METROCONNECTUSA

29 - 31 January, Miami

SPONSORSGold sponsors Silver sponsors Associate sponsors

Thank you for attending

Highlights

Attendee representation

Sectors in attendance

Networking functions

Who attended

Key themes

Agenda

Speakers

Strategic discussions

2019 sponsors

CONTENTS

29 - 31 January 2019, Miami

THANK YOU FOR ATTENDING METRO CONNECT 2019Dear Delegate,

Thank you so much for you attendance at Metro Connect 2019. We hope that you had successful meetings and networking in Miami.

Over the years Metro Connect has become the largest event for discussing and strategizing the most important developments in the North American infrastructure industry. This year we looked back at 2018’s most interesting M&As and predicted the outcomes for 2019, deep dived into the future impact of “The Edge” and planned a roadmap towards 5G.

The Metro Connect team would like to extend a special thanks to all of our speakers who graciously agreed to speak on the programme and deliver their perspective on the industry’s most pressing challenges and opportunities.

We would also like to take this opportunity to thank the event sponsors and exhibitors who without their support the event would not be possible.

Please click here to view the full list of exhibitors.

The Metro Connect team look forward to seeing you next year.

Best,

Metro Connect Team

METROCONNECTUSA

29 - 31 January 2019, MiamiMETROCONNECTUSA

HIGHLIGHTS FROM METRO CONNECT 2019

2019 Attendee representation

750+SENIOR-LEVEL

ATTENDEES

320+COMPANIES

40SPEAKERS

320+DIRECTOR LEVEL OR

ABOVE

116NEW COMPANIES

24SPONSORS & EXHIBITORS

42MEETING SPACES

20+HOURS OF

NETWORKING

70%MEETME

PLATFORM ENGAGEMENT

2300+MEETME MESSAGES

EXCHANGED

29 - 31 January 2019, MiamiMETROCONNECTUSA

Sectors in attendance

29 - 31 January 2019, MiamiMETROCONNECTUSA

SMALL CELLS

CABLE / MSO’SDATA CENTER

CLOUD SERVICE PROVIDERS

MOBILE OPERATORS

CABLE SYSTEM VENDORS

CONTENT PROVIDERS

INVESTORSMETRO FIBER

TOWER COMPANIES

CARRIERSIXPS

CONSULTANTS & ANALYSTS LEGAL FIRMS

Networking functions

sponsored by

sponsored by

sponsored by

sponsored by

sponsored by

sponsored by

sponsored by

DAY ONE BEER & BBQ DAY TWO NETWORKING BREAKFAST DAY TWO LUNCH DAY TWO EVENING DRINKS RECEPTION

DAY TWO COFFEE & NETWORKING BREAK

DAY TWO COFFEE & NETWORKING BREAK

DAY ONE COFFEE & NETWORKING BREAK

sponsored by

DAY THREE COFFEE & NETWORKING BREAK

29 - 31 January 2019, MiamiMETROCONNECTUSA

Who attended? 1025CONNECT 1623 FARNAM 365 DATA CENTERS 365 OPERATING COMPANY 3-GIS 3I INFRASTRUCTURE 910 TELECOM AB - PRIVATE CREDIT INVESTORS ADTELL AIP UK ALLIED TELECOM GROUP ALLO COMMUNICATIONS ALPHA TECHNOLOGIES ALPHEUS COMMUNICATIONS ALTICE CARRIER ALTMAN VILANDRIE & COMPANY AMAZON AMERICAN AXESS AMERICAN DARK FIBER AMERICAN TOWER AMP CAPITAL AMS-IX USA ANI NETWORKS ANOVA TECHNOLOGIES ANTIN INFRASTRUCTURE AOC CONNECT APOLLO AQUA COMMS DAC ARM DATA CENTER SOLUTIONS ARVIG ENTERPRISES ASCENT AT&T ATLANTIC BROADBAND ATLANTIC-ACM ATN INTERNATIONAL ATP HOLDING

AUREON AWS AXCENT NETWORKS AXTEL B2 TELECOM BAIN CAPITAL BANK STREET GROUP BARCLAYS BERKSHIRE PARTNERS BIP ENERGY BITBOX BLACK & VEATCH BLACKSTONE BLUEBIRD NETWORK BMGI BOUNDARY STREET CAPITAL BRIGHTWOOD CAPITAL ADVISORS BROADSTAFF BROOKFIELD ASSET MANAGEMENT BROOKFIELD EUROPE BROOKFIELD INFRASTRUCTURE GROUP

