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SNL Kagan Multichannel Summit - November 2013  -  November 11, 2013

November 11, 2013
8:00 am

Monday, November 11

Registration and Continental Breakfast

* Please note times of sessions subject to change

8:30 am

Welcome and Industry Overview

Robin Flynn
Research Director
SNL Kagan
9:00 am

Keynote - Executive Q&A, Session 1

 

 MSO Keynote 2013 Stern Head Shot

Peter C. Stern
EVP & Chief Strategy, People & Corporate Development Officer
Time Warner Cable Inc.
9:30 am

Keynote - Executive Q&A, Session 2

Craig Moffett
Craig E. Moffett
Partner and Senior Research Analyst
MoffettNathanson, LLC
10:00 am

Networking Break

Sponsored by 
Comcast Wholesale
10:15 am

Cable Operator Panel

Cable Economics 2020: The Future of Revenues & Returns 
  • Cable economic models are under pressure from rising programming costs, intensifying video competition, and consumer demands for ever-higher broadband speeds.  How should operators respond? How will they maintain their competitive positioning and at the same time grow cash flow and asset value?
  • What will the bundle of the future look like, and what role will video play?  What will be charged for video, HSD and phone services?  How can MSOs ensure future revenue expansion?
  • How should cable operators respond to rising retrans and sports network costs?  Is à la carte really an option?
  • Will MSOs ever turn around basic sub declines and if so when?
  • Can MSOs keep winning the battle for market share in broadband? 
  • What is the potential and economics of commercial services, voice, advanced advertising, and VOD revenue streams?
Steven Cochran
President
WideOpenWest Networks
Patrick McAdaragh
President and Chief Executive Officer/Owner
Midcontinent Media, Inc. and Midcontinent Communications
Thomas O. Might
President and CEO
Cable ONE
John G. Pascarelli
Executive Vice President, Operations
Mediacom Communications Corp.
Marci Ryvicker, CFA, CPA
(Moderator)
Managing Director, Equity Research: Media and Cable
Wells Fargo Securities, LLC
Vin Zachariah
Senior Vice President, Residential Services
BCI Broadband
11:30 am

Networking Break

11:45 am

Finance Panel

Cable Deals, Values & Finance:  Who Wins and Who Loses in the Push to Consolidate 
  • The second half of 2013 has been characterized by a level of deal talk not seen for years, as consolidation moves from smaller MSOs to potential combinations among the Top 10 operators.  What is driving the urge to merge, who might be involved and what benefits will consolidation bring?
  • What is the time frame for large, industry-changing deals? How big will the top five MSOs get?
  • How are cable and multichannel assets being valued?  What is driving the increase in values in the private and public markets?  What multiples of cash flow make sense?
  • How do investors see the future of competition, revenue growth and innovation in the industry?
  • What are the biggest threats that the cable industry faces?
  • What is the availability of debt and equity: at what pricing and leverage multiples?
Jeffrey  Brandon
(Moderator)
Managing Director
Waller Capital
Charles Fisher
Senior Vice President, Corporate Finance
Charter Communications
Richard P. Gabriel
Managing Director, Debt Capital Markets
JPMorgan
James M. Gleason
President and CEO
Clarity Telecom
Brendan Scollans
Partner
Avista Capital Partners
12:45 pm

Luncheon

2:00 pm

Executive Q&A, Session 3

Terry Denson
Terry Denson
Vice President, Content Acquisition & Strategy
Verizon
2:30 pm

The Changing Economics of Cable Networks

How is the Cable Network Model Evolving and What's The Future Outlook?

  •  What are the current valuation benchmarks for cable networks, and what is the outlook for M&A in the sector? What will be the valuation benchmarks?
  • How is the business model for cable networks evolving?  What is the value of digital rights and what is being paid today?
  • What is the potential for more major carriage stand-offs and disputes with multichannel operators over the level of carriage fees?
  • How do distributors decide which networks to launch and on which tier?  What financial incentives are necessary?  What impact does networks offering equity to multichannel operators have on their success? 
  • Will cable network advertising remain strong?  How will DVR viewing impact growth rates?  Will the broadcast-cable CPM gap ever closer.
  • Why do new networks continue to launch?  What will be the impact of Fox's expansion into sports networks on other networks like NBC Sports, ESPN, etc.? What is the outlook for up and coming networks, and how many sports networks are viable?
William J. Abbott
President & CEO
Crown Media Holdings, Inc.
Derek Baine
(Moderator)
Research Director
SNL Kagan
Alexander P. (Sandy) Brown
President and CEO
ONE World Sports
Macelon D'sa
Senior Vice President, Ad Sales Finance Cable Entertainment and Network News
NBC Universal, Inc.
Craig Sloan
Senior Vice President, National Advertising Sales
Home Team Sports, a division of Fox Sports Media Group
3:45 pm

