I am an intangible asset strategist, risk specialist, researcher, trainer, author, and speaker…I am among a niche of national practitioners whose (client) services, blog, publications, books, and research are produced, almost exclusively, through an intangible asset lens.
Communicate Elevate Interest-Awareness Collaborate Lead
NOTE: Most respectfully, I offer no apologies for the length of this ‘about’ section. I believe, those interested in engaging me are familiar with relevant professional initiatives I have undertaken, their rationale, and outcomes, i.e., ‘where attention span, intangible assets, and solutions converge’. It is for these reasons…
Clients whom I serve…seminar attendees to whom I speak, colleagues whom I collaborate, and practitioners I have lead describe me, my work, and engagement demeanor as ethical, collaborative, and focused which manifest as strong personal-professional commitments to respectfully and collaboratively guide-lead clients and businesses to…
- identify, unravel, develop, assess, and exploit their intangible assets’ for value, competitive advantage, and sources of revenue, sustainability, reputation, and brand.
- sustain control, use, ownership, and monitor key assets’ value, materiality, and competitive advantages throughout their respective life, value, and materiality cycles.
- distinguish, assess, and mitigate risks to and safeguard the key intangible assets in play, i.e., business transactions, R&D, new product entry, and other initiatives business elect to undertake to compete in today’s go fast, go hard, go global, and always on operating environments.
I lead a ‘learning consultancy’ (kpstrat) that embody the principles of…being continuously engaged in and applying relevant ‘self-learning’, to advance the quality, expertise, and range of (client) deliverables, and integrate same to benefit each circumstance a client’s intangible assets are in play – at risk, by…
- bringing operational clarity-familiarity to client’s IA’s as objective foundations – contributors to businesses value, sources of revenue, competitiveness, and sustainability.
- assessing -measuring performance, materiality, and mitigating risk to businesses intangible assets.
- demonstrating how intangible asset development, conversion, risk mitigation, and exploitation can mesh to compliment – advance each clients’ capability for generating new sources of revenue, competitive advantage, elevate business value and reputation, contribute to sustainability, and create business resilience.
- ensuring relevant issues are brought to client’s attention with sufficient clarity to make informed and prudent decisions with respect to all things intangible!
I receive personal – professional satisfaction from…working with intangible asset intensive – dependent businesses, and their management teams, irrespective of sector, size, or revenue. Satisfaction emerges largely from the receptivity and speed which entrepreneurially focused visionaries’ attention is drawn to fiduciary responsibilities affecting the intangible asset-side of their business.
Personal-professional characteristics, I believe, contribute to positive client engagements and outcomes…
1. inquisitively current on matters related to business’s intangible assets.
2. recognizing the various circumstances intangible assets can be in play and/or at risk.
3. articulate all things intangible informatively, learnedly, and respectfully.
4. bring clarity to how, when, and the various circumstances intangible assets are acquired, developed, mature, and ultimately embed in business processes and products as lucrative and competitive intellectual, structural, and relationship capital.
5. demonstrate viable strategies for leveraging-converting intangible assets to sources of revenue, value, competitive advantage, reputation, and brand.
6. unravel the origins, contributory role – value, and assess the status of key intangible assets, i.e., stability, fragility, materiality, competitive advantages, and contributory role and value (to a specific process, project, or transaction
Attached to this site are numerous excerpts of recorded (video) interviews extracted from media appearances and journalistic initiatives.
Research Projects Independently Undertaken (examples)…
1. State-corporate sponsored economic espionage – competitive business intelligence operations directed toward corporate – university R&D.
2. Public Radio large market stations with sufficient resources to produce programming to distinguish and exploit contributing IA’s for value, competitiveness, listener expansion, and fund-raising contexts.
3. Insider Theft Project coordinator, conducted in conjunction with DoD’s Personnel Security Research Center and ASIS International’s Information Asset Protection Council, which I chaired.
4. Uniform Franchise Operating Contracts, to compare-contrast content for distinctive practices, information designated as proprietary – trade secret.
5. Competitive-business intelligence operation methodologies and speed of targeting – interaction with early stage companies – research-based startups.
6. Pre-post business transaction due diligence, i.e., developed methodologies for determining, measuring, monitoring, and sustaining IA’s contributory role-value.
7. Islamic (Sharia) (intellectual property) law interpretations – application.
8. ‘Stolen Valor’ (false claims of military awards, Vietnam War era) in conjunction with ‘It’s Time We Ask’ project.
9. Organizational resilience and risk tolerance related to companies’ IA’s.
10. Technology transfer and IA’s, primarily (university) research based startups.
11. Venture capital – investor forums; advising research-based startup teams for Q&A from venture capital-investors related to their IA’s and primary IP position.
