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LES 2015 Annual Meeting

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Speakers

David Ai
Bruce Berman
John Blaho
George Cai
Wendy Callaghan
Albert Wai-Kit Chan
Connie M. Cleary
Pamela Cox
Mark Crowell
Kathleen A. Denis
Alex Dickinson
Roberto Dini
Nicholas Dudziak
David Ewing Duncan
Halina Dziewit
Mark G. Edwards
Carter Eltzroth
Julia Elvidge
Johnston Erwin
Rich Eskew
Karl Fazio
Steven M. Ferguson
Michael Fluhler
Paul Gallagher
John Gannon
Lalit Gaur
Adam Gill
Douglas E. Giordano
Bob Goldman
Paul V. Greco
Mike Gross
Christi Guerrini
David Haas
Diane Hart
Peter Harter
Bowman Heiden
Bob Held
Catherine Hennings
Orin Herskowitz
Johannes Heselberger
Geoff Hoggard
Lilly Huang
Melissa Hunter-Ensor
Muhammed I. Hussain
Daniel Huttenlocher
Sridhar Iyengar
Elizabeth Kalodner
Menachem Kaplan
Lou Kassa
Christopher P. Keefe
Jamie Kemler
Nicki Kennedy
Jin Kim
Timothy Kinn
Justin Krieger
Jeff Kummer
Brian LaCorte
Keith Lerner
Louise Levien
Russell Levine
Kevin Liao
Daniel Lopresti
Scott D. Marty
Christof Mathoi
John Matranga
Damon Matteo
Cameron McCoy
Rob McInnes
Matthew C. McNeill
Joseph T. Miotke
Haresh Mirchandani
Christopher P. Molineaux
Craig Moss
Christopher P. Murphy
Vickie Nauman
Deborah Newman
Ada Nielsen
Brian P. O'Shaughnessy
Bruce A. Orr
Josue Ortiz
Pat Patnode
John Paul
Bob Payne
Antony Pfeffer
Courtney Quish
Matthew Rappaport
Sam Rasty
Terry Rea
Michael Samardzija
Ana Santos Rutschman
Reza Sarbakhsh
Larry Schroepfer
Chris Schulte
Peter Selover
Stu Seltzer
Maulin Shah
Michael Sherman
Robin Sitver
Jim Sledzik
Gene Slowinski
Bryan Spielman
Paul Stewart
Susan Stoddard
Jonathan Suder
Alan Taylor
Marc Tessier-Lavigne
Jeffrey C. Thompson
D.C. Toedt III
Carolyn K. Tomberlin
Duane R. Valz
Paul Walker
Julie Watson
Monte Wetzel

David Ai
David AiDr. Ai is Director of Knowledge Transfer at the City University of Hong Kong. Prior to 2014, he worked for Stanford University’s Office of Technology Licensing for six years, managing inventions while spearheading Stanford’s effort to market its technologies to China.

Previously, Dr. Ai was Chief Advisor at Hitachi Corporate VC until 2006, where he scored two successful acquisitions and one IPO among the four VC investments he led.

Earlier, Dr. Ai founded an award-winning e-healthcare in Beijing. As interim CEO he secured $6M VC investment in the first foreign-owned cancer center in Shanghai. He was VP/GM at Varian Medical (NYSE: VAR), VP of Marketing at Cirque (acquired by ALPS Japan), and Project Manager at Hewlett-Packard.

Dr. Ai received a BS in psychology (National Taiwan University), an MS in computer science (Indiana University), an MBA (Stanford), and most recently a J.D. (Santa Clara University). He is a patent attorney (California).

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Bruce Berman

Bruce BermanBruce Berman is CEO of Brody Berman Associates, a management consulting and communications firm supporting IP rights, holders and service providers. Mr. Berman helps businesses convey patents and other intangible assets to key audiences, and is known for helping clients to manage their IP reputation. Since 1988, he has improved the performance and value of more than 200 businesses and IP portfolios, and counseled scores of IP executives, attorneys, and their clients.

Mr. Berman draws upon an extensive network of IP, business and media contacts in the United States and Europe. He is responsible for five books, including From Ideas to Assets. His blog, IP CloseUp, is read in the US, Canada and more than 100 other countries. He received a master's degree from Columbia University, where he taught for four years while completing the course and comprehensive requirements for the Ph.D.

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John Blaho
John BlahoJohn A. Blaho, Ph.D. has over 25 years experience as a successful and well-funded professor at the University of Chicago and in the Department of Microbiology at the Mount Sinai School of Medicine. He is recognized internationally for his research on human viruses and was appointed to the Doctoral Faculty of the City University of New York in 1995. Dr. Blaho was trained as a Chemical Engineer and performed NSF-supported research on biomass conversion. His graduate research on nucleic acid biochemistry utilized large scale (500 liter) microbial fermentation of recombinant organisms, a process which served as the nadir of the blossoming biotechnology industry. Prior to joining CUNY, Dr. Blaho served a full time CSO function at a Biotech company in Princeton, NJ. In this Executive Industrial position, he was also responsible for expanding the business through development of key partnerships and creating new investment opportunities. During his tenure in the Biotech sector, Dr. Blaho held a Full Member (Professor) position at the Cancer Institute of New Jersey, was a Visiting Scholar in Systems Biology at the Institute for Advanced Study in Princeton, and he remains an Adjunct Full Professor of Molecular Biology at the University of Medicine and Dentistry of New Jersey. Dr. Blaho serves as the CUNY Director for Industrial-Academic Research within the Office of the Vice Chancellor for Research. He has been responsible for creating/maintaining productive Sponsored Research Projects between Industrial entities and CUNY research faculty and is currently working to increase the amount of faculty entrepreneurial activities. Dr. Blaho has worked very closely with the university's traditional entrepreneurial center, the CUNY Center for Advanced Technology (CUNY CAT) serving as its Director for University-Industry Collaborations and continues to function as its Liaison to CUNY for Entrepreneurship. Dr. Blaho f acilitated the rebranding the CUNY CAT and significantly increased its industry sponsored research activities between 2010-2012. Dr. Blaho was instrumental in the creation of the NSF IUCRC for Metamaterials in 2011 in which CCNY is the Lead and the establishment of the NSF IUCRC for Sustainably Integrated Buildings and Sites in 2012, of which CCNY is a Site. Since the fall of 2011, Dr. Blaho has personally organized over 6 I-Corps Teams that were approved for funding by the NSF. He has served as Industrial Mentor for I-Corps Teams at Stanford in spring 2012, Michigan in summer 2012, and in the January 2013 cohort in Arlington, VA; all 3 teams formed NYS companies and received non-diluted investment seed funding. In fall 2012, he led the NSF I-Corps submission, and serves as coPI and Training Director of the NYC Regional Innovation Node (NYCRIN) which was approved for funding in February 2013.

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George Cai
George CaiResponsible for the development and execution of Intel's China strategy. In this context Mr. Cai works with Chinese and international partners to cultivate Intel's innovation ecosystem, manages multi-site innovation teams, enhances Intel's product market positions, and works to grow Intel China. Mr. Cai has rich experience in product R&D at the microprocessor and platform level, is passionate about innovation, committed to solid execution, and the delivery of results beyond expectation. Examples of Mr. Cai's successes in innovation for new business opportunities include: cloud infrastructure, customization of SoC and acceleration of technology. Held many leading roles during his 20+ year experience in computer industry. Holder of over 40 patents. Guest lectured at Princeton, UIUC, and Tsinghua's MBA program. Obtained his PhD in electrical engineering from the University of Maryland at College Park.

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Wendy Callaghan
Wendy CallaghanWendy Callaghan is Associate General Counsel at American International Group, Inc. and is part of AIG’s IT Law Department.  Wendy supports domestic and international AIG member companies on IT issues and has extensive experience negotiating complex technology transactions, including cloud deals.  Prior to joining AIG, she was a member of the Technology Practice Group at Pillsbury Winthrop Shaw Pittman, LLP (formerly Shaw Pittman, LLP).

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Albert Wai-Kit Chan
Dr. Albert Wai-Kit Chan is a partner of the Law Offices of Albert Wai-Kit Chan, PLLC in the New York and also heads Albert Wai-Kit Chan Intellectual Property Limited in Hong Kong. Dr. Chan has worked extensively with all constituents of the intellectual property protection process in the U.S., China and other international jurisdictions. He received his Ph.D. in virology at Baylor College of Medicine in Houston, Texas and his J.D. degree from Columbia University School of Law. Dr. Chan has served as an adjunct professor of law at The City University of New York School of Law teaching intellectual property law.  He is currently adjunct associate professor in the School of Life Sciences at The Chinese University of Hong Kong and has adjunct professorship in the Department of Health Technology and Informatics at The Hong Kong Polytechnic University. He founded United States-China Intellectual Property Institute in 1998.

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Connie M. Cleary, DPM CLP
Connie M. Cleary, DPM CLPAs Manager of the Office of Technology Commercialization & Partnerships, Connie is leading the identification, management and commercialization of an extensive portfolio of emerging technologies in the life and physical sciences ranging from biosciences to those in basic energy, materials, high performance computing and software.

Responsibilities
Connie is responsible for translating Brookhaven National Laboratory's intellectual property portfolio into innovative products and services with corporate partners, R&D collaborators, entrepreneurs and investors.

Experience
Before coming to BNL, Cleary was Interim Manager of Industry Partnership Development and a Business Development Executive at Argonne National Laboratory where in addition to overseeing a portfolio, she provided direction and supervision to a team of licensing executives. Prior to her service at ANL, she was the Associate Director of the technology transfer offices at Rush University Medical Center and the University of Illinois, Chicago(UIC), where she created a strategy for licensing technologies with start-ups, small and large companies and interacted with VC’s and other external entities.

As a licensing professional, Cleary has handled various portfolios spanning the life and physical sciences including: therapeutics; drug delivery and devices; research tools and reagents; dental devices; software; educational and copy-written materials; energy storage technologies including lithium ion batteries; and imaging technologies.

Connie has served on several committees of the Licensing Executives Society (LES) including LES membership and as the Local Chapter Chair of the Chicago Chapter.

Dr. Cleary is currently serving on the advisory board of CEBIP at SBU and has also served on the Advisory Board of The Center for Advanced Design, Research, and Exploration (CADRE) which promotes successful multidisciplinary research at UIC by providing proposal development and project management expertise for complex research initiatives.

Education
B.S., Baruch College of the City University of New York
D.P.M., Dr. Scholl College of Podiatric Medicine, Finch University of Health Sciences of the Chicago Medical School 
Certified Licensing Professional, Licensing Executives Society
Certificate in Strategic Management of Intellectual Property, from the Kellogg School of Management, Northwestern University- Executive Program Biotechnology

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Pamela Cox
Pamela CoxFor more than 20 years, Pamela Cox has concentrated on intellectual property transactions and the strategic use of IP assets for clients ranging from multinational corporations to non-profit institutions. A patent attorney who has managed IP portfolios in-house, clients find her talented at unraveling complex deal structures and devising creative agreement solutions as a seamless member of their team. Intellectual Asset Management named Ms. Cox "one of the country's leading licensing authorities. Her advice is clear, thorough, insightful and easy to understand." Ms. Cox is chair of life sciences committee for LESI, an adjunct professor at Northwestern University School of Law, on AUTM's professional development committee and secretary and board of governors for CLP.

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Mark Crowell
Mark CrowellMark Crowell is Vice President for Innovation and Economic Development at the King Abdullah University of Science and Technology (KAUST) in Saudi Arabia. His prior roles include serving as founding Executive Director of UVa Innovation at the University of Virginia; Vice President for Business Development at the Scripps Research Institute; Associate Vice Chancellor for Technology Transfer and Economic Development at the University of North Carolina at Chapel Hill; Associate Vice Chancellor for Technology Transfer and Industry Research at NC State University; and Director of Technology Transfer at Duke University. Mark was 2005 President of the Association of University Technology Managers (AUTM), served for five years as Chair of BIO's Technology Transfer Committee, and is a member of numerous regional, national and international boards, committees and organizations (including APEC's Life Sciences Innovation Forum). He consults nationally and worldwide in matters related to innovation-based economic development, translational research, and academic technology transfer; his clients include the World Bank, BIO, and numerous universities and NGOs. In 2013, received the Bayh-Dole Award from AUTM "in recognition of his lifetime contributions to advancing academic innovations." In April 2014, the US Chamber of Commerce named UVa Innovation as its 2014 "Champion of Intellectual Property."

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Kathleen A. Denis, PhD, CLP, RTTP
Kathleen DavisManaging the intellectual assets of The Rockefeller University in New York City, Dr. Denis works with their elite group of researchers to establish partnerships with industry in order to develop and commercialize technologies for the public good. She is a Past President of the Licensing Executives Society USA/Canada (LES), and has served on the Board of Directors of the Association of University Technology Managers (AUTM), the Pennsylvania Biotechnology Association and is a former Chair of the Board of Governors of Certified Licensing Professionals, Inc. Specializing in the management of intellectual assets in the life sciences, she has worked with academic institutions and industry clients to manage intellectual property portfolios, evaluate new technologies, market and license technologies and start new technology-based businesses. Dr. Denis holds a Ph.D. in immunology from the University of Pennsylvania, an M.A. in human genetics from University of Texas and an undergraduate degree in genetics from Cornell University.

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Alex Dickinson
Alex DickinsonDr. Alex Dickinson is Illumina's senior vice president of strategic initiatives. His group's responsibilities include nation-scale population sequencing projects with a focus on how those programs will integrate with and improve national healthcare systems. Previously, Alex was CEO of Helixis, a molecular diagnostic company he co-founded with Nobel Laureate David Baltimore. Helixis was acquired by Illumina in 2010. He was also the co-founder and CEO of Luxtera, a leading supercomputer chip company. Alex began his career as a researcher at AT&T Bell Labs. He has been awarded over 30 US patents covering a range of inventions including the camera and fingerprint technologies widely used in smart phones. He holds a Ph.D. in electrical engineering from the University of Adelaide, Australia, and an MBA from Columbia University in New York.

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Roberto Dini
Roberto DiniWith more than 40 year of experience, Mr. Roberto Dini is one of the best known and appreciated Intellectual Property experts. He began his career with Indesit where he was Head of the Patent and Trademark Office.

In 1982 Mr. Dini founded Sisvel, which has soon become a world leader in managing Intellectual Property and maximizing the value of patent rights.

In 1987 Mr. Dini founded Metroconsult, an Intellectual Property consultancy firm with offices in Turin, Milan and Genoa, wherein he transferred the experience acquired from the industrial world, providing his clients with high-quality services "tailored" to the needs of each individual client.

