June 14, 2022 | New York | 55 Hudson Yards, New York, NY 10001
The annual Connectivity Business Investment Forum will explore the critical strategic and financial issues impacting private or public equity and debt capital investments across the rapidly evolving global terrestrial and orbital connectivity infrastructure and services industry.
The programme will consider the future of 4G/5G global connectivity for services providers across a number of communications infrastructure segments, including fibre networks, macro cell towers, small cell networks, data centres, GEO / MEO satellite bandwidth, evolving LEO constellations, smallsat and launch innovation, IoT applications and other innovative communications infrastructure.
With active participation from conference delegates, the global forum will advance the investment community’s understanding of the opportunities and challenges in the pursuit of appropriate returns on invested capital from the global terrestrial and orbital connectivity infrastructure services industry.
08:45am – 9:00pm
Check-in, tea/coffee service
09:00am – 9:20am
Welcome remarks and outlook for the global connectivity industry
William Jefferson Black, Managing Director, Finance Information Group & Publisher, Connectivity Business
The session will explore the current appetite for private capital investment; looking across a number of segments including broadband constellations, wireless mesh and virtual networks, cloud and edge computing architecture, antennas and fibre networks. The discussion will also consider current financing terms and deal strutures.
Investor Keynote / Interview
Understanding positive and negative sentiment in the public equity and debt capital markets
The session will consider diverging strategies for investment or capital preservation, discuss the outlook for public equity and debt capital markets, and explore the prevailing views of industry analysts, advisors, and investors across the various subsectors of the global connectivity industry.
12:00pm – 1:00pm
1:00pm – 1:30pm
Strategy Keynote / Interview
1:30pm – 2:00pm
Analyst round table
2:20pm – 03:10pm
The outlook for connectivity investments in mobility market verticals
The session will focus on the future of fleet connectivity growth for both terrestrial and satellite players by addressing specific demand drivers and costs associated with mobility market verticals, including aviation, maritime, ground transportation, energy, agriculture, and mining.
03:30pm – 4:20pm
The outlook for wireless broadband services and 5G connectivity
The session will consider investment theses for 5G terrestrial and orbital broadband connectivity related IoT applications as well as adjacent opportunities in content distribution and edge computing. Furthermore, the discussion will consider capex investment trends (spectrum pricing and licensing) and opportunities for driving down opex, including creative infrastructure sharing agreements.
4:40pm – 5:30pm
The outlook for shifting M&A dynamics
The session will debate how M&A may advance opportunities for inorganic value creation in the global digital infrastructure and related connectivity markets. The theme of connectivity infrastructure convergence will be addressed along with valuation trends (trading & acquisition multiples, cost of capital, synergies & take-over premiums), prevailing lessons from recent deals, and the driving characteristics that may shape future deal activity.
5:30pm – 7:00pm
WHO SHOULD ATTEND
The Connectivity Business Investment Forum is designed for institutional investors, venture capital and private equity investors, investment analysts, commercial bankers, economic development bankers, investment bankers, senior legal advisors, entrepreneurs, board members, CEOs, heads of strategy and corporate development, CFOs, general counsel, and senior corporate executives with responsibility for financing, M&A, and strategy.
Registration rates are subject to change. Registrations are nonrefundable. If you are not able to attend an event in which you registered, we will make every effort to transfer your registration to a future conference, of similar or lesser value, for a period of one year. You may also transfer your registration to another individual within your organization, upon our approval. We reserve the right to limit or deny access to our events to any person at our sole discretion. We make no representation that the information and experience provided at any of our events or conferences are suitable for any purpose (see Disclaimer of Warranties). By attending this program you grant Finance Information Group LLC permission to capture and publish videos and pictures that may include your image.