- Subject to change -
Click on items below to see details

Friday, October 16

Take your career to the next level with LES Academy!  Join interactive and cutting-edge education sessions taught by expert faculty from industry, academia, legal, and valuation firms.  Network with peers, and the LES faculty and leadership.

Read more and register here

Take your career to the next level with LES Academy!  Join interactive and cutting-edge education sessions taught by expert faculty from industry, academia, legal, and valuation firms.  Network with peers, and the LES faculty and leadership.

Read more and register here

Saturday, October 17

Take your career to the next level with LES Academy!  Join interactive and cutting-edge education sessions taught by expert faculty from industry, academia, legal, and valuation firms.  Network with peers, and the LES faculty and leadership.

Read more and register here

Take your career to the next level with LES Academy!  Join interactive and cutting-edge education sessions taught by expert faculty from industry, academia, legal, and valuation firms.  Network with peers, and the LES faculty and leadership.

Read more and register here

Sunday, October 18

Take your career to the next level with LES Academy!  Join interactive and cutting-edge education sessions taught by expert faculty from industry, academia, legal, and valuation firms.  Network with peers, and the LES faculty and leadership.

Read more and register here

Take your career to the next level with LES Academy!  Join interactive and cutting-edge education sessions taught by expert faculty from industry, academia, legal, and valuation firms.  Network with peers, and the LES faculty and leadership.

Read more and register here

Sponsored by
Sponsored by

Licensing is a relatively young profession, with just 60 years since the founding of LES and fewer than 20 years from the establishment of the professional credential, CLP. In that short period, standards have developed around deal making best practices, professional roles & careers pathways, and even ANSI IP management standards. Yet we are in a time of dramatic changes in the ways companies, nonprofits, and governments operate and technology is increasingly driving change.

What will the future bring for licensing professionals?

This session will bring together participants from core sectors across the licensing profession and ask them to look into their crystal balls and predict how the profession might be the same and how it could be different in 5 years and 10 years from now.

This session will be moderated by Julie Watson

Sponsored by
Sponsored by

Becoming an LES Instructor is a rewarding opportunity to make a lasting impact while connecting with a global learning community. Share your expertise, inspire future professionals, and grow as a leader through the LES Academy.  Learn more at Education Courses for IP Leaders – LES USA & Canada

Connect with fellow first-time attendees and new LES members in a welcoming and relaxed setting. This reception is a great opportunity to build connections, meet LES leaders, and start your LESAM26 experience with new contacts and conversations.

Join the LESAM26 community for an evening of networking, conversation, and celebration as the conference officially begins. The Welcome Reception offers the perfect chance to connect with attendees from around the world and set the tone for a memorable week ahead.

For young members (and those young at heart) join us at Happy Does Bar for ping pong, basketball, and more!

Monday, October 19

We will explore the adaptation of classical licensing practices to the many novel issues and challenges presented by the licensing of human data, especially biomedical data. Data is an emerging asset class that does not fit neatly into traditional categories of intellectual property, yet data sets have become increasingly attractive assets for monetization. Hence, the need to address challenges of data licensing is becoming ever more acute. Human biomedical data presents unique complexities for the prospects of licensing, including data governance, data privacy, the rights of data subjects, and rapidly evolving complexities in national and international laws addressing data accessibility, use and cybersecurity. Concerns are especially acute in situations where biomedical data is used to develop or train an artificial intelligence (AI) model, or where such data is ingested by an AI and used to generate results germane to human clinical research, diagnosis, treatment or prognosis.

We will explore how these issues map onto and challenge existing license agreement frameworks, raising the need for new and expanded definitions and creative grants of licenses, restrictions on use, the impact of data-specific risks on representations and warranties, liabilities and indemnities. One of the most pressing questions is valuation and structure of financial terms, given the sparsity of publicly available data licenses to provide examples.

Attendees will learn about emerging challenges in licensing data and its many applications and risks in our evolving AI economy. We will explore solutions to a range of data-specific issues and risks, with a view to developing novel best practices in the licensing and monetization of data, especially biomedical data, for AI applications.

This session will be moderated by Gillian Fenton

This workshop provides an update on IP valuation in various areas during the past year, including IP transactions, court- or jury-awarded damages, mergers and acquisitions (M&A), startup funding, and other IP-intensive or IP-oriented transactions such as litigation financing, distress assets investments, and private equity investments. The expert speakers on this workshop, including economists, litigators, financial analysts, and an AI technologist, are from the areas of IP portfolio management, IP valuation, IP transactions, IP damages and AI technology.

The speakers will present the market transaction data from the relevant market segments, demonstrate the trends in IP valuation, usage of AI in IP valuation and patent transactions and presents their forecasts based on the market dynamics revealed by the data. Some of the key issues that the workshop will address include:

  • IP valuation metrics and trends in the past year.
  • Market transaction dynamics: IP-backed funding and M&A deals
  • What’s hot: technology industry trends to watch
  • How is AI helping to identify and expedite IP transactions.
  • Some insights and tips in IP valuation and pricing for IP professionals.

This session will be moderated by Efrat Kasznik

A university license may look strong on paper—but how does it hold up under investor diligence and venture-backed growth?

As university-originated technologies move from initial license into scaling companies, early licensing decisions can shape valuation, financing terms, and long-term strategic flexibility. What works at spinout does not always translate smoothly once outside capital, new boards, and additional IP enter the picture. Investors, founders, and universities often view the same license through different lenses, creating real governance and commercialization tension.

This session brings together a venture investor, an IP investment committee leader with operating experience, and the CEO of a university spinout that has closed an institutional Series A round. The panel will examine how investors assess licensed university IP during financing, how licensing structures affect deal leverage, and how the university–startup relationship evolves as companies grow.

What happens when a university startup fails and how the IP can be monetized in the end? An IP investor’s perspective on how can it bring value from the IP without a product, in the event the company fails with its commercialization plans. The diligence, valuation, and the execution of the licensing strategy to achieve value from the IP will be described in detail.

Key questions include: When does a university retain influence through board seats or governance rights? How do royalty structures and field limitations affect growth and strategic partnerships? When does a startup begin to outgrow its original license and build independent IP? How should boards balance enforcement, collaboration, and enterprise value?

