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CAPRE’s Sixth Annual Greater New York Data Center Summit

Apr 19, 2017

Agenda

Apr 19, 2017
6:00 am - 7:30 am

Exhibitor Set-Up

7:00 am -

Registration, Breakfast & Networking

7:30 am - 8:00 am

Special Breakfast Workshop: Best Practices for Hiring Data Center Employees and Contractors

According to training firm DCPro the average datacenter engineer is a 55 year-old male. And the Brookings Institute has predicted that by 2025, 75% of the US workforce will consist of Millennials, a generation born between the early 1980s and around 2000. So where are we going to find new datacenter talent? And attract more women into the industry. And more importantly how can make sure that they fit our organisation given that what is says on your resume is only 25% of the picture?

Hear from:
Peter Hannaford, Chairman, Datacenter People

8:00 am - 8:05 am

Opening Remarks

Hear From:

  • Brian Klebash, Founder & President, CapRate Events, LLC | The National Data Center Summit Series
8:05 am - 8:30 am

Morning Keynote Presentation: Comparing and Contrasting Tri-State, National and International Data Center Markets

Proposed Discussion Points:
* Analysis of leasing activity in New Jersey and New York over the last 12 months and how it compares to national and international markets
* Analysis of new development in New Jersey and New York
* What has been the impact of public sector incentives?
* How is the Edge impacting the Tri-State data center market?
* How are the major cloud plays (AWS, Microsoft, Apple, etc.) becoming more active in northwest markets?

Hear from:
* Mitul Patel, Associate Director – Data Centre Solutions, CBRE Ltd
* Jeffrey West, Director of Data Center Research, CBRE

8:30 am - 9:15 am

Data Center Industry’s Next Chapter: Who Will Survive and Thrive?

* What has driven the spike in values and increased interest in the sector from an investment standpoint?
* With the low capitalization rates and high per-square foot/kW sale rates, it implies future rent growth. Are you surprised in the past year or so with decreased vacancy that you haven’t seen a higher increase in rents?
* Is the general belief that if you aren’t a seller in this environment you will have to scale quickly to stay relevant? Or, can local and regional players still carve out their own niche?

Hear from:
Moderator: Rich Miller, Founder & Editor, Data Center Frontier
Chris Crosby, CEO, Compass Datacenters
Chris Elliott, Principal, CS Technology, Inc.
Raul Martynek, Senior Advisor, Digital Bridge Holdings LLC
Hunter Newby, CEO, Allied Fiber
Aaron Sawchuk, Co-Founder, ColoSpace, Inc.
Eli Scher, Chairman and CEO, New Continuum

9:15 am - 10:00 am

Case Study in Data Center Operations & Management: How to Reduce Costs without Reducing Risk

* What are the unique techniques within the data center industry today?
* What are the trends with regard to design and operations?
* Best practices for obtaining a better operating environment
* If you are consolidating or relocating, or developing a new data center, what is your strategy?
* Relative to cooling facilities, what are the innovative new strategies and techniques?

Hear from:
Moderator: Sean Brady, Managing Director, Cushman & Wakefield
Thomas Doherty, Chief Operating Officer, Aligned Data Centers
Jason Moncrief, Eastern Regional Data Center Operations Director, CenturyLink
Scott Myers, Vice President – Strategic Development, Global Occupier Services, Cushman & Wakefield
Scott Palsgrove, VP Sales – General Manager of NJ, Cologix, Inc.
Rafael Valdes, Director, Energy, Colocation & Interconnection Service Delivery – United States, Digital Realty

10:00 am - 10:50 am

Advantages and Disadvantages of The Data Center Operation in Europe vs. The Americas: An Evolving Tenant Base, Data Sovereignty and Global Connectivity

* What are the advantages from a data sovereignty perspective of hosting your data outside of the U.S.?
* What is the state of hyperscale providers leasing large chunks of space in Europe?
* What is the strategy for U.S. corporations entry in the European market?
* How are interconnect points set in the U.S. and Europe?
* What are the unique intercontinental corporate tax issues?
* What has been the impact of Brexit and Trump on the data center market?

