ICE North America hosts:  TEN Investors’ Day

A TEN event

In partnership with SunTrust




Monday, May 13, Boston, MA


With the hype around the legalization and roll-out of sports betting in the US, comes a hyped investors’ interest. Eager to understand the investment opportunity in various parts of the value chain, impact of the regulatory models considered, value of partnerships being forged, investors have joined the rush to learn more, while companies in the sector are seeking capital to fuel their growth.


To bring the worlds of investment, gambling, betting, sports and media closer together to discuss investment opportunities coming at the intersection of sports and gambling, ICE North America, in partnership with SunTrust, is organising the TEN Investors’ Day, on Monday, May 13.


This is an invite-only, half-day event for investors and members of Clarion Gaming’s Executive Network (TEN), composed of senior level executives and key influencers, in Boston for ICE North America.


Investors’ Day Agenda


1:30 pm

Registration opens and networking

2 pm

Official opening by SunTrust and Clarion Gaming

2:10 pm

SunTrust opening: Where is the money – overview of the investment climate in the United States – sports wagering in a wider context of sector investments

  • Putting sports wagering in a wider context of sector investments
  • The value of sports wagering on its own vs. indirect benefits of using sports wagering as a traffic driver to casinos and as an engagement tool
  • What’s next: Is sports betting the Trojan Horse for wider real money online gaming state legalization?


2:30 pm


2:45 pm

Optimal regulatory models for sports wagering to drive investment value – what factors might influence the performance of various stakeholders and their valuations:

  • Overview of regulatory progress across the United States – what states to be on
  • Assessing political risks and market volatility
  • Implications of the Wire Act reinterpretation and possible outcomes of the litigation
  • Retail vs. digital (online and mobile)
  • Numbers of license holders/skins
  • Taxation frameworks and likelihood of royalty fees


3:45 pm

Q&A and networking break


4:15 pm

Your investment options – understanding the value chain for optimal investment decisions for your portfolio

  • The latest on market sizing
  • Operators vs. suppliers and technology providers vs. lottery
  • Land-based vs. digital businesses
  • Gambling vs. sports vs. media
  • US companies vs. the European/RoW ones
  • EBITDA margins – what could they look like across the value chain?
  • Synergies between the stakeholders to create partnerships and drive M&A


5:15 pm


5:30 pm

End of Investors’ Day

6 pm

Pre-ICE North America Networking Reception (transportation provided)

7 pm

TEN Dinner (transportation provided) – an opportunity for the Investors’ Day participants to continue discussing their partnerships and investments in a more informal and social environment



The Investors’ Day is an invite-only event offered to the members of The Executive Network and select investors attending ICE North America. For more information, please contact Gabriela Martins da Silva at Gabriela.DaSilva@clariongaming.com


About investors invited to the TEN Investors’ Day

This unique event, organised in partnership with SunTrust, will include portfolio managers and senior analysts from leading asset managers representing both equity and debt focused long only and long/short funds with combined assets under management well in excess of $1T.


About The Executive Network (TEN)

TEN is an exclusive group of carefully selected inspirational leaders and C-suite decision-makers, invited by Clarion Gaming in recognition for their impact on the evolution of the industry. Membership of TEN is strictly non-transferable and open to those individuals with the creativity, insight and influence to shape the future of gaming around the world.


TEN at ICE North America

TEN members enjoy exclusive benefits at selected number of Clarion Gaming events. At ICE North America, these will include (on a first come, first serve basis):

  • Complimentary access to TEN Investors’ Day on Monday, May 13, a day before ICE North America opens – an exclusive ability to network with the industry’s investors in an intimate setting
  • Invitation to the TEN Dinner on Monday, May 13
  • Access to the ICE North America Ampersand Lounge with its own concierge service throughout the two days of the show
  • TEN briefings with ICE VOX North America speakers (tbc)
  • Priority registration desk


For more information, please contact Gabriela Martins da Silva at Gabriela.DaSilva@clariongaming.com .


Supporting Partners

Global Advisory Partners

Global Partners

Media Partners