radical reinvention - jegi · transform business models in response to rapid developments in the...

2020 JEGI | CLARITY MEDIA & TECHNOLOGY CONFERENCE

Radical Reinvention January 22, 2020 The Pierre, NYC

2 Radical Reinvention www.jegiclarity.com

Greetings,

Welcome to our 16th Annual Media & Technology Conference, highlighting “Radical Reinvention.” We are delighted you could join us for this event, bringing together a senior level audience of executives and investors from across the global media, marketing and information sectors.

We have assembled an impressive roster of A-list speakers for today’s program who will share insights and case studies on how to stay ahead of fast-paced changes in the industries we serve; how to innovate and transform business models in response to rapid developments in the use of technology and data; and how to leverage M&A to drive growth and enhance product and service offerings. We look forward to hearing from this great group of speakers!

Our goal today is to present new ideas and opportunities that stimulate thinking about radical reinvention in the context of your own business models, while also allowing time for quality networking. In the end, we hope you come away from the event with at least three compelling ideas to take back to your office to share with your peers, as well as new business contacts to re-connect with in the days and weeks ahead.

As always, we are extremely grateful for the wonderful support of our world-class sponsors, including: BDO; The Boston Consulting Group; Capital One; Koller Search Partners; Merrill Corporation; Morgan Lewis; and S&P Global. We would also like to thank our speakers for contributing their time and effort to our program.

We are pleased that you could join us today and hope you have time to connect with at least one of the JEGI | CLARITY leaders while you are here.

Sincerely,Wilma H. Jordan

Founder & CEOJEGI

2020 JEGI | CLARITY MEDIA & TECHNOLOGY CONFERENCEJANUARY 22, 2020, THE PIERRE, NYC

WELCOME MESSAGE

WE MAKE YOUR FUTURE SUCCESS OUR BUSINESS

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JEGI | CLARITY TEAM – NEW YORK/BOSTON

JEGI | CLARITY TEAM – LONDON/SYDNEY

AMIR AKHAVAN Managing Director

SAM BARTHELME Managing Director

WILMA JORDAN Founder & CEO

SCOTT MOZARSKY Managing Director

ADAM GROSS Managing Director

RICHARD MEAD Managing Director

DAVID CLARK Chief Marketing Officer

BILL HITZIG Chief Operating Officer

DOUG STOWE EVP, Professional Services Group

Radical Reinventionwww.jegiclarity.com

KATHLEEN THOMAS Managing Director

NICOLE GINSBERG Director

SAN DATTA Managing Director

JONATHAN DAVIS Managing Director

MARCUS ANSELM Managing Director

BEN TOLLEY Managing Director

RICHARD VAUGHAN Director

JON GOODALE Director, BD

VICTORIA JEROME Chief Operating Officer

MICHAEL HIRSCH Managing Director

STEPHEN SHANKMAN Director

JON THACKERAY Director


11:30am Registration and Lunch Served

11:55am – 12:00pm Opening Remarks Wilma Jordan, Founder & CEO | JEGI

12:00pm – 12:30pm JEGI | CLARITY Sector Insights

12:30pm – 1:00pm Opening Keynote Fireside Chat Brian Whipple, Chief Executive Officer | Accenture Interactive

1:00pm - 1:30pm Radical Reinvention: The Future Story Zillah Byng-Thorne, Chief Executive Officer | Future plc

1:30pm – 2:00pm Break

2:00pm – 2:30pm S&P Global Transformation Story Moderator Mike Perlis, Vice Chairman & Strategic Advisor | Forbes Media Panelists John Berisford, President | S&P Global Ratings Martina Cheung, President | S&P Global Market Intelligence Warren Breakstone, Chief Product Officer | S&P Global Market Intelligence

2:30pm – 3:00pm The CMO ViewRandall Rothenberg, Chief Executive Officer | Interactive Advertising Bureau (IAB) Melissa Grady, Chief Marketing Officer | Cadillac