Hear from:
Moderator: Garry Connolly, Chairman at GconnTec & President Host in Ireland
Michael Brown, Lead Director, Verne Global
Michael Bucheit, CEO, I.C.E Datacenters
Svein Atle Hagaseth, Senior Vice President North America, Green Mountain Data Center, Ltd.
Jamie Harkrider, International Investment Development, Ontario Investment Office
Eddie Kilbane, CEO, DataPlex Ireland
Jeffrey Moerdler, Partner, Mintz Levin
Lisa Stauffer, Analyst, 451Research

10:50 am - 11:15 am

Networking Break

11:15 am - 11:45 am

The Impact of Connectivity Innovations on Data Centers: Analysis of Network Reconfiguration to Support Evolving Needs

Proposed Discussion Points:
* What are the pros and cons of different on ramp methods to AWS, Azure and other cloud providers?
* What is the New Jersey and New York area specifically seeing?
* How are the recent telecommunication mergers and acquisitions going? And,  how are changes of business models and shedding business models playing out?
* When considering office to office, data center to data center, what types of specific products is Century Link seeing (increase in demand and reduce in demand)?
* Analysis of client requirements: What industries are driving the market and what requirements are they demanding?
* Analysis of connectivity strategy for providers: Are they prepared for their customer’s connectivity requirements?
* What differentiates the regional markets from Southwest, Midwest and East Coast markets from a connectivity perspective?
* Analysis of bandwidth and latency requirements: What are the most significant challenges in delivery to west coast and national clients?
* From the owner/operator perspective, is it necessary to work with a third party provider like AWS, Azure or Google Cloud to effectively compete in today’s playing field?
* Are third party providers like AWS, Azure and Google Cloud disrupting the bandwidth market? How are they changing the playing field from a colo provider standpoint?
* How important is latency? Do clients need the low latency levels providers are promoting?
* Connectivity and integration of the cloud: Analysis of bandwidth, latency, management of the network and connectivity across environments
* Site-Selection from a connectivity perspective: What challenges are driving enterprise and developer expansion, and where are they looking to expand?
* What do you look at as a developer, in terms of site selection, for new development relative to connectivity?
* How are enterprise operators approaching expansion: What factors are used during site-selection from a connectivity perspective?
* Analysis of manufacturer constraints for increasing fiber capacity. How will this impact firms like Cisco, EMC, Dell, HP, etc. in the region moving forward?
* Today’s cloud is made up of data centers and gear. How are companies like Cisco, EMC, Dell, HP, etc. positively or negatively affected?
* Connectivity takeaway: Why is connectivity important and what will make the biggest impact on the market in 2017?

Hear from:
Moderator: Gabe Cole, Managing Director, JLL
Walt Herring, Senior Telecommunications Engineer, AKF Group
Mike Holliday, Senior Director – Optical Transport Services, GTT
John D. Keller, Director, Product Management – Data Center / Cloud Connectivity, Comcast Business
Michael Levy, Manager – Global Colocation Product Management, CenturyLink Business
Daniel Meltzer, Vice President of Sales and Leasing, Sabey Data Centers
Rodney Settles, Global Account Manager, Telehouse
Todd Traver, Vice President – IT Optimization and Strategy, Uptime Institute

11:45 am - 12:15 pm

Best Practices for Public-Private Sector Industry Collaboration: Analysis of Northern Virginia's Growth Pattern

In recent years, Northern Virginia’s data center market has become the most active. Overall, the region boasts the most new development and absorption in the U.S. over the last 3-4 years. This panel will offer analysis of the Northern Virginia success story and how it compares with strategies in other U.S. regions.
Proposed Discussion Points:
* How did public sector executives recognize the importance of data center for the regional tax base? And, specifically, what strategies did they take to recruit more operators to the region?
* What has been the impact of connectivity and fiber innovations in the Mid-Atlantic region?
* What strategies, specifically, have public agencies pursued relative to market and promotion strategies?
* What strategies have public sector executives pursued relative to working with operators in the region?
* From the operators’ perspective, what has been most enjoyable about working with Mid-Atlantic markets? And, what has been their experience in New Jersey and New York markets?
* How could public agencies in New York and New Jersey improve the data center operating climate?

Hear from:
Moderator: Rick Drescher, Managing Director – Critical Facilities Group, Savills Studley
Stuart Dyer, Business Development Manager, CyrusOne
Jack Funchion, Director, Digital Realty Trust
Kent Hill, Senior Manager, Economic Development, Dominion Virginia Power
Jeff Ivey, Senior PM, Corporate Office Properties Trust
Timothy Kiser, Owner, Colo Atl – a JT Communications Company

12:15 pm - 12:45 pm

Networking Lunch

12:45 pm - 1:35 pm

Best Practices for Upgrading Legacy Facilities and Future-Proofing the New Data Center: Are Providers Investing in Energy Efficiency or Reliability and Control?

