Corporate Litigation Forum€¦ · Antitrust Investigations & Litigation: Five “Big” Issues From Inception To Defense › Agreements on price and information sharing between competitors

October 13–15, 2019Four Seasons Hotel Westlake Village Westlake Village, CA

Corporate Litigation Forum

TABLE OF CONTENTS

DEAR PARTICIPANTS,

Welcome to Consero’s Corporate Litigation Forum. We are very excited to have you join us for the next few days, and we look forward to your active involvement in the event ahead.

As an attendee at a Consero Forum, you are part of an exclusive community of leaders. Whether a senior executive or senior management from a solution provider, you were individually selected because of the contributions that you can make on site. The true value of a Consero Forum lies in the collaborative learning that takes place—either during formal presentations and business meetings or informal discussions between sessions and over meals. For this reason, we encourage all of you to participate actively throughout the event and to provide your unique perspectives to enhance the experience of your peers.

We hope that you enjoy your Consero experience, and we encourage you to provide any feedback that may help us deliver more value to our attendees in the future. Thank you for joining us.

Sincerely,

Paul S. MandellFounder and Chief Executive OfficerConsero Group

6Forum Agenda

5Advisory Board

3Welcome

23Solution Providers

39Consero On-Site Team

4 #ConseroLitigation 5

CORPORATE LITIGATION FORUM

October 13–15, 2019

EVENT AT A GLANCE

General SessionsAddress top-of-mind issues in a conversational exchange among industry thought leaders, enabling participants to share lessons, expertise, leadership skills, and practical tools.

KnowledgeBridges™

Engage in advanced dialogue in an informal boardroom-style setting on specific topics that are particularly suited to smaller group discussions.

Business MeetingsMeet with the most innovative service providers in the industry, one-on-one, based on your individual and departmental priorities. Our reputable partners are referred and vetted by your peers.

Networking MealsParticipate in all meals and networking functions hosted on-site by Consero. These intimate gatherings provide countless opportunities to develop lasting business relationships.

ADVISORY BOARD

Tom BowesSenior Corporate Counsel

Precision Drilling

Hannah RogersAssistant General Counsel, Litigation

Principal Financial Group

Calvin SiemerSenior Vice President and Deputy Global General Counsel

Las Vegas Sands Corp.

Cathy SpicerSenior Vice President, Deputy General Counsel, Litigation & Contracts

Tailored Brands

Gerald Walden Jr. Interim Head of Legal

The Fresh Market, Inc.

Kate WillmunderEmployment Attorney

Safran Cabin



October 13–15, 2019

SUNDAY, OCTOBER 131:00 PM–1:30 PM WELCOME | SALON A, B, E

Opening Remarks

1:30 PM–2:30 PM GENERAL SESSION | SALON A, B, E

Emerging Trends & Hot Topics In Litigation › Law department digital transformation

› The value of information

› Enhancing diversity, equity, and inclusion in the legal profession

› The lawyer of 2025

Daniel Altman

Senior Counsel

Oncor Electric Delivery Company

Gregory Jackson

Senior Director, Legal Affairs

NuVasive

Ryan Marks

Senior Corporate Counsel

AMN Healthcare, Inc.

Phyllis Morey

Vice President and Deputy General Counsel

Ingersoll Rand

Colin Ward

Associate General Counsel and Head of Litigation

Viasat Inc.

MODERATOR:

Jane Allen

Principal

PwC


Best Practices For Protecting The Attorney-Client Privilege For In-House CounselIn-house lawyers play a trusted advisor role in the day-to-day activities of the company in a manner very different from outside counsel. Depending on the size of the company, in-house counsel might work with everyone from new hires to sales teams, to personnel performing internal business functions (e.g., Human Resources or Procurement), to the Audit Committee and the Board of Directors. In-house counsel are also brought into the thick of sensitive situations at the corporation, such as internal audit investigations, disputes, regulatory matters, and litigation. Protecting the attorney-client privilege is:

› Defining the privilege: Who is the attorney and who is the client?

› What is privileged? What are the best practices to make distinctions between business advice and legal advice? How can discoverable facts and privileged communications be distinguished?

› What are the best practices to take to attempt to preserve the attorney-client privilege in communications?

› What are the best practices to take to attempt to avoid waiver?

› How can in-house counsel prepare to address the privilege issues that arise during litigation and depositions?

