Methodology
IAM Strategy 300: The World’s Leading IP Strategists identifies the individuals who are leading the way in the development and implementation of strategies that maximise the value of IP portfolios. The guide lists individuals from all kinds of entity – whether service providers, corporations, research institutions or universities.
These world-class IP strategists are primarily identified through confidential nominations made online. However, the extensive research process also involves face-to-face and telephone interviews, as well as email exchanges, with senior members of the global IP community.
No individual can qualify for a listing in the IAM Strategy 300 unless he or she is nominated by at least three people from outside of his or her own organisation. But even this does not guarantee inclusion; instead, only those individuals who further research shows to have exceptional skill sets, as well as profound insights into the development, creation and management of IP value, are featured in the IAM Strategy 300.
Most nominees did not make it through the vetting process; those who did are listed in the following pages. The selection procedure is always strictly applied because our overarching aim is to ensure that only those individuals who possess exceptional skill sets – as well as profound insights into the development, creation and management of IP value – feature in the IAM Strategy 300.
We strive to ensure that the IAM Strategy 300 is as accurate as possible. Our aim is to produce the definitive list of the world’s leading IP strategists. Ultimately, however, what you find within this guide represents the subjective opinion of the IAM research team.
We cannot promise that every IP strategist who deserves to be described as world class has made it into this publication. But we are certain that everyone who is listed deserves to be. However, if you disagree with our opinion, we would like to hear from you. Our guarantee is that we will research your comments extensively, with the aim of improving the list in the future.
All individuals listed in the IAM Strategy 300 were asked to choose from 14 categories when identifying their particular areas of expertise. Some categories are self-contained and self-explanatory; others can be divided into a number of sub-categories. Below (in bold) is a list of the categories available for selection, followed by a non-exhaustive set of sub-categories, as appropriate.
- Brokering – IP sale; IP acquisition
- Defensive patent aggregation
- Finance – venture capital; private equity; patent value funds; merchant banks; corporate finance; venture financing; litigation financing; royalty stream securitisation
- IAM/IC – intellectual asset management; intellectual capital management; directed invention; innovation strategies; technology commercialisation
- IP auctions – open; closed
- IP-backed lending
- IP insurance – defensive; assertion; reputation protection; asset protection
- IP management consultancy – corporate IP spin-outs; managing non-practising entity risk; open innovation; technology partnering; collaboration; joint ventures; portfolio management; IP marketing; technical and market evaluations; outsourcing; IP planning; IP audits; transactions strategies; reverse engineering; patent landscaping and analysis; IP investments; strategic communications; patent ratings
- Legal – litigation; litigation support; infringement evidence collection; designs; patents; trademarks; brands; copyrights; e-commerce; the Internet; patent and trademark prosecution; counselling; expert witness services; IP audits; due diligence; arbitration; insolvency
- Licensing – out-licensing; in-licensing; international licensing; brand extension
- M&A
- Tax – domestic; international; transfer pricing
- Technology transfer – corporate; academic; research institutions
- Valuation – patents; brands; copyrights; trademarks; for transaction purposes
NOTE: Both the general categories and sub-categories are for guidance purposes only. They are not intended to provide definitive information and should not be used as if they do. To get a better understanding of what an individual in the IAM Strategy 300 does, it is strongly recommended that you contact that person directly.
Individuals from operating companies were asked to select the industries in which they are active from the following list:
- Aerospace/automotive
- Banking/financial services
- Biotech
- Chemicals
- Defence
- Electronics
- Energy/fuel
- Engineering/construction
- Materials
- Media
- Medical devices
- Pharmaceuticals/life sciences
- Semiconductors
- Software
- Telecommunications
