Hosting & Cloud Transformation Summit

September 23, 2019

4:00pm - 6:00pm

Registration

6:00pm - 7:00pm

Welcome REception

Room location TBD

Description coming soon.

September 24, 2019

7:30am - 8:30am

Registration and Breakfast

7:30am - 8:30am

Tech M&A Breakfast
Brenon Daly Research Vice President, Financials at 451 Research
Chris Moon Managing Director, Telecom and Technology Banking at ING

Orovada - Breakout Room 2

Using up-to-date data from the 451 Research M&A KnowledgeBase, the session will break down some of the year's key M&A trends, discuss implications for the technology sector in general and dive more specifically into trends for the hosting and cloud segments.

8:30am - 9:00am

Welcome Address
Martin McCarthy Chairman & CEO - The 451 Group

Mariposa - General Session

9:00am - 9:30am

451 Research Keynote Session
Brett Azuma Chief Research Officer - 451 Research

Mariposa - General Session

Description coming soon.

9:30am - 10:00am

Cornerstone Sponsor Session

Mariposa - General Session

Description coming soon.

10:00am - 10:30am

Coffee & Executive Networking

Primrose - Exhibit Hall

10:30am - 11:00am

SHOW ME THE HONEY! THE BUZZ ABOUT CLOUD-NATIVE COMPLEXITY IN THE DIGITALLY TRANSFORMED WORLD
Dr. Owen Rogers Research VP, Cloud Transformation - 451 Research
Melanie Posey Research VP and General Manager, Voice of the Enterprise - 451 Research

Mariposa - General Session

Multicloud/hybrid IT environments are the new reality of the digital era, and there is a massive vendor landgrab underway as enterprises determine the “right mix” of IT environments for their applications. This demand for more venues and the release of new, innovative cloud services is increasing IT complexity, driving enterprise use of cloud-native frameworks, tools and services. The objective is digital transformation, and the aim is to harness complexity so enterprises gain a competitive edge through their applications, without letting the vast range of options becoming entangled and impossible to manage – just as bees effectively manage complexity within a hive. But does the emergence and management of this complexity bring evolution or revolution to enterprise IT?

11:00am - 11:30am

Platinum Sponsor Session - Microsoft
Mark Rice General Manager, Managed Services Partners - Microsoft

Mariposa - General Session

Description coming soon.

11:30am - 12:00pm

Market Update with DH Capital
Peter Hopper CEO & Co-Founder - DH Capital

Mariposa - General Session

Description coming soon.

12:00pm - 1:10pm

Lunch & Executive Networking

Mariposa - General Session

1:15pm - 2:20pm

Building the Cloud of Trust
Aaron Sherrill Senior Analyst - 451 Research
Chris Geselle Chief Strategy & Marketing Officer - eSentire
Chen Arbel Vice President of Business Development - Thales Cloud Protection & Licensing
Russ Spitler AVP of Products - AT&T Cybersecurity

Orovada - Breakout Room 1

Often taken for granted, trust plays an important role in the relationships between enterprises and cloud and security service providers. And although most organizations plan to consume an increasing volume of cloud and security services, trust remains a critical aspect for these deployments to be successful. But trust is complicated - it is difficult to define, hard to gain, and easy to lose. For some enterprises, it is all about a lack of trust in cloud and security services, but for others, the problem is an abundance of misplaced trust in service providers or in their own cloud and security teams. In this session, we will explore the past and how it affects trust in today’s world, how cloud and security service providers are building trust with their customers, and how organizations are adapting to these disruptive business models.

1:15pm - 2:20pm

Building the Datacenter Fabric - Networking Opportunties in the Datacenter World
Craig Matsumoto Senior Analyst - 451 Research
Russ Currie President & Vice President, Enterprise Strategy - NETSCOUT
Steve Fingerhut President & Chief Business Officer - Pliops
TJ Karklins EVP of Operations and Service Provider Strategy - Stateless
Bill Long VP, Interconnection Services - Equinix

Orovada Breakout Room 2

Network interconnection has long lingered on the edges of consideration in application design and deployment, but enterprises and service providers continue to ignore it at their peril. If you expect to use a cloud or SaaS service and want to remain competitive, you’d better be sorting out interconnection capabilities. As with any network service, there are penalties for going too big or staying too small. Unlike traditional services, modern interconnection can break the tight links between distance, capacity and cost. We’ll look at what’s changing with different cloud access types, facilities options and expectations about transition and transformation in application needs. This session will dig into interconnection considerations and outcomes by exploring:

• Does where you’re going determine how you’ll get back?
• Five interconnection mistakes that you can’t afford to make.
• Microservices and DevOps – do you really need to go there?

2:20pm - 2:50pm

Datacenter Networking Revolution: From Multi-Cloud to Distributed Cloud and Edge
Brian Partridge Research Vice President, Applied Infrastructure - 451 Research
Jay Gill Senior Director of Marketing - Pluribus
Jim Poole Vice President, Business Development - Equinix

Orovada Breakout Room 2

Software-defined networking with intelligent automation is already revolutionizing the delivery of private cloud and multi-cloud services with dramatic improvements in agility and operational efficiency. As clouds become increasingly distributed, edge computing drives deeper into the network and applications become ever more dynamic, the demands on datacenter networks continue to grow. This session examines the emerging requirements for datacenter networks and the innovations needed to meet them, from open networking and next-generation SDN with deep slicing to automation and machine learning.

