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The 2018 IP100® Executive Forum Panelists
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The IP100 Executive ForumThe 2018 IP100® Executive Forum
February 15-16, 2018
Arizona Biltmore, Phoenix, AZ

IP Competitiveness in a Global Market

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Confirmed Speakers

Paul Bernal, Boeing IP Licensing Co.
Kevin Burgess, McKool Smith
Walter G. Copan, Ph.D., NIST
Robert Earle, Ericsson
Bill Goldman, Nagra Kudelski
Michael Gulliford, Soryn IP Group
Phil Hartstein, Finjan
Geoff Hoggard, Microsoft
Edward Jung, XiNova 
Ken Korea, Samsung
Mike Lasinski, 284 Partners
Daniel W. Levy, McKool Smith
Jim Malackowski, Ocean Tomo
Matt McNair, Ohio State University
Judge Paul R. Michel
Michele Moreland, Fortress Investment Group
Tanya Moore, Sonos
Michael Pierantozzi, Hewlett Packard Enterprise (HPE)
Steve Pollinger, McKool Smith
Courtney Quish, TiVo
Kent Richardson, ROL Group
Joe Siino, VIA Licensing
Faisal Syud, GE
Paul Zastrow, Rockwell Collins

 

Paul Bernal

Paul Bernal

Paul Bernal currently leads Global Patent & Technology Licensing Business Development for The Boeing Company and is responsible for licensing trademarks & copyrights, trade secrets, patents, and technologies for application in non-aviation related markets.  Previous position in licensing was focused on aerospace licensing in support commercial aircraft, government, defense & space products.

Mr. Bernal has been an associated with innovation, business development, strategy, and IP licensing for The Boeing Company since 2004. He brings a wide-ranging background to his roles, with expertise in business development, licensing, financial analysis, operations, sales, and marketing. Mr. Bernal assesses Boeing's developmental projects and products for market viability outside of its core areas of business. He coaches and mentors project leaders, guiding them through the business development lifecycle, helping to transform ideas into sound business proposals. He has prepared market analysis, opportunity assessments, business plans, IP strategies, technology collaboration, and innovative business models.

Prior to Mr. Bernal's return to The Boeing Company, he served as a Global Account Manager for Microsoft's World Wide Operations Division.  While at Microsoft he managed both domestic and international client relationships with marketing, licensed product groups, manufacturing, planning and operations for targeted lines of business. He also developed initiatives through business case analysis, supply chain audits, lean principle assessments, and licensing. Paul also coordinated sales, marketing, operations, and supplier campaigns. 

Mr. Bernal has been a principal in three startups, responsible for strategic planning, private stock equity placement, filings with regulatory agencies, sales & marketing, licensing, business development, and operations. Two of these companies Paul founded and later sold.


Mr. Bernal has a Bachelor of Science in Finance from Central Washington University, Masters in Business Administration with concentrations in Marketing and Management from Seattle University, and Executive Leadership Certification from the Sloan School of Management from the Massachusetts Institute of Technology (MIT).

Paul is a 3rd Degree Black Belt in Taekwon-Do, enjoys yoga and spending time with his family.

 

Kevin Burgess

Kevin Burgess

Kevin Burgess is a principal in McKool Smith's Austin office. He focuses on commercial litigation involving complex technical matters, particularly patent infringement disputes. Kevin is recognized as a leading U.S. patent litigator by many of the country's major legal rankings and directories, including Chambers USA, Benchmark Litigation, and Best Lawyers. A recent edition of Chambers USA notes that he "has excelled in defense and plaintiff infringement actions, frequently involving very complex technical applications." He is licensed to practice in Texas, having graduated from Moritz College of Law at The Ohio State University. He also served as a judicial clerk to the Honorable William C. Bryson, U.S. Court of Appeals for the Federal Circuit. Kevin is a fellow of the Litigation Counsel of America (LCA).

 

Dr. Walter G. Copan

Walter G. Copan. Ph.D.

Dr. Walter G. Copan was confirmed by Congress as Under Secretary of Commerce for Standards and Technology and NIST Director on October 5, 2017.

