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  MISSION STATEMENT add
 
Broadband Financial CommitteeThe Broadband Financial Committee provides a forum for investors to interact with operators and vendors. It also provides leadership on key financial and finance-related issues that will advance wireless broadband entities. The Committee develops and promotes best practices for the wireless broadband industry and assists other WCAI committees with finance-related issues, including corporate governance, finance strategies, mergers and acquisitions and IPO.
 
LEADERSHIP
 
Committee Chairman
Philip Takken Philip Takken
Senior Manager, Technology, Media & Telecommunications
Deloitte

 
Committee Members
Declan Byrne

Declan Byrne
Chief Marketing Officer
Airspan

 
Susan Gay Susan Gay
Spectrum Owner
Baltimore Wireless Cable
 
Phil Merrill Phil Merrill
Manager
BeamSpeed
 
Scott Schober Scott Schober
President/CEO
Berkeley Varitronics Systems
 
Danielle Becker Danielle Becker
Finance & Development Manager
Commnet Wireless
 
Kevin Reidy Kevin Reidy
Vice President
RBC Daniels
 
Kevin Suitor Kevin Suitor
Vice President, Marketing & Business Development
Redline Communications
 
Carolyn Anderson Carolyn Anderson
Director, Corporate Marketing
Redline Communications
 
Rick Svensson Rick Svensson
Sr. Director, 4G / Mobile WiMAX
Samsung
 
Paul Thurneysen Paul Thurneysen
Vice President, Sales Engineering
Samsung
 
Joel Brick Joel Brick
Wireless Technical Director
Sioux Valley Wireless
 
Howard Verlin

Howard Verlin
Executive Vice President
Xanadoo Company

 
WCAI LIAISON
 
Susan Polyakova Susan Polyakova
Vice President, Communications and Strategy
WCAI
 
     

 

 

 
JOIN THE BROADBAND FINANCIAL TASK FORCE
 

The committee is open to members of the financial community, including investment bankers, venture capitalists, and other investment professionals who are actively engaged in the broadband sector.

Membership in the WCAI is required for participation in the task force. Benefits include access to WCAI resources such as the WCAI Industry Bulletin, the daily 4G Global Update, and access to other relevant WCAI committees and publications, as well as discounts to WCAI events.

WCAI Value Proposition for Investment Banking and Venture Capital Firms:

  • Facilitate deal-flow
  • Foster relationships with carriers & their eco-systems
  • Maximize exit strategy opportunities

WCAI Value Proposition for Financial Non-Government Organizations:

  • Get Access to private sector industry leaders
  • Stay current on most recent regulatory trends
  • Utilize Cost-effective channel for distributing relevant information

WCAI Value Proposition for Research Analysts:

  • Stay Abreast Of Industry Developments
  • Get Exposure To Industry Leaders
  • Grow Report & Consultancy Revenues

 

  2009 NEWS add
• Clearwire Raises $920 Million More to Fund WiMAX Buildout
• DigitalBridge Secures Funding for WiMAX Expansion in Rural U.S.
Inmarsat Completes Strategic Acquisition Focused on Government Services Business
• Worst Is Over for Mobile Startups, Executives Say
U.S. May Need as Much as $350 Billion to Extend Broadband
FCC Holds Hearing on Encouraging Broadband Capital Investment
• WCAI’s EMC, Financial Committee Meeting to Focus on Second Stimulus Funding NOFA
WCAI Call on Achieving Cost Savings with Green IT Now Available for Playback
VC Joins FCC, Will Focus on the Smart Grid
WCAI to Host a Call on Achieving Cost Savings with Green IT
• Venture Capital Investment in Green Technologies Rebounds with $1.2B in Q2 2009
Financial Committee Call: Forming Successful Partnerships for Broadband Stimulus Applications
IBM Boosts Stimulus Funding Lending Budget to US$5 Billion Worldwide
Broadband Financial Committee to Examine Cost Reduction Strategies on May 21 Call
WCAI Financial Committee Meeting to Focus on Broadband Stimulus Application Process
Broadband Everywhere Called Crucial to Digging Out of Economic Mess
WCAI Broadband Financial Committee to Hold Organizational Call April 8
Venture Capital Investment in Renewable Energy Exceeds $836.1M in Q1 2009
Google Forms $100 Million Venture Fund
• WCAI to Revive Broadband Financial Committee
Three-quarters of World’s Largest Investment Firms Factor Climate-Change Data
 
