2022 agenda

Day One
December 6th 2022

6:00 PM – 8:00 PM
Opening Reception at The James NY Nomad

Day Two
2022-12-07
Day Three
2022-12-08
07:45 - 08:45
Registration & Breakfast
08:45 - 09:00
Welcome & Chairperson’s Opening Remarks
09:00 - 17:30
One-to-One Meetings

Participants can schedule 30-minute meetings in-person, virtually, or hybrid (i.e., between in-person and virtual participants) utilizing our desktop/mobile app. Registered attendees will receive an invitation to login to the app the week prior to the event.

09:00 - 10:00
STATE OF THE IP MARKET: NOTABLE DEVELOPMENTS & DEALS OF 2022
  • The year’s biggest verdicts, settlements and deals
  • Updates at the USPTO – how is Vidal doing?
  • Patent reform: will it really happen & will it be what we need?
  • Opportunities, outlook, and predictions for 2023

Speakers:
Elvir Causevic, Managing Director, Tech + IP (moderator)
Abha Divine, Managing Director, Techquity Capital Management
Aaron Fahrenkrog, Partner, Robins Kaplan
Jonathan Waldrop, Co-Chair of IP & Partner, Kasowitz Benson Torres
Keith Wilson, EVP, Partnerships & Acquisitions, IPVALUE Management

10:00 - 10:45
THE VENUE DECISION: STATS & STRATEGY AT TOP U.S. PATENT COURTS
  • The WDTX order and new venue developments
  • Review of key stats in TX, DE, CA, VA & other busy patent courts
  • District court dynamics and strategic filing considerations 
  • Identifying the new hotspot

Speakers:
Fred Fabricant, Managing Partner, Fabricant LLP (moderator)
Michelle Eber, Portfolio Counsel, Validity Finance
Claus Melarti, Senior VP, Acquisitions, RPX
Erick Robinson, Partner, Spencer Fane
Gary Sorden, Member, Cole Schotz

10:45 - 11:15
Networking Break
11:15 - 12:00
AROUND THE WORLD: STRATEGIC APPROACHES TO GLOBAL SEP DISPUTES
  • Recent rulings in key global jurisdictions
  • Developments at the ITC and in US courts
  • How the UPC impacts European SEP/FRAND strategy
  • The latest on global rate setting

Speakers:
Michael Renaud, Chair of IP Division, Mintz (moderator)
Alexandra Brodie, Partner, Gowling WLG
Joshua Budwin, Principal, McKool Smith
Steven Geiszler, U.S. Chief IP Counsel, Huawei
Clemens Heusch, Global Head of Dispute Resolution, Nokia

12:00 - 12:30
KEYNOTE FIRESIDE CHAT

WHY DIVERSITY MATTERS IN IP: WHAT THE DATA TELLS US

Speakers:
Holly Fechner, Executive Director, Invent Together 
Laurie Self, SVP & Counsel of Government Affairs, Qualcomm

12:30 - 14:00
Networking Luncheon
14:00 - 14:45
IP FINANCE ROUNDTABLE PART I: EXPANSION OF LITIGATION FUNDING
    • Funders’ view of the patent litigation landscape
    • Evolving areas of funding: From patents to portfolios to partnerships
    • Use of SPVs and other creative deal structures
    • Funders hedging risk with insurance & secondary market

Speakers:
Ian DiBernardo, Partner, Brown Rudnick (moderator)
Megan Easley, VP, Contingent Risk, CAC Specialty
Russell Genet, Director, Longford Capital
Phil Hartstein, Partner, Soryn IP Capital
Anup Misra, Director, Curiam Capital

14:45 - 15:30
IP FINANCE ROUNDTABLE PART II: LEVERAGING IP TO RAISE GROWTH CAPITAL
  • New IP-backed financing options (beyond litigation finance)
  • Who’s raising IP funding? How does it match up to traditional capital?
  • Breakdown of deal diligence, valuation, and structuring
  • Understanding the interplay with insurance

Speakers:
Nick Chmielewski, Chief Broking Officer, Aon (moderator)
Kimberly Cauthorn, IP Leader, WTW
D. Alexander Ewing, COO & General Counsel, LiquiGlide
Christopher Lipuma, Director, Fortress Investment Group
Drew Malozzi, Managing Director and Founder, Atlas Credit Partners

15:30 - 16:00
Networking Break
16:00 - 16:45
BUILDING A MODERN DAY MONETIZABLE IP PORTFOLIO
  • Protecting innovation in the U.S. – is it still worth patenting?
  • When is it best to protect as a trade secret and how?
  • Seeking protection outside the U.S. in critical spots
  • Best practices in managing the portfolio

Speakers:
Cyrus Morton, Partner, Robins Kaplan (moderator)
Glenn Edwards, VP, Chief IP Counsel, Trane Technologies
Lorie Goins, Director of IP Strategy, Kyndryl
William LaFontaine, General Manager, IP, IBM
Michael Waltrip, Managing Director, IP Strategy & Commercialization, Xerox

16:45 - 17:45
THE NPE DEBATE: WHAT’S THE VALUE OF IP LICENSING AS A BUSINESS
  • Who should license IP and why? 
  • Should there be a secondary market for IP?
  • What’s the interplay with politics and other interests?
  • What’s really best for innovation? How about global competition?