As NIST Director, Dr. Copan provides high-level oversight and direction for NIST.

He has had a distinguished and diverse career as a science and technology executive in large and small corporations, U.S.  government, nonprofit and other public-sector settings.

Dr. Copan formerly served as president and CEO of the IP Engineering Group Corporation, providing services in intellectual property strategy, technology commercialization and innovation. Until June 2017, he was founding CEO and chairman of Impact Engineered Wood Corporation, an advanced materials technology company. He also is a founding board member of Rocky Mountain Innovation Partners, where he led technology transfer programs and innovation services on behalf of the U.S. Air Force Academy, U.S. federal labs and academic institutions and helped foster entrepreneurial businesses in the Rocky Mountain West. He also served with the National Advisory Council to the Federal Laboratory Consortium for more than 5 years, providing industry inputs to advance the U.S. economic impacts of the federal laboratory system.

From 2010–2013, Dr. Copan served as managing director of Technology Commercialization and Partnerships at DOE's Brookhaven National Laboratory (BNL). Among his accomplishments were leading the creation and implementation of the new DOE technology transfer mechanism, "Agreement for Commercializing Technology" (ACT), to facilitate collaborations between the federal labs and U.S. corporations. He led the "Startup America" initiative on behalf of DOE for entrepreneurial business creation, and he initiated the DOE's new Small Business Innovation Research – Technology Transfer (SBIR-TT) program, which built upon the experiences of NIST. He served as founding partner and board member of the "Accelerate Long Island" alliance for innovation, economic development and early stage investment.

From 2005–2010, Dr. Copan was executive vice president and chief technology officer at Clean Diesel Technologies, Inc., an international technology development and licensing firm. He spearheaded the company's transformation, growth and listing on NASDAQ (CDTI), as well as the company's subsequent merger. Prior to joining CDTI, Dr. Copan served at the DOE's National Renewable Energy Laboratory (NREL) as Principal Licensing Executive, Technology Transfer. There, he led organizational changes that strengthened relationships with industry and the investment community, and led to the more productive commercialization of energy-related technologies.

After earning dual B.S./B.A. degrees in chemistry and music from Case Western Reserve University in 1975, Dr. Copan began his career in chemicals and materials research at the Lubrizol Corporation (now part of the Berkshire Hathaway Group). He earned a Ph.D. in physical chemistry from Case Western in 1982, and subsequently held leadership positions at Lubrizol in research and development, strategy, business unit management, venture capital, and mergers, acquisitions and strategic alliances in the U.S. and abroad. As managing director, Technology Transfer and Licensing, from 1999–2003, he was responsible for Lubrizol's corporate venturing and open innovation, technology strategy, business development, intellectual assets and the technology licensing business.

Dr. Copan is a patent holder, has authored numerous professional publications and presentations, and has served on the boards of many organizations, including the Licensing Executives Society (LES) USA and Canada, where he recently served as regional vice president for LES USA. He has contributed to the U.S. National Academy of Sciences, the Council on Competitiveness, the World Intellectual Property Organization and the United Nations on innovation, technology transfer, energy and economic development matters.

 

Robert Earle

Robert Earle

Robert Earle is Vice President, Patent Assertion and Enforcement at Ericsson. Robert's group within Ericsson's IPR organization is responsible for driving Ericsson's global patent assertion and enforcement activities. Specifically, he is involved in developing Ericsson's global patent assertion and enforcement strategy, providing detailed technical analysis of Ericsson's industry-leading portfolio of over 44,000 patents, as well as the mapping of those patents against the products and services being provided by potential licensees.

Robert Earle joined Ericsson in 2014 as Vice President for Assertion and Enforcement. Prior to joining Ericsson, Robert was a partner with Fish & Richardson in its Dallas office. He has first chair experience in multiple jury trials representing clients before federal and state trial courts. His experience includes representing top international companies in patent litigation cases. Robert also served as a United States naval officer for nine years prior to attending law school.

Robert Earle holds a Juris Doctorate, as well as a Master's degree in electrical engineering from the Naval Postgraduate School, Monterey, California.

