INVENT KEYNOTE AND SEMINAR SERIES

OHSU Innovation and Entrepreneurship Education in Health & Life Sciences

Commercializing Discoveries in Translational Research: The Basics

Presented by:

Oregon Clinical Translational Research Institute and the Division of Management

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Table of Contents

Seminar and Keynote Schedule .......................................................................................................... 2

Seminar Panels and Topics ........................................................................................................................... 3

Panelist Biographies ..................................................................................................................................... 5

Keynote Flyers ............................................................................................................................................ 17

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Seminar and Keynote Schedule

Week Date Topic

1 Jan 7 KEYNOTE: First the valve, then the heart – how logic is not essential to innovation

2 Jan 14 Evaluating and pitching your concept

Business communication: rocket pitch

Networking

Finding a mentor and/or collaborator

Strategy: creating the preliminary vision and goals

Marketing: Identifying the initial beneficiary and target market. Describing the market and competition, value proposition

3 Jan 21 Protecting your concept

Intellectual property: patents, provisional patents, copyright, trade secrets

NDAs and disclosures

Licensing agreements with OHSU

4 Jan 28 Protecting yourself and others

Introduction to business law, finance, and regulatory issues: contracts, MOUs, agreements, regulatory issues

Operating responsibly and ethically

5 Feb 4 Testing your concept

Demonstrating proof of concept

6 Feb 11 Seeking funds

SBIR/STTR

Angel and Venture funding

Military and DoD funding

7 Feb 18 Building collaborations

Collaborative resources: OHSU TTBD, PSU Entrepreneurship Center, PSU Business Accelerator, OTRADI Bioscience Incubator, OBA, TAO, OEN

8 Feb 25 Building the business model and plan

Introducing the Business Model Canvas: value proposition, customer segments, partners, customer relations, customer acquisition, distribution, key resources, cost structure, revenue streams

9 Mar 4 Getting started

Product vs company

Legal considerations and marketing strategies

Networks, resources and mentors

10 Mar 11 KEYNOTE: From sketch to launch – the pathway to commercialization of innovations

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Seminar Panels

Wednesday, January 7: First the valve, then the heart – how logic is not essential to

innovation

Introduced by: Kent L. Thornburg, Ph.D. (OHSU) Speakers:

Albert Starr, M.D. (OHSU)

Richard Wampler, M.D. (Hemopump, OHSU)

Wednesday, January 14: Evaluating and pitching your concept

Panel moderated by: Ron Sakaguchi (OHSU) Panelists:

Melissa Appleyard (PSU)

Abhijit Banerjee (OHSU)

Angela Jackson (Portland State Business Accelerator)

Patricia Pearson (The WWW Group)

Wednesday, January 21: Protecting your concept

Panel moderated by: Jeff Jackson (OHSU Technology Transfer & Business Development) Panelists:

Frank Curci (Ater Wynne)

Joseph Janda (PSU)

Michael Phillips (Davis Wright Tremaine)

Wednesday, January 28: Protecting yourself and others

Panel moderated by: Ron Sakaguchi (OHSU) Panelists:

David Farrell (OHSU, Gamma Therapeutics)

David Forman (Tonkin Torp)

Brie Stoianoff (Vision 28)

Wednesday, February 4: Testing your concept

Panel moderated by: Colleen Lay (OHSU) Panelists:

Josh Hoyt (Gearhead Associates)

James McNames (PSU)

Dorota Shortell (Simplexity)

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Wednesday, February 11: Seeking funds

Panel moderated by: Colleen Lay (OHSU) Panelists:

Kate Corcoran (Allegory Venture Partners)

Duffy DuFresne (Medrock, Alignment Ventures)

Eric Hanson (Tier 7)

Sandra Shotwell (DesignMedix, Alta Biomedical Group)

Michael Tippie (Oregon Nanoscience & Microtechnologies Institute)

Wednesday, February 18: Building collaborations

Panel moderated by: Dennis McNannay (Oregon Bioscience Association) Panelists:

Jennifer Fox (Oregon Translational Research & Development Institute)

Michael Hutchens (OHSU)

Angela Jackson (Portland State Business Accelerator)

Andrew Watson (OHSU Technology Transfer & Business Development)

Wednesday, February 25: Building the business model and plan

Panel moderated by: Ron Sakaguchi (OHSU) Panelists:

Steve Morris (Oregon Technology Business Center)

William Newman (Northwest Technology Ventures)

Wednesday, March 4: Getting started

Panel moderated by: Clyde Taylor (Knight Cardiovascular Institute, OHSU) Panelists:

Ann Demaree (Healogics, Inc.)

Akana Ma (Ater Wynne)

Michael Phillips (Davis Wright Tremaine)

Linda Weston (Oregon Entrepreneurs Network)

Wednesday, March 11: From sketch to launch – The pathway to commercialization of

innovations

Introduced by: Andrew Watson (OHSU Technology Transfer & Business Development) Speaker:

Michael Baker (Baker Group)

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Speaker Biographies (Alphabetical)

Melissa Appleyard, Ph.D. – Associate Professor, Portland State University Melissa M. Appleyard holds a B.A. from UCLA and a Ph.D. from U.C. Berkeley. She is one of

the first Ames Professors in the Management of Innovation and Technology at Portland State

University, where she teaches entrepreneurship and strategy. She also has served as a

research fellow in U.C. Berkeley’s Competitive Semiconductor Manufacturing Center

sponsored by the Alfred P. Sloan Foundation. Her research focuses on how knowledge

creation and diffusion catalyze economic growth and business longevity in technology-

intensive industries. Over the past decade, she has concentrated on the global semiconductor industry’s ability to

achieve perpetual innovation in design, process integration, and manufacturing. Prof. Appleyard’s work has been

published in leading academic journals such as California Management Review, Industrial Relations, the Journal of

Product Innovation Management, Managerial and Decision Economics, and the Strategic Management Journal.

