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Agenda

Evaluation Methods & Risk Mitigation Strategies to Drive an Effective Diligence Process

November 30-December 1, 2017
  • Philadelphia, PA

Agenda

Want more agenda details? Download the brochure.

DAY ONE Thursday November 30, 2017

7:45

Registration and Continental Breakfast

8:45

Day One Chairperson’s Welcome and Opening Remarks

DAVID R. BAUER
Counsel
Davis Polk & Wardwell LLP

9:00

KEYNOTE ROUNDTABLE DISCUSSION Exploring the Evolving World of Commercial Diligence

MODERATOR:

Jeff Stoll
Managing Director, Parthenon-EY
Ernst & Young LLP

PANELISTS:

MARC SCHWABISH, PhD
US Head, Pharma Business Development & Licensing
Bayer

DAN WOLF
Senior Director, Corporate Development
Medtronic

10:00

Assessing Value Creation and Business Model Development Strategies

Speaker TBA

10:45

Morning Networking Refreshment Break

11:15

Key Elements to Conducting Financial Diligence —
Going Beyond the Numbers

MARC SCHWABISH, PhD
US Head, Pharma Business Development & Licensing
Bayer

Sal Mannarino
Senior Manager, Transaction Advisory Services
Ernst & Young LLP

12:15

Networking Luncheon

1:30

Legal Diligence — Facilitating a Seamless Transaction

Moderator:

Adam H. Golden
Partner
Hogan Lovells US LLP

PANELISTS:

DEREK DEVGUN
Senior Legal Specialist – M&A
Medtronic

CARYN NUTT
Corporate Counsel
Gilead Sciences

CHRIS SLAVINSKY
Assistant General Counsel
Pfizer Inc

2:30

Effectively Managing Intellectual Property Due Diligence —
Spotting IP Deal-Killers

PHILIP DATLOW
Senior Counsel II, Intellectual Property
Boehringer Ingelheim

BRUCE POKRAS
Senior Corporate Counsel
Pfizer Inc

3:15

Afternoon Networking Refreshment Break

3:45

Due Diligence Methodology and Effective Cross-Functional Strategies

CATHERINE BAILLIS
Vice President, Head of Business Development Operations,
Business Development and Licensing
Sanofi

DEREK DEVGUN
Senior Legal Specialist – M&A
Medtronic

4:45

CASE STUDY Exploring Corporate and Intellectual Property Diligence

Using a real-world case study and sample set of facts, this interactive working session focuses on a fact pattern highlighting challenges raised by the intersection of corporate and IP issues that arise during the diligence of complex commercial contracts and IP arrangements.

DAVID R. BAUER
Counsel
Davis Polk & Wardwell LLP

BONNIE CHEN
Associate
Davis Polk & Wardwell LLP

5:30

Close of Day One

Networking, Wine and Cheese Reception immediately following the final session on day one

DAY TWO Friday December 1, 2017

8:00

Continental Breakfast

8:30

Day Two Chairperson’s Opening Remarks

LAWRENCE COGSWELL, PhD
Principal
Hamilton Brook Smith Reynolds

8:45

Digging into Digital Health Deal Diligence

LAWRENCE COGSWELL, PhD
Principal
Hamilton Brook Smith Reynolds

Shivang Dave, PhD
Chief Executive Officer
PlenOptika

9:30

ROUNDTABLE DISCUSSION Navigating Third Party Agreement Pitfalls During the Diligence Process

MODERATOR:

ROBERT ABOUD
Principal
Faber Daeufer & Itrato PC

PANELISTS:

DONNA J. WREN
Senior Counsel
Faber Daeufer & Itrato PC

DR. SETH B. WHITELAW
President and CEO, Whitelaw Compliance Group, LLC;
Former Compliance Officer, R&D, GlaxoSmithKline

10:30

Morning Networking Refreshment Break

11:00

Search and Evaluation Diligence Considerations

D. HAMISH WRIGHT, PhD
Director, Business Developing & Licensing
Merck Research Laboratories

MARTIN LEHR 
Co-Founder and CEO
Context Therapeutics

11:45

Divestitures — Weighing the Question When (or When Not) to Sell?

