Hon. Charles Bullock Chief Administrative Law Judge U.S. International Trade Commission. U.S. District Court THANK YOU TO OUR SPONSORS: LEAD SPONSOR

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COMPLIMENTARY REGISTRATION FOR IN-HOUSE COUNSEL & CORPORATE IP

CITY Strategic Insights for Supporting Your Business, Portfolio

KEYNOTE & SPOTLIGHT PRESENTATIONS: Cross-Jurisdictional IP

Discovery, Evidence, Claim Construction and the Management of Joint

David Ruschke Chief Judge Patent Trial and Appeal Board Hon.

Hon. John D. Love Magistrate Judge Eastern District of Texas Hon.

YOU TO OUR SPONSORS: A Conversation on PTAB Practice: Examining Key

in IPRs, PGRs and CBM Challenges Over the Past Year Janet Gongola

Patent & Trademark Office USPTO Spotlight Address: Inside NYC

1 COMPLIMENTARY REGISTRATION FOR IN-HOUSE COUNSEL & CORPORATE IP EXECUTIVES IP COUNSEL EXCHANGE DECEMBER 1, 2016 INTERFACE NEW YORK CITY Strategic Insights for Supporting Your Business, Portfolio Management Strategy and Successful Litigation Defense EXCLUSIVE KEYNOTE & SPOTLIGHT PRESENTATIONS: Cross-Jurisdictional IP Litigation Interplay: Pet Peeves from the Bench on Timing, Discovery, Evidence, Claim Construction and the Management of Joint Proceedings Hon. David Ruschke Chief Judge Patent Trial and Appeal Board Hon. Larry McKinney Senior District Judge Southern District of Indiana Hon. John D. Love Magistrate Judge Eastern District of Texas Hon. Charles Bullock Chief Administrative Law Judge U.S. International Trade Commission Hon. James Donato District Judge Northern District of California THANK YOU TO OUR SPONSORS: A Conversation on PTAB Practice: Examining Key Stats, Rule Changes and Key Precedential and Informative Decisions in IPRs, PGRs and CBM Challenges Over the Past Year Janet Gongola Patent Reform Coordinator U.S. Patent & Trademark Office USPTO Spotlight Address: Inside NYC Innovation Mindy Bickel Associate Commissioner for Innovation Development U.S. Patent & Trademark Office FOUNDING SPONSOR LEAD SPONSOR STRATEGIC ASSOCIATION PARTNER SUPPORTING SPONSOR PATRON SPONSORS MEDIA PARTNERS To register: ptabevents.com ETHICS CREDITS AVAILABLE

The IP Counsel Exchange is the premier tactical and benchmarking event for in-house counsel and corporate IP executives to compare and share valuable lessons learned across their respective IP

280+ Senior in-house IP counsel and patent practitioners have attended Momentum s IP strategy and litigation events over the past year alone here s just sample: Associate General Counsel, Biogen Idec

