Hot Topics in Patent Licensing & Litigation
Wednesday, March 28, 2018
11:30 a.m. – 12:30 p.m. – Registration & Networking Lunch
12:30 p.m. – 2:00 p.m. – Program
Crowne Plaza Hotel, Palo Alto, CA
Thank you to our sponsor:
PRESENTATION
Program:
The world of patent licensing and litigation continues to evolve, with significant impacts on the value – and the process of valuing and monetizing – patents. Topics of discussion will include: trends in how patents are valued; globalization, international trade, and international enforcement of patent rights; and the impact of trends in venue, use of ITC and more…
Panelists:
Robert Heath, most recently served as Chief Strategy Officer and Executive Vice President, RPX Corporation
Robert also served as the Chief Financial Officer and as Senior Vice President of Corporate Development at RPX Corporation where he was the principal architect for nearly $1.5 billion of syndicated licensing transactions. Prior to RPX, he served as Head of Strategy and Global M&A for Technicolor, where he oversaw an acquisition and divestiture program that refocused it from consumer electronics to services and technology licensing. He has extensive experience as an investment banker, focused on technology and growth companies at Kidder Peabody, SG Warburg and Robertson Stephens. During his investment banking career, he worked in corporate finance and mergers and acquisitions, completed deals with more than $10 billion in transaction value. he began his career as a Litigation Technology Consultant with Price Waterhouse, where he designed computerized systems to support document discovery and expert witness testimony in complex, multi-plaintiff litigation. He received his MBA from the University of Chicago Booth School of Business and his BA from Harvard College.
Jeff Homrig, Partner, Chair of the Silicon Valley Litigation & Trial Department, Latham & Watkins
Jeff tries complex and high-stakes intellectual property and commercial cases around the country for some of the world’s most innovative companies. He has deep experience litigating technology cases of all kinds, including those involving patents, trade secrets and contract claims, with particular experience in patent cases. He has defeated billions of dollars in claims against his clients. He has tried cases across the country, including in state and federal courts in California, Delaware, Texas and the International Trade Commission. Jeff is an adjunct lecturer at UC Berkeley School of Law, where he teaches the Patent Litigation II course. He also co-authored the Federal Judicial Center’s how-to guide for federal judges on patent litigation. Mr. Homrig served as a deputy district attorney for Santa Clara County in 2007, where he was lead trial counsel in criminal cases and took numerous jury and bench trials to verdict. His pro bono work includes representing veterans and their dependents in cases relating to disability benefits and discrimination
Julia Rowe, Director, Intellectual Property Disputes and Advisory Services, Duff & Phelps
Julia has a unique blend of public policy, valuation, and litigation experience and specializes in the valuation of intellectual property. In a wide range of settings—including licensing negotiations, business strategy, financial reporting, the International Trade Commission, Federal Court, State Court and Arbitration, Julia has performed business and asset valuations, economic and financial analyses, and licensing-related consulting services. Her industry experience includes computer hardware and software, e-commerce, medical devices, telecommunications, and much more. Julia has served as a consultant through trial and jury verdict in several high-profile cases involving patent infringement, copyright infringement, and theft of trade secrets. She has extensive experience analyzing international trade issues (including public interest, domestic industry and bonding), lost profits, reasonable royalties, and unjust enrichment damages. Julia has also valued privately-held interests and has served in a variety of commercial litigation matters involving breach of contract, unfair competition, and corporate fraud.
Ray Strimaitis, Vice President of Corporate Development & Global Strategy, Allied Security Trust
Ray currently serves as Vice President at AST where he oversees Corporate Development & Global Strategy. Previously, he served as Vice President of Intellectual Property and Deputy General Counsel for Yahoo, and as Vice President of Excalibur IP, LLC. He led a global team of IP professionals and was responsible for all IP matters at Yahoo and Excalibur. As part of his role, he was responsible for setting patent strategy, monetizing the Yahoo and Excalibur patent portfolios, managing patent risk, guiding patent advocacy and overseeing all trademark/copyright matters. During his tenure at Yahoo, Ray successfully established and led a program to monetize Yahoo patents that generated $600 million in patent sales and license transactions. In 2016 he led the effort to form Excalibur IP, LLC – a wholly owned Yahoo subsidiary that was created to further optimize patent value to Yahoo shareholders. Before joining Yahoo, Ray served in various legal, management and patent monetization roles at IBM.
Moderator: Lynne Weber, Ph.D., Managing Director, Strategic Value Advisory, Duff & Phelps
Lynne is a managing director in the Strategic Value Advisory practice of Duff & Phelps with 37 years of consulting experience involving analysis of marketing, product development, partnering, M&A, IP and/or business strategies. In the realm of IP, she develops financial projections and conducts commercial due diligence to support IP valuation, licensing negotiations, acquisition of IP portfolios, and IP investment strategy. Lynne also serves an expert witness on surveys and market analyses for patent, contract, anti-trust, trademark, false advertising, trade secret and product liability disputes. Prior to joining Duff & Phelps, Lynne was a managing director at Standard & Poor’s and a principal at PricewaterhouseCoopers LLP. Lynne received her Ph.D. in operations research and her M.S. in statistics from Stanford University and her B.A. in math from Cornell University
CLE: 1.5 hours CLE credit available.