LES/AUTM 2003 Spring Meeting:
Setting the Gold Standard in Intellectual Asset Valuation

Meeting Homepage | Schedule at a Glance | Plenary Sessions | Add-On Seminars
Workshops | PDS Workshops | Fundamentals of Intellectual Asset Management
Register | Hotel | Philadelphia | About the Organizers

Speaker Biographies

Imma Barrera
Dr. Imma Barrera is the Senior Licensing Associate for the Office of Industrial Liaison at Mount Sinai School of Medicine where she manages all aspects of licensing technologies arising from the biomedical portfolio. She holds a Ph.D. in Molecular Biology from the University of Zurich, and has over 12 years of research experience in the field of molecular biology/virology including work for GlaxoSmithKline in the area of target validation, assay development and mechanism of action studies for drug discovery programs. Before joining MSSM, she held positions of increasing responsibilities at Rutgers University's Office of Corporate Liaison and Technology Transfer and the Department of Patents and Technology Marketing, at the University of Minnesota.

June Blalock
Coordinator, Technology Licensing Program
USDA, Agricultural Research Service, Office of Technology Transfer

June Blalock has been Coordinator of the Technology Licensing Program at the U.S. Department of Agriculture (USDA), Agricultural Research Service since 1993. Prior to joining USDA, she was Associate Director of the Triangle Universities Licensing Consortium (TULCO), where she had primary responsibility for licensing biotechnology and biomedical inventions. She has held sales and marketing positions at International Biotechnologies, Inc. and has taught microbiology at the University of Maryland and at Goucher College.

Ronald Bleeker
Ronald Bleeker is a partner in the firm's Washington, DC office. He joined the firm following a twenty-year career as an IP litigator and as the chief in-house patent counsel for several major corporations. Mr. Bleeker's current practice includes client counseling, licensing, litigation, appellate work, alternate forms of dispute resolution, and the management of corporate intellectual property portfolios.

Mr. Bleeker began his legal career with a large intellectual property firm in New York, where his practice was focused on patent litigation and licensing. In 1980, he joined the legal department of W.R. Grace & Co., where he served as Senior Patent Counsel and later as Chief Patent Counsel. Following his tenure with Grace, Mr. Bleeker served as Chief IP Counsel for AlliedSignal, Inc. and then as General IP Counsel for Mobil Oil Corporation.

Mr. Bleeker is a frequent lecturer on IP licensing, IP due diligence, and IP management. He is an Adjunct Professor at The George Washington University Law School where he teaches IP Licensing, and he is a regular instructor for Patent Resources Group at its course on "Patent and Know-How Licensing."

Jeffrey M. Bockman
Jeffrey M. Bockman is Vice President, Defined Health. Jeff's scientific expertise encompasses a broad range of therapeutic disciplines, including virology, cancer, respiratory medicine, drug delivery and gene therapy. Before joining Defined Health, Dr. Bockman was a Senior Research Scientist and Research Project Leader in the commercial development of oligonucleotide therapeutics for viral diseases and cancer at Innovir Laboratories. He served as an Assistant Research Professor at The George Washington University School of Medicine after his post-doc there. He received a BA from University of California at San Diego, an MA in English from New York University, and a Ph.D. in Medical Microbiology from the University of California at Berkeley. Jeff is a co-founder of a major literary magazine, Literal LattÚ. He is of course a member of the Licensing Executives Society.

Dawn A. Bonnell
Dr. Dawn A. Bonnell is the Trustee Professor of Materials Science at the University of Pennsylvania and the Director of the Center for Science and Engineering of Nanoscale Systems (SENS). She received her PhD from the University of Michigan and was a Fulbright scholar to the Max-Planck-Institute in Stuttgart, Germany, after which she worked at IBM Thomas Watson Research Center. Her current research involves atomistic processes at oxide surfaces, nanometer scale phenomena in materials, and assembly of complex nanostructures. She has authored or coauthored over 150 papers, edited several books, including Scanning Probe Microscopy and Spectroscopy: theory, techniques, and applications, and was recognized by the Presidential Young Investigators Award. Professor Bonnell has taught short courses for scientific societies, served as a Founding Board member of the Nanoscale Science and Technology Division of AVS, on the Board of Directors and is currently the president of AVS. She is a fellow of the American Ceramic Society, is on the editorial boards of several journals, on national and international advisory committees, and is involved with several nanotechnology based companies.

