The 2019 Duff & Phelps IP Value Summit
One Miramontes Point Road
Half Moon Bay, California 94019
October 16, 2019
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Join us back in Half Moon Bay on October 16, 2019 where we will once again convene the Intellectual Property experts in Valuation, Disputes and Transfer Pricing ...
Corporate executives, attorneys, investors and other experts discussed intellectual property best practices, case studies, challenges and opportunities.
Attendees can customize their agenda by selecting sessions from the following topics:
Valuation and M&A,
Tax and Transfer Pricing, and
Litigation and Licensing
Sixth Annual IP Value Summit
Confirmed Speakers
Managing Director
Transfer Pricing
Duff & Phelps
Agenda
Register Now
The Ritz-Carlton Half Moon Bay, California
October 15, 2019
The Ritz-Carlton
Half Moon Bay
Register Now
The sixth annual Duff & Phelps IP Value Summit will take place October 15, 2019 at The Ritz-Carlton in Half Moon Bay, California.
Join us as we bring together corporate executives, attorneys, investors and other experts to discuss intellectual property best practices, case studies, challenges and opportunities.
Attendees can customize their agenda by selecting sessions from the following topics: Valuation and M&A, Tax and Transfer Pricing, and Licensing and Litigation.
Simon Webber
Managing Director
Valuation Advisory
Duff & Phelps
Judd Schneider
Managing Director, and Global Head of Intellectual Property Advisory
Duff & Phelps
Chris Bakewell
Managing Director
Valuation Advisory
Duff & Phelps
Glen Kernick
Tuesday, October 15, 2019
Registration and Breakfast
8:00 – 9:00 am
Welcome Remarks and Conference Opening
9:00 – 9:15 AM
Opening Keynote
9:15 – 10:15 AM
Break
10:15 – 10:30 AM
General Session Panel - IP in a Globalized World: Opportunities, Risks, and Best Practices
10:30 – 11:45 AM
Lunch and Networking
11:45 – 12:45 PM
Track Breakout Sessions (concurrent)
12:45 – 3:35 PM
Valuation and M&A Session 1: Valuation of Cryptoassets
12:45 – 1:35 PM
Tax and Transfer Pricing Session 1: Digital or Not: International Tax "In Market" is About to Fundamentally Change
12:45 – 1:35 PM
Licensing and Litigation Session 1: Economic Considerations for SEPs and FRAND Licensing
12:45 – 1:35 PM
Break
1:35 – 1:50 PM
Valuation and M&A Session 2: IP and Technology Due Diligence Processes and Pitfalls
1:50 – 2:40 PM
Tax and Transfer Pricing Session 2: Walking the Walk: IP Onshoring and Repatriation
1:50 – 2:40 PM
Licensing and Litigation Session 2: Digital Currency and FinTech Strategy and Licensing
1:50 – 2:40 PM
Break
2:40 – 2:55 PM
Valuation and M&A Session 3: 5G Telecom
2:55 – 3:45 PM
Tax and Transfer Pricing Session 3: Blockchain and FinTech: Tax Developments and How They Will Affect Value
2:55 – 3:45 PM
Licensing and Litigation Session 3: Hot Topics
2:55 – 3:45 PM
Break
3:45 – 4:00 PM
Closing Keynote
4:00 – 5:00 PM
Farewell Cocktail Reception
5:00 – 6:00 PM
Registration and Breakfast
8:00 – 9:00 am
Welcome Remarks and Conference Opening
9:00 – 9:15 AM
Opening Keynote
9:15 – 10:15 AM
Break
10:15 – 10:30 AM
General Session Panel - IP in a Globalized World: Opportunities, Risks, and Best Practices
10:30 – 11:45 AM
Lunch and Networking
11:45 – 12:45 PM
Track Breakout Sessions (concurrent)
12:45 – 3:35 PM
Valuation and M&A Session 1: Valuation of Cryptoassets
12:45 – 1:35 PM
Tax and Transfer Pricing Session 1: Digital or Not: International Tax "In Market" is About to Fundamentally Change
12:45 – 1:35 PM
Licensing and Litigation Session 1: Economic Considerations for SEPs and FRAND Licensing
12:45 – 1:35 PM
Break
1:35 – 1:50 PM
Valuation and M&A Session 2: IP and Technology Due Diligence Processes and Pitfalls
1:50 – 2:40 PM
Tax and Transfer Pricing Session 2: Walking the Walk: IP Onshoring and Repatriation
1:50 – 2:40 PM
Licensing and Litigation Session 2: Digital Currency and FinTech Strategy and Licensing
1:50 – 2:40 PM
Break
2:40 – 2:55 PM
Valuation and M&A Session 3: 5G Telecom
2:55 – 3:45 PM
Tax and Transfer Pricing Session 3: Blockchain and FinTech: Tax Developments and How They Will Affect Value
2:55 – 3:45 PM
Licensing and Litigation Session 3: Hot Topics
2:55 – 3:45 PM
Break
3:45 – 4:00 PM
Closing Keynote
4:00 – 5:00 PM
Farewell Cocktail Reception
5:00 – 6:00 PM
Deanna Okun, Partner, Adduci, Mastriani & Schaumberg LLP and former Commissioner and Chairman,
U.S. International Trade Commission
Registration and Breakfast
8:00 – 9:00 am
Welcome Remarks and Conference Opening
9:00 – 9:15 AM
Opening Keynote
9:15 – 10:15 AM
Break
10:15 – 10:30 AM
General Session Panel - IP in a Globalized World: Opportunities, Risks, and Best Practices
10:30 – 11:45 AM
Lunch and Networking
11:45 – 12:45 PM
Track Breakout Sessions (concurrent)
12:45 – 3:35 PM
Valuation and M&A Session 1: Valuation of Cryptoassets
12:45 – 1:35 PM
Tax and Transfer Pricing Session 1: Digital or Not: International Tax "In Market" is About to Fundamentally Change
12:45 – 1:35 PM
Licensing and Litigation Session 1: Economic Considerations for SEPs and FRAND Licensing
12:45 – 1:35 PM
Break
1:35 – 1:50 PM
Valuation and M&A Session 2: IP and Technology Due Diligence Processes and Pitfalls
1:50 – 2:40 PM
Tax and Transfer Pricing Session 2: Walking the Walk: IP Onshoring and Repatriation
1:50 – 2:40 PM
Licensing and Litigation Session 2: Digital Currency and FinTech Strategy and Licensing
1:50 – 2:40 PM
Break
2:40 – 2:55 PM
Valuation and M&A Session 3: 5G Telecom
2:55 – 3:45 PM
Tax and Transfer Pricing Session 3: Blockchain and FinTech: Tax Developments and How They Will Affect Value
2:55 – 3:45 PM
Licensing and Litigation Session 3: Hot Topics
2:55 – 3:45 PM
Break
3:45 – 4:00 PM
Closing Keynote
4:00 – 5:00 PM
Farewell Cocktail Reception
5:00 – 6:00 PM
As the world’s economies become more interdependent, intellectual property plays a crucial role. Today’s dynamic international trade environment and mosaic of national IP regulations presents unique opportunities and risks for companies and practitioners. This panel will discuss recent developments in the global IP space, the impact of these developments, potential pitfalls and best practices for maneuvering through the ever-changing global IP landscape.
