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THE RITZ-CARLTON HALF MOON BAY
NOVEMBER 5-6, 2014
Join us as we bring together corporate executives, attorneys, investors and other IP experts
to discuss best practices, case examples, challenges and opportunities in valuing, managing,
monetizing, structuring and defending intellectual property assets.
CONFERENCE PROGRAM
WEDNESDAY, NOVEMBER 5, 2014
4:00 – 6:00 p.m.
Registration
6:00 – 8:00 p.m.
Cocktail Reception
THURSDAY, NOVEMBER 6, 2014
8:00 – 9:00 a.m.
Registration and Breakfast
9:00 – 9:15 a.m.
Conference Opening
9:15 – 10:15 a.m.
Keynote Presentation: Judge Paul Michel, Retired Chief Judge
of the U.S. Court of Appeals for the Federal Circuit
10:15 – 10:30 a.m.
Break
10:30 – 12:00 p.m.
Panel Discussion: IP Hot Topics and Controversies
12:00 – 1:00 p.m.
Lunch
Unique to this conference are three separate tracks with tailored sessions on strategies for optimizing
intellectual property in connection with the following disciplines: Track 1 - Valuation and M&A,
Track 2 - Tax and Transfer Pricing, Track 3 - IP Licensing, Litigation and Strategy.
See track details on the following page.
TRACK 1
Valuation and M&A
TIME
1:00 – 2:15 p.m.
TRACK 2
Tax and Transfer Pricing
TRACK 3
IP Licensing, Litigation and Strategy
Navigating IP in M&A Transactions
International IP Planning and Restructuring
Hot Topics in Trade Secrets
IP plays a critical role in technology transactions
— it can literally be the driving rationale for a
merger or be the primary reason a transaction
dies. Outside of price, IP issues are commonly the
most heavily negotiated topic in any transaction.
This panel will discuss the key issues that IP
introduces in M&A transactions as well as the best
practices for navigating these issues
This session will explore recent developments
within the OECD including BEPS and
inversions, patent box regimes and how
multinational companies are structuring and
moving their IP across borders.
This session will address recent case law and
other trends impacting the protection and value
of trade secrets.
• IP considerations in preparing for a
potential transaction
• Discussion of typical escrow and
indemnification negotiation surrounding IP
• Open source issues
• Patents and related litigation in M&A
Speakers:
Speaker:
Robert Shwarts, Partner, Orrick, Herrington &
Sutcliffe LLP
Susan Fickling-Munge, Managing Director,
Duff & Phelps, (Moderator)
Barton W.S. Bassett, Partner, Morgan, Lewis &
Bockius LLP
Andrea Payton, International Tax Director
Zimmer Holdings, Inc.
Tina Ellenberger, Vice President Tax and
Treasury, Experian
Speakers:
Kevin Iudicello, Managing Director, Duff & Phelps
(Moderator)
Vishal Bhagwati, Group Vice President-Corporate
Development, Oracle
Kevin Rooney, Partner, Cooley, LLP
Robert Sayle, Partner, Thoma Bravo
2:15 – 3:30 p.m.
IP Valuation in Early-Stage Businesses
Attempting to assess the potential value
associated with new, innovative intellectual
property can be a challenging – even daunting
– task. In this session, we will discuss how to
approach the valuation of “young” IP and
associated businesses, and how to address
the unique IP valuation issues that crop up in
this context. This topic will be discussed from a
variety of perspectives, including internal R&D
investments, capital raising, acquisitions, and
in a variety of business environments, such as
when the innovative IP is part of a tech startup, a
young biotech, a university research program,
or a business unit of a large corporation.
Speakers:
IP Valuation and Transfer Pricing: Bridging
the Divide
The Legal Environment for IP and its Impact
on Business/Licensing
This session will explore intangible asset
valuation in transactions, including the
complicated question of whether valuations
done for financial reporting can be used for
transfer pricing or tax planning purposes.
Valuations for these purposes may have
different outcomes but they must tell a
consistent story.
This session will discuss the impact of legislative
and case law changes in the IP space and
how these changes impact strategies for
monetization of IP.
Speakers:
Josh Becker, CEO, Lex Machina
Nate Levin, Managing Director, Duff & Phelps
Kimberly Klein Cauthorn,
Senior Director of Insurance Operations, RPX
Jill Weise, Managing Director, Duff & Phelps
Filippo Rotollo, Economist, Senior Advisor of
Intercompany/Transfer Pricing Global Tax, IBM
Speakers:
David J. Healey, Senior Principal, Fish &
Richardson
David Fligor, VP, Licensing, Nagra Kudlski
Rick Frenkel, Partner, Latham & Watkins
Gary Raichart, Director, Duff & Phelps
(Moderator)
Kathy Ku, Director, Office of Technology
Licensing, Stanford University
Joshua H. Walker, Counsel, Simpson Thacher
& Bartlett LLP
3:30 – 3:45 p.m.
Break
Break
Break
TRACK 1
Valuation and M&A
TIME
3:45 – 5:00 p.m.
TRACK 2
Tax and Transfer Pricing
IP Strategy and Value Maximization
What’s Your IP Worth?
This session will discuss the best practices in
aligning corporate and IP strategy to maximize
value. Discussion topics will include:
This session will identify best practices in
supporting and reviewing IP valuations from
different perspectives – the government, your
shareholders and buyers. Forecasting and
discount rate application will also be covered.
• What are the common corporate strategies
to maximize IP value?
• What are the pitfalls, how can we learn from
the past?
• Current trends in the market that are
changing strategic decisions around IP
• Who’s doing it well – examples of
companies and strategies that are industry
leading and why
Speakers:
Simon Webber, Managing Director,
Duff & Phelps (Moderator)
Rick Schwartz, Managing Director
Duff & Phelps
Andrew Kim, Partner
Fenwick & West
TRACK 3
IP Licensing, Litigation and Strategy
Doing Business in China – Practical Tips and
Strategies for IP Management, Enforcement
and Litigation
The panel will be made up of outside and inhouse counsel who will share their experiences
of doing business in China with an emphasis
on strategies and solutions to address IP issues,
including:
• The current and future litigation and dispute
landscape in China;
• Litigation strategies;
• Best practices for managing IP in licensing,
joint venture and partnering transactions;
• Identifying and investigating infringement
in China.
Speakers:
Glen Kernick, Managing Director,
Duff & Phelps (Moderator)
Moderator:
Pauline Booth, Duff & Phelps
E. Patrick Ellisen, Shareholder,
Greenberg Traurig
Speakers:
Rich Domingo, Director of Intellectual Property,
Nvidia
T. Maria Lam, Chief of Staff to the General
Counsel, Intel Corporation
Alex Zhang, Partner, King & Wood Mallesons
Vineeta Gajwani, Senior Counsel of IP,
Electronic Arts
5:00 p.m.
Farewell Reception
Farewell Reception
Farewell Reception