Dr. Lu is the founding partner and chief economist of IPMAP, where he specializes in IP valuations, damage estimates and royalty determinations for IP transaction, licensing, litigation, and corporate transactions (including M&A, divestiture, venture capital, equity investment and distressed assets investment). He has delivered numerous valuation reports and opinion letters to clients, including those filed to SEC, IRS, and US Bankruptcy Court. Jack and his firm manage cases and perform research for testifying damage experts on IP infringement cases and various
other cases such as antitrust, breach of contract, investment dispute, and securities fraud.
Before founding IPMAP in the spring of 2014, Jack served as Senior Economist, Director of Economic Analysis, and the Chief Economist at another economic consulting firm, where he conducted economic damage analysis for IP and other commercial litigation, developed two generations of financial distress forecast models for a major turnaround management firm, and operated the financial distress forecast & advisory practice. Prior to that, he worked briefly at a Montreal-based investment consulting firm as an investment analyst, and interned with the American Enterprise Institute (AEI) in Washington DC.
An active researcher with about 30 publications, his earlier researches in financial markets and income distribution were published by the Council on Foreign Relations and Cambridge University Press. His studies in IP economics and valuation have been published by Business Economics, Bloomberg Law, IAM, Law 360 Expert Analysis, KPMG Global Valuation Institute, and les Nouvelles. He has been an expert speaker at various IP forums, and his comments have appeared in CFA Magazine, Bloomberg Law news, IAM Online, IPWatchdog, Licensing Economics Review, and LES Insight. Jack was part of the Executive Committee that started up the Licensing Executives Society (LES).
High Tech Royalty Survey in 2011. He has analyzed the Survey results and authored the economic analysis chapters for the survey reports since then. He currently serves as the Senior Vice President for Economic Analysis and Survey of LES USA & Canada. His most recent research can be found at his Social Science Research Network (SSRN) author page, Google Scholar page, or Research Gate author page.
After receiving his BE in electrical engineering and M.Ph. in technology management, Jack studied economic policy and received his PhD from the University of Texas at Austin. He is a Chartered Financial Analyst (CFA) charter holder and a member of the CFA Institute, LES USA & Canada, and International Association of Privacy Professionals (IAPP). Jack is recognized as one of the IAM 300 - World’s Leading IP Strategists.