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LES 2014 AnnualMeeting

Meeting Home | Schedule | Featured Speakers | Presentations

Schedule

October 5   October 6   October 7   October 8

Sunday, October 5

7:30 AM - 7:30 PM

Registration

8:30 AM - 5:00 PM

IP Business Basics 100 (requires additional fee)

This one-day, new course designed by experienced LES professionals for courses within USA & Canada is deal-centric. Whether it is a trademark, international brand, copyright, patent, know-how, trade secrets or a combination of some/all of these, recent transactions and auctions have confirmed the value of IP in commercial transactions.  

The course is taught by both experienced business and legal licensing executives, all LES members and vetted instructors.  

Delivery of the course content is based on hands-on learning for the majority of the day. After a short, small group exercise around trademarks, copyrights, and brands, you will learn about a real licensing deal through a publicly available license agreement. What is being licensed? For how long? What is the value in the deal? What does each party have to do once the deal is signed?  

Followed by hands-on exploration of topics such as:

  • Definitions of IP 
  • Term Sheets – clarifying business expectations of a deal and how to develop as well as when and where to use them; high-level templates 
  • Drivers of Value in Deals – a qualitative discussion of the three usual ways to determine value – Cost, Income, and Market Approaches 
  • Elements of an Intellectual Asset Strategy – and how these relate to Term Sheets 
  • Non-Disclosure Agreements – types, obligations once they are fully executed 
  • Invention Disclosures – with an engaging exercise for you to understand how important they are 
  • Patents and use of a real example to learn the components of a U.S. Patent
  • A license agreement built around patents in a real deal; you will learn many of the elements that tend to be in common for all Intellectual Property (IP)/Intellectual Asset (IA) agreements as opposed to those paragraphs specific to patents. 
  • Trade Secrets essential role in certain technologies and their value. 

The course will not make you an expert but you can expect to become a more informed consumer of legal, business and valuation issues around IP deals. 

The key is that the attendees are generally a cross section of people who might be entrepreneurs, scientists and engineers, private equity and venture capital partners, investment bankers, lawyers, graduate students, CPA's who work in start-ups, various people from established companies of all sizes, non-profit tech transfer offices, law firms, valuation firms, and so forth. The diversity in the student group enhances discussion and understanding. 

Who Should Attend 

There is no prerequisite for the course. It IS designed for people as an IP Business introduction to those who will be doing IP/IA deals or who want to know more about these deals.

Speakers: 
Pamela Cox, Partner, Chair, IP Transactions, Marshall, Gerstein & Borun LLP
Patrick Gattari, Partner, McDonnell Boehnen Hulbert & Berghoff LLP
Ada Nielsen, CEO, Foodexus LLC

8:45 AM - 9:00 AM

Break

2:00 PM - 5:00 PM

Education Workshops

Three 3-hour Education pre-meeting sessions. Registration for the Annual Meeting is required in order to participate in the optional Continuing Education programs offered Sunday, October 5, 2014.  

Active participation in case studies and class examples, as well as networking with and learning from other professionals attending are highlights of these 3-hour Education sessions. 

Limited seating is available. Pre-registration is required.

2:00 PM - 5:00 PM

Pre-Meeting Workshop: "Valuation Techniques for Early Stage Technology"

This interactive educational workshop will help attendees learn how financial modeling techniques such as probability tree and Monte Carlo analyses can be deployed in concert with traditional valuation approaches (e.g., discounted cash flow and guideline transaction approaches) in order to better define, capture, and assess certain risks inherent in early stage technology licensing. Through a combination of case studies based on actual licensing transactions, demonstrations of modeling techniques, and facilitated group discussions, this workshop will help licensing executives learn how the careful use of these tools can simultaneously improve the quality of their valuation models, the communications among their transaction team members, and the outcomes of their negotiations. Attendees will be asked to share their experience, expertise, and questions.

Speakers: 
Bob Goldman, Principal, Charles River Associates (CRA)
Chris Schulte, CLP, Director, 284 Partners, LLC

2:00 PM - 5:00 PM

Pre-Meeting Workshop: "Intellectual Asset (IA) Management Strategies – Knowledge and Insights Create Value"

This workshop will concentrate on the importance of the alignment of an 
organizations IA and business/organization strategies. We will present 
tools and business "speak" you can use to initiate and drive an IA strategy discussion with your organization's leadership and colleagues. Our discussions will center around the use of The Intellectual Asset Management Model Process. The presentation will be followed by an interactive group exercise in which a mock case study will be used to prepare for a licensing negotiation. The exercise will include preparing an IA inventory, IA gap analysis and developing the key strategic objectives to take into the negotiation.

Speakers: 
Bob Payne, CLP, President, IP Licensing Advisors, LLC
John Somich, CLP, Intellectual Asset Strategist, BP America

2:00 PM - 5:00 PM

Pre-Meeting Workshop: "Case Study – Winning Negotiations Through Practice"

Join us for a hands-on opportunity to discuss and negotiate terms on a licensing case study. We'll begin the workshop with an introduction to negotiation principles and a sample term sheet. You will be divided into licensee and licensor teams for an interactive negotiation exercise and provided with both public and confidential information for your role play. 

At the end of the workshop, teams report their results and how and why they reached them. This workshop will help you recognize and practice elements of a successful negotiation.

Speakers: 
Jonathon Hance, CLP, Attorney at Bracewell & Giuliani LLP, Bracewell & Giuliani
Karthika Perumal, Ph.D., CLP, Associate, Dentons

3:00 PM - 3:30 PM

Break

4:30 PM - 5:30 PM

Industry Sector "Meet Ups"

5:00 PM - 6:00 PM

New Members' and First-Time Attendees' Orientation and Reception

6:30 PM - 8:00 PM

Welcome Reception

MONDAY, OCTOBER 6

7:30 AM - 8:45 AM

"LES' 50th Annual Meeting Breakfast Celebration" featuring Belgian waffles and omelet stations, gourmet coffees, beverages, and the Marriott Marquis' famous hot breakfast buffet.

Welcome and Opening Remarks: Russell E. Levine, LES President (2013-2014)

7:30 AM - 5:30 PM

Registration

8:00 AM - 9:00 AM

LESI Life Sciences Committee Meeting

8:00 AM - 5:00 PM

Sponsor Exhibits

8:00 AM - 5:00 PM

LES Networking Lounge

8:00 AM - 5:00 PM

CLP Board Meeting

8:00 AM - 5:30 PM

One-on-One Networking Appointments

Thirty-minute meetings by appointment only. Make appointments using the Mobile App.

8:45 AM - 9:00 AM

Break

9:00 AM - 10:15 AM

Mini-Plenary 1: CEEM – Titans of Licensing Moderated by Past President Ada Nielsen, CEO, Foodexus LLC

Join us to explore "Getting the Deal Done Without Spilling the Beans—and Then Making the Deal Work Without Losing Control of the Secret Sauce."

Speakers: 
Matthew Kiser, Head, DSM Licensing-North America, DSM
Nicholas Leach, Chief Intellectual Property Counsel, Chevron
Laura Silva, Director, IP Legal and Licensing, Velocys

9:00 AM - 10:15 AM

Mini-Plenary 2: Hot Topic – Titans of Licensing Moderated by Past President Jim Sobieraj, President, Brinks Gilson & Lione

In July 2014, Asana, Canon, Dropbox, Google, Newegg and SAP announced the formation of the License on Transfer (LOT) Network, a cooperative patent-licensing agreement aimed at mitigating patent assertion entity litigation and the growing practice of patent privateering. Join LOT Network insiders as they share their unique perspectives on formation of the LOT Network and its impact on the IP eco-system.

Speakers: 
Keith Bergelt, CEO, Open Invention Network
Joe FitzGerald, Vice President, Legal, Pure Storage
Chip Lutton, Vice President and General Counsel, Nest Labs
Heather Meeker, Partner, O'Melveny & Myers LLP
Kevin Prey, IP Counsel, SAP SE
Rodger Sadler, Senior Patent Litigation Counsel, Canon U.S.A., Inc.

9:00 AM - 10:15 AM

Mini-Plenary 3: High Tech – Titans of Licensing Moderated by Past President Tanya Moore, General Manager, Microsoft Business Solutions

Join us for a moderated discussion with leaders of IP (in all forms) licensing, alliances and litigation at Adobe, Microsoft, Qualcomm, SAS, Sony and UTC. Among other topics, panelists will weigh in on current challenges facing their organizations and industries, recent events making waves around the high-tech licensing community, and their expectations for hot topics in 2015.

