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Understanding the Intellectual Property License 2018

Speaker(s): Bruce R. Ewing, Christopher R. Chase, David Rabinowitz, Eric Huang, Helene M. Freeman, Jeffrey D. Osterman, Lindsey J. Canning, Nicholas Vogt, Ryan T. Colgan, Sarah Robertson, Stuart M. Riback, Willard K. Tom
Recorded on: Nov. 5, 2018
PLI Program #: 221784

Jeffrey Osterman is the co-head of Weil’s Technology & IP Transactions practice and is based in New York. Mr. Osterman concentrates on matters with deep commercial or technical complexity and has had extensive experience with pure patent licensing, technology transfer, outsourcing, technology integration, content licensing and merchandising. 

Mr. Osterman regularly advises major pharmaceutical companies in connection with licensing and collaboration agreements; represents semiconductor and other technology companies in connection with development and licensing agreements; leads the technology and intellectual property aspects of major corporate transactions; and advises on the treatment of intellectual property matters in bankruptcy cases. 

Mr. Osterman is ranked Band 1 for Technology & Outsourcing in New York by Chambers USA, where clients note "he’s just extremely thorough and he has the memory of an elephant." He is "very smart, very responsive and won't fight about matters that aren't important." He is also recommended for Patents: Licensing, Technology Transactions and Healthcare: Life Sciences by Legal 500 US. Mr. Osterman is recognized as an “IP Star” for IP Transactions, Patent Strategy & Counseling and Copyright by Managing Intellectual Property and has been named 2020 “Lawyer of the Year” for Technology Law in New York by Best Lawyers in America. He is “Highly Recommended” by IAM Patent 1000, where clients have noted he has “a stellar ability to see the forest through the trees, is a clear and concise draftsman and a constructive negotiator,” and that he is “the kind of sophisticated IP lawyer you need on a tough deal – he understands his clients’ industry and business and fights hard while communicating clearly in negotiations to get to a resolution.” Mr. Osterman was named a 2016 Technology “MVP” by Law360.

Christopher R. Chase is a partner at Frankfurt Kurnit where he practices intellectual property, advertising, sports, and entertainment law.

He counsels entities and individuals in the advertising and entertainment industries on all aspects of their businesses, including rights clearance (such as copyright, trademark, and rights of publicity), regulatory matters, and risk assessment. He structures and negotiates creative services agreements, commercial production agreements, brand and celebrity licensing agreements, sponsorship and event promotion agreements, celebrity talent and on-camera agreements, content distribution agreements, media agreements, and content releases and licenses. He also counsels clients regarding potential and actual litigations arising out of commercials, print advertisements, sweepstakes, contests, and other promotions, magazines, films, and television productions. Further, he has vast experience addressing music issues, including structuring and negotiating master use and sync licenses for commercials, video games, television productions, and films, music distribution agreements, artist/band services, appearance, and promotion agreements, and concert sponsorships.

Additionally, he works with numerous clients in the sports industry, including counseling major sports leagues on branded entertainment, intellectual property, and promotional matters; advising both sponsors and properties on the structure and negotiation of sponsorship and endorsement arrangements; counseling agency clients that activate sponsors’ marketing campaigns; advising major sports apparel, footwear and fitness companies on marketing campaigns and IP matters; and advising soccer players on transfer agreements. Mr. Chase has been quoted in Sports Business Journal, The New York Times, The Washington Post, USA Today, and The Associated Press on various legal issues and is a founder of the firm’s sports law group.

Mr. Chase’s practice also includes counseling entertainment, advertising, sports, media, and fashion industry clients on the clearance, selection, maintenance, and enforcement of trademarks worldwide, as well as prosecuting trademark applications before the U.S. Patent and Trademark Office and participating in actions before the Trademark Trial and Appeal Board.

Mr. Chase is a member of the Entertainment, Arts and Sports Law Section of the New York State Bar Association, the Sports Lawyers Association, the International Trademark Association, and the Copyright Society of the U.S.A. Prior to joining Frankfurt Kurnit, Mr. Chase was a litigation associate at Clifford Chance Rogers & Wells LLP.

Eric Huang is a partner in Quinn Emanuel's New York office.  He represents both plaintiffs and defendants in intellectual property matters.  He specializes in building patent infringement cases on either side of the “v” in highly technical subject matter.  He has extensive experience litigating patent cases involving a wide range of technologies – smartphones, user interface software, touchscreen technology, circuits, semiconductor processing, spreading and modulation techniques used in wireless communication, various aspects of 3G and 4G cellular communications, error control coding including turbocodes and low density parity check codes, digital video compression, audio compression, pharmaceutical formulations, fiber optics, liquid crystal displays, mechanical measurement devices, electronic engine control, e-commerce, and computer systems. 

