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Agenda Last Updated On: Tuesday, May 21, 2013 |
Day One: Thursday, May 30, 2013
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7:45 Registration and Breakfast Courtesy of: 
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Opening Welcome By: Jeffrey Moerdler, Member, MINTZ LEVIN [ BIO ]
8:40 Macro Trends, The Economy & Their Data Center Impact
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Mini-data centers Software defined networks and the future role of the router Flash, not Gordon We are a data center and wed like to help the federal government New server & network developments Markets with excess capacity Changing/blending of business models Telcos coming back in Impact of consolidation Shrinking servers and cloud impact Which of these trends will be totally disrupt the future of data centers? Capital flow into the market Will demand growth continue?
Session Chair: Tom Watts, Managing Member, WATTS CAPITAL, LLC [ BIO ]
Panel Participants: Philip Johnston, Territory Sales Manager, EXTREME NETWORKS [ BIO ]
Eric Wells, Vice President, Data Center Services, FIDELITY INVESTMENTS [ BIO ]
Rob Stevenson, Managing Director - Head of U.S. REIT Research, MACQUARIE [ BIO ]
James Breen, Senior Analyst, Internet Infrastructure Equity Research-Communications Services, WILLIAM BLAIR [ BIO ]
9.25 The President/CEO Wholesale Panel: What is the Right Formula for Organic
vs. Inorganic Growth?
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Cost of integrating new companies and facilities Build vs. buy vs. partner: Managed services International acquisitions Expanding through joint ventures Financing growth through private vs. public markets Prioritizing your capital Looking for organic growth in the retail sector Role of modularity and other innovations in decreasing organic growth costs Cross-border acquisitions
Session Chair: Miles Loo Jr., Executive Director, CUSHMAN & WAKEFIELD WESTERN, INC. [ BIO ]
Panel Participants: Chris Dolan, President & CEO, 365 MAIN
Hunter Newby, CEO, ALLIED FIBER, LLC [ BIO ]
Todd Coleman, COO, COLOGIX [ BIO ]
John Sabey, CEO, SABEY DATA CENTER PROPERTIES [ BIO ]
Pete Marin, President, T5 DATA CENTERS [ BIO ]
Jim Trout, CEO, VANTAGE DATA CENTERS [ BIO ]
10:40 Refreshments Courtesy of: 
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| Please Choose Track 'A' or 'B' |
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10:55A Capacity Planning/Scale/Scalability/Rightsizing/Density
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True utilization measures How high is high? Can density trendscontinue? Measuring customers demand now and in the future Powercapacity issues Demands of new vs. old technology Capacity planning for critical systems including power, cooling and storage Forecasting estimated growth Is a full data center a good thing or bad planning? Scale planning in over-crowded market Putting a number on economies of scale and its impact on pricing Ability to scale down Equipment combinations Optimization & demand capacity forecasting Finding & using lost capacity Efficiently managing peaks and valleys
Session Chair: Joe Higgins, VP of Engineering, FIDELITY INVESTMENTS [ BIO ]
Panel Participants: Brent Behrman, Senior Vice President, COMPASS DATACENTERS
Colton N. Brown, Regional Director, Sales & Leasing, DUPONT FABROS TECHNOLOGY [ BIO ]
Isaac Fieg, AVP & Data Center Manager, KNIGHT CAPITAL GROUP
Hector R. Diaz, Principal, DIAZ CONSULTING [ BIO ]
Joe Reele, VP Solution Architect, SCHNEIDER ELECTRIC
10:55B Local/State Survey of Taxes & Legislation, Measuring their Value in Multi-Variable Analysis & their Role in Site Selection
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Finding programs that are already on the books vs. the cost of negotiated deals Strategies to get more incentives Site selection process and timeline Customer proximity vs. cost Impact that site choices have on the projects schedule and ability to be sustainable Factoring in power and climate Are local salaries a factor? Green initiatives Access to fiber: Is it readily available in rural America?