 

Bill Goldman

Bill Goldman

With close to two decades of patent experience under his belt, Bill is a seasoned IP veteran. Bill has a BS in Electrical & Electronics Engineering from Michigan State University and a JD from Syracuse University. Bill originally joined Limbach & Limbach LLP, a boutique patent firm in San Francisco, focusing on global patent prosecution and portfolio development strategies. He later joined the technology law firm Gray Cary which ultimately merged into DLA Piper, where Bill was a partner in the patent litigation group. After years of successfully trying patent cases to verdict before multiple district courts and the ITC Bill later joined Intellectual Ventures' divestiture and licensing business helping IV achieve over $1B in licensing revenue in 2011. Since 2012 Bill has been VP of Intellectual Property for the Kudelski Group, a Swiss technology leader for over 65 years in video, pay television and over the top end-to-end content delivery and content security. He was a co-founder of the licensing business at Kudelski and has helped lead the Group's widely successful monetization activities leveraging a portfolio of over 5,500 patents and applications worldwide.

 

Michael Gulliford

Michael Gulliford

Michael Gulliford is the Founder and a Managing Principal of Soryn IP Group, a patent advisory and litigation finance firm headquartered in New York City. In addition to its robust advisory practice, which was responsible for the most talked about patent deal in 2017, Soryn manages one of the largest funds in the U.S. dedicated to patent litigation finance via its Soryn Capital affiliate. Michael has repeatedly been named to the list of the Leading IP Strategists in the World, and is regularly asked to speak and publish on the latest patent developments. Prior to founding Soryn, Michael was a partner in the patent litigation group at Kirkland & Ellis LLP. 

 

Phil Harstein

Phil Harstein

Phil Hartstein is president and CEO of Finjan Holdings, Inc. (NASDAQ: FNJN), a cybersecurity company with a rich 20-year history. He oversees the direction and management of current assets and future investments and works with Finjan's executive management team to implement the shareholders' vision of a public technology company and advance its position as a global leader in proactive behavior-based cybersecurity technologies. Through its subsidiary, Finjan, Inc., the company holds IP assets cover landmark technologies that detect malicious code and protect end users from identity and data theft, spyware, malware, phishing, trojans and other online threats. To date, Finjan has licensed its intellectual property to major technology companies and generated over $250 million in licensing fees through its licensing and enforcement programs. The company has recently expanded its licensing program through several successful cross-licenses through its Finjan Mobile subsidiary and the recent formation of Finjan Blue which incorporates cybersecurity IP assets from IBM. The company has extended its innovative history in cybersecurity to launch businesses in both mobile security application development and risk advisory services, and has seen early returns from its investment in next-generation cybersecurity technologies through Jerusalem Venture Partners.

Mr. Hartstein has worked in several technology and IP-related roles over the past 17 years. He started with a boutique IP law firm, worked in-house for a venture capital-funded start-up, spent time in IP consulting and IP brokerage firms and – before joining Finjan – spent four years with two groups focused on bringing both private and public market capital, expertise and credibility to the licensing and enforcement of patent rights on behalf of owners.

Mr. Hartstein has a BS in industrial technology from California Polytechnic, San Luis Obispo. He is active in a number of industry organizations and is regularly invited to speak on patent and policy related topics. He is a named inventor and patent holder with more than two dozen pending and issued patents across a number of disciplines. He has been working diligently to establish standards for patent licensing through the Licensing Executives Society, a program extending Finjan's commitment to best practices, and recently acknowledged as an Accredited Standards Developer of the American National Standards Institute (ANSI).

Edward Jung

As CEO of Xinova, Edward visits innovators, companies and governments around the world connecting problems to solutions. In 2005 Edward founded the predecessor to Xinova and co-managed it from 2008.

Edward is one of the top 15 inventors in history, holding more than 900 patents worldwide across healthcare, computing, networking, energy, and material sciences. As an entrepreneur, he has founded or co-founded multiple companies including Terrapower, Kymeta, Vigilance, and Benemilk. He advises several others.

Edward founded Intellectual Ventures in 2000 after leaving Microsoft where he was Chief Architect. At Microsoft he founded projects in semantic web, adaptive UI and artificial intelligence, and co-founded Windows NT, Office, Microsoft Research, mobile and consumer products.

