LES Foundation | LESI | Print Page | Contact Us | Sign In | Join
Schedule
Share |

LES 2014 Mid-Year Meeting

Meeting Home | Schedule | Featured Speakers | Continuing Education | Presentations

Detailed Schedule

MONDAY, MARCH 24, 2014

12:00 PM - 1:00 PM
LES Foundation Luncheon (Invitation Only)
1:00 PM - 5:00 PM

LES Foundation Graduate Student Business Plan Competition
Times Square A, 2nd Floor

Everyone is invited to join us as student teams from across the globe present their cutting-edge, IP-based business plans to a world-class panel of judges. At stake are a $10,000 Grand Prize and the $5,000 LES International Global Award. This is a great opportunity to gain inspiration from today's brightest young minds. For more information on the competition, visit www.lesfoundation.org

TUESDAY, MARCH 25, 2014

8:00 AM - 5:00 PM
Registration
8:30 AM - 5:00 PM

IP Basics and Licensing (requires additonal fee)
Times Square A, 2nd Floor

This course provides a survey of the basics of intellectual property (IP) and licensing. It builds a practical understanding of core IP and licensing concepts from both the business and legal perspectives. Each course, taught by both legal and business experts working as a team, is divided into five topics with examples, exercises and interaction between instructors and fellow students. Topics include: Introduction to IP; Basics of IP Commercialization & Licensing; Determining Reasonable License Fees & Royalty; Managing Risks; and a Licensing Case Study.

2:00 PM - 5:00 PM
Education Workshops
2:00 PM - 5:00 PM

Valuation as a Tool in Negotiations
Level: Intermediate / Advanced
Times Square B, 2nd Floor
This interactive education workshop will help attendees learn how valuation and the valuation process can be used to aid in negotiations and dealmaking.  Through a combination of case studies, roundtable and group discussions, this facilitated workshop will help licensing executives be better prepared for negotiating financial terms, accounting for risk through deal structures, and other tips.  Attendees will be asked to share their experience, expertise and questions through small team and group discussion.

Instructors:
Robert B. Goldman, Principal,  CRA International
Chris Schulte, Director, 284 Partners

2:00 PM - 5:00 PM

Winning Negotiations Through Practice
Level: Beginner / Intermediate
Times Square C, 2nd Floor
Join us for a hands-on opportunity to discuss and negotiate terms on a licensing case study.  We'll begin the workshop with an introduction to negotiation principles and a sample term sheet.  You will be divided into licensee and licensor teams for an interactive negotiation exercise and provided with both public and confidential information for your role play.

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

Instructors:
Henry Wixon, Chief Counsel, NIST
Linda Chao, Senior Associate, Stanford University

6:00 PM - 7:30 PM

Welcome Reception
Times Square C & Balcony Room, 2nd Floor

Meet and greet your colleagues at a networking reception open to all attendees.

WEDNESDAY, MARCH 26, 2014

7:30 AM - 5:00 PM
Registration
8:00 AM - 5:00 PM Accompanying Persons' Lounge
Room 507
8:00 AM - 9:00 AM Networking Breakfast
Broadway Ballroom Foyer, 4th Floor
9:00 AM - 10:15 AM Workshops
9:00 AM - 10:15 AM

Workshop 1: Life Sciences
Cutting-Edge Strategies to Fund Innovation

Act I, Broadway Ballroom, 4th Floor
Join us as representatives from pharma-founded strategic venture groups discuss the varied investment philosophies for their organizations.  Topics include preferred level of investment Series preference operating involvement; and exit strategy.

Moderator:
Ed Torres, Managing Director, Lilly Ventures

9:00 AM - 10:15 AM

Workshop 2: High Tech
Trends & Opportunities in Semiconductor Licensing
Act II, Broadway Ballroom, 4th Floor
Join us as panelists from the semiconductor ecosystem discuss intellectual property licensing trends. Topics include: the effects of more complex system-on-chip devices on patent and technology licensing activities; how industry consolidation impacts semiconductor companies' IP defense and monetization strategies; the impact of shifts in global markets – such as the rise of China – on licensing activities; and synergies and tensions between licensing and product businesses.