3:00pm – 3:30pm Tools of the Trade: Private Equity & Financing Trends Moderator Sam Barthelme, Managing Director | JEGI Panelists Patrick Donoghue, Partner | BDO Darren Glatt, Partner | Searchlight Capital Partners Drew Miller, Managing Director | AB Private Credit Investors

3:30pm – 3:45pm Tools of the Trade: Legal Trends Robert Dickey, Partner | Morgan Lewis

3:45pm – 4:15pm Break


AGENDA

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AGENDA

4:15pm – 4:45pm Mid-Day Keynote John Rose, Managing Director & Senior Partner | Boston Consulting Group Philippe Krakowsky, EVP & COO | Interpublic Group of Companies (IPG)

4:45pm – 5:15pm The Venture View Greg Coleman, Venture Investor & Digital Thought Leader Eric Hippeau, Managing Partner | Lerer Hippeau

5:15pm – 5:45pm Closing Keynote Fireside Chat Wilma Jordan, Founder & CEO | JEGI Steven Swartz, President & CEO | The Hearst Corporation

5:45pm – 7:00pm Closing Remarks and After Party

To view the biographies of today’s speakers, please visit: www.jegi.com/resources/2020-jegi-clarity-media-technology-conference


Capital One’s Technology, Media and Telecom (TMT) business is a leading provider of senior financing solutions for companies in a broad array of subsectors within the TMT space. For more than 19 years, our team of dedicated TMT professionals has helped corporate and private equity sponsor clients in transactions including leveraged buyouts, recapitalizations, bolt-on acquisitions and growth capital.

Capital One, N.A. is a Top 10 U.S. bank, with the strength and stability to meet the needs of your business. Our Commercial Banking group services a $74 billion loan portfolio and more than 6,100 clients. When you work with Capital One, you work with a team of experts who understands the full needs of your business. We offer a broad array of products and services— from financing to investment and cash management solutions—ensuring you get a financial strategy tailored to your specific needs.

The Boston Consulting Group (BCG) is a global management consulting firm and the world’s leading advisor on business strategy. BCG partners with clients in all sectors and regions to identify their highest-value opportunities, address their most critical challenges, and transform their businesses.

BCG’s customized approach combines deep insight into the dynamics of companies and markets with close collaboration at all levels of the client organization. This ensures that our clients achieve sustainable competitive advantage, build more capable organizations, and secure lasting results. Founded in 1963, BCG is a private company with over 90 offices in 50 countries.


SPONSORS

With a global network spanning more than 167 countries, BDO provides assurance, tax, risk advisory, and consulting services to media, software, hardware, fintech and life sciences companies with operations throughout the world. BDO’s professionals not only have deep experience helping clients navigate the many issues affecting the industry, but are instrumental in helping them achieve their larger business goals. Innovation is essential to ensuring success in the technology industry. And in an environment marked by shifting regulations and business models – whether companies are investing in research and development, automation, acquisitions, new products, upskilling the workforce or overseas expansion – sound fiscal practices and access to capital are more important than ever.

John RoseManaging Director & Senior [email protected]+1 212 446 2616www.bcg.com

Patrick DonoghuePartner, Transaction & Restructuring Advisory [email protected]+1 212 885 8169www.bdo.com

Ray ShuManaging Director & Group [email protected]+1 770 246 8520www.capitalone.com



SPONSORS

At S&P Global Market Intelligence, we know that not all information is important—some of it is vital. Accurate, deep and insightful. We integrate financial and industry data, research and news into tools that help track performance, generate alpha, identify investment ideas, understand competitive and industry dynamics, perform valuation and assess credit risk. Investment professionals, government agencies, corporations and universities globally can gain the intelligence essential to making business and financial decisions with conviction.

S&P Global Market Intelligence is a division of S&P Global (NYSE: SPGI), which provides essential intelligence for individuals, companies and governments to make decisions with confidence. For more information, visit www.spglobal.com/marketintelligence.

Merrill Corporation is a leading SaaS technology provider for participants in the M&A lifecycle. The company’s platform, DatasiteOne, powers secure, intelligent due diligence, asset marketing and enterprise collaboration for thousands of deals globally. To learn more, visit www.merrillcorp.com.