She also has worked with leading companies on business cases for MBA and executive courses.

Michael Baker – Baker Group, LLP ∣ Partner – Due North, LLC ∣ President & CEO –

Otoharmonics Corp. Michael has over 25 years of experience in advancing innovation and technologies to a successful

commercial stage. With his involvement in Baker Group and Due North, he currently oversees

over 18 innovation projects and three stand-alone companies, while seeking out new

technologies to move through to commercialization.

Michael is named as inventor on over forty patents in areas such as medical informatics, medical

imaging, and diagnostic and therapeutic devices. His background as a PA in Emergency Medicine

and Radiology, combined with past senior executive roles at Philips Medical Systems, Lockheed Martin and GE

Medical, have provided him with the platform to be an innovator and the skills to evaluate the application

potential of new technologies. Michael also has experience in M&A, purchasing and selling companies, and

successfully exiting companies to help advance the innovation economy. He raised the largest Series A Round in

Oregon ($54.5MM).

Abhijit Banerjee, Ph.D. – Technology Transfer and Business Development, OHSU Dr. Banerjee received his Ph.D. from the India Institute of Chemical Biology in India, and his MBA

from Suffolk University in Boston. Dr. Banerjee completed his post-doctoral training at the

University of Wisconsin-Madison and has worked as researcher at Imperial College, London and

Boston University. Prior to joining OHSU, Dr. Banerjee previously worked for Pfizer in their

strategic alliance group and at Deloitte Consulting.

In his current role at OHSU, Dr. Banerjee oversees the Business Development function at OHSU

as an interface between OHSU investigators and the pharmaceutical/biotech industry, helping

develop strategic alliances with industry, foundations, and the government. Dr. Banerjee is also responsible for

supporting OHSU's startup companies, and he participates in strategic initiatives related to commercialization of

OHSU's assets and technologies.

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Kate Winkler Corcoran, Ph.D. – Partner, Allegory Venture Partners Kate Corcoran is a partner of the new Portland-based, life sciences-focused venture capital firm

Allegory Venture Partners. Kate has made a career of scrutinizing new advances in the life

sciences and in guiding worthy enterprises in maximizing their potential, building value, and

achieving recognition. She has served in executive roles in both private and publicly traded life

science companies and was previously a NASD-licensed sell-side equity research analyst

covering the small cap biotechnology/life sciences sector. Kate graduated from Swarthmore

College with a B.A., earned her Ph.D. in Pharmacology from Duke University, and she was the recipient of the first

annual Harold M. Weintraub National Graduate Student of the Year Award.

Frank X. Curci – Partner, Ater Wynne LLP Frank X. Curci, a partner at Ater Wynne, LLP, is an intellectual property, technology, and business

transactions attorney.

He represents bioscience companies, research universities/research institutions, high tech

industry companies (ranging from emerging growth companies to global companies), technology

accelerators, and other technology-based companies concerning a range of technology,

intellectual property and business matters. He assists these entities concerning

patent/technology licensing, research collaborations, other multiparty technology consortia, sponsored research,

clinical trial agreements, other research matters, technology commercialization/transfer matters, and the overall

development, protection, commercialization, and use of the client’s intellectual property rights.

Frank has a recognized bioscience practice representing bioscience companies and universities/research

institutions. He has also earned a national reputation in the high tech industry for his work regarding global

technology consortia. He serves on the Board of Directors of the Cancer Research & Biostatistics Institute, a

Seattle-based bioscience institution. Frank is active with other bioscience and high technology-related associations.

He has been an Adjunct Professor of Law teaching intellectual property law courses at Oregon, California and

Arizona law schools. He has received The Best Lawyers in America® (2009-2015) recognition in the Biotechnology

Law and Technology Law fields.

Ann P. Demaree, MBA, BSN, RN – Vice President of Development, Healogics, Inc. Ann Demaree is currently the Pacific Northwest Business Development executive for

Healogics, Inc., the market leader partnering with hospitals and healthcare systems to

establish and operate comprehensive Wound Healing & Hyperbaric Medicine services.

Ann has thirty-three years of experience in medical technology and healthcare innovation.

Her career emphasis is on Corporate Marketing, Product Lifecycle Management and Business

Development. She has worked for both emerging businesses and market-leading companies including Welch Allyn,

C.R. Bard, Becton Dickinson and Warner Lambert Technologies, to establish and grow new healthcare solutions

that improve healthcare quality and efficiency. Prior local positions include as Vice President of Marketing and

Business Development at CompView Medical (Beaverton); Vice President of Marketing and Business Development

at Capsule Technologie, SA (Boston-Paris) and as Vice President of Business Development and Alliance

Management for Welch Allyn’s Monitoring Division, formerly Protocol Systems, Beaverton. Ann has provided

strategic business consulting services to companies including Boston Scientific, Timex Corporation, Philips Medical

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Systems, Providence Health Systems, Israel Business Ventures and OHSU-OGI School of Engineering. She has a

Master of Business Administration degree, an undergraduate degree in Nursing and is licensed as a Registered

Nurse in the States of Oregon and Washington. Ann currently serves as an industry advisor to the OHSU

Biomedical Innovation Program.

Duffy DuFresne – Chief Executive Officer, Medrock Duffy DuFresne has 35 years of experience in the biopharmaceutical and medical device

industries. He is currently CEO of Medrock, a Portland, OR medical device firm, CBO of

TomegaVax, a vaccine firm spun out of OHSU, as well as a partner in Alignment Ventures. He

previously served as CEO of Ischemix, Pacgen, Zelos Therapeutics, ConjuChem Inc., and Anika

Therapeutics. He has raised more than $200 million in equity for the companies that he has run

and negotiated a large number of partnering/licensing agreements. Duffy's medical device and

pharmaceutical industry experience includes general management stints at Baxter Laboratories and Boots

Pharmaceuticals. He serves on several corporate boards as well as the Board for the Portland chapter of the

Association for Corporate Growth. He is also a strategic advisory group member at OHSU. Duffy received his MBA

from the Harvard Business School.

