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Puck & MoffettNathanson's In The Arena
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Jane Robinson

Graphic Designer

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12 pm

Welcome and Introductions

Our VP of Product Marketing, Ingrid Wantuch, kicks off the event with a welcome message.

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About

Puck's John Ourand and MoffettNathanson's Michael Nathanson and Robert Fishman leverage their access, research, and insights for an unparalleled look at the future of the sports media business.



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Location & Date

September 
15
, 
2025
10:00am
–
4:00pm

Speakers

Bela Bajaria

Chief Content Officer, Netflix

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Charlie Baker

President, NCAA

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Matt Strauss

Chairman, NBCUniversal Media Group

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Michael Nathanson

Senior Research Analyst, MoffettNathanson

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Robert Fishman

Senior Research Analyst, MoffettNathanson

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John Ourand

Sports Correspondent, Puck

Schedule

8:30 AM

Check-In & Breakfast

Join us before programming kicks off for coffee and breakfast!

9:00 AM

Welcome to In the Arena

Introductions from Jon Kelly, Founder of Puck, John Ourand, Sports Correspondent at Puck and Michael Nathanson, Partner at MoffettNathanson.

9:10 AM

A Fanatic's Notes

Michael Rubin, the founder and C.E.O. of Fanatics, candidly discusses the expansion of the space and evolution of his business model into gaming, memorabilia, fandom, and beyond.


Moderators: William D. Cohan, Puck & Michael Nathanson, MoffettNathanson


9:45 AM

The Beautiful Game

A discourse on the tectonic shifts in the global soccer industry: the increased value of foreign rights, the extraordinary value creation in the women’s game, and the newfound commercialization opportunities as the World Cup descends on North America.


Panelists: Sarah Jones Simmer, Seth Bacon, and Russell Wolff

Moderator: Dylan Byers, Puck


10:25 AM

The Rights Stuff

Fox Sports C.E.O. Eric Shanks gives notes and shares observations on the evolving media rights marketplace amid the ongoing generational behavioral and platform shift.


Moderators: Michael Nathanson & Robert Fishman, MoffettNathanson


11:00 AM

The $76 Billion Man

NBA commissioner Adam Silver reflects on the league’s new and historic $76 billion media rights package, global expansion, and meeting fans where they are—across borders and platforms.


Moderator: John Ourand, Puck


11:35 AM

Give Me Liberty…

Derek Chang, the C.E.O. of Liberty Media, has a unique perspective on all aspects of the business—from his Formula 1 rights deal to the broader ‘25 marketplace.


Moderators: Dylan Byers & Robert Fishman


12:10 PM

The Commander-in-Chief

Josh Harris, the O.G. private equity co-founder turned sports entrepreneur, was an early visionary in the asset class of pro sports—and is probably the only person in Washington everyone likes. He previews his next chapters, including his expectations for his new stadium in D.C.


Moderator: John Ourand


12:45 PM

Networking Lunch

Presented by Monumental Sports

Remarks by AJ Jones, Monumental Sports

1:35 PM

Seeing RedBird

RedBird founder Gerry Cardinale offers his insights into the professionalization of college sports, the role of private equity in the NFL and beyond, and the underappreciated elements of the asset class.


Moderators: John Ourand & Michael Nathanson


2:15 PM

If You Build It…

As the business model of professional sports embraces a hybrid structure, real estate and hospitality are becoming increasingly integral ingredients. This panel will explain how the real estate industry is inserting itself into the capital structure.


Panelists: Joe Ritchie, Anmol Malhotra

Moderator: Alex Bigler


2:40 PM

Hans Solo

The NFL’s top media executive, Hans Schroeder, harmonizes the league’s extraordinary growth against the backdrop of general business shifts—its forthcoming rights negotiations, internationalism, and scheduling expansion.


Moderator: John Ourand


3:15 PM

The Great Rebundling

As platforms, viewing habits, and expectations change, the industry has been forced to reevaluate traditional orthodoxies about bundling and value. Three leaders in the space share their thoughts and observations about the transformation.


Panelists: Rob Thun, Keith Bowen, and Joe Franzetta.

Moderators: Michael Nathanson & Robert Fishman


4:00 PM

Streamweavers

Amazon Prime Video business honcho Jay Marine shares observations about sports streaming in its maturity era, and what to expect in the next phase of its evolution.


Moderator: John Ourand


4:30 PM

Networking Reception

Join us for drinks and bites, mixing and mingling to wind down the day.

5:30 PM

Doors Closed

We'll see you next year!

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