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Colorado Compliance Roundtable: Effectively Safeguarding and Using Intellectual Property

November 16, 2016

Davis Graham & Stubbs LLP is pleased to invite you to join us for the next installment of the Colorado Compliance Roundtable Breakfast Series. The series is open to all investment adviser compliance professionals and service providers. Each installment is designed to assist with a particular aspect of the evolving regulatory and business landscape.

This series offers a unique opportunity to exchange ideas, questions, and best practices with local compliance professionals, attorneys, and compliance consultants in an interactive, candid, small-group setting.

Like many other businesses, asset managers create, use, and license intellectual property (IP) every day. Some of this property belongs to the asset manager and some to others. Asset managers need to have a basic understanding of the kinds of IP that affect their businesses and how to properly use, protect, and safeguard that IP.

Issues to be addressed include:

  • Can I trademark or copyright any aspects of my business - and if so, how?
  • What are trade secrets?
  • What business concerns exist in my intellectual-property-related agreements - such as those with my IT provider, my website developer, and others?
  • How do I protect my IP (especially patentable IP), and how do I seek to ensure that I do not violate anyone else’s IP rights?
  • What intellectual property issues affect my website, marketing collateral, and other parts of my business?

Our speakers for this program will include:

Event Information

November 16, 2016

1550 17th Street Suite 500 Denver, CO 80202

Breakfast | 7:30 AM Program | 8:00-9:00 AM

Program Materials

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