IP Services Programme 300 Series

IP301 Tailoring IP Valuation to Inform IP Backed Loan Decisions (for banking Industry) [open for registration]

22 May 2026

1.5 hr

This seminar is set in the context of Hong Kong’s Intellectual Property (IP) financing initiative. It will illustrate how well-scoped IP valuations, aligned with recognized standards and guidelines, can support sustainable IP-backed financing. Practical case studies will be used to demonstrate how the characteristics of IP influence valuation outcomes and how these can be effectively communicated in valuation reports. The seminar will also highlight issues specific to financing, examine both effective and ineffective applications of valuation methodologies, and show how valuation reports can be tailored to meet the requirements of banks.

Course Format: Live-streamed and physical mode

CPD:

1 Hour; The Hong Kong Institute of Bankers CPD/SFCCPT/PWMAOPT

Course Contents

22 May 2026 (Fri)

16:00-17:30

Key Topics:

  • Overview of IP valuation standards and financing issues

  • Aligning valuation scope with debt financing

  • Effective vs ineffective applications of valuation methodologies

  • Tailoring valuation reports for banks

  • Case studies: IP characteristics and value reporting

Speaker: Mr. Tim Heberden (Managing Principal – Valuations, QANTM Valuations) &

Mr. Jack Shan (Managing Principal, QANTM Valuations)

Target Audience

Bank managers and executives in charge of credit approval and risk management, compliance, and sustainable finance; Graduate trainees and management trainees in corporate banking or risk management roles; Student Members planning to pursue careers in intellectual property valuation or corporate finance

Course Structure

1.5 hours

Course Format

Live-streamed and physical mode

Language

English

Fee

Registration

Priority in registration for the course will be given to enterprise which joined the “IP Manager Scheme PLUS”.

CPD

1 Hour; The Hong Kong Institute of Bankers CPD (Include non-core AAMLP and CAMLP)/ SFC CPT/ PWMA OPT

Participants are reminded that attendance at all sessions and days of a CPD course of one or more days in duration is necessary in order to obtain CPD points. No CPD points will be awarded for partial attendance.

Note: This course is organised by The Hong Kong Institute of Bankers and Intellectual Property Department. No training certificate will be issued.

Enquiry Hotline: (852) 2153 7800