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Internet of Things 2019: Everything Is Connected


Speaker(s): Alma Chao, Dave Marr, Doug P. Smith, Heather J. Meeker, Ian C. Ballon, Ivan Ruzic, Jose A. Esteves, Kerry O’Brien, Leonard T. Nuara, Pamela Clark-Meister, Peter F. McLaughlin
Recorded on: Jun. 26, 2019
PLI Program #: 252332

Alma Chao is Director and Associate General Counsel at Facebook and joined Facebook in 2010 to help build the open source legal team. Alma now leads the IP licensing team and focuses on open source, standards, patent transactions, academic research collaborations, and early stage technology development. He has helped scale open source at Facebook from just a handful of projects in 2010 to now more than 475 active projects. He also led Facebook’s efforts to establish the Open Compute Project and the Telecom Infra Project standards organizations.


Douglas Smith is in-house counsel at Intel Corporation and is Group Counsel to Intel’s Global Supply Chain.  Doug has been at Intel for over twenty years and has held senior legal positions across multiple business unites, including the Internet of Things, Perceptual Computing, and several wireless and mobile divisions.  Doug has extensive experience in IP licensing and is a member of Intel’s Technology Licensing and Data Analytics practice groups.  He also has deep experience in standards groups and patent pools, corporate/strategic transactions, and business development.

Doug holds a Master’s in Business Administration (finance) from the University of Rochester and earned his law degree at SUNY Buffalo.  He has prior experience as a senior Intel finance manager and was a member of the US Navy’s Judge Advocate General’s Corps.   He resides in Portland, Oregon and is admitted to practice in New York and Oregon.

 


Heather Meeker advises technology clients on intellectual property matters. Her practice focuses on counseling in the following areas:

  • Technology transactions, including licenses, channel sales agreements, development agreements, university technology transfer, and consumer contracting 
  • Open source software licensing, including IP strategy, compliance, transactions, and disputes 
  • Technology and IP issues in mergers and acquisitions
  • Copyright, patent, trademark, trade secret, and other IP matters  

Heather has achieved national and international recognition for her leadership in the field of intellectual property law. Drawing on her technical knowledge and experience, she approaches matters with a practical and business focus. Heather handles technology transactions and intellectual property-related aspects of mergers and acquisitions for companies in all technology sectors and for non-technology companies doing technology deals, with an emphasis on IT and software.

Prior to joining O’Melveny, Heather practiced at an AmLaw 20 firm, where she served as chair of the firm’s IP/IT Licensing and Transactions Group, as well as the co-managing shareholder of its Silicon Valley office.

 

Education

  • University of California, Berkeley, J.D., 1994: Order of the Coif; Editor-in-Chief, Berkeley Technology Law Review (1993-1994)
  • Yale University, B.A., Economics, 1979: magna cum laude

 

Experience

  • Provided representation in open source disputes, including Oracle v. Google, Continuent v. Tekelec, and FSF v. Cisco.
  • Participated in drafting team for Mozilla Public License version 2.0.
  • Serves as advisor to the ALI project on the law of software contracting and the Restatement of Copyright Law.
  • Provided counsel to many open source software and technology efforts, including Mozilla Foundation, Cloudfoundry.org, OROPO Foundation, Open Compute Project, and Open Networking Foundation.
  • Authored "Open Source for Business," a handbook for engineers, business persons, and lawyers to understand the use of open source licensing in private enterprise.

 

Professional Activities

  • Former Council Member, American Bar Association Science and Technology Section (2006 - 2010) and Former Chair, Open Source Committee, Section of Science and Technology Law
  • American Law Institute (2006 - present)
  • Lawyers' Committee for Civil Rights for the San Francisco Bay Area (2006 - present)


Ivan Ruzic’s 30+ year career in the information technology industry has included virtually every senior executive role from technical to management. His resume spans marquee industry pioneers such as BEA Systems, Novell and Borland as well as several startups including his own. Not only is his international operational experience extensive, he’s also been involved in buy-side and sell-side M&A in the US, Europe, Africa and Asia.

Ivan joined Corum Group, the world’s leading mid-market information technology M&A firm, with a specific focus on utilizing his extensive operational background to educate and help prospective sellers maximize the value of their technology companies.

Prior to Corum, Ivan worked on a number of big data and AI initiatives including the application of machine learning to natural language processing for the purpose of predicting human behavior.

Recent M&A engagements have been in the areas of artificial intelligence and machine learning, analytics, EdTech, Compliance and Anti-Money Laundering, GDPR, digital asset management and of course, Internet of Things.

Ivan holds a Ph.D. from Monash University, Australia.


Pamela Clark-Meister is an in-house attorney with over 20 years of experience shaping business and legal strategy, managing complex technology transactions, and advising on intellectual property, commercial and M&A transactions. With Intel since 1999, she is currently serving as a Group Counsel to Intel’s Internet of Things Group (IOTG) in Visual Markets.  IOTG is leading the industry in transforming businesses and the way we live by making it simple, smart and connected IOT solutions.