William Brah
William Brah is the Director of the Environmental Business and Technology Center and Special Assistant to the Vice President for Economic Development at the University of Massachusetts President's Office. He runs the University's venture development center for environmentally effective technologies, working to commercialize both faculty intellectual property as well as assisting outside start-up companies.

John W. Caldwell
John W. Caldwell is a partner in the intellectual property law firm Woodcock Washburn LLP of Philadelphia and Seattle. John is chair of the firm Patent Prosecution and Client Counseling Practice Group.

John specializes in "startup" business development, patent prosecution, counseling, licensing, trademarks, and copyrights and has established a national reputation for facilitating the transfer of technology from academic institutions to private endeavors and among corporations. John is active in issues appertaining to FDA regulation of pharmaceuticals and counsels numerous healthcare clients.

John has been instrumental in securing patent protection for new families of nucleic acid-active drugs. He also guided patents in breakthrough polymer batteries. Other projects include: the development of microchip devices that function with light, rather than electricity; combinatorial drug chemistry, radiographic imaging; sensors for pollution abatement; and new drugs and diagnostics for the treatment of AIDS, cancer and other diseases.

Gary C. Cupit, Pharm.D.
Gary is currently Vice President, Global Business Development and Licensing, Novartis. He has more than 15 years of pharmaceutical and healthcare industry experience in addition to 14 years in university-based academics and consulting in clinical pharmacy. Prior to joining Novartis, Gary held positions in Business Development at Knoll Pharmaceutical and was Vice President, Cardiovascular Business Unit (Angiomax¨) with The Medicines Company of Cambridge, MA. Gary has also worked at SmithKline Beecham Pharmaceuticals in a number of capacities in sales(RMA), product management (Tagamet¨, Hycamtin¨) and new product development (Kytril¨, Androderm¨, Argatroban¨). Prior to joining the pharmaceutical industry, Gary held faculty positions at New York Hospital-Cornell Medical Center, the University of California, San Francisco, the University of Pennsylvania and the University of Tennessee, Memphis. Gary earned his Bachelor of Science in Pharmacy from the Medical College of Virginia and Doctor of Pharmacy from the Philadelphia College of Pharmacy and Science.

J. Alejandro Donoso, Ph.D.
Aventis
Corporate Development
Director Technology Licensing & Alliances

Dr. Donoso obtained his B.S. in biology at the Catholic University, Santiago, Chile, and his M.S. and Ph.D. in Pharmacology at the University of Kansas College of Health Sciences, Kansas City. He served as Assistant Professor of neurobiology at the Catholic University, Santiago, Chile; Research Associate, Ralph L. Smith Research Center at the University of Kansas College of Health Sciences. He also served as Research Associate Professor in the Department of Neurology at the University of Kansas College Health Sciences and as Research Physiologist at the VA Neuroscience Research Laboratory. In 1987, Dr. Donoso had the opportunity to join Hoechst Rousell Pharmaceuticals as Manager for Scientific Affairs. Dr. Donoso has served in several different positions as Hoechst evolved to become Aventis including Associate Director Strategic Intelligence, Associate Director Scientific Development, Associate Director New Product Development, Director Scientific Competitive Intelligence and is currently Director of Technology Licensing and Alliances.

Dr. Donoso is a member of several professional societies including the Licensing Executive Society, AUTM, Society for Neuroscience, American Academy of Neurology, The New York Academy of Sciences, American Society for Neurochemistry, International Brain Research Organization, and Sigma Xi. His major areas of interest in neuroscience include neurodegenerative diseases and psychiatric disorders.

Carol J. Frankenstein is President of BIO/START, Cincinnati's bio/medical start-up center. She has 25 years of experience in business, health care and non-profit management. Under her leadership, tenants generated over $25 MM in research and equity investments. She has her MBA from the University of Chicago and BA from Ohio State University.

Tom Fitzsimons
Tom Fitzsimons is responsible for the Start-up Business Development efforts at the University of Pennsylvania's Center for Technology Transfer and has led that effort for the past two years. In that period of time he has helped to spin out over 25 new ventures based around Penn technologies. Tom has a background in biology and electronics and comes to the Center after twenty years working in sales, marketing and product development in the medical device industry. He served both as a consultant to and employee of a variety of early stage companies. He founded and managed a diagnostic imaging center in Philadelphia, invented and licensed a device for the capture and control of aerosolized drugs used to treat AIDS and conceptualized and developed a new intracardiac imaging system for guiding catheters in the heart.

