“Using Your IP to Raise Capital”
Wednesday, February 26, 2020
Location & Host: KPMG, Santa Clara, CA
11:30 a.m. – 12:30 p.m. – Registration & Networking Lunch
12:30 p.m. – 2:00 p.m. – Program
PRESENTATION
PROGRAM: Entrepreneurial companies, both large and small, are often looking to raise additional capital to fund expansion or to cover operating costs while they build out their products. Those that have invested in their patent portfolios now have a new way to raise capital using their Intellectual Property. Innovative funders can provide fresh operating capital based on the company’s IP portfolio; the funders obtain a return on their investment through licensing or enforcement of the patents. This model does not require the issuance of new equity, nor the payment of interest, as other capital funding models do. The program will discuss the parameters of this funding model, including benefits and risks, and how it compares with other methods of raising capital.
PANEL: Michael Kallus, Senior Investment Manager, Woodsford Litigation FundingMichael identifies claims that require financing and assess their value and merits. He was formerly an asset Manager for Fortress Investment Group, and a patent litigator with the Boston office of Fish & Richardson.
Mitchell Rosenfeld, Director, Houlihan Lokey Mitchell is a member of Houlihan Lokey’s Tech+IP Advisory practice. He has over 25 years of experience in every stage of the patent process, from initial invention, patent prosecution, exercising patent rights through licensing, sale, and litigation. Previously he was a Managing Director at Black Stone IP, a boutique investment bank focused on valuing and trading technology and IP assets.
Moderator: Michael Zachary, Partner, Bunsow De Mory LLP Michael focuses his practice on intellectual property litigation and licensing, and regularly represents clients in patent infringement, trade secret, trademark and other intellectual property litigation cases. He counsels clients on a variety of technology and intellectual property agreements, including design and development, manufacturing and supply, product evaluation, and patent and trademark license agreements. He has represented large, mid-size, and start-up companies based in the United States, Japan and Europe, including Volkswagen, Bradium, Skype, Amazon, Wacom, PRISM Pharma and Boston Scientific.
CLE: 1.5 hours CLE credit available.
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