Intangible Assets and Intellectual Property Valuation

Farrer & Co

Wed 02 Mar 18:00

Join us on Wednesday, 2nd March for our next London Branch Meeting: Intangible Assets and Intellectual Property Valuation.

Expert panellists from Farrer & Co, Valuation Consulting and the Institute of Trade Mark Attorneys will lead a discussion touching on the following issues:


  • How IP valuation will shape business structuring practices in the future;

  • Valuing IP (trademarks, trade secrets, copyright) vs valuing Intangible Assets (contractual intangibles);

  • Leveraging brand equity through IP;

  • Changes to the EU Trade Marks Directive and Regulation, and the EU Trade Secret Directive & Data Protection Changes;

  • Ownership rights and intra-group licensing, taking account of the latest BEPS deliverables.


Using two case studies, our expert panellists will consider how companies can best utilise the value of their intellectual property on their balance sheet and structure international expansion.

Case study 1 centres around an established education business entering into brand extension via licensing agreements overseas. Case study 2 considers the challenges for a newer, brand-based high growth business in the luxury consumer product zone. Attendees will be provided with copies of the case studies on arrival, but can also view them in advance here


Followed by networking drinks!


Kindly hosted by:



 


In association with:


Speakers

Kelvin King
Kelvin King
Senior Partner, Valuation Consulting
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Kelvin King

Senior Partner, Valuation Consulting

Kelvin joined the Government in 1970. His early career was spent with the Government's Share Valuation (SV); which is responsible for all of the private company, business, intellectual property, and intangible asset valuation requirements of Government: the Capital Taxes Office (CTO) and Policy and Management divisions. In both SV and the CTO, Kelvin held senior positions in the HQ units, dealing with the most complex cases.

He left the Government after 17 years to establish a Valuation Unit for a large accountancy practice and, before the founding of Valuation Consulting, was the MD of specialist valuation companies within two major international investment banks. He has undertaken corporate finance work.

Kelvin is frequently asked to lecture for professional bodies and training organisations about commercial and tax valuation. He is a contributor to many journals, television and radio. He is a contributor to books (Business Valuation Digest – Thomson, Intellectual Property Rights and Their Valuation Gresham, Due Diligence Law and Practice – Sweet & Maxwell, The Trademark Handbook amongst others).

His book Valuation and Exploitation of Intellectual Property and Intangible Assets was published by EMIS Professional Publishing in May 2003 which attracted excellent reviews.

He has been one of two separately listed UK Expert Witnesses in the areas of intellectual property and intangible asset valuation and one of the five separately listed unquoted company Experts in The Law Society (now Sweet and Maxwell) Directory of Expert Witnesses (1996-2016). He is the founder of the Society of Share and Business Valuers, Chairman UK RICS Business Valuation, Chartered Valuation Surveyor and Registered Business Valuer, founding expert Lord Woolf's Expert Witness Institute, member of the Licensing Executive Society, Chartered Institute of Patent Agents (Associate), Royal Institution of Chartered Surveyors (Fellow and Chartered Valuation Surveyor Registered Business Valuer) and international Association of Consultants, Valuers and Analysts.

He has been involved in a number of major recent cases including the professional negligence case Ball (the co-founder of The Eden Project) v Druces and Attlee concerning IPR, business valuation and royalty rates. Trademark litigation clients include Levi Strauss.

David Copping
David Copping
Partner, Farrer & Co
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David Copping

Partner, Farrer & Co

David specialises in non-contentious intellectual property and commercial law, predominantly advising clients operating in IP rich sectors such as media, culture and higher education.

David regularly advises clients on a range of issues relating to the acquisition, protection and exploitation of intellectual property rights, including in relation to trade marks, copyright, and other forms of registered and unregistered rights. David’s principal areas of focus are complex collaborative projects involving the creation and/or exploitation of intellectual property, and IP considerations arising in corporate transactions, research collaborations and joint ventures.

In terms of more general commercial work, David has expertise in relation to technology contracts, IT and business process outsourcing, supply and distribution agreements and a range of other contractual matters.

Chris McLeod
Chris McLeod
Partner, Elkington & Fife
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Chris McLeod

Partner, Elkington & Fife

Chris McLeod is a registered trade mark attorney and an authorised representative at OHIM, with over 25 years’ experience in the field of trade marks, designs and copyright.  He was the president of ITMA, the UK Institute of Trade Mark Attorneys, and has been active in ITMA for over 15 years.  He has extensive experience of managing large trade mark and registered design portfolios in many sectors, including fashion, sports, healthcare, publishing, foodstuffs and beverages and has represented numerous charity clients on a pro bono basis.  Chris is a regular conference speaker on IP issues and a frequent press, radio and TV commentator on trade marks and related matters.

 

Venue

Farrer & Co

66 Lincoln's Inn Fields
London
WC2A 3LH

w: www.farrer.co.uk

t: 44 (0)20 3375 7000

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