Capturing the Value of Intangible Assets  

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10th Annual ipCG Thought Leadership Conference
November 7-9, 2012

Business results are increasingly driven by intangible assets.
This year's conference will examine how to capture more value from these assets through a transformative process.

This year’s Thought Leadership Conference will be different. Feedback from prior years suggested that the proceedings be even more interactive.

In response, the initial session will include a presentation and discussion of the results of a survey regarding how intangible assets are managed and utilized by various organizations attending this year's conference.

Each subsequent session will be comprised of a 20-minute “framing” presentation followed by an interactive discussion among the attendees focusing on a key aspect of this year’s agenda. We have paired a senior business executive with a senior member of ipCapital Group to lead each discussion.

The keynote presenter, back by popular demand, will be ipCapital Group board member Marshall Phelps.

We will use a paperless format this year. Each attendee will receive a “pre-loaded” electronic tablet when they check-in for the conference. The tablet will contain a welcome message from John and Robert, the Managing Directors of ipCapital Group, the agenda, all presentations and the results of the pre-conference survey. A summary of each session will be made available at the conclusion of the meeting.

Wednesday, November 7th

3:00-6:00pm           Registration and Resort Check-In

6:00-7:00pm           Wine & Vermont Artisan Cheese Reception (Tamarack A&B)

7:00-8:30pm           Welcome Dinner (Oak / Alder / Sugar Maple / Mountain Birch Rooms)

Thursday, November 8th

7:15-8:45am             Networking Breakfast

9:00 - 10:30am         Nancy Cronin, Principal Partner ipCapital Group
                                What keeps you awake at night about your intangible assets and how they are managed? Presentation of results from attendee’s pre-conference survey.

10:30-11:00am         Networking break

11:00- 12:30pm        Terry Adams, Assistant Vice President, Intellectual Property, Nestlé Corporation & Nancy Cronin
                                 Managing the forces and factors that can impact intangible assets needs to be an active, not passive, process. How do you connect internal and external constituencies responsible for the creation and use of intangible assets?

12:30-1:45pm          Networking lunch

1:45-3:15pm             Martha Ries, General Counsel and Chief Compliance Officer, ipCreate Inc. Former Director, Intellectual Property, The
Boeing Company & John Cronin, Managing Director & Chairman, ipCapital Group
                                Business strategies should serve as a filter to evaluate and make decisions about intangible assets. How can you align different points of view among business leaders to ensure value can be achieved?

3:15-3:45pm          Networking Break

3:45-5:00pm          Marshall Phelps, Jr. Keynote Speaker, Board Member of ipCapital Group
                              Transforming intellectual property into a real source of business value is very hard to do. What do you need to do to be successful?

5:00-6:15pm          Break

6:15-7:15pm         Cocktail Reception

7:15-8:30pm         Dinner

Friday, November 9th

7:15-8:45am         Networking Breakfast

9:00- 10:30am      Pete Conley, Managing Director, COO, ipCreate Inc. & Jed Cahill, Director, ipCapital Group
                            Capitalizing on the value of intangible assets requires focus on the results desired by the business along with a clearly articulated I.P. story for shareholders. How do you deliver a consistent, powerful message?

10:30-11:00am     Networking Break

11:00-12:30pm     Dr. William Lehr, Economist and Industry Consultant, Massachusetts Institute of Technology & Adam Bulakowski, Senior Manager, ipCapital Group
                             If measuring is managing, how do we value IP assets? And how does valuation influence a company’s strategy?

12:30-1:30pm      Closing Luncheon

Nestle Corporation

Terry Adams is the Assistant Vice President for Technology Intellectual Property at Nestlé’s Head office located in Vevey, Switzerland. Mr. Adams has spent his entire career in the consumer products industry developing products in dozens of different product categories for countries all over the world. He began his professional career at the Procter and Gamble Corporation in Cincinnati, Ohio as a product researcher in the Soaps and Detergents Division. He became Group Leader in the Liquid Dish Detergent Division in 1991. In 1994, Mr. Adams joined the Dial Corporation (Now a company of Henkel KGaA) in Scottsdale, Arizona where he became the Manager of Process Development for the Personal Care Division. He was later appointed Manager of International Technology Coordination covering all of Dial’s product categories. In 1998, Mr. Adams joined the Kimberly-Clark Corporation as a Research Manager for the Feminine Care Sector managing North American and International product development efforts. He joined Kimberly-Clark’s Child Care Sector in 2000 and in 2001 joined the Family Care Sector as the Global Interface Manager. Mr. Adams was later appointed the Senior Research Manager of the Global Intellectual Asset Management (GIAM) Team where he provided strategic coordination of Kimberly-Clark's 3500 patent families and other global intellectual assets across a range of technologies. Mr. Adams joined Nestlé in July 2006 in his current role to lead the Technology Intellectual Property (TIP) function that has a network across 18 technology centers in 8 countries. Mr. Adams received his B.S. and M.S. degrees in chemical engineering from Howard University (Washington, D.C.) in 1985 and 1988 respectively. Mr. Adams was born in Pensacola.

