Workshops
New York Workshop: Integrating Intellectual Property, Finance, and Valuation
March 19, 2025
New York, New York, USA
Overview
INTA welcomes you to the heart of the Financial District to learn about global trends in IP valuation and how to grow and manage intangible assets from renowned speakers with international experience.
Date: March 19, 2025
Time: 8:00 am–12:00 pm ET
Location: Convene One Liberty Plaza (1 Liberty Plz Fl 2, New York, NY 10006)
What You’ll Learn
Join us for the New York iteration of a global workshop series on the financial implications of IP and its strategic importance in business.
The workshop will especially focus on intangible assets and their relevance to private investors, venture capitalists (VCs), and financial institutions.
Special focus will be placed on the valuation of trade secrets.
Who Should Attend
This event is open to all who are interested.
Professionals in finance, law, technology, business, and other related industries are welcome.
The Business of Trade Secrets Conference
Following the Finance Workshop, beginning at 2:00 pm at the same location, will be our Business of Trade Secrets Conference. Explore the dynamic relationship between trade secrets and other IP rights and equip yourself with the tools and knowledge to navigate this complex and evolving landscape in the world of AI.
Registration for the Conference is separate from that for the Workshop.
Workshop Schedule
Wednesday, March 19, 2025
Badge Collection and Networking Breakfast
Welcome Remarks
Speaker: Brian Daniel, Vice President, Charles River Associates (USA)
Introductory Remarks
Speaker: Etienne Sanz de Acedo, CEO, International Trademark Association (USA)
Global Trends in Intellectual Property: Insights from Leaders
Join us for a high-level discussion on the latest global trends in intellectual property (IP) and the growing significance of intangible assets. This session will feature perspectives from leaders in various fields, including multinational corporations, brand consulting, and private equity, who will share their insights on how IP is shaping business strategies and driving value in today’s economy. Discover how companies are navigating the complexities of IP management, leveraging intangible assets for competitive advantage, and adapting to evolving regulatory landscapes and the ever-changing world of AI.
Moderator: Hugo Hensley, Valuation Director, Brand Finance (UK)
Speakers:
- Hayley Berlent, CEO, Additive Impact (USA) and 2025 INTA Advisory Director
- Elisabeth Stewart Bradley, Vice President, Innovation Law, Bristol Myers Squibb (USA) and 2025 INTA President
- Andres Gonzalez, Principal, L. Catterton (USA)
Unlocking Investment Potential: The Power of Intellectual Property
Discover the game-changing role of intellectual property (IP) in investment decisions. Learn how investors evaluate IP, the criteria they use, and the impact of AI on IP valuation. Explore how early-stage startups and scale-ups can leverage IP as collateral in financing and its influence in purchase decisions.
Moderator: Tim Smith, Principal, Global Head of Consultancy at Rouse (UK)
Speakers:
- Gary Raichart, Managing Director, Kroll (USA)
- Lally Rementilla, Growth Capital Investor (Canada)
- Minerva Tantoco, Interim CEO, CTO, Strategic Transformation, City Strategies (USA)
The 2025 Macroeconomic Outlook for Mergers and Acquisitions and Capital Markets
In today’s rapidly changing economic environment, staying ahead of macroeconomic trends is essential for IP professionals involved in mergers, acquisitions, and capital markets. This session will feature insights from representatives of global investment banks who will provide a comprehensive outlook for 2025. They will highlight key economic indicators and their anticipated impact on the M&A landscape. Additionally, legal experts in private equity will offer valuable guidance for IP professionals on how to effectively navigate this dynamic environment.
Moderator: Ellen H. Park, Of Counsel, Cravath, Swaine & Moore LLP (USA)
Speakers:
- Brian Fischbein, Managing Director, Unified Global Banking, UBS (USA)
- Hayley Garrett, Associate General Counsel, Private Investments, Viking Global Capital (USA)
- Jeff Harwood, Equity Strategist, J.P. Morgan Chase & Co. (USA)
- Marc Lieberstein, Trademark, Brand Licensing and Franchise Partner, Akerman LLP (USA)
Networking Lunch
Join a robust network of seasoned professionals to share a meal in the heart of the Financial District.
Pre-Annual Meeting Reception
Join us at the Pre-Annual Meeting Reception! Please note that to be eligible to sign up for the Pre-Annual Meeting Reception, all Workshop registrants must also be registered for The Business of Trade Secrets Conference. Additionally, members in the NY, NJ, and CT area, along with INTA Board members, are also eligible to attend.
Please note pre-registration is required.
Questions? Please contact us.