David H. Farrell, Ph.D., FAHA – Professor of Surgery, OHSU David H. Farrell, Ph.D., FAHA, is a Professor of Surgery at OHSU, and has joint appointments in

the Department of Molecular and Medical Genetics and the Department of Physiology and

Pharmacology. He is the OHSU Director of the Health Science Entrepreneurship Certificate

Program. Prof. Farrell is on the Editorial Board of the journal Thrombosis, is Co-Chair of the

Thrombosis 2 Committee of the American Heart Association, and was elected a Fellow of the

American Heart Association. He is Founder and Chief Scientific Officer of Gamma Therapeutics,

Inc., an Oregon biotech company developing biopharmaceuticals and diagnostic tests for the

cardiovascular disease industry.

David Forman – Partner, Tonkin Torp LLP David Forman is co-chair of Tonkin Torp’s Entrepreneurial Services Group as well as a member of

the Corporate Finance and Mergers & Acquisitions practice groups. He advises emerging, small

and mid-market private companies in their general corporate, financing and transactional

matters and helps founders, managers, and investors recognize and achieve their strategic goals.

Areas of his legal experience include corporate finance, mergers and acquisitions, and business

counseling. David has been recognized since 2013 in The Best Lawyers in America® for his work

in corporate and mergers and acquisitions law. Named by The Portland Business Journal in 2004 as one of the forty

most influential community and business leaders under the age of forty, David is an active civic volunteer.

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Jennifer Fox, Ph.D. – Executive Director, Oregon Translational Research & Development

Institute As one of the founding scientists of the Oregon Translational Research and Development

Institute (OTRAD), Executive Director Jennifer E. Fox, Ph.D., helped to define OTRADI’s scientific

mission and establish Oregon’s only high-throughput screening laboratory.

Within a year of joining the organization as a scientist, Dr. Fox became OTRADI’s assistant

director, giving her invaluable business and economic development experience. During her time

as the assistant director, Dr. Fox managed OTRADI’s scientific projects and finances and worked

with researchers and companies to write grants and develop new projects geared toward commercialization.

Under Dr. Fox’s leadership as Executive Director, OTRADI implemented the design, build-out and management of

Oregon’s first and only bioscience incubator—the OTRADI Bioscience Incubator (OBI). The OBI has been at capacity

since opening, with six bioscience client companies and a growing waiting list. Dr. Fox is currently establishing a

BioMentoring outreach program and statewide incubator/accelerator network to provide mentoring and help to

bioscience entrepreneurs across the State of Oregon.

Dr. Fox has received a Ph.D. in molecular and cellular biology and has more than 20 years of laboratory research

experience at such universities as University of Oregon, Northwestern University, Tulane University, University of

North Carolina-Chapel Hill and University of Georgia. Dr. Fox is active on the following boards and

committees: Oregon Bioscience Association Board of Directors and Government Affairs and Advocacy Committee,

Portland Community College’s Bioscience Tech Advisory Board, Oregon Entrepreneurs Network Advisory Board,

and FertiLab Thinkubator Board of Directors. Dr. Fox is also a member of the Pacific Northwest Life Science

Executive Forum and a mentor/sponsor of the Saturday Academy Apprenticeships in Science and Engineering

program.

Eric Hanson, M.D., MPH – CEO, Tier 7 Research and Development Dr. Eric Hanson is residency trained in Preventive Medicine and Aerospace Medicine. He has a

Master’s degree in Public Health degree in epidemiology with a genetics concentration from Johns

Hopkins. He was previously the Division Chief of Science & Technology at the US Air Force Surgeon

General’s office and was the Air Force Chair for the Congressionally Directed Medical Research

Programs (CDMRP). He has founded five companies including Tier 7 R&D based in Beaverton

Oregon. Tier 7 identifies biomedical technologies that improve the delivery of health care for our

warfighters. Tier 7 connects industry produced biomedical technologies and DoD/Federal researchers to create

collaborations that have an increased likelihood of award success by jointly seeking non-dilutive DoD funding

opportunities. Dr. Hanson completed cooperative R&D agreements (CRADAs) valued at $1.25M in in the last two

years and has been awarded over $68 million in research grants as a principal investigator. He has published four

books, 24 articles and holds eight patents. He is an affiliate Associate Professor at OHSU in the Department of

Medical Informatics and Clinical Epidemiology. He serves on multiple advisory boards and is the president of the

St. Andrew Foundation Board.

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Josh Hoyt, Ph.D. – Gearhead Associates, LLC Josh Hoyt is a three-time graduate of M.I.T. (SB 1980, SM 1982, Ph.D. 1986) who spent his

formative years developing sensor platforms, data loggers, and actuators in the support of ocean

science. Subsequently, he transferred these skills to industry and spent 8 years at ZIBA Design

(one of the nation’s leading product development firms) as Chief Technologist and Managing

Director of its San Jose office. In this capacity, Josh lead design teams for a wide range of

clients—from start-ups to Fortune 100 companies (e.g. Whirlpool, Proctor & Gamble, Hewlett

Packard, Microsoft). Josh then joined Flextronics where he helped build several product development teams in

Asia. Josh started Gearhead Associates, LLC in 2003. He has 25+ years of experience translating user needs into

functional devices. In addition to raw design talent, Josh’s skill set includes defining product requirements,

directing design and engineering teams, and streamlining the manufacturing processes that result in innovative

products.