Mr. Dini is a Member of the Italian Industrial Property Consultant Association, a registered Patent Attorney before the European Patent Office (EPO) and Trademark and Design attorney before the Office for Harmonization in the Internal Market (OHIM).
Mr. Dini is currently the president of LES (Licensing Executives Society) Italy.

Born in 1946, Roberto Dini has a degree in Electronic Engineering from the Polytechnic of Turin. He is fluent in English, French and has a good knowledge of German. During his experience with industrial companies he invented over 30 patents.

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Nicholas Dudziak
Nicholas Dudziak Nick Dudziak is a Partner at Global IP Law Group. This past year, Mr. Dudziak was selected by Super Lawyers Magazine as an Illinois Rising Star. He is a registered patent attorney and has a comprehensive patent practice that encompasses all aspects of patent monetization, including sales, licensing, and litigation. Mr. Dudziak also provides strategic counseling, valuation services, and defense of business accused of patent infringement. Global IP is a law firm specializing in intellectual property. Since the firm's founding 6 years ago, Global IP has monetized thousands of patents in portfolios of all sizes resulting in over $8 billion in value for its clients.

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David Ewing Duncan
David Ewing DuncanDavid Ewing Duncan is Co-Founder and CEO of Arc Programs. He is an award-winning best-selling author of eight books published in 19 languages; he is a journalist and a television, radio and film producer and correspondent.

His most recent book is When I'm 164: The new science of radical life extension, and what happens if it succeeds (TED Books). His previous books include Experimental Man and the international bestseller The Calendar.

He is a Columnist for The Daily Beast, and the Chief Correspondent of public radio's Biotech Nation. He is series editor for Imminent Technologies at Perseus/Public Affairs.

David writes for The New York Times, Fortune, National Geographic, Discover, and others.

He was the founder and host of BioAgenda and the Founding Director of the Center of Life Science Policy at UC Berkeley. He was a commentator on NPR's Morning Edition, and a contributing editor for Wired, Discover, and Conde Nast Portfolio. He is a former special correspondent and producer for ABC Nightline.

David has won numerous awards including the Magazine Story of the Year from AAAS. His work has appeared in The Best American Science and Nature Writing.

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Halina Dziewit
Halina DziewitHalina Dziewit, a Certified Licensing Professional (CLP), has more than 25 years' experience in the intellectual property field, and was among the early practitioners to advance the concept that intellectual assets are valuable property interests that should be strategically cultivated, harvested and exploited to position an asset holder within a technology field and marketplace to obtain the best return on investment. As a credentialed CLP, she advises clients with interests in domestic and international licensing, technology transfer and high technology transactional matters, involving all aspects of intellectual assets, and business transactions. Ms. Dziewit also is knowledgeable in U.S. and international business transactions involving specific intellectual property areas including patents, trademarks, trade secrets, copyrights, software, Internet and confidential know-how and information matters.

Ms. Dziewit has extensive experience with intellectual property matters affecting the commercial, nonprofit, government (e.g., FAR, DFARS) and academic sectors. She also has worked with numerous 8(a) companies in connection with intellectual property and transactional technology matters. Ms. Dziewit has extensive experience with technology transfer under the various Technology Transfer Acts (e.g., Bayh-Dole and Stevenson-Wydler). Additionally, she has provided advice, counsel and support in litigation matters involving work-for-hire issues related to software, copyright infringement, trademark infringement, domain name disputes, patent infringement, employment agreements, conservation tax easement matters, OSHA citations and licensing disputes. She has also provided counsel to and worked with numerous start-ups (for which she provided organizational advice and facilitated organizational structure) as well as a wide range of companies from small local entities to those appearing in the Fortune 100.

Ms. Dziewit regularly counsels clients in a variety of high technology areas, including telecommunications, computer hardware and software, commercial novelty products, nanotechnology, semi-conductor, wireless communications, Internet, aviation technologies, atmospheric and weather technologies and instrumentation, energy/power technologies, clean energy and environmental technologies, pharmaceuticals, medical instrumentation, sporting equipment, educational and instructional material, transportation and a variety of mechanical and electrical devices. Ms. Dziewit also performs intellectual property audits, due diligence and intellectual property valuations. She acquired in-house experience at Bell Laboratories, Storage Technology Corporation, University Corporation for Atmospheric Research/National Center for Atmospheric Research, WITI Corporation and WITI Pacific, Ltd.

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Mark G. Edwards
Mark EdwardsMark G. Edwards is Managing Director of Bioscience Advisors Inc., a biopharmaceutical consulting firm he founded in 2011. Previously, he was Managing Director and a Principal of Deloitte Recap LLC, a wholly-owned subsidiary of Deloitte Touche Tohmatsu. Until its sale to Deloitte in 2008, Mr. Edwards was the Managing Director and founder of Recombinant Capital, Inc. (Recap), a consulting and database firm based in Walnut Creek, California. Prior to founding Recap in 1988, Mr. Edwards was Manager of Business Development at Chiron Corporation. He is on the board of directors of the California Institute for Biomedical Research (Calibr) and AcelRx Pharmaceuticals and has previously served on the boards of Allos Therapeutics, CombiMatrix and Ontogen. Mr. Edwards received his B.A. and M.B.A. degrees from Stanford University.

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Carter Eltzroth
Carter EltzrothCarter Eltzroth is Legal Director of the DVB Project. DVB is the Geneva-based standards organization creating technical standards – implemented worldwide – for digital television. In private practice, he specialises in legal issues related to standardization and standardized technologies; broadcast and telecommunications regulation; and intellectual property. Among other client-related activities, he has assisted IEEE in its initiatives on patent pools and other clients in patent management strategies in East and South Asia. He has served as the chair of a task force within the Smart Grid Interoperability Panel examining its IPR policy. He is an arbitrator for the World Intellectual Property Organization (WIPO) and a member of the IPR Policy Committee of the American National Standards Institute.

Carter Eltzroth is also Adjunct Professor of Law at the Washington College of Law, American University.  He has written and spoken extensively on IPRs and other issues relating to standards setting. He is preparing Patent Pools: Licensing Standardized Technology.

Carter Eltzroth has also been active on copyright matters, having formed the antipiracy association, Association Européenne pour la Protection des Oeuvres et services Cryptés, and served as its initial Executive Director. He has prepared studies on audiovisual copyright and related areas for the World Intellectual Property Organization, the World Bank and the European Commission. He has also been general counsel and served in other capacities as a lawyer for European and African broadcasters. After law school, he clerked for Judge Walter Cummings on the US Court of Appeals for the Seventh Circuit (Chicago).

A dual US/Belgian national, he is a graduate of Oxford (MA in literae humaniores) and Columbia (JD), where he was an International Fellow, and a member of the New York bar.

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Julia Elvidge
Julia ElvidgeAs president, Julia Elvidge has been a vital part of building Chipworks into a globally recognized leader in patent and competitive technical intelligence for the world's largest semiconductor and electronics companies. Her extensive knowledge of technology products and strategic IP issues has enabled her to provide invaluable insight and guidance to Chipworks' customers. Ms Elvidge joined Chipworks in 1994 and was named president in 2003. Her extensive industry experience and business leadership have helped Chipworks to earn the respect and trust of IP groups and their legal counsel around the globe. Thanks to her strategic insights and recommendations, Chipworks helps clients to earn hundreds of millions of dollars in patent licenses – often saving as much in royalty payments. Ms Elvidge has served on several boards and is a well-regarded speaker at IP industry events such as IPBC, the Licensing Executives Society and IP Strategy Summits.

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Johnston Erwin
Johnston ErwinCurrently, Johnston is Vice President, Corporate Business Development. Eli Lilly and Company’s Corporate Business Development is a global function which works with the Lilly team and external partners to advance innovation by driving scientific breakthroughs through collaboration. Lilly strives to be innovative in our science and in our approach to partnerships to bring medicines to the people who need them. Johnston works directly with our regional funds and reports to Darren Carroll, Senior Vice President, Corporate Business Development.

Most recently he was Global Brand Development Leader; Bone, Muscle and Joint molecule Clinical Development. He was named Global Brand Development Leader, Osteoporosis Products in 2003. This was an expansion of the Product Team Leader, Arzoxifene, role he held since 2002. During this tenure of 11 years, Johnston led the clinical team which made global regulatory submissions for the brands of Evista and Forteo. Under his leadership both brands were approved in more than 80 countries and reached the “blockbuster” status of greater than $1 Billion in worldwide sales each. Prior to 2002, He was Director, Strategy and Business Development, Primary Care Product Group, for Eli Lilly and Company. His responsibilities included the therapeutic areas of Cardiovascular Disease, Women’s Health and Infectious Disease as well as the product Cialis.

Upon joining Lilly in 1985, Johnston spent three years as a sales representative in Idaho. Following this sales experience Johnston held additional leadership roles in Corporate Strategic Planning, Human Resources, Sales Supervisor, District Sales Manager, Strategic Asset Management- Women’s Health Business Unit and Corporate Business Development.

Johnston is on the boards of Audion Therapeutics, Accelerator Fund IV, and leads the steering committee for Lilly in TVM Capital Fund VII and Epidarex Capital.

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Rich Eskew
Rich EskewMr. Eskew currently serves as Assistant General Counsel and Chief Privacy Officer for Accolade, Inc., a provider of healthcare assistance, care coordination and healthcare benefit and operations analytics. He handles all corporate, customer and vendor legal matters, as well as serving as privacy officer pursuant to HIPAA and related laws. He previously served as senior corporate and technology counsel to a global investment bank, providing counsel on all corporate legal matters, including cloud transactions, data privacy, intellectual property and technology matters.  He personally handled the negotiation of various technology deals, including outsourcing, cloud, software development and licensing, and managed the company’s IP portfolio.

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Karl Fazio
Karl FazioAs Pearson's Chief Patent Counsel, Karl is responsible for advising Pearson's global business, technology, and product leadership regarding strategy, policy, protection, enforcement, and process relating to patents, trade secrets, and open source compliance. He manages Pearson's international patent portfolio to ensure effective protection and alignment with business strategy, develops and implements effective open source and trade secret practices, and provides guidance regarding defensive litigation, enforcement, M&A, and licensing matters.

Prior to joining Pearson, Karl was GoDaddy's Associate General Counsel, IP where he managed all patent matters, including prosecution, litigation, and licensing, as well as IP-related M&A due diligence. Karl previously spent 10 years litigating in courts throughout the U.S., most recently as a partner with Bowman and Brooke. Karl's technical experience includes 3 years as a hardware engineer at Digital Equipment Corp. He holds a B.S. in Mechanical Engineering and a JD, both from the University of Arizona.

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Steven M. Ferguson, CLP
Steven M. FergusonSteven M. Ferguson currently serves as a Deputy Director and senior licensing professional for the NIH Office of Technology Transfer, the patent & licensing office for technologies arising from the NIH, FDA & CDC intramural research programs. This technology portfolio includes about 1300 active licenses, 400 of which report product sales in aggregate greater than $6B per year.

A former chemist at the National Cancer Institute, Mr. Ferguson holds Master's Degrees in Business Administration (George Washington University) and Chemistry (University of Cincinnati) as well as Bachelor's Degree in Chemistry (Case Western Reserve University).

A registered Patent Agent and a Certified Licensing Professional (CLP), Mr. Ferguson is faculty and Technology Transfer Department Chair at the Foundation for Advanced Education in the Sciences (FAES) Graduate School at NIH as well as an Executive-in-Residence at the Johns Hopkins University Cary School of Business.

Mr. Ferguson is a project or business reviewer for many state & national funding organizations such as the India-U.S. Science & Technology Fund, Maryland Industrial Partnerships, and the Virgina Commonwealth Research Commercialization Fund and is faculty for the Biotechnology Industry Organization "Bio Boot Camp".

He has received the AUTM President's Award, the NIH Director's Award, the FAES Instruction Award, three "Deal of Distinction" awards from the Licensing Executive Society, six the Federal Laboratory Consortium Awards, and fifteen NIH Merit Awards in recognition of his service and activities in the area of technology transfer.

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Michael Fluhler
Michael FluhlerMichael T. Fluhler is a registered patent attorney and the chair of the Medical Device and Life Science practice group for Fishman Stewart & Yamaguchi PLLC, an intellectual property law firm in Bloomfield Hills, Michigan. Michael has extensive experience drafting and negotiating a broad range of licensing, technology, intellectual property, and distribution agreements. Further, Michael specializes in implementing monetization strategies that focus on identifying, building, and maximizing the value of intellectual assets. Michael also practices in all other aspects of intellectual property matters including domestic and foreign patent preparation and prosecution, portfolio management, valuation and due diligence analysis, opinions, and alternative dispute resolution and litigation support. Michael is a co-chair of the Michigan Chapter of the Licensing Executives Society (LES), a member of the membership committee of the Detroit Chapter of the Association for Corporate Growth (ACG), and actively involved with the Licensing and Management of IP Assets committee of the American Intellectual Property Law Association (AIPLA).

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Paul Gallagher
Paul GallagherDuring 16 years at Ciba-Geigy, Merrell Dow, and Wyeth-Ayerst, Paul held positions of increasing responsibilities in marketing research, product management, sales management and executive marketing management, rising to Vice President of Global Marketing for Wyeth-Ayerst.

In 1994 Paul Gallagher founded Compass Strategic Consulting, Inc. In its twenty-one years, Compass has moved from specializing in a full range of business development services in the life sciences to one predominantly focused on evidence-based global pricing and market access strategies.  Compass provides pricing and reimbursement assessments and strategies primarily for pipeline products, in the pharma, biotech, and diagnostic sectors.  Clients include biopharma companies, from emerging to top ten, and venture funds

Paul holds a BA in economics from Columbia University and an MBA in marketing from George Washington University. 

He has presented at LES national conferences on Healthcare Reform (2009) and US Affordable Care Act (2010) and most recently as a panelist at the NJ Chapter meeting of February 25th on Access to Reimbursement in Pharma’s New Healthcare Paradigm. He is Co-chair of the CT Chapter of LES and has been an active member of LES since 2004.

He has been a member of the Faculty of the Drug Development Boot Camp at Harvard University from 2011 through 2015, and recently moderated a Panel on Commercialization and Reimbursement of Gene Therapies, at the Genetic Rx Conference and a Panelist on What's Hot & What's Not in Gene Therapies for Rare Disorders, Webinar sponsored by BIO.