BROWN BROTHERS HARRIMAN & CO BTIG C SPIRE C3NTRO TELECOM CABLE ONE CABLERUNNER INTERNATIONAL CAPITAL GROUP CAPITAL RESEARCH GLOBAL INVESTORS

CAPITALSOURCE CDG CDPQ CENTRAL ILLINOIS REGIONAL BROADBAND NETWORK

CENTURYLINK CG TELECOM CHARLESMEAD ADVISORS CHARTER COMMUNICATIONS OPERATING

CHIRISA CICERONE ADVISERS CIENA CINNATI BELL CIT MOBILE INTERNATIONAL CITIZENS BANK CLEAREON FIBER NETWORKS CLEARWAVE COMMUNICATIONS CLOUDFLARE CMCOM COATUE MANAGEMENT COBANK COLLIERS INT’L/DIGITAL CROSSROADS DATA CENTERS COLO ATL COLT DATA CENTRE SERVICES COLUMBIA CAPITAL COLUMBUS FIBERNET COMCAST BUSINESS COMMONWEALTH EDISON COMMUNICATIONS DATA GROUP COMMUNICATIONS SALES CONSULTING

COMMUNICATIONS TOWER GROUP COMPASS DATACENTERS COMPEER FINANCIAL COMPETITIVE TELECOMS GROUP COMPLETE ASSET RECOVERY MANAGEMENT

COMSTAR SUPPLY CONGRUEX

CONNECTED NATION CONNECTED2FIBER CONSOLIDATED COMMUNICATIONS CONSOLIDATED ELECTRIC COOPERATIVE CONSULTING

CONTERRA BROADBAND SERVICES CONTERRA NETWORKS CONTERRA ULTRA BROADBAND CONTINENTAL TOWERS COWEN & CO COX BUSINESS CARRIER SERVICES CPPIB CREDIT SUISSE CREDITSIGHTS CRESTLINE INVESTORS CRESTVIEW PARTNERS CROSS RIVER FIBER CROSSLAKE FIBRE CROWN CASTLE CTFN CTI TOWERS DARK FIBER AND INFRASTRUCTURE DARTPOINTS DATACENTER POST DATAGRYD DATA CENTERS DATAVISION DAVEY TREE EXPERT COMPANY DAVIS WRIGHT TREMAINE DC BLOX DE-CIX NORTH AMERICA DEEPEDGE DELOITTE DENSE NETWORKS DEPLOYCOM DEUTSCHE BANK DEUTSCHE TELEKOM

29 - 31 January 2019, MiamiMETROCONNECTUSA

DGEB MANAGEMENT DH CAPITAL DIALOG TELECOMMUNICATIONS DIGITAL BRIDGE HOLDINGS DIGITAL FORTRESS DODGE & COX DQE COMMUNICATIONS DR PENG TELECOM & MEDIA GROUP DREXEL HAMILTON DYCOM INDUSTIRES ECC TECHNOLOGIES FIBER NETWORKS

ECO-SITE EDGE MICRO EDGECONNEX EKINOPS ELECTRICOM EMCALI TELECOMUNICACIONES EMITEL EPSILON EQT PARTNERS ESSENTIA EUROFIBER GROUP EVERCORE EVERSTREAM EX2 TECHNOLOGY EXELON EXPEREO EXTENET SYSTEMS F6 NETWORKS FACEBOOK FALKENBERG CORP FARALLON CAPITAL FATBEAM FCS COMMERCIAL FINANCE GROUP FIBER OPTIC CONSTRUCTION FIBER SENSE FIBERLIGHT FIDELITY COMMUNICATIONS FIERA INFRASTRUCTURE FIFTH GEN MEDIA