Note: This session is a follow-up to an article published in the December issue of les Nouvelles

Panelists:
Drew Fellows, VP Licensing Processors, ARM Ltd.
Dale Ford, Chief Analyst, Head of Electronics & Semiconductor Research, IHS
Changhae Park, VP of IP Licensing, Freescale Semiconductor
Philippe Quinio, Group VP, IP Sourcing & Strategy, STMicroelectronics
Phil Shaer Sr. VP & GC, Conversant IP Management
Stefan Tamme, VP of IP Strategy, Rambus

9:00 AM - 10:15 AM

Workshop 3: IUGI
Not Your Father's License Agreements: Completing Deal Terms with Non-Traditional Biomedical Commercialization Partners

Act III, Broadway Ballroom, 4th Floor
Institutions now have more options for potential partners to develop and commercialize biomedical technologies.  Non-traditional organizations/structures such as Non-Governmental Organizations (NGOs), patent pools or Product Development Partnerships (PDPs) provide viable developmental pathways, especially for neglected diseases or emerging markets.  Successes include the launch of MenAfriVac™, a meningitis vaccine for sub-Saharan Africa, as well as the Medicines Patent Pool licenses (a "2013 LES Deals of Distinction" recipient).

Speakers:
Steven Ferguson, Ph.D., CLP™, Deputy Director, Licensing & Entrepreneurship, Office of Technology Transfer at National Institutes of Health (NIH)
Catherine Hennings, Senior Commercialization Advisor, PATH
Rita Khanna, Ph.D., J.D., General Counsel, Aeras
Chan Park, J.D., General Counsel, Medicines Patent Pool
Gerald J. Siuta, Ph.D., CLP™, Consultant, Business Development, Global Alliance for TB Drug Development

9:00 AM - 10:15 AM

Workshop 4: CEEM
Green Energy Workshop: Speed for Green -  Expediting Green Patent Applications
Act IV, Broadway Ballroom, 4th Floor
This workshop will provide a review of U.S. and Canadian green technology patents and legislation. Speakers will address how businesses benefited from the U.S. green patent pilot program, how they may continue to benefit in Canada and if a U.S./Canadian political partnership is crucial for the successful commercialization of green technology. Speakers will also review legislative initiatives that promote the innovation of green technology. 

Panelists:
Allison Mages, Sr. IP Procurement & Policy Counsel, GE
Natalie Raffoul, Managing Attorney, Clancy, Brion, Raffoul


9:00 AM - 10:15 AM

Workshop 5: Consumer Products
Valuation Tools and Methods for Assessing IP Litigation Risks
Times Square AB, 2nd Floor
If today's mail included a notice of alleged infringement, would you be prepared to evaluate your potential financial exposure?  When the court rules on claim construction or pre-trial motions, do know the impact on potential settlement value?  Join us as our presenters share insight on using valuation tools and methods to help estimate pre-litigation damages and manage / track financial exposure during litigation.

Speakers:
Garrard R. Beeney, Partner and Co-Head of IP Group, Sullivan & Cromwell LLP
Don Drinkwater, Director of Licensing, Bose Corporation
Phil Hartstein, President, Finjan
Chris Schulte, Director, 284 Partners (Chair of LES Valuation & Taxation Committee)
Jeffrey G. Snell, Vice President, Charles River Associates

10:15 AM - 11:00 PM Networking Break
Broadway Ballroom Foyer, 4th Floor
11:00 AM - 12:00 PM

Sector Business Meeting: Life Sciences
Act I, Broadway Ballroom, 4th Floor

Sector Business Meeting: High Tech
Act II, Broadway Ballroom, 4th Floor

Sector Business Meeting: IUGI
Act III, Broadway Ballroom, 4th Floor

Sector Business Meeting: CEEM
Act IV, Broadway Ballroom, 4th Floor

12:15 PM - 1:30 PM Featured Speaker Luncheon
Broadway Ballroom, 4th Floor

David Kappos, Partner, Cravath, Swaine and Moore LLP and Former Undersecretary of Commerce for IP & Director of the USPTO

1:45 PM - 3:15 PM Roundtable Discussions
1:45 PM - 3:15 PM

Roundtable Discussion: Life Sciences
Why Deals Fail, Common Pitfalls in Executing an Agreement, and How to Avoid Them!
Act I, Broadway Ballroom, 4th Floor
This roundtable discussion will address why a significant number of strategic alliances, collaborations and licenses fail within five years of execution.   Participants will join small group discussions to identify a specific type of pitfall that may occur in executing an agreement and then brainstorm ideas to avoid the pitfall.  At the end of the discussion, facilitators' notes will be collected, combined and distributed to the group.  Topic discussions will continue during a follow-up workshop at the 2014 LES Annual Meeting. 