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John Gannon
John GannonJohn began his career as an engineer in the aerospace industry working for General Electric's Astro-Space Division. John is a founder and General Partner of venture firm SunBridge Partners, as well as a Director at Alien Technology, Embedded Planet and Blue Spark Technologies. John has been the CEO of Blue Spark Technologies for the last 5 years. He received an MBA from the University of Chicago and a bachelor's degree in Aerospace Engineering from Penn State University.

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Lalit Gaur
Lalit GaurLalit Gaur has over 17 years of progressive experience in business development and licensing function across many segments of healthcare and bio-pharmaceutical industries. He started his career in medical diagnostics and platform technologies to consulting to life science research and most recently as BD&L executive for Novartis, leading their business development in North America for the animal health division. Lalit is now a founder of LG Biopartners, LLC, a boutique firm providing consulting services and helping clients build value through strategic options.

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Adam Gill
Adam GillAdam Gill is a Principal at Gerchen Keller Capital, LLC, where he leads the evaluation, selection and underwriting of patent and other IP investments.

GKC is the largest investment and advisory firm focused exclusively on legal and regulatory risk. GKC provides capital and financing solutions to companies and top law firms in complex litigation, arbitration, and transactional matters--including patent litigation and acquisitions. Through multiple private funds, GKC manages more than $800 million in assets for financial institutions, public pensions, endowments, foundations, and select family offices.

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Douglas E. Giordano
Douglas E. Giordano Doug Giordano is currently a Senior Vice President in Pfizer's Worldwide Business Development Group, responsible for leading Pfizer's evaluation, negotiation and execution of product licensing, partnerships and M&A transactions. Over the past eight years, Doug has led teams responsible for Pfizer acquisitions, product collaborations/licensing and Pfizer's IPO/split out of Zoetis.

Before joining Pfizer's Worldwide Business Development group in 2007, Doug held positions of increasing responsibility within Pfizer's US Pharmaceuticals commercial strategy and business development team. Doug has been a key contributor to a variety of Pfizer transactions and a variety of innovative US commercialization initiatives including the creation and launch of the Pfizer/Microsoft/IBM collaboration, Amicore and the launch of the Pfizer for Living ShareCard and Pfizer Helpful Answers programs.

Before his US pharmaceuticals operating role, Doug worked in a mergers and acquisitions role within Pfizer's Medical Technology Group -- playing a key role in Pfizer's acquisitions, technology licensing and divestiture activity within Medtech. Prior to his role with the Medical Technology Group, Doug held positions within Pfizer's US Pharmaceutical Group in finance and global manufacturing.

Prior to joining Pfizer, Doug was a consultant at Booz, Allen & Hamilton.

Doug holds a Bachelor's Degree in Biomedical Engineering from Duke University and an M.B.A. degree from Cornell University's Johnson School of Business.

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Bob Goldman
Bob Goldman is a Vice President at Charles River Associates, where his practice concentrates on IP valuation and strategic issues.

Mr. Goldman assists clients in developing and implementing strategies for managing and realizing value from their IP portfolios. He has consulted on numerous engagements involving the valuation of IP for licensing and sale transactions, mergers and acquisitions, corporate spin-outs, corporate restructuring, and other purposes. Mr. Goldman is experienced in performing IP analytics research to assist clients in making informed IP-related decisions in variety of contexts including M&A due diligence, transaction target identification and prioritization, and risk assessment. His litigation experience includes the determination of reasonable royalties and lost profits in patent infringement matters, valuation/damages in technology license disputes, and damages in trade secret misappropriation matters. Among his other roles, Mr. Goldman is an adjunct professor at Northwestern Law School teaching IP Valuation in the Master of Science in Law program.

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Paul V. Greco
Paul V. Greco is a Senior Vice President in ICAP Patent Brokerage's New York office, and heads up the high tech brokerage group for both the private and public brokerage platforms. Mr. Greco has been a practicing attorney for 19 years, focusing on corporate finance, M&A, securities and intellectual property matters for businesses in the on-line, software development and consumer products industries. In 2004 he founded and partnered in Sierchio Greco & Greco, LLP, a boutique securities law and venture capital practice. From 2001 through 2004 he was a principal in the law firm of Garvey Schubert Barer, a multi-jurisdictional, full-service firm. Prior to this he co-founded and was a principal partner in Aieta & Greco, a securities, IP and venture capital boutique located in the hub of New York's Silicon Alley. Since 1999, Mr. Greco has been Director of AGB2 Inc., a privately held intellectual property development and holding company. He is also listed as an inventor on four issued U.S. patents. Mr. Greco graduated cum laude with a B.A. in English from Boston College and received a J.D. from Fordham University School of Law. He is admitted to the New York, SDNY and EDNY bars.

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Mike Gross
Mike GrossMike Gross is a Senior Licensing Manager at Kimberly-Clark Corporation. Kimberly-Clark and its well-known global brands, such as Kleenex, Scott, Huggies, Pull-Ups, Kotex and Depend, are an indispensable part of life for people in more than 175 countries. In his position in Global Licensing in the Corporate Research & Engineering organization, Mike is responsible for monetizing K-C patents and know-how. Mike knows Kimberly-Clark's patent and technology portfolio well after working at K-C for over 27 years in Design Engineering, Manufacturing Engineering, Project Engineering, B2B Marketing and Product Management roles. He has extensive experience in nonwoven fabrics engineering and marketing. He has managed business teams with product development, marketing, sales and P&L responsibility. Mike also has experience in new business development, including launching a consumer product. He has three granted U.S. Patents. Mike hold s a Bachelor of Mechanical Engineering degree from Georgia Tech and an MBA degree from Georgia State University.

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Christi Guerrini
Christi GuerriniChristi Guerrini is an instructor at Baylor College of Medicine's Center for Medical Ethics and Health Policy and an affiliated researcher at the University of Houston Law Center's Institute for Intellectual Property & Information Law. Her research interests include patent quality, patentable subject matter, and prosecution activities. Prior to joining BCM, she served as the IP fellow at Chicago-Kent College of Law and taught patent law at Brooklyn Law School. Christi also practiced in the Chicago headquarters of Kirkland & Ellis LLP, where she litigated patent, trademark, contract, and class action disputes across a spectrum of industries. Ms. Guerrini received her J.D. from Harvard Law School and her B.A. (with Highest Honors) from the University of Virginia, where she studied bioethics. Ms. Guerrini is currently an MPH student at the University of Texas School of Public Health. Ms. Guerrini is admitted to practice in Texas and Illinois and before the U.S. Patent and Trademark Office.

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David Haas
David HaasDavid Haas is a Managing Director in SRR’s Dispute Advisory and Forensic Services Group and is the Leader of SRR’s Chicago Intellectual Property Practice.  Mr. Haas specializes in intellectual property damages and valuation issues.  He has over 25 years of experience in managing commercial litigation and valuation assignments involving damages computation, business valuation, and technology commercialization.  Mr. Haas has experience across a broad spectrum of industries including medical products and life sciences, telecommunications, chemicals, industrial equipment, transportation, computer software and hardware, and consumer products.  He has testified many times in Federal District Court and in arbitrations.  Mr. Haas is a Certified Licensing Professional.  He holds engineering degrees from the University of Wisconsin-Madison and the University of Illinois and an MBA from Northwestern University.

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Diane Hart
Diane HartDiane Hart is the Manager, Sponsored Research Office (SRO) for Argonne National Laboratory in the Technology Development and Commercialization Division (TDC).  She has nearly 25 years of experience in the National Laboratory complex including both the National Nuclear Security Administration (NNSA) and the Office of Science. Over her career, she has worked in financial planning, grants management, project management, and technology transfer including contracts administration focused on cooperative R&D agreements (CRADA), Strategic Partnership Projects (SPP/WFO), etc.  The SRO is the interface between the Argonne Technical Divisions, Mission Support functions and the Department of Energy (DoE).  The SRO forges productive R&D relationships and collaborations with private industry, universities, state and local government, other federal agencies (than the DoE) and foreign entities that require the unique research skills, capabilities and facilities available at Argonne to solve some of the most complex problems facing the world today.  The SRO also serves as the gateway for private industry to engage with the Laboratory for organizations that want to develop or license advanced technologies, manufacturing processes, and software platforms that can give them a competitive advantage in the global marketplace.

Diane earned an MBA in Financial Management from Holy Names University and a dual BS in Business Communication / BA in Business Administration from Holy Names College in Oakland, CA.

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Peter Harter
Peter HarterPeter bridges the ecosystems of technology and politics. He provides advice to management, boards and investors on the risks of legislation, regulation, court cases, reputation, media, standards, treaties, political campaigns, property and labor. Subject areas of expertise include patents, copyrights, encryption, cybersecurity, 3D printing, export controls, privacy, voting, broadband, antitrust, nuclear energy, Internet governance, blind access, low gravity research, open source, and rare disease research reform. Peter's career began in 1993 as an Internet lawyer. He broadened in Silicon Valley as head of global government affairs for Netscape and EMusic.com and in business development and sales for Securify and startups. He deepened in Washington, DC, lobbying on patent reform for Intellectual Ventures. Peter is a graduate of Lehigh University and Villanova Law School. He resides in Sonoma County, CA, where his wife is a wine maker.

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Bowman Heiden
Bowman HeidenMr. Heiden is currently the Deputy Director of Center for Intellectual Property, which is a joint development center for knowledge-based business development between University of Gothenburg and Chalmers University of Technology. Previously he was Innovation Director for the Qatar Science & Technology Park, where he was responsible for driving innovation strategy and intellectual property policy. As deputy director of CIP Mr. Heiden currently manages the internationalization of the CIP platform and strategic partnerships, including the newly launched Intellectual Property Institute of Norway (IPiN), which was co-founded by CIP. In this role Mr. Heiden has co-developed the Intellectual Capital Management Master program (ICM), which is a graduate education in knowledge-based business development and management for business, engineering, and law students. Mr. Heiden is also co-founder of the Gothenburg International Bioscience Business School (GIBBS), a graduate education that develops real bioscience ventures in an imbedded pre-incubator, and CIP Professional Services, which translates CIP research into IP and business development tools and services to both established firms and technology start-ups. Mr. Heiden has also developed CIP FORUM, which has grown to one of the leading knowledge-based business events worldwide. Current interests include the development of next generation university innovation systems and IP-based open platforms in the telecommunication sector.

Mr. Heiden holds degrees in engineering and technology management and his PhD work is in the field intellectual property and open innovation in knowledge-based sectors with a particular focus on ICT standards and policy. Mr. Heiden currently resides in Göteborg Sweden with his wife and two children. Before turning his focus to the field of knowledge-based business, Bo played professional basketball in a number of European countries.

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Bob Held
Bob HeldBob has been active in LES (USA & Canada) since 1998 having served in the following roles: Subcommittee Chair of the Aerospace and Transportation Subcommittee of the High Tech Sector (HTS) 2006-2007; Co-Chair and co-author of the first HTS Royalty Rate and Deal Terms Survey 2010-2011; Secretary of the HTS 2011-2012; Vice-Chair of HTS 2012-2013; incoming Chair of HTS 2013-2014; Workshop Chair for the HTS Winter Meeting 2012 in Anaheim; and Program Chair for the 2012 LES Annual Meeting. In addition Bob has organized and presented workshops and mini-plenary sessions on a variety of IP topics. Bob works for TeleCommunication Systems, Inc. (TCS) in Annapolis, Maryland as the Vice President, Intellectual Asset Management, responsible for the strategic management and monetization of TCS's IP portfolio. In this role Bob has the overall business responsibility for all IP activities including capture, management, monetization, and profit & loss. Immediately prior to joining TCS, Bob worked for Northrop Grumman Corporation, Electronic Systems Sector from 2003-2011 as the Director of the Intellectual Property & Strategic Technology Agreements business unit; and from 1998-2003 he worked at the IP firm British Technology Group (BTG) International. Bob received his BS in electrical engineering from Villanova University and his MBA from Drexel University's LeBow College of Business. He also holds the LES CLP certification.

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Catherine Hennings
Catherine Hennings is the Director of Commercialization & Corporate Partnerships for PATH's Vaccine Development Global Program. In this role, she is responsible for development and implementation of intellectual property and commercialization strategies for vaccine development projects with PATH's partners. Ms. Hennings has over 20 years of experience working at the interface of research and commercialization within the life sciences industry. Her experience spans both the not-for-profit and for-profit sectors and includes licensing and business development, structuring and negotiating research and development partnerships, and clinical development program strategy and implementation. Ms. Hennings directed the technology transfer program at the Fred Hutchinson Cancer Research Center for 10 years. Immediately prior to PATH, she was a Vice President of Business Development for a global contract research organization. Ms. Hennings has a Master of Science from Duke University and a Master of Business Administration from the University of Washington.

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Orin Herskowitz
Orin HerskowitzOrin Herskowitz is the VP of Intellectual Property and Tech Transfer for Columbia University, as well as Executive Director of Columbia Technology Ventures (CTV). He also is an Adjunct Professor at Columbia's Business and Engineering Schools. He has served on boards or served as the Principle Investigator for a number of innovation and entrepreneurship-focused initiatives, including the NYC Media Lab, the PowerBridgeNY clean energy proof-of-concept center, the Columbia Coulter Translational Partnership, the NYC ACRE technology incubator, and Harlem Biospace; has been a peer reviewer for innovation and entrepreneurship awards for the National Science Foundation and the Association of Public and Land-grant Universities; and is a frequent speaker at technology-focused events in NYC and across the country. Orin received his BA from Yale and his MBA from the Wharton School of Business. Prior to joining Columbia, Orin spent 7 years at the Boston Consulting Group's New York office as a strategy consultant, and was previously an entrepreneur and a consultant to start-ups.

Columbia Technology Ventures is the tech transfer office of Columbia University. Our core objective is to facilitate the transfer of inventions from academic research to outside organizations for the benefit of society on a local, national and global basis. Each year, CTV manages more than 350 invention disclosures emerging from Columbia's research labs, leading to over 100 license deals and over 15 new start-ups. CTV currently has over 1200 patent assets available for licensing, across research fields such as bio, IT, cleantech, devices, nanotechnology, and material science.

Columbia Technology Ventures has a particular focus on start-up companies. Over the years, CTV has been involved with launching over 180 companies based on Columbia's technologies. Of these companies, over 40 have received VC funding, with over 25 successful acquisitions or IPOs to date.

For more information, please visit www.techventures.columbia.eduFor more information, please visit www.techventures.columbia.edu

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Johannes Heselberger
Johannes HeselbergerJohannes Heselberger's primary practice is patent infringement and validity litigation, including opposition and appeal proceedings before the German Patent and Trademark Office and the European Patent Office as well as national revocation proceedings before the German Federal Patent Court and the German Federal Supreme Court. His technical fields of expertise are medical devices, telecommunications and the automotive industry.