His practice encompasses all aspects of case preparation, pre-trial discovery, expert preparation, trial preparation and trial in U.S. federal district courts and before the U.S. International Trade Commission.  He served as a trial counsel for respondent Samsung in ITC investigation 337-TA-796 initiated by Apple against Samsung's smartphones, tablets and media players.  The firm successfully defended against efforts to stop the importation of Samsung devices; to date, no Samsung device was excluded or seized as a result of any order from this investigation.  Eric recently helped secure a very favorable jury verdict for Marvell Semiconductor in a case brought by France Telecom in San Francisco federal district court alleging infringement by Marvell’s 3G baseband chips.  In addition to a favorable damages verdict of a fraction of the damages sought by plaintiff, the firm recently secured judgment for Marvell Semiconductor on post-trial motions in that case.  Eric also has experience prosecuting patents and is admitted to the U.S. Patent & Trademark Office. 

Eric’s representative clients include BlackBerry, California Institute of Technology, Canon, Marvell Semiconductor, MediaTek, Monolithic Power Systems, Motorola, Reliant Pharmaceuticals, Rovi, Samsung, and Sony.

Prior to joining Quinn Emanuel, Eric was an associate with the law firm of Fish & Neave and served as a law clerk to the Honorable Eric Bruggink on the U.S. Court of Federal Claims (1997-1998).  He is a 1997 graduate of the George Washington University Law School, and has a materials science & engineering degree from the University of Michigan in Ann Arbor.  Prior to law school, Eric worked for National Semiconductor in California as an electronic packaging engineer.  He currently serves on the Board of Directors of the New York Lawyers for the Public Interest and the Board of Trustees for the Blue School, a private independent school in New York City.

Helene M. Freeman is a partner in the Litigation Department at Phillips Nizer LLP in New York.  Helene’s practice is focused on all facets of entertainment, publishing, fashion and the arts.  In the course of the past thirty-five years, she has represented multinational record distributors, leading musical performers, film and television producers and distributors, international music publishing companies, theatrical producers, authors and advertising agencies in copyright and contract matters. 

As a litigator, Helene has been trial and appellate counsel in a series of precedent setting cases under both copyright and trademark law in jurisdictions throughout the United States.  She counts among the high profile clients she has represented in copyright infringement litigation Mick Jagger, *NSYNC and most recently, the surviving members of Led Zeppelin in their successful defense against the charge that “Stairway to Heaven” infringed the copyright of the musical composition “Taurus”. 

She provides assistance in developing plans for worldwide exploitation and protection of creative property and regularly advises on the acquisition and sale of rights in entertainment properties. 

Helene is a frequent speaker on copyright and entertainment law, including CLE programs sponsored by the American Bar Association Forum Committee on the Entertainment and Sports Industries, the Practicing Law Institute (PLI), the Defense Research Institute and the Copyright Society of the United States, among others.  She has been recognized by Best Lawyers® in the field of Copyright and Super Lawyers in the field of Entertainment.

Helene is a cum laude graduate of the New York University School of Law, where she was an editor of the Law Review and elected to the Order of the Coif.  She earned her Bachelor’s degree from Smith College, where she was elected to membership in the Phi Beta Kappa Society. 

Ryan Colgan is a Vice President and Deputy General Counsel at NTTA America, Inc., a subsidiary of NTT Communications, its Japanese parent.  Prior to joining NTT America in 2013, Ryan was Senior Corporate Counsel at T-Systems North America (a subsidiary of Deutsche Telekom) for nearly two years.  A graduate of Northwestern University Pritzker School of Law, Ryan started his practice with Fish & Neave in 2001, which later merged with Ropes & Gray LLP, where he remained until 2011.

Ryan’s practice has spanned a number of different areas with a focus on intellectual property (litigation, prosecution, licensing), mergers and acquisitions, telecommunications and IT technology, IT outsourcing, and sports and entertainment.

Stuart Riback is a business litigator who has handled a wide range of high-stakes and novel disputes in the course of his 30-year career, with an emphasis on reaching practical solutions to complex business conflicts. Stuart's practice has taken him to the United States Supreme Court, where he argued a case that helped to define the scope of trade dress protection under the Lanham Act, as well as federal courts of appeal and trial courts all over the country. Cases he litigated led to new rulings on the scope of § 13(d) of the 1934 Act in the Eleventh Circuit and the scope of arbitration clauses in the Delaware Court of Chancery.