Speakers:
Emily Hostage, Director, Industry Relations, Columbia University (moderator)
Vishal Amin, Head of IP Policy, Intel
Marc Booth, Chief IP Officer, Acacia Research Group
Francis Rushford, Managing Director, Pretium Partners
Timothy Wilson, Head of Patents and IP Litigation, SAS Institute

17:45 - 18:45
Networking Reception
08:00 - 08:45
Registration & Breakfast
08:45 - 09:00
Chairperson’s Day One Recap
09:00 - 09:45
SEP DEALMAKING: EXPLORING VALUES, MODELS & THE MARKET
  • Current SEP landscape
  • SEPs in the market: what’s being litigated, licensed, bought & sold?
  • At what values are SEPs being transacted in and outside of the courts?
  • Patent pools & licensing models to increase market efficiency

Speakers:
Taraneh Maghame, Founder & Principal, Maghame IP Consulting (moderator)
Leonid Kravets, Head of M&A, InterDigital
Kavon Nasabzadeh, Chief IP Officer, Offino Technologies
Hasan Rashid, Associate GC, GE Licensing

09:00 - 17:00
One-to-One Meetings

Participants can schedule 30-minute meetings in-person, virtually, or hybrid (i.e., between in-person and virtual participants) utilizing our desktop/mobile app. Registered attendees will receive an invitation to login to the app the week prior to the event.

09:45 - 10:30
SECTOR SPOTLIGHT: IP IN AUGMENTED REALITY, THE METAVERSE AND AI
  • Developments in the tech landscape
  • Building a strategic IP portfolio & dealing with patentability issues
  • Examining IP litigation trends and identifying risks
  • Patent pools, standards, and the market efficiency

Speakers:
Michael Connelly, VP of Operations, WIT Legal (moderator)
Mark Kokes, Chief Licensing Officer & General Manager Media IP Business, Adeia
Shui Li, Corporate Counsel, Cloud +AI, Microsoft
Shayne O’Reilly, Head of Licensing & Open Source, Meta
Aaron Waxler, Senior Director, Multimedia Licensing, Nokia

10:30 - 11:00
Networking Break
11:00 - 11:45
RETHINKING UNIVERSITY IP MONETIZATION: NEW OPPORTUNITIES & APPROACHES
  • Mining for the highest value patents 
  • Leveraging IP to raise capital for spinouts and startups
  • Patent assertion programs and funding partners
  • Controlling the process and communications

Speakers:
Katherine Rubino, Partner, Caldwell IP (moderator)
Stephanie Adamany, General Counsel, WARF
Orin Herskowitz, Executive Director, Columbia Technology Ventures
Lesley Millar-Nicholson, Executive Director, MIT Technology Licensing Office
Marc Sedam, VP Technology Opportunities & Ventures, NYU

11:45 - 12:30
PATENT SURVIVOR: WHAT IT TAKES TO SURVIVE A SERIES OF CHALLENGES

We’ll wrap up this year’s panels with a light-hearted and informative game designed to help the audience figure out what makes a patent valuable. Fashioned after the famous reality show series, our panel of experts will act as judges, reviewing a carefully curated selection of patents, to determine which ones get voted off the island and which ones survive. The series of challenges include the following: 

  • Does it pass the PTAB gauntlet?
  • Can it get out of the 101 maze?
  • Invalidity at trial
  • Have to have an infringement case/Is it really infringed?

Speakers:
Charles Eldering, CEO, CAsE Analysis Group (moderator)
Ari Jaffess, Partner, Liston Abramson
Vincent Rubino, Partner, Fabricant LLP
Bridget Smith, Assistant General Counsel, IP, Relativity Space
Jonathan Stroud, General Counsel, Unified Patents

12:30 - 14:00
Networking Luncheon
14:00 - 16:00
NEW! OPEN WORKSHOP LOUNGE

Join us for our new open workshop lounge – designed as an alternative to one-to-one meetings for those who prefer connecting informally or in groups. We invite you to grab a seat at one of our roundtables, where you and your colleagues can brainstorm, problem solve, discuss opportunities, or just hang out. Snacks and refreshments will be provided, but BYOT (bring your own topic) for discussion!

14:00 - 16:00
One-to-One Meetings Continue
16:00 - 17:00
Closing Reception
17:00
Event Concludes
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