Speakers: 
Toshimoto Mitomo, Executive Vice President, Intellectual Property and Entrepreneurship & Innovation, Sony Corporation of America
Nick Psyhogeos, General Manager and Associate General Counsel,Microsoft Business Solutions
Dana Rao, Vice President, Intellectual Property and Litigation, Adobe Systems
Eric Reifschneider, Senior Vice President and General Manager,Qualcomm
Scott Van Valkenburgh, Senior Director, Global Alliance and Channels,SAS Institute
Jerry Wald, Head, IP, Visa

9:00 AM - 10:15 AM

Mini-Plenary 4: Life Sciences / IUGI – Titans of Licensing Co-Moderated by Past Presidents Kathleen Denis, Associate Vice President, The Rockefeller University and Tom Picone, Ph.D., Former Vice President, Schering Plough.

This panel will discuss new paradigms of drug development, including where innovation will come from in the future and who will finance it. 

The days when large pharmaceutical companies did all their own research in house and then developed products from the resulting science are over. Also in our rear view mirror are the days when simple basic science ideas could attract venture funding and maybe even an IPO. We find ourselves at present in the exciting time of reinventing the value chain with new paradigms and players. What are some of the new rules that have emerged? What are the things we are doing that we never thought would happen? How have we all changed with these interesting times?

Speakers: 
Darren Carroll, Vice President, Corporate Business Development, Eli Lilly and Company
Ashley Dombkowski, Ph.D., Managing Director, Bay City Capital LLC
George Golumbeski, Sr. Vice President, Business Development, Celgene
Katharine Ku, CLP, Director, Technology Licensing, Stanford University

9:00 AM - 10:15 AM

Mini-Plenary 5: Valuation – Titans of Licensing Moderated by Past President Michael Lasinski, CEO and Managing Director, 284 Partners.

Participate in a lively discussion of the key factors and transactions shaping the world of intellectual property valuation. Panelists will discuss critical transactions that have shaped how organizations approach patent sales, how to best address patent stacking and FRAND issues in licensing and litigation, and the current state of patent portfolios that once were "on the market" and are now being licensed.

Speakers: 
Ann Armstrong, Vice President, Legal and Corporate Affairs, Associate General Counsel, Director, Intellectual Property Standards Group, Intel Corp.
Andrew Ramer, Managing Director, Intellectual Property Division, Cantor Fitzgerald
John Veschi, CEO, Rockstar Intellectual Property

10:00 AM - 11:00 AM

LES Strategy for Branding & Marketing Subcommittee Meeting

10:15 AM - 11:00 AM

Networking Break

10:15 AM - 12:15 PM

Extended Networking Opportunities

11:00 AM - 12:00 PM

Titans of Licensing Panel -- High Tech Q&A

Panel participants answer questions from the audience.

11:00 AM - 12:00 PM

LES Sector/Committee Chairs' Meeting

11:00 AM - 12:15 PM

Workshop 1: CEEM – "Lessons from the Titans of Licensing"

Attendees will use the Mini-Plenary Session as the catalyst for moderated roundtable discussions of best practices, lessons learned, stories and tales. Ada Nielsen and other trained LES Volunteers will facilitate the roundtable discussions.

Moderators: 
Ada Nielsen, CEO, Foodexus LLC

11:00 AM - 12:15 PM

Workshop 1: Life Sciences – "Transformative Co-Opetition Deals to Accelerate Innovation"

This interactive workshop is designed to provide insights into unique 
hybrid/co-opetition deals that will shave several years and hundreds of millions of dollars off the current process for win-win outcomes. Lessons learned will be valuable when negotiating increasingly complex biopharma deal structures. 

Deals featured include: 
I-SPY 2, managed by the Biomarkers Consortium, a public/private partnership of the non-profit Foundation of NIH (FNIH) and industry, simultaneously test compounds for neoadjuvant breast cancer in 8 different biomarker-defined subgroups. 

NIH innovative collaboration with 10 rival companies, nonprofit groups and research foundations will share data, blood samples and tissue specimens in an ambitious collaboration designed to accelerate the discovery of ground-breaking therapies for Alzheimer's, type 2 diabetes, rheumatoid arthritis and lupus. 

Join us to explore how co-opetition in the pre-competitive space can accelerate your innovative deals.

Moderators: 
Ruth Plager, President, ZenithBIO LLC

Speakers: 
Laura A. Brege, CEO, Nodality, Inc.
Jeffrey D. Jonker, Senior Vice President, Corporate and Business Development, Theravance
Margi McLoughlin, Ph.D., Executive Director in Worldwide Business Development, Pfizer, Inc.
William (Bill) J. Newell, CEO, Sutro Biopharma, Inc.

11:00 AM - 12:15 PM

Workshop 1: IUGI – AUTM Sponsored Workshop – "Trends in Industrial/Academic Engagements"

Bringing innovative ideas from the research laboratory to the marketplace is much more dynamic and interactive than it has ever been. The view that innovation occurs in a linear fashion—basic research leads to applied research, which leads to development—has always been overly simplistic and is no longer viewed as the model upon which U.S. can use to remain competitive. New models are evolving to encourage, incent and support university-industry collaborations. In an interactive environment, the President for the Association of University Technology Managers (AUTM) will conduct a fireside chat with a diverse panel representing academia, industry and associations to explore current trends and future opportunities to advance collaborative activities amongst all the players.

Moderators: 
Jane Muir, Director, University of Florida, President of AUTM

Speakers: 
Kathleen Denis, Associate Vice President, Technology Transfer, The Rockefeller University
Carl Gulbrandsen, Ph.D., J.D., Managing Director, Wisconsin Alumni Research Foundation
Lesley Stolz, Director of Transactions, Johnson & Johnson Innovations

11:00 AM - 12:15 PM

Workshop 1: Hot Topic – "LES Standards"

The LES USA and Canada board is considering launching a pilot program in early 2015 in the area of standards development. The areas of IP transactions, IP management, and IP-based financial products are being considered. Come hear key IP leaders share their perspectives on whether such an expansion of LES scope would be valuable, and if so, what areas may be considered the low-hanging fruit. For further information on LES Standards, please visit http://www.lesusacanada.org/standards.

Moderators: 
Kimberly Chotkowski, IP Executive, Brandywine Ventures
Bill Elkington, Senior Director, Intellectual Property Management,Rockwell Collins, Inc.

Speakers: 
Steven Fricke, Assistant General Counsel, Microsoft Business Solutions
Greg Kisor, Chief Technologist, Global Licensing, Intellectual Ventures
Craig Moss, COO, CREATe.org
Charles (Chip) D. Murray, Managing Director, DuPont Intellectual Assets & Licensing
Jim Trueman, Managing Director, Ocean Tomo
David Wright, Patent CTO, Cypress Semiconductor

12:15 PM - 2:00 PM

Keynote Speaker 1: "Building the Foundation for Inventions and Inventors of the Future – How Do We Inspire Our Kids to Achieve Their Full Potential in Science, Technology, Medicine, and Engineering?"

Introduction of Speaker: Russell E. Levine, LES President (2013 - 2014) 

Keynote Address: Andrea Ingram, Vice President, Education, Museum of Science and Industry, Home of the Center for the Advancement of Science Education 

Please remember to invite your accompanying persons to this luncheon.

2:00 PM - 2:15 PM

Break

2:00 PM - 5:00 PM

Train-the-Trainer

Are you interested in teaching the IP & Licensing Basics formerly PDS 100) for your Local Chapter or at LES Meetings? Now is your chance. LES (USA & Canada) is currently recruiting instructors. To be eligible, you will need to take the IP & Licensing Basics and attend the half day Train-the-Trainer (TTT) workshop.

Speakers: 
Louise Levien, Senior Planning Associate, ExxonMobil Upstream Research Company
Ada Nielsen, CEO, Foodexus LLC
Susan Stoddard, Ph.D., CLP, Senior Technology Licensing Manager,Mayo Clinic
Jeffrey S. Whittle, Partner and Head of Technology Law Section,Bracewell & Giuliani

2:15 PM - 3:30 PM

Workshop 2: CEEM – "Lessons Learned From Doing Deals: The Good, The Bad, and the Ugly"

In doing deals, we have all done things that we have regretted and lessons we wish we could share. This workshop will facilitate sharing of all of those lessons and ugly truths so that we can learn from each other's successes and not so great moments in licensing.

Moderators: 
Timothy Kinn, Intellectual Property and Licensing Associate, ExxonMobil Upstream Research Company

2:15 PM - 3:30 PM

Workshop 2: Consumer Products – "Mobile and Consumer Electronics Licensing"

This workshop will focus on licensing issues facing IP leaders in the mobile and consumer electronics industry. Attendees will learn from the panelists about the challenges facing those looking to establish a licensing department within a company, as well as obstacles encountered when attempting to license technology, including both in-licensing and out-licensing. The panelists will provide the attendees with a look into real-world licensing issues facing mobile and consumer electronics companies today.

