Kristi Stathis
Center for Applied Innovation & Ocean Tomo
kstathis@oceantomo.com
1 (773) 294-4360
Tuesday June 17, 2014 at 1:00 PM CDT
-to-
Wednesday June 18, 2014 at 6:00 PM CDT
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To Be Announced
Intellectual Property (IP) is now a central consideration and value driver in most every transaction, from early stage ventures to private equity growth capital to Global 1000 mergers and acquisitions. Discussion of IP strategic management and exploitation permeates corporate boards, the executive suite, investor partnership meetings and bank credit committees. In a world trending toward a global innovation economy, it is clear that IP is a value differentiator in lending, buy-outs, activism, distressed and long/short investing.
Hosted by the non-profit Center For Applied Innovation, the 2014 IP Investments & Markets conference is presented in three distinct sessions:
Early Stage/Venture Investment (Tuesday Morning)
Town Hall Meeting on IP Markets (Tuesday Afternoon)
IP Investments and Debt (Wednesday)
Once again the 2014 event is invitation driven, providing a limited attendance networking opportunity for CEO’s, fund managers and financial decision makers. As presenting sponsor, Ocean Tomo invites you to join us on Tuesday, June 17th and Wednesday June 18th, including optional pre-conference workshops beginning at 1:00pm on Monday, June 16th. All registrants are invited to dinner on Tuesday. The event will conclude Wednesday at 5:30pm following a brief reception.
2014 Agenda
Monday, June 16, 2014
Complimentary Workshops
13:00 - 17:00 Valuation Insight for Investors: Understanding the value of Patents & Other IP
13:00 - 15:00 IP Due Diligence in M&A and Capital Market Transactions
14:00 - 17:30 Forum on Alternatives to IP Litigation (Invitation Only Discussion Group)
» Moderated by Dan McCurdy, Chairman - Patent Freedom; CEO - Allied Security Trust
18:30 - 21:30 Speakers’ Dinner
Tuesday, June 17, 2014
Early Stage/Venture Investment
08:30 - 09:00 Welcome Remarks
» Kristi Stathis, Secretary - Center for Applied Innovation
» Darius Sankey, Managing Director - Ocean Tomo
» James Malackowski, CEO - Ocean Tomo
09:00 - 10:00 Outsourced Venture - Corporate Venture Capital Panel
» Karen E. Kerr, PhD, Senior Managing Director Advanced Manufacturing - GE Ventures
» Reese Schroeder, Managing Director- Motorola Solutions Venture Capital
10:00 - 11:00 Role of IP Investments - Venture Capital Panel
» Christopher Aubuchon, Partner - Cote Capital
» Eric Bell, Vice President of Investment Strategy - Intellectual Ventures
» Len Wanger, Managing Partner - Deer Valley Ventures
11:00 - 11:30 Networking Break
11:30 - 12:15 Keynote - American Patent System at a Crossroads
» David J. Kappos, Partner - Cravath; Former Under Secretary of Commerce and Director of the United States Patent and Trademark Office
12:15 - 13:00 Lunch
Town Hall Meeting on IP Markets
13:00 - 13:30 Challenges & Opportunities
» Marshall Phelps, Chief Executive Officer - Article One Partners
13:30 - 14:30 Licensing Company Opportunity Assessment
» Norishiege Hayakawa, Chief Strategy Officer - IP Bridge
» Jon Ellenthal, CEO - Patent Properties
» Rob Berman, CEO - CopyTele
14:30 - 15:30 Operating Company Perspectives on Efficiency & Challenges
» Hance Huston, Director Patent Licensing - IBM
» Tony Gomes, VP & Deputy General Counsel- Citrix Systems
15:30 - 16:00 Networking Break
16:00 - 17:00 Concurrent Working Groups
17:00 - 17:30 Working Group Leader Reports
18:00 - 18:30 Trolley Departure for Carnivale
18:30 - 22:30 Reception & Dinner
Wednesday, June 18, 2014
IP Investments and Debt
08:30 - 09:00 Welcome Remarks
» Kristi Stathis, Secretary - Center for Applied Innovation
» Michael Friedman, Managing Director - Ocean Tomo
» James Malackowski, CEO - Ocean Tomo
09:00 - 09:30 Venture Acceleration!
» Terry Howerton, CEO & Founder - TechNexus
09:30 - 10:00 IP’s Role in Restructuring
» Mark Buschmann, Senior Managing Director - Blackstone
10:00 - 10:30 IP’s Role in IP-Collateralized Lending
» Eric Von Stafford, Managing Director - White Oak Global Advisors
10:30 - 11:00 IP’s Role in Public Market Stock Value
» Jonathan Taub, Executive Vice President - Acacia Research Group
11:00 - 11:30 Networking Break
11:30 - 12:15 Keynote -The U.S.-Israel Innovation Index: Measuring ROI on International R&D Collaboration
» Ann Liebschutz, Executive Director - USISTF
12:15 - 13:00 Lunch
13:00 - 13:45 Keynote - SEP Royalty Rates - A Review Microsoft v MMI and Innovation IP Ventures
» Gregory Sidak, Founder & Chairman - Criterion Economics
13:45 - 14:30 Keynote - Holdout or Hold up
» David L. Schwartz, Associate Professor of Law & Co-Director of the Center for Empirical Studies of Intellectual Property - IIT Chicago-Kent College of Law
14:30 - 15:15 Keynote - Effects of Courts and the Legislature onCatalyzing Innovation
» Pending Invitation
15:15 - 15:45 Networking Break
15:45 - 16:30 IP Company Case Studies: Preferred Model?
» Linda Biel, Senior Vice President, Business Development- Allied Security Trust
» John Veschi, CEO – Rockstar
» Adam J. Gill, Principal - Gerchen Keller Capital
16:30 - 17:30 Concluding Reception