The forum will include panel discussions on the Macroeconomy & Data Centers, the President/CEO panels and Mergers, Private Equity & IPOs. Online Tech CEO and President Mike Klein will be leading a session on Evaluating Data Center Business Models, May 24 at 8:30 A.M.
The session will cover the following industry topics and emerging trends:
- As colo players expand & wholesale players come down market and sell racks what is the distinction?
- Can new players enter the wholesale market? What is the price tag?
power pricing & lease pricing models and methodologies
- Impact of the cloud
- Building a shell vs. providing power and cooling vs. providing colocation/managed services
- Customer target and employee skill sets of different approaches
- Revenues and expenses of different approaches
- Transitioning to managed services: How much does it cost? How much revenue will it pull in?
Panel participants include C.J. Brucato III, Partner of Abry Partners, LLC; Carl Strang III, Managing Member of the 6/10 Corp.; Phil Horstmann, CEO of Ascent, LLC; Jonathan A. Schildkraut, Managing Director, Equity Research-Telecom Services & Data Center Services of Evercore Partners; and Drew Leonard of Savvis. Available panel participant biographies:
Mike Klein, President, Online Tech
Mike is a serial entrepreneur with more than 30 years of high tech business leadership, technology, and startup experience including CEO of Interlink Networks, Managing Partner of CompanyCrafters, and CEO /Founder of Steeplechase Software, an INC 500 Company which he sold to Schneider Electric. Prior to becoming an entrepreneur, Mike spent the first decade of his career working in sales, strategic marketing, product development at Motorola Semiconductor and Rockwell International.
Jonathan A. Schildkraut, Managing Director, Equity Research-Telecom Services & Data Center Services of Evercore Partners
Jonathan Schildkraut is a Managing Director in the Equity Research group, leading the equities coverage of Telecom Services companies, including data center operators, RBOCs, CLECs, alternative backbone providers, and tower operators. In 2010, Mr. Schildkraut was recognized in FT Starmine's annual Best Brokerage Analysts awards, where he ranked #1 in earnings estimates for Wireless (includes Towers), and #3 in earnings estimates for Diversified Telecom. In 2009, he ranked #1 in earnings estimates for Diversified Telecom, and #3 in earnings estimates for Wireless (includes Towers). In 2008, Mr. Schildkraut was recognized in Forbes's Best of the Brokerage Analysts awards, where he ranked #3 in Telecommunications. Mr. Schildkraut has been in the telecommunications industry since 1997.
Drew Leonard of Savvis Drew Leonard has over 16 years in the Telecom and Data Center industry. As Vice President of Colocation Product Management for Savvis, Drew is responsible for enhancing colocation services, growing the business through new client and market opportunities, and ensuring that customers receive the most current and cost effective solutions. Prior to joining Savvis, Drew was Director of Product Marketing at Switch and Data Facilities, and Director of Marketing at PAIX. As a seasoned marketing professional for these Data center and internet exchange providers, Drew’s primary focus was developing detailed strategic marketing plans leveraging market and revenue opportunity through market sizing. Drew has continued to specialize in market sizing, market share analysis, strategic planning, market-based pricing, product development, channel marketing, and sales development. Drew has a Bachelor of Science degree from the University of California.