FIFTH THIRD BANK FIRSTLIGHT FIBER FRONTIER COMMUNICATIONS FRONTIER WHOLESALE FTI CONSULTING GEORGIA PUBLIC WEB GI PARTNERS GLOBALINX DATA CENTERS GLOBENET GOLDMAN SACHS GONETSPEED GRAIN MANAGEMENT GRANITE TELECOM GREAT PLAINS COMMUNICATIONS GREENHILL & CO GREENLIGHT NETWORKS GTCR GTT COMMUNCIATIONS GUGGENHEIM PARTNERS HAMMER FIBER HARGRAY COMMUNICATIONS HARRON ENTERTAINMENT COMPANY HIGHFIELDS CAPITAL MANAGEMENT HMI SERVICES HORIZON NETWORK PARTNERS HORIZON TELCOM HORVATH HOTWIRE COMMUNICATIONS HUGH O’KANE ELECTRIC COMPANY HURRICANE ELECTRIC HYLAN I SQUARED CAPITAL IBM RESILIENCY SERVICE ICON INFRASTRUCTURE IDI BILLING SOLUTIONS ILV GROUP IMARKET2 IMILLER PUBLIC RELATIONS OMPAS INDEPENDENTS FIBER NETWORK INDIANA FIBER NETWORK

ING CAPITAL ING FINANCIAL SERVICES INOC INPHASE WIRELESS INSITE WIRELESS GROUP INTEGRA NETWORKS INTEGRAOPTICS INTELLIGENT FIBER NETWORK INTERGLOBIX INVESCO IRIS NETWORKS JAYMIE SCOTTO & ASSOCIATES JBL COMMUNICATIONS JUMP TRADING JUNIPER NETWORKS KANSAS FIBER NETWORK KKR KLEIN LAW GROUP P LANDMARK DIVIDEND LAZARD LB NETWORKS LEVEL 3 COMMUNICATIONS LIBERTY MEDIA LIGHTOWER FIBER NETWORKS LIGHTRIVER TECHNOLOGIES LOCAL BACKHAUL NETWORKS LOGIX COMMUNICATIONS LOGIX FIBER NETWORKS LONGVIEW ASSET MANAGEMENT LUMOS NETWORKS LUMOS-SPIRIT M/C PARTNERS MACQUARIE CORPORATE AND ASSET FINANCE

MADISON DEARBORN PARTNERS MAINE FIBER COMPANY MAINSTREAM FIBER NETWORKS MAMMOTH NETWORKS MAPCOM SYSTEMS MARLOWE PARTNERS MASTEC NORTH AMERICA

MBC MC PARTNERS MCALLEN DATA CENTER MDC DATA CENTERS MEDIA VENTURE PARTNERS MEF MEGABROADBAND MEGAPORT MERIDIAN FIBER GROUP METRO COMMUNICATIONS CO METRO FIBER NETWORKS METRONET MEXCAP MICROSOFT CORPORATION MID-ATLANTIC BROADBAND COMMUNITIES CORPORATION

MIDCO MIDWEST FIBER NETWORKS MOBILITIE MODULAR LIFE SOLUTIONS/EDGEPOD MORGAN LEWIS MORGAN STANLEY MORGAN LEWIS & BOCKIUS MOX NETWORKS MTP MEXICO TOWER MANAGEMENT MUFG MUIR EQUITY MVP CAPITAL MX FIBER NATCO COMMUNICATIONS NATIONAL FIBER NETWORKS DE MEXICO

NEBRASKA DATA CENTERS NEBRASKALINK NETLY FIBER NETWORK BUILDING + CONSULTING NEUTRAL PATH COMMUNICATIONS NEW LINE NETWORKS NEWBY VENTURES NEWMARK KNIGHT FRANK NJFX

29 - 31 January 2019, MiamiMETROCONNECTUSA

29 - 31 January 2019, MiamiMETROCONNECTUSA

NOMURA SECURITIES INTERNATION NORTH STATE COMMUNICATIONS NOVACAP NPG NTCH DBA CLEARTALK NXGEN PARTNERS OAK HILL ADVISORS OBERNDORF ENTERPRISES OCG OPT TELESERVICES OPTIC ZOO NETWORKS OPTICAL COMMUNICATIONS GROUP OSI GLOBAL IT OTELCO PACKETFABRIC PALADYN GROUP PAMLECO CAPITAL PAMLICO CAPITAL PARADIGM TELECOM PCCW GLOBAL LIMITED PEAK 10 + VIAWEST PEPPERTREE CAPITAL MANAGEMENT PERELLA WEINBERG PARTNERS PETABIT SCALE PGGM INFRASTRUCTURE FUND PHILLIPS LYTLE PHOENIX TOWER INTERNATIONAL PHONOSCOPE PILOT PINPOINT CAPITAL ADVISORS POINTONE CORP POST ROAD GROUP PRAMATA CORPORATION PREPA NETWORKS PS LIGHTWAVE PUREPORT QTS DATA CENTERS QUANTA TELECOM SERVICES QUORDINATES