› Dealing with special issues such as: Special Committees; Parents and Subsidiaries; Merger & Acquisitions; Disclosure to non-“control group” employees; and Accountants, Auditors, Bankers, and Consultants

Michael Elliott

Legal Counsel

Carriage Services, Inc.

Timothy Lucey

Director and Chief Counsel, Litigation

Pacific Gas and Electric Company

Hannah Rogers

Assistant General Counsel, Litigation

Principal Financial Group

Calvin Siemer

Senior Vice President and Deputy Global General Counsel

Las Vegas Sands Corp.

Alexa Summer

Senior Counsel, Litigation

Airbnb, Inc.

MODERATOR:

Victor Johnson

Member

Dykema



October 13–15, 2019

SUNDAY, OCTOBER 133:30 PM–5:30 PM BUSINESS MEETINGS | SALON C, D

Business Meetings


Uncovering The True Cost Of Litigation: Looking Beyond Billing Guidelines To Understand Key Cost Drivers, Set KPIs & Measure SuccessIn this informative and interactive session, the panel will present a deep dive into analyzing and understanding the total cost of litigation and investigations. Using real-life business examples, the topics for discussion will include:

› Quantifying the total cost of litigation and investigations;

› Alternative ways to analyze litigation spend and effectiveness;

› Identifying the key metrics that drive litigation spending (you can’t manage what you can’t measure);

› Enforcing your outside counsel billing guidelines while freeing up your litigation team to focus on strategy instead of line-item invoice review;

› How to move beyond the hourly rate model and establish AFAs that work; and

› A case study with metrics and benchmark data that is driving a 40+% reduction in litigation discovery spending across an entire litigation portfolio.

Amanda Childs

Senior Counsel

7-Eleven, Inc.

Bryan Rohm

Assistant General Counsel, U.S. Major Claims & Litigation

Total

Lindsay White

Director, Global Litigation & Investigations

Applied Materials

Jiyon Yun

Associate General Counsel

ABM Industries Incorporated

MODERATOR:

Twilla Case

Vice President, Global Legal Solutions

UnitedLex

6:30 PM NETWORKING MEAL | WATERFALL LAWN

Welcome Cocktail Reception

7:15 PM NETWORKING MEAL | HAMPTON’S RESTAURANT

Dinner

MONDAY, OCTOBER 147:00 AM–7:50 AM NETWORKING MEAL | BALCONY B

Breakfast



October 13–15, 2019

MONDAY, OCTOBER 148:00 AM–9:00 AM GENERAL SESSION | SALON A, B, E

Managing & Trying Major CasesThe focus of this session is on effective management of high-stakes matters to maximize the probability of a successful outcome. Topics addressed will include:

› What are best practices for assembling and managing the team (which may include multiple law firms) working on a major matter?

› What are best practices for how in-house counsel and the law firm work together during a high-stakes matter?

› How does the approach to discovery differ in high-stakes matters versus routine litigation?

› What can the in-house and outside counsel do to minimize the distraction and time commitment required of senior executives while properly preparing them for depositions/trial?

› Are certain types of fee structures more effective for major cases?

› How can in-house and outside counsel work together to develop the key strategies and tactics for communicating a complex set of issues and facts to a judge and jury?

Nicole Bartow

Senior Director, Litigation

Uber

Michael Glackin


The Dow Chemical Company

Komal Patel

Assistant General Counsel

Delta Air Lines

Cindy Sobel

Partner

Bartlit Beck LLP

MODERATOR:

Hamilton Hill

Partner

Bartlit Beck LLP

MONDAY, OCTOBER 14

9:00 AM–11:00 AM BUSINESS MEETINGS | SALON C, D

Business Meetings

9:00 AM–10:00 AM KNOWLEDGEBRIDGE™ | SALON A, B, E

Requests For Proposal: Creating A Sustainable & Valuable RFP Process For Your Legal Department › When to use RFPs for legal services

› Key questions all RFPs must include

› Common pitfalls

› Negotiating price

› Picking the winner

MODERATORS:

Sterling Miller

Senior Counsel

Hilgers Graben

Michael Hilgers

Founder and Partner

Hilgers Graben



October 13–15, 2019

MONDAY, OCTOBER 14


Litigation Finance: Generating Revenue & Reducing Risk › What are common challenges when considering affirmative litigation,

and how can litigation finance help solve them?

