China Intellectual Property Business 2009
18-20, November, 2009 Shanghai Marriott Hotel Hongqiao
Day One
07:30-08:30 Registration and Morning Tea
08:50-09:00 Chairman Opening Address
Theme I: Strategic Management and Investment for Intellectual Property
under the Financial Crisis
09:00-09:30 Keynote Speech: Future Development for IP Management and Investment under the Financial Crisis
Guoqiang Lv, Director
SIPA
09:30-10:00 Keynote Speech: Current Situation for Global IP Management and Investment This financial crisis has triggered the activeness in the IP market. International governments are playing great roles under this scenario. And therefore, we establish a fair business partnership with the European countries. Thus, we couldn¡¯t stop considering, to what level does this market have changed and how flexible is it?
- Changes in the IP Market
- Threats beyond the opportunities
- Pros &Cons of the collaboration with the European countries and practical implication
10:00-10:30 Bottleneck and Break-point for China IP Strategic Management
Our IP market is still at the beginning phase. What¡¯s wrong: is the problem of technology, value, capital reasons or any other factors? How can we make up for the problems?
- Establish a proper environment for IP market
- Value revolution
- C-suite involvement
Liu Yubo Director ZTE Legal Department
10:30-11:00 Tea Break
11:00-11:30 Keynote Speech: Establishing the Right Portfolio Strategy Suiting for Your Own Future Development
With the economy development in China, there are more and more approaches in IP investment, not just simple licensing or buy/sell issues. However, are all the methods good for every company? What actually you need is to well position your company and develop a series of ways that best suit for your future development.
- Define IP assets within the company
- IP portfolio investment & cost control
- Different IP investment approaches
- Cross-Licensing and its practice
- Investment purposes and methods chosen
Philips IP & Standard Department (Negotiating)
11:30-12:00 Keynote Speech: IP Markets in China
In line with a worldwide trend towards creating liquid markets for IP transactions, China is beginning to develop methodologies for buying, selling or raising capital through IP. This session reviews some of the different tools that companies use to transact IP, and looks at some case examples, such as:
- Private brokers
- Exchange and auctions
- Intermediaries and investors
- Banks
Chris Bailey Executive and Partner Rouse China
12:00-12:30 Pitfalls in IP Licensing Strategy
There are many things needed to be care about in terms of contract risk, licensing fee, payment methods, financial risks, due diligence. Therefore, you have to think about for a while, has your company made everything perfect?
- Contract risk
- Due diligence
- Measurement for licensing fee: Licensor and Licensee
- Financial risk and legal risk during the payment process
- IP Monitoring Programme and its practical usage
Lawrence Yuan, Vice Director Shanghai Intellectual Property Academe
12:30 Lunch
13:30-14:00 Case Study: IP Strategy I
Planned: Microsoft New IP Strategy: Microsoft has launched new IP strategy: welcoming the collaboration with companies worldwide. Do you want to hear more about this new strategy?
- Competitors or Collaboration?
- New business opportunities
14:00-14:30 Case Study: IP Strategy II
Planned: IBM¡¯s "Prior Art" IP Strategy: "Prior Art" is closely related to the success of the IP strategy. Therefore, we should dig out what is the "prior art" and how to develop this.
- What is "prior art"?
- How to find out the "prior art"
14:30-15:00 Innovative Approach for IP Investment: IP Financing
IP financing is an innovative approach in IP investment. Has everyone well understood the new methods? Are there any problems beyond this method?
- Current situation and background
- Requirements for IP financing in China
- How to apply cross-border financing
- Problems need to be solved
- Case study: Kangbite: rmb 10 million financing project
15:00-15:30 Tea Break
15:30-16:00 Medical Funding: New Opportunity under the Newly Medical Reform
The establishment of the medical funding has indicated the new opportunity in China. This sector brings the case study as well detailed information.
16:00-16:30 IP Acquiring: Reducing the Foreign Exchange Exposure
Besides of the financial hedging, IP acquiring has become a better way to reduce certain foreign exchange exposure.
