Thursday, November 18

Registration and continental breakfast open at 7:30 a.m

9:00 a.m.

Opening Remarks

Robin Flynn

Senior Analyst and Associate Director, SNL Kagan

9:15 a.m.

Keynote Address

Kyle McSlarrow

President and CEO, NCTA

9:45 a.m.

FCC Address: Outlook for the Future

William Lake

Chief, Media Bureau, Federal Communications Commission

10:15 a.m.

Ranking Risk and Opportunities for MSOs

Edward T. Holleran, Jr.

President and COO, Atlantic Broadband, Inc.

Sam Howe

EVP and CMO, Time Warner Cable, Inc.  

Marci Ryvicker

Director, Wells Fargo Securities

Michael Willner

Vice Chairman and CEO, Insight Communications

Craig Moffett (moderator)

Senior Analyst, Sanford C. Bernstein and Co.

 

•	Cable's most fertile opportunities for revenue and ARPU growth
•	Driving customer growth across multiple business lines
•	How to win back basic subs
•	How MSOs are winning the battle for market share in broadband and beyond
•	Assessing regulatory risk in pricing and retransmission
•	Technology opportunities and threats: voice, wireless, HD, 3D and DVR
•	The potential of commercial service, cellular back-haul, advanced advertising and other revenue streams
•	How to grow margins and contain programming costs
•	New service opportunities made possible by developing technology

 

11:30 a.m.

Refreshment Break

11:45 a.m.

Cable Deals and Valuations

Blake Battaglia

Principal, ABRY Partners

Mark Bernier

Managing Director, GE Capital

Ben Colabrese

VP, Corporate Development, Rogers Communications, Inc.

Earle MacKenzie

EVP and COO, Shentel

Thomas C. Uger
Managing Director, Kohlberg, Kravis Roberts & Co.

Jeffery A. Brandon (moderator)

Managing Director, Waller Capital Partners

 

•	How long will the active deal market continue?
•	How are cable systems and MSOs being valued?  What are multiples and VPS levels in the private and public markets?
•	What is driving deals, and how many other mid-sized MSOs may go on the block?
•	What sorts of returns are private equity firms targeting and how do they get there?
•	What is the availability of debt and equity, and at what pricing and leverage multiples?
•	Will telcos become more aggressive acquirers of assets?
•	What are the biggest risks and opportunities?
•	How do financiers, analysts and deal-makers view regulatory risk?
•	Will larger MSOs be buyers or sellers?

 

1:00 p.m.

Luncheon

• 2:15 p.m.

• The Changing Economics of Basic Cable and Regional Sports Networks

• Patrick Baldwin

• SVP, Affiliate Sales and Corporate Development, Retirement Living TV

Macelon D'Sa

SVP, Ad Revenue Planning and Analysis, Discovery Communications

Anthony DiClemente

Analyst, Barclays Capital

Sean Riley

SVP, Affiliate Sales and Marketing, Fox Networks

Michael Schwimmer

CEO, SiTV

Derek Baine (moderator)
Senior Analyst and Associate Director, SNL Kagan

 

•	How will new measurement services impact the way ad sales are generated for cable networks? Can the Nielsen ratings monopoly finally be broken?
•	Enhanced ads: a better concept for monetizing local ad inventory?
•	Will new services allow smaller channels to more effectively monetize inventory?
•	Why do new networks continue to launch?
•	Does every league/group need its own channel?
•	What are the current valuation benchmarks for cable networks, and what is the outlook for M&A in the sector?
•	How has the recession changed the the critical drivers for the economics of basic cable?
•	How will cable networks increase program spending post-recession?
•	Will more spend on original programming mean more valuable networks or less? Will investors view $2 million/hour budgets for programming as adding additional risk or building value for the future?
•	Will there be fewer or more channels on the air a decade from now?

•  
• 3:30 p.m.

•  

  Refreshment Break

  3:45 p.m.

  Tapping New Advertising Models

  Michael Finn

  Vice President, Advertising Sales, Dish Network

  Joan Gillman

  EVP/President, Media Sales, Time Warner Cable

  Patrick Knorr

  CEO, Knorr Solutions

  Mark Piesanen

  Director of Strategic Partner Development - Television, Google

  David Porter

  VP, Marketing and New Media, Cox Communications

  Nick Troiano

  President, Black Arrow

  Ian Olgeirson (moderator)

  Senior Analyst, SNL Kagan

  •	How quickly will EBIF and Tru2Way Deployments gain national footprint?
  •	What are the opportunities around RFI and Targeting models? What is the impact on CPMs? How quickly can national inventory be established?
  •	How does mobility impact the landscape and is there an opportunity for additional ad models?
  •	Is there an opportunity for dynamic DVR or VOD advertising?
  •	How might next generation user interfaces impact advertising opportunities?
  •	Can TV Everywhere play a role in mitigating the threat from internet advertising?

   

  5:00 p.m.

  Cocktail Reception