› What types of cases are best-suited for litigation finance?

› Are there privilege and discovery-related issues associated with using litigation finance?

MODERATOR:

Michael Nicolas

Co-Founder and Managing Director

Longford Capital

11:00 AM–12:00 PM GENERAL SESSION | SALON A, B, E

Protecting Innovation Through Strong Peer Networks: How Are Heads Of Litigation Dealing With The Growing Patent Troll Issue?Companies spend over $26 billion each year litigating and settling with Patent Assertion Entities (PAEs). This is money that companies are not spending on innovation, R+D, improved manufacturing, etc. Given the convergence of technology, this problem is getting worse over time, particularly in the high-tech, automotive, Cloud/IT, and banking industries.

› How are patent trolls impacting your business? How can you best immunize yourself?

› Where are PAEs acquiring their assets and what type of assets are they buying?

› What are the trends in PAE litigation in the U.S. and Europe? How will the UPC likely affect PAEs?

Nicolas Schifano

Senior Director and Assistant General Counsel

Microsoft, Cloud IP Policy & Strategy

MODERATOR:

Ilja Bedner

Vice President of Licensing

LOT Network, Inc.

12:00 PM–12:50 PM NETWORKING MEAL | HAMPTON’S RESTAURANT

Lunch



October 13–15, 2019

MONDAY, OCTOBER 141:00 PM–2:00 PM GENERAL SESSION | SALON A, B, E

ALSPs, Legal Analytics & AI Within E-Discovery: Today’s Catalysts In Advancing Business Interests › What legal platforms are you using? What should you look for when selecting

legal technology tools and alternative legal service providers (ALSPs)?

› How is your legal department leveraging metrics to measure results and facilitate decision-making (e.g., predict litigation costs and budget, assess risk, make business cases in support of proposed actions, assign workloads, assess performance of law firms, etc.)?

› What types of metrics are you using to demonstrate the effectiveness of your litigation strategy?

Jennifer Edwards

Associate General Counsel, Litigation & Legal Technology

Anadarko Petroleum Corporation

Mustafa El-Farra

Assistant General Counsel

Advantage Solutions

Bonnie Hobbs

Managing Director, Associate General Counsel, Litigation & Dispute Management, Americas

Accenture

David Van Havermaat

Chief Counsel, Litigation

Cetera Financial Group

MODERATOR:

Katie Harvalis

Director of Delivery

Mindcrest

2:00 PM–4:00 PM BUSINESS MEETINGS | SALON C, D

Business Meetings

2:00 PM–3:00 PM KNOWLEDGEBRIDGE™ | SALON A, B, E

Attorney-Client & Work Product Privileges: Maintaining The Privileges, New Technologies & Ethical Considerations For In-House Lawyers › Lessons learned and practical tips for the in-house lawyer

› New forms of communication create new challenges for maintaining privilege

› Ethical considerations for communicating with third parties

› Kovel: Maintaining the privilege with outside consultants

MODERATORS:

Mitch Kamin

Partner

Covington & Burling LLP

Neema Sahni

Partner

Covington & Burling LLP



October 13–15, 2019

MONDAY, OCTOBER 14

3:00 PM–4:00 PM KNOWLEDGEBRIDGE™ | SALON A, B, E

Antitrust Investigations & Litigation: Five “Big” Issues From Inception To Defense › Agreements on price and information sharing between competitors

› Impermissibility of employee “no-poach” covenants in certain contracts

› Customer and market allocation between competitors

› Distribution scenarios viewed as foreclosing supply or excluding competitors

› Antitrust class action litigation and class certification concerns

MODERATORS:

Jeffrey Bank

Partner

Wilson Sonsini Goodrich & Rosati

Chul Pak

Partner

Wilson Sonsini Goodrich & Rosati


Data Privacy & Breaches: State Of The Law › Legal updates and trends

› Strategies for prevention

› Methods for damage control and managing a breach

Megan Callan

General Counsel

Pacific Science & Engineering Group

Ronak Ray

Vice President, Global Head of Legal & People Operations, and Corporate Secretary

TaskUs

Neil Schnurbach

Director, Global Litigation

Paysafe Group

Drew Yoder


CITGO Petroleum Corporation

MODERATOR:

Ray Bayley

President, Chief Executive Officer and Co-Founder

Novus Law



October 13–15, 2019

MONDAY, OCTOBER 145:00 PM–6:00 PM GENERAL SESSION | SALON A, B, E

Class Action Trends & Defense Strategies › What types of class action claims are appearing more frequently?