2 The IP Counsel Exchange is the premier tactical and benchmarking event for in-house counsel and corporate IP executives to compare and share valuable lessons learned across their respective IP practices Senior in-house IP counsel and patent practitioners have attended Momentum s IP strategy and litigation events over the past year alone here s just sample: Associate General Counsel, Biogen Idec Inc. Patent Litigation Counsel, IP Division, Canon U.S.A., Inc. General Counsel, Coby Electronics Sr. Dir., Portfolio Strategy & Licensing, Dr. Reddy s Laboratories Inc. Associate Senior Counsel IP, Eisai Inc. Chief Litigation Officer and Director of Legal Services Europe, Freescale Semiconductor Corporate Counsel, Fujitsu Associate Patent Counsel, Google Senior Legal Counsel, Huawei Technologies VP, Intellectual Property, Impax Laboratories Director of Patent Strategy & Transactions, Intel Corporation Managing IP Counsel and Director of IP Development, Marvell Semiconductor, Inc. Assistant General Counsel, Microsoft Corporation Senior Legal IPR Counsel Litigation, Nokia Siemens Networks Vice President, IP Litigation, Novartis Corporation Lead Patent Counsel, Pfizer Senior Counsel, Intellectual Property, Siemens Enterprise Communications, Inc. Intellectual Property Coordinator, Teledyne Oil & Gas VP & General Counsel, Teva Canada Limited Vice President, Legal Affairs, Vizio Chief Patent Officer, ZTE USA %+ The number of jurisdictions represented by members of the Bench who have participated in Momentum IP events over the past year alone, including: U.S. Court of Appeals for the Federal Circuit U.S. International Trade Commission, Northern District of California, District of Delaware, Northern District of Georgia, District of Kansas, District of New Jersey, Southern District of Ohio Responsible for IP litigation, strategic patent portfolio management and legal affairs. WHO YOU WILL MEET AT THE IP COUNSEL EXCHANGE: Senior corporate counsel and business executives with responsibility for patent portfolio management, intellectual property and litigation within the following industries: Computer Technology Software, Hardware and Design Semiconductor Financial Services Life Sciences Internet Technology Telecommunications Insurance Consumer electronics Semiconductor Who s Who of the Patent Prosecution and Litigation Bar, including counsel from the nation s top ranked patent practices, expert in: Patent Litigation Post-Grant Patent Challenges Patent Portfolio Management Patent Prosecution and Enforcement IP Licensing & Strategy Opinions and Strategic Counseling Distinguished jurists representing a diverse cross-section of federal districts as well as the Patent Trial and Appeal Board and the ITC.

ptabevents.com EXCLUSIVELY IN-HOUSE. INCLUSIVELY CORPORATE COUNSEL. SPECIFICALLY FOCUSED ON IP STRATEGY.

practitioners representing diverse companies across industry sectors, Momentum s IP Counsel Advisors provide guidance on the overall

the practice of IP law and litigation across venues including the Patent Trial and Appeal Board and Federal District Court.

unsel, Patents Dell W. Karl Renner Principal Fish & Richardson P.C.

Services Group, Inc. Renny Hwang Senior Litigation Counsel Google, Inc. Paul B. Simboli Vice President, IP & Asst.

Rouz Tabbadour VP and Chief IP Counsel CoreLogic Sriranga Veeraraghavan Vice President, Legal Tessera Kim Vo Director of Legal AMD Deanna

30th Street, New York 10001 Born out of a diverse neighborhood yearning for a point of collective connection, Interface is a community

As a whole, we are curious, disruptive, engaged and mindful and dedicated to enriching our local and global communities.

CONTINUING LEGAL EDUCATION (CLE) AND ETHICS CREDITS Qualifying Momentum events ordinarily receive Continuing Legal Education (CLE) credit