Graphon Corporation

Timothy “Tim” Brisson, General Patent Counsel, has been GraphOn's general patent counsel since 2005. Since then, Tim has been involved in all aspects of GraphOn's patent activity, including drafting, prosecution, enforcement, and licensing. Prior to joining GraphOn, Tim was in private practice representing inventors and companies in the high tech arena. Prior to his career in patent law, Tim worked for a number of years at Music Interface Technologies as an electrical engineer, developing and designing audio/video cables and power conditioning technology, and was awarded several patents for his designs. He also developed and presented technical training materials to their worldwide network of dealers and distributors.

Tim is also an active musician, playing guitar for 30 years. Currently, Tim serves as the musical director and arranger for Foxtrot Mary, a 9-piece band with horns he founded that is dedicated to the preserving the sound of Memphis soul and the music of Stax Records. He has performed with many leading blues musicians, and appeared with Frankie Lee at the 2007 Blues Music Awards, serving as his band leader for several years.

Tim received his law degree from McGeorge School of Law (With Distinction), in Sacramento, CA, and a B.S. in Engineering-Physics from University of the Pacific, in Stockton, CA. Tim is licensed to practice law in both California and Nevada, and to practice before the U.S. Patent and Trademark Office.

ipCreate Inc.

Peter “Pete” Conley, Chief Operating Officer, brings to ipCreate over 25 years of investment banking, investment research and capital markets experience, having led the financing of over 200 small-cap technology companies totaling over $4 billion. In addition to his investment banking experience, Pete has focused the past 10 years in patent research and IP-related investment analysis, where he has emerged as a thought leader and has been quoted in Bloomberg, Wall Street Journal, Business Week, New York Times, CNBC, Pension & Investments and other financial media. Prior to ipCreate, Pete was Senior Managing Director at MDB Capital where he worked closely with John Cronin and ipCapital Group to finance companies with valuable IP portfolios that could be further developed to maximize commercialization potential and strategic M&A value. Pete was instrumental in the development of PatentVest, a patent intelligence platform and played a key role in linking IP leadership to stock performance, and the emergence of IP as an asset class, for the investment community. Prior to MDB, Pete held senior management positions at E*Offering, the investment bank of E*Trade, and Roth Capital Partners.


Dr. William Lehr has more than 20 years of experience as a telecommunications and Internet industry economist and policy analyst. Dr. Lehr provides strategic business, investment, and policy consulting services, as well as dispute resolution and litigation support services on high-tech industry matters to public and private sector clients in the U.S. and abroad. He has provided expert witness testimony on damages, market definition, and industry economics in disputes arising from antitrust, patent, and contract claims.

In addition to his consultancy practice, Dr. Lehr is a leading academic researcher, with an appointment in the Computer Science and Artificial Intelligence Laboratory (CSAIL) at the Massachusetts Institute of Technology (MIT). At MIT, Dr. Lehr directs multidisciplinary research focused on the technical, economic and policy challenges associated with the rise of the Internet as our global communications infrastructure. He has taught graduate and executive courses on information technology and media industry economics, eCommerce business strategies, and telecommunications and broadcast regulation at MIT, Columbia University, and Cambridge University.

Dr. Lehr is a recognized international expert on the market, industry, and policy implications of events relevant to the Internet ecosystem, including such topics as the growth of mobile broadband, changing rights regimes for digital media, and the transition to next generation Internet technologies. He regularly advises senior executives and policymakers in the U.S., Europe, and elsewhere.

Dr. Lehr holds a PhD in Economics from Stanford, an MBA in Finance from the Wharton School, and MSE, BA, and BS degrees from the University of Pennsylvania.

ipCapital Group

Marshall Phelps is a Board Member of ipCapital Group. As Microsoft Corp.'s corporate vice president, IP Policy and Strategy, Phelps was responsible for setting the global Intellectual Property Strategies and Policies for Microsoft Corporation. In addition, Phelps interfaced with governments, other companies in the technology industry and outside institutions to broaden awareness of intellectual property issues. Before transitioning to this position in 2006, Phelps served as the deputy general counsel for intellectual property in Microsoft’s Legal & Corporate Affairs group, where he supervised Microsoft's intellectual property groups, including those responsible for trademarks, trade secrets, patents, licensing, standards and copyrights. He oversaw the company's management of its intellectual property portfolio, which comprises some 13,000 patents issued and more than 12,000 trademark registrations worldwide.
Phelps joined Microsoft in June 2003 after a 28-year career at IBM Corp., where he served as vice president for intellectual property and licensing. Phelps was instrumental in IBM's standards, telecommunications policy, industry relations, patent licensing program and intellectual property portfolio development. Also, Phelps helped establish IBM's Asia Pacific headquarters in Tokyo and served as the company's director of government relations in Washington, D.C.