- Cross-border IP investment: Acquiring technology or buying a business entity
- Joint Venture
- Any problems
16:30-17:00 Group Discussion: Risk Control for IP Investment Activity
In the IP investment business, we will face varied kinds of problems coming from the financial fields, hr fields, and market area. This session is to discuss different
17:00 Cocktail Party
Day Two
07:30-08:30 Registration and Morning Tea
08:50-09:00 Chairman Opening Address
Theme II: Efficient IP Valuation
09:00-09:30 IP Pitfalls in M&A and Pre-Valuation
Many companies are actually suffering huge loss in acquiring the IP assets they think belonging to the target company. Therefore, we have to be clearly aware what kind of pitfalls are they in every stage of such projects. This speech has made a list of all possible disadvantages. Meanwhile, the pre-valuation is also very important in such project, which may cause huge value differences.
- Pitfall lists and allocation
- How to reduce & avoid these problems
- Key issues should be paid attention in the pre-valuation stage
Janet Chua EiBU Intellectual Property Manager Agilent Technologies
09:30-10:00 Approaches in IP Valuation and Factors Might Affect
Only having an accurate valuation of the IP assets, can companies have clearly pictures of how much value they actually have. In this way, companies can avoid the loss due to the undervaluation and obtain a better market share thereafter.
- Company strategic development driven: M&A, market share
- For investors, a measurement telling the future development of a target company
- Cost/asset approach
- Market approach
- Income approach
Brett Shadbolt Managing Director Censere (Planned)
10:00-10:30 IP Damages Measurement Standard
As a kind of asset, IP assets also face with the problem of value discount. Therefore, companies should establish a proper system in calculating the loss profit due to the IP damages to examine the real value of the IP assets and find out the insufficient aspects in the IP management.
- IP damages classification and definition
- New standards for IP damages measurement and market implication
- Valuation approaches and model
- Measurement for the IP loss profits
10:30-11:30 Tea Break
11:00-11:30 Group Discussion: standards for financial reimbursement of IP Infringement
Intellectual Property assets are quite risky and easy to suffer the problems of profit loss. Therefore, it is demanded to find out a solution or standard in defining the level and amount of financial reimbursement of IP infringement once in a lawsuit.
Digital technology industry and bio-pharmaceutical industry are two major industries behaving vigorous in the IP investment. As both of them have their own characteristics, they need different approaches in solving the actual problems in the practice. Companies should establish specific valuation strategies suit for themselves.
11:30-12:00 Case Study: IP Valuation Practice----IT Industry
12:00-12:30 Case Study: IP Valuation Practice----Bio-Pharmacy Industry
12:30 Lunch
Theme III: IP Database Application and Legal Protection
13:30-14:00 A Successful Story: Application of IP Database
- The Introduction of BYD
- Setup & Application of database platform
- Database Resource
- Information Classification & Management
- Cross use of individual databases
- Technical support and human support for database
Jie Zhao Manager of Intellectual Property Department BYD
14:00-14:30 Advantages for the "Patent Pool" and Pitfalls as well
Have you ever heard about the "Patent Pool"? Can you tell any good and bad things of this new idea? And how does it work?
- Position of technology association in "Patent Pool"
- Any potential business opportunity
- Any possible pitfalls
Jim Wang IP Director TCL
14:30-15:00 Group Discussion: How to Build A Proper Database and How Can It Be Used?
To purchase or to build the database by the internal resource is the question for companies. And they also have to think about is whether the technique in searching and using public data is the key issue companies should care most?
Joseph Rogers General Counsel Shanghai Bell (wait for final confirmation)
15:00-15:30 Tea Break
15:30-16:00 Protection for IP Database: Online Safety and Legal Methods
Once data has been put into the information system or even exposed to the public, has everyone ever concerned about the safety of the information? Is there any proper method or technology in protecting our data or any regulations for the protection?
- Technical support
- Legal protection for online database
- IP insurance approach
Xinliang Tao PhD. Intellectual Property Department from Shanghai University (Planned)
16:00-16:30 Group Discussion: Danger Definition of "Shanzhai Culture" & Legal Usage
"Shanzhai Culture" has become quite popular these days in China. What we should do is to examine to which level of the threats it will bring to the current IP market and how this phenomenon can be well utilized for the purpose of healthy future development.
16:30-17:00 Live Demo Experience in Using IP Database
17:00 Chairman Wrap-up & End of Conference
Day Three: Intellectual Property Assets Auction
