Balancing Global Opportunities and Trade Policy Risks

March 02, 2026
More than a third of U.S. licensing deals this year have involved assets sourced from China and investment is adjusting in response. As deal activity accelerates, regulatory scrutiny has intensified. This session will examine valuation impacts, evolving deal structures, and regulatory considerations related to cross border investment trends and how they affect U.S. firms’ planning in an active tariff environment.
Moderator
Kelly Seagraves
Kelly Seagraves, Vice President, National Security & International Affairs - Biotechnology Innovation Organization (BIO)
Speakers
Daniel Brog
Daniel Brog, Managing Director - Locust Walk
Anthony Japour
Anthony Japour, CEO and President - iTolerance, Inc.
Arda Ural
Arda Ural, Americas Life Sciences Leader - Ernst & Young, LLP