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IP Valuation and Investment Strategies: 2-Audio CD Set

Two Audio CDs and Written Materials for Easy, On-the-Go Learning

Hosted By : Beard Group Law and Business Publishers and the Intellectual Property Prospector
   


Listen in your car, on your computer, or on your home CD player. Get up to speed fast – when and where your busy schedule allows.

CD and Presentation Materials #1:
The True Value of Intellectual Property

Historically, intellectual property such as copyrights, patents, trademarks, and trade secrets have been viewed as a single “composite” asset subject to identification and measurement (valuation).

But an intellectual asset also can be viewed as a “portfolio” of commingled assets, namely, a legal entitlement asset, a legacy asset, and an exploitation asset, each with ascertainable value.

New evolving businesses models have begun to emerge that are designed to further capitalize on the value of IP rights. These new business models recognize that IP can be managed and leveraged in non-traditional ways.

In this 90-minute Audio CD, Rick Nathan, Senior Managing Director at Trenwith Valuation provides a new and thought-provoking perspective on the drivers of IP value. You’ll cover --

• Traditional IP valuation methods
• A new rubric for IP analysis
• Frameworks for better IP management
• Appropriating value between licensor and licensee
• IP treatment between U.S. corporations and their controlled foreign affiliates

CD and Presentation Materials #2:
IP Investment Strategies:
Identify and Leverage Under-Valued Intellectual Property Assets


Trademark rights, patent portfolios, proprietary trade secrets, or other contractual licenses and rights – all represent major IP investment opportunities that often go under-valued or even ignored.

David Ruder, your instructor for this 90-minute Audio CD, has made a career of acquiring and licensing dormant consumer brand intellectual property to several Fortune 500 companies. Learn from his experiences and let him show you:

• Today’s top trends, challenges and opportunities in IP investing
• How and why potentially lucrative IP assets are often hidden
• Proven ways to analyze a corporate IP portfolio for opportunities
• Readily available information resources for identifying new investment ideas
• Innovative IP investment strategies, including:
o Fundamental equity investing
o Opportunistic arbitrage (licensing and litigation)
o Securitization deals
o Public market investment products
• Essentials of IP licensing agreements
• Impact of recent Supreme Court rulings and potential patent reforms on investors
• Insights for IP-rich companies seeking capital

Order the IP Valuation and Investment Audio CD Package today for $70. See ordering instructions below.



 
Speaker(s):  
  • David S. Ruder
    Terrier IP Investments, LLC
David S. Ruder has been working with intellectual property investment issues throughout his career as an investment banker, attorney, and intellectual property entrepreneur. In 2007 he established Terrier IP Investments, LLC, a private investment firm focused on intellectual property-based investments in firms backed by private equity and venture capital.

He began his career working as an investment banker on Wall Street, helping companies in the consumer and entertainment sectors raise capital or engage in M&A transactions. Based on early exposure to intellectual property issues, he went on to receive a JD/MBA from Northwestern University with concentrations in technology and intellectual property. He practiced law for a major national law firm, working on intellectual property transactions including patent licenses, software development agreements, and due diligence on private equity buyouts. David also performed IP due diligence for private equity clients who would purchase companies or assets with IP portfolios.

Upon seeing increased interest intellectual property from the investment community, he co-founded River West Brands LLC, where he pioneered a method for acquiring and licensing dormant consumer brand intellectual property. He completed transactions with several Fortune 500 companies in the consumer sector relating to the sale, licensing, and acquisition of brand intellectual property assets. Example transactions include the acquisition of the NUPRIN brand of ibuprofen from Bristol-Myers and the later sale of the brand to CVS Corporation; the acquisition of intellectual property relating to the COLECO video game brand; and the acquisition of the SOHO NATURAL SODA brand and its license to Arizona Beverage Co. While at River West, David formed a strategic alliance with Ocean Tomo, LLC, which was then a startup intellectual capital merchant bank. He helped form Ocean Tomo’s M&A advisory practice, which was focused on advising companies how to position their patent portfolios and other IP assets in the context of raising financing or forming joint ventures.

David is also a co-founder of Adaptive Alpha LLC, which is a research and development company focused on developing inventions and understanding risk in the asset management industry. Adaptive Alpha has authored several papers and has begun building a patent portfolio around its work. Most recently, David has been a consultant to Altitude Capital Partners, which is focused on investments in businesses with compelling intellectual property litigation portfolios.
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  • Rick S. Nathan
    Trenwith Valuation, LLC
Rick S. Nathan has roughly 25 years of combined industry and financial advisory services experience including the development and provision of financial valuation and transaction consulting services. He is Senior Managing Director of Trenwith Valuation, LLC and in his current position, provides thought leadership encompassing the valuation of business interests, capital stock, and intangible assets in connection with business combination decision support, statutory tax compliance, international transfer pricing, asset exploitation, business plan development, capital sourcing, and strategic partnering. Rick is frequently retained in connection with dispute analysis and expert testimony services, Federal tax statutes and regulations, SEC fair value compliance, as well as strategic corporate development initiatives. Rick holds an M.B.A. in Finance, with Honors, from The University of Chicago, a Master of Science in Electrical Engineering from The University of Texas at Austin (Eta Kappa Nu- National Electrical Engineering Honorarium), and a Bachelor of Science in Biomedical Engineering from Tulane University. Rick is a Chartered Financial Analyst (CFA) as designated by the CFA Institute, and an Accredited Senior Appraiser (ASA) in Business Valuation as designated by the American Society of Appraisers.

IP Valuation and Investment Strategies: 2-Audio CD Set
Conference Audio CD + Written Materials US$ 70.00   add to cart

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