"Visitor's Confidentiality Agreement" was the title of the NDA, for Pete's sake; that's what makes it sound as though the guy popped in for a meeting.
And the trial court's opinion says that the Stanford fellow "commut[ed] daily" to Cetus. This seems to suggest strongly that the fellow divided his time between Stanford and Cetus — in effect, that the guy was a daily visitor to Cetus, as opposed to being seconded to Cetus.
Again, the point: RTFA — because hindsight opinions might differ about what you should or shouldn't have expected.