RBC CAPITAL MARKETS RCN REGIONS SECURITIES RIDGELINK RIDGEMONT EQUITY PARTNERS RITTER COMMUNICATIONS ROCNET SUPPLY ROGERS COMMUNICATIONS CANADA RONIN TECHNOLOGY ADVISORS ROTHSCHILD SALT RIVER PROJECT SANDY FEET ADVISORS AND EQT SBA COMMUNICATIONS SCHNEIDER ELECTRIC SCHULTZE ASSET MANAGEMENT SCOTIABANK SDN COMMUNICATIONS SEABORN NETWORKS SEAPORT CAPITAL SEARCHLIGHT CAPITAL SEGRA SEIM & PARTNER SENATOR INVESTMENT GROUP SIEMENS SKYWIRE NETWORKS SMBC SOCIETE GENERALE SOLID SONIC SOUTHERN CALIFORNIA EDISON SOUTHERN TELECOM SPECTRUM BUSINESS SPECTRUM ENTERPRISE SPENCER STUART SPIRIT - LUMOS SPO PARTNERS SPREAD NETWORKS SPRINT STARBOARD VALUE

STEPHENS STONEPEAK INFRASTRUCTURE PARTNERS

STRATEGIC WIRELESS INFRASTRUCTURE FUND

STRATUS NETWORKS SUMMIT BROADBAND SUMMITIG SUNTRUST ROBINSON HUMPHREY SURVEYOR CAPITAL TD SECURITIES TDF VENTURES TELAMON TELECALL TELECOMMUNICATIONS CORP TELECOM RAMBLINGS TELEFÓNICA (TIWS) TELEGEOGRAPHY TELENOR GLOBAL SERVICES AS TELEPHONE AND DATA SYSTEMS TELEQUALITY COMMUNICATIONS TELIA CARRIER TELNYX TELXIUS TENEBRIS FIBER THAYER POWER AND COMMUNICATION THE STEPHENS GROUP TIERPOINT TILLMAN INFRASTRUCTURE T-MOBILE TPG CAPITAL TRANSTELCO TROY CABLEVISION TVC ALBANY TWIN POINT CAPITAL UBS UFINET UNITE PRIVATE NETWORKS

UNITED FIBER & DATA UNITEL UNITI FIBER UNITI GROUP UNKNOWN UPN FIBER URBANSYSTEMS US BANK USA FIBER UTILLIGEN VAPOR IO VAST NETWORKS VERIZON VERTICAL BRIDGE VERTICOM VETRO FIBERMAP VIAERO 4G WIRELESS VXCHNGE WALLER CAPITAL PARTNERS WANRACK WAVE WELLS FARGO SECURITIES WHITEHORSE CAPITAL WILLIAM BLAIR WIN WINDSTREAM COMMUNICATIONS WIREIE WIRELESS INFRASTRUCTURE ASSOCIATION

WORLDWIDE SUPPLY WOW XCHANGE TELECOM XIBER ZAYO ZENFI NETWORKS ZENZU SUBMARINE ZINWAVE ZMC

29 - 31 January 2019, MiamiMETROCONNECTUSA

Key themes

M&A DEVELOPMENTS

OPPORTUNITIES IN THE EDGE

SMALL CELL DEPLOYMENT

STRATEGY

FIBER AS A UTILITY

FIBER DENSIFICATION FOR 5G ROLL

OUT

NAVIGATING POTENTIAL MISPRICED

ASSETS

UNDERSTANDING NEW AREAS OF

FUNDING

DEFINING THE EDGE

ADDRESSING CHALLENGES IN WORKING WITH MUNICIPALITIES

29 - 31 January 2019, MiamiMETROCONNECTUSA

12:00PM REGISTRATION OPENS

9:30AM WELCOME LUNCH & NETWORKING - ALL ATTENDEES WELCOME

DAY ONE: Tuesday 29 January 2019

Agenda

1:20PM OPENING REMARKS Hunter Newby, Owner, NEWBY VENTURES

1:30PM HOW DO WE MODERNIZE NETWORKS? Dr. Muntazir Mehdi, Principal Development Manager, Azure Simulator & Optimization Platform, MICROSOFT

