Experience
Representative Work
Strategic IP Portfolio Management and Commercial Transactions
- Serve as lead IP counsel to a Hong Kong-based consumer foods and condiments group, overseeing the protection, maintenance and enforcement of a global trademark portfolio comprising more than 1,600 trademark records across over 100 jurisdictions. Regularly advise on portfolio management, brand protection and enforcement strategies, anti-counterfeiting initiatives, licensing arrangements and expansion into key markets worldwide.
- Serve as lead IP counsel for a U.S.-based luxury diamond company owned by a Hong Kong conglomerate, maintaining its global trademark portfolio across more than 50 jurisdictions since 2016; conducted extensive trademark searches and filed applications for a new sub-brand and house logo in multiple jurisdictions, and provided patent filing strategies for an affiliate across several Asian jurisdictions.
- Represented a long-term industrialist investor in a substantial equity investment transaction, leading a funding round that raised US$310 million and advising on corporate and IP due diligence for licensed patent portfolios.
- Represented a global company that designs, develops, manufactures, and markets medical devices for the treatment of vascular diseases in restructuring its global trademark and patent portfolios.
- Advised the largest electronics and electrical equipment company ranked by the Fortune 500 on the transfer and license-back of a large number of wholly and jointly owned patents and know-how in connection with the divestiture of its embedded computing and power business.
- Counseled a U.S. provider of advanced wound care products on technology licensing arrangements and regulatory issues in China relating to a US$4 million acquisition of a privately held wound care company with proprietary technologies and products.
- Advised a leading U.S. designer and manufacturer of innovative consumer electronic products on the potential acquisition of a worldwide trademark portfolio from a competing brand.
- Performed IP due diligence for a private equity fund's investment in a pioneer manufacturer of silicon power batteries and advised on IP issues in the ensuing acquisition.
- Represented an innovative international educational software company in drafting, reviewing, and negotiating term sheets, reseller agreements, partner agreements, and software license agreements with Chinese parties for the sale and distribution of software-as-a-service offerings to end users in China.
- Counseled a high-end lifestyle Chinese restaurant chain based in Hong Kong on its global franchising activities, including preparing franchise agreements, trademark license agreements, and consulting agreements, and conducting trademark clearance searches and filing trademark applications across Asia, the Middle East, and North America.
- Developed branding strategies for the Asia rollout of a new brand name, slogan, and logo design for a renowned traditional Chinese medical practitioner and his nutritional food company, including maintenance of a trademark portfolio across multiple jurisdictions in Asia Pacific.
- Represented a prominent Hong Kong-based distributor of premium craft beverages in the acquisition of a brewing facility in Hong Kong to enhance production capacity.
- Advised multinational companies listed or to be listed on the Hong Kong Stock Exchange on IP-related issues.
Brand Protection, Enforcement and IP Disputes
- Represented the world's largest integrated non-profit medical group in trademark infringement and anti-unfair competition actions before the People's Court in China, and in a civil action in Hong Kong restraining a shadow company from using objectionable Chinese and English company names; regularly advise and represent the client on copyright and trademark infringement matters in Hong Kong and Mainland China.
- Represented the world's largest private nonprofit educational testing and assessment organization in disputes with a former distributor and trademark licensee and its franchisees arising from breach of a distribution agreement and trademark license agreement, as well as trademark and copyright infringement.
- Counseled a European manufacturer of luxury garments in trademark infringement proceedings before the People's Court in China, including successfully obtaining a pre-action asset and evidence preservation order against the infringer.
- Advised one of the largest conglomerate and Fortune 500 companies on trademark infringement, passing off, and theft of trade secrets issues in Hong Kong and China; represented them in company name and domain name disputes.
- Advised a U.S. manufacturer of personal and oral health care products on gray goods and counterfeiting issues in China; represented them in disputes with current and former distributors; and counseled them on trademark licensing issues.
- Advised a global leader in semiconductor solutions on the protection and enforcement of proprietary technology, confidential information and trade secrets.
- Regularly represent the world's largest travel luggage company in company name complaints and striking-off actions against shadow companies in Hong Kong.
- Regularly act for multinational clients in anti-counterfeiting actions, trademark opposition proceedings, invalidation and cancellation actions, and ICANN and CNNIC domain name disputes.
- Assisted a well-established early learning education center in Hong Kong in defending a trademark opposition in Hong Kong.
- Represented a Hong Kong pharmaceutical consulting company in defending an application for an interlocutory injunction in Hong Kong in which the plaintiff sought to restrain the client from selling certain drugs for weight management.
Commercial Disputes, Investigations and Regulatory Matters
- Regularly advise China’s largest financial asset management company and other clients in financial dispute cases, including formulating litigation strategies, pursuing civil actions in Hong Kong and other jurisdictions, advising on enforcement of judgments or securities, addressing compliance issues, providing guidance on insolvency and bankruptcy proceedings, and assisting with the write-off of cases.
- Represented former executive and non-executive directors of Hong Kong-listed companies during regulatory investigations conducted by various regulatory and enforcement authorities, including the Securities and Futures Commission (SFC), and defended related actions.
- Regularly provide counsel to local and multinational clients in cross-border and international commercial fraud cases, including seeking freezing orders against defendants' bank accounts and obtaining discovery orders against bank accounts for the purpose of tracing and recovering assets in Hong Kong, the U.S., the U.K., and other jurisdictions.
- Advise local and international clients on judgment enforcement, debt recovery and asset realization strategies, including tracing and recovery of assets and enforcement proceedings in Hong Kong and other jurisdictions.
Employment, Compliance and Data Privacy
- Prepared and conducted anti-bribery, anti-corruption and compliance training programs for the Hong Kong and China operations of multinational corporations.
- Regularly advise multinational and local clients on employment, compliance, data privacy and cybersecurity matters in Hong Kong, including cross-border data transfers, data security incidents and data breach response.
- Counsel clients on the protection of confidential information and trade secrets, including developing trade secret protection programs, employee onboarding and departure procedures, confidentiality safeguards and training programs.
- Conduct training for management and employees on intellectual property protection, trade secret management, confidentiality obligations, anti-bribery and compliance best practices.
- Advise and represent clients in relation to employment-related disputes, employee departures, restrictive covenants and protection of confidential information and trade secrets.