Moderator:
Dr. Lesley A. Stolz, Ph.D., Executive Vice President, Corporate Development, Biotime, Inc. 

1:45 PM - 3:15 PM Roundtable Discussion: High Tech

How Will the AIA and Innovation Act Affect Patent Litigation Strategy in High Tech?
Act II, Broadway Ballroom, 4th Floor
This roundtable discussion will focus on assessing emerging legal and legislative developments impacting IP licensing & litigation, and on evaluating strategies for managing such developments.

Moderator:
Shawn Ambwani, COO, Unified Patents

1:45 PM - 3:15 PM

Roundtable Discussion: IUGI
Economic Development at the Industry-University-Government Interface: Trends and New Initiatives
Act III, Broadway Ballroom, 4th Floor
This roundtable discussion will explore various entrepreneurial programs that are being used to build dynamic economic-based connections among industry, academia and government. 

Speakers:
Mindy Bickel, Ph.D., USPTO Representative-in-Residence,  Cornell NYC Tech Campus
Mark Bloom, CLP™, RTTP™, Director of Corporate Alliances & Technology Transfer, Bigelow Laboratory for Ocean Sciences
David Brush, Senior Director - Transactions, Johnson & Johnson Innovation Center, Boston
Orin Herskowitz, VP of Intellectual Property and Tech Transfer, Columbia University
Louis Ho, Regional Director-Americas, Hong Kong Trade Development Council
Nathan Tinker, Ph.D., Executive Director, New York Biotechnology Association

1:45 PM - 3:15 PM

Roundtable Discussion: CEEM
Deals from Hell
Act IV, Broadway Ballroom, 4th Floor
Join us as we explore how once-promising deals can go wrong, why, and what lessons can be learned from these seemingly unsuccessful partnerships. 

Speakers: 
Karen Stevenson, Licensing Associate, University of Idaho
Alex Tang, Licensing and Commercialization Manager, Gas Technology Institute.

1:45 PM - 3:15 PM

Roundtable Discussion: Consumer Products
Putting Your Brand Out There: The Dos and Don'ts of Branding Agreements
Times Square AB, 2nd Floor
Leaders in the consumer products field will identify practice pointers for building strategic alliances and drafting branding agreements. We'll explore considerations prior to entering into a co-branding agreement; protecting your brand in a co-branded world; key terms for sponsorship, product placement and endorsement agreements; valuation of the brand when licensing or co-branding and the impact on future litigation; and social media and viral marketing considerations.

Speakers:
W. David Hubbard, VP & Deputy General Counsel – Marketing, Verizon
Jordan Heinz, Partner, Kirkland & Ellis

3:15 PM - 4:00 PM Networking Break
Broadway Ballroom Foyer, 4th Floor
4:00 PM - 5:15 PM Workshops
4:00 PM - 5:15 PM

Workshop 1: Life Sciences
Strategies for Reducing the Threat of Litigation from Patent Assertion Entities
Act I, Broadway Ballroom, 4th Floor
The biotech industry has yet to be plagued with significant numbers of lawsuits brought by Patent Assertion Entities (a.k.a. NPEs or Patent Trolls). But this may be about to change. What strategies are these types of litigants likely to use against biotech companies? And what technology licensing practices can biotech companies adopt to reduce the threat of litigation from PAEs?

Moderator:
William Cory Spence, Partner, Ungaretti & Harris LLP

Panelists:
Aaron L. Schwartz, Associate Senior Counsel, IP Law and Government Affairs, Eisai Inc.
Erica S. Olson, Senior Counsel, Intellectual Property & Litigation, Amgen Inc.

4:00 PM - 5:15 PM

Workshop 2: High Tech
Ask the Experts: Insights into How Intellectual Property is Handled Under U.S. Government Contracts & Licensing Agreements

Act II, Broadway Ballroom, 4th Floor
We'll explore how the laws and regulations that govern the ownership, use and licensing of IP that is developed during a government contract differ significantly from those governing commercial agreements. 