› What is generating interest for the class action plaintiffs’ bar?

› What are some of the best new tools and strategies for defending class actions?

Shagha Balali

Senior Legal Counsel

WestRock

Nicole Diaz

Senior Litigation & Compliance Counsel

Snap, Inc.

Lowell Haky


Charles Schwab & Co., Inc.

Kathryn Hermes


Copart, Inc.

MODERATOR:

Rob Maguire

Chair, Litigation Practice

Davis Wright Tremaine LLP

6:30 PM NETWORKING MEAL | WATERFALL LAWN

Dinner & Entertainment

TUESDAY, OCTOBER 158:00 AM–8:30 AM NETWORKING MEAL | BALCONY B

Breakfast

8:30 AM–10:00 AM GENERAL SESSION | SALON A, B, E

Managing #MeToo Media & Litigation › How has discrimination litigation changed in the wake of the #MeToo movement?

› In what ways are business considerations and responses different than in years past?

› Should you include a confidentiality provision in settlement agreements?

Brooks Beard

Vice President and Deputy General Counsel, Litigation, Employment, Cybersecurity & Regulatory Compliance

VMware, Inc.

Teresa Burlison

Head of Litigation, Regulatory & Employment Law

Dropbox, Inc.

Daniel Flores

Executive Vice President, Litigation

Metro-Goldwyn-Mayer Studios Inc.

Janie Perelman

Vice President, Assistant General Counsel

Michaels Stores, Inc.

MODERATOR:

Anne Yuengert

Partner

Bradley



October 13–15, 2019

TUESDAY, OCTOBER 15Championing Diversity & Inclusion In Your Legal Department › Perspectives on where we are today regarding diversity, how the situation has

improved (or not) over time, and thoughts on persistent barriers to achieving greater diversity in the legal profession and recommendations for overcoming them

› Steps you have taken to identify, mentor, and retain diverse attorneys and other outside service providers

› Strategies regarding setting diversity-related benchmarks for your department to achieve, and enforcement mechanisms you have employed to ensure compliance

› Benefits your company has realized as a result of its emphasis on retaining diverse outside counsel and other legal service providers

› Strategies for hiring diverse legal department staff

Flor Colon

Associate General Counsel and Chief Ethics Officer

Xerox

Marcy Heronimus

Associate General Counsel, Litigation

CenturyLink

Monica Mosby

Senior Counsel, Commercial Litigation

McDonald’s

Stephanie Reid


Varex Imaging Corporation

Gerald Walden Jr.

Interim Head of Legal

The Fresh Market, Inc.

MODERATOR:

Anne Yuengert

Partner

Bradley

10:00 AM–11:00 AM BUSINESS MEETINGS | SALON C, D

Business Meetings


Defining & Planning A Holistic Technology & Data Strategy + Roadmap The quickly expanding legal technology landscape covers many different realms, with increasingly more players. Contracts, Knowledge, Documents, Robotic Process Automation, Analytics, Research, E-Billing, Discovery, Privacy, Cyber, Innovation...the list goes on. There are many established, and new players—all vying for your dollars with buzz words and exciting offerings and features. This session will cover practical steps on how to step back to a big picture view, and prioritize your Legal Technology and Data Strategy, and develop an actionable plan and path to meaningful results and successful impact.

MODERATOR:

Josh Rattan

Partner

PwC



October 13–15, 2019

Bartlit Beck is a litigation boutique that represents clients in high-stakes litigation where our strategic approach, reputation, and trial skills are needed to achieve a successful outcome. Our expertise is in understanding complex matters, conducting an early assessment, tailoring discovery to be efficient and effective, and conveying our client’s story to the trier of fact. Our firm is also different because we do not bill by the hour, and a portion of our fees are at risk so that the client’s and our success are aligned.

Hamilton Hill

Partner

[email protected]

Cindy Sobel

Partner

[email protected]

SOLUTION PROVIDERSTUESDAY, OCTOBER 1511:00 AM–12:00 PM GENERAL SESSION | SALON A, B, E

Shifting Corporate Culture From Reactive To Proactive › What is the key reason that most companies are more reactive than proactive? Is

it the monetary hurdle, lack of awareness of a problem, or not enough of the right resources?