Before joining Microsoft, Edward founded (his third startup) Deep Thought Group, working on neural network chips. In the the 1980's he was personally recruited by Steve Jobs to work on projects at Apple and NeXT. His biomedical research has been published in Proceedings of the National Academy of Sciences, Journal of Biological Chemistry, and others. Edward continues to be a sought after keynote speaker globally, discussing innovation strategy, technology trends, and mega-scale cross-border collaboration.

 

Ken Korea

Ken Korea

Ken joined Samsung in February 2011 as head of its newly created US IP Center (SV). His responsibilities include IP Acquisition, IP Licensing and IP Litigation. Ken began his career as an engineer before entering law practice. Upon graduation from law school, Ken worked as a judicial law clerk to a federal judge and went on to work for US Attorney's Office as a federal prosecutor on the criminal side. After five years of government service, Ken entered private practice as a patent litigator and worked at several top tier law firms as a partner. Over the years, Ken's practice evolved from patent litigation into a diverse IP practice that includes IP counseling and mergers and acquisitions involving high-tech companies. He was involved in many of the acquisition matters and some of the largest patent cross license agreements as a principal negotiator for Samsung.

Ken received his bachelor's degree in electrical engineering from Cornell University in Ithaca, New York, and graduated from Northwestern University School of Law in Chicago, Illinois, where he was on the editorial board for Journal of Criminal Law and Criminology. Ken currently serves on the advisory board for Academy of Music and Arts for Special Education (AMASE), a non-profit organization based in Silicon Valley that teaches special needs children art and classical music.

 

Michael J. Lasinski

Mike Lasinski

Michael J. Lasinski, a Past-President of LES, is the founding member of 284 Partners, LLC, a professional services firm focused on IP valuation, litigation consulting, IP strategy, and transactional services. Over the past twenty years, Mr. Lasinski has consulted on hundreds of engagements pertaining to IP-centric transactions, IP valuations, and IP damages analyses.

Mr. Lasinski has been retained and has testified as an expert in International, Federal, ITC, state, tax and arbitration proceedings. Mr. Lasinski has helped clients strategically manage their IP by creating global corporate organizations designed to maximize the current and future value of their intellectual property. His experience includes acquisitions, divestitures, mergers, joint ventures and bankruptcy. He has been a financial advisor to creditor committees, private equity companies, venture capitalists and Fortune 500 companies on numerous occasions. He has also lectured on IP valuation for university business schools, law schools, the USPTO and other regulatory agencies.

 

Daniel W. Levy

Daniel W. Levy

Daniel W. Levy is a principal in McKool Smith's New York office. He represents clients in white collar defense matters, including regulatory investigations and enforcement proceedings involving both federal and state authorities. Dan also represents plaintiffs and defendants in complex civil litigation, including cross-border disputes and intellectual property matters. Prior to joining the firm, he served as an Assistant United States Attorney in the Southern District of New York for more than a decade. At the time of his departure, Dan was Senior Trial Counsel. Dan has conducted more than a dozen jury trials and argued more than sixteen appeals before the United States Court of Appeals for the Second Circuit, including several cases of first impression. As a prosecutor, Dan led numerous government investigations, often ones with an international component, and served as counsel in prosecutions of a broad array of fraud offenses, including theft of trade secrets, securities fraud, bank fraud, accounting fraud, money laundering, tax fraud, identity theft, Foreign Corrupt Practices Act violations, and various computer crimes.

 

Jim Malackowski

Jim Malackowski

James E. Malackowski, CPA, CLP, is the Chairman and CEO of Ocean Tomo, LLC, an integrated Intellectual Capital Merchant Banc(tm) firm providing financial products and services related to intangible assets. Mr. Malackowski has been recognized annually since 2007 by leading industry publications as one of the fifty most influential people in intellectual property and /or one of the world's leading IP strategists. In 2011 he was selected by the World Economic Forum as one of less than twenty members of the Network of Global Agenda Councils to focus on questions of IP policy. In 2013 he was inducted into the Chicago Area Entrepreneurship Hall of Fame by the Institute for Entrepreneurial Studies at the University of Illinois. He is Past President of The Licensing Executives Society International, Director of the Stanley Manne Children's Research Institute and has served since 2002 as a Trustee or Director of Invent Now, Inc. He Founder of the Center for Applied Innovation (CAI), an Illinois non-profit corporation created to manage education, public policy outreach and related economic activity around applied technology and IP rights.