Session Chairs: James W. Grice, Partner, LATHROP & GAGE LLP [ BIO ]
Session Chair: Jeremiah Lynch, Principal, RYAN, LLC
Panel Participants: Kent Hill, Senior Economic Development Manager, DOMINION VIRGINIA POWER [ BIO ]
Brian File, Senior Manager, Economic Development, KCP&L
Buddy Rizer, Assistant Director, LOUDOUN COUNTY DEPARTMENT OF ECONOMIC DEVELOPMENT [ BIO ]
Tim O'Brien, Manager of Economic Development, OMAHA PUBLIC POWER DISTRICT [ BIO ]
Spencer Sessions, Target Market Specialist-Data Centers, TVA ECONOMIC DEVELOPMENT [ BIO ]
11:55A Services: Build vs. Buy vs. Acquire
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Cost and capital expenditures of partnership approach How important is control? The 4th option: The joint venture What type of value-added service are you looking to add? What are the means you are considering to add the service? Is this addition being requested by existing companies or are you trying to reach new customers? What is your approach to adding cloud services? Acquiring software partners: When is it a good idea? Buying managed services from a competing data center
Session Chair: Bo Bond, Managing Director, JONES LANG LASALLE [ BIO ]
Panel Participants: Carl Strang III, Managing Member, 6/10 CORP.
Tim Kiser, Owner and Founder, COLO ATL [ BIO ]
Paul Schlattman, Vice President, Mission Critical Facilities, ESD - ENVIRONMENTAL SYSTEMS DESIGN, INC. [ BIO ]
Erik Levitt, CEO, OPEN DATA CENTERS
11:55B No Excuse for Downtime: Evaluating Availability
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Is there more downtime or is it better reporting? SLA issues-What are reasonable financial penalties? The quest for 6-9s Do people cause downtime? Site selection - is staffing taken into consideration? Optimizing automation Emergency procedure practices & procedures
Session Chair: Peter Panfil, Vice President, Global Power Sales, EMERSON NETWORK POWER [ BIO ]
Panel Participants: Jack Pressman, Managing Director, CYBER INNOVATION LABS, LLC [ BIO ]
Jeffrey Moerdler, Member, MINTZ LEVIN [ BIO ]
Peter Kazella, Principal, PETER KAZELLA & ASSOCIATES, INC / PKAZA LLC
Robert Massie, Director, Quality Systems, Mission Critical Services & Software, SCHNEIDER ELECTRIC
12:40A Acquisitions & Growing your Footprint, Local Demand/Supply Drivers and how to Decide Between NFL Cities/Suburban Sprawl/Rural America
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Sustainable site selection Considering permits and build time Factoring in your competitive advantage The changing landscape of power, land and tax incentives What geographies are starting to show signs of over-building? Demand for wholesale vs. retail space Considering local redundancy capacity Single sector cities: How is the sector performing? Evaluating public sector demand Challenges of high-rise data centers Proximity to customer The NYC market Cost of connectivity Evaluating your customer base and where they are going Acquisition terms Valuation without comps Company vs. portfolio vs. single site acquisitions Sources of acquisition Site integration & marketing strategy Valuing the existing leases Pricing and cap rates On May 30, 2013 the next big market is
Session Chair: Curt Holcomb, Executive Vice President, JONES LANG LASALLE [ BIO ]
Panel Participants: Christof Hammerli, Senior Vice President Acquisitions, CARTER VALIDUS [ BIO ]
Stephen Verp, Director of Real Estate, DIGITAL REALTY TRUST
Patrick Shelly, RUDIN MANAGEMENT COMPANY, INC
James W. Grice, Partner, LATHROP & GAGE LLP [ BIO ]
12:40B Distribution of Data Center Services Including White Label Strategies
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How has the customer profile of data centers changed? How much do white label services cost? Where is the demand coming from? Agents and strategic partners Cloud services Appearance, policy, support Partner vs. white label: Why? What do you tell the customer?
Session Chair: Philbert Shih, Managing Director, STRUCTURE RESEARCH LTD.
Panel Participants: Zane Alsabery, CEO, ALCHEMY COMMUNICATIONS, INC. [ BIO ]
David Shepard, Senior Vice President, IO [ BIO ]
Darin Cook, President, STRATITSPHERE [ BIO ]
Rob Stephenson, Chief Marketing Officer, Managing Partner, XAND [ BIO ]
2:25A DCIM: Man vs. Machine
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Definitions and costs Key decision points Deployment realities Real time monitoring, remotely: The advantages and disadvantages How much downtime in caused by people? End to end DCIM coverage in legacy vs. new buildings Sensor densities: What is adequate?
Session Chair: Dan Bodenski, Director, Mission Critical Services, CRB [ BIO ]
Panel Participants: Adam Early, Vice President, Critical Systems & Engineering-Americas Corporate, GOLDMAN, SACHS & CO. [ BIO ]
Christopher McLean, Director of Design & Construction, MARKLEY GROUP [ BIO ]
Jon Gould, Manager-Data Center Management Solutions, SCHNEIDER ELECTRIC
2:25B Totally Cool: All the Strategies; All the Costs; All the Return on Investments
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How much does cooling take out of your operational costs? Identifying your cooling problem areas Losing 70% of your cooling? Improving the efficiency of your existing cooling system vs. ROI of systems that reclaim wasted cooling capacity Giving the tenant cooling control Hot aisle cooling: Can you sell the customer? Air distribution of rack Modularity Should you care about humidity? Leasing out full modules to tenants Natural & free cooling methods: How much do they cost? Secondary cooling system Cooling demands of new equipment
Session Chair: Anton E Self, President & CEO, BASTIONHOST/DATAVILLE [ BIO ]
Panel Participants: Barry Novick, Global Data Center Manager, BLACKROCK, INC. [ BIO ]
Steve Madara, Vice President and General Manager-Global Precision Cooling, EMERSON NETWORK POWER [ BIO ]
Kevin Gerson, Senior Telecom Real Estate Manager, LEVEL 3 COMMUNICATIONS [ BIO ]
3:10A What is the Next Big Service you Need to Offer? How are you Pricing these Services in a Price-Pressured Environment?
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Industry cross connects Adapting to big data Private clouds Security expectations Blast from the past in light of Sandy: Redundancy and business continuity Big vs. small customers More industry specific regulations, more compliance
Is this translating to demand? Are you experiencing pricing pressures? Impact of cheap debt Expenses and their role in pricing Where is pricing getting aggressive? Pricing wholesale vs. retail Pricing upon entering new, mature markets Pricing for long term deals Determining prices of specific managed services
Session Chair: Philbert Shih, Managing Director, STRUCTURE RESEARCH LTD.
Panel Participants: Michael Boccardi, President & CEO, CERVALIS LLC [ BIO ]
Fred Tanzella, CEO, CIRRACORE [ BIO ]
Dany Bouchedid, Chief Executive Officer, COLOTRAQ [ BIO ]
Owen DeLong, IPv6 Evangelist, HURRICANE ELECTRIC [ BIO ]
James Peters, Vice President, QUASAR DATA CENTER
Charles Hoop, Supply and Demand Management, UBS
3:10B Mergers & Acquisitions
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Deal terms Valuation trends Acquiring sites vs. the whole company Telecomm/Data center mergers Meshing product lines Partial acquisitions Branding decisions Personnel integration Looking internationally Public vs. private company acquisitions Hints for companies looking to shop themselves
Session Chair: James Breen, Senior Analyst, Internet Infrastructure Equity Research-Communications Services, WILLIAM BLAIR [ BIO ]
Panel Participants: Todd Clapp, Partner, CATALYST INVESTORS LP
Paul Estes, CEO, CEQUEL DATA CENTERS [ BIO ]
Jonathan A. Schildkraut, Managing Director, Equity Research-Telecom Services & Data Center Services, EVERCORE PARTNERS [ BIO ]
Bill Bradley, Managing Director, WALLER CAPITAL PARTNERS [ BIO ]
4:10 Refreshments Courtesy of:
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4:40A Differentiating your Data Center, Lease & Winning Deals
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Why do some firms need to manage churn? Managed services offered As competition heats up is branding becoming of more importance? The changing sales cycle: How is impacting your business? Creating ecosystems and cross-connects Tenants and the right of first refusal in expansion Lease practices in competitive markets Leasing to colo providers Wholesale vs. retail deals Leasing out full modules to tenants
Session Chair: Michael Allen Seeve, President, MOUNTAIN DEVELOPMENT CORP. [ BIO ]
Panel Participants: Doug Riches, Vice President-Mission Critical Facilities, ALLIED PROPERTIES REIT
John Clune, President, CAVERN TECHNOLOGIES [ BIO ]
Jeffrey Moerdler, Member, MINTZ LEVIN [ BIO ]
Tony Greenberg, CEO, RAMPRATE [ BIO ]
Sean Weaver, Director, RYAN LLC
4:40B Risk Tolerance vs. Cost vs. Future-Proofing for Design, Implementation & Construction
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Conversion vs. new construction Lining up the tenants, pre construction Design impact on insurance rates Cost of redundancy: Real redundancy vs. published standards Cloud redundancy Does it pay designing for a non-data center exit? Backup concept of operations Build time lines Containers and pods Maintaining, replacing or upgrading without disrupting service Generator issues Load balanced systems/active-active architecture
Session Chair: Brad Watford, Senior Electrical Engineer, CRB [ BIO ]
Panel Participants: Joshua Vallario, Director, Data Center Manager, BLACKROCK, INC. [ BIO ]
Mike Ballard, CEO, COBALT DATA CENTERS [ BIO ]
Aaron Isenhart, CEO, President, SHORELINE POWER SERVICES [ BIO ]
Dave J. Leonard, Chief Data Center Officer, VIAWEST [ BIO ]
5:25 Green Data Centers: Future Governmental Policy, TCO Impact vs. Cost of Non-Compliance and Customers Willingness to Pay
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NY tristate regulatory environment vs. federal Who have the government been targeting non-compliance? Methods to defray expenses Current class action suit update What would a carbon tax mean? How green can save $$ Coal power considerations Clean water enforcement How much of a percent of operating costs is power? How much would that increase with a carbon tax?
Session Chair: Shawn Mills, President, GREEN HOUSE DATA [ BIO ]
Panel Participants: Adam Early, Vice President, Critical Systems & Engineering-Americas Corporate, GOLDMAN, SACHS & CO. [ BIO ]
Ron Vokoun, Mission Critical Market Leader, JE DUNN CONSTRUCTION [ BIO ]
Simon Tusha, Principal, TRUE DATA CENTERS [ BIO ]
6:10 Networking Reception Courtesy of: 
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Day Two: Friday, May 31, 2013
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8:00 Breakfast Courtesy of:
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8:30 Hurricane Sandy: Lessons Learned
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Preparing for the next black swan Cost of failures Knee-jerk reactions: Are they becoming permanent? Fuel delivery and storage Infrastructure improvements Sandy special rates by out-of-towners
Have you seen an uptick in demand of New York server huggers going away? Disaster recovery sales Design changes Getting staff on location and protecting their safety How much does it cost to get your servers out of the basement? Customer communications Change drivers and the evolution of data centers in emerging markets
Session Chair: Jaymie Scotto Cutaia, CEO & Founder, JAYMIE SCOTTO & ASSOCIATES [ BIO ]
Panel Participants: Mike Sevret, Executive Vice President & Chief Strategy Officer, CROSS RIVER FIBER [ BIO ]
Walter Greaney, Senior Asset Manager-Portfolio Management, DIGITAL REALTY TRUST
Nathan Boylan, Head of IT Operations, LORD, ABBETT & CO. LLC [ BIO ]