Panelists:
Darin Bartholomew, Expert Attorney, Deere & Co.
Bill Elkington, Sr. Director, Intellectual Property Management, Rockwell Collins
Harry Lupuloff, Corporate Counsel, Northrop Grumman Corporation
Louis Victorino, Partner, Sheppard, Mullin, Richter & Hampton LLP

4:00 PM - 5:15 PM

Workshop 3: IUGI
Crossing the 'Valley of Death': Initiatives to Accelerate Early-Stage Technologies from the Lab to the Market
Act III, Broadway Ballroom, 4th Floor

Early-stage technologies emerging from university research labs often show exceptionally high promise for both commercial development potential and societal impact.  However, while many have benefited from significant basic research funding, some of the most promising technologies never make it to the market for lack of validation resources. Join us as we explore how a number of universities have launched initiatives to address the so-called "Valley of Death" to provide critical proof of concept resources to help accelerate these technologies towards market success.

Speakers:
Kathleen Denis, Ph.D., RTTP™, Associate Vice President, Rockefeller University, discussing the Tri-Institutional Therapeutics Discovery Institute between Takeda, Cornell, Memorial Sloan Kettering and Rockefeller
Orin Herskowitz, VP of Intellectual Property and Tech Transfer, Columbia University, discussing the Columbia-Coulter Translational Research Partnership (medical devices) and PowerBridgeNY (clean energy startups)
Curtis Keith, Ph.D., Chief Scientific Officer, Blavatnik Biomedical Accelerator, Harvard University
John S. Swartley, Ph.D., Associate Vice Provost for Research and Executive Director, Center for Technology Transfer, University of Pennsylvania, UPstart and Innovation at Penn

4:00 PM - 5:15 PM

Workshop 4: CEEM
I Built My Patent Portfolio, But Did I Build it on Quicksand?
Act IV, Broadway Ballroom, 4th Floor
Recent case law out of the U.S. Supreme Court defining patentable subject matter and the scope of 35 U.S.C. §101 has created uncertainty regarding what is eligible for patenting. Cases involving exhaustion of intellectual property rights have added to this uncertainty. This workshop will focus on strategies for handling and valuing patent portfolios in view of the recent Court decisions of Prometheus v. Mayo, Association for Molecular Pathology et al. v. U.S. P.T.O., et al. ("Myriad Litigation), and In re Bilski.  Participants will offer tips for drafting license agreements that cover these patent portfolios from both a licensee and licensor standpoint and strategies for evaluating and creatively resolving issues with existing license agreements.

Speakers:
Steve Feldman, Husch Blackwell LLP
David Haas, Managing Director, Dispute Advisory & Forensic Services, Stout Risius Ross
Sumiko Kobayashi, Partner, Abe, Ikubo & Katayama

4:00 PM - 5:15 PM

Workshop 5: Consumer Products
Trademark Licensing in a Technology Driven World

Times Square AB, 2nd Floor
With technology evolving at an accelerated pace, those involved in any areas dealing with trademark licensing must keep up with the pace of change. This presentation will explore suggested contract provisions to remain current with today's technology; expand your trademark and your brand; protect your brand in a rapidly changing market; increase your brand value by using technology; and more.

Speakers:
Weston Anson, Consor Intellectual Asset Management
Larry McFarland, IP Partner, Kilpatrick Townsend and Stockton LLP
Robert Strand, VP Licensing, IMG Worldwide

6:30 PM - 8:30 PM

Sector Dinners (Offsite)
Registration and payment for Offsite Sector Events is available online.

 

Chemicals, Energy, Environmental, and Materials & Industry-University-Government Interface
Join your CEEM and IUGI colleagues for a lively reception at NY's newest and largest sports themed establishment.

Tonic
727 Seventh Avenue (between 48th & 49th Streets)
New York, NY 10020

 

High Technology
Join your High Tech Sector colleagues at Bobby Van's Steakhouse for great food, cocktails ambiance, and renowned service.

Bobby Van's Steakhouse
135 West 50th Street
New York, NY 10020

 

Life Sciences
Enjoy a seated dinner with your Life Sciences colleagues at Azalea Ristorante which showcases the unique cuisines of Italy's Brescia and Amalfi Coast regions.