  2008 NEWS add

Wireless Industry Riding Out Financial Meltdown

Yankee Group Financial Forum Expands Expert Sessions April 23 Addressing Funding

 
2007 NEWS
 

• 700 MHz: A Pivotal Auction

• WCAI Global Carrier Investment Forum Highlights WiMAX as Mainstream
• SLR Point of View: WiMAX Base Station Deployments Strong
• WCAI Symposium To Feature Panel On 2007 BWA Forecasts For Global & American Markets
• WiMAX Security Gaps Present Revenue Opportunities, ABI Reports
 
NEWS 2006
 
• Intel Capital And EarthLink To Lead The WCAI Carrier Investment Forum Jan. 16 In San Jose
• Cisco To Discuss Municipal Wireless Business Models On WCAI Live! Radio On Dec. 22
• Top Sprint Nextel 4G Executive To Provide Insight Into Carrier’s Plans For 2007 & Beyond
• WCAI’s New Global Development Committee Reaches 30 Members, Launches News Daily
• Maravedis To Contrast WiMAX & 3G Prospects Across 100 Nations At Symposium
 

COMMITTEE CALLS
If you are an active WCAI member and want to participate in a committee call,
please contact Susan Polyakova, susan@wcai.com for call details.
December 17 , 2009, 2:00 p.m. EST

Maximizing Success for Your Broadband Stimulus Application in Final Filing Round

The second Notice of Funds Availability for BIP/BTOP economic stimulus funding is not expected until mid-January. Yet, many potential applicants are already hard at work developing plans for this second, and last, filing window.

Join the WCAI webinar and learn from Paul Sinderbrand, WCAI Counsel and a partner at Wilkinson Barker Knauer, LLP, what you should be doing now to maximize the odds that your second round application will be successful.

The webinar is organized by the WCAI’s Emerging Markets and Broadband Financial committees and is open to WCAI members only.

If you missed the webinar, please contact Susan, susan@wcai.com, for presentation materials

August 12 , 2009, 4:00 p.m. EST
WCAI to Host a Call on Achieving Cost Savings with Green IT

As WCAI members of all sizes are looking for ways to lower their operational costs during the economic recession, WCAI invited Rhonda Ascierto, a senior analyst at Datamonitor, to talk about ways to achieve that goal by deploying relatively inexpensive green technologies. Speaking on a conference call jointly organized by the WCAI’s Green Technology and Broadband Financial committees, Ascierto will also discuss some of the green strategies that businesses can pursue to achieve cost savings – and potentially gain a competitive advantage.  The call is scheduled for Wednesday, Aug. 12 at 4 pm ET and is open to all WCAI members. For more information, please contact Susan Polyakova.

Download the "Achieving Cost Savings with Green IT" call recording, available for playback <here>

PowerPoint File Download the "Achieving Cost Savings with Green IT" PowerPoint presentation <here>

June 24 , 2009, 4:00 p.m. EST

Forming Partnerships for Broadband Stimulus Funding Applications

The call will cover the following issues:

  • How can a partnerships help drive sustainable rural broadband and address operator challenges?
  • What will the evaluation teams at NTIA and RUS look for in a public-private partnership?
  • Are you better off going solo or joining a PPP?
  • How to find the right partner when applying for broadband stimulus funds?
  • How should you structure the business case for these partnership applications?
  • Guidance and useful tips on what it takes to form a successful partnership when applying for broadband stimulus funds.

Speaking on the call will be industry experts from Wireless 20/20: Berge Ayvazian, Stuart Brotman, Rob Franzo and Randall Schwartz.

 

May 21, 2009, 4:00 p.m. EST
PowerPoint File Download the "Telecommunications Enterprise Cost Reduction Strategies" PowerPoint presentation <here>

AGENDA FOR MEETING OF THE WCAI BROADBAND FINANCIAL COMMITTEE
Date: May 21, 2009
Time: 4:00 p.m. EST


1. Opening remarks.

2. Cost Reduction Strategies Applicable to Wireless Broadband Carriers
Presentation by Lisa Glover, Senior Manager, Deloitte Consulting followed by Q&A session

3. Going forward

  • Creation of a “Broadband Stimulus Expert Team” that provides regular updates to the Broadband Financial Committee and potentially through the WCAI website or webinar.
  • Selection of other finance related topics relevant to wireless carriers and presentation in monthly Broadband Financial Committee calls by field experts followed by Q&A.
    (potential topics: finance strategies for growing telecom companies, fraud detection strategies for wireless carriers, investment in green technology (potentially together with green technology committee etc.)