* Are people upgrading for energy efficiency or reliability and control?
* Is anyone investing in legacy data centers?
* Is anyone really doing energy efficiency retrofits? Or, are they just improving the capacity of their sites?
* Analysis of design/build methodology: How are developers procuring their data centers?
* What are the next innovations in physical infrastructure and how will they impact tomorrow’s data center design?
* Analysis of modular vs. stick built design processes. Are developers looking at modular, traditional or a hybrid models?
* How does “modularity” play into getting the most of the 20 year building?
* Migrating to the Cloud: How will the public and private sectors’ transition to the cloud in the next 5-10 years change design plans?
* Colo trends: How can data center designers plan for variable density models as customers vary in density needs?
* How do the ongoing operations and on-site support of the data center impact the ROI?
* How do operations teams ensure uptime when majority of downtime occurs from human errors?
* As more enterprises move to off-premise/hybrid infrastructure models, how do enterprises ensure that the partners they select are future-proofing their data centers?
* What are the pros and cons for migrating to an off-premise or hybrid IT infrastructure strategy, and how does that impact data center ROI considerations?
* What types of audits should data centers engage in on a regular basis to ensure their anticipated ROI will occur?

Hear from:
Moderator: Donough Roche, VP – Global Sales Engineering, Digital Realty
John Diamond, General Manager, Netrality Properties
Lew Hill, Director – Data Center Infrastructure – Contegix
Dave Meadows, Director of Industry, Standards and Technology, Stulz
Bruce Myatt, Critical Facilities Consultant and Data Center Solutions Provider, CLEAResult Consulting
Barry Novick, Consultant, BlackRock
Michael Roark, CEO, iM Data Centers

1:35 pm - 2:15 pm

The Road Map to Off-Premise Compute: The End-User Approach to the Cloud, AI, SaaS and Tomorrow’s Compute Needs and Initiatives

Proposed Discussion Points:
*
Economics of the cloud: What are the capabilities in the cloud?
* What are Google and Amazon offering to clients that might not be offered on premise?
* Agility of the cloud coupled with tools: How are cloud solutions making the impossible reality?
* Migration to the Cloud: How did end-users get over regulatory and compliance challenges?
* Is cloud security better than on-premise?
*
What impact do artificial intelligence workloads have on data migration strategies to the cloud?
* How is artificial intelligence driving cloud service providers to re-think their cloud offerings?
* What impact is artificial intelligence having on hybrid cloud architectures?
* Security, Compliance & Consolidation: The factors affecting big-picture data center decision making
* What aspects of the data center operation can be moved over to the cloud?
* What can you do to move data center growth off site to the cloud?
* Insuring uptime: How are operators finding ways to guarantee uptime?
* What are the actual war stories of cloud migrations? What went right, wrong, and what did you learn along the way?
* What are the hybrid cloud models that are working in practice in production environments?
* A cultural change for the cloud operations: How do you in the real world operate production systems?
* How do you operate systems that can not go offline?
* The challenge: Getting to understanding differences and different ways of building and operating the infrastructure
* Analysis of different tools for the different types of cloud

Hear from:
Moderator: David Spiewak, Managing Principal, DJS Group LLC / Next Tier HD
Melvin Greer, Director Data Science and Analytics, Intel Corporation
Charles Hoop, Category Lead – IT Sourcing and Procurement, Accenture
Bill McHenry, Managing Director, JP Morgan Chase
Jeffrey Moerdler, Partner, Mintz Levin
Barry Novick, Consultant, BlackRock

2:15 pm - 3:15 pm

Best Practices for Site Selection in Tri-State Markets: Analysis of the Impact of the Edge, Power, Connectivity, Incentives and Orangeburg as a Growing Submarket