Azalea Ristorante
224 W 51st Street (Theater District)
New York, NY 10019

THURSDAY, MARCH 27, 2014

8:00 AM - 5:00 PM
Registration
8:00 AM - 5:00 PM Accompanying Persons' Lounge
Room 507
8:00 AM - 9:00 AM Networking Breakfast
Broadway Ballroom Foyer, 4th Floor
9:00 AM - 10:15 AM Workshops
9:00 AM - 10:15 AM

Workshop 1: Life Sciences
How Biopharma Innovation Centers Are Collaborating with Academia to Produce Results

Act I, Broadway Ballroom, 4th Floor
Representatives from various biopharma "innovation centers" will discuss the structures they have developed and adopted to foster and facilitate development collaboration with academia.  Potential benefits of these structures and whether or not this model for innovation is sustainable will be addressed.

Moderator:
Christine Fischette, Ph.D., Senior Advisor, Griffin Securities

Speakers:
Michael Flaschen, JD, Senior Director, New Ventures and Transactions, Johnson & Johnson California Innovation Center
Pearl Huang, PhD., Vice President, Global Head of DPAc, Alternative Discovery & Development, GlaxoSmithKline

9:00 AM - 10:15 AM

Workshop 2: High Tech
The Invisible Hand – Models for Monetizing Patents in the 21st Century
Act II, Broadway Ballroom, 4th Floor
The market for patent monetization can seem chaotic and confusing, but there are fundamental principles behind its evolution.  Join us as we explore how and why the market has grown from a defensively oriented licensing market to one in which licensing must be balanced against a dynamic secondary market for patent sales.  We'll also provide a primer on approaching the market from the perspective of licensors and sellers to licensees and buyers.

Speakers:
Marc A. Ehrlich, Senior Counsel, Patent Enforcement Operations and Strategy, IBM
Richard Ludwin, Associate General Counsel IP Law, IBM

9:00 AM - 10:15 AM

Workshop 3: IUGI
Academic Licensing as a Regional Economic Development Catalyst
Act III, Broadway Ballroom, 4th Floor
This panel provides a series of perspectives on technology transfer as an engine for regional economic growth.  Considerations include nurturing job growth through university spin-out companies; critical importance of internal champions; facilitating a knowledge based economy built upon innovation and entrepreneurship; advancing technology commercialization and more.

Speakers:
Gianna Arnold, Esq., Partner, Saul & Ewing
Wesley Blakeslee, Executive Director, Johns Hopkins Technology Transfer, Johns Hopkins University
Kris Burton, Director, Technology Commercialization, University of Maine
Pratap Khanwilkar, Ph.D., M.B.A., Coulter Program Director, University of Pittsburgh
Steven Price, Ph.D., Director, Technology Development Center, Oklahoma State University

9:00 AM - 10:15 AM

Workshop 4: Consumer Products
Hot Trademark Topics Affecting Pharma and Consumer Product Companies
Act IV, Broadway Ballroom, 4th Floor
This workshop will address current trademark issues that affect pharmaceutical and consumer product companies, including reverse confusion, fair use and strategies for clearing and selecting trademarks to reduce litigation risks.

Speakers:
Dale Cendali, Head of the Copyright, Trademark, Internet and Advertising practice, Kirkland & Ellis LLP
Tiffany Trunko, Vice President and Assistant General Counsel, Pfizer Inc.

9:00 AM - 10:15 AM

Workshop 5: NYIPLA
Risk-Benefit Issues Associated with Proposal to Address Patent Assertion Entities
Times Square AB, 2nd Floor
This workshop will address vexatious litigation involving, in particular, Patent Assertion Entities (PAEs).  Both PAE and corporate thought-leaders will discuss this issue, and the U.S. GAO will expand the discussion with the U.S. Government's perspective. We will address legislative reform and proposed Court-imposed changes in the rules of engagement in U.S. litigation.

Moderator:
Dorothy R. Auth, Cadwalader, Wickersham & Taft LLP

Speakers:
Alexander Poltorak, CEO of General Patent Corporation
Frank Rusco, Government Accountability Office, author of the recent GAO report on NPEs
Monika Selmont, Director/Associate General Counsel, Citi Bank N.A.

10:15 AM - 11:00 AM Networking Break
Broadway Ballroom Foyer, 4th Floor
11:00 AM - 12:15 PM Workshops
11:00 AM - 12:15 PM

Workshop 1: Life Sciences
Biotechnological innovations and Trade Secrets
Act I, Broadway Ballroom, 4th Floor
This session will explore the steps required to identify and protect trade secrets; compare the protection afforded in different jurisdictions; examine the effect of the Biologics Price Competition and Innovation Act on trade secret protection of biological products and processes; and discuss structuring agreements involving trade secrets.