Johannes Heselberger has successfully conducted important patent infringement proceedings, often across national borders, for client companies of various sizes that are world leaders in their technology.

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Geoff Hoggard
Geoff Hoggard is a 20 year Microsoft veteran & has spent his entire career in the Intellectual Property and Licensing Group, first supporting development of Microsoft’s patent portfolio for consumer focused businesses, and, for the last 13 years, as part of the patent licensing team.  Geoff supports programmatic outbound licensing, patent acquisitions, divestitures & other IP-related deals. 

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Lilly Huang
Lilly HuangLilly Huang uses her keen understanding of entrepreneurship and her diverse global experience to help technology companies solve critical financial and strategic challenges as they expand internationally. In her current role as Senior Director at Silicon Valley Bank (SVB), Lilly focuses on both inbound and outbound cross-border business between Asia and the US. She has helped many companies looking to expand their presence in the global market. Some of her current clients include ZTE and Alibaba, among others. Prior to this position, Lilly was the Director of SVB's Global Gateway Division, which serves as a single point of contact to assist domestic and international clients with their global business expansion initiatives. Lilly spent four years in Shanghai, China, spearheading SVB's business development efforts in technology and venture capital industries under the Entrepreneurial Services Group. Before joining SVB, Lilly worked in Shanghai as the director of the China Desk for the City of San Francisco. In this role Lilly successfully helped more than a dozen Chinese companies set up U.S. subsidiaries in San Francisco.

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Melissa Hunter-Ensor
Melissa Hunter-Ensor Drawing on a strong scientific background that includes a post-doctoral fellowship with a Nobel laureate. Melissa Hunter-Ensor. Ph.D. is a patent attorney who designs and manages IP portfolios to complement the business objectives of her clients.

Melissa focuses her practice on the strategic development of patent portfolios in the fields of biochemistry. molecular and cell biology, immunology, biochemical and molecular diagnostics. pharmaceuticals. microbiology, molecular genetics, pharmacogenomics, recombinant technologies. enzyme replacement therapy, gene therapy, bioinformatics, drug discovery, medical devices and chemistry. Her clients range from start-ups to universities to global pharmaceutical companies.

Melissa also assists venture capital firms and other investors in assessing IP risks of target investments and conducts patent and licensing due diligence for life sciences transactions.

Melissa's education includes a B.A. in chemistry at Smith College, as well as a Ph.D. in neuroscience at the University of Pennsylvania. Her thesis research resulted in a first author paper in Cell. During her post-doctoral fellowship at the Massachusetts Institute of Technology laboratory of Nobel laureate H. Robert Horvitz, she was awarded a Jane Coffin Child fellowship.

Melissa is admitted to practice before the U.S. Supreme Court, the Federal Circuit of the U.S. Court of Appeals and the U.S. District Court in Massachusetts.

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Muhammed I. Hussain
Dr. Hussain is Managing Partner of IIPCS (International Intellectual Property Consulting Services) which is an Intellectual Property and Technology Licensing Consultancy organization, and has clients in North America, Europe, MENA, and Asia Pacific. Prior to launching IIPCS in 2009, he was with the IBM Corporation in the United States for the past 26 plus years with worldwide responsibility. As Corporate Vice President for Research and Technology for Business Development, Dr. Hussain led many of IBM's Research Technology and Joint Development Partnerships with various market leaders, government agencies in many countries, including Industry-Academia partnerships. Previously, as IBM Corporate Vice President for Intellectual Property & Licensing, he led the company’s worldwide IP licensing activity in hardware, software, and services. Dr. Hussain is the recipient of 14 United States Patents for fundamental Inventions, and has given numerous invited talks in the areas of Intellectual property licensing best practices.

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Daniel Huttenlocher
Daniel HuttenlocherDaniel Huttenlocher is the founding Dean and Vice Provost of Cornell Tech. As Dean, he has overall responsibility for the new campus, including the academic quality and direction of the campus' degree programs and research. Working with both internal and external stakeholders, he is developing approaches for working with companies, nonprofits, government agencies and early stage investors, as well as overseeing the faculty recruitment and entrepreneurial initiatives of the campus.

Huttenlocher has a mix of academic and industry background, having worked at the Xerox Palo Alto Research Center (PARC) and served as CTO of Intelligent Markets, as well as being a faculty member at Cornell for over two decades. He received his bachelor's degree from the University of Michigan and both his Master's and Doctorate degree from Massachusetts Institute of Technology (MIT). He currently serves as a Trustee of the John D. and Catherine T. MacArthur Foundation.

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Sridhar Iyengar, PhD
Sridhar IyengarSridhar Iyengar is a founder and director of Misfit, makers of highly wearable computing products, including the award-winning Shine, an elegant activity monitor. Sridhar also founded AgaMatrix, a blood glucose monitoring company that made the world’s first medical device connecting directly to the iPhone and shipped 15+ FDA-cleared medical products, 3B+ biosensors, 6M+ glucose meters, with partnerships with Apple, Sanofi, and Walgreens. Sridhar holds over 30 US and international patents and received his Ph.D. from Cambridge University as a Marshall Scholar. Recently, he launched a new venture, Elemental Machines, to bring IoT to the pharma industry.

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Elizabeth Kalodner
Elizabeth KalodnerLiz Kalodner is the Executive Vice President and General Manager for CBS Consumer Products. She is charged with building brand awareness and revenue for a portfolio that includes current TV series such as CSI, Scorpion and Penny Dreadful as well as an extensive classic library of more than 150 titles including The Twilight Zone and Cheers. Liz also manages the Star Trek franchise and is responsible for the company's ecommerce business.

Before coming to CBS, Kalodner was Executive Vice President and General Manager, Global Consumer Products for Sesame Workshop, handling the company's $1.2 billion global-retail business including theme parks, touring shows, video/audio, toys, gifts, apparel and home furnishings.

Prior to that she was Chairman and Chief Executive Officer of Socialnet, an Internet start-up and early entrant in the social networking space. Kalodner spent 10 years at the Walt Disney Company, where she worked in Film & Television Licensing, Walt Disney Records and New Business Development.

She holds an undergraduate degree from Harvard University and a M.B.A., Marketing and Finance, from Columbia University.

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Lou Kassa
Lou KassaChief Operating Officer for Pennsylvania Biotechnology Center, Baruch S. Blumberg Research Institute, and Hepatitis B Foundation. Current Keystone Innovation Zone Coordinator for Pennsylvania Biotechnology Center. Formerly the Chief Operating Officer of VisionQuest, a national behavioral health organization. Masters in Public Administration from Villanova University.


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Menachem Kaplan
A counsel in the Corporate Department and a member of the Intellectual Property Group, Mena’s practice focuses on intellectual property related matters, with an emphasis on licensing, joint ventures, emerging technologies and settlements. Mr. Kaplan also regularly advises on intellectual property matters relating to corporate transactions, including mergers and acquisitions, securitizations, financings and IPOs in a wide range of industries, including SaaS, equipment manufacturing, semi-conductors, consumer goods, mobile devices, outsourcing and telecommunications. In addition to working with multinational clients, Mena is also very active on the startup scene working with emerging tech and web focused companies on day to day intellectual property related matters. See more at: http://www.paulweiss.com/professionals/partners-and-counsel/menachem-kaplan.aspx#sthash.FS29QnxD.dpuf

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Christopher P. Keefe
Christopher P. Keefe Christopher P. Keefe is a Deputy Practice Group Leader for Nixon Peabody’s M&A and Corporate Transactions team and a member of the Private Equity Funds team. In addition, Chris leads Nixon Peabody's Big Data initiative, and is a member of the Life Sciences practice. He represents privately held companies and funds in financings, corporate counseling and mergers and acquisitions.


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Jamie Kemler
Jamie KemlerJamie Kemler is currently the VP, Intellectual Property Business Strategy for Stryker Corporation with responsibility for the development and execution of Stryker's enterprise-wide IP business strategy to include monetization activities and leadership of a cross-company network to manage relationships with technology transfer and licensing/venture offices at universities, hospitals, and government agencies. Prior to this role, Mr. Kemler was Group President, Regenerative Medicine, which focused on the clinical development of the recombinant human protein BMP. Earlier in his career at Stryker Mr. Kemler's Group President role included responsibility for the Spine, Trauma, and Development divisions, with multiple manufacturing and research operations in Europe and the U.S. Mr. Kemler had joined Stryker in 1995. Mr. Kemler began his career at Edwards Laboratories in Irvine, California (now Edwards Lifesciences) and in 1983 he joined Baxter International and held management positions in both the U.S. and Germany. In 1994 he joined Sabratek Corporation, a start-up medical device company, as COO. Jamie Kemler received a B.S.E. in Biomedical Engineering from Duke University in 1979 and an M.B.A. from Harvard Business School in 1983. In 2012 he became a registered Patent Agent and is a CLP.

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Nicki Kennedy
Nicki KennedyNicki Kennedy is a registered patent attorney who concentrates her practice on patent-related matters with a focus on client counseling, patent prosecution, domestic and international patent portfolio development and management, and post grant proceedings. Additionally, Ms. Kennedy's practice includes invalidity, patentability, non-infringement, and freedom-to operate opinions.

Prior to joining the firm, Ms. Kennedy worked as an associate in a boutique intellectual property law firm in Northern Virginia, where she also focused on patent law. Previously, Ms. Kennedy was a patent examiner at the U.S. Patent and Trademark Office where she examined patent applications in the organic chemistry field, including polymer, pharmaceutical, transdermal and cosmetic patent applications. She also gained technical experience working in a small pharmaceutical research lab.

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Jin Kim
Jin KimJin Kim is a Director of Business Development with the Innovation Business Development team at United Technologies. He works across all business units which include Sikorsky, UTC Aerospace Systems, Pratt & Whitney and Building & Industrial Systems. He is leading UTC’s patent and trademark monetization activities, but is also involved in large technology transfer and corporate venture-type opportunities in areas such as unmanned aerial vehicles, the Internet of Things and sustainable energy. He also advises UTC and its business units on strategic IP matters, IP negotiations and IP valuations.

He is currently a member of the IP Advisory Council for Ballard Power and the Advisory Board of Autoharvest.org.

Prior to joining UTC, he was a Principal at Coller Capital, a private equity firm, and a senior member of the investment team. There he conducted a number of large IP transactions, oversaw investments and managed the financial analysis of IP assets.

Previously, he held a manager position for Special Projects at IPValue Management, an IP monetization firm, responsible for strategic initiatives and large deals.

He started his career as a management consultant with The Boston Consulting Group where he specialized on the high tech and oil and gas sectors.

Jin earned a DPhil in physics from Oxford University and a Diploma in physics from the University of Cologne in Germany.

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Timothy Kinn
Tim has over 24 years of experience in the Petroleum Refining and Petrochemical industries; he holds a B.S. degree in Chemical Engineering from the University of California at Berkeley and an MBA degree from Rutgers University.  He has held a number of engineering, research and business positions within ExxonMobil Chemical before joining ExxonMobil Chemical’s technology licensing organization in 2004.  In that role, Tim was responsible for licensing ExxonMobil Chemical’s aromatics technology portfolio in the Middle East and Asia.  Tim joined ExxonMobil Upstream Research Company in 2008 as an intellectual property and licensing associate and is responsible for  assisting the company’s engineering division in development of research agreements and licensing of the company’s technology, both in and out.  Tim is the holder of a number of patents, is the recipient of the 2013 Thomas Alva Edison Patent Award and is a Certified Licensing Professional.

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Justin L. Krieger
Justin L. KriegerJustin Krieger is a registered patent attorney who focuses on client counseling, district court and patent office litigation, and patent prosecution. Mr. Krieger’s technical focus includes chemistry, chemical engineering, medical devices, metallurgy, nanotechnology, mechanical engineering, consumer products, business methods, and software technology. He has experience prosecuting domestic and international patent applications including reexamination and reissue applications. He also actively prepares non-infringement and validity opinions including comprehensive freedom-to-operate (FTO) analyses in the chemical, polymer, medical device, and mechanical arts from both due diligence and litigation perspectives. Mr. Krieger is also involved in various trademark matters, including trademark prosecution, oppositions and negotiating co-existence agreements.

Mr. Krieger has been actively involved in numerous patent litigation matters and has participated in all phases of discovery, trial, and appeals. He is also experienced in litigation before the US Patent & Trademark Office including Interference and Inter Partes Review proceedings, as well as Section 337 investigations before the US International Trade Commission (ITC).

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Jeff Kummer
Jeff KummerJeff has over 20 years of experience in the tax policy arena and is currently responsible for communicating emerging tax developments in the U.S. Congress, the Internal Revenue Service and Treasury Department, and the federal courts to the Firm and its clients. Jeff oversees the content development of Tax News & Views as well as thought leadership publications on issues such as the U.S. deficit and prospects for fundamental tax reform.

His Capitol Hill experience includes working on tax and budget issues for former U.S. Senator and Senate Finance Committee member Steve Symms, R-Idaho.

Jeff holds a BS in Political Science from the University of Idaho and an MBA from Johns Hopkins University.

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Brian LaCorte
Brian LaCorteBrian LaCorte focuses on patent litigation before federal district courts throughout the United States, and before the U.S. Court of Appeals for the Federal Circuit. A seasoned intellectual property litigator and trial lawyer, Mr. LaCorte has been lead counsel in patent-heavy jurisdictions such as the District of Delaware and the Eastern District of Texas. He also practices before administrative tribunals such as the U.S. International Trade Commission, the Patent Trial and Appeal Board, and the Trademark Trial and Appeal Board. Mr. LaCorte directs the distinguished patent litigation team in the firm’s Phoenix office and has been involved in several nationally prominent patent cases, including numerous post grant review cases. Mr. LaCorte emphasizes his litigation practice in software patent litigation, but his cases cover a wide variety of industries, including medical devices, medical informatics, biotechnology, mechanical, computer, and electronics, as well as e-commerce systems and consumer products.

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Keith Lerner
Keith LernerKeith Lerner is an accomplished Fortune-100 corporate executive and consultant who has worked for over 30 years at, and with, leading consumer packaged goods, consumer healthcare, pharmaceutical and biotech companies. He is currently Managing Director and Principal Consultant at JaMax Business Ventures Consulting LLC, a global business strategy, marketing, innovation and business development consultancy which he founded in 2010.

