Featuring Speakers From: The Ninth Annual Conference on • DLA Piper LLP • Feinberg Day Alberti & Thompson LLP Best Practices in • Fortress Investment Group LLC • Fulcrum Legal Services PLLC • General Electric Company • Goldman, Sachs & Co. Monetization • Kirkland & Ellis LLP • Kudelski Group Strategies to maximize the financial value of patent portfolios • Lumen SV, LLC • Ocean Tomo, LLC • Ovidian Group, LLC • Pepper Hamilton LLP • Perkins Coie LLP March 6 & 7, 2014 • Quant Economics, Inc. • Reed Smith LLP San Francisco, California • RPX Corporation University Club of San Francisco • Schwegman Lundberg Woessner • TM Financial Forensics, LLC Credits: • Transpacific Advisors Limited CA 12.5 MCLE (call about others) Quick when/where: 8:30 a.m., 800 Powell Street

Best Practices in Patent Monetization Conference March 6 & 7, 2014 | San Francisco, California University Club of San Francisco

Yes! Please register me: 800 Fifth Avenue, Suite 101 | Seattle, WA 98104 Name: ______206.567.4490 | fax 206.567.5058 | www.lawseminars.com Email: ______

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8:00 Registration Opens 1:45 Valuing the Assets: Methodological Options and Guidance from Recent Cases 8:30 Introduction & Overview Recent court and ITC decisions on damages and impact of patent William Goldman, Esq., Program Co-Chair values; special considerations for valuing standards essential VP, Intellectual Property Kudelski Group ~ Mountain View, CA Elizabeth A. Dean, Vice President Amy E. Simpson, Esq., Program Co-Chair TM Financial Forensics, LLC ~ San Francisco, CA Perkins Coie LLP ~ San Diego, CA 8:45 Update on Current Patent Markets: Options and Trends Tips for picking the best valuation method for the type of asset and structuring the transaction to fit the method Sales, licensing, collaborations and new creative approaches; the Ryan Sullivan, Ph.D., President growth of patent brokerage as a business Quant Economics, Inc. ~ San Diego, CA Eran Zur, Head of the Intellectual Property Finance Group 3:15 Break Fortress Investment Group LLC ~ San Francisco, CA 3:30 Effective PTO/PTAB Practice Under the AIA and It’s 9:30 Organizational Readiness: Building a World Class Importance to Your Monetization Program Monetization Team Prosecution techniques: Processes available for strengthening Working toward small but effective: Putting the right talent in the portfolio; continuations and retroactive claiming; optimizing place for functions from portfolio review through strategy devel- specifications; minimizing PTO delays opment and execution Timothy E. Bianchi, Esq. Joseph Siino, Esq., CEO Schwegman Lundberg Woessner ~ Minneapolis, MN Ovidian Group, LLC ~ Berkeley, CA 10:15 Break Defensive steps to take before approaching buyers/licensees: Tips for minimizing the risk of your prospect that will stall your 10:30 Special Address: Looking to the Future of the monetization program by filing PTO validity challenges Intellectual Property Marketplace Marc S. Kaufman, Esq. Reed Smith LLP ~ Washington, DC Where we will be in 2020 5:00 Continue the Exchange of Ideas: Reception for Faculty James E. Malackowski, Chairman and CEO and Attendees Ocean Tomo, LLC ~ Chicago, IL 11:15 Selecting the Assets: Initial Triage to Get to the Point Sponsored by Perkins Coie LLP Where You Can Think About Monetization Models

William D. Belanger, Esq. Pepper Hamilton LLP ~ Boston, MA Robert Heath, VP, Corporate Development RPX Corporation ~ San Francisco, CA 12:30 Lunch (on your own)

About the Conference

Now, more than ever, companies are following alternative paths to monetize patents that would otherwise sit Presents on the shelf. There has been a shift in the market away from high profile acquisitions to more comprehensive and creative monetization strategies that include licensing augmented by litigation, and also a corresponding Live Seminars shift to more flexible deal structures. As such, companies need well-conceived strategies to develop, grow and Sometimes you just leverage their core assets in the market for competitive and financial gain. tm have to be in the same room This conference will explore patent strategies across the monetization spectrum. Our faculty includes the country’s leading patent strategists, buyers and market makers who will share their insights and experiences TeleBriefings around patent portfolio development, analysis, sales and other transactions. One hour expert tm Attendees will learn tips and strategies to maximize the strategic and financial value from their portfolios, analyses by phone manage the buying and selling process, conduct due diligence, manage risks and participate successfully in the market-making process. Don’t miss this valuable opportunity to hear strategies and practice tips for mon- etizing your patents. Tel: 206-567-4490 www.lawseminars.com Program Co-Chairs: William Goldman, Esq., Kudelski Group and Amy E. Simpson, Esq., Perkins Coie LLP Friday, March 07, 2014 Best Practices in Patent Monetization Conference

8:30 Enforcement Litigation as a Strategic Tool in 12:45 Seller Due Diligence and Pitfalls to Avoid Monetization: Lessons from Recent Cases Anticipating and delivering what buyers want: Title and file his- Cases brought by operating companies tory review; identifying encumbrances; building a prospectus; articulating value Russell E. Levine, P.C., Esq. Kirkland & Ellis LLP ~ Chicago, IL Keith A. Walker, Esq. VP, Intellectual Asset Management, GE Licensing Cases brought by patent assertion entities (PAE’s) and other non- General Electric Company ~ Albany, NY practicing entities (NPE’s) Inventor ownership; title problems; approaches to encumbrances; Timothy Lohse, Esq. do survive a sale?; timeline for negotiation and closing DLA Piper LLP ~ East Palo Alto, CA of a patent sale; pre-thinking ways to maintain privilege for com- munications in the sale process; Uled and grantback licenses New developments at the intersection of patent rights and antitrust law: To what extent are there anti-trust limits on patent Kurt Becker, Esq. enforcement? For standards essential patents, when does the duty Fulcrum Legal Services PLLC ~ Bellevue, WA to flow downstream? Tips for participation in standards setting organizations or other Ian Feinberg, Esq. forms of collaboration: Information you can withhold vs. must Feinberg Day Alberti & Thompson LLP ~ Palo Alto, CA disclose; practical implications of the AIA’s switch to first to file 10:30 Break from first to invent Michael Pierantozzi, Partner 10:45 International Monetization: How Do Differences in Lumen SV, LLC; Andiamo Associates, LLC Enforcement Regimes Affect the Patent Market Place? Mountain View, CA What Does that Suggest for U.S. Transactions? 2:30 Break Overview of regional differences in the effectiveness of enforce- ment mechanisms; implications for U.S. monetization strategies 2:45 Putting It All Together: Taking a Creative Approach to in situations where enforcement litigation is not an attractive Monetization Models option; impact of those differences on patent values Creative thinking from around the country and different technol- Donald Merino, Ph.D., Managing Director and Founder ogy sectors on new and effective strategies for using patents as Transpacific Advisors Limited ~ Taipei, Taiwan financial tools 11:30 Lunch (on your own) David N. Lawrence, Esq., Associate General Counsel Goldman, Sachs & Co. ~ New York, NY John A. Squires, Esq. Perkins Coie LLP ~ New York, NY

4:00 EvaluationsUpcoming and Adjourn Seminars: Three Easy Ways to Register Online: www.lawseminars.com Tribal Water in California March 17-18, 2014 Cabazon, CA Phone: (206) 567-4490

Fax: (206) 567-5058 Strategies for Navigating Risks in Data and Technology Transactions March 27-28, 2014 Atlanta, GA See more at www.lawseminars.com

Registration & Other Conference Information Tuition: Continuing Education Credits: To Register: Regular tuition for this that time, we will credit your tuition program is $1245 with a group rate of toward attendance at another program Live credits: Law Seminars Call us at: 206-567-4490 $935 each for two or more registrants or the purchase of a Homestudy. International is a State Bar of from the same firm. For government There is a $25 cancellation fee for California approved MCLE pro- Fax the registration form to us at: 206-567-5058 employees, we offer a special rate of Course Materials orders and $50 for vider. This program qualifies for $830. For students and people in their Homestudy orders. 12.5 California MCLE credits. Upon Email us at: job for less than a year, our rate is Seminar Location: request, we will apply for, or help [email protected] $622.50. All rates include admission The confer- you apply for, CLE credits in other Online: www.lawseminars.com to all seminar sessions, food and bev- ence will be held at the University states and other types of credits. erages at breaks, and all course mate- Club of San Francisco at 800 Powell Mail the registration form on the Street in San Francisco, CA 94108. If You Cannot Attend: Our com- front page. rials. Make checks payable to Law Seminars International. Call the hotel directly at (415) 781- plete Homestudy Course, consisting Walk-ins are welcome, subject to 0900 for reservations at the special of a DVD recording and the course space availability. Substitution & Cancellation: negotiated rate of $199 and men- materials, is available for $1255. Registration is complete when You may substitute another person at tion that you are attending a Law The course materials alone are avail- we receive payment or agree to any time. We will refund tuition, less Seminars International conference. able for $100. We will ship your later payment. a $50 cancellation fee, if we receive Rooms are on a first come, first Homestudy order via UPS ground your cancellation by 5:00 p.m. on served basis. within two weeks after the seminar or Friday, February 28, 2014. After from the date we receive payment. Faculty: Best Practices in Patent Monetization Conference March 6 & 7, 2014 San Francisco, California William Goldman, Program ters including patents, trademarks, companies and universities to help Co-Chair, Vice President, and trade secrets. them understand the value of their University Club of Intellectual Property at Kudelski inventions and the paths towards San Francisco Ian Feinberg, partner at Feinberg Group, is an intellectual property monetization. Previously, he was 800 Powell Street strategist and leader in complex IP Day Alberti & Thompson LLP, at Intellectual Ventures as VP and portfolio assessment, IP litigation focuses on patent, , General Manager for IP. (415) 781-0900 and IP case analysis, with exper- trademark and trade secret litiga- tise in planning, developing, and tion in licensing, unfair competi- Michael Pierantozzi, tech- executing winning IP licensing tion and antitrust. His practice is nology entrepreneur and intel- Who Should Attend: and enforcement strategies. focused in the software and semi- lectual property business strate- conductor industries. gist and transaction expert, runs Attorneys and business executives Amy E. Simpson, Program his own consulting firm, Andiamo involved with patent transactions Robert Heath, Vice President, Co-Chair, partner in the Patent Associates, LLC, and is Partner or other monetization mechanisms Litigation group at Perkins Coie Corporate Development at RPX at Lumen SV, LLC and also at LLP, specializes in intellectual Corporation, is experienced as Aqua Licensing, LLC. His focus property matters including patent an investment banker, focused is in helping clients realize the litigation, intellectual property due on technology and growth com- value in their ideas, inventions and You Will Learn About: panies. Previously, he was Head diligence, patent prosecution and business. • Updates on current patent of Strategy and Global M&A for procurement, and strategic client markets: Options and trends counseling. Technicolor. Joseph Siino, CEO and founder of Ovidian Group, LLC, has man- • Organizational readiness: James E. Malackowski, Special Marc S. Kaufman, partner at aged IP deals collectively valued Reed Smith LLP, assists clients Building a world class Address, is the Chairman and Chief in the billions of dollars and pro- monetization team Executive Officer of Ocean Tomo, in managing and monetizing their vided strategic IP guidance to tech- LLC, an integrated Intellectual intellectual property assets and in nology firms. Previously, he was • Selecting the assets: Initial Capital Merchant Banc firm pro- defending against patent assertions. Yahoo!’s first-ever Senior VP of triage to get to the point He has developed structured pro- viding financial products and ser- global intellectual property. where you can think about cedures for defining and executing vices related to intellectual prop- monetization models erty expert services, research, intellectual property strategies that John A. Squires, partner, Perkins investments, risk management and are aligned with overall business Coie LLP, advises clients on pat- • Valuing the assets: transactions. objectives. ents, branding and trademark Methodological options and issues, operational and technology guidance from recent cases Kurt Becker, lead attorney at David N. Lawrence is Associate matters, and licensing transactions Fulcrum Legal Services PLLC, General Counsel at Goldman, and investment due diligence, and • Effective PTO/PTAB practice has been involved in over 1000 Sachs & Co. has worked on large-scale patent under the AIA patent purchases and has designed infringement litigation and tech- Russell E. Levine, partner, creative structures for acquisitions nology. Previously, he founded the • Enforcement litigation as a Kirkland & Ellis LLP, focuses his and licensing deals. Previously, patent practice at Goldman Sachs. strategic tool in monetization trial, appellate and alternative dis- he was in several Chief Counsel pute resolution practice on patent positions at Intellectual Ventures Ryan Sullivan, Ph.D. is the • International monetization infringement and disputes involv- before founding Fulcrum Legal President at Quant Economics, ing technology transfer and patent • Seller due diligence and pitfalls Services. Inc., a professional services firm license agreements. His technol- that leverages economics, finance, to avoid William D. Belanger, ogy transfer and licensing practice partner and statistics for strategic decision • Taking a creative approach to includes structuring and negotiat- making, economic damages analy- and Co-Chair of the Intellectual monetization models Property Department, Pepper ing both licensing-in and licens- sis and expert witness services. Hamilton LLP, concentrates in ing-out transactions. patent litigation, licensing and Keith A. Walker, Vice President, Timothy Lohse, partner at DLA client counseling on intellectual Intellectual Asset Management in To Register: Piper LLP, provides patent prepa- property. GE Licensing at General Electric ration and prosecution in software Company is responsible for due Mail Timothy E. Bianchi, share- and related technologies, including diligence and monetization of pat- 800 Fifth Ave., Suite 101 holder at Schwegman Lundberg microprocessor branch prediction, ent assets. Previously, he was a Seattle, WA 98104 Woessner, advises businesses in computer cache memory replace- Principal at CRA, focused on the Phone domestic and international pat- ment strategies, database storage analysis and valuation of patents. (206) 567-4490 enting, reexamination, opinions, systems and database architectures, Eran Zur Fax licensing and enforcement. and wireless applications. is head of the (206) 567-5058 Intellectual Property Finance Elizabeth A. Dean, Vice Donald Merino, Ph.D., Group at Fortress Investment Email President and founding member of Managing Director and Founder Group, LLC that is pioneering [email protected] TM Financial Forensics, LLC, is of Transpacific Advisors Limited, a patent-based lending model. Online leads the team on licensing and experienced in commercial dam- Previously, he was President and www.lawseminars.com ages and intellectual property mat- advisory business. He develops Co-Founder of RPX Corporation. programs that work with inventors, ©2013 Law Seminars International

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