COMMERCIALIZING
INTELLECTUAL PROPERTY

Conference in Detail
Wednesday • June 25, 2003

8:30	Introduction and Overview Techniques for using Intellectual Property to generate new revenues and raise capital	John M. Benassi, Esq. Program Co-Chair Paul, Hastings, Janofsky & Walker LLP San Diego, CA Daniel C. Minteer, Esq. Program Co-Chair Pillsbury Winthrop LLP San Diego, CA
8:45	A Different Mindset in Creating, Recognizing, Capturing and Managing Intellectual Property
	• Management perspective: Re-thinking traditional uses for your IP; formulating IP policies and strategies for your enterprise; managing your IP portfolio to optimize potential licensing value at minimum cost	Thomas R. Rouse, Esq. QUALCOMM, Inc. San Diego, CA
	• Consultant’s perspective	Catherine F. de Madrid Director KPMG San Francisco, CA
9:45	Due Diligence and Intellectual Property Audits Checklist for assessing IP assets, clarifying ownership issues, and ensuring that appropriate mechanisms are in place to protect them	Michael S. Kagnoff, Esq. Heller Ehrman White & McAuliffe LLP San Diego, CA
10:30	Break
10:45	Special Considerations for Commercializing Software Developed for Internal Use An issue spotter’s guide for avoiding major problems (e.g. misuse of open source code)	Michael G. Rhodes, Esq. Cooley Godward LLP San Diego, CA
11:15	Valuation Techniques
	• Role of traditional and emerging valuation techniques; compliance with new standards such as FASB 142	Robert (Russ) O’Haver, Ph.D. Vice President National Economic Research Associates, Inc. White Plains, NY
	• Lawyer’s perspective on qualitative and quantitative aspects	Wayne B. Brown, Esq. Quest Diagnostics, Inc. San Juan Capistrano, CA
12:15	Lunch (on your own)
1:30	Commercializing IP Through a Venture-Backed Start-Up Company
	• Common IP blunders made by start-up companies and how to avoid them	Katherine White, Esq. Enterprise Partners Venture Capital La Jolla, CA
	• IP as collateral in debt financing	Christopher J. Woolley Senior Vice President and Regional Manager Comerica Bank San Diego, CA
3:00	Break
3:15	Perfecting Security Interests and Avoiding Potential Problems Procedures for perfecting various kinds of IP; pitfalls that arise when lenders require transfer of IP (e.g. invalidation of trademarks) and alternative solutions to avoid them; negotiating representations and warranties	Troy Zander, Esq. GrayCary San Diego, CA
3:45	Putting It All Together
	• A case study walk-through of the business and legal steps from creation of IP through commercialization to generate revenues and raise capital	Daniel C. Minteer, Esq. Moderator, Program Co-Chair
	• Management perspective	Mark S. Walker, Esq. Gateway, Inc. Poway, CA
	• Outside counsel	John M. Benassi, Esq. Program Co-Chair VC perspective Carl Eibl Managing Director and COO Enterprise Partners Venture Capital La Jolla, CA
5:00	Adjourn

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