2:00PM ELEVATING THE NETWORK INFRASTRUCTURE FOR THE DEMANDING CONSUMER Paul Savill, SVP, Core Network & Technology Solutions, CENTURYLINK

2:45PM PEERING IN TO PEERING – HOW DIRECT AND REMOTE PEERING CAN IMPROVE NETWORK PERFORMANCE AND ENABLE CONNECTIVITY FOR IOT AND IP EVERYTHING - EVERYWHERE Ed d’Agostino, VP & GM, DE-CIX NORTH AMERICA

3:10PM LEVEL SETTING BETWEEN COLOCATION INTERCONNECTION FACILITIES AND DATA CENTERS: THE SIMILARITIES AND DIFFERENCES BETWEEN THE SITE LOCATIONS, BUSINESS MODELS AND REVENUE GROWTH TRAJECTORIES Miles Loo Jr., EVP & Global Lead, Valuation & Advisory, Data Center Consulting Group, NEWMARK KNIGHT FRANK

3:30PM COFFEE & NETWORKING BREAK sponsored by ALL ATTENDEES WELCOME

4:00PM PANEL DISCUSSION: 2019 UPDATE: IS THE NETWORK SATISFYING THE NEEDS OF THE HYPERSCALERS? • Last year we discussed increasing transparency of networks – has this improved over the last 12 months? Is transparency still an issue? • What do network providers need to do to further make their offering more appealing? Moderator: Hunter Newby, Owner, NEWBY VENTURES Ben Edmond, CEO & Founder, CONNECTED2FIBER Dr. Muntazir Mehdi, Principal Development Manager, Azure Simulator & Optimization Platform, MICROSOFT Ali Marashi, SVP of Engineering, CTO, VXCHNGE

4:50PM ANONYMOUS Q&A Through our live polling application Slido, this session will allow for you to anonymously submit any questions you may have about the industry.

5:00PM END OF CONTENT ON DAY ONE

5:30PM BEER & BBQ sponsored by ALL ATTENDEES WELCOME

8:00AM REGISTRATION OPENS

DAY TWO: Wednesday 30 January 2019

8:00AM NETWORKING BREAKFAST sponsored by

9:00AM WELCOME ADDRESS In partnership with Telecom Ramblings 2018 M&A survey results

9:30AM FIBER FUELS GLOBAL INNOVATION Dan Caruso, Chairman & CEO, ZAYO

29 - 31 January 2019, MiamiMETROCONNECTUSA

Agenda

10:10AM PANEL DISCUSSION: CEO INTERVIEW: SHAPING THE NEXT STAGE OF EVOLUTION FOR THE COMMUNICATIONS INFRASTRUCTURE COMMUNITY • How are network providers adding more capabilities to their assets to work with a more extensive range of partners? Do network providers even need to diversify their asset portfolio to remain competitive? • What prevalent technologies do network providers need to prepare for? • How do businesses need to prepare for the next wave of capacity demand? • What is the industry’s position on greenfield fiber builds vs replacement of long haul routes? • Who is expanding their network organically? Moderator: Andrew Lipman, Senior Partner & Chair, Telecommunications, Media & Technology Practice, MORGAN, LEWIS & BOCKIUS Brett Lindsey, President & CEO, EVERSTREAM Jim Hyde, President & CEO, EXTENET SYSTEMS Kurt Van Wagenen, President & CEO, FIRSTLIGHT Jack Waters, President Fiber Solutions & CTO, ZAYO

11:00AM COFFEE & NETWORKING BREAK sponsored by

11:30AM METRO MARKET 2019: PREDICTING KEY DEVELOPMENTS AND OPPORTUNITIES FOR THE UPCOMING YEAR James Henry, Co-Founder & Senior Managing Director, BANK STREET

11:45AM PANEL DISCUSSION: M&A UPDATE: WHAT CAN BE LEARNT FROM 2018’S BIGGEST DEALS? Industry update: • What have been the biggest drivers for consolidation this year? • Who are the biggest buyers and sellers? What are they offering? • Where are we seeing buying and selling opportunities in non-conventional metro assets?