Attendees will leave with practical insights for structuring and managing university licenses in ways that support financing, commercialization, and long-term growth while reducing friction among licensors, licensees, and investors.

This session will be moderated by Christopher Turoski

With more than $4 billion being invested globally in AI‑driven drug development, pharmaceutical companies and academic institutions are forming increasingly sophisticated partnerships to accelerate discovery and development. These collaborations now span the full drug discovery continuum—from target identification and generative chemistry to predictive safety, biologics, and personalized medicine—making AI a central driver of both scientific innovation and long‑term strategic alignment.

This workshop will examine how AI is reshaping pharma–academia collaborations, with a particular focus on partnership structures, diligence considerations, and contractual terms that are uniquely impacted by AI models and data. Speakers will discuss why the distinctive characteristics of AI—such as model ownership, training data provenance, validation, and reuse—require earlier and deeper alignment between partners. The discussion will also explore how compelling AI capabilities and high‑value datasets can serve as a catalyst for durable, multi‑year research relationships, rather than one‑off sponsored projects.

Drawing on perspectives from pharmaceutical leaders, academic innovators, and legal and technology transfer experts, the session will highlight practical lessons, emerging best practices, and common challenges in building successful AI‑focused collaborations that deliver both near‑term impact and long‑term value.

Objectives:

  • Contextualize the AI Investment Landscape
  • Map AI Partnerships Across the Drug Discovery Pipeline
  • Address AI‑Specific Deal and Diligence Considerations
  • Highlight AI as a Catalyst for Long‑Term Collaboration

This session will be moderated by Jonathan Jensen

Inventions developed in the public sector provide the foundation for cutting-edge drugs, vaccines, and medical devices—making substantial contributions to human health. Yet partnerships are central to that success, since companies and non-profits are routinely the ones that commercialize those inventions into new products and services.

At the same time, patients are too often unable to access the products they need. To address this gap, research funders and publicly funded researcher institutions are seeking ways to expand patient access to the products that emerge from their work.

Access planning is one such approach. It involves incorporating patient access considerations, at a high level, in agreements related to biomedical research and development. The parties commit to revisit access considerations as product development progresses, but the initial agreement terms are intentionally flexible and not prescriptive.

For example, in January 2025, the National Institutes of Health (NIH) announced an access planning policy within its intramural research program (IRP)—the internal research arm of the agency. Under this policy, organizations applying to NIH for certain commercial patent licenses are required to submit access plans outlining steps they intend to take to promote patient access to the licensed products.

This workshop would explore approaches to access planning, discuss practical experiences, and consider future directions to advance the shared goal of leveraging technology to enhance health and expand patient access to emerging biomedical technologies.

This session will be moderated by Tara Kirby

In intellectual property litigation, damages often play a pivotal role. However, even experienced attorneys may feel uncertain about how damages are calculated, evaluated, and explained under the pressures of deposition and trial.

This session is designed to help bridge that gap.

Focusing on practical application rather than abstract theory, the workshop will provide frameworks for early case strategy through expert reports, deposition preparation, and trial testimony. Attendees will gain insight into how damages theories are built, where they face scrutiny, and how to ask the kinds of questions that yield meaningful, case‑shaping information from both their own and opposing experts.

Participants will leave with a stronger working understanding of key damages concepts, common methodologies, and real‑world issues that can influence the strength and reliability of expert opinions. The session also explores how damages analysis can support broader case themes and contribute to more persuasive presentations, productive settlement discussions, and stronger overall litigation outcomes.

This is a practical skill-building workshop designed to enhance expert engagement and better support case strategy. [MM1.1][DS1.2]

Key takeaways include:

  • Practical terminology and concepts every IP litigator should be comfortable using
  • How damages experts develop defensible opinions in patent, trademark, copyright, and trade secret matters
  • The most common weaknesses in damages reports — and how to prevent them
  • Deposition questioning strategies that expose flawed assumptions and unreliable models
  • How to use damages analysis to strengthen case themes, settlement positioning, and trial narratives
  • How to prepare your damages expert for deposition and trial

This session will be moderated by Justin Lewis

Patents play a key role in many M&A transactions. This panel examines best practices in terms of structuring, vetting, and executing deals in this area, ranging from strategic carveouts to straight-up patent acquisitions. The discussion will focus on the perennial question “what’s market?” and offer diverse views from business professionals, in-house leaders, and experienced practitioners.

The workshop will focus on three topics:

  1. Diligence Mastery. Determining the value of IP rights is both challenging and crucial. The discussion will highlight best practices affecting value: vetting ownership, valuing claim coverage, and understanding existing third-party rights and encumbrances.
  2. Exploring Opportunities. Putting IP to good use is a priority for many businesses. The panel will explore how strategic acquisitions can help round out a company’s IP portfolio and how businesses should go about divesting IP that no longer aligns with strategic objectives.
  3. Trends & Risk Factors. The discussion will conclude with advanced topics, including cross-border consideration, emerging trends related to digital and AI assets, as well as antitrust developments.

This session will be moderated by Stefan Geirhofer

Brands can be powerful tools for extending the life and profitability of innovative products. Well-known examples such as Lego, Dyson, Listerine, and HDMI enabled companies to extend product life cycles beyond their patent life and achieve higher profit margins. However, not every brand successfully enables longer life cycles and greater profits. The panel will explore what makes some brands successful extenders of product life and profitability and how emerging brands can leverage past successes and avoid pitfalls.

This session will be moderated by Noor Al-Banna

Patent and data pools can advance life sciences where technologies are interdependent and transaction costs are high, but they are not universal solutions. This session explores when pooling works, why several efforts have stalled, and how to structure compliant models.

Connected healthcare devices increasingly reflect the convergence of MedTech and high-tech, embedding 4G/5G, Wi-Fi, Bluetooth, and video codecs, each tied to complex, overlapping patent ecosystems that create stacking risk. Recent licensing campaigns and litigation against connected respiratory and remote-monitoring products underscore the exposure. Addressing this environment requires coordinated solutions: targeted SEP and non-SEP pools to streamline access, alongside defensive acquisition and network-based models that reduce NPE risk. Together, these approaches lower aggregate risk and provide greater predictability for innovators operating at the intersection of healthcare and connectivity.