Subin Baral
Partner/Principal, Transaction Advisory Services – Life Sciences
Ernst & Young LLP

12:30

Networking Luncheon

1:30

Close of Conference

Agenda

Want more agenda details? Download the brochure.
Want more agenda details? Download the brochure.

DAY ONE Thursday November 30, 2017

7:45

Registration and Continental Breakfast

8:45

Day One Chairperson’s Welcome and Opening Remarks

DAVID R. BAUER
Counsel
Davis Polk & Wardwell LLP

9:00

KEYNOTE ROUNDTABLE DISCUSSION Exploring the Evolving World of Commercial Diligence

MODERATOR:

Jeff Stoll
Managing Director, Parthenon-EY
Ernst & Young LLP

PANELISTS:

MARC SCHWABISH, PhD
US Head, Pharma Business Development & Licensing
Bayer

DAN WOLF
Senior Director, Corporate Development
Medtronic

10:00

Assessing Value Creation and Business Model Development Strategies

Speaker TBA

10:45

Morning Networking Refreshment Break

11:15

Key Elements to Conducting Financial Diligence —
Going Beyond the Numbers

MARC SCHWABISH, PhD
US Head, Pharma Business Development & Licensing
Bayer

Sal Mannarino
Senior Manager, Transaction Advisory Services
Ernst & Young LLP

12:15

Networking Luncheon

1:30

Legal Diligence — Facilitating a Seamless Transaction

Moderator:

Adam H. Golden
Partner
Hogan Lovells US LLP

PANELISTS:

DEREK DEVGUN
Senior Legal Specialist – M&A
Medtronic

CARYN NUTT
Corporate Counsel
Gilead Sciences

CHRIS SLAVINSKY
Assistant General Counsel
Pfizer Inc

2:30

Effectively Managing Intellectual Property Due Diligence —
Spotting IP Deal-Killers

PHILIP DATLOW
Senior Counsel II, Intellectual Property
Boehringer Ingelheim

BRUCE POKRAS
Senior Corporate Counsel
Pfizer Inc

3:15

Afternoon Networking Refreshment Break

3:45

Due Diligence Methodology and Effective Cross-Functional Strategies

CATHERINE BAILLIS
Vice President, Head of Business Development Operations,
Business Development and Licensing
Sanofi

DEREK DEVGUN
Senior Legal Specialist – M&A
Medtronic

4:45

CASE STUDY Exploring Corporate and Intellectual Property Diligence

Using a real-world case study and sample set of facts, this interactive working session focuses on a fact pattern highlighting challenges raised by the intersection of corporate and IP issues that arise during the diligence of complex commercial contracts and IP arrangements.

DAVID R. BAUER
Counsel
Davis Polk & Wardwell LLP

BONNIE CHEN
Associate
Davis Polk & Wardwell LLP

5:30

Close of Day One

Networking, Wine and Cheese Reception immediately following the final session on day one

DAY TWO Friday December 1, 2017

8:00

Continental Breakfast

8:30

Day Two Chairperson’s Opening Remarks

LAWRENCE COGSWELL, PhD
Principal
Hamilton Brook Smith Reynolds

8:45

Digging into Digital Health Deal Diligence

LAWRENCE COGSWELL, PhD
Principal
Hamilton Brook Smith Reynolds

Shivang Dave, PhD
Chief Executive Officer
PlenOptika

9:30

ROUNDTABLE DISCUSSION Navigating Third Party Agreement Pitfalls During the Diligence Process

MODERATOR:

ROBERT ABOUD
Principal
Faber Daeufer & Itrato PC

PANELISTS:

DONNA J. WREN
Senior Counsel
Faber Daeufer & Itrato PC

DR. SETH B. WHITELAW
President and CEO, Whitelaw Compliance Group, LLC;
Former Compliance Officer, R&D, GlaxoSmithKline

10:30

Morning Networking Refreshment Break

11:00

Search and Evaluation Diligence Considerations

D. HAMISH WRIGHT, PhD
Director, Business Developing & Licensing
Merck Research Laboratories

MARTIN LEHR 
Co-Founder and CEO
Context Therapeutics

11:45

Divestitures — Weighing the Question When (or When Not) to Sell?

Subin Baral
Partner/Principal, Transaction Advisory Services – Life Sciences
Ernst & Young LLP

12:30

Networking Luncheon

1:30

Close of Conference