12. Corporate-university research liaison services designed to sustain control, use, ownership, and value of IA’s.
I Served As A Principle Research Investigator…to the national ‘Trends In Proprietary Information Loss’ Survey for U.S. headquartered companies. I and three colleagues designed and wrote areas of inquiry for this survey co-sponsored by the American Society for Industrial Security International Foundation, and the Office of the National Counterintelligence Executive. The Survey’s findings…
- provided substantive insights for strategic responses to globally asymmetric risks to proprietary IA’s (and IP).
- were incorporated into ONCIX’ ‘Annual Report to the President on Economic Espionage’ and routinely sited – referenced by the executive and legislative branches respectively, national media, and leadership of U.S. headquartered companies as markers for strategic action.
Client Briefing Papers…I have independently – experientially written – published papers on a range of issues-topics, some produced at the behest of clients to bring (operational) clarity, context, and solution strategies for specific circumstances intangible assets are in play, i.e., transactions, pre-post due diligence, and risk, e.g.,
- Enterprise Risk Management
- Organizational Resilience
- Market Entry Planning, Monitoring, and Due Diligence for IA’s
- Intangible Asset Pre-Post Transaction Due Diligence
- Investing in intangible asset intensive – dependent enterprises, i.e., R&D, early stage companies, and research-based startups, etc.
Published papers (examples)…
1. Safeguarding Proprietary Information: The Worldwide Competitor and Economic Intelligence Phenomenon (Published in Cyber Strategies: Vol. 2, No.2, Summer, 2000)
2. IP Due Diligence for Venture Capital and Angel Investors: Don’t Buy Unnecessary Risk! (Triangle Tech Journal, January 2005)
3. Off-Shoring Intellectual Capital: Is History Repeating Itself? Are There Lessons Learned From Y2k? (Memphis Business Journal, February 2004).
4. It’s The Information Stupid! (Protection of Assets, August – September 2001).
5. Moberly, M. D., & Cheon, J. (2009). Use intangible assets to weather the financial crisis. Intellectual Asset Management Magazine, 33. 14-18.
6. Moberly, M. D., & Cheon, J. (2011). Enterprise Security. Intellectual Asset Management Magazine, 45, 66-72.
7. Moberly, Michael D. (2013) Intangible Assets: Safeguarding What Really Matters to Companies. Intellectual Asset Management (UK)
8. Moberly, Michael D. (2010) Enterprise Security. Intellectual Asset Management (UK)
- ‘Safeguarding Intangible Assets’ Elsevier, July 2014 – This book represents the initial treatise on businesses’ expanding fiduciary responsibilities to ‘sustain control, use, ownership, and monitor the contributory value, materiality, and risk’ to their intangible assets.
- ‘On-Boarding for University Technology Transfer’ (a principal contributor) published in series by Business Valuation Resources, Portland, OR – I lead-collaborated with a team of experts in researching and writing a comprehensive paper that serves as an ‘on-boarding’ primer (book) targeting university-based research communities engaged in technology transfer.
- I am currently in latter stage of completing a new book which focuses on business-company-institution operational obligations and demonstrated strategies to identify, develop, monetize, commercialize, and safeguard their IA’s for positive returns and competitive advantages and their conversion to value, competitive advantage, sources of revenue.
I Have Conducted 70+ Presentations, Seminars, Keynotes, Webinars, Proprietary Advisories – Briefings, and Media Appearances…nationally – internationally for companies, professional associations, government entities, research universities, and private (business-security) groups wherein my professional counsel and discreet demeanor have provided entrée for developing diverse relationships and acquiring operational insights to circumstances in which knowledge, respectful inquiry, practical experience, ethics, and trust are requisite attributes. Examples include…
- National Public Radio – Morning Marketplace Program
- European Information Asset Protection Conference – London, UK
- CNBC Investing – MSN Money (live interview)
- CNN’s evening news program.
- Society of Certified Public Accountants, Memphis, TN
- Shanghai, China (U.S., U.K., and Chinese owned firms)
- Naval Post Graduate School, National Security Affairs Department, Monterey, CA
- Oxford University – Invited podcast speaker to EU Intangible Asset Organization. Topic: Safeguarding Intangible Assets.
- Foreign Military Studies Office, Ft. Leavenworth, KS – Topic: Economic espionage.
- National Academy of Sciences, Government-University-Industry Research Roundtable (Washington, D.C.)
