October – December 2014

Connect with CONNECT: Cross-Border Innovation @ Knobbe Martens Olson & Bear LLP
Oct 29 @ 5:00 pm – 7:00 pm

Connect w/CONNECT: Cross-Border Innovation

San Diego’s Premier Networking Event

Register Here!

Discover how innovations connect our region at our very special fall edition of Connect with CONNECT; Cross-Border Innovations! Travel through our showcase zones where more than 30 startup companies from the Baja and San Diego region introduce you to their latest products and discoveries. Enjoy heavy hors d’oeuvres and generous pours while mingling with 400 plus entrepreneurs, executives, inventors, visionaries, researchers, and people working to grow San Diego’s innovation economy. Perfect for professionals across all career levels, join us to find new opportunities, expand your network, and experience the exhilaration of this unique idea exchange at October 29th’s, Connect with CONNECT!

Who should attend:
Entrepreneurs, innovators, researchers, capital providers, industry executives and professional services providers who are interested in maximizing their connections and looking for a one-stop introduction to the vast array of industries and business opportunities in the San Diego and the Baja Region.

October 29, 2014


Knobbe Martens
12790 El Camino Real
San Diego, CA 92130
Map It!

Connect with CONNECT will take place in the outdoor courtyard.

Beverages and hors d’oeuvres will be provided


$25 for Full-time Students


$60 for Non-members

$75 October 29 – Day of Event

*Note, cancellations within seven days of event will not be refunded.

Onsite pricing will take effect October 29th!


Connect with CONNECT Sponsor:

Lead Sponsor:

Knobbe Martens


Lead Partner:





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Register Here!


Program Contact:

Jackie Leard
Program Manager
Phone: (858) 964-1335
Fax: (858) 964-1301
San Diego
Office Address

8950 Villa La Jolla Drive
Suite A124
La Jolla, CA 92037



Sales Industry Roundtable Presents: Building and Sustaining Sales Success @ UCSD Extension
Oct 30 @ 7:30 am – 9:30 am



Sales Industry Roundtable Presents:

Building & Sustaining Sales Success

Maximize opportunities and reduce anxieties in relationship management


Date: Thursday, October 30, 2014

Time: 7:30am-9:30am

Venue: UCSD Extension, 6256 Greenwich Dr., San Diego, CA, 92122 (Room 317)

Cost: Free for CONNECT members; $40 for non-members

What you’ll learn

  • Hear about the 7 traps companies fall into that limit sales success
  • Realize the strategic use of executives and CEOs to expedite your sales cycle
  • Utilizing team sales leads to greater success

About the speaker:

Robert Swette

Managing Partner, Sales Growth Associates, LLC, Center for Sandler Sales Training and Consulting

rob swette







Click here to view Rob’s LinkedIn profile


Please contact Rachel Max, Program Coordinator at CONNECT, with any questions at

CONNECT FrameWorks Workshop: Mergers & Acquisition @ TBD
Nov 5 @ 8:00 am – 11:30 am


Register Here!

Mergers and Acquisitions in Today’s Economic Environment

In partnership with Allen Matkins

Program Overview:

In today’s current economy, it is important to know what it takes when it comes time for acquiring or selling a company.  In order to successfully navigate an M&A transaction in this economic environment, it is critical that buyers and sellers understand what will be required to be successful in their strategic transaction efforts.

What you will learn:

  • How companies are obtaining financing in today’s market;
  • How to properly conduct due diligence from a buyer’s and seller’s perspective;
  • Current landscape of the M&A market (valuations, financing alternatives and deal trends);
  • How to address a variety of confidentiality concerns in an M&A transaction;
  • How making operational, financial and legal decisions can help your company maintain its value and remain an attractive partner through the sale process;
  • How operating efficiency, customer/supplier quality, strategic focus, key management effectiveness and other non-financial metrics affect valuations and deal terms; and
  • ·         How to plan and implement a successful post-acquisition integration strategy.

Who should attend:
Anyone on either the buy and sell side who is preparing to engage in a potential merger, sale or acquisition or who wants to have a clear acquisition or disposition strategy in place.


