2007
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Monday, 9/15/2008
Time Track 1
6:00 - 8:00pm
REGISTRATION AND OPENING RECEPTION


Tuesday, 9/16/2008
Time Track 1
7:30 - 8:45am
REGISTRATION AND BREAKFAST
8:45 - 9:00am
Welcome and Introduction
Dan Ephraim
Tier1 Research - Vice President of Business Development

Martin McCarthy
The 451 Group - CEO

9:00 - 9:45am
Keynote: Managed Hosting and Colocation in 2009 and BeyondMore »
Join Tier1 Research's Head of Research, Daniel Golding, for a glimpse into the future of hosting and colocation from 2009 to 2015, with specific emphasis on the applications, technologies and customers that we will be concentrating on over the next several – pivotal – years.
Dan Golding
Tier1 Research - Vice President and Research Director

9:45 - 10:30am
Leadership Perspective: Cloud Computing - Is Virtualization Enough?More »
The emergence of the Web as a critical platform for business and consumers presents new opportunities for the hosting industry, as well as a new set of challenges. Proliferation of social networking, rich media and emerging trends such as deployment of mission critical applications in the cloud are influencing the way hosted services are built, delivered and managed. Virtualization is an important technology that will enable scale and profitability. John Zanni, General Manager Worldwide Hosting at Microsoft, will discuss these trends and the impact a virtualized hosting platform can have on the datacenter and the hosting industry.
John Zanni
Microsoft Corporation - General Manager of Worldwide Hosting, Communications Sector

10:30 - 10:50am
COFFEE BREAK
10:50 - 11:50am
Building the Better Box - How to Save Money and Build the Best Datacenter at the Same TimeMore »
Construction and operation of datacenters is a huge portion of the budget of the typical Internet infrastructure provider. We know how to build datacenters – but can we do it economically and still provide what our customers demand? Can we instrument our datacenters properly without it driving us into the red? Two infrastructure providers at the extremes of datacenter environments join two top equipment vendors.
PANEL:
Moderator: Jeff Paschke
Tier1 Research - Senior Analyst, Datacenters

Chad Williams
Quality Technology Services - CEO, Chairman Quality Technology Services

Phil Collerton
Interxion - EVP Operations

Joseph Jones
APC-MGE - Director of Sales

Tony Tevault
Holder Construction - Vice President MEP Services

11:50 - 1:00pm
LUNCH
1:00 - 1:30pm
Leadership Perspective: Is Virtualization Ready for Prime Time?More »
Virtualization has received much attention lately, but many people have misconceptions around the limitations of the technology. Join Toby Ford, a thought leader in virtualization, as he discusses how virtualization is more than computing, the security aspects that should be considered, and how it differs from cloud computing.
Tobias Ford
AT&T - Chief Technology Officer

1:30 - 2:20pm
"Buddy, Can You Spare $20 Million?" Hosting and the Credit CrunchMore »
While many IT firms follow a path of receiving venture capital until they’re cash-flow positive, the datacenter side of the Internet infrastructure industry requires infusions of debt – credit financing – to make the construction of $100m+ datacenters a reality. The current credit crunch, a massive externality, has thrown a wrench into the plans of numerous providers. How does the industry overcome the crunch? How long will it last? What are alternative strategies? And what can we do to convince skeptical banks that a shiny new datacenter is in their future?
PANEL:
Moderator: Andy Schroepfer
Tier1 Research - Founder and Contributing Analyst

Jeff Ferry
Goldman Sachs Specialty Lending Group - Director

Joseph E. Junda
CIT Communications, Media & Entertainment - Senior Director

Ken Klassen
RBC Capital Markets - Managing Director

Richard Parisi
Silver Point Capital - Principal

2:20 - 2:50pm
Leadership Perspective: Cloud Computing - Leveraging the Right Platform to Reach the Enterprise CustomerMore »
Join VMware as they explore what the enterprise customer is looking for and how hosting businesses can deliver on those needs. Uncover VMware’s vision on cloud computing, how hoster’s will play in this new category and what VMware is doing to change the cloud model.
Dan Chu
VMware - Vice President Emerging Products

2:50 - 3:40pm
Real Estate and the Data Center: Hosting Provider ImpactMore »
One of the most neglected areas of the datacenter sector is the impact of real estate and realty trends. Join executives from four top real estate firms as they discuss their datacenter practices. How much does a datacenter cost today? What do you get for your money? Where is the market headed? And what are the top pitfalls for hosting executives looking at a big real estate transaction?
PANEL:
Moderator: Dan Golding
Tier1 Research - Vice President and Research Director

Curt Holcomb
Jones Lang LaSalle - Senior Vice President

Nancy Phillips
ViaWest - Co-Founder & COO

Miles Loo, Jr.
Cushman & Wakefield of CA, Inc - Director

Mike Hagan
Lee Technologies - Senior Vice President

3:40 - 4:00pm
COFFEE BREAK
4:00 - 5:00pm
Virtualization is Upon Us: The New World of Virtualized HostingMore »
Virtualization is transforming the way we sell, provision and deliver managed hosting and utility computing services. Join four of the industry's top virtualization executives as they talk about the real issues at the intersection of hosting and virtualization technology.
PANEL:
Moderator: Antonio Piraino
Tier1 Research - Senior Analyst, Managed Hosting

Christopher Gesell
Verizon Business - Director of Product Marketing, IT Solutions and Hosting

