Agenda

Wednesday 12 November, 2014

Morning

08:30 – 09:10

Registration and Welcome Coffee

09:10 – 10:30

Session 1: Keynote Session

09:10 – 09:15

Introduction from moderator

Moderator: Stefan Zehle , CEO, Coleago Consulting

09:15 – 09:40

Keynote Presentation

Gedeon Santos , Chairman, COM/CITEL; & President, Indotel, Dominican Republic

09:40 – 10:05

Keynote Presentation

Luis Lucatero , Chief of Regulatory Policy, IFT Mexico

10:05 – 10:30

Presentation

Congresswoman Doris Matsui , Co-Chair, Spectrum Working Group, House Energy and Commerce Committee

10:30 – 11:00

Morning Coffee

11:00 – 12:50

Session 2: Are current systems of spectrum regulation across countries in the Americas working or do we need to consider a new approach?

Continual technological developments putting an ever increasing squeeze on available spectrum has led to an examination of traditional ‘command and control’ methods of spectrum regulation, and questions on whether a more efficient and flexible system could be introduced utilizing regulatory and technological tools to facilitate increased sharing across bands. This session will look at the possible way forward to achieve this, how problems such as interference can be managed, and the most appropriate bands in which to allow shared use.

- What is the best way forward to manage sharing among uses, and what role do regulators need to play?
- Should spectrum licensees be allowed to negotiate together to find mutually beneficial sharing models rather than adhering to strict regulatory frameworks, and to what extent could this be expected to be beneficial with regards to improving coverage and speed?
- What competition issues may this raise, and how can these be dealt with?
- To what extent should receivers as well as transmitters be responsible for avoiding interference, and should ‘harm claim thresholds’ be introduced to reduce ambiguity in this area?
- What are the FCC plans for spectrum sharing in the 3.5GHz band, and what regulatory and technological tools are being used to implement this?
- If successful, to what extent could this model be extended to introduce similar sharing in other bands?
- To what extent is there a need for more (or less) co-ordination across the region, and is there a need to reassess the role of CITEL and ITU in regional co-ordination?

Moderator: Charles Firestone , Executive Director Communications and Society Program, Aspen Institute

11:00 – 11:15

Reinventing spectrum management for efficient spectrum sharing and DSA

Fernando Carrillo , Director General for Spectrum Planning, IFT Mexico; and, Vice Chair of the Permanent Consultative Committee II, CITEL

11:15 – 11:30

View from the FCC

John Leibovitz , Deputy Chief, Wireless Telecommunications Bureau and Special Advisor to the Chairman for Spectrum Policy, FCC

11:30 – 12:50

Panel Discussion

Pierre de Vries , Co-Director, Spectrum Policy, Silicon Flatirons Center, University of Colorado, Boulder
Charla Rath , Vice President - Wireless Policy Development, Verizon Wireless
Daniel Duguay , Director General of the Engineering, Planning and Standards Branch, Industry Canada
Robert Thelen-Bartholomew , Whitespace Subject Matter Expert, LS telcom

Afternoon

12:50 – 14:10

Lunch

14:10 – 15:45

Session 3: Incentive Auctions: Overcoming the key policy and technology challenges

The schedule for the incentive auctions in the US to take place has now been moved back to mid-2015 in order to allow the FCC to more time to work on the many complexities of one of the most technically complicated auctions of all time. This session will give an overview of their current thinking and plans and the schedule ahead, plus a look at the auction design and competition issues that need to be considered. Looking forward, it will also look to the best way to make use of the spectrum that is made available, and at developing a band‐plan to achieve this.

-Is the timeframe and schedule proposed for the auctions and ongoing re-planning realistic and what scope is there for flexibility?
-What measures have been put in place to promote competition, and to what extent can these be expected to be successful?
-What is the 600MHz bandplan adopted by the FCC as part of the auction rules, and to what extent does it provide measures to protect broadcasters from harmful interference?
-Will the proportion of spectrum that is to be made available for licensed and unlicensed spectrum users in the proposed new band-plan provide the right balance?
-What coordination is currently taking place between FCC and representatives in Canada and Mexico, and is this sufficient to ensure viewers in border areas are not harmed?