Recent project areas include the design of disposable drug-delivery devices, biomedical processes for T-cell mass-

production, RFID technologies applied to the gaming industry, consumer audio products, a human lung simulator,

mass-customized electronic components for EMI/RFI management, and multi-stage hydraulic actuators for hand

tools. His technical expertise encompasses mechanical design, electronic design, embedded firmware, PC

applications, acoustics, navigation systems, data telemetry, human factors, and industrial design. Josh has patents

in all these areas. In addition to establishing Gearhead as a robust business, Josh is a technical advisor to several

small companies.

Michael Hutchens, M.D. – Associate Professor, OHSU School of Medicine Michael Hutchens, M.D., M.A., is associate professor at OHSU and a practicing Critical Care

Anesthesiologist in the Cardiac and Surgical Intensive Care Unit. As an NIH-funded scientist, his

interests include the effects of sex steroids on outcomes of acute kidney injury following

cardiac arrest. He is a serial inventor, whose active projects include novel methods of

delivering anesthesia, measuring renal function, and preventing commuter cyclist morbidity.

Angela Jackson – Director, PSU Business Accelerator and Center for Innovation &

Entrepreneurship Angela Jackson oversees the Portland State University Business Accelerator, with 30+ resident

biotech, technology and cleantech companies. She is also a founder and managing director of

the Portland Seed Fund, a private/public seed fund with $10 million under management,

investing in high growth, capital-efficient companies in Oregon. She has made angel

investments in multiple sectors and brings a serial entrepreneur family history to her work.

Prior, she advised entrepreneurs and seed-stage companies across a broad spectrum of

industries at AB Jackson Group and Emergent, a tech and consumer product incubator. She has served as President

of the Portland chapter of Keiretsu Forum, and as Chair of the state’s largest angel investment event, Angel

Oregon.

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Jeff Jackson – Senior Patent Associate, Technology Transfer & Business Development, OHSU Jeff Jackson co-founded and now manages the OHSU Patent Group, instituting an internal patent

filing program and managing OHSU's biotechnology patent portfolio. Prior to coming to OHSU, he

founded the IP manager position at the Translational Genomics Research Institute (TGen) in

Phoenix. Before pursuing a career in intellectual property, Jeff had a seven year career as a

researcher in the biotechnology industry in companies such as Immunex and Amgen.

Jeff has a JD (cum laude) from the Sandra Day O'Connor College of Law at Arizona State University,

an MS in Immunology from the University of Washington, and a BS in Biological Sciences from Stanford University.

Joseph Janda – Director, Innovation and Intellectual Property, Portland State University Joseph Janda is the director of Innovation & Intellectual Property (IIP) at Portland State

University. IIP promotes the use and increases the impact of PSU innovations through the tool of

intellectual property: patents, copyrights, and sometimes trademarks.

Prior to joining PSU, Joseph worked in university technology transfer offices at Stony Brook

University in New York and George Mason University in Virginia, and for a brief time at Oregon

Health and Science University focusing on the Knight Cancer Institute. In these roles he has

facilitated the movement of technologies and knowledge from university labs to commercial entities. He has also

assisted in the formation of several university start-up companies in the fields of cancer and heart disease

diagnostics, drug screening, early stage therapeutics, and remote sensors. Joseph has been in university

technology transfer since 2004.

Joseph holds a B.S. in Integrated Science and Technology with a concentration in Biotechnology from James

Madison University, an M.A. in Molecular Biology from Stony Brook University, and an MBA from Portland State

University. He has also worked as a house painter, veterinary assistant, high school teacher, biotechnology

manufacturing technician, door to door vacuum cleaner salesman, and once spent a summer collecting colorful

images of human molars being zapped with a laser.

Colleen Lay, M.S. – Program Director, Pilot Awards & Biomedical Innovation Program, OCTRI,

OHSU Colleen Lay is the Program Director of the Awards Program within the Oregon Clinical and

Translational Research Institute (OCTRI) at OHSU. She joined OCTRI in 2011, after many years

at Intel as a product and project manager, where she helped develop and teach a process for

bringing products to market. The process, called the Intel Product Life Cycle, continues to be

used at Intel for new product launches. These product development experiences helped her

form and launch the Biomedical Innovation Program at OHSU in 2012. Colleen received her

M.S. in Management in Science & Technology from the Oregon Graduate Institute.

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Akana Ma – Partner, Ater Wynne LLP Akana K.J. Ma, a partner at Ater Wynne LLP, is an intellectual property/technology transfer

attorney and Chair of the Global Trade Group. For 30 years, Akana has represented a wide

spectrum of clients in complex business transactions in the U.S. and worldwide. He advises many

large and small biotechnology companies, researchers, and research institutions in a wide range

of transactions to protect, leverage, share, and transfer technologies during the growth of

bioscience and medical device companies, and in the course of technology licensing, research

collaboration, technology commercialization, and other matters.

Akana lectures widely on various technology transfer and research commercialization topics. He is active in

advising technology incubators and industry trade associations in innovative ways to protect, collaboratively

develop, and increase the value of clients’ technology portfolios.

James McNames, Ph.D. – Professor and Chair of Electrical and Computer Engineering,

Portland State University James McNames received a B.S. degree in electronic engineering from California Polytechnic

State University, San Luis Obispo, CA, in 1992. He received M.S. and Ph.D. degrees in electrical

engineering from Stanford University, Stanford, CA, in 1995 and 1999, respectively.

He has been with the Electrical and Computer Engineering Department at Portland State

University, Portland, OR since 1999, where he is currently serving as professor and chair. He

has published over 100 peer-reviewed journal and conference papers. His primary research

interest is statistical signal processing with applications to biomedical engineering. Recently his research has

focused on the objective assessment and monitoring of movement disorders and technologies for quantifying

human movement with wearable sensors.