4. Closing of meeting.

 

 
 

 

 
  FINANCIAL LINKS add
 

The following organizations have shown their interest in the wireless broadband industry by speaking at or otherwise attending recent WCAI events, joining WCAI events as supporting Media Partners or by joining the association’s Broadband Financial Task Force.

 

Investment Analysts

 
Aberdeen Group
www.aberdeen.com
Ferris, Baker Watts, Inc.
www.fbw.com
BIA Financial Network
www.bia.com
First Albany
www.fac.com
Brad Peery Capital, Inc.
www.peery-inc.com
Legg Mason
www.leggmason.com
Deutsche Banc Alex. Brown
www.db.com

Precursor Group, The
www.precursorgroup.com

Dolphin Equity Partners
www.dolphinequity.com
UBS Investment Research
www.ubs.com
   

Industry Research Analysts

 
ABI Research
www.abiresearch.com
Kerton Group
www.kerton.com
Analysys
www.analsys.com
Maravedis, Inc.
www.maravedis-bwa.com
Five Wireless, LLC
www.fivewireless.com
Meta Group
www.metagroup.com
Flash Technologies & Information
www.dree.org
Pew Internet & American Life Project
www.pewinternet.org
Friedman, Billings, Ramsey & Co.
www.fbr.com
Pyramid Research
www.pyr.com
Gartner Group, The
www.gartner.com
Senza Fili Consulting LLC
www.senza-fili.com
IBM Research
www.us.ibm.com
SkyLight Research
www.skylightresearch.com
IDC
www.idc.com
Selbo Group, The
IGI Group
www.igigroup.com
Visant Strategies
info@visantstrategies.com
In-Stat/MDR
www.instat.com
Washington Analysis
gdellinger@washingtonanalysis.com
Kagan World Media
www.kagan.com
Yankee Group, The
www.yankeegroup.com
 

ATTORNEYS
 
   
Fish & Richardson, PC
www.fr.com
Rini Coran, PC
www.rinicoran.com
Fletcher, Heald & Hildreth, PLC
www.fthhlaw.com
Wilkinson Barker Knauer LLP (WCAI Counsel)
www.wbklaw.com
Mintz Levin Cohn Ferris Glovsky & Popeo
www.mintz.com
 
 

FINANCIERS & BROKERS
 
   
Apax Partners
www.apax.com
InOvate
www.inovate.com
Astra Funding Group
www.astrafunding.com
Intel Capital
www.intel.com
Bay Partners
www.baypartners.com

Ivy Hill Partners
www.ivyhill.com

BCE Capital
www.bcecapital.com
JP Morgan
www.jpmorgan.com
Bear Stearns Companies
www.bearstearns.com
Larkspur Capital
www.larkspur.com

Broad Oaks Advisors
www.broadoaksadvisors.com

Lehman Brothers Holdings
www.lehman.com
Cantor Fitzgerald Telecom Services LLC
www.cantor.com
Marconi Partners
www.marconipartners.com
Carlyle Group, The
www.carlyle.com
Matrix Partners
www.matrixpartners.com
Case Technology Ventures
www.cwru.edu
MediaSphere Partners
www.mediaspherepartners.com
Centennial Ventures
www.cenntennial.com
Merriman Curban Ford & Co.
www.merrimanco.com

CIBC World Markets
www.cibc.com

Merrill Lynch & Co.
www.ml.com
Citibank
www.citigroup.com
Nokia Venture Partners
www.nokiaventurepartners.com
Daniels & Associates
www.danielsonline.com
OVP Venture Partners
www.ovp.com
Doll Capital Management
www.dcmvc.com
Pac-Link Management, Inc.
www.paclinkventure.com
Eagle River Investments Piper Jaffray
www.pjc.com
Evercore Ventures
www.evercore.com
Railhead Partners, Inc.
www.railhead.us
Firsthand Funds
www.firsthandfunds.com
SG Cowen Securities Corp.
www.sgcowen.com
Fortunetech Partners
www.fortunetechvc.com
Signal Lake Venture Fund
www.signallake.com
Garage Technology Ventures
www.garage.com
Silicon Valley Bank
www.svbank.com
GE Capital
www.ge.com
Southwest Securities
www.swst.com
GE Structured Finance
http://gestructuredfinance.com
Sterling Venture Partners
www.sterlingcap.com