Stuart is a 1984 graduate of Columbia Law School, where he was a Developing Editor of the Columbia Law Review. Before entering private practice, Stuart served as a law clerk to Judge Peter K. Leisure of the United States District Court for the Southern District of New York. Stuart is Chair of the Business and Corporate Litigation Committee of the ABA Business Law Section. He publishes and speaks extensively on topics including corporate privileges, cross-border litigation, intellectual property, creditors rights and arbitration.

Willard K. Tom is a partner in Morgan Lewis's Antitrust Practice. He has worked in the antitrust field for more than 35 years, both in private practice and in government.

Will has served in a number of policy positions in government, including:

  • General Counsel of the FTC, where he was the agency's chief legal officer and advisor
  • Deputy Director of the Bureau of Competition of the FTC, where he oversaw nonmerger enforcement, patent-antitrust cases, healthcare, policy development, and the competition enforcement of the FTC's regional offices
  • Head of the Bureau's policy office
  • Counselor to the head of the Antitrust Division of the DOJ, where he had responsibility for intellectual property, vertical restraints, and telecommunications matters
  • One of the two principal drafters of the DOJ and FTC's 1995 “Antitrust Guidelines for the Licensing of Intellectual Property”

Will has been a member of the District of Columbia Federal Judicial Nominations Commission, member of the Council of the American Bar Association's Section of Antitrust Law and Section of Business Law, and member of the American Law Institute and of the Administrative Conference of the United States.  He has spoken at the the Asian Competition Forum; the Organization for Economic Co-operation and Development (OECD); the American Intellectual Property Law Association (AIPLA); the Intellectual Property Owners; FTC/DOJ joint workshops; the International Association for the Protection of Intellectual Property (AIPPI); and various events in London, Brussels, Beijing, Shenzhen, Guangzhou, Hong Kong, Seoul, Taipei, and Tokyo.

Will received his J.D., cum laude, from Harvard Law School in 1979 and his A.B., cum laude, from Harvard College in 1975.

Bruce is the head of the Trial Department in the New York office and Co-Chair of the Firm’s Intellectual Property Litigation Practice Group. His principal area of focus is in the litigation of intellectual property disputes, primarily in the fields of trademarks and copyrights. He has represented numerous companies, both large and small, in the prosecution and defense of claims for trademark and trade dress infringement, trademark counterfeiting, trademark dilution, cybersquatting, copyright infringement and false advertising.

Bruce also focuses on commercial disputes involving intellectual property, with a particular focus on licensing matters. Bruce has represented numerous suppliers and manufacturers of apparel, accessories, jewelry and related items, as well as theatrical producers, publishers and entertainment figures, in commercial cases involving claims for breach of contract, fraud, tortious interference and related causes of action.

Other experience includes counseling regarding various intellectual property matters, the prosecution of applications for trademark and copyright registration, licensing matters, the preparation of rules for contests and sweepstakes, and a broad range of general commercial and contract litigation.


Named one of “America’s Leading Business Lawyers” by Chambers USA (Intellectual Property: Trademark & Copyright), 2010-2017

Recognized as a Leading Practitioner in World Trademark Review 1000 – The World’s Leading Trademark Professionals, 2013-2017

Listed in Best Lawyers in America©, 2005-2017

Listed in New York Super Lawyers, 2006-2017


Columbia Law School (J.D., 1992)

Brown University (B.A., 1988)

David Rabinowitz is a partner in the Litigation Department and a member of the Intellectual Property Department and Legal Ethics and Law Firm Practice Department at Moses & Singer, where he has been a partner since 1985. He handles civil commercial cases of all kinds and in particular both litigates and advises clients on financial industry and intellectual property matters. He is a frequent speaker on ethical issues concerning negotiations. Mr. Rabinowitz has appeared in state and federal courts and in arbitrations throughout the United States.

Mr. Rabinowitz has lectured and participated on panels before the Bar Association of the City of New York, the American Bar Association, the Practicing Law Institute, the Institute of International Banking Law, the Copyright Society of the United States, the New Jersey Intellectual Property Law Association, the National Association of Recording Manufacturers, the Licensing International annual convention, the Professional Education Broadcast Network and the Massachusetts Software Council. He has taught Copyright Law at Seton Hall Law School. He is a member and former trustee of the Copyright Society of the United States. Mr. Rabinowitz has published numerous articles which have appeared in Advertising Age, Entertainment Law Reporter, The Entertainment Publishing and the Arts Handbook, The Bulletin of the Copyright Society of the United States American Lawyer's Corporate Counsel Magazine and The Practical Lawyer.