Ian Harvey
Ian Harvey is the CEO of BTG plc, one of the leading organizations for acquiring, developing and licensing intellectual property rights. He was with Vickers and then Laporte Industries for 10 years, and served for seven years at the World Bank operating in Asia and in Africa. He joined BTG in 1985 as CEO. He became a Director of the Intellectual Property Institute in 1998 and Chairman in 1999. He has an MA in Mechanical Sciences from Cambridge University and an MBA from Harvard University. He serves on the Board of Primaxis Technology Ventures, Inc. and on the European Advisory Council of Air Products and Chemicals, Inc. He is also a director of other BTG companies.

Steven D. Hobman
Steve began his career in banking in 1983 at the former American Bank, which later became Meridian Bank. He spent thirteen years at Meridian in a variety of lending functions.

Steve has been involved in the technology finance business for the past sixteen years. Steve started the region's first technology lending group while at Meridian Bank in 1994. In conjunction with that effort he developed the concept of TechBanc, a strategic partnership with the Eastern Technology Council, which was transferred to Progress Bank in 1998. As Senior Vice President of Specialized Lending at Progress Bank, beginning in 1996, Steve grew the business to over 70 relationships and $100,000,000 in commitments. In 2002, Steve successfully engineered the acquisition of TechBanc by Comerica Bank - California, whose Technology & Life Sciences Division is a national leader in lending to venture-backed companies. He is now Senior Vice President and Regional Managing Director for the Mid Atlantic - North region of the Technology and Life Sciences Division.

Steve also formed the Ben Franklin/Progress Capital Fund, LP, a $9MM mezzanine fund, for which he serves as a Partner. He also is founder of New Spring Ventures, a $90 MM SBIC Fund, which makes equity investments in emerging companies in technology, health care and business services.

Steve serves on the boards of: Neighborhood Health Agencies, Inc., Rankin Corporation, American Compliance Systems, Inc. and Eastern Technology Council. He has been a speaker on financing technology companies at numerous events and was named Visionary of the Year in 1998 by the Great Valley Chamber of Commerce. He holds an AB with Franklin and Marshall College, an MBA from West Chester University and graduated with honors from Stonier Graduate School of Banking.

Steve lives with his wife and three daughters in West Chester, PA.

Lewis Koppel
Dr. Lewis Koppel is a Managing Director of InteCap, Inc., consulting in all areas of intellectual property and other civil litigation, valuation, and technology assessment. In litigation, Dr. Koppel has testified as an expert in both Federal and State Courts, and in arbitration proceedings, on reasonable royalties, lost profits, and profit disgorgement in intellectual property disputes, including patent, copyright, and trade secret matters. In addition to his work in the intellectual property area, Dr. Koppel has provided testimony on financial and economic issues in antitrust, breach of contract, and tortious interference matters.

He has significant experience in corporate strategic and business planning and in new product development, including the issues involved in technology assessment, valuation, and the economics of long-term business plans and investment alternatives. Dr. Koppel has had extensive domestic and international experience in the identification, valuation, and negotiation of acquisitions and licensing of both technology and businesses. His international experience includes participation in joint ventures and licensing agreements in Japan and Europe. He also was a board member of a high-technology Japanese joint venture.

N. Peter Kostopulos
Mr. Kostopulos is a partner in the Washington D.C. office of the 450-lawyer firm of Womble Carlyle Sandridge & Rice PLLC. Mr. Kostopulos has represented a variety of life science companies, including drug development, drug delivery and medical device companies in a variety of corporate partnering activities. A majority of his clients have been based in Europe and the United States, for which Mr. Kostopulos has drafted and negotiated over 50 domestic and transatlantic transactions. He is an experienced litigator, and has handled numerous licensing disputes for clients. He is a graduate of Georgetown University Law Center and Georgetown University.

Marc D. Kozin
Marc Kozin is president of L.E.K. Consulting and helped establish the Boston office in 1987. He has over 15 years experience in corporate and business unit strategy consulting, mergers and acquisitions advisory services, and shareholder value management.

Marc leads L.E.K.'s life-sciences practice. He has assisted biopharmaceutical leaders with issues such as business plan development, acquisition opportunities and target screening, licensing and joint ventures, portfolio optimization, product commercialization, and international marketing strategies. Marc is on the Board of Directors at Lynx Therapeutics and on the Board of Governors at New England Medical Center. In 2002, he was named one of the 25 most influential consultants by Consulting magazine.