Mr. Malackowski is a frequent speaker on emerging technology markets and related financial measures. He has addressed media audiences including Bloomberg Morning Call, Bloomberg Evening Market Pulse, Bloomberg Final Word, CNBC Closing Bell, CNBC On the Money, CNBC Street Signs, CBS News Radio, Fox Business National Television, and PBS Everyday Edisons.

On more than fifty occasions, Mr. Malackowski has served as an expert in Federal Court or the International Trade Commission on questions relating to intellectual property economics. As an inventor, Mr. Malackowski has more than 20 issued U.S. patents. He is a frequent instructor for graduate studies on IP management and markets and a Summa Cum Laude graduate of the University of Notre Dame.

 

Judge Paul Michel

Judge Paul Michel

Judge Paul R. Michel served on the US Court of Appeals for the Federal Circuit for more than 22 years, the last 5 as Chief Judge, before retiring in May, 2010. He has presented to virtually very IP organization in the US. Since retiring from the court, he has provided consulting services to lawyers, including mediation, arbitration, case evaluation, mock trial, moot court, editing briefs and advising on strategy. He can be reached at prmichel@mindspring.com.

 

Tanya Moore

Tanya K. Moore

Tanya Moore is the Chief Licensing Officer of Sonos. In this role, Tanya helps the company leverage its extensive intellectual property portfolio to advance corporate strategy.

Tanya brings more than two decades in intellectual property and business development experience at IBM and Microsoft. In various executive roles at Microsoft, Tanya led strategic IP deals, built licensing programs, helped launch Microsoft's first patent litigations, and drove acquisitions and partnerships through M&A and IP asset licensing. At IBM, Tanya began as an operating systems and supercomputing platform programmer before transitioning to the company's IP group, handling multi-million to multi-billion dollar transactions.

Tanya serves on the Board of Governors for Certified Licensing Professionals (CLP). She is a past board member of the Licensing Executives Society (LES) and the LES Foundation, and is a past president and chair of the board of LES USA-Canada.

 

Michele Moreland

Michele Moreland

Michele is currently a Vice President in Fortress' IP Finance Group, focused on asset management, including monetization of patents under management. Prior to Fortress, Michele formed a law firm dedicated to the strategic development of patent portfolios for monetization. Prior to that, Michele was a Director in the Patent Acquisitions Group of RPX and oversaw the assessment, valuation, and licensing of patents for RPX clients, deploying millions of dollars to obtain litigation dismissals for RPX clients. Prior to RPX, Michele was trial lawyer at the firms of McDermott Will & Emery and Cooley, handling complex patent cases –in both court and ITC - for large multinational companies in the biotechnology, medical device, networking, telecom, semiconductor, and ecommerce sectors. Michele earned B.A. and J.D. degrees from Santa Clara University.

 

Steven J. Pollinger

Steven J. Pollinger

Steve Pollinger is a founding principal of McKool Smith's Austin office.  He is a trial lawyer and registered patent attorney who has focused on patent cases and other intellectual property litigation for over 20 years.  Steve's practice is nationwide, at trial and on appeal. He has won courtroom victories in cases involving diverse software, electronics, and medical device technologies. Steve holds a master's degree in electrical engineering, which allows him to understand the disputed technologies and to reduce the disputes to explanations and themes that are readily understood and compelling in the courtroom. He also participates in patent validity hearings before the U.S. Patent Trial and Appeal Board. Steve served as a Judicial Clerk to the Honorable S. Jay Plager at the U.S. Court of Appeals for the Federal Circuit in Washington, D.C. He speaks frequently on intellectual property litigation.