Diagnostic correlation tests appeared ripe for biotech patent pools given fragmented rights and heterogeneous assays; yet classical pools in this space have largely failed due to weak interdependency and a strong culture of exclusivity. We identify several strategies that could potentially translate from the electronics sector to biotech: limiting pools to valid, essential, and complementary patents; utilizing independent essentiality assessments; and implementing FRAND-style licensing with narrow grant-backs. The use of CRISPR technology, encompassing over 23,000 patent families, serves as a compelling case study for further exploring the challenges and opportunities of this approach.

Data pools for clinical-genomic and real-world-evidence data can improve access and interoperability if governed to avoid anticompetitive information exchange. Key safeguards include aggregation and anonymization, transparent access criteria, and firewalls for sensitive data. We frame compliance under U.S. guidance, highlighting safe harbors and restrictions to avoid, and close with practical metrics: time-to-deal, coverage of essentials, royalty stacking, and patient access.

This session will be moderated by Jayde Wood

This workshop presentation will address challenges and considerations for valuing “know-how” as part of a larger IP licensing relationship and strategies for retaining value if a portion of the IP rights (e.g., patent) expire. While a licensor may not be able to retain all royalties as time-limited IP rights expire, in some circumstances defaulting to a standard step-down rate approach may give away too much value. This workshop will explore strategies to structure IP licensing agreements with a “know-how” component, pitfalls to be aware of, and how to retain licensing value as IP rights may expire.

Our workshop will also discuss, time and discussion permitting, follow-on technology development and associated spin-off relationships. In many cases, Universities are not in the best position to commercially exploit their innovations, and at times the commercial plan involves some type of spin-off that commercializes the innovation, and sometimes further partnering with another commercial entity. These spin-off joint ventures many times involve continued work from University professors and personnel. We will explore strategies to create mutually-beneficial partnerships that still protect University IP value that continue well past signing the licensing agreement.

This session will be moderated by David Prange

This workshop is designed to be a practice-oriented conversation among academic licensors, corporate and IP counsel, and capacity builders. Speakers will explore when digital work outputs should be treated a derivative works, including research results involving software code, original/combined data, and models – generally excluding media and entertainment. Polling, role-play, and individual table discussions will involve: how far do traditional derivative work doctrines reach across intellectual property classes; whether and when AI-assisted outputs should themselves be characterized as derivative works; are derivative work doctrines changing or could change in the era of human instructed, arranged, and/or modified outputs; examples of business terms that embrace/avoid derivative work classifications for both the model (including architecture plus learned weights/parameters) and model outputs; present and probe on the most relevant case law and policy developments for licensing factors/decisions; key differences of interest among US and non-US jurisdictions; and surface any patterns and considerations to future-proof your agreements current and upcoming.

This session will be moderated by Marc Oettinger

The speakers have been involved in some of the most notable patent programs and litigation in the last few years, both in the U.S. and in various countries overseas, and will bring unique perspectives and offer valuable practice tips.

The workshop will present fresh content on the hottest issues in IP damages of the year, discuss trends, and offer practice tips, in i) global IP enforcement including how to build an effective global IP portfolio and how recent changes in damages law should be considered in building a global IP portfolio, ii) what currently is keeping licensing deals from getting done and how to cut through the red tape, and iii) an identification of the most impactful recent jury verdicts and court decisions and how they are affecting patent damages, valuation, and deal flow.

This session will be moderated by Kevin Schubert

Sponsored by

Most patent licensing campaigns struggle at the start. Deals stall when the evidence of use is weak or when it is unclear why certain patent families or targets were chosen. This session demonstrates a more defensible way to build a licensing package that can withstand hard questions from internal decision-makers and external counterparties.

We begin with a realistic scenario: a portfolio of patents, a list of potential implementers, and a decision-maker (speakers) asking three simple questions: why these assets, why these targets, and what proof is ready to share? The speakers explain what they look for at that stage, what they would not approve for outreach, and what must be in place before a campaign moves forward.
From there, we build a licensing package live. AI performs the initial analysis: screening the portfolio, surfacing relevant targets, and assembling early evidence of use. The audience then votes on key strategic decisions through quick feedback, including family selection, bundling strategy, target focus, evidence thresholds, first-contact disclosures, and opening economics. As decisions are made, the materials update in real time, and the workshop pressure-tests the result.

The working example centers on deep tech in semiconductors with direct ties to the GenAI supply chain. Throughout the session, the focus remains on building proof that holds up, aligning claim scope to real-world products, and structuring disclosure in a way that advances discussions without creating unnecessary risk. Attendees will leave with a practical understanding of where AI accelerates early-stage licensing work, where human judgment remains critical, and what an evidence-first outreach package looks like when all key stakeholders have a voice.

This session will identify the Top 10 court decisions over the past year that affect licensing. It will discuss each case and explore the implications for drafting and negotiating patent license agreements. Russell will highlight the issues these cases raise and make suggestions for ways to address those issues when drafting and negotiating agreements.

Be part of the team behind LESAM27 by getting involved in the planning process and helping shape the attendee experience. From program development to engagement opportunities, join us for your chance to collaborate with peers, bring your own ideas to the table, and contribute to the success of next year’s Annual Meeting.

An exclusive reception for LESAM26 sponsors, held as a thank you for all your valuable support. This invitation-only event is an opportunity to connect, network, and celebrate with fellow sponsors in a relaxed setting while recognizing your contribution.

Continue your LESAM experience at San Diego’s main music venue! Dance the night away with a live DJ and network with other attendees!

Tuesday, October 20

1. Navigating Patent Licensing and Influence on Cost in the Electric Vehicle Industry

  • Overview: A deep dive into the patent landscape of the EV industry, focusing on key areas of technology like battery design, electric drivetrains, charging infrastructure, and autonomous driving systems.

2. Global Perspectives on EV Patent Licensing and Litigation

  • Overview: A comparative analysis of how patent licensing and litigation is handled in key global markets for EVs, including the U.S., Europe, China, and other emerging markets.

3. Patent Litigation and Dispute Resolution in EV Technologies

  • Overview: Exploring the risks and strategies associated with patent disputes in the rapidly developing EV market.

4. Standard Essential Patents (SEPs) in Electric Vehicle Technology

  • Overview: The role of SEPs in the development and licensing of EV technologies, particularly in relation to global standards for wireless communication, charging infrastructure, and autonomous driving.