Moderators: 
Claus Melarti, Vice President, Acquisitions, RPX Corporation

Speakers: 
Joe Beyers, Chairman and CEO, Inventergy
Robert Moore, Managing Director, IPXI Holdings, LLC
Roger Ross II, President, VIA Licensing
Peter Toto, Senior Vice President, IP, Sony Corporation of America

2:15 PM - 3:30 PM

Workshop 2: IUGI – "Technology Transfer Around the World: A Global Survey of Laws and Practices"

Universities, government labs and non-profit institutes around the world may be at the forefront of a field of technology, or occupy a key niche in a complex field. But how does a business secure the rights it needs, in unfamiliar legal, regulatory and cultural territory? This workshop will explore best practices and useful tips for engaging with universities, government labs and non-profit institutes outside North America, with speakers from Australia, Singapore and Germany sharing their expertise and experience.

Moderators: 
Rob McInnes, Partner, DibbsBarker (Sidney, Australia)

Speakers: 
Sheena Jacob, Partner, ATMD Bird & Bird LLP (Singapore)
Dr. Tilman Müller-Stoy, Partner, Bardehle Pagenberg (Munich, Germany)

2:15 PM - 3:30 PM

Workshop 2: High Tech – "Software Patents in Light of Alice Corp. Case"

While the Supreme Court did not kill software patents as some thought they might, Alice Corp. v. CLS put significant restrictions on software patents that organizations and the courts are just beginning to work through. This panel will discuss the practical implications of Alice Corp. and its limitations on software patents from the perspectives of software companies, automotive companies and outside counsel. They will discuss practical strategies for working with the confines of the new Supreme Court law both in terms of drafting patents and preserving licensing/litigation efforts.

Moderators: 
David Donoghue, Partner, Holland & Knight

Speakers: 
Alyssa Harvey Dawson, Vice President, Global Intellectual Property,Harman International Industries
Peter Kirk, Director, Litigation, ABBYY Software House

2:15 PM - 3:30 PM

Workshop 2: Valuation / Legal – "The Primary Challenges to Monetizing Patents in Today's Business, Legal and Regulatory Environment"

Assessing value and obtaining revenue from patent licensing and sales can be challenging in the current environment. Major legal developments continue to exert a significant impact on patent monetization. This workshop will present perspectives on these challenges from individuals with diverse views and substantial experience within the relevant markets, both inside and outside the U.S.

Moderators: 
Alison Aubry Richards, Partner, Fitch, Even, Tabin & Flannery

Speakers: 
Joe Chernesky, Senior Vice President, Nagra Kudelski
Terry Ludlow, CEO, Chipworks
Alex Poltorak, CEO, General Patent Corporation

2:15 PM - 3:30 PM

Workshop 2: Hot Topic – "Financial Services – Emerging IP Issues"

While the financial services sector was once relatively quiet with respect to IP innovation and litigation, the tides have turned. Indeed, the financial services sector is has recently faced increasing levels of IP-related litigation and ever rising damages claims. One major reason for this shift is the ubiquity of technology allowing consumers to directly transact with financial institutions through their mobile phones and other devices. Among other effects, these technologies have spurred an increase in innovation and the number of startups racing to develop novel means of interaction and transaction. Financial institutions have also adapted their IP strategies to leverage – or mitigate – this new environment. Join us as our panel discusses these and other emerging issues.

Moderators: 
Gary Bender, Managing Director, Unified Patents

Speakers: 
Michael Gallagher, Head, Enterprise Patent Office, Wells Fargo & Company
Joseph Melnik, Counsel, Jones Day
Robert W. Rutherford, Vice President, Intellectual Property Management,JP Morgan Chase & Co.

2:15 PM - 3:30 PM

Workshop 2: Life Sciences – "Due Diligence Best Practices: What is NOT on Your Checklist?"

Due Diligence: Business development professionals work exceptionally hard with many rejections and non-fits before getting to due diligence activities with a potential partner. Suddenly, the excitement meets reality when faced with due diligence execution and confronted with questions as basic as: 

• What is confidential? 
• What to share when? 
• What are the risks? 
• How to organize the data room? 
• How do others do this? 

In response, some companies have established key individuals or roles responsible for this activity. Is a new industry staff function in evolution?

Moderators: 
Gautam Aggarwal, Partner, Triangle Insights Group LLC

Speakers: 
Richard Andersen, President, ShareVault
John Dellapa, Member, Mintz, Levin, Cohn, Ferris, Glovsky, and Popeo PC
Patrick Gallagher, Vice President, Business Development, Noven Pharmaceuticals

3:30 PM - 4:15 PM

Networking Break

3:30 PM - 4:15 PM

Software Committee Meeting

4:00 PM - 5:00 PM

Young Members Congress (YMC) Speed Networking Event

4:15 PM - 5:30 PM

Workshop 3: CEEM – "Beyond CDAs: Alternatives to Protecting Confidential Information When Doing Deals"

Have you ever wondered about how to protect your confidential information when a CDA is insufficient or the other party won't sign a CDA? We will discuss creative solutions to protecting confidential information when doing a deal.

Moderators: 
Heather Khassian, Counsel, Dentons

Speakers: 
Christopher Andersen, Managing Director, StoneTurn Group, LLP
Jonathon Hance, CLP, Attorney at Bracewell & Giuliani LLP, Bracewell & Giuliani
Anthony Matheny, Managing Products & Technology Counsel, Baker Hughes, Incorporated

4:15 PM - 5:30 PM

Workshop 3: Consumer Products / High Tech – "From Connected Homes to Smart Cars: Consumer Applications of the Internet of Things (IoT)"

Google's recent acquisition of Nest Labs for $3.2 billion the first major acquisition in the field of home automation, one of the fastest growing segments of the Internet of Things (IoT) ecosystem. IDC estimates that the number of connected devices will grow to 212 billion by 2020, with about 30 billion devices smart enough to operate without human control. 

This workshop will focus on new challenges and opportunities related to technology development, intellectual property and monetization in the IoT ecosystem. The panel includes legal, academic and technology experts representing various aspects of the IoT value chain, from technology infrastructure, through big data analytics and smart devices . The discussion will focus on the following topics: 

• Major technology trends the IoT ecosystem 
• Value creation opportunities and emerging business and revenue models 
• Major challenges and enabling technology critical to IoT growth 
• Communication standards and IP licensing issues

Moderators: 
Efrat Kasznik, President, Foresight Valuation Group & Lecturer, Stanford GSB, Foresight Valuation Group

Speakers: 
Prof. Amin Arbabian, Department of Electrical Engineering, Stanford University
Thomas Filarski, Partner, Steptoe & Johnson LLC
Dr. Shawana P. Johnson, President, Global Marketing Insights, Inc.
Gene Wang, CEO, People Power

4:15 PM - 5:30 PM

Workshop 3: IUGI – "Software Patents & Licensing: Today's Dramatically Changed Landscape"

Recent decisions by the U.S. Supreme Court in Akamai Tech., Inc. v. Limelight Networks, Inc. and Alice Corp. Pty. Ltd. v. CLS Bank Int'l. continue a trend of the last ten years in limiting the scope of software patents, and changing the way such inventions are claimed. Has this trend caused licensees to shy away or devalue software protected by patents, or is there a core value that continues in spite of some erosion along the margins? Our panel will review the assault on software patents by the courts and discuss the role of software patents in concert with copyright and know-how in-licenses written over this period.

Moderators: 
Eugene Molinelli, Ph.D., Partner, Evans & Molinelli PLLC

Speakers: 
Debbie Alexander, D.Phil., Senior Licensing Officer, Office of Innovation, Technology & Alliances, University of California, San Francisco
Imelda Oropeza, Copyright Licensing & Marketing Specialist, Stanford University
David Stein, Partner, Cooper Law Group

4:15 PM - 5:30 PM

Workshop 3: High Tech – "A Year After the GAO NPE Litigation Report: Its Impact on IP Industry and the Future of NPE Litigation"

Mandated by Section 34(b) of the America Invents Act (AIA), the Government Accountability Office (GAO) conducted a study to help Congress better understand the consequences of NPE litigation. The final report was submitted to the Committees on the Judiciary of US Congress on August 22, 2013. A year after the report, many questions remain unanswered and issues hotly debated. Some criticize that the report "falls short on NPE activity" and "largely failed to fulfill this congressional mandate." Some believe that it "misses the mark" and "is a day late and a dollar short." Others say that the GAO report demonstrated that it is operating companies that have driven up patent litigation, and that "focusing on patent trolls misses the bigger point." Still others argue that, at least, "GAO report finds no NPE patent litigation crisis." 

This panel brings in the Analyst-in-Charge of the GAO research team, together with a group of veteran IP practitioners to address the issues above and discuss the impact of the report on patent litigation and monetization specifically, and on the US legal system, innovation, and economy generally. Moderated by one of the most influential IP executives, the panel will start with the comments by the GAO team's Analyst-in-Charge, explaining the research methods adopted, conclusions reached and impact expected. A well-published IP economist and financial analyst will then review the economic literature and empirical studies about the topics published since the release of GAO report. Two camps of practitioners will weigh in with their thoughts and opinions. One side includes a senior IP executive from a Fortune 100 high-tech company that has been among the frequent targets of NPE lawsuits, and a Senior Vice President of a well-known NPE risk management firm that serves major high tech businesses. Joining the panel from the other side, a litigator-turned litigation financier who has handled multi-billion-dollar IP cases, and a legendary patent attorney, for whom the term "patent troll" was originally coined.