Serguei Beloussov
Parallels Inc - Chairman & CEO

Tobias Ford
AT&T - Chief Technology Officer

Bill Shelton
VMware - Director of Product Management for VMware Emerging Business Division

5:00 - 5:30pm
Leadership Perspective: “Internet Infrastructure – What’s Not to Love? And When Will the Public Markets Get It?”More »
General discussion of trends and market perceptions of internet infrastructure companies. Evolution of the sector from a private and public equity standpoint. Update on recent internet infrastructure related initial public offerings, as well as the impact of the credit markets on the space.
Scott Wieler
Signal Hill - Chairman and CEO

5:45 - 7:15pm
NETWORKING RECEPTION
7:30 - 10:30pm
Third Annual Hosting Poker Tournament -St. Croix More »
Tier1 Research is proud to invite HTS delegates to our third annual Hosting Poker Tournament. Fabulous prizes and even more fabulous networking opportunities await.


Wednesday, 9/17/2008
Time Track 1
9:00 - 9:50am
Keynote: Virtualization and Cloud ComputingMore »
Tier1 Research Managed Hosting Analyst Antonio Piraino will provide a deep-dive into the technologies and products that are the future of hosting. The hottest hosting services – such as platform-as-a-service, utility storage, virtualization and more – will be examined by the industry's top managed hosting analyst.
Antonio Piraino
Tier1 Research - Senior Analyst, Managed Hosting

9:50 - 10:20am
Leadership Perspective: Maximizing ValueMore »
Peter Hopper, Co-Founder and President of DH Capital, LLC, will review recent valuation trends in the high end Data Center and Managed Hosting sectors. In addition, he will discuss other factors which drive valuation such as key operational metrics, real estate related issues and important strategies for maximizing valuation in a financing or M&A transaction.
Peter Hopper
DH Capital LLC - President and Co-Founder

10:20 - 10:40am
COFFEE BREAK
10:40 - 11:40am
Meet the Money - Bankers and HostingMore »
The Internet infrastructure sector is no stranger to financial transactions: mergers, acquisitions, initial public offerings, spinoffs – they happen monthly. A small cadre of specialized investment bankers has become prominent because of their expertise in this sector. Join Tier1's Research Director, Daniel Golding, as he hosts a discussion with four of the top Internet infrastructure investment bankers on a wide range of topics, from valuations to the state of the IPO market, to the future of private equity investment in the sector. This will be a highly interactive session with maximum audience participation – it has been the most popular HTS session in year's past, so don't miss it.
PANEL:
Moderator: Dan Golding
Tier1 Research - Vice President and Research Director

Doug Webster
Signal Hill - Managing Director

Paul Stapleton
DH Capital LLC - Managing Director

Gregory Dawkins
Piper Jaffray Companies - Managing Director

Frank Gallagher
Stifel, Nicolaus & Company INC - Managing Director and Group Head

11:40 - 12:10pm
Leadership Perspective: TATA Communications -Hosting in a Global Marketplace – Strategies to Integrate Global and Emerging MarketsMore »
As businesses realign towards expanding global reach and penetrating into emerging markets, they need to develop an IT Infrastructure plan that addresses today’s globalization demands. Powerhouse emerging markets such as India and China are not only experiencing explosive growth, they are becoming innovation drivers within the IT world. Learn how to align your data center capabilities to address a business climate in which markets, supply chains, partnerships, and even workforces are all leveraging opportunities in the full range of established and emerging markets around the world.
Vinay Nagpal
Tata Communications - Director, Product Management – Hosting and Data Center Services

12:10 - 1:10pm
LUNCH
1:10 - 1:40pm
Leadership Perspective: Automation - Enigmatec & The Carphone WarehouseMore »
The Holy Grail for service providers is to ensure that service levels are never breached and rapidly changing business requirements are always met in the most efficient & cost effective manner possible. Run book automation plays a critical role in helping service providers achieve this--harnessing the power of virtualization, provisioning and ITSM tools. RBA pioneer Carphone Warehouse talk about their experience and share their vision as they tranform themselves into the 'Broadband Warehouse.'
Duncan Johnston-Watt
Enigmatec Corporation Ltd. - CTO

Lawrence Clark
Carphone Warehouse - Program Director

1:40 - 2:20pm
T1R Lightning Talks: Software as a Service and Platform as a ServiceMore »
Two of Tier1 Research's most promising analysts discuss two of the hottest trends in hosting and Internet applications – SaaS and PaaS – in T1R's Lightning Talks. Fast-paced and information-packed, this session will be long on actionable recommendations and industry trends, and short on speculation and guesswork.
Jason Verge
Tier1 Research - Associate Analyst

Wesley Kennedy
Tier1 Research - Equity Research Analyst

2:20 - 3:50pm
Beer and Breakouts: Mergers and Acquisitions; Datacenters and Real Estate; Virtualization and CloudMore »
Join the T1R analyst team for small group discussions of three contentious areas: M&A, datacenters and virtualization/cloud computing. Whether you're looking for a partner or some advice, or just want to learn, our beer and breakouts sessions will provide focused insight in a relaxed atmosphere.
Moderator: Dan Golding
Tier1 Research - Vice President and Research Director

Moderator: Antonio Piraino
Tier1 Research - Senior Analyst, Managed Hosting

Moderator: Andy Schroepfer
Tier1 Research - Founder and Contributing Analyst

3:50 - 4:00pm
Closing Remarks and Adjournment
Moderator: Dan Ephraim
Tier1 Research - Vice President of Business Development