Keith’s most recent corporate assignments were at Novartis Consumer Health where he was SVP and Global Head of Business Development & Licensing (BD&L), SVP and Head of Direct-to-Consumer Marketing and a member of the Novartis Consumer Healthcare OTC Executive Leadership Team.  Keith had worldwide responsibility for securing rights to driving innovation, securing product technology and Rx to OTC switch rights, M&A and Divestitures and managing other strategic growth and innovation initiatives. 

Prior to joining Novartis, Keith was Sr. Director, Global BD&L and External Technology Search and Evaluation at Pfizer Consumer Healthcare (acquired by Johnson & Johnson in 2006).  Earlier at Pfizer and Warner Lambert (acquired by Pfizer in 2000) Keith was Global Business Director of the Cough Cold Category (Halls® franchise and line extensions) and Worldwide Director of New Products, during which time he found and secured rights to the technology platform that became Listerine® PocketPaks®. Keith also managed Rolaids® and Remegel®, and launched Ocean Spray® Fruits Waves™ and several new Certs® and Clorets® line extensions globally.

Keith began his marketing career at Johnson & Johnson's McNeil Consumer Products Company where he worked on Adult, Children’s & Infant’s Tylenol®, and was Product Director for the Tylenol Sinus, Cold and Allergy franchises.  He also led several new product development and Rx to OTC Switch initiatives and launched Sesame Street® Vitamins and Minerals.

Keith graduated from the University of Rhode Island with a Bachelor of Science Degree in Pharmacy and from Syracuse University with a Masters of Business Administration degree in Marketing.  Keith is the current Chair of the Consumer Products Sector for the US / Canada Licensing Executives Society, and a lecturer on licensing and innovation best practices for the organization.

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Louise Levien
Louise LevienLouise Levien has worked in a diverse set of assignments at Exxon and ExxonMobil in Upstream Research for over 30 years. She has performed research in Petrophysics, Geologic Modeling, and Visualization, supervised diverse research programs and held several assignments in Planning and Analysis. After working with IP from the business side of ExxonMobil for many years, Louise joined URC's Intellectual Property and Licensing group in 2007. She is responsible for IP processes, the Intellectual Property aspects of agreements and licensing transactions impacting ExxonMobil's Upstream business.

Dr. Levien has a ScB in Geological Sciences from Brown University and MS and PhD degrees in Geochemistry from Stony Brook University. She is a Certified Licensing Professional (CLP).

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Russell Levine
Russell LevineMr. Levine has been an LES Member since 1992 and active throughout as a volunteer on various committees, in leadership roles, and as a content provider at annual, seasonal and local chapter meetings. He currently serves as President- Elect, as an International Delegate, and as Chair of the LESI Long Range Planning Committee. He previously served as a Trustee on the Board of LES (USA & Canada), as Co-Chair of the Litigation Committee from 1994-1998, as Co-Chair of the Laws & Government Action Committee for several years, as a member of the 2005 Annual Meeting Committee (he prepared, organized and moderated the "Titans of the Judiciary" mini-plenary at that meeting), as Program Co-Chair for the 2009 Spring Meeting, and as Meeting Chair for the 2011 Spring Meeting. His "Top 10" workshop at the LES Annual Meeting consistently is standing room only; he has spoken at numerous LES local chapter meetings and LESI National Society meetings; and he has been an instructor in several LES educational courses. He is also a Certified Licensing Professional (CLP).

Mr. Levine is a Partner at Kirkland & Ellis LLP, where he has spent his entire 25+ year career. He focuses his trial, appellate and alternative dispute resolution practice on patent infringement matters and disputes involving technology transfer and patent license agreements. His practice includes structuring and negotiating both licensing-in and licensing-out transactions.

Mr. Levine holds a B.S. in interdisciplinary engineering and a B.S. in economics from the University of Michigan and his law degree from the University of Chicago. He is the ILO Client Choice 2012 Award Winner— Litigation, USA. He also is named in the IAM Patent 1000: The World's Leading Patent Practitioners, and the IAM Strategy 300: The World's Leading IP Strategists. He is co-editor of "International Licensing and Technology Transfer: Practice and the Law."

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Kevin Liao
Kevin LiaoKevin Liao is VP of Business Development and Technology Strategy at Huawei R&D USA. He has created technology strategy, vision and roadmap to spearhead Huawei into global market. Mr. Liao is responsible to create and strengthen strategic partnership within high-tech ecosystem including industry leaders, top universities, hot startups and VCs. He works closely with Huawei headquarter in China to make global M&A, strategic investment and patent acquisition decisions. Prior to Huawei, Mr. Liao was Director of software development at Oracle. He has devised development strategies for a multidimensional database management system with over $100MM annual license. Additionally, Mr. Liao has extensive experience creating and leading multi-shore development teams in China, India and Ukraine. Mr. Liao has an MBA from Columbia University. He also has a Master of Science in Computer Engineering from University of California, Santa Cruz.

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Daniel Lopresti
Daniel LoprestiDaniel Lopresti is professor and chair of computer science and engineering at Lehigh University. He also serves as director of Lehigh's recently announced Data X strategic initiative. His research examines fundamental algorithmic and systems-related questions in pattern recognition, bioinformatics, and computer security. Lopresti has authored or co-authored more than 150 publications in journals and refereed conference proceedings. He holds 24 U.S. Patents and has served as an expert witness in a number of cases involving software intellectual property. Lopresti earned a B.A. degree in math and engineering from Dartmouth College and both a master's degree and doctorate in computer science from Princeton University.

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Scott D. Marty
Scott D. Marty, Ph.D.Scott D. Marty, Ph.D. focuses on various aspects of biotechnology patent prosecution and patent litigation, including Post-Grant Proceedings under the AIA. He is the leader of the Patent Group's biotechnology practice team, and a member of the pharmaceutical practice team.

Dr. Marty has experience in all aspects of domestic and international patent prosecution, client counseling, prelitigation analysis, and litigation relating to the biotechnical, chemical, and pharmaceutical fields. He also has experience working with clients in reviewing, analyzing, and evaluating intellectual property-based issues as well as performing and providing detailed financial analysis to provide a well-rounded picture of opportunities for evaluating the overall portfolio.

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Christof Mathoi
Christof MathoiChristof Mathoi, Austrian, studied law and business law in Austria and Spain. He gained work experience in a Vienna - based law firm and in a private company's legal department before joining the European Patent Office in Munich, Germany, in 2011. He works as a lawyer in the EPO's department for International Legal Affairs where he is mainly responsible for PCT procedural law and related legal matters.


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John Matranga
John MatrangaJohn Matranga is the Director of Customer Innovation and Academia at OSIsoft. Responsible for the global program at OSIsoft, John enables academic institutions to leverage the OSIsoft PI System software and resources for education and research use. OSIsoft provides an open infrastructure to connect sensor-based data, operations and people to enable real-time intelligence. Our flagship product, the PI System, enables business to capture and leverage sensor-based data across the enterprise to improve efficiency, sustainability, quality and safety.

Investing in STEM education is our way of giving back for the great work universities have been doing for decades along with paying forward to students and to our customers.

For the past 30 years, John work has focused on sensor based data in areas now considered to be Cyber Physical Systems, Industrial Internet of Things and Big Data. John lives in the San Francisco bay area with his wife and three children.

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Damon Matteo
Damon MatteoDamon is CEO of Fulcrum Strategy, providing strategic guidance and tactical execution to realize maximum commercial advantage from innovation and intellectual property assets: from invention through monetization. His career spans over twenty years across all facets of the strategic creation, funding, management and commercialization of high-value innovations and IP assets – all in an international context. Focusing on creating impact, he successfully completed transactions representing organizations in the US, Europe, and Asia, ranging from Fortune 500® companies to start-ups – several valued at over US$100 million. Has been named one of the "Fifty Most Influential People in Intellectual Property" by both Intellectual Asset Magazine and Managing Intellectual Property Magazine. Board memberships: Chairman of the USPTO Board; Stanford University Hoover Institution; and Tsinghua IP Center. A recognized thought leader and author, he teaches at Stanford University and Tsinghua University (Beijing) and serves as an expert for Congress, Department Of Commerce and corporations world-wide.

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Cameron McCoy
Cameron McCoyCameron McCoy is the AVP for Economic Engagement at Lehigh University. He is responsible for developing and executing an integrated strategic plan for the Lehigh University's economic engagement functions, including Industry Relations, Foundation Engagement, Career Services, Federal Agency – Industry – Lehigh relations, Research Park Development assessment, and some elements of Technology Transfer and Economic Development.

Prior to joining Lehigh in June of 2014, he served as the Executive Director of the Corporate Engagement Office (CEO) at the University of Oklahoma (OU) where he was responsible for the award winning University Research Campus (URC); supporting, coordinating, and integrating Research Enterprise activities with industry; simplifying external access to OU resources to maximize the impact of OU capabilities; expanding the engagement pipeline (current and new relationships) via targeted solutions; and growing external relationships with Oklahoma economic development organizations. He was also responsible for all marketing and public relations activities related to University Economic Development efforts, which include the Corporate Engagement Office (CEO), Office of Technology Development (OTD), and the University's student focused Center for the Creation of Economic Wealth (CCEW).

Prior to that he developed his marketing skills as Regional Director of Business Development for Simon Property Group, and as a Senior Marketing Manager for TXU Energy in Dallas, TX. Mr. McCoy also served eleven years in the US Army as an Officer in Military Intelligence and Infantry.

Mr. McCoy holds undergraduate degrees from Washington State University in Architectural Studies, History, and Social Studies, with minors in Military Science and Leadership Studies. He is also a graduate of the University of Oklahoma, holding a Masters Degree in Leadership and he will complete his Ph.D. with focus on economics and educational administration in 2014.

He currently serves on the Boards of Directors for the Kiss Institute of Practical Robotics, the Association of University Research Parks (AURP), and the WSU Alumni Association. McCoy is also on the Boards of Advisors for Wave Omnimedia LLC, a cutting edge media company, the University-Industry Innovation Network (UIIN), and the Stephenson Cancer Center at the University of Oklahoma. He is active on numerous Higher Education and Economic Development Committees including the International Economic Development Council (IEDC), AURP, and Association of Public and Land Grant Universities (APLU) Commission on Innovation, Competitiveness, and Economic Prosperity (CICEP), and on the editorial board for UIIN. He has also served as the Associate Vice President for Strategic Communications for the Association of University Technology Managers (AUTM), on the Board of Directors of the Network of Academic Corporate Relations Officers(NACRO), and on the Boards of Advisors for the Greater Oklahoma City Chamber and the Association of Central Oklahoma Governments (ACOG). In 2012 he was recognized as one of Norman, Oklahoma's 15 under 40, in 2013 was recognized as one of the International Economic Development Council DCI 40 under forty in Economic Development internationally, and in 2014 was named to Oklahoma Magazine's 40 under 40 list.

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Rob McInnes
Rob is a Partner of DibbsBarker based in Australia, specialising in intellectual property transactions. He has over 25 years’ experience in the management, commercialisation and enforcement of intellectual property rights.

He assists clients in the negotiation and drafting of licensing and other IP agreements, and the establishment and financing of new technology ventures.

In addition to his career as a lawyer in private practice, Rob has a degree in chemistry and was the in-house Manager of IP and Technology Transfer with a multinational corporation.

Rob is listed by Intellectual Asset Management Magazine as Australia’s only 'highly recommended' patent and technology licensing lawyer. He is one of only a handful of Australian lawyers to have met the requirements for the Certified Licensing Professional qualification.

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Matthew C. McNeill
Matthew C. McNeillMatthew has overall responsibility for Innovation and Intellectual Property, including the licensing function, which has historically concentrated on in-licensing. He is also concentrated on business development through seeking and acquiring technology for the company. This can range from strategic supply agreements, to joint development, to IP licensing, to joint ventures to IP or corporate acquisition. He has also led business development efforts in emerging technology space in which "ultra-patentes" (beyond patent) strategies had to be employed to secure sustainable competitive advantage.

Matthew has an undergraduate degree in Physics (Texas A&M) and a law degree (Boston College)

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Joseph T. Miotke
Joseph T. MiotkeJoe is a patent litigator and licensed patent attorney with intellectual property experience in patent, trademark, copyright, and trade secret matters. As described in the IAM Patent 1000, “Joseph Miotke is the gold standard. His understanding of the subject matter is faultless. He is proactive and gives practical advice. Most importantly, he is sensitive to the resources and purse strings of the company. He is very popular. One client confides: ‘Joe is the best counsel we have ever worked with. He has a comprehensive knowledge of the market, and advocates strategic management and monetisation – something many firms have not yet grasped.’”

Prior to joining DeWitt, Joe founded Wisconsin’s first law firm, and among the first in the United States, focused upon Intellectual Property monetization as well as offering a full array of IP services. His uniquely diverse background, combining patent litigation, patent prosecution, intellectual property transactions, and intellectual property monetization, enables him to advise clients with a complete perspective of the IP landscape.

He has been part of patent litigation teams securing verdicts and settlements in excess of $150 million. He is also one of the only attorneys in Wisconsin, and among the few in the United States, who has negotiated IP monetization transactions. Likewise he has substantial experience preparing and prosecuting patent applications across a wide array of technologies and negotiating complex intellectual property transactions with many of the world’s largest technology innovators. Joe is a frequent author and speaker to international audiences regarding IP monetization, patent litigation and other IP related topics. He is recognized as a Wisconsin 'IP Star' by Managing Intellectual Property and included as a member of Intellectual Asset Management’s “Patent 1000,” which is a guide to the world’s leading patent attorneys.

Joe is currently President of the Wisconsin Intellectual Property Law Association and part of the leadership for the Wisconsin Chapter of the Licensing Executives Society. He graduated Magna Cum Laude from Marquette University Law School and earned his B.S. in Civil Engineering from Marquette University.

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Haresh Mirchandani
Haresh is Senior Director of Corporate Development within Janssen Business Development.  He is responsible for M&A transactions in Infectious Diseases & Vaccines and Neuroscience. He has also gained experience in the evaluation of distressed assets, and risk-sharing and funding arrangements through public-private partnerships.

Prior to this role, Haresh was Director, Strategic Business Analytics.  In this position, he led global forecasting that facilitated portfolio decisions, internal stage gate reviews as well as licensing and acquisition opportunities, for Neuroscience and Infectious Diseases.

Haresh joined the Johnson & Johnson Family of Companies in 2004.  He has a Ph.D. in Pharmaceutical Science from Rutgers University, and an MBA from Columbia University.

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Christopher P. Molineaux
Christopher P. MolineauxAs president & CEO of Pennsylvania Bio, Christopher Molineaux serves as the chief advocate and spokesman for the biotechnology, device, diagnostic, pharmaceutical and research organizations that call Pennsylvania home. Molineaux oversees the strategic direction for the association, assuring Pennsylvania Bio continues to be the catalyst that makes Pennsylvania the top location for life sciences companies.

