Capturing the Value of Intangible Assets Discussion Framework

Focus & Capture

the Value of Intangible Assets

Agenda

What If?

11th Annual ipCG Thought Leadership Conference November 6-8, 2013

Table of Contents Conference Theme ......................................................................................... 2

Agenda ............................................................................................................. 3

Add-on Sessions ............................................................................................... 5

Conference Sponsors

®

What if? 11th Annual ipCG Thought Leadership Conference

Conference Theme November 6-8, 2013

What if one of these approaches was your strategy?

The 2013 ipCG Thought Leadership Conference will focus on the rapidly growing importance of

IP as a unique and separate asset class and integrates the latest thinking on how to maximize

ROI from the use of IP.

The Thought Leadership Conference will examine:

• ways to use IP to protect existing businesses;

• ways to amplify IP to accelerate growth;

• ways to use IP to create sustainable market disruptions that will block competitors;

• ways to monetize IP.

November 6– 8, 2013, Stowe Mountain Lodge, Stowe, Vermont

For more details and registration go to: http://www.ipcg.com/?file=ipcgconference

Registration fee for the Thought Leadership Conference main program is $1695

(includes all receptions, meals, and materials including electronic tablet).

CaptureGrowth

Opportunities

OptimizeToday’s

Business

IP Amplification IP Disruption

Create Market

Leadership

IP Protection

Strategy

What if? 11th Annual ipCG Thought Leadership Conference

Agenda November 6-8, 2013

Wednesday, November 6th

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 7th

7:15-8:45am Networking Breakfast

9:00-10:00am ipAmplification™ to Increase Shareholder Value-

GraphOn/hopTo: A Case Study

Steve Ledger - Speaker Chairman of the Board, hopTo

John Cronin – Facilitator Managing Director & Chairman, ipCapital Group

10:00-10:30am Networking Break

10:30-11:30am Patents Arrive on the Stagecoach –

Wells Fargo’s Approach to Building an Enterprise Patent Office

Michael Gallagher - Speaker Head of the Enterprise Patent Office, Wells Fargo

Joe Long - Speaker Managing Counsel, Wells Fargo

Rob Glance - Speaker Glance Law Group

Adam Bulakowski - Facilitator Director, ipCapital Group

11:30-12:30pm Leveraging Portfolios To Address Changing Business Needs

Steve McGrath - Speaker Associate General Counsel, Microsoft

Adam Bulakowski - Facilitator

12:30-1:45pm Networking Lunch

1:45-2:45pm You’ve been Hacked – IP Security in the Digital Domain

Michael Caulfield - Speaker Vice Chairman, Teneo

Kelly Shortridge - Speaker

Investment Banking Analyst in Data Security, Intelligence & Analytics, Teneo

John Cronin – Facilitator Continued on next page

What if? 11th Annual ipCG Thought Leadership Conference

Agenda November 6-8, 2013

2:45-3:45pm Using IP as an Investment Vehicle

Richard Fields - Speaker Chairman & CEO, Juridica Capital Management

Pete Conley - Facilitator COO, ipCreate

3:45-4:10pm Networking Break

4:10-5:10pm Using IP to Create Strategic Advantage

Marshall Phelps - Speaker Board Member, ipCreate

Nancy Cronin - Facilitator Partner, ipCapital Group

5:10-6:15pm Networking Break

6:15-7:15pm Cocktail Reception

7:15-8:30pm Dinner

Friday, November 8th

7:15-8:45am Networking Breakfast

9:00-10:30am How to Maximize Business Results Using IP To: Protect Existing Business

Increase Shareholder Value

Create Disruption in Existing Markets

John Cronin - Speaker Managing Director & Chairman, ipCapital Group

Robert McDonald - Facilitator Managing Director & President, ipCapital Group

10:30-11:00am Networking Break

11:00-12:30pm Vermont’s New Patent Abuse Law:

Empty Vessel or National Model for Targeting Bad Faith Patent Claims?

Peter Kunin - Speaker Deputy Managing Partner, Intellectual Property Attorney,

Downs Rachlin Martin Mr. Kunin was Instrumental in developing the legal approach that is codified in the

new Vermont Anti-Patent Troll Law legislation

William Sorrell - Speaker Attorney General of Vermont

John Cronin - Facilitator

12:30-1:30pm Closing Luncheon

ss

Wednesday, November 6, 20131PM – 5PM

(Approved for 4 CLE credit hours in Vermont, Georgia, Ohio and Oregon. Washington pending)

Bruce StorySenior Advisor

11th

ipCG Thought Leadership Conference

“IP Strategy Beyond the Basics”

© 2013, ipCapital Group, Inc. All Rights Reserved.

