POST EVENT REPORT

GLOBAL IP EXCHANGE 2016

“The Best Ever!” TRW Automotive GmbH

“Great event, with a strong collection of senior level, decision making delegates.”

www.GlobalIPExchange.com

44 (0) 207 368 9484 | [email protected] CONTENTS

The event in numbers 3

Key attendance statistics 4

Delegate investment priorities 5

2016 Global IP Exchange session highlights: 6 EPO, Philips, Technicolor, Virgin & IBM

What did your peers really think? 8 The 2016 speaker panel 9

With thanks to our partners 10

How to get involved in a future 11 Exchange meeting

www.GlobalIPExchange.com

44 (0) 207 368 9484 | [email protected] 3 THE GLOBAL IP EXCHANGE IN STATS

Germany 19.13% 96% of delegates 14 hours of with a personal annual dedicated networking budget of £500,000+

UK & Ireland 15.65% Other 13.04%

79% 100% of attendees of delegates had global ranked the speakers as 12.17% 9.57% responsibility Excellent, Very Good or Good

France 8.70% The 6.09% 95% of attendees 363 one-to-one were Head of the IP/ Patent/ meetings took place Trademark / Brand Protection function

Sweden 5.22% Italy 4.35%

6 sponsored interactive 33 sponsored BrainWeave sessions meeting packages 3.48% 2.61% SOLD OUT! SOLD OUT! www.GlobalIPExchange.com

44 (0) 207 368 9484 | [email protected] 4 THE GLOBAL IP EXCHANGE IN STATS DELEGATE INDUSTRY FUNCTIONAL RESPONSIBILITY OF DELEGATES Software, IT & Robotic Technology 13.04%

Construction, Manufacturing & 7.83% Transportation

Energy, Oil & Gas 7.83%

FMCG & Food 6.96%

Electronics 6.96% Across All IP 65.54% Trademark, Brand 11.3% Biotechnology 6.09% Disciplines Protection, Patents 21.47% Anti-Counterfeiting Engineering 6.09% Patent, Licensing, 19.21% Licensing & 9.04% Litigation Monetization Telecommunications 6.09% Innovation 1.13%

Pharmaceuticals 5.22% REGIONAL RESPONSIBILITY Aerospace, Automotive & Defence 4.35%

Retail & Fashion 4.35%

Chemicals 4.35%

Healthcare 3.48% Global Europe + UK and Ireland 79% the USA 3% Semiconductors 3.48% 11%

E-commerce & Entertainment 3.48%

Gaming 2.61%

Other 6.96% Germany or Asia Pacific Other DACH region 1% 4% 2% www.GlobalIPExchange.com

44 (0) 207 368 9484 | [email protected] 5 WHAT ARE THE DELEGATES PLANNING TO INVEST IN DURING 2016 - 2017?

As the Heads of IP, Patent, Trademark, Licensing and Brand Protection confirmed their place at the meeting, we surveyed them to discover what their key challenges and projects are for the upcoming six to 12 months, plus what solutions and services they are planning to invest in to help them overcome their challenges and meet their goals.

IP Strategy & Innovation Consultants 61.86%

Law Firm Advisory 60.17%

Licensing Services 57.63%

Patent Litigation 48.31%

Valuation Services 48.31%

Literature & Prior Art Search 46.61% Patent Portfolio Management Tools Recruitment & Talent Management 41.53% 44.92% IP Due Diligence 39.83% Monetization Consultants 42.37% Patent Renewals Management 36.44% Competitive Research and Analysis 42.37% IP Investigations 30.51%

Patent Drafting & Filing 41.53% Trademark Litigation 29.66%

* Delegates could select more than one investment area. www.GlobalIPExchange.com

44 (0) 207 368 9484 | [email protected] 6 2016 GLOBAL IP EXCHANGE SESSION HIGHLIGHTS

Licensing Strategy: Getting the Commercial Side of IP Right Charlie Everitt, IP Director, Virgin Group and Steve Joroff, Director of Asia Pacific IP Licensing, IBM Corporation

One of the topics covered was what to look for in a new partner, covering areas such as: ▶ Economics: royalties; scale; funding ▶ Customer and people experience ▶ Purpose ▶ Environment and communities: ethical procurement ▶ Differentiated experience Click on the video to watch the full session from Charlie and Steve

Mitigating Risk - Strategies for Managing the Risks Identified in Due Diligence, Freedom to Operate and IP Commercialisation Lucy Johnson, Chief of Staff / Practice Group Leader – Patents, Murgitroyd, Ronald S. Courtney, Head of Patents, Senior Licensing Counsel, Siemens AG and JoAnna Emery, IP Manager, Williams (F1)