Speakers:
Steve Bossone, Vice President, Intellectual Property, Alnylam
Kerry A. Flynn, CLP, Vice President, Intellectual Property, Shire
Andrikopoulos Konstantinos, Associate General Counsel, IP, BiogenIdec
Michael Samardzija, Partner, Bracewell & Giuliani LLP

11:00 AM - 12:15 PM

Workshop 2: High Tech
LTE Licensing from the Licensor's Perspective
Act II, Broadway Ballroom, 4th Floor
Gain insight into LTE technology licensing from the perspective of the licensor.  The discussion will focus on the benefits and risks associated with joining LTE patent pools; special considerations when trying to set up LTE coverage in China; perspectives on the potential for LTE technology in Africa; and more. 

Speakers:
Fabian Gonell, Vice President, Division Counsel, Qualcomm
Niklas Ostman, Senior Licensing Executive, Microsoft Corporation

11:00 AM - 12:15 PM

Workshop 3: IUGI
Doing Deals with Chinese Universities: An In-Country Perspective
Act III, Broadway Ballroom, 4th Floor
This workshop will provide a brief overall view of the current IP environment in China; describe the challenges in obtaining patents in China; discuss the core differences in patent prosecution practice between the U.S. and China; and review the key considerations when dealing with a licensee based in China.

Speakers:
Mark Bloom, CLP™, RTTP™, Director of Corporate Alliances & Technology Transfer, Bigelow Laboratory for Ocean Sciences
Philip Zhang, Ph.D., Co-managing Principal, Milstein Zhang & Wu LLC

11:00 AM - 12:15 PM

Workshop 4: Consumer Products
Prior User Rights and Licensing in a Post-AIA World
Act IV, Broadway Ballroom, 4th Floor
Trade secrets have become an increasingly valuable form of intellectual property protection. The America Invents Act offers some specific defenses with respect to prior user rights.  This workshop will provide fresh insights for those who wish to maintain prior user rights particularly when licensing trade secrets and know-how. 

Speakers:
Donald McOdrum, Partner, Bereskin Parr
John Petravich, Deputy General Counsel & VP, Intellectual Property, Integrated DNA Technologies (invited)
Sherry L. Rollo, Partner, Husch Blackwell LLP

11:00 AM - 12:15 PM

Workshop 5: Legal
The World Intellectual Property Organization (WIPO) Mock Mediation
Times Square AB, 2nd Floor
To avoid expensive and time consuming court litigation, an increasing number of technology transfer agreements include clauses requiring parties to use meditation to try to settle their disputes prior to pursuing other alternatives. What does a mediation session look like? Based on a real case, the World Intellectual Property Organization (WIPO) Arbitration and Mediation Center presents an interactive workshop to demonstrate the process of mediation in a lively and informative way. The mock mediation will consist of five participants – a university technology transfer professional and legal counsel, a company executive and legal counsel, and a mediator chosen by the parties – and aims to demonstrate the potential advantages of mediation as a time and cost-effective means of resolving disputes and maintaining business relationships.

Introduction by:
Adam Rattary, WIPO

Mediator:
Russell Levine, Partner, Kirkland & Ellis

Speakers:
Pam Cox, Partner, Marshall Gerstein Borun
John Ritter, Director, Office of Technology Licensing, Princeton University
Robin Rasor, Director of Licensing, University of Michigan
Charles Valauskas, Vice President for Industry Relations, Association of University Technology Managers

12:30 PM - 2:30 PM

Networking Luncheon and Keynote Speaker
Broadway Ballroom, 4th Floor

Judge James F. Holderman, United States District Court for the Northern District of Illinois

2:45 PM - 4:00 PM Workshops
2:45 PM - 4:00 PM

Workshop 1: Life Sciences
Buyer and Seller Beware – The Realities of Milestone Payout Acquisitions
Act I, Broadway Ballroom, 4th Floor
In recent years, the "big deal" for many emerging life science companies has evolved away from a licensing, distribution or collaboration agreement to a structured M&A deal with substantial post-M&A milestone payments.  This panel will discuss emerging trends in how these deals get negotiated; how the milestones play out after closing; implications for building companies and value; and managing risk throughout this more extended company life cycle.  Experienced dealmakers will share their experiences in this brave new M&A world.