Molineaux brings to Pennsylvania Bio more than 25 years of experience in the bio-pharmaceutical and health care industries, with front-line experience in developing and executing strategies to navigate a shifting economic and political environment.

Prior to joining Pennsylvania Bio in September 2009, Molineaux served as worldwide vice president of pharmaceutical communication and public affairs for Johnson & Johnson. He began his Johnson & Johnson career as vice president of corporate communications at Centocor in Malvern, PA, and was later promoted to vice president for communications of the company’s global Biotechnology, Immunology & Oncology (B.I.O.) business unit.

Molineaux previously served as vice president of public affairs at the Pharmaceutical Research and Manufacturers of America (PhRMA). Prior to his role at PhRMA, he was vice president, communications and marketing at the Blue Cross and Blue Shield Association, developing public awareness and education strategies related to commercial and government payer systems. Molineaux also worked as a public affairs executive for the federal Departments of Health and Human Services (HHS) and Agriculture, and on the White House staff of President George H. W. Bush.

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Craig Moss
Craig Moss, Chief Operating Officer of the Center for Responsible Enterprise and Trade (CREATe.org), is a leading expert on using management systems to improve compliance performance within companies and across supply chains. At CREATe, Mr. Moss is responsible for developing and delivering CREATe Leading Practices, a program designed to help companies and their supply chain companies reduce the risks associated with trade secret theft, counterfeiting, piracy and corruption. Mr. Moss is an Executive Advisor for Social Accountability International (SAI) where he designed and led numerous programs helping Fortune 500 companies implement improved supply chain sustainability practices. He has developed guides on implementing management systems to improve compliance for organizations including World Bank Group's International Finance Corporation and the United Nations. Previously, Mr. Moss founded Global Access Corporation, where he led more than 3,000 business development projects in 50 countries.

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Christopher P. Murphy
Christopher P. MurphyChris Murphy's practice focuses on tax controversy and litigation. He represents multinational corporations and financial institutions through the full range of federal income tax controversy proceedings, including audit, administrative appeals and judicial proceedings. His substantive experience includes a wide range of complex tax issues, including economic substance and business purpose, foreign tax credits, debt/equity, transfer pricing and a variety of partnership issues.
Mr. Murphy has represented various pro bono clients in tax and non-tax matters, including securing disability benefits for a pro bono client in a Social Security appeal.

His representative cases while at Skadden include the following:

  • Eaton v. Commissioner, (transfer pricing; case pending in Tax Court); and
  • Mylan v. Commissioner,(sale versus license case; pending in Tax Court).

His representative cases prior to joining Skadden include the following:

  • Amazon.com Inc. v. Commissioner, (transfer pricing; case pending in Tax Court);
  • Santander Holdings USA, Inc. v. United States, (taxpayer prevailed on partial summary judgment on economic substance issue in case involving foreign tax credits);
  • Salem Financial, Inc. v. United States (BB&T), (foreign tax credits, economic substance challenge);
  • Chemtech v. United States, (partnership economic substance, debt/equity);
  • United States v. G-I Holdings Inc., (partnership, economic substance, debt/equity, disguised sale, statute of limitations); and
  • TIFD III-E INC. v. United States, (partnership economic substance, debt/equity).

Publications
"Obtaining Information From the Government in Discovery and Disclosure-Related Damages Actions Against the Government," BNA Tax Portfolio, 2012
"Shifting Sands Under Preparers' Feet: Waiting for the Last Word on Tax Return Preparer Penalties," Taxes – The Tax Magazine, July 2009
"2007 Amendments to Internal Revenue Code Section 6694 Raise New Issues and Concerns for Taxpayers and Return Preparers," BNA Daily Tax Report, 626 T.M., October 2007

Education
J.D., American University Washington College of Law, 2006
M.A., American University, 2009
B.A., Boston College, 2001

Bar Admissions
New York
District of Columbia
U.S. District Court for the District of Columbia
U.S. Courts of Appeal for the Federal and District of Columbia Circuits
U.S. Court of Federal Claims
U.S. Tax Court

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Vickie Nauman
Vickie NaumanVickie Nauman specializes in the intersection of technology and music, and international business development. She founded the boutique consulting and advisory firm CrossBorderWorks in 2004 and is currently working full time advising and bringing expertise to a mix of forward-thinking companies. A digital music pioneer, Nauman worked on licensing and product for one of the first legal digital services MusicNet (RealNetworks JV) in 2001, led strategic partnerships for connected device manufacturer Sonos (leading wireless music system), started and ran the US business for global music platform 7digital, and did digital business in Europe and China as a consultant. In addition, she built one of the first DMCA-compliant services at taste-making station KEXP in Seattle and worked in traditional radio.

Nauman has an MBA through the London School of Economics, NYU-Stern, and HEC-Paris, in the executive program TRIUM and serves on the board of the Future of Music Coalition.

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Deborah Newman
Deborah NewmanDeborah Newman founded MusicStrat in 2008 to combine her 30+ years of experience in the music, television, home video and online/digital businesses with her interest in copyright law and digital music. Newman spent 20 years at CBS Records/Sony Music, where she spearheaded the company’s activities in television and home video. In the 90s, she was a pioneer in e-commerce and digital distribution of music as head of marketing for several online music companies — N2K’s online retailer Music Boulevard, and digital subscription services FullAudio and Pressplay.

Today, Newman advises entertainment and technology companies on music content acquisition & licensing, digital distribution, strategic marketing and partner relations. From 2002-2005 Ms. Newman attended New York Law School, focusing her studies on intellectual property, First Amendment and media/entertainment law. She is a member of the New York State Bar, the American Bar Association, the Copyright Society of the USA, and the International Association of Entertainment Lawyers (IAEL).

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Ada Nielsen
Ada NielsenAda C. Nielsen, CLP, is the Chief Executive Officer of Foodexus, LLC, a company based on a new refrigeration system. Ada Nielsen is a commercialization, sales, marketing, competitive intelligence and intellectual asset strategy expert.

She is known for her proficiency in identifying commercial value in inventions and making money from inventions whether by licensing, monetizing or by developing market demand for new products.

After graduate work in theoretical physical chemistry, she became a dean of students and instructor in chemistry at Colby-Sawyer College in New London, NH. After a move to Chicago, she earned an MBA from Chicago Booth School of Business and began an industrial career in chemicals, polymers, environmental technology and energy. Her specialty is in closing deals.

She recently spent fifteen years at Amoco Chemicals & BP Upstream monetizing non-strategic technology in Chemicals and then creating and implementing an invention management/commercialization system for Exploration & Production.

Her affiliations and honors include:

Distinguished Fellow of

  • Licensing Executives Society International (for Chemicals, Energy, Environment & Materials) Inaugural group

Awards:

  • Commercial Development & Marketing Association Award
  • Named as one of the Top 300 International Intellectual Asset Strategists in 2013 and 2014 (IAM Magazine)

Advisory Boards

  • Illinois Institute of Natural Resource Sustainability Advisory Board
  • Illinois Natural Resources and Conservation Board (Statutory position, appointment by the Governor)

Non-Profit Leadership Roles
Current:

  • Chair, LES Wisconsin Chapter, 2014
  • Co-Chair, IP100, an invitation-only event held 1st Q each year for senior licensing executives (founded in 2010 by Ada Nielsen when president of LES)

Former roles:

  • President, Licensing Executives Society (USA and Canada), 2010
  • Education Chair, LES Wisconsin, 2013
  • Chair, Education, LES International
  • Chair, Chemicals, Energy, Environment & Materials, LES International
  • Intellectual Property Owners, Chair, Valuation and Taxation Committee
  • Lake Forest (IL) Ad Hoc Environmental Board
  • Secretary, Division of Small Chemical Businesses, American Chemical Society
  • President, Commercial Development & Marketing Association

Member

  • American Society of Mechanical Engineers
  • Association of University Technology Managers
  • Product Development & Marketing Association
  • Society of Petroleum Engineers

She earned an A.B. in Chemistry from Wellesley College, Wellesley, MA, and studied theoretical physical chemistry at Tulane University (NSF Fellowship) in New Orleans and at Dartmouth College, Hanover, NH. She also earned an MBA from Chicago Booth School of Business with a concentration in finance and marketing, and is a Certified Licensing Professional.

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Brian P. O'Shaughnessy, Shareholder, RatnerPrestia
Brian P. O'ShaughnessyBrian P. O'Shaughnessy is a shareholder in the intellectual property law firm of RatnerPrestia, Washington, DC. He is a registered patent attorney with over 25 years' experience in all aspects of intellectual property law. He works with innovators in establishing global IP portfolios, and in structuring IP-related transactions. He represents clients in federal courts, the International Trade Commission, and in diverse proceedings before the US Patent and Trademark Office.

In addition to his day job, Brian is Regional Vice President, USA, of the Licensing Executives Society (USA & Canada), Inc., and has served on the LES Board of Trustees since 2007. As Regional Vice President, he is responsible for articulating the Society's position on legislation, administrative policy, and trends in IP law in the U.S. He is an author, editor, and longstanding faculty member of the LES Professional Development Series.

Brian earned a law degree from the Syracuse University College of Law, Syracuse, N.Y. Prior to that, he earned BS and MS degrees from the Department of Chemistry, Rochester Institute of Technology, Rochester, N.Y. He now serves on the RIT Board of Trustees as a member of its Executive Committee and Chair of its Student Life Committee.

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Bruce A. Orr, CPA (Texas), CFE
Bruce A. OrrDirector, Business Advisory Services
Bruce is driven to discover what is hidden and brings a unique, outside of the box style of analytical, and process skills to deliver substantial value to his clients. Bruce has over 19 years’ experience in contract compliance, licensing management, process and internal controls reviews, SOX, fraud risk assessments, FCPA compliance, forensic accounting and fraud investigations, and process improvement related projects. 

His clients appreciate his outstanding track record in identifying and resolving various licensing compliance related issues. Bruce has a strong track record in identifying and evaluating various contract and licensing issues, distributor, outsourcing, procurement, fraud assessments, cost reduction and recovery, and various accounting related issues for his clients.  He applies a unique combination of compliance expertise, forensic and investigative skills, process and controls review, data analysis and accounting system analysis skills in order to identify substantive issues to bring value to his clients. 

Work Experience
Prior to joining Grant Thornton in June 2014, Bruce was a director at PricewaterhouseCoopers where he had worked for over 14 years.  Before joining PricewaterhouseCoopers, Bruce worked for Halliburton Energy Services.

Professional qualifications
Bruce is a Certified Public Accountant and a member of the AICPA.  He also is a Certified Fraud Examiner.

Education
Bachelor of Arts, Accounting – Southwestern University

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Josue Ortiz
Josue OrtizJosue Ortiz is a Managing Consultant with ClearViewIP Ltd, where he is part of the management team. He advises clients internationally, ranging from start-ups to Fortune 100 and FTSE 100 companies. Josue advises on all the commercial aspects of IP strategy, including risk management, innovation capture and collaboration, portfolio alignment, IP value creation and extraction. He also advises on the full range of IP transactions. Josue has over 15 years of experience running intellectual property initiatives across the USA, Canada and Europe. Prior to ClearViewIP, Josue was Founder and Managing Director of Transtellum, an IP Business Consultancy firm for six years. Before founding Transtellum, Josue spent seven years with BTG International, US and UK. Josue holds a B.Sc. degree in Telecommunications Engineering from the National Autonomous University of Mexico, an M.S.E in Telecommunications and Networking from the University of Pennsylvania and an M.B.A from IPADE Business School in Mexico City.

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Pat Patnode
Pat PatnodePat Patnode manages the GE Ventures legal team that is responsible for all legal and compliance needs for the various Ventures business units. The legal team's practice areas span numerous industries and subject areas including securities, intellectual property, complex commercial and licensing transactions and litigation. Pat joined GE Ventures from GE Licensing where he served as General Counsel, overseeing licensing activities and IP Litigation matters. Pat received his Juris Doctorate from Albany Law School and his Bachelors in Mechanical Engineering from Clarkson University. Pat and his wife Cyndi with their children Taylor, Drew and Lauren (and their boxer Lucy) currently reside in Saratoga Springs, New York.

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John Paul
John PaulJohn Paul has more than 30 years of experience in intellectual property licensing, litigation, and prosecution. He currently focuses on strategic planning, complex transactions, due diligence investigations, and licensing and enforcement of IP portfolios to generate revenue. He leads the firm’s IP management and transaction section.

Mr. Paul has analyzed numerous patent portfolios for a wide range of companies and industries, including multimedia electronics, aerospace, medical devices, and consumer products. He has developed strategies and created databases to help companies understand and effectively communicate the legal and commercial significance of IP portfolios, develop more robust portfolios aligned with their business objectives, and generate revenue by monetizing those portfolios. He has set up and directed licensing and enforcement programs that generated significant royalty revenue for leading technology companies; set up and conducted multiple-round private auctions to sell patent portfolios; led negotiations related to IP issues in business divestitures and other complex transactions; and conducted IP due diligence and negotiations for strategic acquisitions of patent portfolios.

Mr. Paul serves as a board member and vice president of the Licensing Executives Society International and has served as counsel to the board, trustee, and vice president of the Licensing Executives Society U.S.A. and Canada. He frequently lectures on patent law, licensing, and IP management, and writes weekly articles for LES Insights on recent U.S. cases affecting licensing and other transactions.

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Bob Payne
Bob PayneBob Payne is the founder and president of IP Licensing Advisors, LLC. He founded the company in 2004. The company provides a range of intellectual asset advisory services in the oil and gas and chemical industries. Bob also provides expert legal consultation and expert witness services. The company has provided services to integrated oil and gas and global chemical, engineering and consulting companies and law firms.

Bob's work history includes 30 years working in petrochemicals and 20 years in licensing petrochemicals and catalysts worldwide. He was formerly the director of licensing for Oxy Vinyls, LP. At Oxy Vinyls, LP Bob was responsible for the worldwide licensing of its monomer and polymer process technologies and management of its clean-reactor coatings and monomer catalysts businesses.

Bob is the co-chair of the chemicals, energy, environmental and materials (CEEM) sector committee of LES (USA and Canada, Inc.) and also served as chair of the CEEM committee in 2009/10 and 2005/06 and was the LES Houston chapter education chair from 2009 through 2011. He holds a B.S. in chemical engineering from the University of Kentucky and is a Certified Licensing Professional having satisfied the requirements of the CLP qualifications.