Registration and Breakfast
8:00 – 9:00 am
Welcome Remarks and Conference Opening
9:00 – 9:15 AM
Opening Keynote
9:15 – 10:15 AM
Break
10:15 – 10:30 AM
General Session Panel - IP in a Globalized World: Opportunities, Risks, and Best Practices
10:30 – 11:45 AM
Lunch and Networking
11:45 – 12:45 PM
Track Breakout Sessions (concurrent)
12:45 – 3:35 PM
Valuation and M&A Session 1: Valuation of Cryptoassets
12:45 – 1:35 PM
Tax and Transfer Pricing Session 1: Digital or Not: International Tax "In Market" is About to Fundamentally Change
12:45 – 1:35 PM
Licensing and Litigation Session 1: Economic Considerations for SEPs and FRAND Licensing
12:45 – 1:35 PM
Break
1:35 – 1:50 PM
Valuation and M&A Session 2: IP and Technology Due Diligence Processes and Pitfalls
1:50 – 2:40 PM
Tax and Transfer Pricing Session 2: Walking the Walk: IP Onshoring and Repatriation
1:50 – 2:40 PM
Licensing and Litigation Session 2: Digital Currency and FinTech Strategy and Licensing
1:50 – 2:40 PM
Break
2:40 – 2:55 PM
Valuation and M&A Session 3: 5G Telecom
2:55 – 3:45 PM
Tax and Transfer Pricing Session 3: Blockchain and FinTech: Tax Developments and How They Will Affect Value
2:55 – 3:45 PM
Licensing and Litigation Session 3: Hot Topics
2:55 – 3:45 PM
Break
3:45 – 4:00 PM
Closing Keynote
4:00 – 5:00 PM
Farewell Cocktail Reception
5:00 – 6:00 PM
Valuation of Cryptoassets
Cryptoassets are becoming more accepted are being used and transacted for more purposes. But markets for cryptoassets currently cannot be described as mature. Prices for such assets – even when available – generally differ across exchanges, and the exchanges are often poorly regulated, without adequate safeguards against price manipulation or conflicts of interest, with thin trading, volatile prices, and/or long latency periods. This session will address the following:
Registration and Breakfast
8:00 – 9:00 am
Welcome Remarks and Conference Opening
9:00 – 9:15 AM
Opening Keynote
9:15 – 10:15 AM
Break
10:15 – 10:30 AM
General Session Panel - IP in a Globalized World: Opportunities, Risks, and Best Practices
10:30 – 11:45 AM
Lunch and Networking
11:45 – 12:45 PM
Track Breakout Sessions (concurrent)
12:45 – 3:35 PM
Valuation and M&A Session 1: Valuation of Cryptoassets
12:45 – 1:35 PM
Tax and Transfer Pricing Session 1: Digital or Not: International Tax "In Market" is About to Fundamentally Change
12:45 – 1:35 PM
Licensing and Litigation Session 1: Economic Considerations for SEPs and FRAND Licensing
12:45 – 1:35 PM
Break
1:35 – 1:50 PM
Valuation and M&A Session 2: IP and Technology Due Diligence Processes and Pitfalls
1:50 – 2:40 PM
Tax and Transfer Pricing Session 2: Walking the Walk: IP Onshoring and Repatriation
1:50 – 2:40 PM
Licensing and Litigation Session 2: Digital Currency and FinTech Strategy and Licensing
1:50 – 2:40 PM
Break
2:40 – 2:55 PM
Valuation and M&A Session 3: 5G Telecom
2:55 – 3:45 PM
Tax and Transfer Pricing Session 3: Blockchain and FinTech: Tax Developments and How They Will Affect Value
2:55 – 3:45 PM
Licensing and Litigation Session 3: Hot Topics
2:55 – 3:45 PM
Break
3:45 – 4:00 PM
Closing Keynote
4:00 – 5:00 PM
Farewell Cocktail Reception
5:00 – 6:00 PM
Digital or Not: International Tax "In Market" is About to Fundamentally Change
Colloquially dubbed BEPS 2.0, the outcome seems to be heading towards taking an expansive view of changes to taxable income determination across all industries, rather than just ring-fencing large digital companies. This panel discussion will review the latest proposals being considered, full destination-based taxation, residual profit allocations, distribution margins, minimum market taxation and fractional apportionment and their various guises.
Registration and Breakfast
8:00 – 9:00 am
Welcome Remarks and Conference Opening
9:00 – 9:15 AM
Opening Keynote
9:15 – 10:15 AM
Break
10:15 – 10:30 AM
General Session Panel - IP in a Globalized World: Opportunities, Risks, and Best Practices
10:30 – 11:45 AM
Lunch and Networking
11:45 – 12:45 PM
Track Breakout Sessions (concurrent)
12:45 – 3:35 PM
Valuation and M&A Session 1: Valuation of Cryptoassets
12:45 – 1:35 PM
Tax and Transfer Pricing Session 1: Digital or Not: International Tax "In Market" is About to Fundamentally Change
12:45 – 1:35 PM
Licensing and Litigation Session 1: Economic Considerations for SEPs and FRAND Licensing
12:45 – 1:35 PM
Break
1:35 – 1:50 PM
Valuation and M&A Session 2: IP and Technology Due Diligence Processes and Pitfalls
1:50 – 2:40 PM
Tax and Transfer Pricing Session 2: Walking the Walk: IP Onshoring and Repatriation
1:50 – 2:40 PM
Licensing and Litigation Session 2: Digital Currency and FinTech Strategy and Licensing
1:50 – 2:40 PM
Break
2:40 – 2:55 PM
Valuation and M&A Session 3: 5G Telecom
2:55 – 3:45 PM
Tax and Transfer Pricing Session 3: Digital Currency and FinTech Strategy and Licensing Panel
2:55 – 3:45 PM
Licensing and Litigation Session 3: Hot Topics
2:55 – 3:45 PM
Break
3:45 – 4:00 PM
Closing Keynote
4:00 – 5:00 PM
Farewell Cocktail Reception
5:00 – 6:00 PM
Standard Essential Patents and FRAND Licensing: Significant Economic Issues to
Consider In the U.S. and Worldwide
This panel will provide an in-depth discussion of recent developments, including licensing and strategy, concerning standard essential patents in the U.S. and worldwide.