Moderator:
Don Morrissey, Managing Director, Shareholder Representative Services

Panelists:
David Cohen, Managing Director, Healthcare M&A, Oppenheimer & Co. Inc.
Jeff Hermanson, Partner, WilmerHale
Ariel Jasie, Executive Director, Business Development, Celgene Corporation
Ankur Pandya, CFO; VP Finance & Business Development, CircuLite, Inc.

2:45 PM - 4:00 PM

Workshop 2: High Tech
The Internet of Things (loT): Moving Towards a Connected World
Act II, Broadway Ballroom, 4th Floor
Google's recent acquisition of Nest Labs for $3.2 billion is one of the first major acquisitions in the emerging market of Web-connected objects, known as the Internet of Things (IoT). IDC estimates that the number of connected devices will grow to 212 billion by 2020, with about 30 billion devices smart enough to operate without human control. A study by General Electric concluded the IoT market over the next 20 years could add as much as $15 trillion to global GDP, which is roughly the size of today's U.S. economy. The IoT market is expected to create new challenges and opportunities when it comes to intellectual property. Leading companies are working with US government representatives to form a consortium to define an architectural framework for open industry standards that would cover a broad set of market sectors, from automotive and manufacturing to healthcare and the military.

The panel includes IP and business executives from corporations, startups and research organizations, representing the leading sectors of the IoT ecosystem.

Topics to be discussed include:

  • Major technology trends in key sectors of the IoT ecosystem
  • The IoT impact on US and global economy
  • Software and hardware adoption issues
  • IP landscape and IP challenges facing the transition to IoT infrastructure
  • IoT Standards, architecture and platforms

Moderator:
Efrat Kasznik, President, Foresight Valuation Group & Chair of the Content, Communications and Cloud (3CX) Committee.

Speakers:
Gary Atkinson, Executive Director, Emerging Technologies, ARM Holdings UK
Bernie Anger, GM of Intelligent Platforms Division, General Electric
Marc (Sandy) Block, IP Law Counsel, IBM
Shawana Johnson, President, Global Marketing Insights
Chris Rezendes, President, INEX Advisors

2:45 PM - 4:00 PM

Workshop 3: IUGI
Patent and Early-State Technology Valuation: Pitfalls and Best Practices
Act III, Broadway Ballroom, 4th Floor
This session will focus on the approaches, challenges and nuances associated with valuing patents and early-stage technology. Presenters will provide insights from their research and personal experiences performing valuations of this type for various purposes such as internal use, licensing, blocking, cross-licensing, assertion and sale to a third party.

Speakers:
Michael Lasinki, CLP™, Managing Director, 284 Partners, LLC
Glenn Perdue, CLP™, Managing Member, Kraft Analytics, LLC
Jennifer Vanderhart, PhD, Managing Director, FTI Consulting 

2:45 PM - 4:00 PM

Workshop 4: CEEM
When Antitrust Laws Intersect with IP Transactional Practice
Act IV, Broadway Ballroom, 4th Floor
Join us for an interactive workshop to explore strategies related to the intersection of antitrust laws and IP Transactional Practice.  Expert panelists will provide an overview of the primary U.S. statutes applicable to licensing and discuss strategies for drafting license agreements.   

Speakers: 
Leslie Chard, President, WHDI LLC (invited)
Suzanne Flaton-Origenes, Assistant General Counsel, BASF Corp
Bruce Weintraub, Senior Corporate Counsel, Pfizer, Inc.

2:45 PM - 4:00 PM

Workshop 5: Legal
District Judges Panel: Judicial Insights into Patent Infringement Litigation
Times Square AB, 2nd Floor
Join us as Judge Holderman, N.D. Illinois and Judge McMahon, S.D. NY share their insights and perspectives on patent litigation in a discussion.

Moderator:
Charles Hoffman, Future President, NYIPLA

Speakers:

Judge Holderman, N.D. Illinois
Judge McMahon, S.D. NY

4:00 PM - 5:30 PM

Closing Reception
Broadway Foyer, 4th Floor

Join us as we close-out our meeting with a networking reception open to all attendees.