› What’s the harm in being reactive? What are the benefits in being proactive?

› What are the challenges encountered when trying to shift from reactive to proactive?

› What are the strategies to overcome challenges and facilitate change?

› How do you navigate the political waters when trying to effect change?

Norma Garcia

Associate General Counsel, International Legal Affairs

Rent-A-Center

Bryant Hall

Litigation Counsel

Danaher Corporation

Ashley Kramer

Operations Counsel

Liberty Oilfield Services

Minh Merchant


Myriad Genetics, Inc.

Bob Rudnicki

Associate General Counsel, Director of Litigation

Raymond James Financial Inc.

Deryl Ward

Vice President and Associate General Counsel

Builders FirstSource, Inc.

MODERATOR:

Myron Jadwin

Founder and Chief Executive Officer

Managed Discovery

12:00 PM CLOSING REMARKS | SALON A, B, E

Closing Remarks



October 13–15, 2019

Bradley Arant Boult Cummings LLP (Bradley) is a national law firm with a global perspective. The firm has more than 500 attorneys serving established regional, national and international companies in a broad range of industries. Bradley’s multidisciplinary team provides skilled, proactive guidance that addresses each client’s unique and complex legal needs, including litigation, regulatory compliance, governmental investigations, risk assessment, corporate structure, business transactions, financing, M&A, and multi-state settlements. From fighting bet-the-company lawsuits to resolving daily risk management issues, their attorneys understand the value of helping clients achieve their business objectives efficiently and cost-effectively. Bradley has earned a national reputation for providing innovative legal solutions, dependable responsiveness, and a deep commitment to success.

Robert Maddox

Partner

[email protected]

Edward Sledge

Partner

[email protected]

Anne Yuengert

Partner

[email protected]

Covington & Burling LLP (Covington) is a pre-eminent international law firm with more than 1,000 attorneys and advisors and offices in Beijing, Brussels, Dubai, Frankfurt, Johannesburg, London, Los Angeles, New York, Palo Alto, San Francisco, Washington, Shanghai, and Seoul. We are known for the high quality of our work, in-depth knowledge of key industries, sophistication in complex corporate, regulatory, advisory, and contentious matters, deep loyalty to clients, and commitment to the highest professional and ethical standards. In an increasingly regulated world, we have an exceptional ability to navigate clients through their most complex business problems, deals, and disputes.

Our distinctively collaborative culture allows us to be truly one team globally, drawing on the diverse experience of lawyers and advisors across the firm by seamlessly sharing insight and expertise. What sets us apart is our ability to combine the tremendous strength in our litigation, investigations, and corporate practices with deep knowledge of policy and policymakers, as well as one of the world’s leading regulatory practices. This enables us to create novel solutions to our clients’ toughest problems, successfully try their toughest cases, and deliver commercially practical advice of the highest quality.

Mitch Kamin

Partner

[email protected]

Neema Sahni

Partner

[email protected]



October 13–15, 2019

Started more than 85 years ago, Dykema is one of the nation’s largest law firms. The firm serves clients around the world with 400 lawyer in 13 strategically situated offices in Michigan, Illinois, Washington, D.C., Texas, California, and Minnesota.

Dykema is distinguished by its cost-effective and collaborative partnerships with clients. Dykema delivers practical, results-oriented counsel earning accolades from clients for its efforts on their behalf. The “Dykema Difference” focuses the firm’s commitment to clients through service, results, and value.

Service: Dykema invests its time and resources to fully understand what its clients’ needs are, exactly what they expect, and when they expect it. Dykema works with clients to plan and manage each matter entrusted to it. Dykema is available when needed and responds promptly to communications.

Results: Dykema pledges to its clients the highest quality legal counsel available.

Value: Dykema knows that our success depends upon achieving cost-effective and practical results. Dykema understands the importance of providing predictability of costs and it works with its clients to manage costs. Dykema staffs each matter appropriately, allocating the right resources to best meet our clients’ goals.

Dykema is regularly recognized as industry leaders by clients, corporations, publications, and peers, including:

› 2017 Chambers USA recognized for Litigation (Commercial, Real Estate, Labor & Employment), Product Liability & Mass Torts, Banking & Finance, Bankruptcy, and Corporate/M&A.

› Since 2014, earned 100% in the Human Rights Campaign’s Corporate Equality Index for policies and practices toward lesbian, gay, bisexual, and transgender employees.