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Antony Pfeffer
Antony PfefferA. Antony Pfeffer has extensive experience representing plaintiffs and defendants in intellectual property litigation matters involving patent infringement and trade secret misappropriation, in state and federal courts as well as before the U.S. International Trade Commission (ITC). He is also experienced in conducting patent office proceedings including inter partes reviews (IPR), reexaminations, and interferences. Mr. Pfeffer’s clients have included Toyota, GE Healthcare, Barnes & Noble, Teva, and Imclone Systems, among others.

An engineer by training, Mr. Pfeffer is adept at applying his scientific knowledge to develop litigation strategies for clients in a range of industries. He has litigated cases involving diverse technologies including medical imaging, diagnostics (both clinical and consumer use), expression of recombinant proteins, small-molecule pharmaceuticals, nutritional supplements, automotive, electronic devices, and computer software.

In addition to helping clients resolve disputes, Mr. Pfeffer handles transactional and licensing work that helps to facilitate his clients’ strategic growth. This includes drafting, negotiating, and counseling clients on commercial collaborations, joint research arrangements, and a diverse range of other transactions. In addition, he participates in patent prosecution, review, opinion, and clearance work in various technology areas. He is also a contributor to Kenyon’s IPR Blog, www.interpartesreviewblog.com, a blog dedicated to the latest developments in IPR proceedings and informs readers about key happenings related to the America Invents Act (AIA).

Mr. Pfeffer is a member of the firm’s diversity committee.

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Courtney Quish
Courtney QuishCourtney Quish is Vice President, Patent Strategy (M&A) at Rovi Corporation. In this role, she is responsible for Rovi's patent acquisition and divestment programs. The M&A team identifies strategic opportunities and markets for monetization, locates assets within those markets, manages the portfolio diligence, values assets and executes transactions. Prior to joining Rovi, Courtney was a member of Mintz Levin Cohn Ferris Glovsky and Popeo PC where her practice focused primarily on patent litigation and monetization. In that role, she counseled operating businesses, patent owners, and private equity firms on strategies for protecting and leveraging business interests and IP assets.

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Matthew Rappaport
Matthew RappaportMatthew Rappaport founded IP Checkups (IPC) in 2004 to help companies to align their patent strategy with their business objectives. IPC assists companies to extract maximum value from patent analytics, increase organizational knowledge and efficiency, and strengthen return on technology investment.

Mr. Rappaport specializes in competitive patent landscape analysis, patent search, analytics, patent valuations, IP Strategy, and IP monetization. He provides from large and small companies, and investors in a wide variety of technology areas with strategic and actionable recommendations.

Mr. Rappaport has been a speaker at several conferences dealing with patent analytics, patent strategy, licensing, non-practicing entities and the importance of patents to investors. He serves as the industry liaison to the Fung Institute for Engineering Leadership at the University of California, Berkeley. He also sits on the executive advisory council of the Early X Foundation. Matthew has been recognized by his peers and listed in the IAM Strategy 300 – The World’s Leading IP Strategists since 2010.

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Sam Rasty
Sam Rasty is Vice President and Head of New Products at the Rare Diseases Business Unit of Shire Pharmaceuticals.  His mandate is to identify and develop strategy in new areas of growth in orphan diseases for Shire while partnering with key stakeholders across the organization to license or acquire innovative, breakthrough external rare disease assets and grow the Shire pipeline.  His team leads therapeutic area strategy development in existing and new orphan disease areas, informs R&D with actionable commercial insights across all phases of product development and commercialization, and drives the commercial assessment, positioning and pre-launch planning of organic pipeline and in-licensed/acquired assets.

Sam brings with him over 20 years of scientific, clinical and commercial experience in the life sciences sector across multiple therapeutic areas and technology platforms, spanning from start-up biotech to global large pharma. His prior management consulting roles in healthcare strategy have also provided a unique blend of strategic, innovative, forward-thinking and leadership experiences across organizations of varying sizes, cultures and geographic regions.  Prior to joining Shire, Sam's responsibilities spanned across Corporate Development and Strategic Marketing at Endo Pharmaceuticals and in Global Commercial Strategy at GlaxoSmithKline.  His earlier career included business development and R&D responsibilities at small biotechs.  Sam holds a Ph.D. in Biochemistry from Louisiana State University, completed his postdoctoral training in Molecular Genetics/Gene Therapy at the University of Pittsburgh School of Medicine and received an MBA from Villanova University.

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Teresa "Terry" Stanek Rea
Terry ReaTeresa "Terry" Stanek Rea is a partner in the firm's Intellectual Property Group and a director with C&M International, Ltd. (CMI), the international trade and investment consulting firm affiliated with Crowell & Moring. Terry is the former acting and deputy director of the United States Patent and Trademark Office (USPTO), as well as acting and deputy under secretary of commerce for intellectual property. She brings a wealth of domestic and international experience and skills to her practice, both legal and political. Her practice concentrates on working with clients in several key areas, including IP policies and strategies, patent enforcement and post-grant administrative proceedings, trade secrets policy and enforcement, and digital/Internet related copyright issues. Managing Intellectual Property recognized Terry as one of the 50 most influential people in intellectual property. Additionally, Terry has been named among the National Law Journal's 2014 "Intellectual Property Trailblazers & Pioneers," Law360's "2014 Most Influential Women in IP," and the Washington Business Journal's "Legal Champions." While at the USPTO, Terry led the agency through the implementation of the America Invents Act (AIA). She was actively involved in writing the regulations implementing the new inter partes review, covered business method review, and post-grant review proceedings created by the AIA, and she negotiated numerous IP issues with foreign officials. Terry was the senior official responsible for the administration's formulation and implementation of U.S. intellectual property policies, including patent, trademark, copyright, and trade secret issues.

Terry focuses her practice on U.S. and international IP policy issues and disputes, complex patent litigation and inter partes administrative proceedings, trade secrets protection and enforcement, IP infringement and validity opinions, IP licensing, counseling, and patent portfolio development, management, and monetization. She works with clients in many industries including life sciences, pharmaceuticals, biotechnology, chemicals, medical devices, publishing, healthcare, and others. Terry advises clients on privacy, piracy, trademarks, issues related to generic top-level domains (gTLDs), and trade secrets matters.

In her role with CMI, Terry advises clients on copyright reform, trade secrets rulemaking, and on the important IP and dispute resolution chapters of trade agreements.

Terry is the former president of the American Intellectual Property Law Association (AIPLA) and the National Inventors Hall of Fame. Prior to establishing her private legal practice, Terry was a patent attorney for a multinational chemical company. She is also a licensed pharmacist. She obtained her J.D. from Wayne State University, and her B.S. from the University of Michigan.

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Michael Samardzija
Michael SamardzijaMichael Samardzija is a partner in Dentons' Intellectual Property and Technology practice in the Houston office. Dr. Samardzija's practice focuses on assisting life sciences and clean technology companies secure, transfer, commercialize and protect the rights to their innovations. He has represented clients in patent infringement litigations and in various technology-based transactions, including licenses, agreements for technology development, transfer, acquisition, joint development, collaboration, product development, strategic alliance, and product distribution.

Michael began his legal career in 2001 at Skjerven Morril MacPherson LLP as an associate.  Following the firm's closing after the wake of the attacks on September 11, 2001, Michael went on to become the Director of IP & Legal Affairs at NeurogesX, Inc. He was recruited to join M.D. Anderson Cancer Center in Houston, TX in 2006 as the Director of Intellectual Property. In 2008, he joined Bracewell & Giuliani LLP where he served as partner until joining Dentons.

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Ana Santos Rutschman
Ana Santos RutschmanAna Santos Rutschman is an Innovation Fellow and Co-Director of Global Healthcare Innovation Alliances (GHIA) at the Innovation and Technology Policy Lab at Duke University. Her work focuses on intellectual property, innovation policy and global health partnerships. She is also a lecturing fellow and a visiting professor of intellectual property law and policy in Europe.

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Reza Sarbakhsh
Reza SarbakhshReza Sarbakhsh is a Lead IP attorney with the IBM Patent Center. He lead an in-house team that focuses on IP protection for IBM's Watson, Watson Health, and a second team focusing on patent prosecution for IBM's other business units, including IBM Research. Reza also manages patent preparation and prosecution by outside counsel for IBM Watson patent applications. Prior to joining IBM in 2012, Reza practiced complex commercial litigation with a boutique firm in New York, where he was a member of a team that secured a judgment in excess of $130 mm for a semi-gorvenmental (French) plaintiff corporation in related international litigations, involving claims of breach of contract and fraudulent transfers of assets. Reza's work focused on motion practice and digital discovery.

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Larry Schroepfer, CLP
Larry is a seasoned legal professional and technology and intellectual property licensing executive. He has over thirty-five years’ total legal and business experience, and in the past twenty years he has devoted his practice to licensing and technology transactions. A Certified Licensing Professional, he has worked with companies in all technology sectors (including both the life sciences and physical sciences) and in all major and developing countries of the world. Larry is a creative problem-solver with a strong business orientation and the practical skillset to help his clients achieve their goals and get the deal done.

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Chris Schulte
Chris SchulteChris Schulte is a Director at 284 Partners, LLC, a professional services firm dedicated to advising clients and counsel on financial aspects of intellectual property, including valuation, litigation consulting, IP strategy, and IP transactions.

Mr. Schulte has been a consultant focused on financial issues pertaining to intellectual property since 2003. Mr. Schulte's practice concentrates on the valuation of IP and the determination of economic damages in IP litigation. Many of his past engagements have included the analysis of financial and accounting data in order to quantify lost profits, reasonable royalties, price erosion, unjust enrichment, or diminished business value. Mr. Schulte has also provided analytical, strategic, and corporate finance support to clients engaged in licensing negotiations and other transactions. Mr. Schulte is the Chair of the Valuation and Taxation Committee of LES, Co-Chair of the CLP Appeals, Ethics, and Discipline Committee, and Co-Chair of the Michigan Chapter of LES.

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Peter Selover
Peter SeloverMr. Selover is a principal at Oriole Animal Heath. Oriole is an animal health consulting and venture firm. On the consulting side, Oriole advises clients seeking to build animal health businesses (e.g. business plans, product strategies, and fundraising support) and provides transactional support (lead generation, transactional project management, negotiations and deal structuring). On the venture side, Oriole takes management responsibilities and holds equity positions in select animal health startups. Prior to joining Oriole in 2012, Mr. Selover was the Head of Global Business Development at Merial for 11 years. There he led a team that reviewed approximately 250 animal health opportunities per year and executed approximately 10-20 transactions per year. Mr. Selover holds a Bachelor's of Science degree in Electrical Engineering from Purdue University and a Masters of International Business degree from the University of South Carolina.

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Stu Seltzer
As CEO and founder of Seltzer Licensing Group, Stu is responsible for overseeing all business development ventures as well as maintaining meaningful and productive relationships with clients. He manages key deliverables and guides potential clients toward making the best decision for their brands moving forward.

A specialist in brand licensing, partnership marketing, and strategic alliances, Stu is an expert in analyzing, crafting, and securing partners for clients such as Unilever, Safeway and Starwood Hotels. His extensive first-hand knowledge of the industry and skills as a negotiator were developed while managing the licensing for Yves Saint Laurent of America and at DC Comic’s division of Warner Bros. He has helped many national companies and brands including Chef Boyardee, Evenflo and Kraft Foods reap the best possible return on their marketing investment.

Stu is currently in his 10th year as an adjunct professor at New York University, where he teaches a 3-credit course on brand Licensing. He has also served on the board of the Licensing Industry Merchandisers Association (LIMA) for 6 years. Early in his career Stu developed his analytical skills while working as a CPA at Arthur Andersen & Co. He is a graduate of Lehigh University and holds an MBA from Columbia Business School.

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Maulin Shah
Maulin ShahMaulin Shah is the managing attorney of Envision IP LLC, a law firm specializing in high-stakes prior art invalidity and clearance searching, patent portfolio valuation and transaction due diligence. Envision IP's clients include Global 500 patent holders, national and regional law firms and institutional investors and patent-focused fund managers.

Mr. Shah specializes in prior art and invalidity analysis, and his research and opinions are frequently relied on by parties seeking to invalidate patents for federal court, ITC, and inter partes review proceedings, as well as to determine their value. For example, Mr. Shah provided testimony regarding Kodak's patent portfolio value during the company's bankruptcy proceedings.

He received dual BSc degrees in electrical and biomedical engineering from Duke University and a JD from the University of Florida College of Law, where he graduated cum laude and served as an editor of the Technology Law and Policy Journal.

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Michael Sherman
Dr. Michael Sherman, MD, MBA, MS, serves as chief medical officer and senior vice president for Harvard Pilgrim Health Care, a health plan to more than 1.2 million members in New England.

Dr. Sherman also serves as chair of the Board of Managers of the Harvard Pilgrim Health Care Institute, which encompasses the Department of Population Medicine at Harvard Medical School.

Prior to joining Harvard Pilgrim, Dr. Sherman served as corporate medical director, physician strategies for Humana and prior to that several leadership positions with UnitedHealth Group.

Dr. Sherman holds a BA in Anthropology and Natural Sciences and an MS in Biomedical Anthropology from University of Pennsylvania. He received his MD from Yale and an MBA from Harvard Business School.

Dr. Sherman also serves on the Advisory Board of the Institute for Clinical and Economic Review (ICER) and formerly served on the board of directors of Massachusetts Health Quality Partners.

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Robin Sitver
Robin SitverRobin Sitver is Senior Director, Business Development and Deputy Head, Strategic Transactions at Johnson & Johnson Consumer Products Company. She is primarily responsible for M&A transactions including divestitures. She is also responsible for the trademark licensing program. Previously, she led licensing, acquisition, divestitures, strategic alliances and other business development transactions for the global Topical Health, Intimate Health and Personal Care businesses.

Robin has completed over fifty license, acquisition and divestiture transactions in her career. Since joining J&J in 2006 with the acquisition of Pfizer Consumer Healthcare, she has divested 44 brands in 20 transactions worth over $3 billion. Most recently she led the divestitures of Splenda to Heartland, KY to Reckitt- Benckiser, Benecol to Raisio, Stayfree, Carefree and ob in North America to Energizer, REACH manual toothbrush to Dr. Fresh, Caladryl, Cortaid, AMBI, Purpose, Cornhuskers and Shower to Shower to Valeant, Rolaids to Chattem and Monistat to Insight Pharmaceuticals. She started her career at Pfizer in 1979 in the Pharmaceuticals Division and held a variety of positions in finance, systems, marketing and international operations in the Pharmaceuticals and Animal Health Divisions before joining Pfizer Consumer Healthcare in 2001.