He received his B.A. with Distinction, Magna Cum Laude, in Economics from Duke University. He was awarded an M.B.A. with Distinction from The Wharton School, University of Pennsylvania.

Roger Longman
Managing Partner, Windhover Information Inc.
www.windhover.com

Roger Longman is a Managing Partner at Windhover Information Inc., a Norwalk, CT-based health care business information company.

Mr. Longman completed his BA at Cornell University and an MA at the University of North Carolina at Chapel Hill, then taught for three years at the European Division of the University of Maryland. In 1983, Mr. Longman joined The Wilkerson Group as a writer for the publication IN VIVO: The Business & Medicine Report. After becoming editor of IN VIVO, he created a database of health care transactions, publishing this information in a directory, The Health Care Strategist.

In 1989, Mr. Longman and David Cassak, also a Managing Partner at Windhover, led a buyout of the publications, moving the operation to Norwalk, CT and renaming it Windhover. The company created several new monthly reports, including START-UP: Windhover's Review of Emerging Medical Ventures and, more recently, In Vivo Europe Rx: Inside Europe's Biopharma Companies. The transaction database was made into a Web-based electronic system, Strategic Intelligence Systems, which allows users to search for transactions by a variety of deal-structure, value, therapeutic and scientific categories, along with the related SEC-filed contracts and articles from all Windhover publications. Windhover also created a conference business with five major annual meetings, including Pharmaceutical Strategic Alliances (New York), Euro-Biotech (Paris), BIO-Windhover (Washington, DC), and Marketing Pharmaceutical Innovation (Philadelphia). Mr. Longman writes extensively about the pharmaceutical and biotechnology industries in IN VIVO and START-UP, as well as the transaction side of health care, and is a frequent speaker before various industry groups.

Robert P. ("Bob") Moran President, Plexus Ventures LLC
Bob Moran has invested his time and talents in the global pharmaceutical industry for more than 25 years. Mr. Moran is the President of Plexus Ventures LLC, a 12-year old entrepreneurial firm providing strategic advice and business development support to pharmaceutical, biotechnology and drug delivery companies worldwide from offices in London, Los Angeles, Philadelphia and Warsaw. Prior to joining Plexus Ventures in 1991, Mr. Moran served in a variety of Business Development, Marketing, Strategic Planning and Finance roles for SmithKline Beecham plc and as a Business Development Consultant to Hybridon, Inc.

Bob Moran has extensive experience in identifying, negotiating and closing product, compound and technology deals in the pharmaceutical industry. Among his firm's current and past clients are Novartis Pharma AG (Basel, Switzerland), CIMA Labs (Minneapolis), Inhale Therapeutic Systems (San Carlos, CA), Neurex Corporation (now part of Elan plc), NPS Pharmaceuticals (Salt Lake City, UT) and Polfa Kutno Pharmaceutical Company (Warsaw, Poland). Plexus Ventures has concluded transactions with many of the multinational pharmaceutical companies and a host of smaller ones.

Plexus Ventures helps clients turn challenges into success stories.

Lori Pressman
Lori Pressman uses her extensive licensing experience (MIT TLO) and metrics (AUTM) background in her private consulting pratice, which include diligence for the investment community, patent strategy for high tech start-ups, and metrics and survey design for nonprofits and government agencies She is a engineer by training, having worked at Lasertron, an MIT start-up and Bell Labs in the 1980's, following physics and electrical engineering degrees from MIT and Columbia, respectively.

Melinda S. Shockley, Ph.D.
Director, Business Development of Medarex, Inc., a Nasdaq-listed biotechnology company developing monoclonal antibodies for the treatment of a wide range of life threatening and debilitating diseases. Prior to joining Medarex in May 2001, Dr. Shockley served as Licensing Associate at Johns Hopkins University where she managed the development and commercialization of life sciences-related technologies. She also formerly held technology transfer positions at the National Heart Lung and Blood Institute and at the University of Pennsylvania. Dr. Shockley completed her post-doctoral work at the University of Pennsylvania Institute for Medicine and Engineering after earning her Ph.D. in Pharmaceutical Chemistry from the University of California, San Francisco.

