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2020 5G Forum - Part IV
June 18, 2020, ** Zoom Meetings ** , New York
Conference Coordinator: Monica Meehan
2020 5G Forum - Part IV
June 18, 2020, ** Zoom Meetings ** , New York
Conference Coordinator: Monica Meehan

Wells Fargo Securities Research, Economics & Strategy

2020 Wells Fargo 5G Forum - Part IV
The Wheels are (Finally) Turning


Please join us June 18th for our 4th annual 5G Forum.  In an abundance of caution and to ensure the safety of all involved, we will modify the 2020 5G  Forum to a fully virtual event.

In Chapter 4 of our conference series we do a deep dive to determine where we are in the 5G transformation. The forum will examine all aspects of 5G - architecture (fiber / small cells), differing spectrum needs, impact on competitive landscape, IoT, ESG aspects, equipment and which carrier (and infrastructure player) is best positioned to benefit or has benefitted thus far from 5G.

The format of this event consists of 30 minute Virtual one-on-one & Analyst hosted Group Meetings.

Please review the information below as you prepare for the conference and contact us with any questions.

Thursday, June 18

7:30 a.m. - 5:00 p.m. EST
Sessions and scheduled one-on-ones and group meetings in 30-minute timeslots.

Detailed Agenda

7:30 a.m. EST - 8:00 a.m. EST
Framing up the 5G Opportunity - Discussion with Iain Gillott, Founder, iGR Research (Private)

Moderated by: Davis Hebert, Wells Fargo

8:00 a.m. EST - 8:30 a.m. EST 
Verizon Communications (VZ)

Speaker:
Adam Koeppe, SVP, Network Technology Strategy and Planning

Moderated by: Jennifer Fritzsche, Wells Fargo

8:30 a.m. EST - 9:05 a.m. EST
Panel Session - The Role of The Macro Tower in the 5G Network Build

Speakers:
Danny Agresta, CEO, APC Towers
Ron Bizick, CEO, Tarpon Towers
Alex Gellman, CEO, Vertical Bridge

Moderated by: Jennifer Fritzsche, Wells Fargo

9:10 a.m. EST - 9:40 a.m. EST
AT&T (T)

Speaker:
Andre Fuetsch, Chief Technology Officer, Network Services

Moderated by: Jennifer Fritzsche, Wells Fargo

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9:40 a.m. EST - 9:50 a.m. EST  Break
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9:50 a.m. EST - 10:20 a.m. EST
Digital Colony (Private)

Speaker:
Marc Ganzi, Current CEO, Digital Colony & Incoming CEO of Colony Capital

Moderated by: Jennifer Fritzsche, Wells Fargo

10:25 a.m. EST - 10:55 a.m. EST
Exploring the 5G Revenue Model - Discussion with Tavistock

Speaker:
Kenneth DiScipio, Managing Director of Business Development & Strategic Relationships, Tavistock (Private)

Moderated by: Davis Hebert, Wells Fargo

11:00 a.m. EST - 11:30 a.m. EST
Putting the 5G Infrastructure Pieces Together - Discussion with Peter Rysavy, Founder, Rysavy Research

Moderated by: Jennifer Fritzsche, Wells Fargo

11:35 a.m. EST - 12:05 p.m. EST
Juniper Networks (JNPR)

Speaker:
Kevin Hutchins, SVP of Strategy and Corporate Development

Moderated by: Aaron Rakers, Wells Fargo

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12:05 p.m. EST - 12:20 p.m. EST  Break
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12:20 p.m. EST - 12:50 p.m. EST
Panel Session ·Fiber at the Forefront
ExteNet Systems Inc. (Private); Uniti Group Inc (UNIT); Zenfi Networks, Inc. (Private)

Speakers:
Jim Hyde, CEO, ExteNet Systems Inc
Ron Mudry, Chief Revenue Officer, Uniti Group Inc Ray LaChance, Co-Founder & CEO, Zenfi Networks, Inc.

Moderated by: Davis Hebert, Wells Fargo

12:55 p.m. EST - 1:25 p.m. EST
T-Mobile US (TMUS)

Speaker:
Neville Ray, President of Technology

Moderated by: Jennifer Fritzsche, Wells Fargo

1:30 p.m. EST - 2:00 p.m. EST
A View Through the 5G Looking Glass - A Conversation with FCC Chairman Ajit Pai

Moderated by: Jennifer Fritzsche, Wells Fargo

2:05 p.m. EST - 2:35 p.m. EST
Role of the Ever Evolving Edge - Discussion with Cole Crawford, CEO, Vapor IO

Moderated by: Jennifer Fritzsche & Aaron Rakers, Wells Fargo

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2:35 p.m. EST - 2:45 p.m. EST  Break
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2:45 p.m. EST - 3:15 p.m. EST
Exploring 5G through the Lens of the Equipment Provider - Discussion with JMA Wireless

Speaker:
Todd Landry, Corporate VP, Product and Market Strategy, JMA Wireless

Moderated by: Aaron Rakers, Wells Fargo

3:20 p.m. EST - 3:50 p.m. EST
RDOF, Broadband Mapping, eRate and More - Updates on Current Issues Facing the Broadband Industry - Discussion with Jonathan Spalter, CEO of USTelecom

Moderated by: Jennifer Fritzsche, Wells Fargo

3:55 p.m. EST - 4:25 p.m. EST
Alternative Infrastructure Discussion with Loon

Speaker:
Henry de Chaille, Head of Business Development, Loon (Private)

Moderated by: Jennifer Fritzsche, Wells Fargo

4:30 p.m. EST - 5:00 p.m. EST
Will Washington Topple Tech and Telecom?
Regulatory Discussion with Robert Quinn, Partner, Wilkinson Barker Knauer, LLP

Moderated by: Jennifer Fritzsche, Wells Fargo

Investor one-on-ones


We will be hosting one-on-one meetings in 30-minute slots.  Please submit one-on-one requests when registering online or contact your Wells Fargo Securities sales representative.

Participating Companies

Click here to view a list of participating companies

Registration

  
 Register to attend by
 Friday, June 12


To register for this event click on the Registration tab at left


Key Dates

June 4:
One-on-one requests due

June 9:
Companies to receive one-on-one schedules

June 11:
Investors to receive one-on-one schedules

Contact information

General inquiries
Monica Meehan
704-383-9521

monica.meehan1@wellsfargo.com


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