2:20pm - 2:50pm

Diamond Sponsor Session - IBM

Orovada Breakout Room 1

Description coming soon.

2:50pm - 3:10pm

Coffee & Executive Networking

Primrose - Exhibit Hall

3:20pm - 4:20pm

Making Infrastructure Invisible - Simplifying the Jumble of Clouds, Containers and Venues
William Fellows Co-Founder & Research Vice President - 451 Research
Brent Schroeder Global CTO - SUSE
Xavier Poisson Gouyou Beauchamps VP, Service Providers and Cloud28+ - Hewlett Packard Enterprise
Kurt Daniel CEO - Ubersmith

Orovada Breakout Room 1

The emergence of clouds, containers and microservices promises to dramatically simplify the deployment of applications and services. Enterprises have the potential to leverage the maximize the best execution venue and vehicle. This potential will only be realized if management and orchestration across these platforms is effectively done with transparency to assure end users that services will meet their performance standards. Infrastructure must become increasingly invisible, but invisibility is hard. Those vendors and service providers who master the art of invisibility will become the customer’s choice.

3:20pm - 4:20pm

Voice of the Service Provider: How do Service Providers Stack Up?
Al Sadowski Research Vice President - 451 Research
Doug Lieberman Global Solutions Director-Global Alliances, Dell Technologies

Orovada Breakout Room 2

Service providers are no longer just purveyors of compute and storage; they are now seen as partners for services beyond basic infrastructure and key allies in hybrid architectures. If you are a service provider, how do you stack up to your peers in terms of enabling enterprise transformation? If you are a VC or a banker, are your service provider investments making the grade when it comes to their value proposition? We’ll analyze the current and future competitive landscape for service providers across the following categories:

• Differentiation strategies.
• Budgets and spending comparisons.
• Workloads and key projects.

The session will be followed by a panel discussion with the hardware and software vendors focused on enabling service providers with enterprise-facing products and services to discuss service provider best practices.

4:20pm - 4:50pm

Infrastructure M&A: Becoming Less Visible?
Kelly Morgan Research Vice President - 451 Research
James Henry Co-Founder and Managing Director - Bank Street
Frederic Rosenberg Managing Director - Deutsche Bank Securities
Horace Zona Managing Director - SunTrust Robinson Humphrey

Orovada Breakout Room 1

With the rapid growth of cloud adoption, service providers and investors alike have looked at ways to participate in that growth (e.g., by investing in datacenters, interconnect platforms and a variety of service providers that offer cloud-related services). In this panel we will discuss how M&A has contributed to the growth of invisible infrastructure and what types of companies will continue to be targets of investment or M&A activity. Join our distinguished panel of finance experts as we discuss key questions such as: Who will continue to invest in these sectors? Are any types of infrastructure likely to become less visible/appealing to investors? Are networks and datacenters more or less sought after than services and software pro- viders? We will debate these and more as we explore trends impacting this dynamic sector.

4:20pm - 4:50pm

Automation Effectiveness - Are you Prepared to Compete for the Future?
Carl Lehmann Principal Analyst - 451 Research
John Peak CEO - ReactorWorks
Vijay Kirkal Chief Operating Officer - Resolve Systems

Orovada Breakout Room 2

The need to quickly adapt to changing customer expectations and the actions of aggressive digital rivals demands a vigilant transformative approach. Business and IT leaders must pursue new means to align business strategy, processes and operations within the modern cloud era. But today, IT planners have far more options as to how and where to run their business than ever before. On-premises datacenters, colocation facilities and managed services providers are now joined by hybrid multi-clouds – a combination of software-, infrastructure- and platform-as-a-service execution venues. Hyper-distributed IT infrastructure is often the byproduct. It can have profound implications on how digital businesses perform and whether competitive advantage, or unintended disadvantage, is the result. This session will cover:

• The fundamental elements of strategic analysis and techniques needed to craft competitive advantage
• Trends driving digital business and the migration to next-generation hybrid IT architecture
• How hybrid IT architecture can be structured and managed to support strategic digital business initiatives

4:50pm - 5:30pm

Resiliency in the Age of Cloud: 99.99 Reasons to Worry
Andy Lawrence Executive Director of Research - Uptime Institute

Mariposa - General Session

In this presentation and panel discussion, Andy Lawrence, the Executive Director of Research for the Uptime Institute, will explore some of the issues and the claims around resiliency, availability and risk in complex, distributed, and cloudy environments. Drawing on recent examples and recent research, he will argue that many providers are now supporting services that are mission critical – even if they weren’t originally designed that way. This means they need to pay more attention to risks, blind spots and hidden vulnerabilities in the design and operation of their own digital infrastructure and that of their partners.

5:30pm - 7:00pm

Cocktail Reception & Executive Networking

Primrose - Exhibit Hall

September 25, 2019

8:00am - 9:00am

Breakfast & Executive Networking

9:00am - 9:40am

Women in cloud - panel
Penny Jones Research Director - 451 Research
Chaitra Vedullapalli CMO, Meylah & Co-Founder, Women in Cloud

Mariposa - General Session

Description coming soon.

9:40am - 10:20am

Global Provider Outlook
Dan Thompson Research Director, MTDC - 451 Research
Claudia Massey Vice President, Business Operations - Schneider Electric