- Federal Bureau of Investigation, headquarters, Washington. D.C., Invited by SAIC National Security Division
- George Washington University Graduate School, Washington, DC (three-time invited guest lecturer)
- National Classification Management Society, Huntsville, AL
- HQ’s, Army Research Laboratory, Adelphi, MD
- Center for the Study of American Business (Washington University at St. Louis)
- University of Illinois-Chicago, Office of International Criminal Justice
- Chicago Bar Association, Intellectual Property Section
- American Society of Quality, Memphis, TN
- OPSEC Professionals Society – (two-time invited speaker and keynote)
- FBI InfraGard – Nashville, TN and Memphis, TN Chapters
- Academy of Criminal Justice Sciences, Orlando, FL
- U.S. Department of State, Director and Deputy Director, Overseas Security Advisory Council. Washington. DC:
- Deloitte & Touche, Managing Director, IP Management Group, Chicago, IL
- Also, I have been invited to engage in – conduct numerous one-on-one briefings-discussions with various echelons of corporations and federal agencies regarding my independently conducted research, its findings-revelations and relevance to private and public sectors.
- In addition to the above, Mr. Moberly has been invited to make numerous other presentations to agriculture, chemical engineering, accounting, business, and economic faculty researchers, scientists, and research administrators at multiple universities, and private ‘think tanks’.
Service contributions to professional associations…respectfully, my colleagues frequently describe me as a ‘thought leader’ insofar as developing professional (trust-based) relationships with national and international firms, their executives, and security – asset protection practitioners, which in several instances lead to being nominated to hold-serve various appointments to professional association leadership, e.g.,
- Intangible Asset Finance Society
• Chair, Program Development and Global Outreach – my responsibilities included elevating global awareness for Society initiatives.
• Secured global subject matter experts to headline monthly 60 minute telephonic – interactive seminars produced for Society membership.
• These monthly seminars contributed to the Society’s website going from 100+ monthly visitors to consistently 100k+ unique monthly visitors which translated as measurable global awareness, interest, and participation in intangible asset initiatives.
- American Society for Industrial Security International (where I served as)
- Convergence Task Force – Advisor-Member (invited)
- Chair, Information Asset Protection Council
- Education Symposia (Invited participant and group facilitator for six consecutive years.)
- Chair, Academic Programs Council
- Seminar (2-day) program co-chair, ‘Y2k Security Seminar’ (Washington, DC)
- Information Security Task Force (Body of Knowledge) invited member. ASIS International
- Seminar (2-day) program chair – ‘Information Asset Protection’ (Denver, CO)
- Voted by colleagues and superiors as ASIS Internationals’ Council Chairperson of the year for 2013.
- My submission proposals were selected 7+ times for ASIS-International’s Annual Seminar & Exhibits (world’s largest security products-education venue)
Chair of ASIS Internationals’ Information Asset Protection Council
During my tenure as Council Chair, I and colleagues lead a successful effort to re-focus our collective expertise and re-articulated our global educational mission to…
- institute monthly (60 minute) ‘global guest and subject matter expert conference call training’ for Council members and 150+ ‘friends/colleagues of the Council’
- reflect the materialization of risks-threats not solely as severe IT breaches, rather as systemic events with probable adverse effects to organization’s portfolio of IA’s.
- reflect the economic fact that 80+% of most company’s value, sources of revenue, and wealth creation lie in IA’s which include intellectual properties
- re-frame the conventional (scope limiting) terminology conveyed by information security to the broader and more relevant information asset protection identifier.
- recognize the value of information (intangible) assets can fluctuate, therefore flexible-maneuverable safeguards should be applied to monitor and sustain control, use, value, and ownership of IA’s throughout their economic, contributory, and functionality-materiality cycles, not necessarily for the lifetime of the company, as is the case with some IP registrations.
- re-frame application of (information asset) safeguards away from conventional IP legal enforcements, i.e., patents, etc., to strategic business decisions and fiduciary responsibilities.
- address market entry planning with organization’s proprietary intangible assets as distinguishable transactions that warrant risk assessment and pre-post due diligence.
Other professional experiences include…service in the U.S. Army (173d Airborne Brigade, Vietnam War, 1969), federal and state corrections, a 20+ year career in academia, primarily at Southern Illinois University, from which I acquired domestic and international credentials and experiences, a strong work-research regimen, business engagement prowess, and communication skills.
- I hold BA and MPA degrees from Indiana University along with hours toward a doctoral degree in political science earned from Southern Illinois University.
Throughout my tenure in academia…I was engaged in aggressive paths of research, publishing, teaching, conducting national presentations, and consulting, all variously related to the field of ‘security studies’ with special emphasis on corporate and university R&D, economic espionage, and identifying, safeguarding, monitoring, and leveraging value, revenue, and competitive advantages produced by IA’s.
Michael D. Moberly St. Louis email@example.com ‘The Intangible Asset Blog’ since May 2006.
Readers are invited to explore 600+ other blog posts, papers, and books I have published at https://kpstrat.com/blog