John Bonczek, Vice President, TELX [ BIO ]
Robert Bianco, Vice President, TW TELECOM [ BIO ]
9:15 Debt & Equity Deals in the Public & Private Markets
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REIT or not to REIT; Startup vs. conversion Where is the money coming from? How do venture capitalists decide where to put their investment monies? Minority shareholders Telcos coming back in Capital flow into the market How have the securities markets for data center companies changed in the last year? Valuation drivers & metrics for the public vs. private companies What are the credit markets showing their love to? Impact of fund life and LP relations and expectations Is it time for an exit? What is your end game in 2013?: The Sell vs. run vs. go public decision Are lending terms getting too loose Sale lease-back deals Role in financing of the pre-lease vs. spec building
Session Chair: Jonathan Atkin, Managing Director, RBC CAPITAL MARKETS [ BIO ]
Panel Participants: Joseph E. Junda, Managing Director-Communications, Media & Ent. Finance, CIT GROUP
Emmanuel Korchman, Analyst-REITs, CITI RESEARCH [ BIO ]
Dave Schaeffer, Chairman of the Board of Directors, Chief Executive Officer and, COGENT [ BIO ]
Robert Marcotte, Managing Director, MCG CAPITAL CORPORATION
Robert Morse Jr., Partner, OAK HILL CAPITAL [ BIO ]
Lee Wittlinger, Principal, SILVER LAKE PARTNERS
10:15 Modular/Container: When do they Make Sense to use?
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Costs vs. bricks and sticks How much of the market has gone modular? Price points of modular and container solutions TCO of solutions Risks/benefits The first-time modular experience Can modular be incremental? Pre-fab vs. in-building modular Timeline Modular vs. container Lifecycle Can modular work on a mega scale? What makes pods different than containers? Operating costs?
Session Chair: Kevin Brown, Vice President Data Solutions, SCHNEIDER ELECTRIC [ BIO ]
Panel Participants: Christopher Trapp, Principal, CONSTELLATION DATA CENTERS [ BIO ]
Stephen Madaffari, Partner, DATA CENTERS DELIVERED [ BIO ]
Ron Bednar, Director, Solutions Marketing, Liebert Business, EMERSON NETWORK POWER [ BIO ]
Joe Higgins, VP of Engineering, FIDELITY INVESTMENTS [ BIO ]
David Shepard, Senior Vice President, IO [ BIO ]
Rick Gauthier, General Manager, MICROSOFT [ BIO ]
11:15 Refreshments Courtesy of:
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11:30 Colo President/CEO Panel: Competing Against the Large Cloud Providers
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Can you compete on price? Cloud vs. private cloud vs. other flavors of cloud Moving towards managed services? How has that impacted your operations?
Session Chair: Mike Klein, Co-CEO, ONLINE TECH [ BIO ]
Panel Participants: Gerald Marshall, Co-Chairman & CEO, AMERIMAR [ BIO ]
Doug Recker, CEO & President, COLO5, LLC [ BIO ]
Nicholas L. Kottyan, CEO, DATACHAMBERS, LLC [ BIO ]
Richard Bader, President, EASYSTREET ONLINE SERVICES [ BIO ]
Bruce Lehrman, Chief Executive Officer, INVOLTA [ BIO ]
12:15 The International Panel
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Where are you? Where are you going next? Why? The strategic partner route Build vs. acquire Your first international deal: Lessons learned What does capital think about going global? Evaluating local rules of engagement Change drivers and the evolution of data centers in emerging markets
Session Chair: Geoff Williams, VP, Global Customers, SCHNEIDER ELECTRIC [ BIO ]
Panel Participants: Anthony A. de Lima, Chairman & CEO, CTEX [ BIO ]
Gonzalo A. Manrique, Chief Executive Officer, INSTAELECTRIC
Francisco Alvarez-Demalde, Founder and Partner, RIVERWOOD CAPITAL [ BIO ]
Philip Lin, EVP, Strategy and Development, 21VIANET INC
1:00 IMNs 3rd Spring Forum on Financing, Investing & Real Estate Development for Data Centers Concludes
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