Joe Davidson, Allen Matkins

Joe M. Davidson is the Corporate & Finance Department Director at Allen Matkins. Since 1979, he has advised and represented a broad variety of companies and entrepreneurs in both thriving and distressed economic environments in corporate and securities matters, mergers and acquisitions, public and private securities offerings, and joint ventures. Joe provides day-to-day counseling and solutions to legal issues confronting businesses, regularly representing clients in diverse fields, including medical device, healthcare services, software, consumer products, restaurants, Internet, e-commerce and telecommunications. His practice also focuses on real estate, public and private financings of debt and equity securities, mergers and acquisitions and partnering arrangements, restructurings and bankruptcy reorganizations involving privately held and public companies and pension advisors, and venture capital transactions to assist emerging companies through their growth cycles. He has substantial experience in negotiating and documenting strategic partnering arrangements, patent, trademark and technology licensing agreements, joint technology development, and sales representative and distribution agreements. Companies also rely upon his counsel and expertise in developing executive compensation, consulting and employment agreements and preparing stock purchase and stock option plans. He also works with publicly-held companies, assisting them in compliance and governance issues.

Clark Libenson, Allen Matkins
Clark H. Libenson is a corporate partner in Allen Matkins’ San Diego office. His practice focuses on corporate finance and business transactions, including public offerings and private placements of equity and debt, real estate securities, corporate reorganizations, mergers and acquisitions, employee equity and compensation arrangements, corporate governance, and board advisory matters. He also provides counsel to clients on financial services and general commercial matters, including commercial lending and secured real property transactions. From an international perspective, Clark handles all manner of in-bound investment from the Asia-Pacific region and out-bound investment to Mexico and Latin America. He has a particular emphasis on cross-border mergers and acquisitions, joint ventures, secured financings, equipment leasing and manufacturing, as well as multi-jurisdictional distribution arrangements. Clark represents real estate enterprises, financial institutions, manufacturers, mining ventures and technology companies, among others.

Bill Malone, Deloitte Tax

Bill Malone is a Tax Partner at Deloitte Tax.  Since 1984, he has advised and represented a variety of corporate clients.  Bill leads Deloitte teams in providing creative tax solutions to complex situations.  He has significant experience in domestic and international transactions, including tax free spin offs; international and domestic reorganizations; corporate joint ventures; complex intellectual property transactions and successful IRS audit defense.  Mergers and acquisitions is an area of expertise, including tax due diligence; structuring; contracts; financing; financial reporting; and post-merger integration. Serves clients across industries from development stage companies to corporate clients in the Fortune 500.

Tim Malott, Shoreline Partners
Tim Malott joined Shoreline Partners in 1994 and serves as President and CEO of Shoreline’s broker-dealer subsidiary, ShP Securities, LLC.  Since joining the firm, Malott has led numerous sale, merger, acquisition and financing assignments across a wide array of industries throughout the Southwest.  A former CPA, he holds multiple securities licenses including Series 24 (Principal), 79 (Investment Banking), 62 (Corporate Securities) and 63 (Uniform Securities Agent State Law).  His career spans public accounting, commercial banking and investment banking through which he has gained knowledge and experience in nearly every industry and business sector.  He started and is the leader of the Corporate Deal Professionals, a San Diego affinity group for M&A professionals who are members of ProVisors, a business networking group of senior level, trusted advisors.

Date: Wednesday, November 5 2014

Time: 8:00 a.m. – 11:30 a.m.

Location:  TBD

Note: A light breakfast will be provided for participants

Contact: Jackie Leard

Phone: 858-964-1335



General Public: $20

At the Door: $45

*Registration will close on or before November 4.

Register Here!


Operations Roundtable Factory Tour of Ametek Programmable Power @ Ametek Programmable Power
Nov 12 @ 7:30 am – 9:30 am



Operations Industry Roundtable Presents:

Factory Tour of Ametek Programmable Power

Lean Factory Practices of San Diego-Based Manufacturers


Date: Wednesday, November 12, 2014

Time: 7:30am-9:30am

Location: Ametek Programmable Power, 9250 Brown Deer Road, San Diego CA 92121

Cost: Complimentary attendance provided by CMTC for CONNECT members; $40.00 for non-members

The maximum attendance for this event is 30 people.

About the event

AMETEK Programmable Power – Mira Mesa, will be hosting an onsite factory tour to showcase their Lean Six Sigma practices. Ametek designs, manufactures and markets precision, programmable AC and DC power supplies, electronic loads, application specific power subsystems, and compliance test solutions for customers requiring & valuing differentiated power products and services.

The meeting will be hosted by Mike Ingle, Director of Operations, Ametek Programmable Power.  Mike has been with Ametek for 6 years. In 2008 Mike joined Ametek as the Materials Manager and in 2010 became the Director of Operations.