Moderators: 
Bob Held, Trustee and Vice President, Intellectual Asset Management,TeleCommunication Systems, Inc.

Speakers: 
Bob Heath, Senior Vice President, RPX Corporation
Ashley C. Keller, Co-Founder and Managing Director, Gerchen Keller Capital
Dan Lang, Vice President, Intellectual Property, Cisco Systems
Jack Lu, Panel Coordinator; Partner & Chief Economist, IP Market Advisory Partners
Rob Marek, Senior Analyst, GAO
Raymond Niro, Partner, Niro, Haller and Niro

4:15 PM - 5:30 PM

Workshop 3: Life Sciences – "Sharing the Crown Jewels: Getting Comfortable Disclosing Precious IP"

In this session, a panel composed of businesspersons and lawyers will discuss considerations that go into assessing their willingness to disclose and receive IP, evaluating risks associated with such disclosures and receipt, and the means for controlling such risk in the context of negotiating a strategic license transaction. Panelists will address these issues based on real life examples and will explore the extent to which confidentiality provisions, gate-keeping mechanisms, license scope, rights to pursue special damages, and firewalls, among other contracting terms, can facilitate closing a deal. Audience participation is encouraged.

Moderators: 
Ben Pensak, Partner, Business and Finance Practice, Morgan Lewis & Bockius LLP

Speakers: 
Mary Haak-Frendscho, CEO, Igenica Biotherapeutics, Inc.
Vishwanath (Vishu) Lingappa, Chief Technology Officer and Co-CEO,Prosetta Antiviral, Inc.
Emily Mason, Senior Counsel, Amgen
Jay Stamatis, Vice President, Commercial and Business Development,Acerta Pharma

4:15 PM - 5:30 PM

Workshop 3: Valuation / Legal – "LESI IP Valuation Committee Study on Royalty Rates & Deal Structures"

This session will present trends from investigating thousands of licensing agreements in the Pharmaceuticals, Software, Consumer Product, Telecommunications, Semiconductor and Chemicals industries with effective dates from 2001 to the present. The presenters will discuss licensing trends pertaining to exclusivity, territory, payment structures, and other key negotiation terms. Insight from this presentation can be leveraged by all industries to gain a competitive advantage and maximize the value of licensing deals.

Speakers: 
David Drews, President and Founder, IPmetrics
David Jarczyk, President and CEO, ktMINE
Dwight Olson, Principal Deposix and V3Data, Entreprenuer-In-Residence,Connect

4:15 PM - 5:30 PM

Workshop 3: Hot Topic – "Inter Partes Review Proceedings: Is it Helping or Hurting Innovation and the IP Industry?"

Inter Partes Review (IPR) is a new AIA proceeding for challenging a patent's validity at the USPTO. By October 2014, a solid year of proceeding outcomes will help us better evaluate how these proceedings will impact future patent strategy. This session will help licensing professionals appreciate the advantages and limitations behind IPRs in dealing with licensees in licensing negotiations, and provide guidance on how to emerge from such proceedings with stronger patents. All in the IP field need to recognize the impact that IPRs can have on every aspect of the profession, from drafting through prosecution, to licensing and enforcement.

Moderators: 
Edmund Walsh, Chair, Post-Grant Practice Group, Wolf Greenfield

Speakers: 
Frank Bernstein, Partner, Kenyon & Kenyon
Peter Chen, Judge, USPTO Patent Trial and Appeal Board
Kenneth S. Korea, Vice President & Head of US IP Center (Silicon Valley), Samsung Electronics
Jaime Siegel, Senior Vice President, ACACIA Research Group LLC

5:00 PM - 6:00 PM

LES Foundation Reception

5:30 PM - 6:30 PM

Emerging Enterprises Committee Reception

Jillian's at Metreon 
175 Fourth Street 
(1 block from Marriott)

5:30 PM - 6:30 PM

2015 Annual Meeting Committee Meeting

6:30 PM - 8:00 PM

Networking Reception

City View at Metreon 
135 4th Street 
(1 block from Marriott)

8:00 PM

Young Members Congress (YMC) Reception

LuLu Restaurant 
816 Folsom Street 
(2 blocks from Marriott)

TUESDAY, OCTOBER 7

7:30 AM - 8:30 AM

Women in Licensing Breakfast

7:30 AM - 8:45 AM

Networking Buffet Breakfast

7:30 AM - 5:30 PM

Registration

7:45 AM - 8:30 AM

Semiconductor Subsector Committee Meeting

8:00 AM - 9:00 AM

2015 IP100 Planning Committee Meeting

8:00 AM - 9:00 AM

Valuation and Taxation Committee Meeting

8:00 AM - 5:00 PM

LES Networking Lounge

8:00 AM - 5:30 PM

Sponsor Exhibits

8:00 AM - 5:30 PM

One-on-One Networking Appointments

Thirty-minute meetings by appointment only. Make appointments using the Mobile App.

8:45 AM - 10:00 AM

Workshop 4: CEEM – "Closing Global Deals While Dealing with the Cultural Divides"

This session will include a short, interactive discussion about cultural issues that are often under-estimated – with the result that deals either crater or take a very long time to close – and facilitated roundtable discussions. This discussion will highlight the need for thoughtful understanding of expectations and means of achieving them in different settings & cultures.

Moderators: 
Ada Nielsen, CEO, Foodexus LLC

Speakers: 
John Gilmore, Director, Global Application Consulting, Schneider Electric
Dr. Leslie Goff, COO, KDL Solutions LLC
Gary Haag, Contracts Consultant, LNG Technology and Licensing,ConocoPhillips
Charles (Chip) D. Murray, Managing Director, DuPont Intellectual Assets & Licensing

8:45 AM - 10:00 AM

Workshop 4: Organized by the Silicon Valley Chapter – "Silicon Valley Successful Deal Strategies: Behind the Closed Door"

The Silicon Valley is considered the Technology Center of the universe. It was born from the creative minds of numerous inventors who visualized a better tomorrow and the very basic technologies and products that could be created. 

Today "The Valley" (as it is known) emanates countless thousands of new products that are affecting all of us, hopefully to the better. This panel comprised of four top executives who have devoted decades to the region will enlighten the attendees with what actually goes on behind the closed doors where decisions are made that can affect the world in a myriad of ways. 

Attendees will learn about: 

The "asset creation side" perspective on various deals done i.e. increasing your deal pool and monetization opportunities by creating an asset base that best anticipates those commercialization vehicles. 

Shrinking semiconductor manufacturing landscape, What's hot? - Materials, Energy and Encapsulation; Strategy – fail fast (and often); Behind closed doors – Deal making tactics

Moderators: 
Lawrence Udell, Founder/Chairman Emeritus, LES Silicon Valley Chapter

Speakers: 
Mark Holmes, Founder and CEO, PatentBridge LLC
Katharine Ku, CLP, Director, Technology Licensing, Stanford University
Damon Matteo, President, Rouse Strategic IP Solutions
Chris Talbot, Senior Director, Strategic Licensing Group, Applied Materials

8:45 AM - 10:00 AM

Workshop 4: IUGI / Women in Licensing Committee – "Women in Licensing: Negotiating Relationships, Domestic and Abroad"

Strategic alliances are formed to meet a myriad of objectives. In this workshop, the panelists will expand the discussion to consider alliance strategies and to broaden perspectives of alliance design that can be used to meet various objectives. Examples of alliances to be considered are those aimed at exploiting vertical markets, developing new technologies, obtaining revenue and entering and/or exiting businesses. The goal of the workshop is to generate ideas related to relationship possibilities and structure.

Moderators: 
Gianna Arnold, Partner, Saul Ewing, LLP

Speakers: 
Begoña Carreño-Gomez, Ph.D., Head, Search and Evaluation for Primary Care, Global Business Development and Licensing, Novartis AG
Kathryn Doyle, Ph.D., Partner, Saul Ewing, LLP
Gillian Fenton, Vice President, Legal Affairs and Chief Intellectual Property Counsel, Emergent BioSolutions, Inc.
Susan Herbert, Executive Vice President, Global Business, Merck Serono
Konstantina Manjoros Katcheves, Vice President and Global Head, Intellectual Property, Lonza

8:45 AM - 10:00 AM

Workshop 4: High Tech – "Semiconductor Licensing in the Age of China and IoT"

This panel will discuss recent trends that impact licensing in the semiconductor space, and what actions companies can take to ensure continued relevance and success in this evolving landscape. Among other topics, the panel will focus on how the move of most electronics assembly to China and the Internet of Things impact IP strategies and licensing businesses.