Moderator: Richard Marsden , Vice President, NERA Economic Consulting

14:10 – 14:25

Presentation

Gary Epstein , Head of Incentive Auction Task Force, FCC

14:25 – 14:40

Optimizing the use of spectrum released by incentive auctions

Chris Pearson , President, 4G Americas

14:40 – 15:45

Panel Discussion

Robert Yates , Co-President , LYA International Inc.
Chris Pearson , President, 4G Americas
Rick Kaplan , Executive Vice-President, Strategic Planning, National Association of Broadcasters
Brett Tarnutzer , Assistant Chief, Wireless Telecommunications Bureau and Incentive Auction Program Manager, FCC
Steve Sharkey , Chief Engineering and Technology Policy, Federal Regulatory, T-Mobile

15:45 – 16:05

Afternoon Break

16:05 – 17:30

Session 4: Breakout Sessions

Delegates will have the option of attending one of the two following parallel breakout sessions:

Breakout 1: The future of terrestrial broadcasting: Reverse auctions and beyond
Breakout 2: Traffic offloading - Innovative solutions for tackling spectrum bottle-necks

16:05 – 17:30

Breakout 1: The future of terrestrial broadcasting: Reverse auctions and beyond

The upcoming incentive auctions create both challenges and opportunities for broadcasters, including those who decide not to participate and instead remain in the broadcasting business. And, regardless of the outcome of the auctions, big changes are in store for terrestrial broadcasting. If the auctions succeed, the number of U.S. broadcast stations will shrink by as many as 400 stations. In the meantime, technological progress is enhancing the ability for broadcasters to channel share, and standards setting bodies are working on two future generations of the advanced television standard, ATSC 2.0 and ATSC 3.0, which would potentially facilitate interactive television and enable broadcasters to offer mobile broadband services.

- What is being done to ensure that broadcasters are aware of the rules and processes that will govern the reverse auctions, and how can it be ensured that those are taking part are fully prepared?
- How many broadcasters can be expected to participate in the incentive auctions, and how much are they likely to receive in return for relinquishing their licenses?
-To what extent can channel sharing be considered as a viable alternative for stations that want to give up their spectrum?
-What will the new bandplan look like and how comfortable can broadcasters be that their signals will not be subject to interference?
-Can the re-worked bandplan be expected to offer a long‐term solution, or is there a possibility that this process will be repeated sometime in the short to mid term future?
-If the maximum bandplan is cleared, what will this mean for the long-­‐term future of the terrestrial broadcasting industry?
-Is a shift to a new standard a realistic possibility? What are its likely capabilities and when might the transition occur?


Moderator: Dr. Jeffrey A. Eisenach , Senior Vice President & Co-Chair, Communications, Media, and Internet Practice, NERA Economic Consulting

Howard Symons , Vice Chair, FCC Incentive Auction Task Force
Eddie Hernandez , Director of Operations & Engineering, KJLA-TV
Preston Padden , Executive Director, Expanding Opportunities For Broadcasters Coalition
Mark Aitken , VP Advanced Technology, Sinclair
Simon Edkins , Senior Economist, Copenhagen Economics

16:05 – 17:30

Breakout 2: Traffic offloading - Innovative solutions for tackling spectrum bottle-necks

The unlicensed 5GHz band has traditionally been the preserve of WiFi devices, but recently proposals have been launched to use the band to deploy LTE, in what some are saying is the first step towards 'operator-neutral' Small Cells. This session will look at how this could assist with traffic offloading, and what it may mean for the carrier WiFi market. Taking things a step further, it will also look at innovations in other technologies (e.g. satellite), and the role that they can play in offloading traffic and reducing demand for traditional mobile spectrum.

- Can LTE-U and WiFi be complementary and co-exist in the same spectrum, or do the 2 technologies provide a competitive threat to each other?
- Is there any way in which future data demands can be met without a need for traffic offloading?
- If offloading is required, what technology mix would provide the most efficient method?
- With video content estimated by some to be responsible for upto 80% of the increase in data traffic, what can be done to reduce the risk of these data-heavy services causing infrastructure congestion?
- What will the spectrum requirements of these technologies be, and what bands can be used?

Moderator: Graham Louth, Partner, Aetha Consulting Mary Brown , Senior Director, Technology and Spectrum Policy, Cisco
John Kuzin , Senior Director - Government Affairs - Regulatory, Qualcomm
Gerry Oberst , Senior Vice President, Global Regulatory and Governmental Strategy, SES
Leonel E. Hochman , Analyst – Strategic Planning Area, Engineering Management, CNC Argentina

17:30 – 19:00

Drinks and networking reception

Thursday 13 November, 2014

Morning

08:30 – 09:00

Registration and Welcome Coffee

09:00 – 09:20

Opening Keynote Presentation

Commissioner Mignon Clyburn , Commissioner, FCC

09:20 – 11:20

Session 5: Spectrum Issues and Priorities Ahead of WRC-15

WRC-15 is considered by many to be the most important for many years, with many crucial spectrum and bandplan issues up for discussion. As the Americas region reaches its final preparations in developing its common proposals and positions, this session will look at some of the key decisions still to be made, and the key milestones and timeframes ahead as well as a focus on some of the more contentious issues, such as the conflicting solutions proposed for 600MHz band.