He is a co-founder of APDM, Inc., a Portland startup. He served as the CEO of APDM for 7 years. APDM produces

wearable sensors and systems for quantifying human movement. This technology is used to support research in

disease, disorders, and injuries such as stroke, multiple sclerosis, and Parkinson’s disease. APDM incorporated in

December 2007 and launched its first product in June 2010. The company is located in downtown Portland, and

employs over 20 people.

Dennis McNannay – Executive Director, Oregon Bioscience Association Dennis McNannay has over twenty five years of senior management experience, most recently

as the Executive Director of the Oregon Bioscience Association (OBA). For the seven years prior

joining the OBA, he co-founded CrossCurrent Inc., the leading provider of surgical planning and

revenue management software for the neuro, spine and general orthopedic markets. During

this period Dennis worked closely with various medical implant device companies (Medtronic,

Styker, Nuvasive, etc.) and the financial and regulatory challenges they face.

Prior to founding CrossCurrent, Dennis served as CEO and founder of InfiniteInk. Created in 1995, InfiniteInk was

eventually acquired by InterTrust before it was subsequently acquired by Sony/Philips for $245 million. InfiniteInk

created the first secure publishing technology based on the emerging Java programming language. Portions of

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InfiniteInk’s technical solution were eventually licensed to Adobe, Inc. and distributed to over 80 million desktop

users.

Before founding InfiniteInk, Dennis served as the Vice President of Product Management with DataPak Software

and managed their portfolio of third party software development tools. During his tenure with DataPak, he

licensed technology to Apple Computer, US West, Lotus, Crystal Reports, America Online, and other Fortune 500

companies.

Dennis received his Bachelor of Business Administration (Finance) from Portland State University where he also

served as Student Body President. Dennis currently serves as an industry advisor on the Board of both the Oregon

Translational Research and Development Institute (OTRADI) and the state of Oregon Engineering and Technology

Industry Council (ETIC).

Steve Morris, M.S. – Executive Director, Oregon Technology Business Center Steve Morris is the Executive Director of the Oregon Technology Business Center (OTBC). He is

a veteran of three investor-funded start-ups and two business-unit startups inside larger

companies, and has more than 25 years of management experience in the software, service,

and semiconductor test industries at companies such as Hewlett Packard, Integrated

Measurement Systems, Cadence Design Systems, Mentor Graphics, Credence Corporation and

Teseda Corporation. With hands-on startup CEO/founder experience, he has a broad

understanding of startup issues, and an excellent ability to explain even complex startup topics in clear, easy-to-

understand way. At OTBC, he has helped hundreds of entrepreneurs start and grow companies, and has

developed a large inventory of startup workshops and practical startup tools. He holds a B.A. in mathematics from

Reed College and a M.S. from Carnegie-Mellon University Graduate School of Industrial Administration (now The

Tepper School of Business).

William Newman, Ph.D. – Managing Director, Northwest Technology Ventures, LP William (Bill) Newman is the Managing Director of Northwest Technology Ventures. Currently,

he is also a technical advisor at the Oregon Innovation Council, a commercialization advisor at

ONAMI, an entrepreneur-in-residence at the Oregon Bioscience Incubator, and Adjunct Faculty

at Portland State University’s School of Business Administration. He also serves on OHSU’s

Biomedical Innovation Program review board and Bioinformatics Advisory Board, and has been a

member of the Executive Committee of the Oregon Bioscience Association since 2005, with a

two-year term as Board Chair.

Professional highlights: Venture capital; inventor and founder of University-based technology spinout; research

scientist at Harvard-MIT Div Health Sciences and Technology; board memberships of private venture-backed

companies and non-profits; business and technology consulting and analysis; four patents in medical

instrumentation; publications in business and technical journals spanning 30 years.

Past activities and affiliations: Member, University of Portland Bioscience Management Advisory Board; founding

member, Providence Hospital System Technology Transfer Committee; research leading to patented technology

and formation of a medical device spinout while at MIT, and later securing more than $2 million in funding via SBIR

and STTR grants and contracts; and multiple invited presentations and articles for professional and industry

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audiences at conferences, seminars, and workshops; lecturer and adjunct faculty at institutions including PSU, UO,

OSU, and OHSU.

Education: MBA, MIT's Sloan School of Management; Ph.D., Université Polytechnique, Grenoble FR; University of

Notre Dame, M.S.; and Northeastern University, B.S., all in Mechanical Engineering

Patricia Pearson – Managing Partner, The WWW Group Patricia Pearson is an international communicator, entrepreneur and educator, with more than

40 years of experience in business. She has owned five communications companies and sold four;

owned, renovated and sold a priory in France; and operated a fashion retail business in England.

Patricia joined The WWW Group as a partner in January 2014, after running her own business in

the Portland area for a year. She is a specialist in health care and financial public relations, in

addition to consumer and corporate communications.

Patricia has been managing director for Burson Marsteller, the world’s largest public relations company, in

Chicago, London and San Francisco. In the late 1990s, she served as president of a local Chicago company that was

sold to Publicis Groupe under her tenure. She has worked for several other public relations firms in London and

Paris, and speaks French as a second language.

A strong writer, Patricia began her career as an educator and journalist. She has written and published one book,

“Life on a French Poster,” about the year she spent renovating and marketing an ancient priory in southwest

France in the early 2000s. She has taught English and journalism at both the high school and university levels.

Patricia holds a Bachelor of Arts in English and psychology, and a Master of Arts degree in journalism and public

relations, both from Ball State University.

Michael Phillips – Partner, Davis Wright Tremaine, LLP Michael Phillips is a partner in the Portland office of Davis Wright Tremaine LLP. He represents

domestic and international clients in securities, mergers and acquisitions, general corporate and

business law in the life sciences industry. He assists clients in private offerings, formation of joint

ventures and ongoing compliance with state and federal securities laws. Michael also provides

corporate governance and business advice to boards of directors and executive officers. He has

authored articles and presented on topics that include federal and Oregon securities laws,

Oregon corporations, mergers and acquisitions, and general business issues.