Robin is an active member of the Academy of Corporate Growth and the Licensing Executives Society (LES). She is a Certified Licensing Professional and has served LES in a number of leadership roles. She was past co-chair of the LES Consumer Products Sector.

Robin holds an MBA in Accounting and Decision Sciences from the Wharton School of the University of Pennsylvania and a BA in Computer Science from Brandeis University.

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Jim Sledzik
Jim SledzikJim Sledzik, senior partner and president of the U.S. office of Energy Ventures, has more than 25 years of experience in the worldwide oil and gas industry. Energy Ventures was established in 2002 and has $775 million under management in four funds that target technology-driven, high growth potential companies in the upstream oil & gas sector. There have been 39 direct investments in upstream oil and gas companies with 18 successful exits. Sledzik currently serves on the board of directors of four portfolio companies: Wireless Seismic, Ingrain, Oscomp and Hicor.

Prior to his current position with Energy Ventures, Sledzik served as the Global Marketing & New Technology Director and Vice President of Multiclient Services for WesternGeco and as a Global Account Director for Schlumberger. He holds an MBA in International Business, Joseph M. Katz Graduate School of Business, University of Pittsburgh and a B.Sc. in Geosciences, Pennsylvania State University.

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Gene Slowinski
Gene SlowinskiGene Slowinski is the Director of Strategic Alliance and Open Innovation Research at the Graduate School of Management, Rutgers University and Managing Partner of the Alliance Management Group, a consulting firm devoted to the formation and management of strategic alliances.  His clients include Unilever, John Deere, Hershey’s, P&G, GSK, Kraft, Battelle, Energizer, PepsiCo, Los Alamos National Laboratory, Sherwin Williams and many other firms.  Prior to forming the Alliance Management Group, he held management positions at AT&T Bell Laboratories, and Novartis Corporation.  In addition to a Ph.D. in Management, Gene holds an MBA, and a Masters Degree in the sciences.

For the last 25 years Dr. Slowinski has consulted and conducted research on the formation and management of strategic alliances, joint development agreements and marketing alliances.  An author and lecturer, Gene has presented his work to The Conference Board, The Licensing Executives Society, The Industrial Research Institute, and The American Electronics Association.  His articles on managing strategic alliances can be found in Business Horizons, Research*Technology Management, Mergers and Acquisitions, Economic Development Quarterly, Les Nouvelles, Cooperative Strategies in International Business, The Journal of Advanced Management, and Managing the High Technology Firm.  With Matt Sagal, he co-authored the book The Strongest Link.  His new book, Reinventing Corporate Growth is the leading book on growing the corporation through Open Innovation.

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Bryan Spielman
Bryan SpielmanBryan is responsible for driving Medidata's corporate strategy and global business development activities. These include building impactful relationships with clients, prospects, investors and other key industry influencers; as well as leading the company's efforts around strategic partnerships, joint ventures, investments and other related transactions.

Bryan joined the company in 2011 as executive vice president of strategy and corporate development. Prior to joining Medidata, he was a founding partner of the Technology Investment Banking Group at Centerview Partners. He’s also held leadership roles in investment banking at UBS Investment Bank and Bear Stearns.

Bryan holds an MBA from New York University Stern School of Business and a BA from the University of Pennsylvania. He is a member of the Partnership Fund for NYC's Healthcare Advisory Board and actively mentors technology start-ups.

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Paul Stewart
Paul A. StewartPaul A. Stewart, Certified Licensing Professional, is Managing Director of PASCO Ventures LLC, an independent advisory firm he founded after retiring from Eli Lilly and Company in 2012. He currently serves on the board of directors of The Patachou Foundation and is a distinguished lecturer for the Graduate Program of International Pharmaceutical Engineering Management (IPEM) at Peking University in Beijing, China. Stewart has over 25 years of executive and leadership experience in domestic and global business development in pharmaceuticals, crop protection (agrichemicals & seeds); medical devices / vascular intervention (cardiology and urology); drug infusion (hospital intravenous pumps, plus vital signs measurement products); corporate mergers, acquisitions and divestitures; and in the $2 billion Elanco Animal Health division of Lilly (animal health & human food safety). Stewart served as President & Board Chairman of the Certified Licensing Professionals organization; he also co-chaired the Phoenix LES IP100 event in 2013 and 2014.

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Susan Stoddard
Susan StoddardSusan Stoddard, Ph.D., is a senior licensing manager at Mayo Clinic Ventures, in Rochester, Minnesota. Her responsibilities involve the evaluation and out-licensing of intellectual property for employees of Mayo Clinic. She specializes in the fields of biotechnology and diagnostic and pharmaceutical products. Susan recently recognized her 20th year at Mayo, during which time she was also the administrator for Mayo's Office of Strategic Alliances. Before taking the position at Mayo, Susan was a tenured professor of neurosciences and a member of the graduate faculty at Indiana University School of Medicine, as well as has twice- received an award as Outstanding Professor in Basic Science.

Dr. Stoddard received her A.B. from Vassar College in Poughkeepsie, New York, her Ph.D. from Rutgers University in New Brunswick, New Jersey, and did a postdoctoral fellowship at the College of Medicine and Dentistry of New Jersey in Newark, New Jersey. She is a Certified Licensing Professional (CLP).

Dr. Stoddard is the trustee for on-site education of LES USA and Canada and has been a member of LES for over 10 years. She has been a member of the LES Education Committee since 2011 and presented the IP and Licensing Basics course in Minneapolis, Minnesota. For the last three years she has led the LES Review Course for the CLP Exam. Dr. Stoddard has been an active participant and speaker at LES, and has also given many presentations at professional meetings related to licensing technologies from academic institutions.

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Jonathan Suder
Jonathan SuderAfter a federal judicial clerkship, Jon joined Fort Worth's largest law firm, where he was a litigation partner before co-founding Friedman, Suder & Cooke. He later decided to add patent-infringement and other intellectual property litigation to his practice portfolio. Since then, Jon's reputation as a fierce protector of intellectual property rights has taken him to courtrooms around the country. Along with Friedman, Suder & Cooke co-founder Mike Cooke, he has assembled a team of lawyers—with diverse and extensive technological and engineering experience—ready to go head-to-head with the largest corporations, in any venue. You can find Jon's full biography at www.fsclaw.com.

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Alan Taylor
Alan TaylorGraduate (with Commendation) of Glasgow Veterinary School (1986) and Henley Business School (1996) in the UK.

Practicing Veterinary Surgeon (all species) in the UK, Zimbabwe, South Africa, Australia and New Zealand (1986 to 2001)

Company Veterinary Officer PetSmart UK (1998 to 2000)

European Director eBusiness Merial, Lyon, France (2001 to 2005)

Senior Director Business Development, Merial, Atlanta GA (2005 to 2014) – Technology and Product Licensing (concluded agreements with Governmental, NGO, Biotech and Pharma Organizations), M&A (concluded acquisitions of products and companies)

Vice President Business Development, Virbac Corporation, Fort Worth Texas (2014 to date) – Technology and Product Licensing, M&A (concluded successful acquisitions and divestment of products)

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Marc Tessier-Lavigne
Marc Tessier-LavigneDr. Tessier-Lavigne is President of The Rockefeller University, where he is also Carson Family Professor and Head of the Laboratory of Brain Development and Repair. He is a pioneer in the study of the molecular signals that direct the formation of neural circuits in the brain during embryonic development. He also studies nerve cell responses to injury and the mechanisms underlying nerve cell death. Prior to joining Rockefeller, he served as Executive Vice President for Research and Chief Scientific Officer at Genentech, a leading biotechnology company. He obtained undergraduate degrees from McGill and Oxford Universities and a PhD from University College London (UCL), and was a postdoctoral fellow at UCL and Columbia University. Prior to joining Genentech, he held faculty positions at the University of California, San Francisco and at Stanford University, where he was the Susan B. Ford Professor and an Investigator with the Howard Hughes Medical Institute. A Rhodes Scholar, Dr. Tessier-Lavigne is the recipient of numerous awards and honors, and he is a member of the National Academy of Sciences and the National Academy of Medicine. He is also a member of the corporate boards of Agios Pharmaceuticals, Denali Therapeutics, Juno Therapeutics, Regeneron Pharmaceuticals, and the Federal Reserve Bank of New York.

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Jeffrey C. Thompson
Jeffrey C. ThompsonMr. Thompson obtained his Masters Degree in Computer Science in 1988 and has worked in IBM's Law Department supporting software development, IP licensing, and related activities since 1992, including supporting the IBM CIO and IBM's IT Security organization.  Since the establishment of IBM's Cloud Computing Group, Jeff has supported many of its key products, including Softlayer's Infrastructure as a Service offerings and IBM's Platform as a Service offering, IBM Bluemix.  Key issues addressed include development of SaaS contracting models, data privacy policies, and customer contract negotiations.

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D. C. Toedt III
D. C. Toedt IIID. C. Toedt III is an attorney and arbitrator who has negotiated scores of license agreements in his career; he teaches advanced contract drafting at the University of Houston Law Center. He was previously vice-president and general counsel of BindView Corporation, a 500-employee software company with operations in six countries (and which as outside counsel he had helped the founders to start) until the company's successful "exit" when it was acquired by Symantec. Before that he was a partner and member of the management committee of Arnold, White & Durkee, a 150-lawyer boutique, IP litigation law firm. Admitted to practice in Texas and California, he is a former co-chair of the State Bar of California Business Law Section's Commercial Transactions Committee and previously served on the governing council of the ABA Section of Intellectual Property Law. He is the author of, among other things, the Common Draft public library of annotated contract templates, at CommonDraft.org.

Mr. Toedt currently serves as program co-chair for LES's Houston chapter. He organized and co-led the half-day workshop at the LES 2015 Spring Meeting, Getting a Workable License Agreement to Signature --- Practical Tips for Drafting, Legal Review, and Negotiation, which will be repeated at the LES 2015 Annual Meeting in New York City. In recent years he has served as an instructor for the LES Strategic Licensing: Advanced Skills and Tools course and for the LES IP and Licensing Basics course.

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Carolyn K. Tomberlin
Carolyn K. Tomberlin is a Principle Intellectual Property Manager in Corporate Development at Rockwell Collins, an IP operating company in the Aerospace Industry. Mrs. Tomberlin has been in this role for 5 years and has worked directly with intellectual property matters for 7 years. She has held multiple positions within the Aerospace and Medical Device industries for 20 years; engineering, customer account management, procurement manager, technical product management, business development, and project management. The breadth of her experience combined with her current position has given her a unique perspective and expertise in the area of Intellectual Property Management within IP operating companies. Mrs. Tomberlin has a B.A. in Foreign Language from University of Washington, Seattle and a B.S. in Chemical Engineering from SDSM&T. She has lived and worked abroad for over 10 years total on 4 separate occasions in Germany, Sweden, and Norway. She is an active member of Licensing Executive Society (LES) and is on the Board of Directors for the National Fragile X Foundation.

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Duane R. Valz
Duane R. ValzDuane Valz is senior patent counsel for strategic IP initiatives at Google. He leads a team managing a variety of projects directed towards present and future risk mitigation, spanning targeted patent development, licensing, acquisitions, standards and open source patent strategy. For 2015, Duane is named in IAM Strategy 300 – The World's Leading IP Strategists, the first year that in house practitioners have been included.

Duane has counseled a wide range of emerging growth, private and publicly held companies on IP and technology matters in various capacities. Before joining Google in 2011, Duane practiced at Chadbourne & Parke LLP, where he was twice named in IAM Strategy 300 – The World's Leading IP Strategists. His past experience includes serving as Head of Patent Development at Yahoo! and as Director of Intellectual Property at Quantum Corporation.

He received his JD from the University of California at Berkeley, School of Law where he served as submissions editor of the Berkeley Technology Law Journal. He earned his BA with honors and distinction in general scholarship from the University of California at Berkeley.

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Paul Walker
Paul WalkerPaul Walker is the innovation sourcing manager and practice leader at the Clorox Company. Clorox is a $5.7B company with 7700 employees, headquartered in Oakland CA with operations throughout the World. Paul has been at Clorox for 15 years, then entire time in supplier and partner-facing roles including raw materials sourcing management and most recently in technology licensing and partnering.  Prior to joining Clorox, Paul worked in sales, marketing and business management roles in the chemicals industry. Paul is a native of the Midwest and is a graduate of Wittenberg University with a major concentration in Chemistry and minors in Mathematics and Physics.

Partnered innovation and licensing has a long, successful history at Clorox. In 2009, with the goal of further advancing Clorox capability in the area of open innovation, Paul was asked to lead a transformation in the organization and dealing approach for innovation originating outside the company. Over the past 6 years, this organizational and process development has led to a significant improvement in process capability, in throughput of partner agreements, and in overall efficiency. In the present organizational model, Innovation Sourcing is paired with the Open Innovation networking organization to provide seamless connection to our innovation partners, from scouting through dealing and ultimately into the successful commercialization of new and improved products. Paul and his team were recognized in 2014 by the Institute for Supply Management -Michigan State University with an award for Excellence in Supply Management for the implementation of this innovation sourcing process.

Paul has been an LES member since 2007.

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Julie Watson
Julie WatsonJulie Watson is special counsel at Marshall Gerstein & Borun, LLP, a Chicago-based intellectual property law firm. A licensing professional with over 25 years' experience structuring and negotiating complex deals, Julie concentrates her practice on intellectual property transactions with a particular emphasis in technology startups and university technology transfer. Julie's prior work includes managing nonprofit intellectual property licensing programs including the Wake Forest Institute for Regenerative Medicine and the American Medical Association. Julie received her law degree from Wake Forest University Law School and is admitted to practice law in Illinois, North Carolina and before the USPTO. She also holds a master's degree from Johns Hopkins University and is a Certified Licensing Professional.

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Monte Wetzel
Monte WetzelMonte Wetzel joined Roche Molecular Diagnostics in 2005 where he has been leading the Licensing efforts. He came from Auctoris, a Biotechnology company he and a colleague started. Prior to this he was a Director of Business Development at Bayer HealthCare in the Biotechnology Division, subsequent to leading the research efforts in Immunology, autoimmunity, monoclonal antibody, oncology, allergy, osteoarthritis, osteoporosis and stem cell research. Monte was a scientist at the National Institutes for Health and at the Basel Institute for Immunology [owned by Roche] Monte also led research in lymphocyte biology. Monte holds a PhD in Immunology from the University of Texas Health Sciences Graduate School in Dallas (Southwestern Medical School) and an BA in Chemistry and an BA in Biology from the University of Rochester, New York.

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