Moderator: Fernando Carrillo, Director General for Spectrum Planning, IFT Mexico

09:20 – 09:50

‘State your case’ – Should the 470-698 MHz band be identified for IMT / terrestrial mobile broadband?

Winston Caldwell , Vice President, Spectrum Engineering, Advanced Engineering, Fox Networks Group
Scott Bergmann , Vice President, Regulatory Affairs, CTIA

09:50 – 11:20

Panel Discussion: Delivering regional positions that meet the needs of all spectrum users across the Americas

- What are the key milestones and timeframes ahead as we build up to the WRC-15 Preparatory Meeting in March 2015 and then the conference itself?
- Where do we currently stand with regards to the development of the common proposals and positions for the WRC-15?
- In which agenda items is there general consensus on common positions, and in which items is there still disagreement?
- When considering common regional positions and policy objectives, how can it be ensured that the long term objectives of all stakeholders are being considered and a balanced and future-proof approach is achieved?

Moderator: Fernando Carrillo, Director General for Spectrum Planning, IFT Mexico; and Vice Chair of the Permanent Consultative Committee II, CITEL Scott Blake Harris , Chair, FCC's Advisory Committee for WRC-15
Hector Bude , Chairman, CITEL Working Group for the Preparation for WRC-15
Veena Rawat , Senior Spectrum Advisor, GSMA
Alexandre Jobim , President, International Association of Broadcasting
Kimberly Baum , Director, Americas, GVF Satellite Spectrum Initiative

11:20 – 11:40

Morning break

11:40 – 13:00

Session 6: Innovating to meet the spectrum requirements of 5G, the Internet of Things and the future networked society

5G is seen as the next frontier of innovation for the mobile industry, with many suggesting that it will provide speeds that are several 100 times faster than 4G networks and require capacity to carry 22 times as much traffic as today. This, coupled with other projected trends (such as the growth of M2M communications), means that existing technologies and policies are not sufficient to accommodate the forecasted demand for wireless connectivity. This session will look at the challenges ahead and explore innovative new technology and policy solutions that can help find the additional spectrum capacity to meet the needs of the networked society of tomorrow.

-What is meant by ‘5G’ and how will it affect how we use spectrum?
-What additional spectrum requirements will be needed to meet the demands of the future networked society, and what technological and regulatory solutions exist to provide a solution to this?
-To what extent can shared solutions be used to meet spectrum needs?
-What spectrum and technology requirements will be necessary to deliver the required services, and can spectrum above 6GHz help to provide a solution?
-To what extent can satellite communications play an important role in an increasingly connected environment?
-How much co-ordination is being seen both within the Americas and globally as we move towards defining the shape and requirements of a future networked system?

Moderator: Walter Johnston , Chief of Electromagnetic Compatibility Division, Office of Engineering & Technology, FCC

Darrin Mylet , Business Operations and Regulatory Affairs, Adaptrum
Jim Kohlenberger , President, JK Strategies
Preston Marshall , Wireless Networking, Google
Otavio Caixeta , Chief of Staff, Secretary of Telecommunications, Ministry of Communications, Brazil
John Kuzin , Senior Director - Government Affairs - Regulatory, Qualcomm

Afternoon

13:00 – 14:00

Lunch

14:00 – 15:20

Session 7: Breakout Sessions

Delegates will have the option of attending one of the two following parallel breakout sessions:

Breakout 1: What role can federal and public spectrum play in tackling short and long term spectrum shortages?
Breakout 2: Spectrum licenses – is there a need to rethink length and geographical aspects of license awards?

14:00 – 15:20

Breakout 1: What role can federal and public spectrum play in tackling short and long term spectrum shortages?