Michael's clients have included Sonivate Medical, Northshore Bio, Aronora, Pacific Nanoscience, Gamma

Therapeutics, Viti, Northwest Medical Isotopes, Najit Technologies, Photon Kinetics, ConfluenceRX, and Kaiser

Permanente Ventures.

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Ron Sakaguchi, Ph.D., MBA – Professor, Division of Management, OHSU Ron Sakaguchi is Professor in the Division of Management in OHSU’s School of Medicine. He

has an MBA in entrepreneurship from Babson College; a Ph.D. in biomaterials and

biomechanics from the University of Greenwich, in London, England; a DDS from Northwestern

University; and a B.S. in cybernetics/systems science from UCLA.

Ron brings a clinical, research and management background to the courses he teaches in the

M.S. and MBA programs, which include marketing and innovation, strategy, and the six-month capstone

experiences.

Dorota Shortell, M.S. – President, Simplexity Product Development Inc. Dorota Shortell is President of Simplexity Product Development Inc. and has always had a

passion for product innovation. Simplexity Product Development is an engineering design

company with a unique “simpler is better” development philosophy that has served leading

technology and bioscience firms for more than twenty years. Simplexity partners with funded

start-ups as well as Fortune 100 companies in areas of consumer products, medical devices,

industrial equipment, and renewable energy. Just a few of the company’s clients include

Hewlett Packard, Illumina, Microsoft, and Agilent.

Dorota has been leading a team of Simplexity engineers working on a joint project with OHSU researchers,

physicians, and staff. Simplexity has been responsible for the engineering and design side of the project, including

bringing in cross-discipline innovations and designing a product that is ready for commercialization.

Dorota graduated top of her class from Loyola Marymount University and earned her master’s degree in

mechanical engineering from Stanford University with a focus in design. She is a National Science Foundation

fellow, Tau Beta Pi Fellow, and Institute for the Advancement of Engineering Fellow. Dorota was recognized by the

Portland Business Journal as one of the region’s top business leaders, a member of the 2012 class of Forty under

40 Award Winners.

Sandra L. Shotwell, Ph.D. – Co-founder, President & COO, DesignMedix, Inc.; Co-Founder &

President, Elex Biotech, LLC Dr. Shotwell is co-founder, President & COO of DesignMedix Inc., and co-founder and Managing

Partner of Elex Biotech LLC, firms that develop small molecule therapeutics for infectious disease

and heart disease, respectively. She is also co-founder and Managing Partner of Alta Biomedical

Group LLC, a consulting firm focused on commercialization of life science technologies. A Certified

Licensing Professional, she has done biotech and pharmaceutical licensing deals as a Licensing

Associate for Stanford University, as founder and Chief of the Technology Licensing Branch for the

National Institutes of Health/FDA/CDC, and as Director of Technology Transfer at Oregon Health &

Science University. Dr. Shotwell has served on several for-profit and non-profit boards of directors and is an active

angel investor.

Page | 15

Albert Starr, M.D. – Executive Chairman of Knight Cardiovascular Institute, OHSU Dr. Starr is a pioneering cardiovascular surgeon who introduced open-heart surgery to Oregon in

1957. Among many notable achievements during his 50-year active surgical career, Dr. Starr

performed Oregon’s first pediatric open-heart surgery, the state’s first heart transplant, and the

world’s first successful artificial heart valve implantation. As co-inventor of the Starr-Edwards

valve (with engineer M. Lowell Edwards), Dr. Starr was recognized in 2007 with the nation’s top

honor in medical science, the Lasker-DeBakey Award.

Brie Stoianoff – Managing Partner, Vision 28 Brie Stoianoff is the managing partner of Vision 28 LLC, providing services to the bioscience

industry. She is based in Portland, Oregon with clients around the world. Brie has over 14

years of experience in both the medical device and pharmaceutical industries, with companies

ranging in size from small startups to Fortune 100. With a BS in Chemistry and History (The

College of Idaho) and an MS in Quality Assurance and Regulatory Affairs (Temple University

School of Pharmacy), Brie uses her expertise to support innovators. The focus of Vision 28 is

introducing client’s regulated product into the domestic and global marketplaces, supporting the company’s

Quality System to ensure market access is maintained through the life of the product, and providing innovative

solutions to the ever-changing regulatory landscape.

In addition to serving as a bioscience consultant, Brie serves on the Board of Directors of the Oregon Chapter for

the National Multiple Sclerosis Society and is dedicated to raising money to support research for new treatments

of this disease. Brie will be available to answer your questions outside of this forum; she can be reached at

brie@vision28.com or at 503.750.9178.

Clyde Taylor – Chief Operating Officer, Knight Cardiovascular Institute, OHSU Clyde Taylor has recently been named Chief Operating Officer of The Knight Cardiovascular

Institute, and he started work at OHSU on September 3, 2014. Taylor has extensive experience

in executive management roles, most recently serving as COO and CFO of the Parkinson’s

Institute. Prior to that role, Taylor served as consulting CFO for several organizations, primarily

venture-backed startup companies in a variety of industries. As COO of The Knight

Cardiovascular Institute, Taylor will work with Executive Chairman Albert Starr, M.D. and CEO

Sanjiv Kaul, M.D., along with the Cardiovascular Institute’s steering committee, to realize the

institute’s vision.

Kent L. Thornburg, Ph.D. – M. Lowell Edwards Chair, Professor of Medicine, Knight

Cardiovascular Institute, OHSU Kent L. Thornburg received his Ph.D. in developmental physiology and studied cardiovascular

physiology as an NIH postdoctoral fellow at Oregon Health & Science University. He now

holds the M. Lowell Edwards Chair and is Professor of Medicine in the Knight Cardiovascular

Institute, Director of the Center for Developmental Health and Director of the OHSU Bob and

Charlee Moore Institute for Nutrition & Wellness.

