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Credit Suisse Australian Tech Forum

The Credit Suisse Australian Tech Forum will bring together unlisted and listed tech companies, industry experts and investors to discuss the outlook, challenges and opportunities for Australia’s homegrown tech landscape. 

Disruption down under: Homegrown tech opportunities

At the forum, speakers will discuss topics on how to value tech; AI, the future of work and the gig economy; the growing pains of global expansion; the democratisation of data; the hype versus the reality of 5G; the view from the boardroom of incumbents and a closer look at the high valuations of SaaS business models, plus much more.  

Agenda: Friday, April 5, 2019

08:45 – 09:00 Light breakfast & conference registration
09:00 – 09:10

Welcome address

  • James Disney, Co-Head of Investment Banking, Credit Suisse
  • Luk Janssens, Global Technology Specialist Sales, Credit Suisse
09:10 – 09:50

How to value tech

Should I use TAM, CAC, LTV, MAUs or ARR? Investors consistently grapple with how to accurately value tech companies that don’t conform to traditional valuation models. What should you look for and what questions do you need to ask? How do you build an effective and sustainable valuation model that can be applied broadly across a portfolio?

Discussion with:

  • Armina Rosenberg, Portfolio Manager, Grok Ventures
  • Niki Scevak, Co-Founder, Blackbird Ventures
  • Ben McCallum, PM (Emerging Companies), Regal Funds Management

Moderator: Luk Janssens, Global Technology Specialist Sales, Credit Suisse

09:50 – 10:30

The future of work & AI

Will technology transform human capital management - liberating both workers and companies? Big data and AI are increasingly finding applications across the workforce. On the one hand, AI and automation have the potential to disrupt traditional notions of a career and displace a range of workforce functions. On the other hand, big data applications are ushering a new era of human capital management, with the potential to facilitate more engaged workforces, more sustainable cultures and better safety performance. This will inevitably create risks and opportunities for companies as organized labour, wage negotiations, re-skilling and education all respond to the evolving landscape.

Discussion with:

  • Dr Michael Haywood, Founder & ED for Growth, LiveHire
  • Rudy Crous, Co-Founder & CEO, Shortlyster
  • Lachlan McKnight, Co-Founder & CEO, LegalVision

Moderator: Phineas Glover, ESG analyst, Credit Suisse

10:30 – 10:50 Coffee / smoothies / chat
10:50 – 11:30

TaaS – The rise of the human cloud & the impact of the gig economy

This panel probes into the depths of the 'Human Cloud' - the freelancing, crowdsourcing, shift-shifting workforce which is enabled by the websites/marketplaces and digital platforms transforming work across Australia . We dive deeper into each busines model: is B2B better than B2C? Do they deserve internet tech valuations, or are talent supplier multiples more appropriate? What are the barriers to entry? How important is the network effect and how is that measured? Are the B2B players just for SMEs, or can they tap the Enterprise market?

Discussion with:

  • Tim Fung, Co-Founder & CEO, Airtasker
  • Bridget Loudon, Co-Founder & CEO, Expert360
  • John Kearney, GM APAC, Deputy

Moderator: Sophie Robertson, Equity Sales, Credit Suisse

11:30 – 12:00

Fireside chat with Seek: How are they positioning themselves for the changing landscape of work

  • Simon Lusted, MD for Strategy & Platforms, SEEK (SEK.AU)

Moderator: Entcho Raykovski, Online Media analyst, Credit Suisse

12:00 – 12:40

Growing beyond Australia - Global ambitions & scaling

Technology enables companies to scale globally like never before but what are the challenges of rapid expansion across multiple geographies and how difficult is it in practice? This panel explores the real life challenges companies have faced when expanding offshore and provides insights for investors when assessing which companies are more likely to succeed when going global.

Discussion with:

  • Andy Watt, CFO, Nearmap (NEA.AU)
  • Carl Hartmann, Executive Director, Aussie Founders Network & Serial Entrepreneur
  • Hari Krishna, CEO, PropertyGuru

Moderator: Niki Scevak, Co-Founder, Blackbird Ventures

12:40 – 13:00 Re-fuel
13:00 – 13:40

Thoughts from the boardroom

AI, Big Data, Technological disruption, and Robotics are just as much topics for debate in the boardrooms of Australia’s largest companies as they are in tech startups. Australia’s boardrooms are very knowledgeable about the challenges facing traditional businesses from disruptive technologies. This panel gives a view from the incumbent’s position – the challenge of transforming an underlying business while retaining employee, shareholder and customer engagement.

  • Yasmin Allen, NED, Santos, ASX, Cochlear, George Institute for Global Health, National Portrait Gallery. Acting President Takeovers Panel. Chairman Advance
  • Holly Kramer, NED, Woolworths, Abacus, Australia Post, GO Foundation, Southern Phones, Western Sydney University
13:40 – 14:10

Fireside chat with Blackberry: Lessons from the disrupted

  • David Nicol, MD of A&NZ, BlackBerry (BB.US)

Moderator: James Disney, Co-Head of Investment Banking, Credit Suisse

14:10 – 14:50

Fireside chat with Telstra: How will 5G enhance connectivity?

The telco industry globally is in the midst of rolling out 5G networks, the next generation of mobile technology, which presents longer term opportunities for increased connectivity. The aim of this sessions will be to (1) outline the timing of the expected 5G rollout, (2) present areas where 5G will result in improved connectivity (for example, in the number of connected devices) and (3) discuss potential use cases for 5G technology.

  • Ashley Hunter, Executive, Wireless Access, Telstra (TLS.AU)

Moderator: Entcho Raykovski, Telcos analyst, Credit Suisse

14:50 – 15:20

Consumer data & trends – Power to the people

Speed. Convenience. Deals and the Democratization of Data. These are just some of the factors increasingly driving consumer behaviour, and companies are grappling with the opportunities and challenges of servicing customers in the new consumer world. Harnessing and harvesting data, investing in technology and building key partnerships are just some of the ways companies are competing. This panel explores how Australian companies are selling or helping companies sell in this new environment, and how some of the key changes in consumer behaviour and expectations are shaping the consumer landscape of tomorrow.

Discussion with:

  • Shelley Beasley, Chief Commercial Officer, Webjet (WEB.AU)
  • Bruce Buchanan, CEO, Rokt
  • Bernard Wilson, Executive, Product & Technology, Quantium

Moderator: Quinn Pierson, Small Cap analyst, Credit Suisse

15:20 – 16:00

SaaS - The holy grail?

High client retention, recurring revenues, scalable business models that are receiving increasingly high valuation multiples - is the SaaS business model everything it has been made out to be? The panel looks under the hood to better understand the competitive dynamics among SaaS companies, which are at times disrupting incumbents yet at other times strengthening their market position. While SaaS businesses attract high multiples for these characteristics, they also often benefit from attractive customer dynamics, be it a global scale opportunity, growing end demand or growing customer complexity providing opportunity for product adjacencies. But in what are often winner take most categories, and with highly operationally leveraged business models, the stakes can be high

Discussion with:

  • Wayne Gerrard, Co-Founder & CEO, RedEye
  • Sankar Narayan, CEO, SiteMinder

Moderator: Quinn Pierson, Small Cap analyst, Credit Suisse

16:00 – 16:40

The future of mobility is here – From mining to electric, autonomous vehicles

Discussion with:

  • David Finn, CEO & Founder, Tritium

Moderator: Kara Frederick, MD, Tiger Financial Group

16:40 Happy hour

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