Registration and Breakfast
8:00 – 9:00 am
Welcome Remarks and Conference Opening
9:00 – 9:15 AM
Opening Keynote
9:15 – 10:15 AM
Break
10:15 – 10:30 AM
General Session Panel - IP in a Globalized World: Opportunities, Risks, and Best Practices
10:30 – 11:45 AM
Lunch and Networking
11:45 – 12:45 PM
Track Breakout Sessions (concurrent)
12:45 – 3:35 PM
Valuation and M&A Session 1: Valuation of Cryptoassets
12:45 – 1:35 PM
Tax and Transfer Pricing Session 1: Digital or Not: International Tax "In Market" is About to Fundamentally Change
12:45 – 1:35 PM
Licensing and Litigation Session 1: Economic Considerations for SEPs and FRAND Licensing
12:45 – 1:35 PM
Break
1:35 – 1:50 PM
Valuation and M&A Session 2: IP and Technology Due Diligence Processes and Pitfalls
1:50 – 2:40 PM
Tax and Transfer Pricing Session 2: Walking the Walk: IP Onshoring and Repatriation
1:50 – 2:40 PM
Licensing and Litigation Session 2: Digital Currency and FinTech Strategy and Licensing
1:50 – 2:40 PM
Break
2:40 – 2:55 PM
Valuation and M&A Session 3: 5G Telecom
2:55 – 3:45 PM
Tax and Transfer Pricing Session 3: Blockchain and FinTech: Tax Developments and How They Will Affect Value
2:55 – 3:45 PM
Licensing and Litigation Session 3: Hot Topics
2:55 – 3:45 PM
Break
3:45 – 4:00 PM
Closing Keynote
4:00 – 5:00 PM
Farewell Cocktail Reception
5:00 – 6:00 PM
IP and Technology Due Diligence Processes and Pitfalls
“Kicking the tires” has never been more important or fraught with hidden risks. The mergers and acquisition process can move at breakneck speed. Making the deal happen while balancing market considerations can keep key players on edge throughout the process. Critical decisions often need to be made quickly; but what happens when you have incomplete information? How do you manage the risk? How do you synthesize meaningful insights from the intellectual property and technology which is so often the value at the heart of today’s deals? This session will examine best practices in assembling, executing and reporting on a due diligence process when assessing intellectual property and technology from both a U.S. and European perspective. Discussion topics include:
Registration and Breakfast
8:00 – 9:00 am
Welcome Remarks and Conference Opening
9:00 – 9:15 AM
Opening Keynote
9:15 – 10:15 AM
Break
10:15 – 10:30 AM
General Session Panel - IP in a Globalized World: Opportunities, Risks, and Best Practices
10:30 – 11:45 AM
Lunch and Networking
11:45 – 12:45 PM
Track Breakout Sessions (concurrent)
12:45 – 3:35 PM
Valuation and M&A Session 1: Valuation of Cryptoassets
12:45 – 1:35 PM
Tax and Transfer Pricing Session 1: Digital or Not: International Tax "In Market" is About to Fudamentally Change
12:45 – 1:35 PM
Licensing and Litigation Session 1: Economic Considerations for SEPs and FRAND Licensing
12:45 – 1:35 PM
Break
1:35 – 1:50 PM
Valuation and M&A Session 2: IP and Technology Due Diligence Processes and Pitfalls
1:50 – 2:40 PM
Tax and Transfer Pricing Session 2: Walking the Walk: IP Onshoring and Repatriation
1:50 – 2:40 PM
1:50 – 2:40 PM
Break
2:40 – 2:55 PM
Valuation and M&A Session 3: 5G Telecom
2:55 – 3:45 PM
Tax and Transfer Pricing Session 3: Blockchain and FinTech: Tax Developments and How They Will Affect Value
2:55 – 3:45 PM
Licensing and Litigation Session 3: Hot Topics
2:55 – 3:45 PM
Break
3:45 – 4:00 PM
Closing Keynote
4:00 – 5:00 PM
Farewell Cocktail Reception
5:00 – 6:00 PM
Walking the Walk: IP Onshoring and Repatriation
With pressure continuing to build on low tax, low substance IP locations from the Tax Cuts and Jobs Act and the OECD’s Base Erosion and Profit Shifting (BEPS) initiative, many companies are contemplating migrating their IP holding structures to locations where they have more substance. For some, this may mean onshoring to non-U.S. locations (Ireland, Singapore, Netherlands, UK, among others), or alternatively, repatriating IP to the United States. This panel discussion with taxpayers and expert practitioners that have "walked the walk" will cover what drives onshoring location considerations and the technical, valuation and practical implementation challenges that come with such a move.
Registration and Breakfast
8:00 – 9:00 am
Welcome Remarks and Conference Opening
9:00 – 9:15 AM
Opening Keynote
9:15 – 10:15 AM
Break
10:15 – 10:30 AM
General Session Panel - IP in a Globalized World: Opportunities, Risks, and Best Practices
10:30 – 11:45 AM
Lunch and Networking
11:45 – 12:45 PM
Track Breakout Sessions (concurrent)
12:45 – 3:35 PM
Valuation and M&A Session 1: Valuation of Cryptoassets
12:45 – 1:35 PM
Tax and Transfer Pricing Session 1: Digital or Not: International Tax "In Market" is About to Fundamentally Change
12:45 – 1:35 PM
Licensing and Litigation Session 1: Economic Considerations for SEPs and FRAND Licensing
12:45 – 1:35 PM
Break
1:35 – 1:50 PM
Valuation and M&A Session 2: IP and Technology Due Diligence Processes and Pitfalls
1:50 – 2:40 PM
Tax and Transfer Pricing Session 2: Walking the Walk: IP Onshoring and Repatriation
1:50 – 2:40 PM
Licensing and Litigation Session 2: Digital Currency and FinTech Strategy and Licensing
1:50 – 2:40 PM
Break
2:40 – 2:55 PM
Valuation and M&A Session 3: 5G Telecom
2:55 – 3:45 PM
Tax and Transfer Pricing Session 3: Blockchain and FinTech: Tax Developments and How They Will Affect Value
2:55 – 3:45 PM
Litigation and Licensing Session 3: Hot Topics
2:55 – 3:45 PM
Break
3:45 – 4:00 PM
Closing Keynote
4:00 – 5:00 PM
Farewell Cocktail Reception
5:00 – 6:00 PM
Digital Currency and FinTech Strategy and Licensing Panel
The panel of experts will navigate the evolving legal landscape, licensing and strategy, and enforcement issues arising from the various regulatory regimes governing digital assets and the use of cryptocurrency.
Registration and Breakfast
8:00 – 9:00 am
Welcome Remarks and Conference Opening
9:00 – 9:15 AM
Opening Keynote
9:15 – 10:15 AM
Break
10:15 – 10:30 AM
General Session Panel - IP in a Globalized World: Opportunities, Risks, and Best Practices
10:30 – 11:45 AM
Lunch and Networking
11:45 – 12:45 PM
Track Breakout Sessions (concurrent)
12:45 – 3:35 PM
Valuation and M&A Session 1: Valuation of Cryptoassets
12:45 – 1:35 PM
Tax and Transfer Pricing Session 1: Digital or Not: International Tax "In Market" is About to Fundamentally Change
12:45 – 1:35 PM
Litigation and Licensing Session 1: Economic Considerations for SEPs and FRAND Licensing
12:45 – 1:35 PM
Break
1:35 – 1:50 PM
Valuation and M&A Session 2: IP and Technology Due Diligence Processes and Pitfalls
1:50 – 2:40 PM
Tax and Transfer Pricing Session 2: Walking the Walk: IP Onshoring and Repatriation
1:50 – 2:40 PM
Licensing and Litigation Session 2: Digital Currency and FinTech Strategy and Licensing
1:50 – 2:40 PM
Break
2:40 – 2:55 PM
Valuation and M&A Session 3: 5G Telecom
2:55 – 3:45 PM
Tax and Transfer Pricing Session 3: Blockchain and FinTech: Tax Developments and How They Will Affect Value
2:55 – 3:45 PM
Licensing and Litigation Session 3: Hot Topics
2:55 – 3:45 PM
Break
3:45 – 4:00 PM
Closing Keynote
4:00 – 5:00 PM
Farewell Cocktail Reception
5:00 – 6:00 PM
5G Telecom
5G is the fifth generation of wireless technology. These networks will offer faster speeds and more reliable connections on smartphones and other devices. These new levels of performance and efficiency will allow mobile networks to not only connect people, but also interconnect and control machines, automobiles, objects, and other devices. Our session will address the following:
Registration and Breakfast
8:00 – 9:00 am
Welcome Remarks and Conference Opening
9:00 – 9:15 AM
Opening Keynote
9:15 – 10:15 AM
Break
10:15 – 10:30 AM
General Session Panel - IP in a Globalized World: Opportunities, Risks, and Best Practices
10:30 – 11:45 AM
Lunch and Networking
11:45 – 12:45 PM
Track Breakout Sessions (concurrent)
12:45 – 3:35 PM
Valuation and M&A Session 1: Valuation of Cryptoassets
12:45 – 1:35 PM
Tax and Transfer Pricing Session 1: Digital or Not: International Tax "In Market is About to Fundamentally Change
12:45 – 1:35 PM
Licensing and Litigation Session 1: Economic Considerations for SEPs and FRAND Licensing
12:45 – 1:35 PM
Break
1:35 – 1:50 PM
Valuation and M&A Session 2: IP and Technology Due Diligence Processes and Pitfalls
1:50 – 2:40 PM
Tax and Transfer Pricing Session 2: Walking the Walk: IP Onshoring and Repatriation
1:50 – 2:40 PM
Licensing and Litigation Session 2: Digital Currency and FinTech Strategy and Licensing
1:50 – 2:40 PM
Break
2:40 – 2:55 PM
Valuation and M&A Session 3: 5G Telecom
2:55 – 3:45 PM
Tax and Transfer Pricing Session 3: Blockchain and FinTech: Tax Developments
2:55 – 3:45 PM
Licensing and Litigation Session 3: Hot Topics
2:55 – 3:45 PM
Break
3:45 – 4:00 PM
Closing Keynote
4:00 – 5:00 PM
Farewell Cocktail Reception
5:00 – 6:00 PM
Blockchain and FinTech: Tax Developments and How They Will Affect Value
With increased tax compliance enforcement around cryptocurrency trading, emerging blockchain networks and FinTech M&A activity in the space, this panel will explore recent events and trends and how they affect this emerging industry.
Registration and Breakfast
8:00 – 9:00 am
Welcome Remarks and Conference Opening
9:00 – 9:15 AM
Opening Keynote
9:15 – 10:15 AM
Break
10:15 – 10:30 AM
General Session Panel - IP in a Globalized World: Opportunities, Risks, and Best Practices
10:30 – 11:45 AM
Lunch and Networking
11:45 – 12:45 PM
Track Breakout Sessions (concurrent)
12:45 – 3:35 PM
Valuation and M&A Session 1: Valuation of Cryptoassets
12:45 – 1:35 PM
Tax and Transfer Pricing Session 1: Digital or Not: International Tax "In Market" is About to Fundamentally Change
12:45 – 1:35 PM
Licensing and Litigation Session 1: Economic Considerations for SEPs and FRAND Licensing
12:45 – 1:35 PM
Break
1:35 – 1:50 PM
Valuation and M&A Session 2: IP and Technology Due Diligence Processes and Pitfalls
1:50 – 2:40 PM
Tax and Transfer Pricing Session 2: Walking the Walk: IP Onshoring and Repatriation
1:50 – 2:40 PM
Litigation and Licensing Session 2: Digital Currency and FinTech Strategy and Licensing
1:50 – 2:40 PM
Break
2:40 – 2:55 PM
Valuation and M&A Session 3: 5G Telecom
2:55 – 3:45 PM
Tax and Transfer Pricing Session 3: Blockchain and FinTech: Tax Developments and How They Will Affect Value
2:55 – 3:45 PM
Licensing and Litigation Session 3: Hot Topics
2:55 – 3:45 PM
Break
3:45 – 4:00 PM
Closing Keynote
4:00 – 5:00 PM
Farewell Cocktail Reception
5:00 – 6:00 PM
In recent years there have been a number of developments affecting the overall IP litigation landscape – from widespread concerns over evolving data privacy and security laws to the changing face of the trade secret litigation since the inception of the Defend Trade Secrets Act (DTSA). This panel of experienced litigators will host an interactive panel discussion on the latest trends in patent and trade secret litigation, highlight recent developments involving emerging technologies, and explore complex issues related to data privacy and security. The panel will address:
Registration and Breakfast
8:00 – 9:00 am
Welcome Remarks and Conference Opening
9:00 – 9:15 AM
Opening Keynote
9:15 – 10:15 AM
Break
10:15 – 10:30 AM
General Session Panel - IP in a Globalized World: Opportunities, Risks, and Best Practices
10:30 – 11:45 AM
Lunch and Networking
11:45 – 12:45 PM
Track Breakout Sessions (concurrent)
12:45 – 3:35 PM
Valuation and M&A Session 1: Valuation of Cryptoassets
12:45 – 1:35 PM
Tax and Transfer Pricing Session 1: Digital or Not: International Tax "In Market" is About to Fundamentally Change
12:45 – 1:35 PM
Licensing and Litigation Session 1: Economic Considerations for SEPs and FRAND Licensing
12:45 – 1:35 PM
Break
1:35 – 1:50 PM
Valuation and M&A Session 2: IP and Technology Due Diligence Processes and Pitfalls
1:50 – 2:40 PM
Tax and Transfer Pricing Session 2: Walking the Walk: IP Onshoring and Repatriation
1:50 – 2:40 PM
Licensing and Litigation Session 2: Digital Currency and FinTech Strategy and Licensing
1:50 – 2:40 PM
Break
2:40 – 2:55 PM
Valuation and M&A Session 3: 5G Telecom
2:55 – 3:45 PM
Tax and Transfer Pricing Session 3: Blockchain and FinTech: Tax Developments and How They Will Affect Value
2:55 – 3:45 PM
Licensing and Litigation Session 3: Hot Topics
2:55 – 3:45 PM
Break
3:45 – 4:00 PM
Closing Keynote
4:00 – 5:00 PM
Farewell Cocktail Reception
5:00 – 6:00 PM
Roger Martin, former Chief IP Strategist and Senior Vice President, Qualcomm
Duff & Phelps has arranged for a limited number of rooms at a discounted rate of $355 per night (plus tax and services). Reservations may be made here or by calling 1-800-241-3333 and referencing the Duff & Phelps conference.
The cutoff for securing a room is Monday, September 23, 2019 and is subject to availability. To accommodate guests who wish to extend their stay, the discounted rate is being offered Wednesday, October 9, 2019 through Saturday, October 19, 2019 but is subject to availability.
* The Ritz-Carlton Half Moon Bay cancellation policy requires 48 hours notice in order to receive a full refund. Failure to cancel without providing 48 hours advance notice will result in a charge of one full night’s stay.
Venue
Reservations
Venue
Agenda
Chris Bakewell
Glen Kernick
Simon Webber
Judd Schneider
former Chief IP Strategist and
Senior Vice President
Qualcomm
Roger Martin
Roger Martin
Partner
Adduci, Mastriani & Schaumberg LLP
DEANNA OKUN
DEANNA OKUNMeredith Broadbent
Opening Keynote
9:15 – 10:15 AM
Break
10:15 – 10:30 AM
Lunch and Networking
11:45 – 12:45 PM
Track Breakout Sessions (concurrent)
12:45 – 3:35 PM
Break
1:35 – 1:50 PM
Deanna Okun, Partner, Adduci, Mastriani & Schaumberg LLP and former Commissioner and Chairman, U.S. International Trade Commission
Registration and Breakfast
8:00 – 9:00 am
Welcome Remarks and Conference Opening
9:00 – 9:15 AM
Opening Keynote
9:15 – 10:15 AM
Break
10:15 – 10:30 AM
General Session Panel
10:30 – 11:45 AM
Lunch and Networking
11:45 – 12:45 PM
Track Breakout Sessions (concurrent)
12:45 – 3:35 PM
Session 1: Track 1 - Valuation and M&A
12:45 – 1:35 PM
Session 1: Track 2 - Tax and Transfer Pricing
12:45 – 1:35 PM
Session 1: Track 3 - Litigation and Licensing
12:45 – 1:35 PM
Break
1:35 – 1:50 PM
Session 2: Track 1 - Valuation and M&A
1:50 – 2:40 PM
Session 2: Track 2 - Tax and Transfer Pricing
1:50 – 2:40 PM
Session 2: Track 3 - Litigation and Licensing
1:50 – 2:40 PM
Break
2:40 – 2:55 PM
Session 3: Track 1 - Valuation and M&A
2:55 – 3:45 PM
Session 3: Track 2 - Tax and Transfer Pricing
2:55 – 3:45 PM
Session 3: Track 3 - Litigation and Licensing
2:55 – 3:45 PM
Break
3:45 – 4:00 PM
Closing Keynote
4:00 – 5:00 PM
Farewell Cocktail Reception
5:00 – 6:00 PM
Roger Martin, former Chief IP Strategist and Senior Vice President, Qualcomm
Senior Manager
International Tax
Synopsys Inc.
BRIAN GLASS
BRIAN GLASS
Tax Partner
Skadden, Arps, Slate,
Meagher & Flom LLP
NATE GIESSELMAN
NATE GIESSELMAN
VP of Global Tax
Ripple Labs Inc.
LIZ CHIEN
LIZ CHIEN
Partner
McDermott Will & Emery LLP
BRIAN JENN
VP and Head of
International Tax
Visa Inc.
WALTER KOLLIGS
WALTER KOLLIGS
Vice President, Tax
Palo Alto Networks Inc.
JEFF LEVENSTAM
JEFF LEVENSTAM
Partner
Morgan, Lewis & Bockius LLP
SARAH-JANE MORIN
SARAH-JANE MORIN
Registration and Breakfast
8:00 – 9:00 am
Welcome Remarks and Conference Opening
9:00 – 9:15 AM
Opening Keynote
9:15 – 10:15 AM
Break
10:15 – 10:30 AM
General Session Panel
10:30 – 11:45 AM
Lunch and Networking
11:45 – 12:45 PM
Track Breakout Sessions (concurrent)
12:45 – 3:35 PM
Session 1: Track 1 - Valuation and M&A
12:45 – 1:35 PM
Session 1: Track 2 - Tax and Transfer Pricing
12:45 – 1:35 PM
Session 1: Track 3 - Litigation and Licensing
12:45 – 1:35 PM
Break
1:35 – 1:50 PM
Session 2: Track 1 - Valuation and M&A
1:50 – 2:40 PM
Session 2: Track 2 - Tax and Transfer Pricing
1:50 – 2:40 PM
Session 2: Track 3 - Litigation and Licensing
1:50 – 2:40 PM
Break
2:40 – 2:55 PM
Session 3: Track 1 - Valuation and M&A
2:55 – 3:45 PM
Session 3: Track 2 - Tax and Transfer Pricing
2:55 – 3:45 PM
Session 3: Track 3 - Litigation and Licensing
2:55 – 3:45 PM
Break
3:45 – 4:00 PM
Closing Keynote
4:00 – 5:00 PM
Farewell Cocktail Reception
5:00 – 6:00 PM
Digital or Not: International Tax "In Market" is About to Fundamentally Change
Colloquially dubbed BEPS 2.0, the outcome seems to be heading towards taking an expansive view of changes to taxable income determination across all industries, rather than just ring-fencing large digital companies. This panel discussion will review the latest proposals being considered, full destination-based taxation, residual profit allocations, distribution margins, minimum market taxation and fractional apportionment and their various guises.
Registration and Breakfast
8:00 – 9:00 am
Welcome Remarks and Conference Opening
9:00 – 9:15 AM
Opening Keynote
9:15 – 10:15 AM
Break
10:15 – 10:30 AM
General Session Panel
10:30 – 11:45 AM
Lunch and Networking
11:45 – 12:45 PM
Track Breakout Sessions (concurrent)
12:45 – 3:35 PM
Session 1: Track 1 - Valuation and M&A
12:45 – 1:35 PM
Session 1: Track 2 - Tax and Transfer Pricing
12:45 – 1:35 PM
Session 1: Track 3 - Litigation and Licensing
12:45 – 1:35 PM
Break
1:35 – 1:50 PM
Session 2: Track 1 - Valuation and M&A
1:50 – 2:40 PM
Session 2: Track 2 - Tax and Transfer Pricing
1:50 – 2:40 PM
Session 2: Track 3 - Litigation and Licensing
1:50 – 2:40 PM
Break
2:40 – 2:55 PM
Session 3: Track 1 - Valuation and M&A
2:55 – 3:45 PM
Session 3: Track 2 - Tax and Transfer Pricing
2:55 – 3:45 PM
Session 3: Track 3 - Litigation and Licensing
2:55 – 3:45 PM
Break
3:45 – 4:00 PM
Closing Keynote
4:00 – 5:00 PM
Farewell Cocktail Reception
5:00 – 6:00 PM
Walking the Walk: IP Onshoring and Repatriation
With pressure continuing to build on low tax, low substance IP locations from the Tax Cuts and Jobs Act and the OECD’s Base Erosion and Profit Shifting (BEPS) initiative, many companies are contemplating migrating their IP holding structures to locations where they have more substance. For some, this may mean onshoring to non-U.S. locations (Ireland, Singapore, Netherlands, UK, among others), or alternatively, repatriating IP to the United States. This panel discussion with taxpayers and expert practitioners that have "walked the walk" will cover what drives onshoring location considerations and the technical, valuation and practical implementation challenges that come with such a move.
Registration and Breakfast
8:00 – 9:00 am
Welcome Remarks and Conference Opening
9:00 – 9:15 AM
Opening Keynote
9:15 – 10:15 AM
Break
10:15 – 10:30 AM
General Session Panel
10:30 – 11:45 AM
Lunch and Networking
11:45 – 12:45 PM
Track Breakout Sessions (concurrent)
12:45 – 3:35 PM
Session 1: Track 1 - Valuation and M&A
12:45 – 1:35 PM
Session 1: Track 2 - Tax and Transfer Pricing
12:45 – 1:35 PM
Session 1: Track 3 - Litigation and Licensing
12:45 – 1:35 PM
Break
1:35 – 1:50 PM
Session 2: Track 1 - Valuation and M&A
1:50 – 2:40 PM
Session 2: Track 2 - Tax and Transfer Pricing
1:50 – 2:40 PM
Session 2: Track 3 - Litigation and Licensing
1:50 – 2:40 PM
Break
2:40 – 2:55 PM
Session 3: Track 1 - Valuation and M&A
2:55 – 3:45 PM
Session 3: Track 2 - Tax and Transfer Pricing
2:55 – 3:45 PM
Session 3: Track 3 - Litigation and Licensing
2:55 – 3:45 PM
Break
3:45 – 4:00 PM
Closing Keynote
4:00 – 5:00 PM
Farewell Cocktail Reception
5:00 – 6:00 PM
Blockchain and FinTech: Tax Developments and How They Will Affect Value
With increased tax compliance enforcement around cryptocurrency trading, emerging blockchain networks and FinTech M&A activity in the space, this panel will explore recent events and trends and how they affect this emerging industry.
Chief Strategist
Duff & Phelps
Chris Campbell
Chris Campbell
Partner
Morgan, Lewis & Bockius LLP
San Francisco
CHRIS CAMPBELL
• What are cryptoassets, why do they need to be valued and why can valuation of cryptoassets sometimes be hard?
• What factors might be considered in assessing the reliability of a particular market price for a cryptoasset?
• There are at least five methodologies for valuing cryptoassets - under what circumstances are each of these most applicable?