 

This session will be moderated by Wei Shi

This panel will bring together experienced licensing professionals, legal advisors, and industry executives who have successfully navigated the complexities of doing licensing deals involving Chinese life sciences assets. Over the past five years, China has emerged as one of the most active markets for life sciences deal-making globally, with cross-border licensing transactions reaching record levels and Chinese biopharma companies increasingly becoming sought-after partners for innovative therapies. This surge in activity underscores the strategic importance of understanding the unique regulatory, cultural, and business dynamics critical for companies seeking to in-license or out-license intellectual property with Chinese partners as this market continues to expand and evolve.

The panel will explore key strategic considerations and practical insights, addressing questions such as:

  • What are the key regulatory and legal frameworks governing deals involving Chinese life sciences assets, and how do they differ from Western jurisdictions?
  • How should companies approach due diligence when evaluating potential Chinese licensees or licensors?
  • What are the common deal structures for China licensing transactions, including territory splits, milestone payments, and royalty arrangements?
  • How do cultural factors and negotiation styles impact deal-making with Chinese counterparties?
  • What IP protection strategies should be employed before, during, and after entering a licensing arrangement involving Chinese life sciences assets?
  • How can companies navigate CFIUS, export controls, and other cross-border regulatory considerations when licensing to or from China?
  • What are the emerging trends in deals involving Chinese life sciences assets, including the rise of Chinese biotechs as licensors of innovative therapies?
  • How should companies structure option agreements and rights of first negotiation in the China context?

This session will be moderated by Adam Falconi

Federal laboratories produce world-class innovations in defense, health, energy, and deep tech, yet licensing them to industry often faces distinct hurdles: regulatory and administrative burdens (e.g., Bayh-Dole/Stevenson-Wydler compliance), export controls and dual-use restrictions, misalignment between public-mission priorities and private-sector timelines, scientist incentives and “cognitive dissonance” around commercialization, and difficulty identifying/prioritizing market-ready technologies.

The Federal Laboratory Consortium for Technology Transfer (FLC)—a nationwide network of >300 labs—has spent 50+ years bridging these gaps through education, matchmaking, tools, and partnerships. Recent examples include the DoD’s no-fee patent “holiday” evaluation licenses (2026 pilot), new interagency commercialization handbooks, expanded SBIR/STTR–tech-transfer linkages, and the formal FLC–LES partnership (launched 2024) that routes high-quality federal licensing deals into the LES Deal of Distinction Awards.

This session will examine persistent and emerging challenges through real case studies (e.g., dual-use aerospace/defense tech, biomedical devices, clean-energy innovations) and highlight practical FLC solutions: the FLC Business matchmaking platform, Learning Center trainings, regional networks, awards programs, and new entrepreneurial collaborations (e.g., with FedTech and RTI). Attendees will leave with actionable strategies for structuring long-term collaborative agreements, performing effective due diligence on federal opportunities, navigating export controls, and building win-win lab–industry relationships.

Diverse workshop perspectives (federal lab TTO, FLC leadership, industry licensee, IP/export-control counsel) will ensure balanced viewpoints from government, private sector, and legal/regulatory angles. The discussion will directly address the CFP guiding questions on best practices for academia/federal-lab licensing agreements and industry methods for identifying high-potential technologies.

Take Home Points:

  • Pinpoint the top 4–5 barriers to federal-lab licensing and proven mitigation tactics used by successful licensees.
  • Use FLC’s free tools, networks, and recent initiatives (DoD patent pilot, new handbooks, LES partnership) to shorten the path from lab disclosure to executed license.
  • Draft licensing terms that protect agency missions, reward inventors, manage export controls, and foster ongoing collaboration.
  • Apply lessons from award-winning federal deals (via FLC and LES programs) to your own portfolios.
  • Build lasting relationships with federal TTOs and the FLC network for future opportunities.

 

This session will be moderated by Whitney Hastings

The workshop will discuss the intricacies of handling IP as part of Aerospace and Defense (A&D) in contracts, how IP is viewed by the A&D companies, which forms of IP is most valuable, how to protect A&D IP from being stolen by adversaries. This workshop will coordinate with the LESI A&D activity that Bob is also championing.

This session will be moderated by Bob Held

The patent monetization landscape is undergoing a structural shift. The collapse of inter partes review as a reliable invalidation vehicle has driven a tactical pivot toward ex parte reexamination, while heightened Daubert scrutiny is forcing litigants to meet increasingly granular standards of proof on damages. Firms are securing significant trial wins, yet appellate vulnerability threatens to unwind those outcomes, sometimes catastrophically.

Recently, a failure in apportionment allowed the Federal Circuit to reduce a jury verdict to nominal damages, sending a signal to patent holders, litigation counsel, and the private capital markets that fund these cases.

This workshop brings together perspectives from IP counsel, litigation finance, and financial modelling to examine the critical gap between winning a verdict and monetizing its value through appeal. As demand increases for what funders are calling “”appellate monetization,”” (the underwriting of post-trial legal assets) the ability to construct damages models that withstand scrutiny has become increasingly important in the entire monetization chain.

From the litigator’s chair, we examine how counsel can navigate the evolving evidentiary gateways, where the line between an admissible damages model and a fatal exclusion is increasingly narrow. We consider how early strategic choices shape not only trial outcomes but appellate resilience and, ultimately, monetization potential.

From the funder’s perspective, we address how litigation financiers evaluate and price risk into their deployment decisions, including an examination of appellate monetization dynamics. Legal asset valuation, investment duration, and risk-off mechanisms all feed into a sophisticated and demanding underwriting and investment management process.

From a valuation lens, we examine idiosyncratic financial modelling frameworks designed to meet this challenge including data-oriented income approaches that anchor analysis to the real economic unit at issue, probabilistic methods to isolate incremental value, and defensible comparables analysis utilizing tiered royalty structures where thresholds are tied to actual licensing and market behaviour, via recent case illustrations.

The stakes extend well beyond any single case, shaping litigation strategy, funding economics, and the valuation of legal assets in the robust and growing market for alternative assets.