› 2017 U.S. News – Best Lawyers “Best Law Firms” – 16 National and 139 Metro Awards; “Best Lawyers in America” – 110 lawyers throughout Illinois, Michigan, Minnesota, and Texas.

› 2017 Super Lawyers magazine named 135 attorneys throughout California, Illinois, Michigan, Minnesota, Texas, and Washington, D.C.

Victor Johnson

Member

[email protected]

Abi Gnanadesigan

Member

[email protected]

Davis Wright Tremaine LLP is an innovative and dynamic full-service AmLaw 100 and Vault Law 100 firm, dedicated to our clients’ success. Our approximately 550 lawyers—including more than 200 litigators—in eight offices on the west and east coasts of the United States (Seattle, San Francisco, Los Angeles, Washington, D.C., New York, Portland, Anchorage, and Bellevue) are committed to providing excellent legal services customized to each client’s needs. Our dedication to clients has led to recognition for excellence in broad areas of the law, with nearly 100 of our attorneys across 31 practice areas cited as leaders in their fields in the most recent Chambers USA guide, and over 170 of our attorneys across 54 practice areas included in the 2020 edition of “The Best Lawyers in America.”

Our litigators combine quality and client focus to minimize litigation stress and uncertainty, while maximizing our clients’ ability to achieve their litigation goals. We staff cases leanly, with skilled attorneys who know your case, your business, your industry, and your long-term aims.

We help clients identify potential disputes before they ripen into open conflict; avoid litigation through active mitigation strategies; manage litigation the way clients manage their business; and resolve cases to meet client expectations. That’s why our client base includes respected companies across the country that have turned to us for decades when they need advice, counsel, and courtroom representation.

We combine technical excellence with industry focus. Although we’re nationally known for our work with technology, healthcare, media, entertainment, communications, and financial services clients, our litigators have handled cases for businesses in every sector of the economy. Our broad perspective helps us find innovative ways to solve seemingly intractable conflicts. We have extensive experience in high-stakes litigation involving antitrust, securities, and consumer class action issues.

Rob Maguire

Chair, Litigation Practice

Seattle [email protected]

Scott Commerson

Partner

Los Angeles [email protected]



October 13–15, 2019

Hilgers Graben is a boutique litigation firm founded by former “Big Law” attorneys specializing in complex commercial/intellectual property disputes around the country. We have also developed a cutting-edge e-discovery service using proprietary processes and technology to substantially reduce the cost of document reviews while increasing overall quality.

The firm’s litigation team is filled with former AmLaw100 attorneys, judicial law clerks, and graduates of top law schools. We have offices in Nebraska, Texas, and Colorado which support our nationwide trial practice. The firm is built on two ideas. The first is that clients want to pay for legal services and not non-legal overhead. By basing the core of its operations in Lincoln, Nebraska, we have substantially lowered our cost profile allowing us to offer the same level of attorneys and quality found at the “big firms” at roughly half the cost. The second is that innovation could create a law firm that provides better value in the marketplace. Where other industries produce innovations that make their products and services better and cheaper over time, the price of complex legal services seems to rise at a 5–10% annually because of nothing more than inertia and industry practice. Not us. We have grown our ranks and kept our already low rates basically flat over the past several years.

Our EDGE e-discovery service is comprised of W-2 employees who have been together for years and specialize in e-discovery. Our team will hit review speeds of 200 documents per hour (triple the industry standard). We have also partnered with a number AmLaw 100 firms to provide our budget-friendly e-discovery services as discovery counsel while the big firm provides the trial expertise.

Just some of the reasons why Hilgers Graben was named for the third straight year to the Inc 5000 “Fastest Growing Companies” list.

Michael Hilgers

Founder & Partner

[email protected]

Sterling Miller

Senior Counsel

[email protected]

Inventus provides global discovery management, utilizing both proactive and reactive offerings, to dramatically reduce the overall costs and risks associated with the discovery process. Through the effective use of technology, Inventus offers tailored solutions for eDiscovery, Data Analytics, Digital Forensics, Document Review, Managed Services, and Consulting services. Inventus combines legal project management and best-of-breed technologies to provide cost-effective and defensible document reviews. Since 1991, Inventus has provided litigation support services on over 10,000 projects in over 23 global locations and 36 languages.