3 ptabevents.com EXCLUSIVELY IN-HOUSE. INCLUSIVELY CORPORATE COUNSEL. SPECIFICALLY FOCUSED ON IP STRATEGY. DEVELOPED WITH INSIGHTS FROM OUR IP COUNSEL ADVISORS Comprised of a select group of pre-qualified in-house IP counsel and seasoned practitioners representing diverse companies across industry sectors, Momentum s IP Counsel Advisors provide guidance on the overall direction of Momentum s IP event portfolio, including the identification of relevant speakers, emerging hot topics and trends specific to the practice of IP law and litigation across venues including the Patent Trial and Appeal Board and Federal District Court. MOMENTUM S IP EXCHANGE ADVISORY BOARD Michelle Connors Sr. Legal Counsel, Patents Dell W. Karl Renner Principal Fish & Richardson P.C. Mark Taylor Senior Attorney, Patent Litigation Microsoft Corporation David Cunningham VP, AGC & Director of IP Law The Hartford Financial Services Group, Inc. Renny Hwang Senior Litigation Counsel Google, Inc. Paul B. Simboli Vice President, IP & Asst. General Counsel Depomed, Inc. Rouz Tabbadour VP and Chief IP Counsel CoreLogic Sriranga Veeraraghavan Vice President, Legal Tessera Kim Vo Director of Legal AMD Deanna Kwong IP Litigation Counsel Hewlett Packard Enterprise ABOUT THE VENUE Interface NYC 140 W. 30th Street, New York Born out of a diverse neighborhood yearning for a point of collective connection, Interface is a community fueled by its multifaceted membership. As a whole, we are curious, disruptive, engaged and mindful and dedicated to enriching our local and global communities. Our space and our membership interface around the values of community, transparency, bravery, and curiosity. CONTINUING LEGAL EDUCATION (CLE) AND ETHICS CREDITS Qualifying Momentum events ordinarily receive Continuing Legal Education (CLE) credit in many states including CA, CO, FL, GA, IL, KS, MS, MO, NY, NJ, OH, OK, PA, TX and WV. Many of these states do not approve a program for credit before the program occurs. This course is expected to qualify for at least 9 CLE credit hours in 60-minute-hour states and 9 credit hours in 50-minute-hour states. Momentum works closely with each state to ensure that the accreditation process is smooth and that each attendee who applies for credit receives his/ her certification promptly after attending an event. To this point, it is our goal to process all accreditation certificates within 8 weeks of attending a Momentum event. CLE financial aid assistance is also available for attorneys who wish to attend CLE courses but who find it difficult to attend due to cost considerations. To learn more about assistance, request a scholarship or to contact us with any additional accreditation related questions, please our CLE Coordinator at cle@momentumevents.co.

CONFERENCE AGENDA DECEMBER 1, 2016 ptabevents.

program, NYC Innovation is a joint effort between the U.S. Department of Commerce (DOC) and Cornell University to provide USPTO and DOC resources directly to industry.

During this session hear how the NYC office is working with local innovators and entrepreneurs to encourage and facilitate innovation. Time will be reserved for Q&A with Ms.

4 CONFERENCE AGENDA DECEMBER 1, 2016 ptabevents.com 7:45am 8:30am 8:45am 9:15am REGISTRATION AND BREAKFAST CO-CHAIRS OPENING REMARKS USPTO SPOTLIGHT ADDRESS: INSIDE NYC INNOVATION Established in 2012 as a first-of-its-kind campus collaboration program, NYC Innovation is a joint effort between the U.S. Department of Commerce (DOC) and Cornell University to provide USPTO and DOC resources directly to industry. Established with a goal of accelerating commercialization of new technologies, NYC Innovation is led by Ms. Bickel as the NYC Engagement Manage. During this session hear how the NYC office is working with local innovators and entrepreneurs to encourage and facilitate innovation. Time will be reserved for Q&A with Ms. Bickel at the conclusion of the session. Mindy Bickel Associate Commissioner for Innovation Development PTAB PRACTICE - EXAMINING KEY STATS AND THE IMPACT OF RECENT RULE CHANGES, KEY PRECEDENTIAL AND INFORMATIVE DECISIONS IN IPRS, PGRS AND CBM CHALLENGES OVER THE PAST YEAR During this session benefit from an insightful discussion that will consider: Recent pertinent rule changes to procedures in proceedings before the PTAB expert report submissions with preliminary responses The top 5 precedential and informative decisions involving IPRs, PGRs and CBMs over the past year, including- - Concrete action points on how to best implement lessons learned from these decisions as part of your overall IP litigation strategy going forward - An overview of what these decisions reveal about trends in how companies and parties on all sides are effectively utilizing CBMs, IPRs and PGRs to assert, protect, challenge and shore up patents Motion success rates and judicial preferences at the PTAB Janet Gongola Patent Reform Coordinator Justin Oliver Partner Fitzpatrick, Cella, Harper & Scinto 10:00am 10:20am MORNING NETWORKING & REFRESHMENT BREAK PTAB LITIGATION HOT TOPICS: ESTOPPEL, PRIVY, REAL PARTY IN INTEREST (RPI) AND JOINT DEFENSE GROUPS (JDG): AN ANALYSIS OF THE ISSUES As recent decisions have shown, improper identification of the RPI can result in the denial of a petition and ultimately trigger the loss of the right to file a corrected petition, thus precluding the filing of an IPR by a petitioner. Related to the RPI issue, often in PTAB proceedings several of the same parties are name in different or related actions that may challenge similar or the same patent claims. As a strategy to address issues such as privilege, cost, discovery and evidence, it may prove most fruitful to join or establish a JDG. During this session, benefit from an in-depth examination of current issues surrounding RPI, estoppel and JDGs as the panel addresses such issues as: The timing of the identification of RPIs The potential estoppel impact and res judicata analysis that can be applied in the RPI context The pros and cons of establishing or joining a JDG in a PTAB proceeding - Protection of attorney-client privilege and work product - Alignment of parties with common interest - Coordination of strategies to create a unified defense strategy - The ability to divide and conquer on issues - Reduced cost implications - Use of experts *To note the content of this session will be updated to address the most relevant current hot topics specific to PTAB proceedings and related litigation thereto. David Killough Assistant General Counsel Microsoft Corporation Deanna Kwong IP Litigation Counsel Hewlett Packard Enterprises W. Karl Renner Principal Fish & Richardson P.C.