This session will be moderated by Adam Falconer

The Unified Patent Court (UPC) is reshaping patent litigation in Europe, especially in cases involving infringement across both Europe and the United States. By the time of the LES 2026 Annual Meeting in San Diego, the UPC will have just passed its third anniversary. Importantly, the UPC Court of Appeal will have issued a substantial number of decisions, offering greater clarity on the court’s approach—widely seen as favourable to patent holders.

The UPC has already influenced the resolution of global patent disputes, often encouraging early settlements. This workshop session, if accepted, will provide the latest insights into this trend, including the UPC’s supportive stance on injunctions. Attendees will learn how to coordinate litigation strategies between US district courts and the UPC to take advantage of both systems. The session also will cover how to prepare patent portfolios for UPC litigation, with practical tips on prosecution strategies that enhance enforceability.

Additionally, the session will address the implications of the UPC system for licensing and co-ownership agreements, emphasizing the importance of adapting contractual provisions to reflect the new European patent landscape. One of the speakers is a partner at the firm selected by Juve Patent as the UPC firm of the year for 2026.

Key discussion points include:

  1. Summaries of key UPC decisions, along with statistics and emerging litigation trends.
  2. Comparison of UPC and US district court litigation, focusing on differences in speed, cost, and available remedies.
  3. Patent prosecution strategies to strengthen portfolios for UPC enforcement.
  4. Guidance for licensing and co-ownership agreements under the UPC system.

 

This session is designed to provide practical, strategic insights for navigating the evolving landscape of transatlantic patent litigation and portfolio management.

“What happens when marketing cannot deliver your invention summary in time? What if AI could help you generate high-quality licensing materials in hours instead of weeks?

This interactive workshop demonstrates how to implement AI in real tech transfer workflows using structured prompting, CustomGPTs, and Retrieval-Augmented Generation (RAG). Rather than focusing on theory, the session walks through a realistic scenario in which a TTO must rapidly produce a marketing document from technical source material. Participants will see how AI tools can be used step by step to move from patent or disclosure to polished marketing content.

The workshop introduces a repeatable prompting framework that separates four components: request, layout, restrictions, and content. Attendees will learn how this structure improves output quality and consistency. Live-style demonstrations will show how to:

  • Analyze patents and extract commercially relevant insights
  • Convert technical disclosures into persuasive marketing summaries
  • Identify target industries and market segments
  • Use persona-based prompting to refine value propositions
  • Build and deploy CustomGPTs for recurring tech transfer tasks
  • Apply RAG to ground outputs in curated knowledge sources

 

The session also emphasizes human oversight and iterative refinement to improve reliability and reduce risk.

Participants will leave with practical workflows, prompt templates, and implementation strategies that can be immediately applied within their own tech transfer offices to accelerate commercialization efforts.

This session will be moderated by Jericho Wilkerson

This roundtable will explore practical and strategic considerations in common life sciences partnerships including joint development agreements and technology and IP licensing agreements. The speakers will review these partnerships from the partner selection phase through the agreement negotiation phase to the management of the relationship post agreement. The speakers will provide real world examples both from their experience and recent cases to demonstrate where critical attention should be focused and where complications frequently arise for both parties in these partnerships. Topics will include, among others, background and licensed technology, IP ownership, royalty clauses and regulatory, commercialization, and termination considerations.

This roundtable will discuss effective licensing strategies to both successfully enforce and defend against patent, trademark, and copyright litigation claims. The discussion will focus on (1) drafting dos and don’ts; (2) effective negotiation techniques; and (3) licensing strategies in litigation matters. The roundtable will discuss case studies and provide an update on relevant case law as well as walk through real-world applications of how an effective licensing strategy can set you up for litigation success.

Long before generative AI captured headlines, “classic” machine learning was already solving one of biomedicine’s hardest problems: isolating a small number of meaningful signals from vast, noisy biological datasets. Support Vector Machines (SVMs), and feature selection variants such as SVM Recursive Feature Elimination, still matter where licensing decisions are most exposed: limited training data, high clinical consequences, and scrutiny from clinicians, regulators, payors, and commercial partners. Pioneering IP here faces a paradox: foundational patents may be filed years before clinical validation, reimbursement pathways, and even the eventual market fully matures. That gap makes deal structure the bridge from patent to patient, aligning validation, updates, and trust.

This interactive, non technical roundtable uses SVM based diagnostics and cell phenotyping workflows as a compact case study to connect three recurring LES deal challenges: (1) translating foundational algorithms into commercial leverage, (2) defining data, model, and software rights that enable validation, deployment, and maintenance, and (3) structuring licenses that increase trust and long term value rather than creating zero sum battles, with deal scenarios and discussion.

We stay practical: what is realistically protectable, and how, when value lives less in the math and more in feature representations, curated training data, implementation know how, and clinical evidence; how to assess freedom to operate and open source exposure in traditional ML stacks; and how to allocate rights when performance, explainability, dataset access, improvements, and governance are the real negotiating terrain. Participants will apply a checklist to common AI/data licensing tensions: access vs. control; provenance, privacy, and permitted use; validation, audit, and publication rights; field of use boundaries, exclusivity, and sublicensing; and improvements, retraining, change management, and post-market monitoring.

To broaden valuation thinking, we briefly map cross-industry applicability (finance, cybersecurity, industrial quality control) and discuss what it means when claim scope or know-how becomes valuable in markets that emerged years after filing.

We close with a deal room lens on negotiation: listening-led, partnership-oriented moves that surface constraints, de-escalate technical impasses, and turn “no” into the next best joint step, an approach we call the Defendable Deal. Discussion is limited to publicly shareable practices.

Public funding is fueling innovation across biotech, AI, energy, semiconductors, and defense—but government money comes with strings attached. For licensing professionals, understanding how federal funding reshapes IP rights is critical to protecting value and avoiding unpleasant surprises.

This roundtable will examine 10 high-impact IP considerations in government-funded R&D and licensing transactions, using short hypotheticals and real-world examples to spark discussion. Speakers will include representatives from private industry, academia, and government contracts practice to provide multiple vantage points on risk, compliance, and deal strategy.

