CAI - Center for Applied Innovation

The National Knowledge & Intellectual Property Management Taskforce
&
The Center for Applied Innovation

Cordially invite you to a two day symposium to discuss the creation of:

Intellectual Property Exchange Chicago

July 17 – 18, 2007

The Chicago Club
81 East Van Buren Street, Chicago, Illinois

This symposium is produced to further the nation’s competitive capabilities and to accelerate the creation of new economic growth and prosperity.

DONATIONS

Individual Participation Donation - $1,000

Corporate Participation Donation - $10,000

Please contact Madelaine Braun at 312-327-4404 for payment options.

SYMPOSIUM AGENDA

Tuesday, July 17 VIP Lunch
Hosted by the National Knowledge & Intellectual Property Management Taskforce Remarks by the Honorable Robert C. Cresanti, Under Secretary of Commerce for Technology, U.S. Department of Commerce Introduction by Tracey Thomas, Vice President and IP Strategist, American Express

Tuesday, July 17 Agenda

1:30 pm	Welcoming Remarks (James E. Malackowski, Program Moderator)

1:40 pm	Creating New Wealth - The National Agenda (Bob Shearer, Taskforce Coordinator and Program Director)
	Technological Competitiveness and the Role of Government and the Financial Communities (The Honorable Robert C. Cresanti, Under Secretary of Commerce for Technology, U.S. Department of Commerce) IP Effects on the Nation’s Economy and Our Economic Propserity (Dr. Steve Landefeld, Director of the Bureau of Economic Analysis, U.S. Department of Commerce) Creating New Wealth from IP Assets (Bill Coughlin, President, Ford Global Technologies)

2:30 pm	Introduction to the Intellectual Property Exchange Chicago (James E. Malackowski)

3:00 pm	Tradable Technology Baskets (Keith Cardoza)

3:30 pm	Unit License Rights (Michael Lasinski and Russell Levine)

4:00 pm	Break – Adjourn to Chicago Board of Options Exchange

4:30 pm	Mock Trading Session, Unit License Rights

5:30 pm	Reception

7:00 pm	Dinner


Wednesday, July 18 Agenda

9:00 am	Equity Listings, Tracking Stocks and IPO’s (Cameron Gray)

9:30 am	The Role of Futures Markets (Julie Winkler)

10:00 am	Working Groups – Integrated with IPX Chicago Subcommittees
	Track A – Equity Listings and IPOs Track B – Indexes and Related Futures Track C – Tradable Technology Baskets Track D – Unit License Rights Track E – Virtual Exchange Model Track F – Regulation and Compliance

12:00 pm	Luncheon

1:30 pm	Panel Presentations on Workshop Discussions and Recommendations

*3:30 pm*	National Perspectives, Summary & Action Items (Bob Shearer & The National Taskforce Team)

4:00 pm	IPX Summary & Action Items (James E. Malackowski & Keith Cardoza)

4:30 pm	Adjourn

SYMPOSIUM MISSION

The trading of IP assets on the first financial exchange with an IP focus will help create an economy that will foster IP-related commerce, growth and prosperity for the individual entrepreneur as well as the Fortune 500 corporation. The creation of this marketplace is our collective leadership task, financial responsibility and duty as designers of the new economy.

Immediate Benefits for Corporate Participantion ($10,000 donation):

Discount price on $100k seat on IPX Chicago
VIP lunch on Tuesday, July 17
$3k credit on Taskforce annual membership

	The National Knowledge and Intellectual Property Management Taskforce is a nine year-old research and development consortium. It presently is focusing on 1) defining the effects of IP on corporate investment decisions; 2) defining the issues, obstacles and needs in order to establish a national framework to support IP based commerce; and 3) defining the corporate capabilities required to engage in IP based commerce.


	Established in 2003, Ocean Tomo, LLC (www.OceanTomo.com) is a fully integrated intellectual capital merchant banc that specializes in understanding and leveraging intellectual property assets. The company provides advice in IP-related mergers and acquisitions, valuations, expert services, analytics and IP auctions. Headquartered in Chicago, Ocean Tomo also has offices in San Francisco, Palm Beach, Orange County and Washington, DC. Subsidiaries of Ocean Tomo include: Ocean Tomo Auctions, LLC and Ocean Tomo Capital, LLC, publisher of the Ocean Tomo 300® Patent Index (Amex: OTPAT), the Ocean Tomo 300® Patent Growth Index (Amex: OTPATG) and the Ocean Tomo 300® Patent Value Index (Amex: OTPATV).


	The Center for Applied Innovation (CAI) is a non-profit organization offering intellectual property (IP) programs to promote commercial activity and economic growth from businesses that have applied patented technology in their products and services.


About The Intellectual Property Exchange Chicago Created by Ocean Tomo in cooperation with the Chicagoland Chamber of Commerce, the City of Chicago, and the State of Illinois, the Intellectual Property Exchange Chicago, LLC (“IPX Chicago”) is planned as the world’s first financial exchange with an intellectual property focus. IPX Chicago is targeted to begin trading the first quarter of 2010 and will enable investor and company participation in a broad spectrum of IP-related financial products such as qualified equity listing/co-listing; IP related indexes, futures and options; IP-backed debt instruments; patent rich company IPOs; and, new IP-based exchange-traded products (eg. Tradable Technology Basket™ financial futures and Unit License Rights™ contracts). To learn more about the Intellectual Property Exchange Chicago please visit www.IPXChicago.com.