Goldman Sachs
www.gs.com

Stroh Publications
www.strohpub.com
Globespan Capital Partners
www.globespancapital.com
Vantage Point Venture Partners
www.vpvp.com/about/contact.asp
Granite Ventures
www.granitevc.com
Venture Capital Resource
www.venturehousegroup.com

Harbinger Venture Management
www.harbingervc.com

Veritas Advisors
www.veritas-advisors.com

Houlihan, Lokey, Howard & Zukin
www.hlhz.com

Vulcan Inc.
www.vulcan.com

HSBC
www.hsbc.com

Wachovia Securities
www.wachovia.com
Ignition Partners
www.ignitioncorp.com
William Blair & Co.
www.williamblair.com
InnovacomVC
www.innovacomvc.com
Wells Fargo & Co.
www.wellsfargo.com
 
 
MAJOR FINANCIAL REPORTS ON BROADBAND
The following organizations have shown their interest in the wireless broadband industry by speaking at or otherwise attending recent WCAI events, joining WCAI events as supporting Media Partners or by joining the association’s Broadband Financial Task Force.

2006 - 2007: Sample Reports

ABI Research

"WiMAX 2.0 – Why 802.16m Is Not Irrelevant"

Author: Philip Solis, Principal Analyst, Mobile Broadband
Date: June 28, 2007
www.abiresearch.com

George Mason University

"The Economics Of The Satellite Radio Merger"

Author: Thomas W. Hazlett, Professor of Law & Economics, George Mason University
Date: June 14, 2007

DragonWave

"Converged WiMax-Cellular Backhaul Networks Exploiting Wireless Ethernet Mesh Technology"

Author: Erik Boch, CTO
Date: May 2007

AEI-Brookings Joint Center For Regulatory Studies

www.aei.brookings.org

(November 2006)
"The Myth of Network Neutrality and What We Should Do About It"

Maravedis, Inc.

www.maravedis-bwa.com

Maravedis, Inc. of Montreal, Quebec is a leader in Telecom market research and analysis, specializing in Broadband Wireless Access technologies and markets. Serving the most prestigious names in the industry among vendors, regulators, service providers and other stakeholders, we offer our clients flexibility and results tailored to meet their needs. We do both publish landmark market reports on a regular basis, and perform consulting mandates for our clients.

Recent publications include:
"Maravedis predicts more than 750,000 BWA/WiMAX subscribers in Brazil by 2010"

"WiMAX Mobile at a Cross Roads"

"
WiMAX, NLOS and Broadband Wireless Access (Sub-11Ghz) Worldwide Market Analysis 2004-2008". More than 50% of WiMAX forum members already purchased this report! See website to download Table of Contents.

"Maravedis Announces Major New Report on BRS, EBS & WCS Regulatory & Licensing Analysis"
Maravedis "BRS, EBS and WCS Regulatory and Licensing Analysis"

"BWA Market Shares & Growth Charted By Maravedis"

Morgan Joseph

www.morganjoseph.com

Raising Funds From Venture Capitalists For 4G Carrier Build-Outs

New Paradigm Resources Group

www.nprg.com

Fixed Wireless Market To Top $1 Billion By 2009
Fixed wireless market could top $1.0 billion by 2009, targeting the high-volume wireless/wireline backhaul markets and large corporate enterprises, New Paradigm Resources Group predicted in a report.  Among its predictions: Fixed wireless carrier revenue derived from cellular backhaul could explode 50-fold to nearly $630 million by 2009, and revenue from special access and fiber extension, now slightly under $4 million, could reach $261 million in three years.  Tiny today, with expected revenue of just $1.2 million in 2006, broadband wireless/WiMAX backhaul market may show the highest growth rate of all, reaching $173 million in 2009, said the report.

SkyLight Research

www.skylightresearch.com

(2006)
Sky Light Research (SLR) is an objective, third party research firm focusing on wireless last mile WAN technologies.  SLR works with equipment vendors, operators, and the investment community to establish accurate and reliable numbers for reports that are published every 90 days, on a quarterly cycle. By analyzing current activity in the market, at silicon, equipment, and operator levels, SLR is able to help its clients make strategic decisions that help them to compete more effectively. Target markets  include:
  - point-to-point microwave radios,
  - point to multipoint broadband wireless access systems,
  - point to point Ethernet Bridges, and
  - narrowband or wireless local loop systems.