Discussion topics will include:

  • How Bayh-Dole actually works in practice (and common misconceptions)
  • The scope of the government’s nonexclusive license and its downstream implications
  • Managing data rights in defense and dual-use technologies
  • SBIR/STTR-specific IP considerations
  • Structuring sublicenses when subject inventions are involved
  • Navigating joint development agreements with mixed funding sources
  • Handling diligence disclosures and post-closing risk in M&A
  • Publication rights vs. trade secret protection in university collaborations

 

Participants will walk away with:

  • A framework for evaluating how government funding affects exclusivity and commercialization strategy
  • A working “Top 10” issue-spotting guide for licensing professionals
  • Practical contract-drafting approaches to mitigate common risks
  • Insight into how in-house counsel and universities evaluate and negotiate these issues

 

Whether you represent licensors, licensees, universities, startups, or established companies, this session will help you structure government-involved deals with confidence—and class.

Artificial intelligence is now embedded in software development, data analytics, content generation, life sciences research, and defense technologies, among other areas. Yet many licensing and commercial agreements still rely on legacy provisions drafted before the age of AI. As a result, core clauses governing data use, scope of license, derivative works, ownership, audit rights, indemnification, and compliance often fail to allocate risk clearly or address emerging AI use cases. This roundtable moves beyond high-level discussions and focuses on practical drafting. The roundtable will examine how traditional provisions should evolve when data may be used for model training, when AI systems assist in development, or when automated systems generate outputs that have commercial value.

Particular attention will be given to distinguishing training rights from deployment and output rights, allocating ownership in AI-assisted developments, preserving trade secret protection, and structuring IP ownership clauses in collaborative environments. The session will also address contractual governance mechanisms, including treating AI agents as users subject to defined permission levels, embedding data lineage and audit concepts into agreements, and allocating regulatory risk under evolving privacy, export, and AI regulatory frameworks. Through clause comparisons and practical examples, attendees will gain a framework for updating legacy templates to reflect AI-enabled realities while maintaining balanced, commercially workable agreements.

Free-download SOPs and field notes for productive license relationships — informed by hundreds of court cases — to help parties keep their dealings on course and off the rocks.
For students and managers: The Lighthouse Rules show how parties can get license agreements signed sooner; manage difficulties; and guard against gamesmanship. With pro tips and extensive case citations. For lawyers: Use the Lighthouse Rules as a toolkit when reviewing others’ contract drafts. Better yet: Save time and money — and break out of the legal-review hamster wheel — by proposing selected Lighthouse Rules to incorporate by reference in a binding term sheet. (Especially useful in smaller matters.)

This roundtable will explore intellectual property strategies for medical devices across major global markets, including the United States, Europe, and Asia (with a focus on Japan and China). As medical device innovation becomes increasingly global, differences in patent systems, enforcement practices, and licensing norms have a direct impact on commercialisation and deal‑making.

For licensing professionals, patent prosecution, PTAB proceedings, and district court litigation have long been interconnected. What has changed is the degree to which licensing outcomes now turn on how deliberately those stages are coordinated. Decisions made during prosecution increasingly determine standing, damages and lost-profits theories, disclosure obligations, and enforcement viability across venues. This roundtable focuses on how licensing teams and their counsel can manage these interdependencies intentionally to protect and enhance portfolio value.

Drawing from recent PTAB decisions and district court rulings, the roundtable will examine how ownership structures, assignment practices, and prosecution control affect standing and enforceability in licensing and enforcement campaigns. The discussion will address how claim scope, prosecution history, and record development shape damages and lost-profits analyses, and how early prosecution choices can either strengthen or undermine valuation and negotiating leverage.

The roundtable will also address disclosure and record-creation issues that frequently surface in PTAB challenges and litigation. Speakers will discuss how statements made to examiners, as well as omissions from the prosecution record, can later constrain enforcement positions or be affirmatively used against a patent owner. Particular attention will be paid to examiner error, why it matters in licensing-driven portfolios, and how failures in examination can create downstream risk if not addressed through proactive prosecution management and record correction.

A portion of the discussion will focus on prosecution control and continuation strategy as core licensing tools rather than administrative formalities. The roundtable will explore how disciplined continuation practice can preserve optionality, adapt claim coverage to market and competitive developments, mitigate estoppel and PTAB exposure, and support evolving enforcement and monetization objectives.

Participants will leave with concrete, practice-tested guidance for integrating prosecution, PTAB strategy, and district court considerations into a cohesive licensing-forward IP strategy, reflecting how sophisticated portfolios are built, defended, and monetized in modern licensing programs.

You receive a shipment of cell lines or other biomaterials from a commercial vendor, biorepository, or academic institution. The accompanying terms say “”non-commercial use only.”” But what does that really mean – and what happens when the line between research and commercialization blurs? Across the licensing landscape, approaches to biomaterial use restrictions vary wildly. Some licensors impose strict non-commercial and non-transfer limitations; others take a more permissive stance. Many recipients never fully investigate what restrictions apply to the materials they receive, and it is often difficult to identify the operative terms through the morass of standard terms and conditions, label licenses, and flow-throughs.

For licensors, biomaterial licensing often presents a significant and underexplored opportunity. By offering agreements that provide greater clarity and alignment with the diverse ways in which biomaterials are actually used in industry (such as tiered licenses that clearly delineate what is and is not permitted under each tier), licensors can potentially unlock new revenue streams and strengthen long-term relationships with licensees.

The result is a field rich with potential: licensors who take a strategic approach to biomaterial licensing can maximize the value of their assets, while commercial licensees benefit from clearer expectations and more predictable terms.

This roundtable will pull back the curtain on the evolving legal and licensing landscape surrounding cell lines and biomaterials. Whether you represent an academic research institution, a commercial enterprise, or a biomaterial repository, this roundtable will challenge your assumptions about how biomaterials are – and should be – licensed. Our speakers will examine recent developments in caselaw and federal policy that impact biomaterial licensing, identify some best practices and share practical insights on structuring agreements, managing risk, and navigating the gray areas that make biomaterial licensing one of the most underappreciated minefields in technology transfer. Come prepared to engage: after an overview of recent legal developments, we will open the floor for an interactive discussion on real-world approaches, common pain points, and strategies for addressing biomaterials.

Bayh-Dole compliance is often viewed as a university obligation, until it becomes an industry risk issue. As federal oversight increases, compliance with subject invention reporting, title elections, utilization disclosures, confirmatory licenses, and U.S. manufacturing requirements is directly affecting transaction timelines, valuation, diligence outcomes, and post-license obligations.
This roundtable will examine Bayh-Dole compliance through the lens of the deal. What happens when required reporting was missed? How do U.S. manufacturing requirements under 35 U.S.C. § 204 affect sublicensing or offshore production plans? What representations should industry partners seek? How should licensors prepare for diligence involving federally funded IP?

