Maximising your client’s returns on their IP assets is essential to helping them achieve commercial advantage. Hear from leading commercial and IP experts as you explore the latest tips on effective structuring for collaboration. Gain valuable insights into how to prepare an IP audit and build on this knowledge by diving into a session on how to best showcase IP for investors, leaving with a consolidated understanding of how to keep up with the commercialisation of IP.
IP audits are conducted for many reasons. The most common reason is for sale, acquisition or investment purposes. In this session you will learn about the IP audit process, the most common aspects of a ventures IP that is audited on and how to best posture your IP, IP strategy and IP culture to come out of an audit with flying colours. This seminar will also cover other reasons for an audit such as for cost-cutting purposes or to help a business design a more coordinated approach to IP.
Presented by Anton Blijilevens, Principal, AJPark
- Common structures for collaboration and commercialisation (e.g., LPs, JVs, special purpose vehicles)
- The role of IP Licences
- Tax issues associated with IP commercialisation, including:
- outlining the key differences between tax treatment of leasing/licensing vs sale, and
- problems which can/should be avoided: and tax inefficiencies which can arise.
Presented by Michael Moyes, Partner, and Jo Giboney, Special Counsel, Duncan Cotterill
- Key IP elements in a Pitch Deck/Information Memorandum
- Identifying and highlighting broader intangible assets and internal systems
- Targeting investor interests
Presented by Kate Wilson, Intellectual Property Strategist, Registered Patent Attorney, KTPI Enterprises Ltd
Penny Catley, Principal, AJ Park
- Gain practical tools to effectively structure IP licences for collaboration
- Understand the steps to prepare IP for audit
- Learn practical tips of how to showcase IP for investors
* This interactive online recording includes questions and quizzes requiring critical thinking about the topics, so you have no annual limits to the number of points/hours you can claim with this format of learning. Please verify with your CPD rules
*Original Content was created in March 2023
Presenters
Michael Moyes, Partner, Duncan Cotterill
Michael’s practice spans a broad range of industries and market sectors – including advertising and marketing, aged care, agriculture, automotive, banking and financial services, competition and antitrust, construction, e-commerce, education, energy, entertainment, fashion, FMCG, food and beverage, health, horticulture, insurance, manufacturing, pharmaceutical, publishing, retail, and technology. This wide-ranging knowledge allows him to excel in advising clients on their complex and business critical projects. A common thread across this rich tapestry is that Michael helps clients to find solutions to challenges that lay at the intersection between business, legal, commercial and other considerations. After 20 years practising law and leading teams in Australia and New Zealand, Michael is privileged to be recognised as a market leader in technology law and intellectual property (IP). He is accredited by the world's leading practical qualification provider, in the European General Data Protection Regulation, (GDPR), ranked as a ‘Leading Individual’ in the Legal 500 Asia Pacific 2022 for both Intellectual property and TMT and ranked in the Chambers and Partners Directory 2021. Michael is also recognised in the World Trademark Review 1000 2022 as a recommended individual for transactions. Michael is a member of the Intellectual Property Society of Australia and New Zealand (IPSANZ), the International Trademark Association (INTA) and the Project Management Institute of New Zealand (PMINZ).
Jo Giboney, Special Counsel, Duncan Cotterill
Jo specialises in taxation law working with clients in both the private and public sectors. She advises on the New Zealand tax implications of a wide range of matters including business structures, reorganisations, mergers and acquisitions as well as isolated transactions. Working collaboratively with teams across all our firm’s practice areas, Jo ensures material tax risks are identified, and solutions are recommended in a timely and efficient manner. In addition to tax advisory work, she regularly provides input in relation to transaction documentation and drafting, so that outcomes for clients are optimised from a taxation, as well as commercial perspective. Jo provides bespoke advice for transactions, advising on any legal changes likely to impact particular clients. She obtains binding rulings from Inland Revenue to provide certainty for clients in relation to complex or high-value transactions, and represents clients involved in tax investigations and disputes with Inland Revenue.
Kate Wilson, Intellectual Property Strategist, Registered Patent Attorney, KTPI Enterprises Ltd
Kate, a former founding partner of James & Wells, is a registered patent attorney (in New Zealand and Australia), has degrees in physics and chemistry, and is internationally recognised as a leading IP strategist with particular experience in patent matters. She is also an educator in all matters IP and intangible asset related and has extensive expertise in establishing and managing IP portfolios. After stepping down from the James & Wells partnership in 2015, Kate established some non-IP related businesses and sits on a number of corporate boards. Kate is now focussed on providing strategic IP and business advice as a consultant at James & Wells.
Penny Catley, Principal, AJ Park
Penny is a commercial intellectual property lawyer in Australia and New Zealand. She has practised for more than 30 years and is a registered patent attorney in both countries. Penny works for public and private sector clients in a range of industries, including food and beverage, information technology, health, wine, education, fashion and textiles, energy, agriculture and FMCG among others. She currently acts for successful local companies Z Energy, Jade Software, House of Travel, Contact Energy, Victoria University of Wellington Te Herenga Waka, and Australian fashion designer Collette Dinnigan. Penny is a past President of the New Zealand Institute of Patent Attorneys (NZIPA) and was named by Managing IP as one of the Top 250 Women in IP 2022.
Anton Blijilevens, Principal, AJPark
Anton joined AJ Park in 1994 after graduating from the University of Canterbury with a Masters degree in mechanical engineering. He gained his law degree from The University of Auckland in 2004. Experienced in IP protection strategies and conducting IP audits for mechanical and manufacturing technology firms, Anton has a track record of helping exporters be successful locally and internationally. As head of AJ Park’s specialist China team, Anton provides IP strategy advice to Australian and New Zealand companies looking to do business in or with China. His clients come from diverse industries such as packaging, marine engineering, aviation, agritech, and heavy engineering. Anton has received many industry awards including a listing as one of New Zealand’s top legal practitioners in the field of patents in the 2017 Expert Guides. He was also listed as one of the world’s leading patent professionals in the 2016 IAM Patent 1000 index.