Page | 16

Kent Thornburg is the principal investigator on NIH funded studies including maternal-fetal signaling, thyroid

hormone, early origins of aging and heart development and placental function. He directs an NIH funded training

program in cardiovascular translational research. He has co-funded projects with scientists in England, New

Zealand, France, Finland and Australia. He serves regularly on advisory panels at the National Institutes of Health,

the American Heart Association and the Children’s Heart Foundation and recently served as co-chair of the task

force to determine the 10 year vision of the developmental origins of health and disease for the National Institute

of Child Health and Human Development. He recently served as a Distinguished Editor for the NIH Center for

Scientific Review.

Michael Tippie Michael Tippie co-Founded Alignment Ventures with Duffy DuFresne in 2012. Alignment

Ventures is a seed stage firm that identifies technologies worthy of a life science startup, and

then provides the executive management, partnering and fundraising abilities to launch

these companies.

For Alignment Ventures, Michael is CEO of TomegaVax, a vaccine company developing

therapeutic and prophylactic vaccines using a proprietary platform and vectors which elicit

profound and lifelong T-cell responses against persistent viral infections difficult to treat with other vaccine

methodologies. TomegaVax has $7.8 MM awarded for 2014-2016 and has just signed a strategic alliance with a

major pharmaceutical company. Duffy DuFresne serves as Chief Business Officer of TomegaVax. He is also VP of

Business Development for MedRock, an orthopedic medical device firm with an approved product for Hip

Osteoarthritis. Duffy DuFresne serves as CEO of MedRock.

Michael is also an Entrepreneur in Residence at ONAMI, focusing on life science companies. ONAMI is an

economic development agency that makes $250,000 grants/investments to scalable startups based on science and

engineering in Oregon from their GAP fund. He is also an Advisor and Reviewer with the Life Science Discovery

Fund in Seattle. Michael has previously been a life science venture capitalist (Norwest Venture Partners, Medical

Innovation Partners, Milk Street Ventures), a senior executive in early stage life science companies (Eureka

Genomics, CNS Response, LifeSpan BioSciences, StressGen Biotechnologies, Tacora) and a research chemist in the

pharmaceutical industry (Syntex Research). Michael has created strategic alliances with many multinational

pharma companies, raised over $200 MM in equity capital and has done two IPO’s to date (StressGen, CNS

Response). Michael holds an MBA from the Sloan School of Management at MIT, an M.S. in Chemistry from the

University of Washington with additional graduate work in proteomics and genomics, and a B.A. in Chemistry from

Reed College. Michael rows competitively for Willamette Rowing Club in Portland.

Richard Wampler, M.D. – Adjunct Associate Professor of Surgery, Knight Cardiovascular

Institute, OHSU Dr. Wampler is a pioneer in the field of rotary blood pumps. He has invented and successfully

developed five rotary pumps for use as ventricular assist devices – four of which have been or

currently are approved for use in humans. His most recent invention, the HVAD by Heartware, Inc.

has been approved by the FDA advisory panel for use as a bridge to cardiac transplantation. His

contributions to the field of rotary blood pumps revolutionized the field of ventricular assist

technology. Rotary blood pumps now offer near the survival of the gold standard, cardiac

transplantation, and will soon surpass heart transplantation in the treatment of congestive heart

Page | 17

failure. Dr. Wampler has been a technical consultant to Thoratec, Inc., Johnson and Johnson, and DLP Medtronic.

Andrew Watson, Ph.D., CLP – Director, Technology Transfer & Business Development, OHSU Andrew R.O. Watson, Ph.D., CLP, is the Director of Technology Transfer at Oregon Health &

Science University. He received a B.S. in Biology from Whitworth University in Spokane, WA

and a Ph.D. in Biomedical Sciences with a research emphasis in immunology and infectious

diseases from the State University of New York at Albany in New York. He previously served as

a Technology Development Officer in the Office of Technology Development at The Scripps

Research Institute in La Jolla, CA from 2003-2006 and in technology transfer roles with Health

Research Inc. and the Research Foundation for Mental Hygiene, Inc., both in New York from 2001-2003. He came

to OHSU in 2007 as a Technology Development Manager before being promoted to Director in 2012. In his current

role, Dr. Watson manages the licensing, intellectual property protection, and industry collaborations aspects of the

office. He is also responsible for the day-to-day management of the office and technology transfer staff as well as

preparation and management of departmental budgets. He is involved in developing and implementing university

policies, providing leadership in developing strategies for corporate collaborations, and serves as an OHSU

spokesperson for matters relating to intellectual property, commercialization and economic impact of OHSU

research. He has first authored several scientific publications and technology transfer articles, and also been an

invited speaker at both scientific and technology transfer conferences. He is a Certified Licensing Professional

through the Licensing Executives Society. Dr. Watson is an active member of the Association of University

Technology Managers, the Licensing Executives Society and the Oregon Bioscience Association.

Linda Weston – President & Executive Director, Oregon Entrepreneurs Network Linda has been President & Executive Director of the Oregon Entrepreneurs Network since 1999.

Since then OEN has increased the number of programs to support entrepreneurs, helped to

expand the capital network, and has extended its programs statewide. Prior, she spent 18 years in

the tourism industry in Eugene, 15 of those with Travel Lane County, the last 8 years as CEO.

In 1996, Linda was recruited by the American Basketball League to serve as the startup General

Manager of the Portland Power women’s professional basketball team. Although the ABL was

undercapitalized and ultimately failed, the Portland Power was successful.

2002 and 2005 – Selected by Portland Business Journal as one of 25 outstanding Women in Business.

2005 - One of 3 national finalists for the “Supporter of Entrepreneurship” award in conjunction with Ernst &

Young’s Entrepreneur of the Year Awards.