Rather than focusing solely on statutory language, this roundtable will walk through real-world compliance breakdowns that surface during licensing negotiations, M&A diligence, and portfolio reviews, and how both universities and companies can proactively mitigate risk.

Key topics will include:

  • Common compliance deficiencies identified during agency review or transaction diligence
  • Title election timing and risks under 37 C.F.R. § 401.14
  • Utilization reporting: what industry partners should understand before signing
  • U.S. manufacturing requirements and waiver strategies
  • Confirmatory licenses and government support clause issues
  • Representations, warranties, and risk allocation in federally funded IP agreements
  • Building compliance systems that support smoother transactions

 

Attendees will gain practical guidance on aligning compliance practices with commercial strategy, reducing surprises during diligence, and structuring agreements that appropriately allocate federal compliance obligations. Whether you are licensing university technology, acquiring federally funded assets, structuring sublicenses, or managing an institutional portfolio, this roundtable will provide actionable insights to ensure Bayh-Dole compliance strengthens, rather than complicates, your next transaction.

The venture exit bottleneck has emerged as a defining structural challenge in today’s innovation economy. In 2024, only about 40 out of roughly 1,300 venture-backed companies valued at $500 million or more achieved successful exits, leaving billions in capital locked up and significantly constraining distributions back to investors. With IPO markets uneven and strategic M&A activity selective and valuation-sensitive, the traditional liquidity pathways that underpin the venture capital model remain compressed. This environment is forcing startups, investors, and boards to rethink how value is created, realized, and communicated during extended holding periods. One increasingly important pathway is intellectual property monetization, particularly structured licensing strategies that convert innovation into recurring revenue streams without requiring a full company sale. In a constrained exit market, licensing is a strategic lever for sustaining returns and reshaping the venture lifecycle.

This roundtable, led by Silicon-Valley based startup funding and IP valuation expert, Efrat Kasznik, will explore how licensing professionals can play a central role in helping IP-rich startups navigate this prolonged exit cycle. Discussion topics will include: identifying licensable assets within broader patent and data portfolios; aligning licensing strategy with venture-backed growth narratives; structuring deals that preserve optionality for future exits; balancing enforcement, partnership, and ecosystem-building approaches; and integrating licensing revenue into valuation frameworks that investors recognize and reward. We will also examine cross-industry case studies highlighting how companies have used licensing to extend runway, improve EBITDA profiles, and create strategic leverage in acquisition discussions.

Participants will leave with practical takeaways: frameworks for evaluating when licensing is accretive versus distracting; approaches to communicating IP monetization strategies to investors and bankers; and actionable steps licensing executives can implement immediately to unlock value.

The venture capital landscape has never been more divided. AI startups are commanding unprecedented valuations and round sizes, with AI and machine learning accounting for nearly two-thirds of total venture deal value in 2025,while the vast majority of startups competing outside the AI spotlight are facing a materially tougher capital environment. In this new reality, a well-structured IP portfolio has emerged as one of the most credible signals of defensibility, differentiation, and long-term value that a non-AI startup can offer to investors.

In this roundtable session, Lynn Dudinsky Vice President of Foresight Valuation Group will lead a focused discussion on how startups operating outside the AI funding boom can strategically leverage their intellectual property to compete for capital, strengthen their valuation narratives, and unlock alternative financing structures. Drawing on his experience advising IP-intensive companies across industries, Lynn will explore how patents, trade secrets, and licensing strategies can be positioned not just as legal assets, but as active funding tools.

Key questions the session will address include: How do investors actually assess IP portfolios when evaluating non-AI startups, and what makes a portfolio compelling versus generic? What role can licensing revenue and IP-backed debt play as non-dilutive alternatives to equity financing? And how should founders and their advisors think about building and communicating IP value at each stage of the funding lifecycle?

Attendees will leave with practical frameworks for evaluating and strengthening startup IP strategies, actionable insights on how to present IP assets to investors and lenders, and a forward-looking perspective on how the funding landscape for non-AI startups is likely to evolve. For licensing professionals who advise or work alongside startups, this session offers directly applicable tools for a market environment that rewards those who can translate IP into financing leverage.

This roundtable will provide a battle-tested approach to building a profitable IP portfolio and structuring a licensing campaign for it.

First, we will focus on a “”diagnostic”” audit of your IP portfolio. We’ll explain two of our preferred approaches, and why both are necessary: a data-driven approach; and a hands-on “”in the room”” approach (e.g., one-on-one interviews, Department visits, etc.). The takeaway will be a roadmap for determining what IP is “on the shelf” and where the value is. We will teach how to find the highest-value markets within the current IP portfolio, and how to gauge industry interest.

Second, we will explain what a well-structured licensing campaign should look like. This would involve a discussion of finding potential “targets,” understanding how your IP fits into an accused product, understanding the “royalty base” and likely licensing rates, and how to define “success” upfront.

Third, we will discuss some of the practical considerations involved in (potential) IP litigation. We will discuss how to choose an optimal jurisdiction (with an eye toward the whole campaign), the advantages (and disadvantages) of enforcing IP in the U.S., Europe, and Asia, and ways to find alternative sources of revenue (e.g., investments from companies, litigation funders, and risk-sharing/contingency arrangements re: law firms).

Fourth, we will discuss how to best write an IP-notice letter to start the campaign. In particular, we will address: (1) how to avoid declaratory-judgment problems, yet still invite a response; (2) how to consider the legal effect of a notice letter re: method patents and willful infringement; and (3) whether (and when) the better approach is to not write a letter at all.

Sponsored by

Licensing agreements routinely allocate technical and regulatory risk but rarely account for the economic consequences of incomplete information. When representations about exclusivity, safety, provenance, or regulatory status prove inaccurate, disputes become questions of economic overpayment rather than simple breach. This roundtable applies price‑premium and information‑asymmetry concepts to real licensing structures, showing how milestone payments, indemnities, and clawbacks can be calibrated to actual risk transfer. Through an annotated agreement exercise, attendees will identify where value assumptions fail and how contract structure can reduce post‑transaction conflict. The emphasis is on translating damages theory into practical deal design rather than retrospective litigation analysis.