Kim Rosenfield
Kim is Of Counsel in the firm's Boston office and practices in the Business and Finance Section, representing clients in biotech and healthcare related industries. Kim counsels clients on a variety of business and technology-related matters, such as research and development issues, risk management, marketing and distribution, with a focus on intellectual property. Kim has extensive experience with strategic alliances and collaboration agreements, especially transactions involving technology transfer agreements and licenses. She has worked with many universities and medical centers on commercialization of new technologies, and represents inventors or emerging companies as well as public companies and non-profits.

Prior to joining the firm, Kim held the position of Vice President of Corporate Development and General Counsel for a start-up medical company, Biohorizons Implant Systems, Inc., where she was responsible for corporate development as well as all legal affairs.

Kim was previously a member of a law firm in Alabama where she established an intellectual property division for the firm and developed a high technology practice involving strategic alliances and licensing relating to a wide variety of technologies on behalf of universities, hospitals, major corporations and start-up companies.

In addition, Kim spent two years as Special Assistant to the Deputy Assistant Attorney General at the U.S. Department of Justice.

Kim is admitted to practice in Massachusetts, Washington, D.C. and Alabama. Kim earned her B.A., cum laude,Êfrom Yale University (1975). She was awarded her J.D. from University of Virginia Law School (1980), where she was Editor of Virginia Journal of International Law and a member of the championship National Moot Court team. She has served as Adjunct Professor at The University of Alabama at Birmingham since 1996 and as a visiting lecturer at Franklin Pierce Law Center. Kim is co-founder of The Children's Heart Project, a charitable foundation.

Dr. David Scholl
Dr. Scholl received his Bachelors Degree from Indiana University, South Bend; he holds a Ph.D. in Microbiology from Ohio University, and in 1981 was awarded a post-doctoral fellowship at the Roche Institute for Molecular Biology of Nutley, NJ. Scholl has been with Diagnostic Hybrids, Inc. since its inception in 1983, having joined the company first as Director of Research and then assuming the role of President and CEO in 1997. Scholl began a consulting relationship with Athenian Venture Partners of Athens, OH in 1997, and became a Partner in their Life Sciences Group in 2000. He currently serves on two Ohio state boards; the Governor's Technology Action Board and the Board of Omeris, OhioÕs Bioscience organization. He also currently serves as an Observer to the Board of CancerVax, Inc., a biotech company currently with two late stage melanoma vaccine trials well underway and located in Carlsbad, CA.

DHI has emerged as the world's leader in the commercial cell culture industry because of its unique development and commercialization of genetically engineered cells for multiple diagnostic applications. Their cell cultures and monoclonal antibody kits provide the clinical testing laboratory with substantial diagnostic features and benefits unmatched by currently available commodity cell cultures supplied by competitors. The recent acquisition of one cell culture division and one cell culture company in 2002 has added significantly to their sustained growth. Now with over 85 employees, and multiple strategic research collaborators within and outside Ohio, DHI looks forward to continued corporate growth from its base in Southeastern Ohio and from its strong partnership with Ohio University. Chris Starr
Christopher Starr is a Managing Director and Vice President of Investments at Innovation Philadelphia. Innovation Philadelphia is a public/private partnership dedicated to increasing the region's entrepreneurial capacity and positioning Philadelphia as a leader in the Global Knowledge Economy.

Barry Stein
Dr. Barry Stein is the Executive Vice President and Corporate Secretary of the Ben Franklin Technology Partners of Southeastern Pennsylvania (BFTP/SEP), a regional economic development organization that supports technology companies through investment and technical support, with which he has been associated since 1984. He served as Acting President of BFTP/SEP from 1996-1998. He has more than 38 years of research, research management, technology transfer, and investment experience. Dr. Stein directs the Ben Franklin Technology Partners' technology services and workforce programs, which provide assistance to companies in meeting their technical, informational, and workforce needs. He identifies and develops major regional technology initiatives, such as the Nanotechnology Institute (NTI), that has received $10.5 million funding from the Commonwealth of Pennsylvania. Also, he is developing and implementing a federal funding strategy for BFTP/SEP.

Janiece Webb
Senior Vice President and General Manager
Advanced Technology Businesses
Motorola

Janiece Webb is Senior Vice President and General Manager of Advanced Technology Businesses at Motorola. She is building an IP licensing portfolio business for Motorola and is launching several internal and external start-up businesses intended to drive Motorola's future growth. She began her career at Motorola in 1972 and over the next 28 years she gained extensive experience in all key business functional disciplines and served as a General Manager in the majority of Motorola businesses. Janiece was profiled in Fast Company's "Who's Fast 2000" as "one of the company's highest-impact change agents."