Welcome to the latest edition of the IAM Strategy 300 – The World’s Leading IP Strategists, the unique annual listing of individuals with an established track record in developing and rolling out world-class IP value creation programmes. There is no other publication like the IAM Strategy 300 – primarily because there is nothing else out there like Intellectual Asset Management (IAM). We remain the only media platform whose primary focus is on intellectual property as a business asset.
We believe that intellectual property can and should be used to increase bottom-line returns and enhance shareholder value by, among other things, securing freedom to operate, facilitating collaborations and generating revenues. We also believe that none of this is possible without considerable input from people who have a deep understanding of the ways in which intellectual property can most effectively be put to work: world-class IP strategists.
Since it was first published, the IAM Strategy 300 has identified individuals who offer toptier services relating to the development and implementation of strategies which enable IP owners to maximise the value of their rights portfolios. Previously, we have only included thirdparty advisers in our research; but this year we decided to make a major change. For the first time ever, we extended our research to include in-house corporate IP professionals – the people working on the front lines of IP value creation. In this way we hope and expect the IAM Strategy 300 to become an even more invaluable reference point. It is certainly a much bigger one! Whether they work inside IP-owning entities or as third-party advisers, world-class IP strategists do not see intellectual property from just one perspective; instead, they view it in the round. It is this 360-degree perspective on how IP management and value creation should align with overall business strategy that makes them stand out from the crowd.
To build the final list of people included in this publication, we undertook an extensive research process. It lasted for approximately five months and involved inviting members of the global IP community to submit nominations, as well as hundreds of face-to-face and telephone interviews. These were conducted by a research team based in IAM’s Washington DC, London and Hong Kong offices.
Based on our initial research, we put together a long-list of people who had each received a minimum of three nominations from outside their day-to-day workplaces. These individuals were all asked to provide further information about their work, as well as referees whom we could consult. Using all of this material and our own further fact finding, we made the final call as to who should be listed in this year’s IAM Strategy 300. The results can found on the following pages.
All individuals who made the final list, and who stated that they wished to be included, are featured in this publication. Although it is not possible to buy a place in the IAM Strategy 300, everyone was offered the opportunity to take out an enhanced biography: service providers for a fee, operating company executives on a complimentary basis. All enhanced entries have been edited into IAM house style – the content of the biographies, however, has been supplied by the individuals concerned.
Of course, in the end the IAM Strategy 300 is the result of subjective decisions made by the IAM research team based on information that we have garnered from a variety of sources. It would be wrong for us to say that we have produced the definitive listing of world-class IP strategists; instead, what we can say with confidence is that everyone who we have named merits inclusion. However, if you think that we have got something wrong, please let us know. We want next year’s edition to be even better than this year’s and all thoughtful input will help us in that task.
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Executive Director - Capstone Advisory Group LLC
Michael J Dansky, executive director in charge of Capstone’s Boston office and national leader of Capstone’s IP services practice, has nearly 30 years’ experience in IP strategy, valuation, transactions and dispute resolution. Throughout his career, he has successfully developed strategies to maximise the value of assets and has executed transactions to monetise these assets worldwide. He has assessed, valued, commercialised, licensed and sold IP portfolios in a wide range of industries and in many technical disciplines. He has significant experience with patents, copyright, know-how and trade secrets, as well as accounting, finance and transaction-related matters. He has also ...
Principal - Gowling Lafleur Henderson LLP
Dan Polonenko is a principal and patent agent in Gowlings’ Calgary office. He is a registered patent agent in both Canada and the United States. His practice focuses on patent drafting and prosecution in the fields of life sciences, biotechnology, health, medical devices, agriculture, forestry, environmental technologies, process engineering and mechanical inventions. Additionally, Dr Polonenko provides business-focused strategic IP services to support corporate discovery, assessment, acquisition and commercialisation of new technologies. Dr Polonenko is the national chair of Gowlings’ institutional initiatives group and a member of Gowlings’ chemistry group, life science ...
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