University tech transfer offices are under increasing pressure to translate research into real-world impact-but the path from lab bench to market remains fraught with complexity. This roundtable brings together seasoned technology transfer leaders from two of the nation’s leading UC institutions and a practitioner experienced in life sciences transactions for a candid, interactive discussion of the strategic and practical challenges of university licensing. Drawing on their distinct vantage points—licensor, licensee, investor, and counsel—participants will explore how different stakeholders approach these transactions, where tensions commonly arise, and how parties can find alignment despite competing priorities. In life sciences spinoffs, the conversation will examine how startups, established companies, and universities each navigate the unique dynamics of academic licensing, from managing expectations around timelines and milestones to balancing commercial objectives with institutional mission. For high-tech and engineering spinouts, the roundtable will address how founders, investors, and technology transfer professionals work through the competing interests that shape deal structures. Rather than focusing on specific contract terms, this roundtable emphasizes the real-world negotiation dynamics and relationship-building that determine whether university innovations successfully reach the market. Whether you represent a startup seeking to license foundational university technology, an established company exploring academic partnerships, an investor evaluating spinout opportunities, or an institution looking to benchmark its licensing practices, this roundtable offers practical perspectives on navigating university licensing from every seat at the table.

With the ever-increasing number of deals within Life Sciences, it is critical to deploy good governance and oversight at each stage in the partnering lifecycle. This roundtable session will cover an overview of a typical audit approach, contractual pitfalls, and key learnings from the field.

The value of intellectual property relies on the owner’s ability to control its use and licensees’ ability to develop it in new ways. Counterfeiters undermine this value and disrupt the development of new uses. While this is clear, it is less clear how to effectively stop such theft. This roundtable examines multiple ways to fight fakes and stop counterfeiters.

FRAND determinations and royalty rates are well established for handsets. But how does rate-setting work beyond that, where value is no longer tied to devices sold, but to monthly active users or subscription revenue? What happens when license offers span multiple standards rather than a single generation? At the same time, outside the cellular world, patent ownership data is often fragmented or opaque, making it difficult to understand who owns what. This workshop will explore emerging SEP challenges and creative licensing models in a rapidly changing landscape, one shaped by industry convergence, consolidation, and value chains that increasingly cut across sectors.

This session will be moderated by Shelly Irvine

Federal funding recipients and their licensees must comply with many requirements under the Bayh-Dole Act (including timely disclosure of federally funded inventions and steps to achieve practical application). The risks of noncompliance include loss of patent rights to such inventions or government grant of a license to third parties. This affects not only federal funding recipients and licensees, but also their investors, strategic partners and acquirors. This workshop will discuss Bayh-Dole compliance practices, risks and risk mitigation strategies, diligence of IP originating from federally funded institutions, and latest U.S. government policies and practices.

This session will be moderated by Maya Elbert

Artificial intelligence (AI) is increasingly pervasive in all aspects of life, and it’s important to understand both the opportunities and risks associated with this technology. The workshop will discuss a range of topics related to AI, including different types of AI systems and how they work, challenges in developing AI systems, and different applications of AI systems. Speakers will also present on what it means to use AI responsibly, risks associated with using AI (including bias) and best practices in managing these risks. Further, implications for Licensing of AI technologies will be considered, including what can be done to manage risks associated with using and licensing output of AI systems, and how to negotiate and manage transactions in which AI will be provided as a service.

This session will be moderated by Jason Gish

University Express Licenses are becoming more common as a solution to reducing negotiation time between start-ups and their university tech transfer offices. Many Express Licenses are only offered for certain technologies such as engineering, software, and sometimes medical devices which can sometimes be harder to license. What are the pros and cons of these licenses? Should we encourage them or not? What do the start-ups, their investors and lawyers think of them?

This session will be moderated by Katharine Ku

Some of the world’s most groundbreaking life science discoveries are conceived at educational and research institutions. Translating those discoveries from the bench to patients is one of the most challenging and improbable feats that can be accomplished by any group of people. This is especially so given the volatility of today’s environment as it relates to regulatory hurdles as well as venture and governmental funding.

In this session, the expert workshop comprised of institutional, venture, pharma, and startup representatives, will discuss this process which requires confronting the unique challenges involved in satisfying the divergent institutional and commercial interests of the key players involved. This while also focusing on the inherent positive synergies that exist in the common mission of improving healthcare for patients in need and generating the necessary revenues to justify commercial investment.

Audience Takeaways:

  • Exploring the core interests of institutions, venture, pharma, and startups in the translation model
  • Identifying common deal pitfalls and how to avoid them
  • Managing IP risk, equity structures, and royalty models
  • Examining new deal paradigms including as caused by the reduction of grant and investment funding

This session will be moderated by Dan Shores

A final evening to celebrate new connections, shared experiences, and the success of LESAM26.

Emerald Hornblower is the jewel of City Cruises San Diego Fleet! 

Amazing bow views will greet you at this unique experience at the Emerald with an expansive white marble bar. Relax in the comfortable climate controlled interiors or take in breathtaking views on the sundeck which overlooks the San Diego Bay.

Not only will the Emerald Hornblower offer stunning views and great interior, LES will provide:

  • Food
  • Drinks
  • & a Live DJ!

 

Don’t miss out on this unforgettable experience! Add the boat tour to your LESAM26 registration! Read more and register here

Wednesday, October 21

The Certified Licensing Professional (CLP) credential in intellectual property licensing and commercialization is a valuable career asset. This certification indicates to clients, colleagues and potential employers that you have advanced experience and qualifications in key identified subject areas. This course will provide you with a high-level overview of the major performance domains and content that you may see in your CLP exam so that you feel more prepared to take the certification exam. Applicants are strongly encouraged to fully prepare for taking the exam. For more information on the CLP Exam and ways to study, and to view a copy of the CLP Candidate Handbook, please visit the Certified Licensing Professionals, Inc.

Disclaimer: This course is not intended or meant to replace exam study and professional experience.

  • Principles and concepts from each of the five established CLP exam modules
  • Interactive sample questions from the CLP Sample Exam

 

Read more about the course here

Register here