• How might one deal with challenges such as gaining confidence in a valuation conclusion, illiquidity, or pricing driven by
speculation, high volatility or thin trading?
• What are the key resources required when conducting IP and technology due diligence?
• What framework is suitable for technology focused vs. traditional businesses?
• What are reasonable budgetary benchmarks in domestic and international projects?
• How do you manage technology due diligence on customized or homegrown solutions?
• How do you validate assertions made by sellers related to their intellectual property?
• How do you manage confidentiality and protective clauses while protecting the interests of the buyer and seller?
• What is 5G and how is it different than 3G and 4G?
• When will 5G launch?
• Who are the key participants in development and roll out of 5G?
• How will 5G technologies change the IP landscape in the communications industry?
• How do you think about value and valuation of 5G IP?
Registration and Breakfast
8:00 – 9:00 am
Welcome Remarks and Conference Opening
9:00 – 9:15 AM
Opening Keynote
9:15 – 10:15 AM
Break
10:15 – 10:30 AM
General Session Panel
10:30 – 11:45 AM
Lunch and Networking
11:45 – 12:45 PM
Track Breakout Sessions (concurrent)
12:45 – 3:35 PM
Session 1: Track 1 - Valuation and M&A
12:45 – 1:35 PM
Digital or Not: International Tax "In Market" is About to Fundamentally Change
Colloquially dubbed BEPS 2.0, the outcome seems to be heading towards taking an expansive view of changes to taxable income determination across all industries, rather than just ring-fencing large digital companies. This panel discussion will review the latest proposals being considered, full destination-based taxation, residual profit allocations, distribution margins, minimum market taxation and fractional apportionment and their various guises.
Session 1: Track 2 - Tax and Transfer Pricing
12:45 – 1:35 PM
Session 1: Track 3 - Litigation and Licensing
12:45 – 1:35 PM
Break
1:35 – 1:50 PM
Session 2: Track 1 - Valuation and M&A
1:50 – 2:40 PM
Session 2: Track 2 - Tax and Transfer Pricing
1:50 – 2:40 PM
Session 2: Track 3 - Litigation and Licensing
1:50 – 2:40 PM
Break
2:40 – 2:55 PM
Session 3: Track 1 - Valuation and M&A
2:55 – 3:45 PM
Session 3: Track 2 - Tax and Transfer Pricing
2:55 – 3:45 PM
Session 3: Track 3 - Litigation and Licensing
2:55 – 3:45 PM
Break
3:45 – 4:00 PM
Closing Keynote
4:00 – 5:00 PM
Farewell Cocktail Reception
5:00 – 6:00 PM
Valuation of Cryptoassets
Cryptoassets are becoming more accepted are being used and transacted for more purposes. But markets for cryptoassets currently cannot be described as mature. Prices for such assets – even when available – generally differ across exchanges, and the exchanges are often poorly regulated, without adequate safeguards against price manipulation or conflicts of interest, with thin trading, volatile prices, and/or long latency periods. This session will address the following:
• What are cryptoassets, why do they need to be valued and why can valuation of cryptoassets sometimes be hard?
• What factors might be considered in assessing the reliability of a particular market price for a cryptoasset?
• There are at least five methodologies for valuing cryptoassets - under what circumstances are each of these most applicable?
• How might one deal with challenges such as gaining confidence in a valuation conclusion, illiquidity, or pricing driven by speculation, high volatility or thin trading?
Registration and Breakfast
8:00 – 9:00 am
Welcome Remarks and Conference Opening
9:00 – 9:15 AM
Break
10:15 – 10:30 AM
General Session Panel
10:30 – 11:45 AM
Lunch and Networking
11:45 – 12:45 PM
Track Breakout Sessions (concurrent)
12:45 – 3:35 PM
Session 1: Track 1 - Valuation and M&A
12:45 – 1:35 PM
Session 1: Track 2 - Tax and Transfer Pricing
12:45 – 1:35 PM
Session 1: Track 3 - Litigation and Licensing
12:45 – 1:35 PM
Break
1:35 – 1:50 PM
Session 2: Track 1 - Valuation and M&A
1:50 – 2:40 PM
Session 2: Track 2 - Tax and Transfer Pricing
1:50 – 2:40 PM
Session 2: Track 3 - Litigation and Licensing
1:50 – 2:40 PM
Break
2:40 – 2:55 PM
Session 3: Track 1 - Valuation and M&A
2:55 – 3:45 PM
Session 3: Track 2 - Tax and Transfer Pricing
2:55 – 3:45 PM
Session 3: Track 3 - Litigation and Licensing
2:55 – 3:45 PM
Break
3:45 – 4:00 PM
Closing Keynote
4:00 – 5:00 PM
Farewell Cocktail Reception
5:00 – 6:00 PM
Digital or Not: International Tax "In Market" is About to Fundamentally Change
Colloquially dubbed BEPS 2.0, the outcome seems to be heading towards taking an expansive view of changes to taxable income determination across all industries, rather than just ring-fencing large digital companies. This panel discussion will review the latest proposals being considered, full destination-based taxation, residual profit allocations, distribution margins, minimum market taxation and fractional apportionment and their various guises.
Registration and Breakfast
8:00 – 9:00 am
Welcome Remarks and Conference Opening
9:00 – 9:15 AM
Opening Keynote
9:15 – 10:15 AM
Break
10:15 – 10:30 AM
General Session Panel
10:30 – 11:45 AM
Lunch and Networking
11:45 – 12:45 PM
Track Breakout Sessions (concurrent)
12:45 – 3:35 PM
Session 1: Track 1 - Valuation and M&A
12:45 – 1:35 PM
Session 1: Track 2 - Tax and Transfer Pricing
12:45 – 1:35 PM
Session 1: Track 3 - Litigation and Licensing
12:45 – 1:35 PM
Break
1:35 – 1:50 PM
Session 2: Track 1 - Valuation and M&A
1:50 – 2:40 PM
Session 2: Track 2 - Tax and Transfer Pricing
1:50 – 2:40 PM
Session 2: Track 3 - Litigation and Licensing
1:50 – 2:40 PM
Break
2:40 – 2:55 PM
Session 3: Track 1 - Valuation and M&A
2:55 – 3:45 PM
Session 3: Track 2 - Tax and Transfer Pricing
2:55 – 3:45 PM
Session 3: Track 3 - Litigation and Licensing
2:55 – 3:45 PM
Break
3:45 – 4:00 PM
Closing Keynote
4:00 – 5:00 PM
Farewell Cocktail Reception
5:00 – 6:00 PM
“Kicking the tires” has never been more important or fraught with hidden risks. The mergers & acquisition process can move at breakneck speed. Making the deal happen while balancing market considerations can keep key players on edge throughout the process. Critical decisions often need to be made quickly; but what happens when you have incomplete information? How do you manage the risk? How do you synthesize meaningful insights from the intellectual property and technology which is so often the value at the heart of today’s deals? This session will examine best practices in assembling, executing and reporting on a due diligence process when assessing intellectual property and technology from both a U.S. and European perspective. Discussion topics include:
• What are the key resources required when conducting IP and technology due diligence?
• What framework is suitable for technology focused vs. traditional businesses?
• What are reasonable budgetary benchmarks in domestic and international projects?
• How do you manage technology due diligence on customized or homegrown solutions?
• How do you validate assertions made by sellers related to their intellectual property?
• How do you manage confidentiality and protective clauses while protecting the interests of the buyer and seller?
IP and Technology Due Diligence Processes and Pitfalls
Registration and Breakfast
8:00 – 9:00 am
Welcome Remarks and Conference Opening
9:00 – 9:15 AM
Opening Keynote
9:15 – 10:15 AM
Break
10:15 – 10:30 AM
General Session Panel
10:30 – 11:45 AM
Lunch and Networking
11:45 – 12:45 PM
Track Breakout Sessions (concurrent)
12:45 – 3:35 PM
Session 1: Track 1 - Valuation and M&A
12:45 – 1:35 PM
Session 1: Track 2 - Tax and Transfer Pricing
12:45 – 1:35 PM
Session 1: Track 3 - Litigation and Licensing
12:45 – 1:35 PM
Break
1:35 – 1:50 PM
Session 2: Track 1 - Valuation and M&A
1:50 – 2:40 PM
Session 2: Track 2 - Tax and Transfer Pricing
1:50 – 2:40 PM
Session 2: Track 3 - Litigation and Licensing
1:50 – 2:40 PM
Break
2:40 – 2:55 PM
Session 3: Track 1 - Valuation and M&A
2:55 – 3:45 PM
Session 3: Track 2 - Tax and Transfer Pricing
2:55 – 3:45 PM
Session 3: Track 3 - Litigation and Licensing
2:55 – 3:45 PM
Break
3:45 – 4:00 PM
Closing Keynote
4:00 – 5:00 PM
Farewell Cocktail Reception
5:00 – 6:00 PM
5G is the fifth generation of wireless technology. These networks will offer faster speeds and more reliable connections on smartphones and other devices. These new levels of performance and efficiency will allow mobile networks to not only connect people, but also interconnect and control machines, automobiles, objects, and other devices. Our session will address the following:
• What is 5G and how is it different than 3G and 4G?
• When will 5G launch?
• Who are the key participants in development and roll out of 5G?
• How will 5G technologies change the IP landscape in the communications industry?
• How do you think about value and valuation of 5G IP?
5G Telecom
Licensing and Litigation Session 2: Digital Currency and Fintech Strategy and Licensing
US IP Sales Director
Reed Tech
Matt Charpentier
Matt Charpentier
Partner
Latham & Watkins
Patricia Young
Patricia Young
Partner
Baker Botts
Robinson Vu
Robinson Vu
Chief Evangelist and
General Counsel
LexMachina
Owen Byrd
Owen Byrd
Counsel
BakerHostetler
Robert A. Musiala, Jr.
Robert A. Musiala
Associate
BakerHostetler
Madiha M. Zuberi
Madiha M. Zuberi
Director
Intellectual Property
Advisory Services
Duff & Phelps
Tamara Turek Copeland
Tamara Turek Copeland
Chair, Financial Technology and Regulatory Practice
Polsinelli
Richard B. Levin
Richard B. Levin
Managing Director
Valuation Advisory
Duff & Phelps
David Ball
David Ball
Partner
Quinn Emanuel
Linda J. Brewer
Linda J. Brewer
Managing Director
Valuation Advisory
Duff & Phelps
Lynne Weber
Lynne Weber
Senior Intellectual Property Counsel Seagate Technology
Diane Gabl Kratz
Diane Gabl Kratz
Managing Director
Disputes Consulting
Duff & Phelps
Erik Laykin
Erik Laykin
Director
Disputes Consulting
Duff & Phelps
Paul Benson
Paul Benson
Patents: The rates of patent lawsuit filings by non-practicing entities have decreased over recent years, and there has been continuous shift away from the Eastern District of Texas in patent lawsuit filings. What are the major drivers behind these trends and how have they impacted patent infringement litigation in the United States?
Trade secrets: Since the passage of the DTSA in 2016, there has been a significant increase in the number of trade secret lawsuits filed across the United States. How has the DTSA has changed the trade secret litigation landscape, and affected overall filing and litigation strategies in federal and state courts?
Emerging technologies: How have recent decisions involving emerging technologies changed the overall way in which companies prepare for and combat IP litigation?
Data privacy and security: Facebook has recently faced major data privacy issues and potential litigation, giving rise to wide-spread concern over data privacy and security laws. How will new data privacy laws, such as the GDPR and the impending California Consumer Privacy Act, impact the future of data privacy and security in the United States?
Founder/Partner
Global IP Law Group
David Berten
David Berten
Managing Director
Vossius & Partner
Frank Bollmann
Frank Bollmann
Of Counsel
Morrison & Foerster LLP
Robin Brewer
Sr. Operations Program Manager
IP Group
Microsoft Corp.
Jennifer Karr
Jennifer Karr
President and CEO
IPVALUE Management
John Lindgren
John Lindgren
Director
Legal Affairs – Intellectual Property
T-Mobile
John J. Murphy
John J. Murphy
Partner
Norton Rose Fulbright US LLP
Lior Nuchi
Lior Nuchi
Partner Of Counsel
Dinsmore & Shohl LLP
Jon Wood
Partner
Vossius & Partner
Elard Freiherr Schenck zu Schweinsberg
Global Investigations Manager Coinbase
Dan Curtin
Dan Curtin