Moderators: 
Dale Ford, Chief Analyst, Head of Electronics & Semiconductor Research,IHS

Speakers: 
Drew Fellows, Vice President, Licensing Processors, ARM Ltd.
Dana Hayter, Associate General Counsel – Technology Licensing, Intel Corp.
Changhae Park, Vice President, Intellectual Property Licensing, Freescale Semiconductor
Philippe Quinio, Group Vice President, Intellectual Property Sourcing & Strategy, STMicroelectronics
Phil Shaer, Sr. Vice President and General Counsel, Conversant IP Management
Stefan Tamme, Vice President, Intellectual Property Strategy, Rambus Inc

8:45 AM - 10:00 AM

Workshop 4: Valuation / Legal – "Being FRAND-ly: Recent Developments and Strategies for Licensing and Litigating Standardized Technologies"

This session will be a discussion of the issues surrounding damages in standards-based litigation and an explanation of the two key cases that have announced a concrete RAND rate in terms of dollars. We will discuss In Re Innovatio IP Ventures (N.D. Ill.) and Microsoft v. Motorola (W.D. Wash.), the two methods of damages calculations laid out in those cases, and explain how they will affect future licensing negotiations.

Speakers: 
Steve Cherny, Partner, Kirkland & Ellis LLP
R. Scott Hauser, Deputy General Counsel, Intellectual Property, Ruckus Wireless
Leah Poynter, Senior Corporate Counsel, IP Litigation, Cisco Systems

8:45 AM - 10:00 AM

Workshop 4: Hot Topic – "Cloud Computing: How is its Emergence Affecting Licensing?"

This workshop will address the evolving nature of cloud computing and what it means for the future of licensing. Market growth in mobile devices and data usage coupled with the advances in cloud computing are transforming corporate product strategies and driving new models of managing IP and licensing. Please join us for a lively discussion regarding the intersection of cloud computing and licensing.

Moderators: 
Julia Elvidge, President, Chipworks

Speakers: 
Lesley Hamlin, Associate General Counsel, Citrix
Arvin Patel, Vice President, Intellectual Property and Licensing, Rovi Corporation
Krishan Pathiyal, Senior Director, Patent Strategy, Cisco Systems

8:45 AM - 10:00 AM

Workshop 4: Life Sciences – "Divide and Conquer: Licensing Strategies Among Multiple Partners Around the World"

You are a biotech company with a product candidate that has attracted the interest of global pharma companies and regional players. You are also wondering whether you can bring this product candidate to the market on your own, at least in your home country or region. Which partnering path will bring the best return on all the years of research and early development? Which one will best prepare the company for the next phase of growth? We will explore these issues and more with experts who will share their own experiences from these kinds of deals.

Moderators: 
Randy Sunberg, Partner, Morgan Lewis & Bockius LLP

Speakers: 
Rami Daoud, Vice President, Business Development, Amarin Pharmaceuticals
Linda Hogan, Vice President, Business Development, CoLucid Pharmaceuticals
Kelly Powell, Vice President, Business Development, MEI Pharma
Tanja Weber, Vice President, Corporate Licenses Oncology, Strategy & Business Development, Sanofi

9:00 AM - 10:00 AM

Chapter Leaders Workshop

10:00 AM - 10:45 AM

Networking Break

10:00 AM - 11:00 AM

3CX Subsector Committee Meeting

10:45 AM - 12:00 PM

Workshop 5: CEEM – "Challenges and Experiences in Commercializing Materials-Based Technologies"

The panelists will detail the hurdles and challenges in developing and commercializing materials-based technologies. Intellectual property, licensing, funding, technical and business objectives will be discussed by the experienced speakers. Interactions and experiences from the audience members will also be explored.

Moderators: 
Ben Armitage, Managing Partner, Billion & Armitage, P.A.
James Freedman, Technology Licensing Officer, Massachusetts Institute of Technology

Speakers: 
Andy Filler, General Counsel, 3LP Advisors
Todd Ostomel, Patent Counsel, QuantumScape
Alex Tzachenko, President and EVP, Fuels, Siluria

10:45 AM - 12:00 PM

Workshop 5: Organized by the Silicon Valley Chapter – "A View from the Top – IP Strategies from Silicon Valley's Largest Companies"

• Google – The Internet of everything 
• Qualcomm - Wireless mobility titan 
• SAP – The worlds Enterprise software leader 
• Electronic Arts – Premier Interactive gaming 
• Dolcera – Total industry IP Analytics 

Each of these companies has distinct and successful IP strategies that allow them to defend their markets and expand their global business. Each firm has outstanding growth opportunities to leverage their enviable IP positions. But 2014 has brought new IP and licensing challenges, more aggressive competitors, NPE tactics and regulatory changes. 

Join us for a lively discussion with these outstanding companies, each employing innovative IP strategies, as they discuss their IP successes and challenges. We will examine and discuss: 

• Innovative IP strategies to counter new marketplace challenges 
• The hottest technology trends 
• High impact IP 
• Top patent licensing trends in 2014 and beyond

Moderators: 
Craig Smith, Technology and Commercialization Manager, Sandia National Laboratories

Speakers: 
Stein Lundby, Senior Director, Systems Engineering, Qualcomm
Sunjay Mohan, Director, Patent Group, SAP Global Legal
Milan Patel, VP, Patent Strategy & Lead Patent Counsel, Rovi Corporation
Samir Raiyani, CEO, Dolcera Corporation
Eric Schulman, Director, Patents, Google, Inc.

10:45 AM - 12:00 PM

Workshop 5: IUGI – "Research and Academia: What to Do if Your IP is Being Infringed"

Is your organization a "Paper Tiger?" Many organizations, especially research laboratories, academia and other non-profit institutes struggle with the problem of the alleged infringement of intellectual property they have developed. How should you best handle situations when you learn of potential unauthorized uses of your organization's IP? Publicly-funded research institutions have many stakeholder needs to address and risks to take into account, as they consider taking assertive action and the options available for them to deal with infringement. Should infringement be ignored by organizations operating for public benefit? On one hand, the law is on your side to stop cases of proven infringement and to receive monetary benefit that is due from the commercial use of your IP. On the other hand, taking such steps can be costly and risky, raising eyebrows – at the least – and possibly subjecting the institution to damaging criticism from internal and external stakeholders, as well as other negative consequences. Perhaps the toughest hurdles to clear are the questions: If others infringe some of your patents, then do you want to know about it? If you know patents are infringed, then are you willing to do something about it? What are the pathways to manage this process successfully, and to deal effectively with your stakeholders? A panel of experts who have dealt with these matters will share their experiences; explain why they chose the approaches taken, and how they managed the decision process to gain support from their management, government entities and other stakeholders. Examples of the outcomes of efforts to defend intellectual property rights will be shared. The goal of this highly interactive workshop is to provide you clear insights you can use to make decisions, prepare for assertive licensing and successful conflict resolution.

Moderators: 
Walter Copan, Ph.D., CLP, CEO, EnergyInsight

Speakers: 
Carl Gulbrandsen, Ph.D., J.D., Managing Director, Wisconsin Alumni Research Foundation
Katharine Ku, CLP, Director, Technology Licensing, Stanford University
Carol Mimura, Ph.D., RTTP, Assistant Vice Chancellor, IP & Industry Research Alliances (IPIRA), University of California, Berkeley
Charles R. Neuenschwander, CLP, Principal, International Patent Licensing LLC

10:45 AM - 12:00 PM

Workshop 5: High Tech – "Patent Licensing in Nanotech"

Nanotechnology often is understood only in terms of physical size and as such, has become somewhat of a general descriptor of extremely small objects. To industry specialists, such a generic perception is similar to describing a software engineer as an electrician. In truth, nanotechnology covers many different fields of science and involves levels of complexity ranging from simple mechanics to life itself. 

Unlike other high tech sectors, nanotechnology commercialization strategies are still being tested. This panel introduces several disciplines where the development, implementation and commercialization of nanotechnology are taking place. Panel members – all industry participants – will share their experiences, describe road blocks faced and overcome, and discuss challenges and rewards unique to their work in nanotechnology. 

Moderators: 
Nels Pearsall, Director, ERS Group

Speakers: 
Andrew Merickel, Partner, Knobbe Martens
Jayakumar Rajadas, Ph.D., Director, Biomaterials and Advanced Drug Delivery Laboratory (BioADD) and Assistant Director of Cardiovascular Pharmacology Division, Cardiovascular Institute
Blake Stevens, Vice President, Harris & Harris Group

10:45 AM - 12:00 PM

Workshop 5: Life Sciences – Deal Terms: Do You Really Know What's Happening in Your Therapeutic or Geographic Markets? LES/LESI Global Life Sciences Royalty Rate and Deal Terms Survey 2014"

Many sources of information on biopharmaceutical royalty rates and deal terms rely on either Freedom of Information (FOI) sources from public companies in the United States, which only represent "material" deals that are generally more than five years old, or rely on press releases or public announcements which are often positioned for maximum publicity or promotional impact (i.e., the hyperbole of "BIO Bucks"). 