Upon retiring from IBM in 2000, he spent two years as chairman and chief executive officer of Spencer Trask Intellectual Capital Company LLC, which specialized in spinoffs from major corporations such as Motorola Inc., Lockheed Martin Corp. and IBM. Phelps holds a Bachelor of Arts degree from Muskingum College, a Master of Science degree from Stanford Graduate School of Business and a doctorate from Cornell Law School. He is an Executive-in-Residence at the Fuqua School of Business at Duke University, and also serves on the Board of Visitors. He has also recently been asked to advise Japan’s Ministry of Economy, Trade and Industry on IP matters. And he was elected to the initial class of the Intellectual Property Hall of Fame, in 2006.

He and his wife, Eileen, divide their time between New Canaan, Connecticut, and Raleigh, North Carolina. They have two adult children and four grandchildren.

ipCreate Inc.

Martha Ries, General Counsel and Chief Compliance Officer, has over 25 years of legal and compliance experience in federal and state government, law firm, and company settings. Over the past 15 years at The Boeing Company, she held legal positions throughout the company, and served as Vice President of Ethics and Business Conduct and Vice President of Intellectual Property Management, an organization of over 140 IP professionals. During her tenure as Boeing’s enterprise IP functional leader, she managed the creation and maintenance of the global patent portfolio (which was recognized as best in aerospace & defense for the past five years), and instituted greater IP process discipline, training, compliance, and enforcement to protect Boeing’s IP. She and her team worked closely with the different businesses to formulate and implement IP strategies. Finally, Martha was responsible for meeting financial goals associated with licensing the company's IP and consistently exceeded revenue and earnings targets.



Terry Adams
Assistant Vice President, Intellectual Property
Nestlé Corporation

Timothy Brisson
General Patent Counsel
Graphon Corporation

Peter Conley
Managing Director, COO
ipCreate Inc.

Dr. William Lehr
Economist and Industry Consultant
Massachusetts Institute of Technology

Marshall Phelps, Jr.
Board Member
ipCapital Group

Martha Ries
General Counsel and Chief Compliance Officer
ipCreate Inc.
Former Director, Intellectual Property
The Boeing Company



James Ackley
Director of IP

Bruce Anderson
Associate General counsel

Jon Baker

Sue Black

Jim Bohlig
ReCommunity Energy LLC

John Bonin

Paul DiGiammarino

Sri Divakaruni
Manager, Innovation Business Development

Fred DuFresne

Angela Femmer
Trademark Manager
Brewer Science

Steve Garland

Rob Glance
Glance Law Group

Brad Goldense
Goldens Group

Neal Goldman
Goldman Capital

Raffi Gostanian

Jay Jacobs
The Rapid Group

Sharon Jones
VP of Technology

Joy Karnes
Law Office

Scott Keller
V.P.& Global Head Flavor Science, Sensory, Application Technology & Holistic Intellectual Property

Naim Khan
Director-Intellectual Property
Spielo International Canada

Amanda Kitzberger
Associate Legal Counsel

Kate Lampron
Hampton Direct

J. Scott Larson
Intellectual Property and Knowledge Management
Braskem America

Joe Long
Managing Counsel
Wells Fargo

Paul Morris
Managing Member
Deep River Ventures, LLC

Thom Nealssohn

Marty Oehlbeck
Director IP & Licensing

Raghav Ram
IP Portfolio Development
Dow Agro Sciences

Kurt Rogers
Chief Legal Officer

Rachael Schwartz
Associate Director

Petra Simoncic
IP Manager

John Squires
Perkins Coie

Simran Trana
IP Portfolio Development Leader
Dow Agro Sciences

Luis Valdes
VP BD and Licensing

David VandenEinde
Assistant Vice President, Intellectual Asset Management Leader
Cargill, Incorporated

David Wallan
Director - IP and Licensing
E I DuPont

Jim Walter
Director of Scouting and Innovation

Kent Wittenburg
Director of IP
Mitsubishi Electric Res Lab (MERL)

Greg Waite

John Mulgrew
General Cousel

Todd Turner


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