Bryan KellerSales [email protected]+1 212 367 6122www.merrillcorp.com

Koller Search Partners is the trusted retained executive search partner for consumer and enterprise businesses looking to build winning leadership teams. Our consumer practice specializes in brands (direct to consumer and omnichannel), marketplaces, content, subscription and e-commerce platforms. Within our enterprise practice, we specialize in B2B information and vertical software (SaaS, content and services), events, marketing technology and advertising technology.

With offices in New York, Los Angeles and San Francisco, we are a full-service boutique firm with a highly focused, proactive approach, providing both a national and global presence. We are experts in our industries and serve as the go-to, trusted career advisor for top leadership talent, as well as advisors for private equity and venture investors.

Edward Koller IIIManaging [email protected] +1 212 763 1523www.kollersearch.com

Giacomo BareatoSenior Director, Product Management – Technology, Media & [email protected]+1 877 863 1306 www.spglobal.com

Morgan Lewis provides comprehensive corporate, finance, restructuring, litigation, employment and benefits, and intellectual property services in all major industries, helping clients address and anticipate challenges across vast and rapidly changing landscapes. We work with clients ranging from established, global Fortune 100 companies to enterprising startups and we approach every representation with an equal commitment to first understanding, and then efficiently and effectively advancing, the interests of our clients and arriving at the best results. We focus on both immediate and long-term goals with our clients, helping them address and anticipate challenges across vast and rapidly changing landscapes.

Founded in 1873, Morgan Lewis offers more than 2,200 lawyers and specialists—in 31 offices across North America, Asia, Europe, and the Middle East. The firm is unified in its long-held service philosophy that every action of its attorneys, in every representation, is driven first and foremost by achieving the immediate and long-term business goals of each client.

Robert [email protected]+1 212 309 6000www.morganlewis.com


About JEGI | CLARITYJEGI | CLARITY (www.jegiclarity.com), is the leading independent investment bank for the global media, information, marketing, software and tech-enabled services sectors. With offices in New York, Boston, London and Sydney, we have closed more than 700 transactions during our 30+ year history.


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Peer-to-peer network serving senior executives

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Subscription-based digital marketing solutions for SMB

Trusted source of financial advice for consumers

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Creative and experiential marketing agency

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SELECT B2B MEDIA ASSETS

Sales, marketing and growth consulting

January 2020


Digital content brand for the automotive sector

Tech-enabled B2B marketing solutions and digital newsletters


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Technology research and advisory firm

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Global business-to-business events specialist

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Data solutions for brands, retailers and manufacturers

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RECENT TRANSACTIONS

Omni-channel B2B database marketing solutions and software

Technology-led digital marketing agency

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HAS RECEIVED INVESTMENT FROM

National provider of special events products and services

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A PRIVATE NON-INSTITUTIONALINVESTMENT FIRM


Premier design events business based in Shanghai

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Design-led creative company

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May 2019 March 2019May 2019June 2019July 2019

Digital publisher and affiliate e-commerce monetization platform

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Danish multi-channel marketing agency

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March 2019March 2019

Leading UK media agency

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HAS SOLD THE REMAINING 24.9% STAKE IN

January 2019


HAS BEEN SOLD TO

March 2019

Graduate recruitment and early careers specialist

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Fundraising and marketing services to the nonprofit sector

January 2019

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www.jegiclarity.com

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Radical Reinventionwww.jegiclarity.com

LONDON90 Long AcreLondonWC2E 9RA+44 20 3402 4900

NEW YORK 150 East 52nd Street18th FloorNew York, NY 10022+1 212 754 0710

BOSTON One Liberty Square11th FloorBoston, MA 02109+1 617 294 6555

SYDNEYL35, Tower OneInternational Towers100 Barangaroo AvenueSydney, NSW 2000+61 2 8046 6840

radical reinvention - jegi · transform business models in response to rapid developments in the...

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