Ian C. Ballon is Co-Chair of Greenberg Traurig LLP’s Global Intellectual Property & Technology Practice Group and represents internet, mobile, entertainment and technology companies in defending data privacy, security breach and TCPA class action suits and in other intellectual property and technology litigation. A list of recent cases may be found at http://www.gtlaw.com/Ian-C-Ballon-experience.

He is also the author of the leading treatise on internet and mobile law, E-Commerce and Internet Law: Treatise with Forms 2d edition, the 5-volume set published by West (www.IanBallon.net), which includes extensive coverage of security breach and data privacy issues. In addition, he is the author of The Complete CAN-SPAM Act Handbook (West 2008) and The Complete State Security Breach Notification Compliance Handbook (West 2009). He also serves as Executive Director of Stanford University Law School’s Center for E-Commerce, which hosts the annual Best Practices Conference where lawyers, scholars and judges are regularly featured and interact.

Ian was named the Lawyer of the Year for Information Technology Law in the 2019, 2018, 2016 and 2013 editions of Best Lawyers in America and was recognized as the 2012 New Media Lawyer of the Year by the Century City Bar Association. In both 2018 and 2019 he was recognized as one of the Top 1,000 trademark attorneys in the world for his litigation practice by World Trademark Review. In addition, in 2019 he was named one of the top 20 Cybersecurity lawyers in California and in 2018 one of the Top Cybersecurity/Artificial Intelligence lawyers in California by the Los Angeles and San Francisco Daily Journal. He received the “Trailblazer” Award, Intellectual Property, 2017 from The National Law Journal and he has been recognized as a “Groundbreaker” in The Recorder’s 2017 Litigation Departments of the Year Awards. In 2010, he was the recipient of the California State Bar Intellectual Property Law section's Vanguard Award for significant contributions to the development of intellectual property law (http://ipsection.calbar.ca.gov/IntellectualPropertyLaw/IPVanguardAwards.aspx).

Mr. Ballon was listed in Variety's "Legal Impact Report: 50 Game-Changing Attorneys" and has been named by the LA Daily Journal as one of the Top 75 intellectual property litigators in California in every year that the list has been published (2009 through 2018) and as one of the top 100 lawyers in California. He is also listed in Legal 500 U.S., The Best Lawyers in America (in the areas of information technology and intellectual property) and Chambers and Partners USA Guide in the areas of privacy and data security and information technology. Mr. Ballon also holds the CIPP/US certification from the International Association of Privacy Professionals (IAPP).

Ian can be reached at: Ballon@gtlaw.com, 310-586-6575 or via leading social media platforms (IanBallon).


Lennie is a nationally recognized authority on technology and internet law and co-author of Drafting Internet Agreements, a practical legal treatise with annotated forms on internet and computer law published by the Aspen Publishers division of Wolters Kluwer Law & Business. Lennie formerly was a partner at several prominent law firms and served as the Chair of the Technology & Intellectual Property Practice of Thacher Proffitt & Wood, LLP, and was a partner in the Intellectual Property and Technology Practice at Greenberg Traurig, LLP.

Known for his high energy and unique blend of practice-legal knowledge, technology expertise and skills, Lennie serves as trusted advisor to dozens of multinationals and smaller corporates, hospitals and healthcare providers, financial institutions, startups and venture firms across industries including, E-business, retail, hardware and software, communications and energy, frequently involving the development and deployment of breakthrough and best-of-show technologies. His recognized technology law expertise coupled with his IT education and experience gained while operating technology companies provide unique insights that benefit clients who engage Lennie for strategic guidance and counseling.

Lennie also advises clients on privacy, cyber security and compliance. He offers specialized expertise in the creation of dynamic workflows and incident recovery solutions to manage and mitigate risk exposures. Clients engage Lennie regularly as a special counsel or to manage complex litigation in areas requiring his unique skill set and knowledge.

Lennie gained recognition as a “go to” technology expert and problem solver following the tragic destruction of the World Trade Center on September 11, 2001, home to Thacher Proffitt & Wood’s main office. Miraculously, no employees of the firm perished, but the destruction of the Twin Towers resulted in a complete loss of all of the firm's technology infrastructure and backup systems. On that day, Lennie interrupted his practice of law and became the CIO of the firm for the following six months. He was responsible for all decisions for the interim survival and ultimate rebuilding of the firm's technology infrastructure, including: equipment specification and acquisition, conversion of the firm's applications palette; extensive outsourcing of such IT functions as help desk and infrastructure management. The experience of losing everything, rebuilding everything from scratch, being the buyer instead of “representing the buyer” has given Lennie valuable insights that inform his practice even today. He has published and spoken on the lessons that he learned from this experience at seminars throughout the U.S. and Europe.