2007 – Recognized by Northwest Women’s Journal as one of “100 Most Powerful Women” in the Northwest.

Page | 18

INVENT Keynotes Wednesday, January 7th, 2015

First the Heart Valve, then the Heart: How Logic is Not Essential to Innovation

Sponsored by the Knight Cardiovascular Institute

Dr. Richard Wampler, MD

Adjunct Research Associate Professor of Surgery, Knight Cardiovascular Institute – OHSU

Dr. Wampler is a pioneer in the field of rotary blood pumps. He has invented and successfully

developed five rotary pumps for use as ventricular assist devices – four of which have been or

currently are approved for use in humans. His most recent invention, the HVAD by Heartware, Inc.

has been approved by the FDA advisory panel for use as a bridge to cardiac transplantation. His

contributions to the field of rotary blood pumps revolutionized the field of ventricular assist

technology. Rotary blood pumps now offer near the survival of the gold standard, cardiac

transplantation, and will soon surpass heart transplantation in the treatment of congestive heart

failure. Dr. Wampler has been a technical consultant to Thoratec, Inc., Johnson and Johnson, and DLP Medtronic.

Dr. Albert Starr, MD

Distinguished Professor of Cardiovascular Medicine, Distinguished Professor of Cardiovascular

Surgery, Executive Chairman of Knight Cardiovascular Institute – OHSU

Dr. Starr is a pioneering cardiovascular surgeon who introduced open-heart surgery to Oregon in

1957. Among many notable achievements during his 50-year active surgical career, Dr. Starr

performed Oregon’s first pediatric open-heart surgery, the state’s first heart transplant, and the

world’s first successful artificial heart valve implantation. As co-inventor of the Starr-Edwards

valve (with engineer M. Lowell Edwards), Dr. Starr was recognized in 2007 with the nation’s top

honor in medical science, the Lasker-DeBakey Award.

Introduced by:

Dr. Kent L. Thornburg, Ph.D.

M. Lowell Edwards Chair, Professor of Medicine, Knight Cardiovascular Institute – OHSU

Kent L. Thornburg received his Ph.D. in developmental physiology and studied cardiovascular

physiology as an NIH postdoctoral fellow at Oregon Health & Science University. He now holds

the M. Lowell Edwards Chair and is Professor of Medicine in the Knight Cardiovascular Institute,

Director of the Center for Developmental Health and Director of the OHSU Bob and Charlee

Moore Institute for Nutrition & Wellness. Kent Thornburg is the principal investigator on NIH

funded studies including maternal-fetal signaling, thyroid hormone, early origins of aging and heart development

and placental function. He directs an NIH funded training program in cardiovascular translational research. He has

co-funded projects with scientists in England, New Zealand, France, Finland and Australia. He serves regularly on

advisory panels at the National Institutes of Health, the American Heart Association and the Children’s Heart

Foundation and recently served as co-chair of the task force to determine the 10 year vision of the developmental

origins of health and disease for the National Institute of Child Health and Human Development. He recently

served as a Distinguished Editor for the NIH Center for Scientific Review.

Page | 19

INVENT Keynotes Wednesday, March 11th, 2015

From Sketch to Launch: The Pathway to Commercialization of Innovations

Sponsored by OHSU Technology Transfer & Business Development

Michael Baker

Managing Partner – Baker Group, LLP ∣ Partner – Due North, LLC ∣ President & CEO – Otoharmonics

Corp.

Michael has over 25 years of experience in advancing innovation and technologies to a successful

commercial stage. With his involvement in Baker Group and Due North, he currently oversees

over 18 innovation projects and three stand-alone companies, while seeking out new

technologies to move through to commercialization. Michael is named as inventor on over forty

patents in areas such as medical informatics, medical imaging, and diagnostic and therapeutic

devices. His background as a PA in Emergency Medicine and Radiology, combined with past senior

executive roles at Philips Medical Systems, Lockheed Martin and GE Medical, have provided him

with the platform to be an innovator and the skills to evaluate the application potential of new technologies.

Michael also has experience in M&A, purchasing and selling companies, and successfully exiting companies to help

advance the innovation economy. He raised the largest Series A Round in Oregon ($54.5MM).

Introduced by:

Andrew Watson, Ph.D., CLP

Director – OHSU Technology Transfer & Business Development

Andrew R.O. Watson, Ph.D., CLP, is the Director of Technology Transfer at Oregon Health &

Science University. He received a B.S. in Biology from Whitworth University in Spokane, WA

and a Ph.D. in Biomedical Sciences with a research emphasis in immunology and infectious

diseases from the State University of New York at Albany in New York. He previously served as

a Technology Development Officer in the Office of Technology Development at The Scripps

Research Institute in La Jolla, CA from 2003-2006 and in technology transfer roles with Health

Research Inc. and the Research Foundation for Mental Hygiene, Inc., both in New York from 2001-2003. He came

to OHSU in 2007 as a Technology Development Manager before being promoted to Director in 2012. In his current

role, Dr. Watson manages the licensing, intellectual property protection, and industry collaborations aspects of the

office. He is also responsible for the day-to-day management of the office and technology transfer staff as well as

preparation and management of departmental budgets. He is involved in developing and implementing university

policies, providing leadership in developing strategies for corporate collaborations, and serves as an OHSU

spokesperson for matters relating to intellectual property, commercialization and economic impact of OHSU

research. He has first authored several scientific publications and technology transfer articles, and also been an

invited speaker at both scientific and technology transfer conferences. He is a Certified Licensing Professional

through the Licensing Executives Society. Dr. Watson is an active member of the Association of University

Technology Managers, the Licensing Executives Society and the Oregon Bioscience Association.

Presented By:

Premier Sponsors:

Center for Developmental Health

Additional Support: