDOTCO Group
TowerCos must deliver value to their capital contributors by focusing on their customers during disruptive phases, such as the 5G rollout, the rise of Generative AI, macroeconomic challenges, hypercompetition, and market consolidation.
A customer-centric approach allows TowerCos to offer innovative solutions and drive value creation, symbiotically aligning with the telecom industry.
Moderated by Justin Jameson, Partner, Altman Solon
Speakers
Thomas Hundt, Group CSTO, Axiata
Gayan Koralage, Director, Group Strategy & Malaysia Business, EDOTCO Group
Sachin Gupta, MD, Strategic Portfolio, Singtel
Projesh Banerjea, Director, Infrastructure, KKR
Kunal Agarwal, Managing Director, I Squared Capital
Leaders across the telecom and digital infrastructure investment landscape explore the pivotal strategies and insights essential for navigation the next era of growth across APAC. As the region grows as a focal point for developments, this session will delve into innovative approaches that operators and investors must adopt to stay ahead of the curve and capitalise on the increasing demand set for the region.
Moderated by Jonathan Atkin, Managing Director, RBC Capital Markets
Speaker
Rangu Salgame, Chairman & CEO, Co-Founder, Princeton Digital Group
Moderated by Niranjan Arasaratnam, Partner, Linklaters
Speakers
Wilson Chung, Managing Director, DigitalBridge
Yaniv Ghitis, Chief Investment Officer, Digital Edge
Nirad Deshpande, Associate Director, Macquarie Asset Management
Irfan Wahab Khan, SVP, Head of Portfolio Development, Telenor Asia
Despite continued difficulties relating to access to financing, shifts in valuations and interest rates, digital infrastructure in APAC remains robust. Dealmaking leaders discuss their outlook for the rest of the year and what strategies they are applying to navigate through the challenges.
Moderated by Paul Carpenter, Partner, Hardiman Telecommunications
Speakers
Kanishka Wickrama, Acting CEO & CFO, PT Link Net TBK
Benjamin Azada, CCO & CSO, Converge ICT
Steve Weiss, CFO, Protelindo
Axel Granger, Managing Director, Co-Head of TMT, UBS
Tim Lee, Head Group Strategic Projects, Singtel
Fibre investment continues to play out as one of the hottest topics across digital infrastructure in APAC. The need for connectivity across markets has led to intensified rollout and monetisation strategies from operators. Leaders from the space discuss the rapidly evolving environment.
Speaker
Sanjay Goel, Executive Vice President and President, Asia-Pacific, American Tower
Moderated by Kaushik Sriram, Managing Director, Alvarez & Marsal
Speakers
Suresh Sidhu, CEO and Founder, EdgePoint
Keshav Venkatraman, Group Head of Strategy, Frontier Tower
Rahul Katiyar, CEO, Asia Pacific (Ex-India) and Head Strategy, Asia-Pacific, American Tower
Hendra Purnama, CIO, Mitratel
Tower operators continue to seek new paths to growth as they expand into new markets and look at new business strategies. Leaders from across the sector look at operational approaches, ESG initiatives, 5g penetration, telecom asset spin offs and the pipeline for M&A and investment.
Moderated by Deepali Bahl, Managing Director, Augment Infrastructure
Speakers
Bertrand Guiot, Head of Real Assets & Investment Banking, South East Asia, Head of Infrastructure Funds Coverage, Asia Pacific, Natixis CIB
Pei Wang, Executive Director, Equity Advisory - APAC, JLL
Tugay Yilmaz, Senior Investment Officer, Telecom, Digital Infrastructure & Natural Resources (Asia Pacific), IFC
Eugene Tan, Director TMT Finance, Société Générale
Pithambar (Preet) Gona, Chief Executive Officer of Asia Pacific, STACK Infrastructure
Moderated by Maisie Clarke, Senior Reporter, TMT Finance
Speakers
Varoon Raghavan, Co-Founder and COO, Princeton Digital Group
Christopher Wellise, Global VP of Sustainability, Equinix
Eugene Seo, Managing Director, Data Centres, CapitaLand Investment
Paul Dwyer, Head of Data Centres, Logos Property
Gregory Mittman, CEO, HySights
Moderated by Elles Houweling, Senior Reporter, TMT Finance
Speakers
Carson Wolfer, CSO, EdgePoint
Chris Tiffin, Board Director, Cellcard
Danny Han Seng Foong, VP and Head of Asia Strategy, Telenor Asia
Andy Tai, Head of SE Asia IB, Goldman Sachs
Marco Somalvico, Vice President M&A, e& (Etisalat Group)
Moderated by Daryl Dunbar, Partner Digital Infrastructure, Internal Consulting Group
Speakers
Lars Riegel, Global Head of TMT PE & Infra, Arthur D. Little
Thomas Anthony, CTO, NeutraDC
Herson Suindah, President Director and CEO, SM+ Holdings
Michael McPhail, CTO, Moratelindo
Hendra Purnama, CIO, Mitratel
Moderated by Andrew Wright, Partner, Aetha Consulting
Speakers
Ram Sellaratnam, CEO & MD, iBus Networks
Kunal Bajaj, CEO and Co-Founder, CloudExtel
Hussein Abdulkader, Managing Director, Kacific Broadband Satellites Group
Arif Al Islam, CEO & MD, Summit Communications
Moderated by Thivanka Rangala, Managing Director, Track Consulting
Speakers
Devid Gubiani, President PhilTower GNI and CEO Global Network Inc
Rahul Katiyar, CEO, Asia Pacific (Ex-India) and Head Strategy, Asia-Pacific, American Tower
Steve Weiss, CFO, Protelindo
David Low, CEO, OCK Group Berhad
Anthony Kersauson, Director M&A, EDOTCO Group
Moderated by Noel Perera, Director, Altman Solon
Speakers
Mayank Srivastava, CEO, BDx
Samuel Lee, CEO, Digital Edge
Sridhar Pinnapureddy, Founder & CEO, CtrlS
Swati Goyal, CIO, DCI Data Centers
Moderated by Paul Carpenter, Partner, Hardiman Telecommunications
Speakers
Amir Valliani, Chief Financial Officer, Xenith IG
Michael McPhail, CTO, Moratelindo
Vignesa Moorthy, Founder & CEO, Viewqwest
Ankit Goel, Chairman and Founder, Space World Group
Moderated by Alaister Johnson, Partner, Linklaters
Speakers
Emmanuel Léonard, CIO, TAWAL
Axel Granger, Managing Director, Co-Head of TMT, UBS
Jonathan Loke, Executive Director, Investment Banking, Morgan Stanley
Andrew Verdasca, Managing Director, J.P. Morgan
Manjit Balgir, Head of Asia Telecom & Digital Infrastructure Investment Banking, BofA Securities
Moderated by Connell O’Neill, Partner, Gibson, Dunn and Crutcher
Speakers
Manish Kasliwal, President Director, ATC Indonesia, VP & Head, Regulatory, Public Affairs and Industry Relations, APAC
Jon Curry, Vice President - APAC Operations, Digital Realty
Ed Martin-Sperry, Chief Investment Officer, Evolution Data Centres
Amit Kaushal, Senior Principal Commercial and FP&A, Digital Nasional Berhad
Claude Achcar, Founder & Managing Partner, Actel Consulting
Moderated by Ben Happel, Partner, Altman Solon
Speakers
Pithambar (Preet) Gona, Chief Executive Officer of Asia Pacific, STACK Infrastructure
Rebecca Ng, Group Corporate Finance Officer, ST Telemedia Global Data Centres (STT GDC)
Joey Tan, Head of Sustainability, AWS ASEAN
Luca Melluso, Head of Customer Solutions, AirTrunk
Investment continues to pour into Asia’s datacentre market to capture the opportunities to build and scale hyperscale and colocation assets. This wave seems to increase as excitement grows around the potential that generative AI could have on datacentres, whilst expanding ESG initiatives are also a key focus for operators and investors. Key players in the sector discuss the outlook going forward.
Moderated by Yedda Wang, Asia Editor, TMT Finance
Speaker
Stephen Miller, President & Group CEO, ST Telemedia (STT)
Moderated by Jake Robson, Co-Managing Shareholder, Greenberg Traurig Singapore LLP
Speakers
Sam Lawn, Deputy CFO, GDS Holdings
Alex Teo, GM Asia & Japan, NEXTDC
Johan Batubara, Director of Investment, Indonesia Investment Authority (INA)
Kok-Chye Ong, Managing Director – Data Centers, Gaw Capital
Kevork Sahagian, Managing Director, OMERS Infrastructure
Rising interest rates, shifting valuations and high multiples have led to a disruptive financing environment across digital infrastructure in APAC. Leaders from across the region discuss these challenges and solutions they’ve implemented as they set their sights on growth.