Led by Murgitroyd’s Practice Group Leader, Lucy Johnson, our panelists from Siemens and Williams (F1) focused on IP risk from third parties and how best to manage a company’s exposure. The panel discussed best strategies and approaches to adopt to protect your IP, including: ▶ Identifying areas of third party risk in IP management ▶ Strategies for due diligence, freedom to operate and commercialisation ▶ Approaches for minimising risk in investigating and reporting Click on the video to watch the full panel session

Creating a Global Leading Brand Licensing Portfolio Manuele Wahl, SVP IP & Licensing, Technicolor

One of the topics Manuele spoke on is what to look for in a new partner, covering areas such as: ▶ Generate value from legacy brands by full alignment ▶ A structure for the licensing business is key ▶ Process for new product introduction ▶ A constant adaption to trends ▶ A favourable internal licensing environment ▶ A successful licensing business Click on the video to watch Manuele’s full presentation www.GlobalIPExchange.com

44 (0) 207 368 9484 | [email protected] 7 2016 GLOBAL IP EXCHANGE SESSION HIGHLIGHTS

eCommerce and IP: Overcoming the Challenges and Embracing the Opportunities Caroline Perriard, Senior Legal Counsel – Digital / E-Commerce, Nestlé Legal Neil Boyd, Senior European Counsel, IP Enforcement, Nintendo

Topics Caroline and Neil discussed in this timely panel discussion included: ▶ Authorising retailers for use online, especially what kind of license you should give in various circumstances ▶ How to proactively leverage sites for sales, what role the IP department plays and how to do this in practice ▶ Challenges facing rights holders through e-commerce and B2C distribution from China – Neil shared top tips on strategies to combat piracy/counterfeits distributed in this way Click on the video to watch the panel discussion

How Economics Can Help to Monetize and Defend Your IP Dr Helen Jenkins, Partner and Peter Hope, Partner, Oxera

Taking a practical and technical approach to helping IP directors monetize and protect their IP, Helen and Peter discussed: ▶ How to help IP leaders discover the value of their IP and how market conditions might evolve ▶ How to find out if an IP infringement has led to damage and other factors affecting value ▶ Market scenarios to show how cash-flow forecasting is used ▶ What factors affect price and deal structure negotiations Click on the video to watch Helen and Peter’s presentation

UPC and the Unitary Patent Update: Interactive Discussion Michael Fröhlich, Director European and International Legal Affairs, PCT, European Patent Office

Michael Frohlich gave a keynote presentation on the latest developments with the UPC and Unitary Patent and followed this with a practical breakout discussion for those delegates who were keen to put their queries forward. Questions discussed during the interactive roundtable session ▶ True TOP-4 – An attractive proposal for business? ▶ Is there a possibility for national validations after a late rejection of a request for a unitary patent? ▶ Double protection – A necessary evil? ▶ Unitary SPCs – Superfluous or real need? ▶ What are the implications of the rules on the court fees and recoverable costs on your budget and your decision whether to opt-out or not? ▶ Bifurcation and availability of injunctions in the UPC – Old hats or still a source for legitimate concern? www.GlobalIPExchange.com

44 (0) 207 368 9484 | [email protected] 8 ATTENDEE TESTIMONIALS FROM 2016

“The 2016 Global IP Exchange was a great event: “I have much appreciated the friendly attitude of fantastic networking opportunities, interesting colleagues, all open to share ideas, and also the very speakers and discussion topics, and a great set of good organization of seminars, round tables and One- service providers. Definitely one to come to again.” to-One meeting spanning different interesting topics.” – Datalogic IP Tech Srl, – SwiftKey, Head of IP EMEA and APAC IP Portfolio Manager

“Excellent as always. A great way of interacting with “An awesome experience where we have been able peers and selected suppliers. Provided me with to share and discuss the different approaches to the greater insight into the UPC and Unified Patent, as IP challenges in various point of views, especially in a well as insight into managing online IP.” business point of view.” – Promethean, Head of Intellectual Property – Fluidra, IP and Innovation Manager

“A unique opportunity to meet my peers in diverse “Very good mix of people, with interestingly same alignment on future IP strategy.” fields, learn some tips not directly related to my work, – Ericsson, Senior Manager - Patent Assertion and unusually be able to talk at length with patent attorneys without being billed for their time (!)” “A useful event and forum to freely exchange ideas on – Aquatron Robotic Technology, IP Manager, R&D important IP related issues.” – ARM Limited, Principal Trademark Counsel “The 2016 Exchange provided an excellent opportunity to hear about other companies’ “Very interesting! Good combination of service challenges and solutions and meet efficiently and provider and employees who handle patents in their informally with tool/solution vendors.” company.” – Getzner Werkstoffe Gmbh, Head of – Vodafone, IPR Consultant Innovation Management, Process Design and R&D

“It was an exciting and informative conference, with “Efficient way of networking and screening service many opportunities to network.” providers combined with sessions with high – Maldjian Law Group LLC, Managing Partner professional level.” – Ambu A/S, IP Manager