 

Courtney Quish

Courtney Quish

Courtney Quish is VP, Patent Strategy, M&A at Rovi Corporation, a TiVo Company. In this role, Courtney is responsible for designing and implementing IP monetization strategies that build out and expand upon the company's core strengths. This work includes licensing strategy, patent acquisitions, divestments, strategic partnerships. Prior to joining Rovi, Courtney was a Member in Mintz Levin's patent litigation practice where she spent the majority of her time representing patent owners in licensing and litigation matters.

 

Kent Richardson

Kent Richardson

Mr. Richardson counsels clients on a variety of patent and business matters, including patent buying, selling, licensing, valuation, prosecution, and operations. He has licensing and marketing patent portfolio experience, resulting in more than $600 million worth of patent license bookings. Mr. Richardson has served as an expert witness on patent monetization and licensing practices in UK and US cases.

Before founding ROL Group, Mr. Richardson was general manager of ThinkFire Services USA, Ltd's Silicon Valley office. He has worked in various senior management roles with growth businesses such as Sezmi, Constellation Capital, Rambus and Numerical Technologies. He was also a private practice attorney at Wilson Sonsini Goodrich & Rosati.

Mr. Richardson is a member of the California Bar, and a US Patent and Trademark Office registered patent attorney. He holds five US patents.

He has a JD and a BSc in computer engineering from the University of Alberta, Canada.

 

Joseph Siino

Joseph Siino

Siino is one of the world's leading business leaders in the field of intellectual property. A consummate IP deal maker, Mr. Siino has successfully negotiated billion-dollar deals and pioneered new models of innovation finance involving some of the world's largest technology companies, including Alibaba, Xiaomi and Lenovo in China, Microsoft and Facebook in the United States, and Nokia in Europe.  As an entrepreneur and executive, Mr. Siino has built and led businesses generating hundreds of millions in annual licensing revenue and developed multi-billion-dollar intellectual property portfolios. 

As President of Via Licensing, a subsidiary of American audio pioneer Dolby Laboratories, Mr. Siino has originated new global patent pool arrangements and FRAND rate structures to promote fairness and transparency in wireless and audio patent licensing and to enhance innovation in the wireless and audio industries.  Mr. Siino recently concluded break-through patent pool deals with two of China's largest companies, Lenovo and Xiaomi.  He has also announced transformative new royalty rates for small and medium-sized licensees that have led to higher rates of IP compliance among smaller innovators.

Prior to taking the helm at Via, Mr. Siino founded Ovidian Group, which he later merged into ICO Global to create Pendrell Corporation, a publicly-traded IP investment and advisory firm.  At Ovidian and Pendrell, Mr. Siino led several successful acquisitions, including the acquisition and subsequent spin-out of Nokia technology assets into Finland-based Helsinki Memory Technologies.  He also founded Hadrian Ventures, a privately-held investment and advisory firm that both invests and provides bespoke business solutions to companies around the world.

Prior to Ovidian, Mr. Siino served as Yahoo's first senior vice president of intellectual property, where he launched Yahoo's IP asset management division and built the company's then industry-leading internet patent portfolio that was valued at well over a billion dollars. At Yahoo, Mr. Siino also negotiated the billion-dollar 2005 technology and IP license deal with Chinese e-commerce giant Alibaba that  accelerated Alibaba's growth trajectory and underpinned Yahoo's market valuation for nearly a decade.

An entrepreneurial deal maker, Mr. Siino was credited by the Wall Street Journal with "turning the [2001] market downturn into an opportunity" by being the first to capitalize on the untapped value of IP rights owned by failing dot-com businesses.

Earlier in his career, Mr. Siino founded and led the IP strategy and transactions practice for global law firm Brobeck, Phleger & Harrison, and was listed as one of the World's Leading Lawyers by Chamber's Global.  Mr. Siino also pioneered new models of business and legal education, creating and teaching the the world's first full-semester Intellectual Property Strategy course at the University of California, Berkeley, and the first IP & Finance course at the Haas Business School.

Mr. Siino is an alumnus of the London Business School and also the University of California, Berkeley, where he earned a bachelor's degree in physics and a JD in law.

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