The Life Sciences Sectors of LES USA/Canada and LESI have partnered to conduct a landmark GLOBAL survey of royalty rates and deal terms for recent deals conducted in the past two years. The results represent deals submitted by over 200 companies, with approximately one half of the deals submitted by companies outside the USA and Canada. 

This landmark global survey is unique for the biopharmaceutical industry. The results presented in this session will be highlights of the Survey Report published late 2014. The findings provide insights certain to raise questions or challenge conventional thinking, especially for contemporary deals in recent and turbulent years.

Moderators: 
James McCarthy, CLP, Global Business Development, Licensing & Commercial Leader in Life Sciences and Pharmaceutical Industries, Corp Dev Ventures

Speakers: 
Ben Bonifant, Managing Director, Triangle Insights Group LLC
Mark Messenbaugh, Executive Director, Corporate Strategy, SomaLogic, Inc.
Jeffrey Snell, CLP, Vice President, Charles River Associates (CRA)
Deni Zodda, Global Business Development Executive, Medignostica

10:45 AM - 12:00 PM

Workshop 5: Valuation / Legal – "Finding the Value of IP in a Public Company Model"

There is a growing trend towards investment in Intellectual Property by and through the public markets. With the backdrop of generating value for shareholders, our panel will examine topics ranging from the role of published best practices to weighing the risks between negotiated and litigated transactions. Join an executive level panel of analysts, investors, and companies with unique perspectives on the questions and trends in this growing sector.

Moderators: 
Scott Graham, Senior Writer on Law and the Courts, The Recorder (ALM Media)

Speakers: 
Rob Amen, Managing Director, Vector Capitol
Paul Davis, Senior Vice President and General Counsel, Tessera
Phil Hartstein, President, Finjan Holdings
Marie MacNichol, Chief Licensing Counsel, InterDigital, Inc.
Peter Petitt, Vice President, Corporate Development, RPX Corp.

10:45 AM - 12:00 PM

Workshop 5: Hot Topic – "From Licensing to Community: Utilizing Cross-Licensing to Create a Broad-Based Patent Non-Aggression Culture"

Open source and standards-based solutions continue to increase in use throughout the high tech industry, and with this use has come a new set of frameworks for understanding what IP rights have been developed. These include individualized solutions such as pledges/promises and multi-party cross licensing pools. This panel will examine some of the options companies have and how different standards have dealt with the issue of IP rights in open source when many companies are involved.

Moderators: 
Keith Bergelt, CEO, Open Invention Network

Speakers: 
Andrew Hall, Associate, Fenwick & West
Timothy Kowalski, Senior Patent Counsel, Google, Inc.
Rob Tiller, Vice President and Assistant General Counsel, Intellectual Property, Red Hat

12:00 PM - 1:45 PM

Keynote Speaker 2: "Price and Value in the New Technology Landscape"

Keynote Address: Quentin Hardy, Deputy Technology Editor for The New York Times  

Cloud computing, mobility, and big data are more than tech trends. They are three key elements of a new industrial ecosystem, as interrelated and transformational as cars, oil, and highways were in the last century. Data and intellectual property are at the heart of the process, but the changing nature of realizing economic value has profound implications for how we price and negotiate the use of proprietary corporate insights. Looking at examples of how this ecosystem works in its early days, we can start to think about how companies will need to change their approach as the new system becomes dominant.

12:00 PM - 1:45 PM

Frank Barnes' Mentoring Award

John G. Poulos, Vice President of Licensing and Acquisitions for AbbVie, has been named the 2014 Frank Barnes Mentor Award. 

The Barnes Award was established in 2000 to memorialize Frank Barnes' extraordinary contributions to the field of licensing through mentorship. In his honor, the award is given annually to an LES member who has contributed significantly to the field of licensing and to the development of fellow licensing professionals through outstanding mentorship activities.

1:45 PM - 2:00 PM

Break

2:00 PM - 3:00 PM

Emerging Enterprises Committee Meeting

2:00 PM - 3:15 PM

Workshop 6: CEEM – "Valuation for Making Strategic Business Decisions"

Many valuation courses are taught from the perspective of litigation or high-dollar value in IP transactions. This workshop is not. It is about the need for pertinent valuations for making timely business decisions. Should we continue the R&D? Should we continue commercializing? What are our expectations for carrot licensing? Is this valuable enough for use in a joint venture? How do you make these decisions when you cannot afford external prices for valuations? This presentation will be followed by facilitated roundtable discussions.

Speakers: 
Linda Chao, Senior Licensing Associate, Stanford University
John Somich, CLP, Intellectual Asset Strategist, BP America

2:00 PM - 3:15 PM

Workshop 6: Organized by the Silicon Valley Chapter – "How the Internet of Things is Doctoring a Change in Healthcare"

Who says that medical diagnostics is limited to hospitals and medical labs? IoT is making it possible to speed up diagnostics and increase medical specialist's availability and productivity by several degrees. Learn how innovative business development, IP licensing, cross-industry partnerships & regulatory statutes in this space are shifting the marketplace followed by a lively discussion from the industry experts. Industry, regulatory, and licensing experts will examine and discuss: 

• Introductory landscape of the space; 
• The role of big data and its licensing in digital health; 
• The impact of standards setting bodies on business development and licensing; 
• Access to medical expertise, data, and licensing by start-ups. Is there help to bridge the gap; 
• FDA Regulatory oversight and its impact on licensing and growth; 
• Lessons learned from early entrants; 
• High impact IP; and 
• Top patent licensing trends for 2014 and beyond.

Moderators: 
Soody Tronson, Founder, STLGip Technology Law Firm

Speakers: 
Dr. David Albert, Founder and Chief Scientific Officer, Alivecor
Mickey Brandis, Head of Legal, Ginger.io, Inc.
Sarah Kelley, Senior Director, Corporate Development, Kaiser Permanente
Andrew Malcolmson, Director, Integrated Patient Intelligence, Covidien
Brian Niznik, Sr. Director, Qualcomm
Bill Taylor, Director of Sales, Dolcera Corporation

2:00 PM - 3:15 PM

Workshop 6: IUGI – "University-Industry Collaborative Research Awards: Where the 'Rubber Meets the Road'"

This workshop will present information on using federal, state, and other funding sources to seed and mature research. It will discuss the transition from funding for early-stage research such as the federal SBIR (Small Business Innovation Research) and STTR (Small Business Technology Transfer) programs to funding for technology maturation and commercialization. A focus will be on helping university faculty and industry understand the challenges and opportunities at each stage of the technology's development. What are the roles of the different parties and the IP issues when research is jointly developed? This workshop is designed for universities, small businesses, federal agency representatives and large corporations wanting to partner on research projects.

Moderators: 
Marie Talnack, Ph.D., Director, Technology Transfer Office, California State Polytechnic University, Pomona

Speakers: 
Errol Arkilic, Ph.D., Founder and President, USRCA.org
Carol Mimura, Ph.D., RTTP, Assistant Vice Chancellor, IP & Industry Research Alliances (IPIRA), University of California, Berkeley

2:00 PM - 3:15 PM

Workshop 6: High Tech – "2014 LES High Tech Sector Royalty Rate & Deal Terms Survey: Preliminary Analysis and Results"

This panel will officially release the results from preliminary analysis on the LES High Tech Sector Royalty Rate and Deal Terms Survey 2014. It will start with a brief introduction of the survey, explaining the method and procedure, and presenting several key conclusions. The panel will then move to discuss the detailed analysis and survey results in both financial and non-financial terms, covering major topics such as the characteristics of the parties, technology type and industry, the features of the IP transacted, the principle rationales of the deals, the pricing and structuring of royalty payments, the payments in IP sales, and the net effect of NPE in licensing and monetization, among many others.

Moderators: 
Bob Held, Trustee and Vice President, Intellectual Asset Management,TeleCommunication Systems, Inc.
Jack Lu, Panel Coordinator; Partner & Chief Economist, IP Market Advisory Partners

2:00 PM - 3:15 PM

Workshop 6: Life Sciences – "Partnering Prenuptials: Assessing Value and Translating Priorities into Deal Terms"

Early stage, pre-clinical assets can prove challenging when it comes to determining the value of a particular product or technology. As deals move to earlier stages of development, how do investors approach the valuation of early stage pre-clinical trial assets? Can you separate intrinsic value from extrinsic competitive value outside your control? Is it possible to find a "win-win" combination so each party can optimize its outcome? This panel will discuss the strategic and economic factors in collaborations. Panelists will offer insight into what to expect and how to weigh valuation questions for both emerging companies and larger partners.