Please contact Rachel Max, Program Coordinator at CONNECT, with any questions at








*CMTC’s Mission: To create solutions for manufacturing growth and profitability. CMTC is a private, mission-based non-profit Corporation, affiliated with the National Institute of Standards and Technology’s (NIST) Hollings Manufacturing Extension Partnership (MEP). Our affiliation assures performance standards that translate into customer service with consistent high benefits and satisfaction.


MITEF San Diego: Boldly Explore Where No Enterprise Has Gone Before – How Today’s Science Fiction Inspires Tomorrow’s Innovation @ Sanford Consortium for Regenerative Medicine; Roth Auditorium
Nov 12 @ 5:00 pm – 8:30 pm

You are an innovator looking for inspiration.  The creative, imaginative, and unexpected intrigue you. You are curious to be in the know about the companies in our region that are spearheading commercial developments that were born from the Sci-Fi world, NASA research, and neuroscience exploration. The ability to identify the dots that will be connected 20 years from now is at the top of your list.  You want to make a black swan moment happen. THIS is the time and the place!

CONNECT FrameWorks Workshop: Business Aspects of Patents @ The Offices of Pillsbury Winthrop Shaw Pittman, LLP
Nov 20 @ 8:00 am – 11:30 am


Register Here!

Business Aspects of Patents: A Primer for the Non-Patent Lawyer
In partnership with Pillsbury Winthrop Shaw Pittman LLP

Program Overview:
Intellectual property plays a seminal role in the success of many companies.  While adequately protecting innovation is a major economic driver, as with any valuable asset, if it is not properly managed its full potential will not be realized and the company will fail.

This program will focus on the role key business factors play in capturing, managing, and exploiting the intellectual property of the company.

What you will learn:

  • The role of intellectual property in the deal
  • Business transactions where patents are a significant factor
  • Issues of importance to potential investors
  • Key licensing provisions to consider when exploiting the patent portfolio

Who should attend:
This workshop is reserved for Founders, CEO’s, Entrepreneurs, Managers, Researchers, VCs, Business Development Professionals, and Scientists, ONLY.  Please, no competing law firms.

About the Presenter:

John Wetherell, J.D., PhD. has over 25 years’ experience in intellectual property law.  His counseling experience includes intellectual property acquisition, transactional due diligence, patent infringement and validity analyses, freedom-to-operate opinions, as well as licensing and strategic counseling.  Dr. Wetherell’s patent prosecution experience includes obtaining U.S. and foreign protection in biotechnology areas such as molecular biology, immunology, nanotechnology, medical diagnostics, microbiology and pharmacology.  He also evaluates intellectual property portfolios for both companies and investors.

At Pillsbury, Dr. Wetherell is the partner in charge of the Intellectual Property practice group in the San Diego office, co-leader of the National Life Science industry group, leader of the Stem Cell Outlook and Planning Effort (SCOPE), and a member of the Clean Technology Group.

Date:  November 20, 2014

Time:  8:00 a.m. – 11:30 a.m. (Optional Lunch 11:30 a.m. – 12:30 p.m.)

Location:  The Offices of Pillsbury Winthrop Shaw Pittman, LLP

12255 El Camino Real, Suite 300

San Diego, CA  92130

Note:  A light breakfast will be provided for participants, as well as an optional lunch following the workshop for further questions and discussion.

Contact:  Jackie Leard

Phone:  858-964-1335



General Public: $20

At the Door $45 (subject to availability)

Registration will close on or before November 19

Register Here!
Most Innovative New Product Awards @ Hyatt Regency La Jolla at Aventine
Dec 4 @ 5:00 pm – 8:30 pm

The Most Innovative New Product Awards, CONNECT’s largest and most prestigious event, attracts more than 700 of the region’s top business leaders, researchers and capital providers. CONNECT continues its tradition of honoring San Diego’s celebrities of innovation along with the groundbreaking new products launched in the last year. The MIP awards is to San Diego’s innovation industry what the Academy Awards® is to the movie industry.

This year over 100 companies were nominated and competed in the rigorous judging process, 25 finalists have been chosen but only 8 will walk to the podium. Be there in person on Dec. 4 as CONNECT reveals the winner in each of the 8 categories.


Table Sales for the 2014 MIP Awards Dinner now open!


DATE: Thursday, December 4, 2014

LOCATION: Hyatt Regency La Jolla at Aventine
3777 La Jolla Village Drive
San Diego, CA 92122

TIME: 5:00pm – 8:30pm

5:00-6:30pm // Finalist Exhibit Hall opens
6:30-8:30pm // Awards Presentation and Dinner


Individual Seats:

$200 Members | $240 Non-Members

Table of Ten:

$1,800 Members | $2,200 Non-Members


Register Here!