IP Value Summit 2018 - Agenda

Location The Lodge at Torrey Pines, 11480 North Torrey Pines Road

La Jolla, CA 92037

Calendar November 28-29, 2018

Wednesday, November 28, 2018

4:00 p.m. - 6:00 p.m. 

Registration 

6:00 p.m. - 8:00 p.m. 

Welcome Reception

Thursday, November 29, 2018

8:00 a.m. - 9:15 a.m.

Registration and Breakfast 

9:15 a.m. - 9:30 a.m. 

Welcome

9:30 a.m. - 10:30 a.m. 

Opening Keynote

10:30 a.m. - 10:45 a.m. 

Break

10:45 a.m. - 12:00 p.m. 

Panel Discussion – IP of the Future: Discussion of Issues for Disruptive Technologies

12:00 p.m. - 1:00 p.m. 

Lunch and Networking

1:00 p.m. - 5:00 p.m. 

Breakout Sessions 

Session 1
1:00 p.m. - 1:50 p.m. 

Valuation and M&A

Early Stage Life Sciences Deals: Trends, Challenges and Valuation Issues

We will address trends, innovative structures and challenges for early stage life sciences transactions. Large numbers of deals are now being made at early stages in the product development process, and at prices that continue to grow. Valuation has become critical to ensuring that the risks and rewards are appropriately shared among the buyer and seller. Our panel will address these and other issues related to successfully structuring and executing early stage life sciences deals.

Tax and Transfer Pricing 

Altera-Egos: UnBEATable IP Planning in an Uncertain World

Tax and transfer pricing professionals will engage in a wide-ranging discussion on a variety of topics related to IP planning. Topics may include the Altera case; aspects of the 2017 Tax Cuts and Jobs Act such as BEAT, GILTI and FDII; the latest on new regulations released by the IRS; and usual suspects such as the outlook for the arm’s-length standard.

Litigation and Licensing

Hot Topics in Patent Litigation

The landscape of patent licensing and litigation continues to evolve. Our distinguished panel will discuss U.S. and global trends in valuing and monetizing patents and their impact on business and litigation strategy in patent disputes.

1:50 p.m. - 1:55 p.m. 

Break

Session 2
1:55 p.m. - 2:45 p.m. 

 

Valuation and M&A

Cryptocurrency: Current Issues and Trends

Due to the growing popular appeal of cryptocurrency, it has become increasingly important to try to understand the factors that influence its value formation. While the price of various cryptocurrencies has fluctuated wildly over the past couple of years, the market has grown rapidly and they are recognized as an emerging asset class. As such, the ability to value cryptocurrencies is becoming critical. Join us to explore the issues in valuing cryptocurrencies and how experts are addressing them. Further, we will discuss how companies are addressing these issues during the M&A process.

Tax and Transfer Pricing 

Data’s Fingers in the Digitizing Economy Pie

How valuable is data? What are Digital PE’s? An update on latest legislation and proposals to tax the digitizing economy with a look at data’s value and contributions in increasingly digitized business models, and its impact on tax, transfer pricing and valuation.

Litigation and Licensing

 

Entertainment Licensing and Legal Developments

The panel will discuss the latest developments in entertainment law and licensing and will address how litigators and in-house counsel work in the changing framework. The discussion will include best practices for valuing content as well as how the industry has reacted to new technologies, like digital content, and whether these technologies have implications for copyright, publicity, and privacy rights.

2:45 p.m. - 2:55 p.m. 

Break


Session 3

2:55 p.m. - 3:45 p.m.

 

Valuation and M&A

Private Equity, the Technology Sector and Intellectual Property

Private equity buyouts and tuck-in acquisitions in the technology sector have been continually growing in the M&A market in both frequency and size. We will address the following questions with a panel of Private Equity investors and professionals from Private Equity owned companies: What do Private Equity buyers look for? What role does Intellectual Property play in such transactions? What importance is placed on patent portfolios? What makes a good consolidation candidate? What could companies be doing to make them more attractive to private markets? How does intellectual property strategy vary from the public to the private markets?

Tax and Transfer Pricing 

Blockchain: A Tax and Transfer Pricing Primer

While cryptocurrencies draw media attention, the blockchain is poised to initiate a broader transformation of business, finance and government institutions. What is blockchain and what are crypto assets? How are these likely to become part of your business? What are the key considerations for tax planning, transfer pricing and valuation?

Litigation and Licensing

IP Portfolio Management

Organizations are reshaping their IP portfolio management strategies given the shift in IP landscape over the last five years. There is a significant push towards higher quality patents in an effort to avoid validity challenges and mitigate IPR threats. Data analytics and business intelligence tools have enabled digitization of data across the entire fabric of the legal profession. And adopting a holistic view of the right IP portfolio mix has become increasingly important in today’s global marketplace. This panel will explore how the changing IP landscape has shaped a global approach to IP portfolio management strategies.

3:45 p.m. - 4:00 p.m.

Break

4:00 p.m. - 5:00 p.m. 

Closing Keynote

Stephen Lee, Assistant General Counsel, Intellectual Property, Target Corporation

5:00 p.m. - 6.00 p.m.

Farewell Reception 

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