Moderators: 
Hemmie Chang, Chair, Licensing & Strategic Alliances Group, Foley Hoag

Speakers: 
Chris KruegerIndependent Biotechnology Consultant (Formerly with Ardea Biosciences)
Neela Patel, Director, External Research, AbbVie
Paul Stone, General Counsel & COO, 5AM Ventures

2:00 PM - 3:15 PM

Workshop 6: Valuation / Legal – "Top 10 Court Decisions of 2014 Affecting Licensing"

Licensing in 2014 brings new and unique challenges due to a variety of changes in law, policy, and procedures. This workshop will highlight recent changes in U.S. law and U.S. government antitrust policy, all of which will impact licensing in 2014 generally, and the drafting of clauses for license agreements specifically. It will also provide an overview of changes in connection with both U.S. patent law reform and pending cases in the U.S. Courts.

Speakers: 
Russell E. Levine, Partner, Kirkland & Ellis LLP

2:00 PM - 3:15 PM

Workshop 6: Hot Topic – "Public IP Companies – Industry Impact and Business Models"

Public IP Companies (PIPCOs) have doubled in number since 2012 and some have grown in size. They are causing many patent holders to rethink monetization strategy and infringers to develop new defensive strategies. Most of the PIPCOS are small companies that rely on quality patents to generate revenue and value. This workshop will focus on how a range of publicly held IP licensors, some of which are operating companies, employ innovative business models to in order to generate significant returns on their patents. 

This session will define PIPCOs, discuss how they impact IP rights, especially patents, and identify what they mean for innovation in the years ahead. The session also will address what the future might hold for PIPCOs, especially in light of the America Invents Act and the introduction of Inter Partes Reviews by the UPSPTO. 

The panel will consist of C-level executives from two important PIPCOs: Frank Knuettel II from Marathon Patent Group (NASDAQ: MARA), who has worked closely with Erich Spangenberg and IPNav, and Joe Beyers of Inventergy (NASDAQ: INVT), former Vice President of IP Licensing at Hewlett Packard and Chairman at Allied Security Trust. Also joining will be Mark Argento, Senior Financial Analyst and an IP specialist at Lake Street Capital. Bruce Berman, CEO of Brody Berman Associates and author of The Intangible Investor will moderate. The presentations and discussion will include what their access to the capital markets means to licensing, as well as the uneven PIPCO performance to date. Other topics will include the investing community's understanding of licensing companies and their impact on the IP eco-system.

Moderators: 
Bruce Berman, CEO, Brody Berman

Speakers: 
Mark Argento, Senior Research Analyst, Lake Street Capital Markets
Joe Beyers, Chairman and CEO, Inventergy
Frank Knuettel II, CFO, Marathon Patent Group

3:15 PM - 4:00 PM

Networking Break

4:00 PM - 5:00 PM

Life Sciences Hot Topic - "Foundational Changes in the Biopharmaceutical and Healthcare Macro Environments…and the Impacts on Licensing & Business Development"

Speakers: 
Edward Saltzman, President, Defined Health

4:00 PM - 5:30 PM

CEEM Sector Business Meeting

4:00 PM - 5:30 PM

Consumer Products Sector Business Meeting

4:00 PM - 5:30 PM

IUGI Sector Business Meeting

• Mark G. Bloom, CLP, RTTP, Chair, IUGI Sector 
• Matt Raymond, Ph.D., Chair-Elect, IUGI Sector

4:00 PM - 5:30 PM

High Tech Sector Business Meeting

5:00 PM - 5:30 PM

Life Sciences Sector Business Meeting

5:30 PM - 6:00 PM

Life Sciences Sector Networking Reception

5:30 PM - 6:00 PM

IUGI/CEEM Networking Reception

5:30 PM - 6:00 PM

High Tech Sector Networking Reception

6:00 PM - 9:00 PM

High Tech Sector Event

Infusion Lounge 
124 Ellis Street 
(2 blocks from Marriott)

6:30 PM - 8:30 PM

Joint IUGI/CEEM Sector Event

Thirsty Bear 
661 Howard Street 
(2.5 blocks from Marriott)

6:30 PM - 8:30 PM

Life Sciences Sector Event

E&O Asian Kitchen 
314 Sutter Street 
(4 blocks from Marriott)

WEDNESDAY, OCTOBER 8

7:30 AM - 8:30 AM

Chapter Leaders Breakfast

7:30 AM - 8:30 AM

Networking Buffet Breakfast

7:30 AM - 9:00 AM

Aerospace & Transportation Subsector Committee Meeting

7:30 AM - 3:30 PM

Registration

8:00 AM - 9:00 AM

LES Standards Pilot Program Working Group Meeting

8:00 AM - 9:00 AM

Mobile & Consumer Electronics Subsector Committee Meeting

8:00 AM - 2:00 PM

LES Networking Lounge

8:00 AM - 3:00 PM

One-on-One Networking Appointments

Thirty-minute meetings by appointment only. Make appointments using the Mobile App.

8:00 AM - 4:00 PM

Sponsor Exhibits

8:30 AM - 9:15 AM

LES Business Meeting & Incoming President's Address

Pamela Demain, Incoming LES President (2014-2015)

9:15 AM - 10:15 AM

2014 Deals of Distinction Awards

Four of this year's most outstanding intellectual property licensing deals have won the Licensing Executives Society (U.S. A. and Canada), Inc. Deals of Distinction™ Awards. Winners of the prestigious awards include: 

• Google Inc., and Lenovo Group Limited in the High Tech Sector; 

• MacroGenics, Inc., and Gilead Sciences, Inc., in the Life Sciences Sector; 

• The Canadian Oil Sands Innovation Alliance in the Chemicals/Energy/Environment and Materials Sector; and, 

• The U.S. Food and Drug Administration, the National Institutes of Health, PATH and the Serum Institute of India in Industry/University/ Government Interface Sector. 

Architects of these winning deals will be on hand to receive their awards and to share exclusive details about their groundbreaking transactions. Until then, stay tuned to the LES (USA & Canada) website for the release of a sneak peek at the winning deals in early September.

Moderators: 
Bob Held, Trustee and Vice President, Intellectual Asset Management,TeleCommunication Systems, Inc.

10:15 AM - 11:00 AM

Networking Break

10:15 AM - 11:00 AM

CEEM Deals of Distinction Winner Q&A

11:00 AM - 12:15 PM

Workshop 7: CEEM – "How to Protect Trade Secrets Internally"

Join us for a conversation led by experts in managing trade secrets. Some of the challenges will include: 

• What is practical when you have rotations of employees involved in a process with a trade secret? 
• Who knows the secret(s)? 
• How do you manage contractors? 
• What is your process for exit interviews for employees and contractors? 
• How can you be assured your process is disciplined? 
• What are good internal auditing practices? 
• What happens if your business is purchased? 
• Finally, and probably most important from a day-to-day practice, who "owns" the secure safekeeping? Is there general knowledge of the identity of that person? 

Our speakers will invite questions and true stories from the audience, perhaps including a short set of roundtable discussions among the attendees. 

Speakers: 
Karthika Perumal, Ph.D., CLP, Associate, Dentons
Ambreen Salters, Partner, StoneTurn Group LLP
Robert Wilson, Jr., Director, Chemical Science and Technology Laboratory, SRI International

11:00 AM - 12:15 PM

Workshop 7: Organized by the Silicon Valley Chapter – "Leveling Up: What to Expect When Bringing Your Brand to Videogames"

Come to hear from experienced dealmakers about how video game companies are using licensing to amplify exposure, increase revenue, and build massive cross-channel brands. Stay to find out how to strike a great deal with a video game studio.

Moderators: 
Joel Emans, Associate, Hughes Media Law Group

Speakers: 
Andrew Green, Head, Business Development and Business Operations,TinyCo, Inc.
Paul Levine, CEO & President, Play Collective
Roy Rosenthal, Senior Counsel & Senior Director of Business Affairs,Zynga, Inc.
Seth Steinberg, Principal, Digital Arts Law

11:00 AM - 12:15 PM

Workshop 7: IUGI – "Developing a Cultural Bridge into a Knowledge Based Economy: The World of Research, Intellectual Property and Licensing as it is Evolving in Some Eastern European and Middle Eastern Countries"

Many countries that have traditionally been dependent on set resources within their borders are now recognizing the need for economic diversification and the creation of knowledge-based economies. In addition to enabling themselves to compete in the global market, these countries also recognize that a knowledge-based society will provide for better healthcare, education and opportunities for their citizens. In some of these countries, however, the concept of research and development was unheard of even two decades ago. 

This workshop will address the progress that has been made towards the lofty goal of creating knowledge-based economies. Among other topics, this workshop will provide unique viewpoints from an intellectual property and technology transfer perspective regarding questions such as: 

• How does one build a knowledge-based society where it didn't exist before? 
• How do these societies take to looking at or learning about intellectual property? 
• What types of policies are being put in place to facilitate these dynamic transformations? 
• What are the results of the activities so far? 
• What are the goals of all of these activities?