CONFERENCE AGENDA (CONTINUED) ptabevents.

best positioned in depositions and testimony.

5 CONFERENCE AGENDA (CONTINUED) ptabevents.com 11:00am PTAB LITIGATION CRASH COURSE: A LITIGATOR S GUIDE TO OBTAINING SUCCESSFUL RESULTS AT THE PTAB Once engaged in a proceeding at the PTAB, counsel must be sure to make note of the venue s nuanced proceedings. As opposed to federal district court in which experts are permitted to provide live testimony, the procedure for utilizing experts and presenting witnesses in IPRs and other PTAB proceedings is notably different. As such and in order to ensure that key facts are brought to life and the theory of your case is best set out, it is crucial to a successful outcome that you ensure your experts and witnesses are best positioned in depositions and testimony. During this session - Gain insights into the best uses of, timing for and initiation of various types of PTAB proceedings Strategies for responding to single vs. multiple IPRs Learn how to most effectively utilize experts, present witnesses and evidence in PTAB proceedings scientists, investors, in-house vs. external experts Understand the impact PTAB proceedings are having on IP litigation ongoing in other venues and how your litigation team should plan to adjust your PTAB litigation strategy based on parallel or co-pending litigation in alternate forums (i.e., Federal District Court, ITC, international venues) Michele Connors Sr. Legal Counsel, Patents Dell Paul Simboli Vice President, IP & Asst. General Counsel Depomed, Inc. 12:00pm 1:00pm NETWORKING LUNCHEON IN-HOUSE BENCHMARKING - STRATEGIES FOR USING IP AS A CATALYST FOR YOUR BUSINESS Often the discussion around IP defaults to litigation commentary relating to either the assertion or defense of IP rights; but, what about the needs of the business? Is your IP portfolio strong enough to support the forward direction of the business? Hear during this session how IP counsel across industries are strategically shoring up their IP portfolio in a manner that best supports your business and drives it forward. Topics to be discussed during this session will include: IP portfolio health checks - perspectives on evaluating and strengthening your IP Portfolio - When and how to pursue the acquisition of IP rights - Licensing agreements considering the impact of Lexmark on the licensing of IP rights NPEs, patent aggregators and the assertion of IP rights what s a good defense without offense? - Weighing the pros and cons of participation in a patent aggregation group - How your participation may or may not aid in the defense of actions brought by NPEs - Successful strategies for NPE defense Practical tips for maximizing the financial value of your portfolio - portfolio monetization do s and don ts Demonstrating value through patent prosecution John Schiffhauer Associate General Counsel Intel Corporation 1:45pm EXAMINING THE CURRENT STATE OF THE LAW ON INDEMNITY: PERSPECTIVES FROM THE CUSTOMER AND SUPPLIER SIDE ON THE CHALLENGES, HOT TOPICS AND CURRENT ISSUES As in-house IP counsel, you are front and center in protecting the interests of your business through the use of effective contract negotiation and drafting. During this panel, benefitw from a practical analysis of the key issues surrounding indemnity, how these issues change depending on your position of negotiation and what the most important protections and clauses are that you want to address upfront. Rouz Tabbador VP and Chief IP Counsel CoreLogic Renee Brown Associate General Counsel Knowles Corporation Join Our LinkedIn Group Food Law Experts with 2,300+ members Follow Us on

following five questions: What are the most pressing IP issues challenging your industry? How is your industry shifting and how do you see IP supporting your business? Litigation vs.

unlimited staff - which would you pick and why?

6 CONFERENCE AGENDA (CONTINUED) ptabevents.com 2:25pm 5 ON 5: INDUSTRY ROUNDTABLE: HOT TOPICS IN IP During this session gain perspectives from senior IP Counsel representing a diverse cross section of industries as they each address the following five questions: What are the most pressing IP issues challenging your industry? How is your industry shifting and how do you see IP supporting your business? Litigation vs. negotiation-how do you choose? Perspectives on internal staffing-fresh out of law school or with prior corporate/law firm experience? Unlimited budget vs. unlimited staff - which would you pick and why? Janelle Waack Member Bass Berry Sims 3:05pm 3:20pm 4:00pm AFTERNOON NETWORKING & REFRESHMENT BREAK BUILDING YOUR IP LITIGATION DREAM TEAM TIPS FOR SELECTING, SCREENING & MANAGING OUTSIDE COUNSEL TO OVERSEE A DIVERSE IP LITIGATION DOCKET During this session hear from a diverse panel comprised of seasoned corporate IP counsel as you are provided with insights for: Determining the type of counsel best suited to represent you in distinct IP litigation forums weighing the pros and cons of utilizing a - General IP practitioner vs. a prosecutor - Specialty firm vs. a firm with a broader IP practice - Local vs. national counsel Effectively evaluating and setting benchmarks for monitoring work product Ensuring open communication between your internal and external teams Maintaining a tight budget when overseeing a diverse IP litigation budget thoughts on fee structures and pricing Discussing the topic of data storage with your outside counsel SETTLEMENT & APPEALS: WHEN AND HOW TO APPROACH SETTLEMENT AND PERSPECTIVES ON THE TREATMENT OF IP PROCEEDINGS BY WAY OF APPEAL FROM THE FEDERAL CIRCUIT TO THE SUPREME COURT During this session hear from a diverse panel representing the Federal Circuit Bench, seasoned appellate practitioners as well as the USPTO s Solicitor s Office as you are engaged in a discussion of key pressure points specific to settlement conversations in IP litigation as well as key themes in IP law that have been the subject of appeals over the past year. Farheena Rasheed Associate Solicitor To register: ptabevents.com

CONFERENCE AGENDA (CONTINUED) 4:45pm CROSS-JURISDICTIONAL IP LITIGATION INTERPLAY - PET PEEVES FROM THE BENCH ON TIMING, DISCOVERY, EVIDENCE, CLAIM CONSTRUCTION AND THE MANAGEMENT OF JOINT

jurisdictions learn what Judges true pet peeves are as you hear firsthand what the Judges key preferences and dislikes are.

position your case for success whether appearing in Federal District Court, the International Trade Commission or in front of the Patent Trial and Appeal Board.