In the US, the federal government holds an estimated 60% of spectrum (including over half of the valuable 300 MHz to 3 GHz spectrum), yet pays only a tiny fraction of market value. This situation is something which is repeated in many other countries throughout the region - there is widespread consensus that in general the efficiency of federal and public sector spectrum is not currently being maximized, and that some could either be reallocated or made available on a sharing basis to more efficient private users. However, often there is little incentive for federal bodies to do this and currently no market or budgetary mechanism to encourage reallocation, which has led to any progress in this area to be extremely slow and complicated.

- What bands are currently allocated for public sector use in countries across the Americas, and what potential could these offer for shared-use or reallocation to commercial sector users?
- Should federal government have to pay market rates for spectrum (as is the case in UK and Australia)?
- What approaches should be considered to motivate federal agencies and public bodies throughout the Americas to share or give up spectrum, and could a move to administrative incentive pricing (AIP) provide a solution?
- What technologies are available to increase the efficiency of federal spectrum and help to facilitate sharing?
- What approaches to sharing, LSA or licence exempt, including dynamic access, would offer the most feasible approach to release additional bandwidth?
- How much extra spectrum could a reform of Government spectrum use of this kind make available, and in which bands?


Moderator: Nancy Victory , Partner, Wiley Rein

Paige Atkins , Deputy Associate Administrator for Spectrum Planning and Policy, Office of Spectrum Management, NTIA
Brent Skorup , Research Fellow, Technology Policy Program, Mercatus Center, George Mason University
Jonathan Spalter , Chair, Mobile Future
John Leibovitz , Deputy Chief, Wireless Telecommunications Bureau and Special Advisor to the Chairman for Spectrum Policy, FCC
MG Robert Wheeler , Deputy CIO for C4 and Information Infrastructure Capabilities, Department of Defence

14:00 – 15:20

Breakout 2: Spectrum licenses – is there a need to rethink geographical aspects of license awards?

Both FCC and Industry Canada (and some LATAM countries) currently license on basis of geographic tier levels. This has emerged as a controversial subject, pitting local operators, who want smaller licences, against national players, who want big ones. Boundaries are also often out of date and don’t necessarily reflect coherent populations any more. This session will look at this issues, and ask whether there is a need for a rethink in the current framework for licensing spectrum.

-When considering geographical aspects of licences, is a framework based on smaller Cellular Market areas (CMAs) or larger Economic Areas (EAs) most appropriate?
-Can the ‘middle ground’ of Partial Economic Areas (PEAs) provide a solution?
-What are the advantages and disadvantages to each approach, and where does the balance lie in finding an option that is fair to both smaller and larger operators?
-Is there in addition a need to update geographical boundaries, and on what basis should this be done?


Moderator: J. Armand Musey , Managing Director, Goldin Associates, LLC

Blaise Scinto , Chief of Broadband Division, Wireless Telecommunications Bureau, FCC
Erin Fitzgerald , Associate, Bennet & Bennet PLLC
Johanne Lemay , Co-President , LYA International Inc.
Scott J. Wallsten , Vice President for Research and Senior Fellow, Technology Policy Institute

15:20 – 15:35

Afternoon Break

15:35 – 17:15

Session 8: Competition Measures in Spectrum Awards

One big consideration for regulators when allocating licences for spectrum is the need to protect competition. A number of competition safeguard tools are available to assist with achieving this, such as the use of spectrum caps that limit the amount of spectrum any individual bidder can buy, or to reserve spectrum for particular bidders in order to guarantee new entry. This session will look at some recent auctions that have taken place across the Americas, the designs that were used and the results that were achieved, and then look more generally at the extent to which pro-competition measures should be used, and what can be done by regulators to ensure that they get the balance right.

Moderator: Graham Louth, Partner Aetha Consulting

15:35 – 15:45

Avoiding Distortion in Spectrum Auctions

Stefan Zehle, CEO, Coleago Consulting

15:45 – 15:55

Competition and Spectrum Holding Policies in the US

Nese Guendelsberger , Deputy Chief, International Bureau, FCC

15:55 – 16:05

Case Study: Recent Auctions in Uruguay

Hector Bude , Chairman, CITEL Working Group for the Preparation for WRC-15

16:05 – 16:15

Case Study: 700MHz Auctions in Brazil

Otavio Caixeta , Chief of Staff, Secretary of Telecommunications, Ministry of Communications, Brazil

16:15 – 16:25

Pro-Competition measures vs. open market - which is best for ensuring competitive markets?

Graham Louth , Partner, Aetha Consulting

16:25 – 17:15

Panel Discussion: How can regulators ensure the protection of competition when allocating spectrum, and when (if ever) should pro-competition measures be used?