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Financial Services Technology 2019: Avoidance of Risk

Speaker(s): Delphine Cottin, James Paine, John Gliedman, John Rogers, Mark Melodia, Patrick Jones, Rashmi Chandra, Richard Raysman, Sarvesh Mahajan
Recorded on: Apr. 25, 2019
PLI Program #: 253829

Mark Melodia is a privacy, data security and consumer class action defense lawyer in Holland & Knight's New York office. Mr. Melodia focuses his practice on governmental and internal investigations, putative class actions and other "bet-the-company" suits in the following areas: data security/privacy, mortgage/financial services and other complex business litigation, including defamation.

Mr. Melodia has defended more than 80 putative class actions – including as lead defense counsel in multiple multidistrict litigations (MDLs) – arising from alleged consumer privacy violations, data incidents and allegations of data misuse. He routinely represents clients responding to government privacy investigations before the Federal Trade Commission (FTC), Office for Civil Rights, state attorneys general and the U.S. Department of Justice (DOJ). He has guided clients in a wide range of industries through several hundred data incidents over the past dozen years. He advises clients on their obligations and helps them operationalize the requirements of General Data Protection Regulation (GDPR) as well as federal and state laws in the U.S. He consults with boards and executive teams on these issues.

Mr. Melodia has been an instructor of Information Security Law in the Chief Information Security Officer (CISO) Executive Education and Certification Program at Carnegie Mellon University's Heinz College, as well as a guest lecturer at Seton Hall Law School and New York University School of Law.

Mr. Melodia served as a law clerk for the Honorable Timothy K. Lewis of the U.S. District Court for the Western District of Pennsylvania.

James Paine is an Atlanta business attorney who focuses his national technology transactions practice on information
technology and business process outsourcing matters, enterprise resource planning (ERP) licensing, implementation
and support, cloud solutions, including software as a service (SaaS), platform as a service (PaaS) and infrastructure
as a service (IaaS), and other technology transactions. In addition, he has experience with marketing and e-commerce
arrangements, technology transition services agreements, information technology (IT) licensing and commercialization
transactions, joint ventures and strategic alliances, and other large commercial contracts.

Mr. Paine advises clients on a broad range of strategic information technology and business process outsourcing
arrangements, including IT infrastructure operations and support, application development and support services, IT
help desk and desktop support, co-location and managed network services. Mr. Paine also handles strategic business
process outsourcing arrangements, including outsourcing of finance and accounting services, benefits and human
resources administration, procurement supply chain and logistics, customer relationship management, call center
operations and back office support.

In addition, Mr. Paine has handled engagements in the United States, Canada, South America, Australia, EU, India,
Mexico, India, Philippines and China.

Prior to joining Holland & Knight, Mr. Paine was a corporate attorney for an international law firm in its Atlanta office.
Previously, Mr. Paine served as corporate counsel of information technology and data privacy for The Home Depot.

John Gliedman is an Assistant General Counsel with Conduent, a BPO provider and parent company of Buck Consultants.  His primary expertise is negotiating services arrangements for digitized employee benefits delivery, and related consulting, to a wide variety of corporate users.

John Rogers is the Chief Information Security Officer (CISO) for MSCI, a leading provider of financial markets data for the investment community. In this role, John is responsible for all aspects of Information Security, Privacy, and Business Continuity / IT Disaster Recovery Planning.   

Prior to joining MSCI, John spent three years at BNP Paribas, a top 10 global bank, as its CISO for the Americas region. Prior to his role at BNP Paribas, John worked in a variety of consulting firms as a cyber security expert. While his consulting experience primarily focused on clients in the financial sector, he also worked in other industries including technology, retail, higher education, and non-profit.  Before joining the consulting industry, John worked as an information security specialist at Bank of America.

John holds a Bachelor of Science in Electrical Engineering from Purdue University and has held numerous certifications, including CISSP, Series 99, PCI QSA, and CRMA. John has also devoted time to helping others learn more about cyber security, demonstrated through his five years of volunteer experience as the President of the ISSA Charlotte Chapter and his participation in numerous cyber conference discussions over the years.

Patrick R. Jones is Vice President, Associate General Counsel for Fidelity Investments in Boston, MA.  He is co-lead for the Legal Department’s Transactional Center of Excellence, which provides core transactional support across the enterprise.  His responsibilities include providing support and advice to all Fidelity business units on technology and licensing agreements, strategic partnerships and global technology law issues.  Mr. Jones also provides guidance on trademarks, patents, copyrights, trade secrets, social media law, privacy and data protection, intellectual property dispute resolution, and information security. Mr. Jones has extensive experience in cloud computing transactions and data and information licensing.  He provides substantive and educational support for Fidelity’s procurement team and is the author of Fidelity’s vendor contracting standards.

Rashmi Chandra brings over two decades of experience as a technology and intellectual property transactions lawyer. In her last position she served as Executive Director and Head of the Intellectual Property/Information Technology law practice group at Aetna Inc., one of the nation’s premier provider of health care, dental, pharmacy, disability insurance. As the lead IP counsel, Rashmi played a strategic role a number of pioneering initiatives including Aetna’s launch of an Enterprise Digital Accessibility policy and a Digital Accessibility center, establishing a Patent Center of Excellence, and overseeing all legal and strategic enforcement and maintenance issues relating to the Aetna enterprise and its subsidiaries’ intellectual property assets, brand counseling, media, technology and software legal issues. 

Prior to her inhouse career, Rashmi spent eight years in private practice as an IP and Technology Transactions lawyer at Kirkland & Ellis (Chicago office) specializing in technology and business process outsourcing and other IP transactions.

Rashmi has served as a faculty member with the Practising Law Institute since 2015 speaking regularly on the Legal Risks of Social Media and other IP-related topics. She recently served as a faculty member with Harappa Education in India for their course: Speaking Effectively and will be a guest lecturer at the University of Connecticut School of Law IP Clinic. Rashmi serves as President and is on the Board of Directors for the South Asian Bar Association of Connecticut. 

Richard Raysman is a partner in the New York office of Holland & Knight.  Richard has been selected by Chambers as one of America's leading technology lawyers, and he is a regular guest columnist for The Wall Street Journal Technology Section.  He has represented clients in billions of dollars of outsourcing transactions, and he has litigated reported cases for the New York state and federal courts including Internet and licensing disputes.  Richard writes a monthly column for the New York Law Journal on "Technology Law".  He is a graduate of M.I.T. and prior to practicing law, he was a Systems Engineer for IBM Corporation for six years.

Sarvesh Mahajan is an attorney in Wiggin and Dana's Technology and Outsourcing Group in the firm's New York office. Sarvesh advises a broad range of clients on the negotiation, drafting and implementation of technology and commercial agreements, including outsourcing, software licenses and services, and cloud-based offerings. He has particular experience assisting clients in all stages of information technology and business process outsourcing transactions, advising them on structuring or responding to requests for proposals, drafting and negotiating contracts, and managing and implementing complex, global outsourcing arrangements. Sarvesh also advises clients on intellectual property and data privacy matters.

Prior to joining Wiggin and Dana, Sarvesh served as counsel for a large public university providing online higher education programs and for a multinational information technology services company. He advised senior managers on commercial matters and intellectual property issues. Sarvesh also served as an attorney-advisor in the U.S. Department of Commerce.

Sarvesh received his Master of Laws and Juris Doctor degrees from George Washington University, where he was a member of the Public Contract Law Journal. He earned a Bachelor of Arts degree, cum laude, from the University of Pennsylvania.