The IP SIG Presents...


IP Portfolio Valuation

 Taking the Mystery Out of a Daunting Task






For tech companies, their IP portfolio is considered the crown jewels.  But just how much that treasure is worth is often very difficult to determine.  And the need to do it is often a critical aspect of raising a round of financing, figuring out additional revenue sources or valuting your company for an exit.

Come to the next Intellectual Property SIG and learn from three experts on how they approach this important but difficult task.


Date:
June 11, 2008

Time:
7:00am Registration/ Networking
7:30am Event Begins
9:00am Event Ends

Panelists:

Jonathan Barney
Ocean Tomo, LLC, Managing Director
Jonathan A. Barney is the head of Ocean Tomo PatentRatings and Managing Director responsible for Ocean Tomo's intellectual property PatentRatings and advisory practice. Prior to joining Ocean Tomo, Mr. Barney was a partner in the Newport Beach, California offices of Knobbe, Martens, Olson & Bear, LLP, where he specialized in patent prosecution, patent licensing and strategic patent asset management. Mr. Barney is a graduate of Virginia Tech University (B.S.M.E. 1987, cum laude) and The University of Michigan Law School (J.D. 1993, cum laude).

Brian Sagi
CERIAN Technology Ventures LLC, President & CEO
Brian Sagi, President and CEO of CERIAN Technology Ventures, LLC, is an entrepreneur and technologist. Brian has an extensive background in selling and purchasing technology companies and intellectual property, in management of technology, in taking new products from concept to market, and in research and development. At CERIAN Technology Ventures, Brian heads a team of advisors, helping companies maximize the value of technology in intellectual property sales, mergers, acquisitions, and licensing transactions. Since its founding in 2001, CERIAN has been providing sell-side and buy-side advice to clients ranging from venture-backed startups to Fortune 500 companies. CERIAN also provides valuations and analytical services. Prior to CERIAN, Brian served as Vice President of Business Development at ideaEDGE Ventures - a venture capital fund focused on early-stage investments in the wireless sector. Brian has founded several high technology companies in the software, communications and wireless industries including Unwired Express—a company enabling mobile employees to access vital business information anytime, anywhere. Brian earned an MBA from the University of San Diego and a Masters of Science in Electrical Engineering from the University of California, San Diego. He also earned a BSC in Electrical Engineering and a BSC in Computer Science from the Technion, Israel Institute of Technology.

Vanita Spaulding, CFA, ASA
Trenwith Valuation, LLC/ BDO Seidman
, Managing Director
Vanita M. Spaulding, CFA, ASA is a Managing Director of Trenwith Valuation, LLC, with oversight responsibility for the Western Regional business valuation group, and one of three members of the National Leadership Committee for Trenwith Valuation, LLC. With more than 24 years of business valuation experience, Ms. Spaulding has a diverse background in a myriad of valuation projects including allocation of purchase price, pre-acquisition financing, merger and acquisition pricing, marital dissolution, federal estate tax and gift tax, dissident stockholders, breach of contract, lost profits, personal injury losses, ESOP formation and compliance, and eminent domain. Ms. Spaulding is active in the American Society of Appraisers as a course instructor and developer, and served as the president of the Los Angeles Chapter in 1994. Ms. Spaulding is also a past member of the International Business Valuation Committee, and is currently the chairman of the Advanced Business Valuation Conference to be held in October 2007. Prior to joining Trenwith Group, she was a Partner with Gursey, Schneider & Company, LLP. Prior to merging her practice with Gursey, Schneider, Ms. Spaulding was the owner of V.M. Spaulding & Associates, a firm specializing in business valuation; lost profits and damages litigation; and discount studies. Prior to the formation of V.M. Spaulding & Associates, Ms. Spaulding was the manager of a financial valuation group at the Los Angeles office of Deloitte & Touche.Ms. Spaulding received her MBA with a concentration in Finance from California State University, Northridge in 1987. She also received her Bachelor of Business Administration, with a concentration in Finance and minor in Economics, from California State University, Northridge in 1984 where she graduated Magna Cum Laude.


Cost:
$10.00 Pre-Registration
$20.00 At The Door

Location:


4401 Eastgate Mall, San Diego, CA 92121

SIG Co-Chairs:
Ross Epstein, Nath Law Group
John Kyle, Cooley Godward
Pedro Suarez, Mintz Levin

Date:

Wednesday, June 11, 2008
7:00AM-9:00AM
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Location:

4401 Eastgate Mall, San Diego, CA 92121