RFID Investment Summit at the RFID World Conference 2007 - hosted by RFID Tribe.
RFID Investment Summit Chairman - Mark Johnson, RFID Tribe President
RFID Investment Summit
March 26, 2007
Dallas, Texas
Summary
Entrepreneurs and innovative firms are competing for investor attention and customer mindshare
must be able to tell a unique story around value proposition and intellectual property. Where is the
opportunity to fill technical gaps while avoiding running into IP walls? These questions are not only on
the minds of executives at start-up companies, they are on the minds of investors and corporate
directors of business development. In this pre-conference session we will explore these questions
and more:
- Where existing start-ups have been successful. We'll take a look back over the past 18 months
to see who has received funding and why. - Where start-ups have run into crowded markets. We'll cover the IP environment with legal
experts familiar with RFID prior art and existing patents. - What is the right mix between services and technology? Given that the majority of start-ups will
carry the burden of getting customers up and running quickly, how do they juggle the balance
between R&D and consulting? - No one can “go it alone”. Who has proven most open to partnership? Among the larger
existing RFID technology vendors, who has been the most start-up friendly and why? - What technologies are most likely to deliver innovation – active, passive, closed loop, EPC,
real time location systems, near field communications (NFC), ZigBee, sensors? - What applications hold promise – payments, security, supply chain, healthcare, asset
management?
Speakers:
Mark Johnson, President at RFID Tribe. Mark will chair the RFID Investment Summit and moderate
the speaker panel.
Mike Liard, Director of RFID and Contactless Technology at ABI Research. ABI is a leader in covering
the RFID market as a market research firm. Mike will speak on the RFID market from a research
analyst's perspective.
Reik Read, Analyst at Robert W. Baird & Co. Robert W. Baird & Co. covers the RFID market and
publishes a monthly RFID Investment newsletter. Reik will speak on the market from a capital
investment perspective.
Christopher Bloom, Partner at Bell, Boyd and Lloyd LLP. Bell, Boyd and Lloyd is counsel for the RFID
Consortium’s patent pool and will speak on RFID intellectual property issues and IP strategies.
Alan Koenning, Fund Manager of the UPS Strategic Enterprise Fund, investors in several RFID-related
firms. Alan will speak from the investor’s perspective regarding RFID-related investments.
Wolf Bielas, CEO of RSI ID Technologies. Wolf will present opportunities to invest in RSI ID
Technologies, a leading vertically integrated manufacturer of RFID antennas, inlays and tags.
CEO’s from leading RFID technology companies presenting their firm’s products, services, market
strategies and unique investment opportunities.
Agenda:
9:00 am Welcome and Opening Remarks
Conference Chairman: Mark Johnson - President, RFID Tribe
9:15 am Analysts Perspective: RFID Market Overview, Opportunities and Challenges
New entrants and investors alike must understand the nature of the RFID market as it stands in 2007.
Cut through the RFID and EPC hype and examine the market from a global perspective with regards
to disruptive technologies, substitute technologies, market fragmentation and cost curves. Discuss
benchmark issues such as interoperability, price points, standards adoption and more. Take a look
back over the past 18 months to see where existing start-ups have been successful; what types of
companies have received funding and why.
Michael J. Liard, Director of RFID and Contactless Technology at ABI Research
Reik Read, Analyst, Robert W. Baird & Co.
10:00 am The RFID Intellectual Property Environment
Gain an understanding of the IP issues of the day from legal experts familiar with RFID prior art and
existing patents. Use this information to determine where the opportunities are for your company to fill
technical gaps while avoiding running into IP roadblocks.
Christopher Bloom, Partner, Bell, Boyd and Lloyd LLP
10:30 am Networking Break
10:45 am Investor Perspective:
RFID ventures include emerging startups looking for pure plays and opportunistic companies
seeking new engines of growth. A handful of notable startups have garnered impressive funding and
others have languished while trying to prove their growth potential to investors. In this session, we
present the views of several funds and corporate ventures groups that are evaluating, or have made
investments in the RFID space.
Alan Koenning, Fund Manager, UPS Strategic Enterprise Fund
11:45 am Roundtable Discussion: Opportunities in the Marketplace for Innovation
Listen to a lineup of technologists and investors discuss the RFID landscape today to help determine
where the demand is, where the gaps in solutions exist and more. What part of the RFID ecosystem
will likely deliver the next round of innovation? What applications will deliver the most value: supply
chain optimization, contactless payments, library, automotive, item-level identification or other? What
applications produce end-user value?
Moderator: Mark Johnson, President, RFID Tribe
Alan Koenning, Fund Manager, UPS Strategic Enterprise Fund
Christopher Bloom, Partner, Bell, Boyd and Lloyd LLP
Reik Read, Analyst, Robert W. Baird & Co.
1:00 pm LUNCH BREAK
2:00 pm Private Placement Investment Sessions
CEO’s of private firms present their firms, business plan and unique outlook. Presenters must pre-
register to be qualified by a panel to be eligible to participate in investment presentations to a select
group of investors, investment professionals and corporate ventures groups.
Wolf Bielas, CEO, RSI ID Technologies
4:30 pm Seminar Concludes
The RFID Investment Summit is held in concert with the largest RFID technology conference in the
world, RFID World. The conference grows each year – last year’s attendance was 3,500+ attendees.
Roam the tradeshow floor and gain insight into the industry’s latest products and services. Separate
registration required for admission to RFID World conference sessions. See the full RFID World
2007 conference agenda.
Registration for RFID Investment Summit attendees
Contact RFID Tribe to present at the RFID Investment Summit
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RFID Investment Summit - March 26, 2007