·      Columbia University School of Law, J.D., 1976, Harlan Fiske Stone Scholar, 1973-1976

·      Massachusetts Institute of Technology, S.B., 1972


·      "New York Resolves In-House Counsel Bar Admission Problem"

·      "Up Close and Professional with New York’s Engagement Letter Rules"

·      "Communications Decency Act"

·      "Non-Traditional Fee Arrangements and Doing Business with Clients"

·      "Everything You Ever Wanted To Know About the Copyright Act Before 1909"

·      "Web Site Story 6-Breakaway Employees Beware"

·      "Web Site Story 5-Emerging Limits to Out-of-State Jurisdiction over Web Sites"

·      "Web Site Story 4-Nationwide Internet Jurisdiction is not Ended by Blue Note"

·      "Web Site Story 3-The Emerging Tort of Domain Name Infringement"

·      "Web Site Story 2-Finding Yourself Subject to Jurisdiction Far, Far Away"

·      "Web Site Story-A Legal Primer for Web Site Owners and Designers"

·      "Copyright Preemption: New York State's Erroneous Interpretation"

·      "Copyright and Trademark Infringement: Current Techniques for Plaintiffs and Defendants"

Presentations – (last 10 years - most recent year for series)

·      2021 and earlier Practicing Law Institute program, "Ethics for the Negotiating Lawyer"

·      2020 and earlier Practicing Law Institute program, "Advanced Licensing Agreements"

·      2020 and earlier Practicing Law Institute program, "Understanding The Intellectual Property License"

·      2019 and earlier Institute of International Banking Law Standby and Guaranty Forum and Law Summit, “Recent Letter of Credit Cases”

·      2016 New Jersey Intellectual Property Law Association, “Cases in Negotiation Ethics”

·      2015 Practicing Law Institute program, “Outsourcing 2015: Sourcing Critical Services”

·      2014, 2012, 2007 Copyright Society of the U.S.A., “Show Me the Money: The Essentials of Valuation of Copyrights in Transactions and Litigation,” "Basic Ethics for the Negotiating Lawyer," "Non-Traditional Fee Arrangements and Doing Business with Clients"

·      2013 National Association of Recording Manufacturers, “Negotiation Ethics”


Lindsey has extensive experience advising clients on intellectual property and technology matters in the context of M&A transactions, IPOs and joint ventures. She also frequently advises clients, on both the customer and supply side, on a wide range of commercial agreements, both in relation to business separations and on a standalone basis. These include IP licenses, supply and distribution agreements, outsourcing contracts and agreements relating to transformational IT projects.

Many of the transactions on which Lindsey advises are cross-border in nature. She is qualified in both the UK and NY, having spent five years working in NYC with her previous firm.

Nick is Associate General Counsel at Verizon Communications in the company’s sourcing and transactional practice group.  Nick maintains a broad, commercial agreement practice at Verizon Communications that involves drafting and negotiating agreements involving advertising, media, software and technology.

Prior to joining Verizon Communications, Nick worked in New York offices of Freshfields Bruckhaus & Deringer and Ropes & Gray / Fish & Neave.  Nick was a member of each law firm’s intellectual property practice group.

Nick received his JD from the University of Notre Dame and his BA (biology) from Rutgers University, magna cum laude.  He is admitted to practice in the states of New York and New Jersey.


Sarah has over twenty years’ experience helping clients protect, enforce and exploit their intellectual property assets and overseeing clients’ general business needs, with particular depth in the creative industries, tech, financial and consumer product sectors.

Sarah has extensive experience in a wide scope of corporate and commercial agreements and transactions involving intellectual property, and assisting with the day-to-day needs of clients. She clears, registers and enforces brand names in the U.S. and internationally. She handles sales and distribution issues, as well as complex licensing matters. She represents clients in Trademark Trial and Appeal Board proceedings and in disputes involving intellectual property, including mobile app and domain name conflicts. She also counsels clients on marketing, advertising, contest and online reputation management issues. Sarah also services clients operating in the creative and entertainment industries, including in areas involving rights exploitation, including U.S.-China film, TV and music related transactions, as well as in the newly-developing cannabis branding area.

Also admitted to practice in Ontario, Canada, and currently qualified as a Foreign Legal Consultant in Ontario, Sarah has extensive experience in Canadian cross-border issues and helping Canadian businesses enter the U.S. market.

Sarah is the head of Dorsey’s New York Trademark Group and the firm’s Creative Industries Industry Group. Sarah is a contributor to Dorsey’s critically-acclaimed IP Blog,, which focuses on legal developments in the world of TradeMarks, Copyrights, and Advertising. was named one of the “Top 50” law blogs by the ABA Journal in 2017.