Tuesday, August 9, 2016
Golf Tournament, Bandwidth and Brews, and Welcome
St. Julien Hotel
900 Walnut Street
Boulder, CO 80302
Cowen and Company is excited to announce its 2nd Annual Communications Infrastructure Summit at the St. Julien Hotel in Boulder, CO, on Tuesday, August 9th. The dual track summit will include a balanced number of company presentations and thematic panels focusing on the three aspects of communications infrastructure including fiber, co-location, and towers. While there are many investor/industry conferences that touch on various aspects of each group, our intention is to more holistically compare/contrast each business and identify themes that run across the groups that we hope will provide a better appreciation of thematic tailwinds and investment opportunities present in their businesses.
The Summit will kick off the morning of the 8th, with a golf tournament open to all attendees, but space is limited. Golf will be followed by a late afternoon “Bandwidth and Brews” pub crawl co-hosted by Zayo and Level 3. Bandwidth and Brews will include a few “communications” oriented talks and conclude with a BBQ reception that evening at the St. Julien Hotel. In addition, we will host workshops the morning of the Summit led by industry experts on topics including fiber supply/demand trends, data center supply/demand trends, and small cells/DAS. Attendees will include a broad range of buy-side, private equity, and corporate executives. We look forward to seeing you in beautiful Boulder!
Look for registration details in early May.
Confirmed Speakers (so far):
- Akamai Technologies, Tom Barth, Head of Investor Relations
- ATLANTIC-ACM, Aaron Blazar, Senior Partner (small cell/DAS expert)
- AT&T, Andre Fuetsche, SVP Architecture and Design
- Berkshire Partners, John Kelly, Advisory Director (Chairman of Lightower, former CEO Crown Castle)
- Bluebird Network, Michael Morey, President & CEO
- CBRE, Jeffrey West, Director of Data Center Research & Analysis
- Center Electric, Jay Adelson, General Partner (co-founder of Equinix)
- Charlesbank Capital Partners, Michael Choe, Managing Director & President
- Cogent Communications, Dave Schaeffer, CEO
- Columbia Capital, John Siegel, Partner
- Colt, Hugo Eales, CFO
- CoreSite Realty, Tom Ray, President & CEO
- Crown Castle, Mike Kavanagh, President of DAS
- CyrusOne, Gary Wojtaszek, President & CEO
- Digital Bridge, Marc Ganzi, CEO
- DuPont Fabros Technology, Jeffrey Foster, CFO
- Equinix, Sara Baack, CMO
- Everstream, Brett Lindsey, President & CEO
- EXFO, Philippe Morin, COO
- ExteNet Systems, Ross Manire, CEO
- Gigamon, Mike Burns, CFO
- Gigamon, Andy Huckridge, Senior Director of Service Provider Solutions
- GTT Communications, Mike Sicoli, CFO
- Level 3 Communications, Jeff Storey, CEO
- Lightower, Rob Shanahan, CEO
- Lumos Networks, Tim Biltz, CEO
- M/C Partners, Gillis Cashman, Partner
- Madison Dearborn Partners, Scott Pasquini, Director
- Pamlico Capital, Scott R. Stevens, Partner
- PEG Bandwidth, Michael Friloux, CEO
- QTS, Jeff Berson, CIO
- TeleGeography, Stephan Beckert, VP, Strategy (fiber expert)
- TierPoint, Andy Stewart, CSO
- VeloCloud, Mike Wood, VP of Marketing
- Viptela, Amir Khan, CEO
- Zayo, Dan Caruso, CEO
- Zayo, Dave Jones, CTO
- Zayo, Alastair Kane, Managing Director of Northern Europe
Hosted by Cowen Equity Research and Investment Banking
Communications Infrastructure: Colby Synesael and Edward Rubin
Telecom Equipment: Paul Silverstein
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