Infrastructure funds: • How is the influx of infrastructure funds affecting the current market? • What are the benefits for future growth with the class of money that is coming in? • Why are they looking at communications infrastructure as a positive area for investment?

Planning for the future: • With few sizeable companies left for consolidation, how do you identify the right businesses? • What are the opportunities for vertical integration for metro fiber providers?

Moderator: James Henry, Co-Founder & Senior Managing Director, BANK STREET Colby Synesael, Managing Director & Senior Research Analyst, COWEN & CO Marc C. Ganzi, Founder & CEO, DIGITAL BRIDGE HOLDINGS Chris McKee, General Council & EVP Corporate Development, GTT Timothy G. Blitz, President & CEO, SEGRA (FORMALLY LUMOS NETWORKS & SPIRIT COMMUNICATIONS)

12:30PM PANEL DISCUSSION: THE FINANCE PERSPECTIVE: UNDERSTANDING THE LANDSCAPE FOR FIBER INVESTMENT • What are the best metrics to measure ROI? • With an influx of new capital, where are we seeing this being invested? • What are the key trends for sellers? • What is driving financial investment? • How do you navigate less desirable assets within a business? Moderator: Todd Holder, Managing Director in the Communications, Media & Technology Investment Banking Group, TD SECURITIES Kevin Genieser, Senior Partner & Member of the Investment Committee, ANTIN Jan Vesely, Partner, EQT PARTNERS Chad Crank, Managing Director & Partner, GRAIN MANAGEMENT Chris Moon, Managing Director in Telecom & Technology Banking Group, ING Jason Hill, Managing Partner, MVP CAPITAL

1:15PM LUNCH & NETWORKING BREAK sponsored by

2:30PM PANEL DISCUSSION: METRO CONNECT: INFRASTRUCTURE BUILT FOR FUTURE DEMANDS The industry continues to track the explosion of data transmitted across our infrastructure, projecting staggering future growth due to streaming video, IoT devices, gaming, telemedicine, etc. These technologies will require increased download as well as upload speeds with reduced latency necessitating compute power to be located near the demand. This trend is affecting both urban and rural geographies and requiring providers to redesign how they deploy future infrastructure. Our panellists will discuss how the ecosystem of Telecom and Data Center providers are evolving to support these requirements. Topics include: • What are the current challenges in infrastructure that are slowing the progress of edge adoption? • What does the future infrastructure look like and how is it supported?

29 - 31 January 2019, MiamiMETROCONNECTUSA

Agenda

• How will these pieces fit together? • How does artificial intelligence and predictive analytics better enable edge environments • What are the critical elements of intelligence that should be part of the solution? Moderator: Jason Walker, Managing Director – Cloud & Service Provider Business Development, IT Division, SCHNEIDER ELECTRIC Travis Keller, Director, ALTMAN VILANDRIE & CO. Paul Vasilopoulos, Partner, DH CAPITAL Will Torado, Director, EDGECONNEX Jack Demers, CTO, NETLY FIBER Rich Lee, CEO, PUREPORT

hosted by

3:30PM COFFEE & NETWORKING BREAK sponsored by

4:00PM PANEL DISCUSSION: THE EDGE ECOSYSTEM: EXPLORING THE DIFFERENT ROLES IN DELIVERING THIS FINAL FRONTIER Industry update: • How do you define the edge? Is there such a thing as a ‘true edge’? • Is the level of hype reflective of the reality? • Which businesses are currently leading this technology?

Addressing operational challenges: • What are the necessary factors that need to be considered when choosing a location for edge data center placement? • How should you balance latency vs location?

Future development:

• Where will we see the fastest growth in edge markets? • What is the impact of SD-WAN and the edge? • With the future of autonomous cars on the horizon, is the current infrastructure suitable for the network demands this technology will bring? • How do you balance long-term reward and immediate investment?