“Very well organised and excellent opportunities for “Very informative and a great networking opportunity networking.” to hear issues others are facing.” “Focused meetings where you can understand and – Williams Grand Prix Engineering Ltd, IP Manager discuss the key issues exercising in-house counsel in relation to their business.” “Excellent! Very interesting forum to exchange – HGF Law LLP, Partner experiences, impressions and learn from others.” – Fluidra, IP Manager “An enjoyable and well-organised event.” – Oxera Consulting LLP, Partner

“I found the format and balance between networking “It is an amazing event for people to network.” and presentations refreshing. The overall subject “This is in my view the most efficient way to get to know matter for presentations and roundtables was quite the companies who are interested in our professional balanced and aimed at the right level for attendees. “ service.” – Nintendo of Europe GmbH, Senior Counsel – China PAT Intellectual Property Office, Partner www.GlobalIPExchange.com “44 (0) 207 368 9484 | [email protected] ” 9 MANY THANKS TO OUR FANTASTIC 2016 SPEAKER PANEL

Brian Hinman Lucy Johnson Chief Intellectual Claudia Tapia Garcia Chief of Staff / Practice Group Property Officer Director IPR Policy Leader –Patents Royal Philips European Patent Office Murgitroyd

Morten Rosted Paul Wilmshurst Jean-Marc Brunel Head of IP Principal Head of IP, CIPO Lundbeck CRA Snecma

Bobby Mukherjee David Yurkerwich Anders Sundelin Chief Counsel, Senior Consultant SVP Group Director IP IP & Technology Law CRA Strategy & Portfolio BAE Systems Volvo Group Mark Halligan Steve Joroff Partner Doris Spielthenner Director of Asia Pacific IP FisherBroyles, LLP CEO Licensing Ambercite IBM Corporation Julian Potter Partner Helen Jenkins Manuele Wahl WP Thompson Partner SVP Technology Oxera & Trademark Licensing Steve Preston Technicolor SVP of Marketing Peter Hope Anaqua Partner Ronald S. Courtney Oxera Head of Patents, Senior Licensing Counsel Holger Ernst Ian Lewis Siemens AG Professor of Business IP Underwriter Administration Tokio Marine Kiln Caroline Perriard WHU Senior Legal Counsel – Digital / E-Commerce David Franklin Paul Higgin Nestlé Legal Global Sales Director IP Director NetNames Swindell & Pearson Ltd Michael Fröhlich Director European and Matthew Dixon International Legal Affairs, Partner Yan Gong PCT HGF Limited Partner European Patent Office China Pat Intellectual Rachel Fetches Property Office Dietmar Pressner Partner Global Vice President HGF Limited Intellectual Property Kevin Day DSM Sheema Khan Regional Manager Patent Agent Nordics & Netherlands Shapiro Cohen MarkMonitor Charlie Everitt IP Director Gordon Freedman Virgin Group Partner Jeffery L. Carter Shapiro Cohen Founding Partner HTS LLC Neil Boyd Senior European Counsel, Joni Sayeler IP Enforcement Co-founder & R&D Director Nintendo Uppdragshuset Jan Willem Goedmakers Head of IP JoAnna Emery Linus Wretblad Stamicarbon IP Manager CEO & Co-founder Williams (F1) Uppdragshuset www.GlobalIPExchange.com

44 (0) 207 368 9484 | [email protected] 10 MANY THANKS TO OUR 2016 SPONSORS AND MEDIA PARTNERS

With Thanks To our Media Partners

www.GlobalIPExchange.com

44 (0) 207 368 9484 | [email protected] 11 JOIN US IN 2017!

The 8th Global IP Exchange will bring together 120 senior IP decision makers plus hand-selected solution providers for 2.5 days of interactive networking and senior level benchmarking. This popular invitation only meeting is open to directors of IP, heads of patent, trademark, brand protection and anti-counterfeiting who want to drive their IP strategy to success.

▶ Discover what strategies and solutions innovative companies are adopting ▶ Develop new business partnerships through a range of interactive networking opportunities ▶ Participate in intimate working groups with senior peers to help overcome common challenges and develop new strategies

With a programme designed to help IP, patent and trademark directors ensure their IP rights are exploited and protected in a way that is consistent with the commercial goals and objectives of the business, attendees will tailor their agenda by selecting case studies, lively panel debates, peer sharing roundtable discussions, interactive BrainWeave sessions and one-on-one business meetings.

The Global IP Exchange has become the ‘must-attend’ event in the IP calendar. Don’t just take our word for it - click below hear from the past delegates and past solution providers.

Hear from past Hear from past delegates sponsors

www.GlobalIPExchange.com

44 (0) 207 368 9484 | [email protected] 12

Date Legal IQ Exchange City

March Germany

April London UK

June , Ireland

June Atlanta, Georgia, USA

October Germany

November Germany

December San Diego

December London, UK

www.GlobalIPExchange.com

44 (0) 207 368 9484 | [email protected]