November 6 – 8, 2013

Stowe Mountain Lodge

Stowe, Vermont

11th ipCG Thought Leadership Conference

For more details and registration go to:

http://www.ipcg.com/?file=ipcgconference

When considering IP strategy, many people think that just concerns patents. However, it is very

important to plan on using the full range of intellectual assets for maximum protection and value creation. This seminar will go deeper into when should you use trade secrets, design patents, defensive publications, trademarks, and brand as well as utility patents. We will discuss how to watch for infringement or misappropriation and the options for enforcing your intellectual property rights.

Questions answered in the seminar include:• When should you develop an IP strategy?• IP strategy through the product life cycle – should it

change?• Are design patents worth the effort?• How do you protect trade secrets?• When should you enforce your intellectual property

rights?• What options should you consider when intellectual assets

outlive their usefulness?

IP strategy – Practical Guide• Why develop an IP strategy?• How to develop an IP strategy?• When to develop the strategy & when to start filing?• How has the America Invents Act changed IP strategy

implementation?• IP strategy through product life cycle – should it change?• What actions are necessary to implement IP strategy?• How to conduct meaningful competitive tracking and

landscaping?

IP Asset Classes and when/how do you use them? How do you enforce them?• Utility Patents• Defensive publications • Design Patents, EU Design registrations & Brand• Trade Secrets• Know-how• Trademarks, non-traditional marks

Portfolio Management, treating your IP as an asset• How to be most effective with filings and filing strategy• Use of US provisional’s and CIP’s for US and global impact

while building a portfolio• Need for continued diligence during prosecution and

lifetime maintenance• Organizing assets into business-centric groupings (value

chain, other)• Product marking (virtual marking)• What options to consider when assets outlive their

usefulness?• How to demonstrate the value of your portfolio?

REGISTRATION• Registration fee for the Thought Leadership Conference main program is $1695 (includes receptions and meals).• Total fee for the main conference plus add-on session is $1995.

®

Topics addressed in the seminar include:1. How to choose areas to innovate

2. How to develop new high quality patents at low cost withthe spectrum of monetization in mind

3. How IP creation adds to the monetization spectrum andchanges monetization paths

4. What is the right number of patents and what types ofpatents drive monetization

5. IP as the basis for forming a new company

6. Relationship between IP acquisition and creation

7. How the current patent landscape (less valuable IP availableand America Invents Act) makes IP creation essential

Attendees will include representatives from:

• IP law firms

• IP investment funds

• IP-focused microcaps

• IP aggregators

• IP creation companies

• IP licensing and assertion firms

When considering intellectual property (IP) creation, many companies fail to consider how to monetize their IP or to weigh the full spectrum of monetization options available. Newly launched IP creation, acquisition and development company ipCreate Inc. and related companies ipCapital Group (ipCG) and ipCapital Licensing Company (ipCLC) will team up to lead a roundtable discussion with other industry leaders. Discussions will provide insight into the growing importance of IP creation, the role of IP acquisition, how they relate to each other and to the spectrum of monetization as well as how a Patent Factory can be designed to meet these needs.

ipCreate, ipCLC, ipCG and other roundtable participants will discuss innovative paths to IP creation, such as how to choose innovative areas to explore, how to develop new IP, how to document and obtain valuable patents and how to do this in volume. Participants will consider questions regarding what is the right number of patents to trigger higher value monetization as well as what types of patents are best suited for monetization. Participants will also discuss what IP monetization strategies work best, including sale, licensing, litigation or creation of joint ventures and spin-off companies.

Leveraging IP Creation across the Spectrum of Monetization

and an Introduction to ipCreate Inc.

11th ipCG Thought Leadership Conference

© 2013, ipCapital Group, Inc. All Rights Reserved.

November 6 – 8, 2013Stowe Mountain LodgeStowe, Vermont

11th ipCG Thought Leadership ConferenceFor more details and registration go to:

http://www.ipcg.com/?file=ipcgconference

Wednesday, November 6, 20131PM – 5PM