Moderator: Jonathan Atkin, MD, RBC CAPITAL MARKETS Sharif Fotouh, Founder & CEO, COMPASS DATACENTERS Hugh Carspecken, CEO, DARTPOINTS Josh Snowhorn, Founder & CSO, EDGEMICRO Tony Rossabi, EVP & CRO, TIERPOINT Cole Crawford, CEO, VAPOR IO

5:00PM EVENING DRINKS RECEPTION sponsored by

8:30AM REGISTRATION OPENS

DAY TWO: Thursday 31 January 2019

8:30AM NETWORKING BREAKFAST

10:05AM OPENING REMARKS from guest chair Mary Stanhope, Founder, Principal Consultant, IMARKET2

10:15AM PANEL DISCUSSION: THE CRITICAL ROLE OF INFRASTRUCTURE IN 5G DEPLOYMENT • What is the necessary level of network densification needed for successful 5G deployment? • What are the operational challenges that network providers are facing, when preparing for future fiber build outs? • What are the wireless customers doing to support small cell and 5G deployment? • What is the timeline for 5G deployment? What results are current 5G trials yielding? • What are the most likely revenue models for 5G? • How does the strategy in North America compare to other parts of the world?

Moderator: Jennifer Fritzsche, Managing Director & Senior Equity Analyst, WELLS FARGO SECURITIES John C. Nolan, VP - National Access Management - AT&T Global Connection Management, AT&T Guillaume Crenn, CTO Office, EKINOPS Bart Oskam, CTO, EUROFIBER GROUP Ray LaChance, Co-Founder & CEO, ZENFI NETWORKS

11:15AM COFFEE & NETWORKING BREAK sponsored by

11:45AM PANEL DISCUSSION: UNDERSTANDING THE KEY CONTRIBUTORS TO THE 5G FUTURE Small cells: • How have small cell businesses been diversifying their assets? • How do network providers adequately prepare for small cell backhaul? How are small cells being deployed? • As small cells move away from macro towers into office buildings, and offices become the new towers, what will be the future value of towers? Tower companies: • Who is prioritising fiber to the tower? • How are tower companies changing the way they are leasing tower space? • What is the strategy for providing connectivity to towers? What is the effect of tower companies diversifying their assets into the metro fiber space? • With the increased density of towers, how are network providers then addressing the necessary density in networks? How fast can they buildfiber strands? Moderator: David Wuensch, VP - Business Development, AXCENT NETWORKS Gregory Spraetz, SVP & GM, Enterprise Network Solutions, EXTENET SYSTEMS Erik Kreifeldt, Principal Analyst, TELEGEOGRAPHY Greg Ortyl, SVP Wholesale & Wireless Sales, UNITI FIBER Larry O’Neill, Director of the Wireless Transport Product & Marketing, VERIZON PARTNER SOLUTIONS

12:30PM NETWORKING LUNCH

2019 Speakers

John C. NolanVP - National Access

Management - AT&T GlobalConnection Management

AT&T

Travis KellerDirector

ALTMAN VILANDRIE & CO.

Kevin GenieserSenior Partner & Member of the

Investment CommitteeANTIN

David WuenschVP - Business Development

AXCENT NETWORKS

James HenryCo-Founder & Senior Managing

DirectorBANK STREET GROUP LLC

Paul SavillSVP Core Network & Technology

SolutionsCENTURYLINK

Sharif FotouhFounder & CEO

COMPASS DATACENTERS

Ben EdmondCEO & Founder

CONNECTED2FIBER

Colby SynesaelManaging Director & Senior

Research AnalystCOWEN & CO

Hugh CarspeckenCEO

DARTPOINTS

Ed d’AgostinoVP & GM

DE-CIX NORTH AMERICA

Paul VasilopoulosPartner

DH CAPITAL

Marc C. GanziFounder & CEO

DIGITAL BRIDGE HOLDINGS

Joshua SnowhornFounder & CSOEDGEMICRO

Guillaume CrennCTO OfficeEKINOPS

29 - 31 January 2019, MiamiMETROCONNECTUSA

Jan VeselyPartner

EQT PARTNERS

Bart OskamCTO

EUROFIBER GROUP

Brett LindseyPresident & CEOEVERSTREAM

Jim HydePresident & CEO

EXTENET SYSTEMS

Gregory SpraetzSVP & GM

EXTENET SYSTEMS

Kurt Van WagenenPresident & CEO

FIRSTLIGHT

Chad CrankManaging Director & Partner

GRAIN MANAGEMENT

Chris McKeeGeneral Council & EVP Corporate

DevelopmentGTT

Mary StanhopeFounder, Principle Consultant

IMARKET2

Chris MoonManaging Director in Telecom &

Technology BankingGroupING

Muntazir MehdiPrincipal Development Manager,

Azure Simulator &Optimization Platform

MICROSOFT

Andrew LipmanSenior Partner & Chair,

Telecommunications, Media &Technology Practice

MORGAN, LEWIS & BOCKIUS

Jason HillManaging Director

MVP CAPITAL

Jack DemersCTO

NETLY FIBER

Hunter NewbyOwner

NEWBY VENTURES

29 - 31 January 2019, MiamiMETROCONNECTUSA

Miles Loo Jr.EVP & Global Lead, Valuation &

Advisory, Data CenterConsulting Group

NEWMARK KNIGHT FRANK

Rich LeeCEO

PUREPORT

Jonathan AtkinManaging Director

RBC CAPITAL MARKETS

Jason WalkerManaging Director - Cloud &

Service Provider BusinessDevelopment, IT DivisionSCHNEIDER ELECTRIC

Timothy G. BiltzPresident & CEO

SEGRA (FORMALLY LUMOS NETWORKS & SPIRITCOMMUNICATIONS)

Todd HolderManaging Director in the

Communications, Media &Technology Investment Banking

GroupTD SECURITIES

Erik KreifeldtPrincipal Analyst

TELEGEOGRAPHY

Tony RossabiEVP & CROTIERPOINT

Greg OrtylSVP Wholesale & Wireless Sales

UNITI FIBER

Cole CrawfordCEO

VAPOR IO

Larry O’NeillDirector of the Wireless

Transport Product & Marketing

VERIZON PARTNER SOLUTIONS

Ali MarashiSVP of Engineering,

CTOVXCHNGE

Jennifer FritzscheManaging Director & Senior Equity Analyst

WELLS FARGO SECURITIES

Dan CarusoChairman & CEO

ZAYO

Jack WatersPresident Fiber

Solutions & CTOZAYO

29 - 31 January 2019, MiamiMETROCONNECTUSA

Ray LaChanceCo-Founder & CEOZENFI NETWORKS

29 - 31 January 2019, MiamiMETROCONNECTUSA

Key themes

STRATEGIC DISCUSSIONS INCLUDED:

Wireless providers are projected to spend $275 billion in the US to build 5G

Industry predictions of connections to 25 billion devices, and 50 billion installed or embedded sensors

Fiber optic contracts, could go up to 25 years

Wireless carriers need to connect their 5G base stations—small cells—to high-speed, high-bandwidth wireline networks

Source: www.capacitymedia.com Source: www.data-economy.com Source: www.forbes.comSource: www.fiercetelecom.com

HEAR ABOUT: “THE CRITICAL ROLE OF

INFRASTRUCTURE IN 5G DEPLOYMENT”

HOW WILL THE INDUSTRY PREPARE FOR THE INFLUX:

“SHAPING THE NEXT STAGE OF EVOLUTION

FOR THE COMMUNICATIONS INFRASTRUCTURE

COMMUNITY”

HOW WILL 5G CONNECT ALL ELEMENTS OF THE COMMUNICATIONS INFRASTRUCTURE COMMUNITY:

Mobile operators will need at least 10 times the number of outdoor urban cells for 5GSource: www.capacitymedia.com

Fiber functions as the nerve system to the mobile network

UNDERSTAND HOW THE KEY LEADERS ARE: “SHAPING

THE NEXT STAGE OF EVOLUTION FOR THE

COMMUNICATIONS INFRASTRUCTURE

COMMUNITY”

Source: www.cbinsights.com

TO VIEW THE FULL AGENDA

Autonomous driving networks go far beyond the innovation of a single product, and are more about innovating system architecture and business models

LOOK INTO THE EXCITING FUTURE AND HEAR ABOUT:

AUTONOMOUS CARS: ARE WE READY?

Source: www.capacitymedia.com

TO UNDERSTAND HOW THE FIBER INDUSTRY WILL PREPARE FOR THESE CONNECTED DEVICES, LISTEN TO:

Thank you to the 2019 sponsors

29 - 31 January 2019, MiamiMETROCONNECTUSA

Gold sponsors

Silver sponsors

Associate sponsors

METROCONNECTUSA

www.capacitymedia.com/events/metro-connect-usa