7 CONFERENCE AGENDA (CONTINUED) 4:45pm CROSS-JURISDICTIONAL IP LITIGATION INTERPLAY - PET PEEVES FROM THE BENCH ON TIMING, DISCOVERY, EVIDENCE, CLAIM CONSTRUCTION AND THE MANAGEMENT OF JOINT PROCEEDINGS Practice Recommendations for Counsel from the Federal District Court, PTAB and ITC Bench A rare opportunity to hear directly from a diverse cross-section of the bench representing key jurisdictions learn what Judges true pet peeves are as you hear firsthand what the Judges key preferences and dislikes are. Walk away from this panel with an understanding of what type of information/behavior the Judges will tolerate and reject by parties on both sides as you gain insider perspectives on how to best position your case for success whether appearing in Federal District Court, the International Trade Commission or in front of the Patent Trial and Appeal Board. Topics to be discussed during the panel will include: Divergent discovery and the admissibility of evidence in each forum as well as in co-pending counterpart proceedings Timing how to address consistency or a lack thereof in the context of parallel proceedings Claim construction comparing and contrasting with the person of ordinary skill in the art standard applied in Federal District Court Redundancy and its downstream implication judicial economy or estoppel? The weight and precedential value of case institution and final decisions in adjudicating patent cases, including the evidentiary weight (if any) that such decisions should have at trial The effect on PTAB and ITC proceedings of stays issued (or not issued) in District Court cases The estoppel effects of post-grant trials and decisions Time will be reserved for Q&A at the conclusion of the panel. Hon. David Ruschke Chief Judge Patent Trial and Appeal Board Hon. Charles Bullock Chief Administrative Law Judge U.S. International Trade Commission Hon. Larry McKinney Senior District Judge Southern District of Indiana Hon. James Donato District Judge Northern District of California Hon. John D. Love Magistrate Judge Eastern District of Texas 5:45pm CLOSING REMARKS & CONFERENCE CONCLUDES

We bring together individuals with shared interests through the cultivation of valuable content from experts and provide the right environment for them to connect, share knowledge and learn.

8 ABOUT MOMENTUM ptabevents.com MISSION STATEMENT Momentum s mission is to connect people through live experiences and foster the development of meaningful relationships for professional, political or social purposes. We bring together individuals with shared interests through the cultivation of valuable content from experts and provide the right environment for them to connect, share knowledge and learn. NETWORKING LISTS All attendees are provided with access to their fellow registered delegates in advance of the conference. Start developing relationships on your schedule. MOMENTUM CONNECT A powered online community designed to enhance the networking experience associated with attending the event. MOMENTUM HOSTS Our pleasant and professional hand-picked team of greeters and problem-solvers have been specially trained to facilitate the best possible conference experience. POST EVENT ACTIVATION WEBINARS We offer all attendees access to our complete schedule of webinars so you and your colleagues can continue learning and engaging with a community of your peers. MATCH AND MEET Services to help facilitate your introduction to the right people at the event to make your conference time even more productive. REGISTRATION INFORMATION LOOKING FOR A TRULY VALUABLE CONFERENCE EXPERIENCE THAT WILL FACILITATE THE SHARING OF BEST PRACTICES AND PEER-TO-PEER BENCHMARKING? Don t take our word for it, here s what past attendees of Momentum s IP EXCHANGE events have to say: Well put together - in particular the open forum for discussion Q&A. Very positive - relevant info. What I liked most about the event was the fact that the content was for people with a working knowledge. Always extremely well done. Another home run! ATTENDANCE AT THE IP COUNSEL EXCHANGE IS RESERVED FOR SENIOR CORPORATE COUNSEL AND BUSINESS EXECUTIVES WITH RESPONSIBILITY FOR PATENT PORTFOLIO MANAGEMENT, INTELLECTUAL PROPERTY AND LITIGATION. ATTENDANCE INCLUDES: Conference and all working group discussions, round tables, Momentum Connect and post-event webinars. FULL CONFERENCE In-House/Corporate Counsel Private Practice/All Others COMPLIMENTARY NOT OFFERED If you are not in-house/corporate counsel and still wish to participate in this meeting, please contact: Alexandra Iyer, VP, Sales and Strategy, at Alexandra@momentumevents.com Find more information about the IP Exchange Events at info@momentumevents.com or call event group To register visit us online at

Patent Prosecution & Strategic Patent Counseling

Patent Prosecution & Strategic Patent Counseling Since our founding in 1878, we have represented some of the world s greatest innovators, including Thomas Edison, Alexander Graham Bell, and the Wright