Moderators: 
John McEntire, Director, IP Commercialization, Qatar Foundation (Doha, Qatar)

Speakers: 
Sheikha Al Akhzami, Acting Director, Innovation Affairs Department,Sultan Qaboos University (Muscat, Oman)
Erik Stenehjem, Ph.D., Executive Director, IP & Technology Transfer,Qatar Foundation (Doha, Qatar)
Ebru Tan, M.B.A., Director, Research Project Development and Technology Transfer, Koc University (Istanbul, Turkey)

11:00 AM - 12:15 PM

Workshop 7: Life Sciences – "Bigger and Better or Bolt-on – Perspectives from Big Pharma"

For the few years prior to 2013, biotech companies who sought further capital mostly were relegated to one path - BioPharma M&A/Licensing, considering the freeze on biotech admissions to the capital markets. This situation allowed BioPharma to decrease its risk by focusing largely on compounds that attained proof of concept data, or by selecting companies with unique platform technologies that could quickly generate lead compounds. 2013 changed the playing field as 100+ private companies filed an IPO since then. This presentation will explore how BioPharma views the changes in the playing field, and how they plan to enhance their own growth by acquisition and/or organic growth.

Moderators: 
Christine Fischette, Ph.D., Senior Advisor, Griffin Securities, Inc.

Speakers: 
Gary Gabrielsen, Vice President, Business Development & Alliance Management, Astellas U.S. LLC
Scott Koenig, M.D., Ph.D., President and CEO, MacroGenics
Jay Parrish, Associate Director, Corporate Development, Gilead Sciences, Inc.

11:00 AM - 12:15 PM

Workshop 7: Valuation / Legal – "Who Wins When Loser Pays: The Impact on Litigation Incentives and Patent Value"

This workshop will explore likely potential outcomes of how a shift to a "loser pays" structure for patent infringement cases might impact the considerations of parties in litigation. The workshop will present unique analysis and modeling on how the incentives will change for a "typical" patent case and also present differing views on the benefits and detriments of this change to the patent litigation, licensing and technology commercialization ecosystem. The panel will provide an array of diverse views about the impact of this potential change.

Moderators: 
Brian Frizzell, Director, Capstone

Speakers: 
Matthew Eccles, Vice President and Deputy General Counsel,RealNetworks
Jay Kesan, Professor, IP Law, University of Illinois
Lesley Millar-Nicholson, Head, Technology Transfer, University of Illinois
Sanjay Prasad, Principal, Prasad IP, PC

11:00 AM - 12:15 PM

Workshop 7: High Tech – "High Tech Sector Deal of Distinction Deep Dive Analysis: Understanding the Google (Motorola Mobility) PC and Smartphone Deal with Lenovo"

Winners of the 2014 Deal of Distinction Award for the High Technology Sector are Google Inc. and Lenovo, for a deal in which Google, who purchased Motorola Mobility back in 2011, sold Motorola Mobility to Lenovo for $2.91 billion. Under the terms of the agreement, Google retains ownership of the majority of patents, with approximately 2,000 patents and a license on the remaining patents going to Lenovo. 

The transaction strengthens Google's relationship with Android licensees and provides them with the ability to focus on driving innovation across the Android Platform and mobile software. For its part, Lenovo acquires key relationships with Motorola's carriers in mature markets, deep phone development experience, expertise in legal and patent issues related to mobile technology and continues to operate under favorable patent licenses with many patent holders. 

"This deal provides insight into the continued importance of intellectual property as high technology companies continue to position themselves within specific markets, particularly in the ultra-competitive smartphone market," said Kevin Spivak, High Tech Sector Deal of Distinction Chair. "Our sector was impressed by the deal not only because of its complex nature and issues, but also because of the high public visibility within which the two companies operate."

Moderators: 
Rich Baker, President, New England IP LLC

Speakers: 
Ira Blumberg, Vice President, Intellectual Property, Lenovo
Kirk Dailey, Head, Patent Transactions, Google, Inc.
Daniel Ilan, Counsel, Cleary Gottlieb
Joshua McGuire, Lead Counsel, Mobile/Android Patent Strategy, Google, Inc.
Jeffrey Osterman, Partner, Weil, Gotshal & Manges LLP

12:15 PM - 1:30 PM

High Tech Sector Luncheon

Moderators: 
Michael Zachary, Partner, Kenyon & Kenyon

Speakers: 
John Cabeca, Director, Silicon Valley USPTO

12:15 PM - 1:30 PM

IUGI Sector Luncheon and Business Meeting ("Passing of the Gavel")

Speakers: 
Mark G. Bloom, CLP, RTTP, Chair, IUGI Sector 
Matt Raymond, Ph.D., Chair-Elect, IUGI Sector

12:15 PM - 1:30 PM

Networking Lunch

12:15 PM - 1:30 PM

Life Sciences Sector Luncheon

UCSF's Efforts to Build an Innovation Superhighway – Destination: Biopharma industry LES Life Sciences Fireside Chat (in collaboration with BayBio)

Moderators: 
Gail Maderis, President and CEO, BayBio

Speakers: 
Jim Kiriakis, Interim Director of ITA, UCSF Office of Innovation, Technology & Alliances

12:15 PM - 1:30 PM

CEEM Sector Luncheon

12:15 PM - 1:30 PM

Consumer Products Sector Luncheon

1:30 PM - 1:45 PM

Break

1:45 PM - 3:00 PM

Workshop 8: Hot Topic – "Alternative Dispute Resolution – How Effective is it and What are the Options?"

Parties engaged in intellectual property litigation are increasingly relying on alternative dispute resolution forums to resolve their disputes. This panel – featuring Judge James Ware (Ret.) and David Steuer, a Partner at Wilson Sonsini– will discuss tradeoffs, options, and proven strategies associated with resolving IP disputes through alternative dispute resolution. Judge Ware brings 40 years of litigation experience centered in Silicon Valley and San Francisco, with a particular emphasis on the intellectual property disputes concentrated in that region. Judge Ware spent 24 years as a judge, including time served as a United States District Judge on the Northern District of California and the Chief Judge of the Northern District. 

Speakers: 
Matthew Chivvis, Senior Associate, Intellectual Property Group, Morrison & Foerster
David Steuer, Partner, Wilson Sonsini
Hon. James Ware (Ret.), United States District Judge, Northern District of California

1:45 PM - 3:00 PM

Workshop 8: IUGI – "So You Want to Create a New Technology Transfer Office: Where Do You Start?"

While it may appear that anyone and everyone now has a TTO, new offices are still being set up or re-established as the message becomes clear there is IP in every deal. This workshop is designed for non-profit organizations, federal agencies, universities and industry thinking about setting up or re-starting a TTO. Perhaps your employer has been thinking about this for some time but did not know where to start or has used others to provide TTO services. Where do you start building an IP portfolio? How to staff and fund the TTO? How to work with other institutions' TTO's? What are the best marketing methods for licensing? Information will be shared on the steps involved, expertise needed, and partnerships required.

Moderators: 
Marie Talnack, Ph.D., Director, Technology Transfer Office, California State Polytechnic University, Pomona

Speakers: 
Mark Bloom, CLP, RTTP, Director of Technology Transfer, Bigelow Laboratory for Ocean Sciences
Deborah Lickness, Manager, IP Market Transactions, John Deere
Natasha Radovsky, Esq., Licensing Director, Global Patent and Technology Licensing, The Boeing Intellectual Property Licensing

1:45 PM - 3:00 PM

Workshop 8: Life Sciences – "Termination or Restructuring of a Collaboration"

The termination or restructuring of a collaborative relationship doesn't signify failure. Rather, it creates an opportunity for each party to focus its financial resources and intellectual capital on places where it can create the most value. This panel will explore, in depth, strategies that can be employed during the negotiation process, the conduct of an R&D program, and when the parties' expectations change, all in order to preserve the value of the partnered program when the relationship ends.

Moderators: 
Gerald Quirk, Co-Chair, Life Sciences Practice Group, Choate Hall & Stewart LLP

Speakers: 
Liz Bhatt, Senior Director, Corporate Development, Gilead Sciences, Inc.
Karin Immergluck, Director, Technology Management, University of California, San Francisco
Randall Morin, Lead, Business Development Transactions, Shire Pharmaceuticals, Inc.

1:45 PM - 3:00 PM

Workshop 8: Valuation / Legal – "Updates In European Practice – How Changes in Procedures at the EPO are Impacting Patent Practitioners and Licensing Professionals"

Updates on European Patent Practice and Impacts on Patent Practitioners and Licensing Professionals will be discussed by those closest to the action, including a representative from the European Patent Office and those who practice in Europe.

Moderators: 
Michael Samardzija, Partner, Dentons

Speakers: 
Christof Mathoi, Lawyer, International Legal Affairs, European Patent Office (EPO)
Russell Sessford, Partner, Forrester's

3:00 PM - 4:00 PM

Closing Wine Reception