In This Presentation:

- Trademarks – not just for consumer companies

- Strength of a Trademark: Categories

- Choosing a Trademark

- Obtaining Protection – Common Law Rights

- Obtaining Protection – State Trademark Rights

- Obtaining Protection – Federal Rights

- Obtaining Protection – Even more

- Enforcement

- Trademark Infringement

- Trademark Infringement – Likelihood of Confusion

- Likelihood of Confusion – Financial Services Companies

- Likelihood of Confusion – Initial Interest Confusion

- Likelihood of Confusion – Relevant Cases

- Likelihood of Confusion

- No Likelihood of Confusion

- Lessons Learned

- Defenses to Trademark Infringement:

- Derivative Products

- Derivative Products – Fair Use

- Classic Fair Use

- Nominative Fair Use

- Nominative Fair Use - No infringement

- Fair Use

- No Fair Use

- Disclaimer

- Lessons learned

- Protecting Your Clients

- Excerpt from Trademarks – not just for consumer companies:

- Trademarks are not just typical brand names – i.e. Nike, Coca Cola, Apple

- Investment companies should protect their trademarks too...