Networking Break

Sponsored by 
One Caribbean Television
4:00 pm

Alternative Video Delivery

Online video services and other Disruptors: Business Models, Potential and Pitfalls
  • What are the strategies designed to supplant the current multichannel video model? Is the primary opportunity to augment existing services or is there a viable replacement strategy?
  • How big is the opportunity and what are the hurdles facing the new models?
  • How can services re-imagine the current big subscription package, and is there room to adjust the bundled programming model?  What are the areas of greatest innovation and potential around programming?
  • How are business models developing?  Will a monthly subscription emerge as the principal revenue stream or is there a future for a la carte? Can targeted advertising make up for smaller subscription packages?
  • Can alternative providers compete head-to-head with traditional multichannel packages?  Is there a role for traditional service providers in the new delivery model? Will price be the main differentiator or will innovation be the driver?
  • What is the role of devices and device ecosystems in the developing models? Can alternative providers tap into consumer electronics devices or differentiate by introducing their own devices?
Richard Bullwinkle
Head of Television Innovation, PIT
Samsung Electronics
Kun Gao
CEO and Founder
Crunchyroll
Thomas Ahn Hicks
Head of Business Development and Strategy
adRise, Inc.
Graham Kill
CEO
Irdeto
Ian Olgeirson
(Moderator)
Principal Analyst
SNL Kagan
Marty Roberts
Senior Vice President, Sales & Marketing
thePlatform
5:00 pm

Cocktail Reception

William J. Abbott
President & CEO, Crown Media Holdings, Inc.
 
Derek Baine
Research Director, SNL Kagan
   
Jeffrey  Brandon
Managing Director, Waller Capital
   
Alexander P. (Sandy) Brown
President and CEO, ONE World Sports
  
Richard Bullwinkle
Head of Television Innovation, PIT, Samsung Electronics
  
Steven Cochran
President, WideOpenWest Networks
 
Terry Denson
Vice President, Content Acquisition & Strategy, Verizon
 
Macelon D'sa
Senior Vice President, Ad Sales Finance Cable Entertainment and Network News, NBC Universal, Inc.
  
Charles Fisher
Senior Vice President, Corporate Finance, Charter Communications
 
Robin Flynn
Research Director, SNL Kagan
 
Richard P. Gabriel
Managing Director, Debt Capital Markets, JPMorgan
   
Kun Gao
CEO and Founder, Crunchyroll
   
James M. Gleason
President and CEO, Clarity Telecom
  
Thomas Ahn Hicks
Head of Business Development and Strategy, adRise, Inc.
 
Graham Kill
CEO, Irdeto
   
Patrick McAdaragh
President and Chief Executive Officer/Owner, Midcontinent Media, Inc. and Midcontinent Communications
   
Thomas O. Might
President and CEO, Cable ONE
  
Craig E. Moffett
Partner and Senior Research Analyst, MoffettNathanson, LLC
 
Ian Olgeirson
Principal Analyst, SNL Kagan
   
John G. Pascarelli
Executive Vice President, Operations, Mediacom Communications Corp.
 
Marty Roberts
Senior Vice President, Sales & Marketing, thePlatform
  
Marci Ryvicker, CFA, CPA
Managing Director, Equity Research: Media and Cable, Wells Fargo Securities, LLC
  
Brendan Scollans
Partner, Avista Capital Partners
 
Craig Sloan
Senior Vice President, National Advertising Sales, Home Team Sports, a division of Fox Sports Media Group
   
Peter C. Stern
EVP & Chief Strategy, People & Corporate Development Officer, Time Warner Cable Inc.
  
Vin Zachariah
Senior Vice President, Residential Services, BCI Broadband
 
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Event Date:
November 11, 2013
Event Location:
Union League Club
38 E. 37th Street
New York, NY, US
Registration Fee:
$995 
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The SNL Kagan Multichannel Summit is for:

  • Senior MSO executives involved with strategy, finance and development
  • Content and cable network executives
  • Senior development executives at technology providers
  • Buy-side investors, including private equity professionals, portfolio managers and senior analysts
  • Investment banking directors
Event Date:
November 11, 2013
Venue:
Union League Club
38 E. 37th Street
New York, NY, US
Phone:
(212) 685-3800
Accommodations:

The Union League Club's accommodations are usually reserved exclusively for members; however, a limited number of rooms have been reserved for program attendees starting at $249 per night, exclusive of taxes and fees. These rooms are available through October 25, 2013 or until the block is filled, whichever comes first. 

To reserve your room, please call the Union League Club directly at 212 685-3800 and mention the SNL Kagan Multichannel Summit.


What is the dress code?
Formal business attire.

What is included in my registration fee?
Your registration includes all conference materials, plus continental breakfast, luncheon, refreshment breaks and cocktail reception.

What is the cancellation policy?
Cancellations for this program are eligible for a full refund, less a $150.00 administrative fee, if received at least 15 business days prior to the start of the program. Cancellations received after that date but at least 5 business days prior to the start of the program receive a credit in the amount of the registration fee, less a $150.00 administrative fee, to attend another SNL Knowledge Center program within 13 months. Cancellations received fewer than 5 business days prior to the start of the program are not eligible for a refund or credit.

Attendee substitutions from the same company may be made at any time.

In the event of a cancellation from a group discount, refunds or credits are issued beginning with the most heavily discounted price, minus a $150.00 administration fee.

"No shows" - or those who cancel within 15 days of the program - and have registered under the Invoice option, remain liable for the full program fee.

SNL Knowledge Center reserves the right to cancel/change programs, content, speakers or venue at any time. SNL Knowledge Center reserves the right to make portions of the program registration information available to program sponsors. SNL Knowledge Center will not be held liable for any costs incurred by registrant due to individual registration cancellation. In the event that a seminar is cancelled due to inclement weather, faculty cancellation or force majeure, SNL Knowledge Center will refund the registrant's tuition in full, however SNL Knowledge Center will not be liable for incidental or consequential out of pocket expenses incurred by the registrant. If you have questions regarding SNL Knowledge Center's refund, complaint or program cancellation policy, please call us at (434) 951-7786.
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