Andrew Bayer

Managing Shareholder

[email protected]

Chad Riley

Solutions Consultant

[email protected]



October 13–15, 2019

Among the first private investment firms dedicated to litigation finance, Longford Capital’s team of former partners from national law firms possesses the experience and relationships necessary to identify and invest in what we believe to be the strongest cases. The firm offers non-recourse capital solutions to law firms, public and private businesses, universities, government agencies, and other entities with $25 million to more than $2 billion in dispute. Facing strong demand, Longford has grown quickly. Now managing more than $550 million, it is among the largest firms in the world and sees significant deal flow, having assembled a portfolio of claims encompassing business contracts, antitrust and trade regulation, IP, fiduciary duty, fraud, bankruptcy and liquidation, and domestic and international arbitrations.

Michael Nicolas

Co-Founder and Managing Director

[email protected]

LOT Network is a non-profit community of over 515 companies committed to protecting its members from costly patent troll litigation. LOT Network currently protects its members from litigation for over 1.9 million worldwide patent assets and counting. Network members include market leaders such as Alibaba, JP Morgan Chase, Cisco, Tesla, and Amazon, as well as smaller companies across industries. Please visit http://www.lotnet.com to learn more.

Ilja Bedner

Vice President of Licensing

[email protected]

John Brosnan

Licensing Executive

[email protected]



October 13–15, 2019

We are a team of legal and technology specialists uniquely qualified to manage document review for high-stakes litigation, government investigations and foreign compliance matters. Our team includes former government and Big Law attorneys who understand client needs and legal requirements because we served as litigation counsel in our previous careers.

Managed Discovery is re-inventing the contract attorney review process to focus on the dual goals of cost efficiency and legal defensibility. We provide both a virtual review service featuring attorneys working remotely as well as a secure document review room for particularly sensitive matters. We are sharply focused on the defensibility of our review, ensuring that all of our services are managed by qualified attorneys, well prepared to provide affidavits or testimony in the event of any discovery challenge. Our U.S.-based attorney review is supervised by a former DOJ trial attorney with deep experience in the managed review process in addition to all market prominent, review software, so we’re platform neutral. We also utilize the latest technology security measures to limit the risks posed by any document review.

Recently announced, Managed Discovery launched a new Mainland China document review service, which includes both substantive review and compliance review (e.g., privacy and state secrets review). For security purposes, our China reviews take place either in a secure document review room or at the premises of the client or its international counsel. And the reviews are supervised by a senior partner in a highly respected PRC law firm with whom our team member has cooperated for over a decade.

Managed Discovery also offers a dynamic suite of e-discovery technology and services in support of our core document review service. Our U.S. e-discovery service is managed by an attorney technologist with long e-discovery experience and a deep familiarity with legal technology and defensible work flows.

Myron Jadwin

Founder and Chief Executive Officer

[email protected]

Mike Vella

Vice President of Business Development

[email protected]

Managed by Lawyers for Lawyers℠

Mindcrest Inc. is a leading legal services company that specializes in Contracts Management, Derivatives Documentation, Compliance, Legal Analytics, and Litigation and Investigations.

We offer innovative technology-driven results to many of the world’s largest organizations. By combining legal expertise with strong project management, Mindcrest delivers high-quality, cost-effective solutions to clients across multiple industries.

Mindcrest has delivery centers in Chicago, New York, London, and Pune, India.

For more information, visit mindcrest.com.

Vishal Anand

Vice President and Practice Head, Contracts Management & Compliance Practice

[email protected]

Katie Harvalis

Director of Delivery

[email protected]



October 13–15, 2019

Novus Law is a global legal services firm that finds the story of “what happened” in all types and sizes of disputes and investigations.

Corporate law departments get the early insight they need to make better decisions faster and resolve more matters early on because we deliver the story 3x to 5x sooner than is possible using the traditional approach to discovery.

Our clients reduce their overall costs by 25 to 35 percent and our fixed-fee structure results in $4 of savings for each $1 we receive because we eliminate the wasteful re-reading of documents. As they understand their matters earlier and more thoroughly, our clients often also reduce their indemnity spend.

Novus Law is neither an eDiscovery company, a technology solution, nor a law firm. We are unique.

We are lawyers, who as non-testifying consulting experts, use the measurably more accurate and efficient Novus One-Touch Process™ to examine, analyze, and organize evidence. We provide all of the witness and key issue files, fact analyses, chronologies, deposition summaries, and other work product that a client may need to pursue their legal strategy.

