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IP Finance 2015
May 14, 2015  |    NEW YORK CITY

|   Agenda

 

 

8:30 – 9:00 am    Welcome Breakfast

9:00 – 9:15 am
Opening Address

Frédéric Rose
Chief Executive Officer
TECHNICOLOR

 

Part 1 - IP assets: current strategies and future mechanisms

9:15 – 9:40 am
IP Finance: identifying its impact on innovation & commerce

What is IP finance and its various facets: litigation lending, defensive purchases, the public markets, distress investing…?
How has it changed?
Who are the leading practitioners?
What are some best practices?

Introduced by
Mark Argento
Co-founder
LAKE STREET CAPITAL

 


9:40 – 10:30 am
What are investors looking for in an IP asset or portfolio?

IP due diligence to assess asset quality, cash flow and risk,

Claims charts, invalidity studies and patent mapping,

Revenue-generating IP vs. strategic assets,

What both borrowers & lenders need to know?

Timing a transaction for maximum ROI

Henrik Carle
VP Business Management and Finance, IPR & Licensing
ERICSSON
Yann Dietrich
Senior Patent licensing executive & IP counsel
FRANCE BREVETS
Maulin Shah
Managing Partner
Envision IP
Aaron Slan
Senior Vice President
Fortress Investment Group LLC
Moderated by
Bruce Berman
Chief executive officer
Brody Berman Associates


10:30 – 10:55 am    Coffee Break


10:55 – 11:45 am
IP securitization today

Patents, Trademarks or Copyrights? – What are the key differences?

How to convert an asset or a stream of cash flows into marketable securities?

What are the benefits for IP owners and Investors?

Issuance cost and profit margins.

What did we learn from Kalydeco Securitization ($3 Billion)?

Michael Fusco
Managing Director
MORGAN STANLEY
Samirah Muzaffar
Consultant IP Valuation and IP Marketplace
INTELLECTUAL PROPERTY CORPORATION OF MALAYSIA (MyIPO)
Moderated by
Edward Black
Partner
ROPES & GRAY

 


PART 2 – IP TRANSACTION

11:45 am – 12:35 pm
Patent’s evolving role in financial transactions

What types of financial products are patentable?

How patents help to secure a stable banking infrastructure

How to identify and facilitate patent quality?

Open-innovation in financial transactions

Global transactions and domestic patents

Standards setting and financial transactions

Alexander I. Poltorak
Founder, Chairman & Chief Executive Officer
GENERAL PATENT CORPORATION (GPC)
Reza Sarbakhsh
Lead IP Attorney
IBM
David Yurkerwich
Senior Consultant
CHARLES RIVER ASSOCIATES
Moderated by
James Howard
Associate General Counsel
The Clearing House Payments Company

 


Outlook

12:35 – 1:00 pm
Pre-lunch speaker: Deals of Distinction

Marshall Phelps, Jr
Chairman IPCREATE
former head of IP Business & Strategy for IBM and Microsoft

1:00 – 2:15 pm
Lunch


PART 3 – IP Finance Challenges

2:15 – 3:05 pm
How NPE’s trigger innovation?

What is the real story behind patent trolls? From patent troll to patent partner,

A proactive patent defense and patent risk management processes: Key drivers to generate exponential payoff over time,

New tools to protect your patent against Patent troll actions: anti-patent troll insurance policy,

New models, new territories (the exportation of NPE)

John Garland
former Vice President of Licensing
ROCKSTAR
Joshua P. Graham
Vice President
ACACIA RESEARCH GROUP LLC
David Pridham
Chairman and Chief Executive Officer
DOMINION HARBOR GROUP
Moderated by
Michael Loney
Americas Editor
MANAGING IP – EUROMONEY INSTITUTIONAL INVESTOR

 


3:05 – 3:55 pm
IP Litigation: the new business of litigation finance

IP Litigation around the World – Strategies to Manage Costs,

Co-Investing in Patent Litigation: Spreading the risk,

“Patent litigation as an asset class”.

James Batson
Investment Manager
BENTHAM IMF
Chris Bogart
Co-founded & Chief Executive Officer
BURFORD
Peter Hardigan
Chief Operating Officer
DSS
Ashley Keller
Co-founded
GERCHEN KELLER CAPITAL
Moderated by
Courtland L. Reichman
Principal
MCKOOL SMITH

 


3:55 – 4:15 pm    Coffee Break

4:15 – 5:00 pm
Disruptive events in IP finance: PTAB proceedings, the Alice decision and standards bodies

How litigation trends and tightening patent eligibility are lowering the value of IP portfolios?

The impact of PTAB proceedings on prior patent infringement litigation: why it is harder for NPEs to extract money from companies?

Alice v CLS Bank: why the Supreme Court decision on software patents has reduced filings and cases?

Trend analysis: why investors should change their perception of patents because of litigation trends?

Options for investors to mitigate these losses.

Carter Eltzroth
Legal Director
DVB PROJECT
Chris Israel
Partner
THE AMERICAN CONTINENTAL GROUP. INC
Louis Ross
Chief Executive Officer
MOTION ENGINE. INC
The Honorable Michael Tierney
Lead Judge
USPTO & PTAB
Moderated by
Michael Loney
Americas Editor
MANAGING IP – EUROMONEY INSTITUTIONAL INVESTOR

 

 

   
 
Countdown D - -919
 
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Standard price

$ 990


IP Finance 2014


Contact us
Partners
Patrice Cros
Daniel Dimitrov
Speakers
Justine Testard