Prior to joining Flatiron, Lennie was Chief Operating Officer and General Counsel for ICF Mercantile, a technical textile distributor of medical, aerospace and construction yarn where he managed the transformation from a distribution to manufacturing business in a new state of the art manufacturing, research and development center. While at ICF he was responsible for all aspects of business operations, legal and IT, including creating the financial and production models to support the financing for transition; negotiations of the lease, construction, engineering, and architectural services agreements; and on-site management of construction resulting in an on-time and on budget startup.

Before ICF, he was the co-founder, President and Chief Operating Officer of Tera Group and TeraExchange. Lennie and his co-founder developed and managed the strategic evolution of the first and only multi-asset, Central Limit Order Book and RFQ based Swap Execution Facility and multi-asset execution management system from inception into a Dodd Frank Act - CFTC regulated institutional exchange for cleared derivatives, equities, futures, fixed income and options markets. Derivatives assets include IRS, CDS, NDF, and the first regulated Bitcoin derivative based on the TeraBit Bitcoin Price Index. While at Tera he managed the firm's operation including fundraising, client/investor presentations and relationships, operations, legal, regulatory, financial, marketing, business development and technology development and implementation.

An experienced commercial litigator, Lennie has handled high-stakes disputes in involving IP infringement, engineering and construction, IT systems and Internet businesses, including the successful resolution of several multi-hundred million dollar matters.

With over 250 articles and presentations, Lennie is one of the most sought-after lecturers in the country on Technology, Internet Law, Cybersecurity, Privacy, Cloud Computing, Social Media, Intellectual Property, Licensing, Techno-Entertainment, Negotiations, Identity Theft, Technology and Intellectual Property Litigation, E-Discovery, Online Child Safety and Law Practice Management.


Kerry O’Brien is the Assistant Regional Director of the Federal Trade Commission’s Western Region. 

As a 28-year veteran at the FTC, Kerry has participated in a wide variety of Commission matters, many involving national and mobile advertising, deceptive privacy/data security policies, investment fraud, and illegal financial practices. 

Assuming her role as Assistant Regional Director in 2014, she supervises the Western Region’s consumer protection casework and regularly speaks on a wide variety of consumer protection topics. 

Kerry is a graduate of UC Davis School of Law and Vassar College.


After several years in-house, I now counsel clients with respect to a broad range of technology transactions, privacy and security issues. These predominantly touch:

  1. Technology licensing and services, especially with health applications and mobile solutions;
  2. Innovative uses of information and technology, particularly digital health and life sciences, wearables, and big data analytics;
  3. The international movement of personal data, especially with respect to the EU, GDPR preparedness, and Privacy Shield compliance; and
  4. Information security programs, security reviews, and post-incident responses with management of forensic teams.

These scenarios range from privacy compliance assessments and product development to venture/M&A deals and extensive commercial and technology transactions.

I have presented at: RSA Conference; mHIMSS; IAPP; HIPAA Summit; PLI; World IP Forum; and other organizations.


Dave Marr is Vice President, Legal Counsel at Qualcomm Technologies, where he currently leads the open source practice and policy team.  He has been practicing in the open source legal field since 1996, delivering strategic advice to organizations and providing guidance on community licensing practices.  Dave writes and speaks regularly on FOSS-related issues, their interaction with standard-setting, technology transfer best practices, licensing business models, and other subjects at the intersection of law and high technology. 

Dave serves on the Board of Directors for the Linux Foundation (www.linuxfoundation.org), where he contributes to the direction of several major open source ecosystems, as well as in related ecosystems including standards development organizations.  In addition, Dave chairs the Governing Board for the OpenChain Project (www.openchainproject.org), an organization of leading companies in open source who are working together to make open source compliance more efficient, easier to adopt, and more consistently implemented by the ecosystem at large.

Prior to Qualcomm Technologies, Dave previously worked at Sun Microsystems (at various times supporting Java, OpenSPARC, and Solaris) and Juniper Networks.


Jose A. Esteves focuses on assisting clients in maximizing the value of their intellectual property and technology assets, including through strategic stand-alone transactions such as collaborations, joint ventures, cloud/outsourcing arrangements and other complex technology transactions; stand-alone and mergers-and-acquisitions-related development, licensing, supply, marketing and support arrangements; and IP monetization and financing transactions. Mr. Esteves also counsels clients on IP, technology and data legal and commercial issues, including with respect to privacy, cybersecurity and emerging issues in big data, artificial intelligence/analytics, internet of things and other key technologies, including in fintech, health care and autonomous vehicles. Mr. Esteves advises a diverse group of clients from the U.S. and abroad, including Europe, Asia and South America. Mr. Esteves also handles intellectual property and technology aspects of traditional mergers and acquisitions, financings, public offerings and commercial transactions. Intellectual Asset Management magazine, the leading trade publication focused on IP monetization, includes Mr. Esteves on its list of the “IAM Strategy 300 — The World’s Leading IP Strategists.”