Our firm is an Association of Corporate Counsel Value Champion and the recipient of two global innovation awards from the College of Law Practice Management.

See how Novus Law can help you make better decisions faster.

Ray Bayley

President, Chief Executive Officer and Co-Founder

[email protected]

Lois Haubold

Executive Vice President and Co-Founder

[email protected]

Rachel Zahorsky

Director, Marketing and Client Solutions

[email protected]

OpenText™ Discovery legal technology solutions help corporations and law firms unlock the information advantage. Our flexible legal content management and end-to-end e-discovery solutions combine AI, machine learning, advanced analytics, and automation to drive insights, productivity, and efficiency throughout the legal information management lifecycle. For more information about OpenText (NASDAQ: OTEX, TSX: OTEX), visit www.opentext.com.

Shaun Sullivan

Director of Enterprise Sales, Western U.S.

[email protected]

Alex Kalvelage

Regional Sales Manager

[email protected]



October 13–15, 2019

Building trust in society and solving important problems. With offices in 158 countries and more than 236,000 people, we are among the leading professional services networks in the world. We help organisations and individuals create the value they’re looking for, by delivering quality in assurance, tax, and advisory services.

Our Forensics specialists help companies around the world prepare, respond and emerge stronger from crises and unplanned events. Through an investigative mindset, forensic intelligence and data analytics, we help our clients build resilient strategies and protect what matters most: reputation and value. Find out how we’ve helped others just like you: pwc.com/us/forensics

Jane Allen

Principal

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Josh Rattan

Partner

[email protected]

UnitedLex—the world’s leading enterprise legal services provider—drives transformation throughout the entire legal ecosystem. UnitedLex was founded in 2006 with a singular mission to improve the performance of leading corporations, law firms, and academic institutions. Since then, more than 2,700 attorneys, engineers, and consultants across four continents have deployed innovative service models and digitally powered solutions that deliver unparalleled business impact resulting in risk mitigation, efficiency improvements, and cost optimization for clients around the world.

Twilla Case

Vice President, Global Legal Solutions

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Jeff Ikejiri

Vice President, Legal & Business Services

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October 13–15, 2019

Wilson Sonsini Goodrich & Rosati is the premier legal advisor to technology, life sciences, and growth enterprises worldwide, as well as the venture firms, private equity firms, and investment banks that finance them. We represent companies from entrepreneurial start-ups to multibillion-dollar global corporations at every stage of development. The firm’s attorneys collaborate across a comprehensive range of practice areas and industry groups to help the management, boards of directors, shareholders, and in-house counsel of our clients address their most pressing challenges and pursue their most promising opportunities.

The firm is nationally recognized for providing high-quality services to address the legal solutions required by its enterprise and financial institution clients. Our services include corporate law and governance, public and private offerings of equity and debt securities, mergers and acquisitions, securities class action litigation, intellectual property litigation, antitrust counseling and litigation, joint ventures and strategic alliances, technology licensing and other intellectual property transactions, tax, and employee benefits and employment law, among other areas.

Our clients are companies and other entities that compete in rapidly developing and innovative industries, including the biotech, communications, digital media, energy, financial services, medical devices, software, and other sectors.

Wilson Sonsini Goodrich & Rosati has offices in Austin; Beijing; Boston; Brussels; Hong Kong; London; Los Angeles; New York; Palo Alto; San Diego; San Francisco; Seattle; Shanghai; Washington, D.C.; and Wilmington, Delaware. www.wsgr.com

Jeffrey Bank

Partner

[email protected]

Chul Pak

Partner

[email protected]

ON-SITE TEAM

Julia AllinderVice President

(443) 421-5317 | [email protected]

Christopher BoucherSenior Vice President


Alex DentManager, Forum Planning


Jackie KappusAccount Executive


Stacey PalekSenior Manager, Program Development


Natalie Cohen SmithSenior Vice President


This event has been approved for 10.5 general MCLE credits by the State Bar of California.

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UPCOMING EVENTS

FINANCIAL SERVICES & INSURANCE LITIGATION FORUM

April 19–21, 2020 Hyatt Regency Greenwich | Old Greenwich, CT

CORPORATE LITIGATION FORUMOctober 11–13, 2020

Fashion Island Hotel | Newport Beach, CA

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