Proposed Discussion Points:
* Analysis of burgeoning submarket opportunities in the Tri-State: Special focus on Orangeburg
* What are some of the key factors you consider when evaluating potential sites (e.g. capacity, latency, connectivity, tax advantages/incentives, unique product offerings, etc.)?
* Does price make or break every deal?
* What is the impact of the Edge on new development?
* How important is local demand on site selection?
* Do tax incentives pull you toward certain markets? Where are new incentives coming on line? Where are taxes becoming more onerous?
* Where are some of the most challenging markets to locate a data center?
* When is it easier to build vs. retrofit or lease an existing data center?
* How has site selection changed over time?
* How do you see the site selection process evolving in the future?
* What is the Edge, and why is it important?
* In 2017, what are the opportunities tied to the Edge?
* How will this opportunity play out in the next 12-24 months and what types of firms stand to benefit?
* What are the key drivers in NY/NJ markets?
* How much has changed with connectivity to Europe?
* Analysis of growing competitive markets; analysis of contiguous markets that are expanding rapidly
* What can we expect to see in the next 12-24 months?
* How do providers differentiate themselves in the marketplace? What specifically has won deals recently?
* Where is pricing regionally and nationally now? Where is it going?
* Update on inventory, where is everyone active? What space are you sitting on? What’s in the pipeline?

 

Hear from:
Moderator: Jim Kerrigan, Managing Principal & Founding Member, North American Data Centers
Peter Feldman, CEO & Principal, DataGryd Data Centers LLC
Matt Gleason, General Manager, New York, CoreSite
Dave Leonard, Chief Data Center Officer, ViaWest, Inc.
Matthew M. Monaco, Senior Director, Equinix
Scott Palsgrove, General Manager – East Region, Cologix
J Todd Raymond, CEO & Managing Director, fifteenfortyseven Critical Systems Realty, LLC

3:15 pm - 3:30 pm

Networking Break

3:30 pm - 4:15 pm

Forward Thinking: Data Center Investment and The Capital Markets Arena for 2017

Proposed Discussion Points:

  • What are the implications of new consolidators emerging in the data center arena, i.e. Digital Bridge buying Data Bank
  • Why is there such a huge valuation differential between the “haves” and “have nots” – i.e., scale, cash flow, strategic relevance
  • Why are the telcos selling their data center assets after a wave of data center acquisition just a few years ago?
  • What are the alternatives to selling that exist for companies: bringing in private equity, leveraged recapitalization
  • What is motivating buyers and lenders on new deals today?
  • Where are we on the evolution curve of what makes a data center valuable?
  • How do you reconcile the differences between what makes a data center company valuable to a buyer vs. what customers are willing to pay for today?
  • What role has monetization played in the data center space?
  • From a big picture perspective, what data center companies are leasing space and why are they spending so much money on marketing efforts?
  • Will we see a big void if Facebook or another large end-user leaves the retail/wholesale space?
  • Analysis of strategy, site selection, and sustainability of the industry
  • Will we see a bubble?
  • Why are the large enterprises (i.e. Amazon, Microsoft) building so much so fast? What are they seeing that we are not seeing?
  • Will the large enterprises monopolize the industry?
  • Why hasn’t the industry slowed down with the rising costs of debt and equity?
  • Internet of Things is expected to grow enormously in the next 5-10 years. How are the owners responding to this growth?
  • How is the cloud affecting the data center, and how are vendors responding?
  • How will the cloud affect the importance and/or future of the retail data center market?
  • How are enterprises viewing the retail data center now that cloud and IOT are moving towards the mainstream?
  • How is this change in IT architecture affecting retail and wholesale data centers?

Hear from:
Moderator: Ian Zilla, Senior Managing Director, Savills Studley
Jeff Ferry, Director, Goldman Sachs
Joseph Junda, Managing Director, CIT
Tony Lin, Director, GI Partners
Ted Mocarski, Senior Partner, Novacap
Jonathan Schildkraut, Senior Managing Director – Communcations Infrastructure & Telecom Services Equity Research, Guggenheim Securities
Mark Thorsheim, Partner and Managing Director, DH Capital

4:15 pm - 4:55 pm

Afternoon Keynote: Datacenters – A Capital Markets Perspective

  • How datacenters are positioned within the broader telecom landscape
  • Datacenter investor considerations
  • M&A
  • Recent financings
  • Industry trends
  • New sources of investment
  • Cross-region investments
  • Current macro-economic uncertainty
  • Review of recent stock price performance
  • Public market trends
  • Leasing velocity
  • Analysis of returns
  • How cloud adoption is beginning to impact enterprise demand
  • How the landscape is being reshaped by strategic M&A
  • Analysis of four phases of cloud adoption
  • Analysis of demand levels for data centers in Q4 2016, Q1 and 2017
  • A closer look at re-emergence of enterprise demand: What is the next wave for enterprise?
  • Is the market moving more to build-to-suit?

Hear from:
Jonathan Atkin, Managing Director, RBC Capital Markets

4:55 pm - 6:00 pm

Post-Event Networking