(2006)
Wireless Broadband State of Market 2006-2010 (2008 Volume Year for Mobile Broadband)
Mobility to claim almost 80% of the wireless broadband market by 2010
Scottsdale, Arizona, June 20, 2006—Sky Light Research, a trusted source for accurate and detailed wireless market research, published today Wireless Broadband State of the Market 2006-2010 report. The report includes an analysis of overall market trends as well as a five year forecast for the global wireless broadband... [more]

(2006)
SLR's Point Of View: The Importance Of An Ecosystem
The wireless ecosystem was a notable concept before August 8, but now that Sprint has announced its 4G technology choice there is no dispute that technology alone does not a decision make. Before it gave homage in the August 8th press conference to the runners up in the 4G race, Sprint outlined the four factors that benchmarked its decision... [more]

(2007)
SLR Point of View: WiMAX Base Station Deployments Strong
With all the talk about WiMAX, and the skeptical buzz about reality matching up with ambitious projections, the bottom line is not so much about what it can do as when it will ship and start bringing in revenue. Sky Light Research tracks wireless broadband revenue worldwide on a quarterly basis and WiMAX revenue has become a reality only recently...[more]

Stephens Inc.

www.stephens.com

(January 23, 2007)
Analyst Report
In our view, 2006 was a year of significant progress in the broadband wireless industry that set a solid foundation for growth in 2007. We think that whereas 2006 was largely devoted to showcasing the potential of WiMAX as a technology, 2007 will be the year the technology becomes more mainstream, as deployments accelerate, carrier business models get refined and consumer devices become available. This year's WCAI conference helped to underscore our view that WiMAX is very much on the cusp of becoming a mainstream technology. Further, the conference highlighted for us how the deployment of truly broadband-enabled networks will change the landscape of how carriers deploy and subscribers utilize wireless services [more]

Stifel Nicolaus

www.stifel.com

(March 2, 2007)
700 MHz: A Pivotal Auction
New Blood for Broadband & Video or Telco/Cable Sweep
The FCC’s upcoming spectrum auction in the 700 MHz band is shaping up as a key event in the communications industry: it could open the door to new wireless broadband and video competition to the Bells and cable, but the incumbents appear likely to make a strong bid to acquire much of the spectrum [more]

U.S. Federal Trade Commission

www.ftc.gov

(Staff Report, Sept. 2006)
U.S. Federal Trade Commission: "Municipal Provision of Wireless Internet"
  
Many leaders in the U.S. acknowledge that broadband Internet service (“broadband”)1 is crucial to the American people and its economy. For example, President George W. Bush noted in 2004 that: “This country needs a national goal for . . . the spread of broadband technology. We ought to have . . . universal, affordable access for broadband technology by the year 2007, and then we ought to make sure as soon as possible thereafter, consumers have got plenty of choices when it comes to [their] broadband carrier.”2 The President noted in 2004 that the U.S. ranked tenth “amongst the industrialized world in terms of broadband technology and its availability...

Wireless Communications Association International (WCAI)

WCAIwww.wcai.com

(2006)
WCIA Filing of Pelcovits
Dear Chairman Martin:
The Commission is evaluating a proposal by some within the Educational Broadband Service ("EBS") community to reinstate the former fifteen year maximum permissible term of any lease of EBS spectrum. The Wireless Communications Association International, Inc. ("WCAI") and a wide range of 2.5 GHz broadband system operators and EBS licensees oppose that proposal because a fifteen year term is simply too short to allow an adequate return on the multi-billion dollar investment needed to fully develop the 2.5 GHz band. WCAI has explained that reimposing a fifteen year maximum term limit would be contrary to the policies underlying the Commission's Secondary Market policies and will drive investment to other spectrum bands to the detriment of the very educators that the proposal purports to benefit. There is no valid policy reason for that to occur - EBS licensees are well-equipped to negotiate leasing arrangements that fully protect their current and future educational needs, and lessees are willing to accommodate those needs, without arbitrary "one size fits all" Commission restrictions. [more]

(April 26, 2006)
WIDAT Group AWS CONFERENCE
WCAI President & CEO, Andrew Kreig , addresses the WIDAT Group AWS CONFERENCE
Harvard Club, New York, NY
<Go to the Address>

(2006)
WCAI 2006
To Frame Debate On Muni-Wireless

Momentum for city-funded “Muni-Wireless” broadband services continues to expand this spring.  Illustrating this was an Associated Press article on May 13 headlined: “300 Communities Across US Developing Or Deploying Wi-Fi Projects,” noting the progress in initiatives in Philadelphia, Chicago, San Francisco and elsewhere.  [more]

 
 
 
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