DATE & TIME
Wednesday, September 21, 2011
11:30 AM - 2:00 PM
TITLE
Technology Escrows: Everything You Should Think About Before You Enter One
LOCATION
Computer History Museum
1401 N Shoreline Boulevard,
Mountain View, CA 94043
Directions
DESCRIPTION
Parties to technology deals often want to insure the continuity of a technology arrangement, even if the parties themselves either cease to exist or cease to perform their obligations. To do so, one party frequently requests a technology escrow, where source code and other documented technical know-how are deposited with a third-party provider, to be released upon certain conditions of a vendor or licensor’s insolvency or non-performance. The fundamental issues with such escrows include: (1) making sure sufficient materials are deposited in the escrow account, as well as regularly updated and tested. (2) agreeing upon what conditions should lead to the release of the materials, (3) the procedures involved in triggering the release, including dispute resolution and cure periods, and (4) the terms and conditions under which the materials are used once they are released. This panel will discuss the procedures by which parties set up such technology escrows as well as the legal and practical issues involved.
SPEAKERS
Howard Wettan, Intellectual Property Practice Group, White & Case
Joe Ramirez, Vice President for Licensing and Associate General Counsel, Adobe Systems, Inc.
Steven D. Torgeson, Vice President, U.S. Bank and Head of Business Development in the Corporate Trust Division for Northern California and the State of Nevada
REGISTRATION
Early, by Friday September 16, 9 PM
LES Member: $45
Non-Member: $50
After September 16
LES Member: $50
Non-Member: $55
Online Registration Deadline: Monday, September 19, 12 PM
After September 16, contact Franca Gargiulo, franca.gargiulo@att.net
MEETING CONTACTS
Online Registration
chapters@les.org
Program & Location
Franca Gargiulo
LES Silicon Valley Chapter Coordinator
franca.gargiulo@att.net
CANCELLATION POLICY
No refunds after Friday, September 16
Substitutions are permitted
Sponsored and Hosted by:
SPEAKER BIOS
Howard Wettan is a member of White & Case's Intellectual Property Practice Group with a focus on IP transactions. Since joining White & Case, Mr. Wettan has focused on a variety of intellectual property and technology-related transactional matters in industries such as software, financial services, energy, and health care. Mr. Wettan has assisted clients with patent license and joint development agreements, technology transfer agreements, payment processing agreements, trademark license agreements, supply and distribution agreements, transition services agreements, and outsourcing agreements, as well as advised on intellectual property issues relating to diligence, transfer, representations and warranties in dozens of M&A, securities and bank finance deals. Prior to joining White & Case, Mr. Wettan was an Assistant Attorney General in the New York Office of the Attorney General's Antitrust Bureau, where he was a member of the trial team in U.S. et al. v. Oracle, he assisted in enforcing the settlement in New York v. Microsoft, and he prosecuted illegal shill-bidding on e-Bay. Prior to joining the Office of the Attorney General, Mr. Wettan clerked for United States District Judge Robert Pratt in the Southern District of Iowa and worked for two years in the Intellectual Property Litigation practice of another leading firm in Palo Alto, California
Joe Ramirez is Vice President for Licensing and Associate General Counsel at Adobe Systems, Inc. In his position, Joe is responsible for overseeing all of Adobe's desktop and enterprise licensing programs currently operating at a $4.0 billion run rate. This area includes monitoring both direct and indirect channels from an anticompetitive review, making needed process improvements and providing the necessary legal resources to various Adobe driven projects. Before joining Adobe in 2003, Joe served as General Counsel to several technology companies in Silicon Valley, including Brio Software, Network Computing Devices, and Kubota Graphics. Joe received his law degree from UC Davis and a degree in history from Santa Clara University.
Steven D. Torgeson is a Vice President of U.S. Bank and Head of Business Development in the Corporate Trust Division for Northern California and the State of Nevada. Though new to the Bay Area and U.S. Bank (since June 2008), he has over 20 years experience in the debt capital markets industry, from a unique, global perspective involving Corporate Finance, Municipal Finance and Escrow Services.
Steve began his corporate trust career at Chemical Bank in 1991 and was recruited to join the International Finance Group of The Bank of New York in 1994. In response to the explosive Emerging Market growth at the time, Steve established the corporate practice for BNY in Singapore, serving Asia-Pacific clients from a local &/or regional perspective. from 1997 thru 2001, after which he ran the Global Corporate Finance Group in London, serving the UK, Europe, EMEA and Asia-Pacific from 2001 - 2004. Steve returned to the States to manage BNY’s Corporate Finance Group for the Midwestern Region, based in Chicago, whereby he integrated the corporate trust staff of JP Morgan Chase with BNY regarding the bank to bank asset swap, thus expanding the practice and market nearly three fold and achieved record earnings for the group before moving to U.S. Bank in 2008.
Directions & Parking
Highway Overview Museum Entrance
From San Jose via US-101 North
Computer History Museum
1401 N Shoreline Blvd.
Mountain View, CA 94043
650.810.1010
* Take US-101 North toward San Francisco.
* Take Shoreline Blvd exit.
* Turn right onto Shoreline Blvd.
* Cross through intersection.
* Museum is on your right
From San Francisco via US-101 South
* 40 Minutes - 35 Miles
* Take US-101 South toward San Jose.
* Take Shoreline Blvd exit.
* Turn left onto Shoreline Blvd.
* Cross through intersection.
* Museum is on your right
From East Bay via I-880 South
* 25 Minutes - 20 Miles
* Take I-880 South toward San Jose.
* Merge onto CA-237 West toward Mountain View.
* Merge onto US-101 North toward San Francisco.
* Take Shoreline Blvd exit.
* Turn right onto Shoreline Blvd.
* Cross through intersection.
* Museum is on your right
From Saratoga via CA-85 North
* 15 Minutes - 12 Miles
* Take CA-85 North towards San Francisco.
* Take Shoreline Blvd exit.
* Turn right onto Shoreline Blvd.
* Cross through intersection.
* Museum is on your right
By Public Transportation
The Computer History Museum is approximately 2 miles from the Mountain View CalTrain/VTA Light Rail Station located at Castro and Evelyn Streets in downtown Mountain View.
Weekday service from the Mountain View Station to Pear Avenue and Shoreline Blvd. is available via the CalTrain Shoreline Shuttle
For more information on routes including fares and schedules, please visit CalTrain and VTA web sites.
Silicon Valley Chapter Sponsors:
