Micky Minhas serves as the associate general counsel and chief patent counsel for Microsoft in Redmond, Washington. Mr. Minhas leads the patent group responsible for IP strategy, managing its worldwide patent portfolio and advising on IP issues such as risk avoidance. Since joining Microsoft, Mr. Minhas has led groups of engineering and legal experts in obtaining patent protections, assessing and executing patent acquisition and divestiture opportunities and analyzing patents for strategic purposes to implement IP strategies for Microsoft’s various businesses and licensing programs.
Previously, Mr. Minhas served as vice president of Qualcomm Incorporated, where he worked in IP strategy and served as Qualcomm’s patent portfolio manager.
Jim Pooley, distinguished member of the IP Hall of Fame, is a senior counsel in Orrick’s Silicon Valley office. He is a highly sought-after advisor and trial lawyer in courts and private arbitration. He combines over 35 years as a successful Silicon Valley trial lawyer with deep knowledge of patents and trade secrets, proven leadership of national organizations and five years as a diplomat and manager of the international patent system (PCT). As an attorney, executive, diplomat, teacher and published author, Jim provides a unique perspective and valuable resource for companies deploying IP in complex global markets while facing unprecedented risks to information security.
Jim has been a senior partner at several large firms, where he handled hundreds of trade secret cases and was heavily involved in patent litigation. He was a driving force behind the newly adopted Defend Trade Secrets Act, and testified before the U.S. Senate Committee on the Judiciary as an expert on trade secret law and litigation as the committee weighed the proposed legislation. In 2009, the White House appointed Jim Deputy Director General of the World Intellectual Property Organization, an agency of the United Nations, where he was responsible for the international patent system.
Duff & Phelps
Pauline Booth is a managing director of the Disputes and Investigations practice. Her practice is focused on the analysis of damages related to commercial disputes and intellectual property infringement matters, fraud investigations, forensic accounting issues and the assessment of license and contract compliance.
Based in Boston, Pauline primarily focuses on both contentious and non-contentious intellectual property issues. She has served as a testifying and consulting expert on damages in IP infringement and licensing disputes in various dispute forums, including in International Arbitration. She has dealt with matters governed by US, English and Swedish law. She also serves as Independent Accountant under Settlement Agreements resolving IP infringement and licensing disputes.
She assists owners of intellectual property to protect and maximize the benefits of licensing. She works with clients to assess the risk of IP and revenue leakage in IP portfolios, performs royalty audits to identify both monetary and non-monetary compliance issues. She has valued IP in bankruptcy and licensing situations and has assisted transaction negotiations and strategy.
Marta is a partner with PacTech Law, a boutique law firm specializing in intellectual property, including patent licensing, policy and litigation. Prior to that, she was vice president, legal, at Aruba Networks, where she was chief IP and chief litigation counsel. Before that, Marta was senior director, legal services, at Cisco Systems, Inc., responsible for worldwide intellectual property litigation. She began her in-house career at Applied Materials, Inc., where she was senior director, litigation. Marta has also practiced law at what was then known as Pillsbury Madison & Sutro, Limbach & Limbach, and Fenwick & West. She received her law degree from UC Berkeley’s Boalt Hall School of Law. Marta also holds an M.A. in mathematics from UCLA and a B.A. in mathematics from UC Santa Cruz.
Meph Jia Gui
Global Law Office
As one of the earliest Chinese lawyers to litigate intellectual property (IP) cases, Meph Jia Gui is admitted to practice laws in China and the State of California. With solid work experience at leading law firms in China for years, he represented multinationals in relation to enforcement, acquisition and licensing of trademark, copyright and Internet related matters, patent, trade secret and domain names. He advises on various IP matters in China relating to the creation, exploitation and protection of IP rights, including contentious and non-contentious matters.
Meph is the first Chinese lawyer becoming an arbitrator of the World Intellectual Property Organization. Meph was invited by the Ministry of Science and Technology of China as an IP expert to make expert appraisal on State-sponsored national technology projects. As an IP expert listed in the first IP Expert Pool of the Ministry of Industry and Information Technology of China, he is one of the very few lawyer-experts invited by the Supreme People's Court and the Ministry of Commerce of China to provide IP legislation opinions. Meph is also an adjunct lecturer of Peking University Law School, and has been invited to lecture on IP laws by Tsinghua University and Renmin University of China. In addition, Meph is a domain name expert of both Asian Domain Name Dispute Resolution Centre and China International Economic and Trade Arbitration Commission.
Robert Kovacev is a tax partner at Steptoe & Johnson LLP in Washington, D.C. Prior to joining the firm in 2013, Mr. Kovacev was a senior litigation counsel in the United States Department of Justice, Tax Division, responsible for litigating some of the largest and most complex civil tax cases in the nation. Mr. Kovacev worked closely with the Internal Revenue Service’s Large Business & International Division to shape litigation strategy on high-priority tax enforcement issues. Mr. Kovacev now represents taxpayers in complex tax matters including transfer pricing, intellectual property valuation issues, and innovation tax incentives such as research credits, “green” energy credits and domestic production activities deductions. Mr. Kovacev has particular knowledge regarding the IRS’s use of the economic substance doctrine to disallow the tax benefits of transactions that comply with the technical requirements of the tax code.
Alastair McCulloch is a partner at Jones Day, based in its London office. He represents clients in intellectual property matters, focusing on patent litigation and other technology-related litigation. He has a scientific background, having studied natural sciences (chemistry, physics, and cell biology).
Alastair's work covers a wide range of technical areas, including pharma, biotech, electronics and software . His patent litigation is often multi-jurisdictional, and he works closely with his colleagues to bring an integrated approach to UK litigation, EPO oppositions and parallel national litigation, both in other European jurisdictions and in the US and elsewhere.
He is experienced in litigating before the English courts (including the Patents Court, the Court of Appeal, and the Intellectual Property Enterprise Court), the EPO, and in arbitration where he has acted in ICC, LCIA, Uncitral and ad hoc arbitrations.
Alastair lectures frequently on patent and other IP matters. He is recommended in the Chambers, Legal 500, IAM Patent 1000, London Super Lawyers and LMG Life Sciences directories.
Track One: Valuation and M&A
Duff & Phelps
David Ball is a managing director in the Atlanta office and part of the Valuation Advisory Services business unit. He has 8 years of experience in valuation and financial advisory services.
David has extensive experience in performing valuations of businesses and assets for financial reporting, tax, and mergers and acquisitions purposes. He has performed valuations for purchase price allocation (ASC Topic 805), impairment testing (ASC Topic 350), stock-based compensation (ASC Topic 718), domestic and international tax planning, estate and gift tax and litigation support purposes. David has also valued a wide variety of intangible assets including: proprietary technology, in-process research and development, customer relationships, trade names, franchise rights, Federal Communications Commission licenses, contractual relationships and assembled workforce.
Duff & Phelps
Janine Salyards is a managing director in the Boston office and part of the Valuation Advisory Services business unit. She has more than 15 years of experience in valuation and financial services.
Janine’s areas of expertise include corporate finance, business valuation, intangible asset valuation and purchase price allocation. Her industry experience includes: high technology, medical devices and pharmaceutical, professional services, retail, consumer products and biotechnology.
Duff & Phelps
Glen Kernick joined Duff & Phelps in 2005. He is a managing director and the Silicon Valley office practice leader. He is also the firm’s global technology industry leader and part of the Financial Reporting practice. Glen has more than 17 years of experience in financial analysis and valuation for technology clients.
Prior to joining Duff & Phelps, Glen was a managing director with Standard & Poor's Corporate Value Consulting. He also held director and manager positions with PricewaterhouseCoopers and Price Waterhouse. Glen began his career in technology licensing and lending. Today he specializes in managing valuation engagements for clients ranging from private start-ups to Fortune 50 companies.
Pagemill Partners, a division of Duff & Phelps
Kevin Iudicello is a Managing Director at Pagemill Partners, a Duff & Phelps business. Kevin brings more than 18 years of experience as both an entrepreneur and investment banker. He specializes in wireless, Internet and infrastructure software transactions and has closed more than $2B in M&A and financing transactions involving companies including Microsoft, Oracle, IBM, Research in Motion and SAP.
Previously, Kevin spent six years doing software-focused M&A work at SVB Alliant / Alliant Partners while managing the firm's wireless practice. Prior to SVB Alliant, Kevin was a manager with Arthur Andersen's investment banking practice, where for three years he focused on executing M&A and placement transactions in technology and other sectors.
President and CEO
President and CEO David Jarczyk developed ktMINE from idea to conception and beyond. Under his leadership, ktMINE has grown from a royalty rate database provider to an all-encompassing IP databases provider. David’s expertise in transfer pricing services, intellectual property valuations and competitive intelligence analysis has been paramount to the success of the company.
David received his M.B.A. and B.S. in Economics and Finance from DePaul University. He is a member of Licensing Executive Society, Strategic and Competitive Intelligence Professionals, and American Bar Association. For the last five years, he has been named to the IAM Strategy 300 – The World’s Leading IP Strategists. He regularly presents for organizations and contributes to publications such as The Strategic and Competitive Intelligence Professionals, Licensing Executive Society, Les Nouvelles, Bloomberg BNA, Institute of Continuing Legal Education, Intellectual Asset Management, American Institute of Certified Public Accountants, Boston University School of Law, International Tax Review, Organisation for Economic Co-Operation and Development, Texas A&M University Business School, DePaul University Business School, Canadian Institute of Chartered Business Valuators and American Society of Appraisers.
Senior Director Corporate Development - M&A
Jeff Whittle provides over two decades of legal experience to clients in the energy and high-tech industries. He advises on strategic and complex technology transactions, licensing, patent protection, portfolio analysis, and other contentious and transactional intellectual property matters including inter partes reexaminations, post-grant reviews, and derivation proceedings, among other disputed cases. He has been recognized by Chambers USA, Best Lawyers in America, and The Legal 500 United States, among others, for his long career focused on law and intellectual property. He is a frequent speaker and author, nationally and internationally, on various intellectual property/licensing/technology topics. Recently he was recognized with the 2015 Distinguished Service Award from the University of Houston Law Center.
Jeff is the current president of the Licensing Executives Society (LES) for the USA and Canada (2015-2016) and has served on the LES Board for over five years. Jeff also has served on M.D. Anderson Cancer Center's Technology Review Committee, IP Law360's Advisory Board, and Wake Forest University School of Law's Board of Visitors. Legal and professional association memberships include the American Intellectual Property Law Association, Federal Circuit Bar Association, and Institute for Electrical and Electronic Engineers. Jeff is a member of the Texas Bar College and is a certified licensing professional.
Track Two: Tax and Transfer Pricing
Duff & Phelps
Susan Fickling-Munge is a managing director in the Chicago office of Duff & Phelps. She is a member of the Transfer Pricing practice, leveraging more than 15 years of transfer pricing and valuation experience. Susan has worked closely with global companies in a vast range of industries, assisting them with transfer pricing planning, documentation and defense.
Susan has extensive experience in international and multistate tax planning projects, employing various transfer pricing techniques to help support her clients’ tax strategies. She has also assisted clients on unilateral advance pricing agreements. She has helped to develop real options models and valuation techniques to support complex transfer pricing and tax structuring scenarios.
Duff & Phelps
Robert Herman joined Duff & Phelps in 2005. He is a managing director in the Chicago office and national leader of the Property Tax practice. He has more than 24 years of experience in property tax consulting.
Prior to joining Duff & Phelps, Robert was a senior manager at Deloitte & Touche, leading the Complex Properties practice for the central United States. He also was an executive vice president with Real Estate Analysis Corporation, a valuation and consulting firm in Chicago. He has provided valuation appeals, negotiations, pre- and post-acquisition due diligence, real estate transfer tax analysis, litigation support, personal property compliance and property tax exemptions. Robert advises owners of complex properties and multi-jurisdictional portfolios from a variety of diverse industries.
Duff & Phelps
Sanjeev Kumar is a director in the Los Angeles office and is part of the Transfer Pricing practice. He has 11 years of experience in private practice. Sanjeev has developed a broad background in the related areas of business, law and taxation. He has extensive experience in international tax planning, documentation and controversy in a variety of industries including real estate, retail, apparel, consumer goods, restaurants, entertainment, pharmaceuticals, technology, construction and auto-parts, among others.
Prior to joining Duff & Phelps, Sanjeev was a consultant and a Senior Manager with Ernst & Young LLP. He has performed the initial analysis, audit defense and dispute resolution for a variety of transfer pricing issues, and represented taxpayers before the IRS on tax controversy matters such as APAs, IRS exams, administrative appeals and MAP cases.
Duff & Phelps
Nate Levin is a managing director and city leader of the Boston Office, part of the Valuation Advisory Services business unit, and the global leader of the tax valuation service line. He has more than 27 years of experience, and focuses on consumer and industrial product companies.
Nate’s areas of expertise include the valuation of business enterprises, debt and equity securities, intangible assets, intellectual property and options and warrants for purposes of financial and tax reporting, intercompany transfer pricing, mergers and acquisitions planning, reorganizations and restructurings, joint venture planning, financing and stockholder litigation.
Duff & Phelps
Wade Owen joined Duff & Phelps in 2016 as a director who provides global transfer pricing services to organizations ranging from Fortune 100 companies to start-up businesses. He has particular expertise in pharma/ biotech, technology, and financial services clients. Drawing on his experience in his prior roles as a Big 4 professional and in-house practitioner, Wade helps clients navigate the challenging transfer pricing environment from periodic compliance and documentation through complex transfer pricing issues.
Wade has experience with audit and controversy management, cost sharing and intangible property migration, tax planning related to global transfer pricing policy transformation, ASC 740-10/FIN 48, and audit defense and dispute resolution. He has participated in advance pricing agreement and competent authority requests for seven countries and prepared transfer pricing planning analyses and documentation in 60 countries across Europe, Africa, the Middle East, Asia and Latin America.
Duff & Phelps
Simon Webber joined Duff & Phelps in 2012 as a managing director who provides global transfer pricing advice to organizations that range from Fortune 500 companies to start-up businesses. He has a particular focus on the Silicon Valley and Bay Areas. Drawing on his experience as both a Big 4 professional and an industry expert, Simon helps clients with cost sharing and intangibles transfers. He also helps with all aspects of transfer pricing planning, documentation, FIN 48, controversy and advanced pricing agreements.
Prior to joining Duff & Phelps, Simon worked for Ceteris. He is an international transfer pricing expert whose North American, European and Asian experience provides a solid platform for supply chain restructuring and worldwide transfer pricing documentation projects for clients in the high-technology sector – including computer, software, semiconductor, internet, telecommunications, solar energy, medical devices, and emerging technology industries. He also has industry experience in consumer brand products, retail, pharmaceutical, logistics, beverages, metals and mining, and biotech.
Barton W. S. Bassett counsels Silicon Valley-based and global multinational technology companies on international tax planning for the outbound operations of US companies and inbound operations of foreign companies. Barton advises clients on structuring M&A, internal restructurings and operations, joint ventures, external and internal financings, and transfer pricing matters, including the transfers and licenses of IP. He represents clients in audits and appeals before the IRS. He also negotiates APAs and prefiling agreements for large and international companies seeking to avoid potential issues with US tax regulations.
Barton received his J.D. (magna cum laude) from the University of California, Hastings College of the Law, and his B.A. (with honors) from the University of California, Davis. Chambers USA: America’s Leading Lawyers for Business listed Barton from 2010 to 2016. Barton is also listed in The Legal 500 US for Finance: Not-for-profit (2015-2016). He serves as a member of Law360’s tax editorial advisory board and teaches an LL.M. course on international taxation at Golden Gate University in San Francisco. He also lectures to professional and industry groups on topics relating to provisions of Subpart F, foreign currency, dual consolidated losses, the application of business purpose standard, transfer pricing, and double taxation conventions.
Gregory Hartker focuses his practice on domestic and international corporate and partnership tax issues, as well as on investment fund structuring and representing investors in such funds. Gregory represents clients in both taxable and tax-deferred mergers and acquisitions, public and private issuances of debt instruments, and partnership and LLC structuring and operating issues. His international tax background includes matters involving Subpart F, PFIC, foreign tax credits, withholding, treaty issues, cost sharing, and cross-border transfer pricing. He advises on the tax aspects of financial instruments, including notional principal contracts and other derivative products. He also counsels multinational technology companies on international tax planning for their business operations including structuring outbound transfers and licenses of intellectual property as well as related transfer pricing issues.
Gregory lectures for professional and industry groups on various topics relating to the provisions of Subpart F, foreign tax credits, and various provisions under Subchapter C. He holds degrees from Georgetown University Law Center (LL.M., with distinction), Duquesne University School of Law (J.D.), Duquesne University (M.B.A., with honors) and Kalamazoo College (B.A.). Prior to joining Morgan Lewis, Gregory was a partner in the tax practice of another international law firm in San Francisco.
Cardinal Health, Inc.
Lynne Froling has 20 years tax experience in tax, specializing in state and local tax. She has experience in state income and franchise tax, sales and use tax, economic development incentives, and unclaimed property matters. At Cardinal Health, Ms. Froling is responsible for Global indirect tax compliance and audits, unclaimed property and domestic state tax planning. She also is responsible for FAS 5 and FIN 48 matters.
Ms. Froling has worked for Vorys, Sater, Seymour and Pease LLP in Columbus and KPMG LLP in their Detroit and Columbus offices, as well as KPMG’s National Tax Practice in Washington, D.C. She also worked for the local accounting firm of GBQ. Ms. Froling has spoke on various tax topics over the years at the Ohio Tax Conference, Ohio Society of CPAs, President’s Advisory Committee, Columbus Association of Tax Professionals, ICLE and Lorman Education Services. She was published in The Marketer Magazine in 2004 with articles, “Ohio Sales Tax Reminders for C-Store Retailers: What Has Changed?” and “Soy Diesel: Tax Friend or Foe?” She also contributed written materials for Georgetown University Law Center’s Advanced State and Local Tax Institute, May 2002 in Washington, D.C., which was published in State Tax Today, “Current Sales and Use Tax Developments,” 2002 STT 179-3 (August 5, 2002).
Ms. Froling is a member of Cardinal Health’s Women Initiative Network and graduated from their program, Women Leading Chang, in July 2014. This year she was recognized by Deloitte as part of its Wise Women program. Previously, Ms. Froling was a Board Member of Easter Seals Central and Southeast Ohio, Inc. She received her BBA in Accountancy (magna cum laude) from Western Michigan University, and her JD and MBA from University of Detroit Mercy. She received her LLM in Taxation from Wayne State University. Ms. Froling has two children and is an avid runner and triathlete.
Track Three: IP Licensing, Litigation and Strategy
As CEO, Josh leads strategy and operations for Lex Machina and is a thought leader on intellectual property trends and leveraging technology to improve the practice of law. Previously, Josh was part of the founding team of Dice.com and ran corporate development at Agile Software (sold to Oracle). He was a venture capitalist at Redpoint Ventures and then a founding general partner of New Cycle Capital. He also worked at McKinsey & Co. and Netscape.
Josh runs Startup2Startup, an entrepreneur dinner/discussion group, and is active with the Stanford Angels and Entrepreneurs. He chairs the Full Circle Fund, a coalition of technology and business leaders that collectively funds and supports leading social entrepreneurs. Josh received a joint J.D./M.B.A. from Stanford University and a B.A. from Williams College.
Vice President, Insurance
Kimberly Klein Cauthorn is Vice President of Insurance Operations for RPX Insurance Services where she is responsible for claims and also assists with developing and selling the insurance products offered by RPXIS.
She has over 28 years of experience in law firm, academic, consulting, in-house legal, and insurance environments. She has developed intellectual property (IP) risk management solutions including insurance, and assisted clients with managing the costs and risks of IP litigation. Prior to joining RPX, she was instrumental in building the IP insurance claims divisions for two other IP insurance programs that were supported by Lloyd’s of London. Ms. Cauthorn has written and spoken extensively on patent insurance, licensing, and monetization topics. She earned her JD with distinction from St. Mary’s University School of Law and her BA in Plan II/English Honors with high honors from the University of Texas at Austin.
Vice President, Transactions and Legal Affairs
Joan Eggert is a Vice President of Transactions and Legal Affairs at Coherus BioSciences. Prior to her role at Coherus, she served as Associate General Counsel at Amgen where she was responsible for the management of strategic alliances and the negotiation of collaboration, licensing and other transactions central to key company businesses. Joan received her J.D. at Chicago-Kent College of Law.
Foley Hoag LLP
Barbara Fiacco, a Partner at Foley Hoag LLP, handles complex intellectual property and business disputes. Her technology-related practice focuses on the life sciences, including recombinant DNA, therapeutic proteins and antibodies, small molecule compounds, drug delivery, molecular diagnostics, and medical devices. She has successfully litigated patent, trade secret, and inventorship disputes for global pharmaceutical and biotechnology companies, medical device manufacturers and research institutions. Barbara has served as Chair of AIPLA’s Committee on Legislation and is AIPLA’s incoming Second Vice President. She is recognized as a leading IP lawyer in the Best Lawyers in America, IAM Patent 1000, Managing Intellectual Property’s IP Stars and Top 250 Women.
Senior Corporate Counsel
T-Mobile USA, Inc.
Alice Garber is a Senior Corporate Counsel at T-Mobile USA, Inc. in Bellevue, WA. As an engineer and patent litigator, Alice has over 16-years of experience in high-tech law. A previous partner of Kirkland and Ellis LLP in San Francisco, Alice now advises T-Mobile on a full-range of patent and intellectual property issues, involving litigation, assets and transactions.
Matthew Gubiotti is a Corporate Counsel at Google, where his current role focuses on patent acquisitions and licensing. Prior to this year, Mr. Gubiotti spent five years as a Litigation Counsel at Google, where he defended Google products in patent litigation in the United States and Germany. Prior to joining Google, Mr. Gubiotti worked for Cooley LLP representing high-technology clients in patent litigation throughout the country, including trials in the Eastern District of Texas, the Northern District of California and before the International Trade Commission.
Mr. Gubiotti received his J.D., with honors, from The George Washington University Law School. At George Washington, Mr. Gubiotti completed an externship with the Honorable Randall R. Rader, now Chief Judge of the Court of Appeals for the Federal Circuit. He holds a B.S. in Materials Engineering from Northwestern University.
Leeron Kalay is a Principal in the Silicon Valley office of Fish & Richardson. His practice emphasizes patent litigation in a number of technology fields. In addition to handling litigation matters, Mr. Kalay counsels clients’ patent-related matters including portfolio analyses for acquisition or assertion, IP-related due-diligence, and other pre-litigation activities. Mr. Kalay has successfully represented a variety of clients in the software, wireless, semiconductor, medical device, and turbocharger industries.
Mr. Kalay previously served as a Legal Clerk at the United States Attorney’s Office for the Northern District of California (2002). He has been named a Northern California Rising Star in Intellectual Property Litigation by Super Lawyers since 2010.
Quinn Emanuel Urqhart & Sullivan, LLP
Alex Lasher is a partner in the Washington, D.C. office. Described by IAM Patent 1000 as a “rising star,” Mr. Lasher’s practice focuses on intellectual property litigation in federal district court, the United States International Trade Commission and United States Court of Appeals for the Federal Circuit. Mr. Lasher has represented complainants, respondents and third parties in more than sixty Section 337 investigations. Mr. Lasher is a member of the ITC Trial Lawyers Association and has been an editor for the Paul J. Luckern summer associate edition of the 337 Reporter.
Sonal Mehta has litigated high-stakes patent and technology disputes on behalf of clients ranging from startups to the Fortune 50, across a wide range of industries, from semiconductor to cellular to video game technologies. Her experience spans all aspects of trial and appellate practice, including federal jury trials, state court jury and bench trials, International Trade Commission investigations and commercial arbitrations.
Sonal has been recognized by Chambers USA, Managing IP, Benchmark Litigation and IAM Patent 1000, among others, as a leader in both legal and technology circles. She is a frequent speaker on patent litigation topics, and serves on the Board of Directors of the Federal Circuit Bar Association and of the Northern District of California's Practice Program. Prior to joining Durie Tangri in 2015, Sonal was a partner in Weil, Gotshal & Manges’ patent litigation practice and served as a law clerk to the Honorable Paul R. Michel of the US Court of Appeals for the Federal Circuit. She graduated from UC Berkeley’s Boalt Hall School of Law, where she currently teaches patent litigation, and received a B.A. with honors from UC Berkeley.
Duff & Phelps
Julia is a director in the Chicago office of Duff & Phelps and is part of the intellectual property practice. Julia has a unique blend of public policy, valuation, and litigation experience relating to intellectual property. In a wide range of settings—including licensing negotiations, business strategy, financial reporting, the International Trade Commission, Federal Court, State Court and Arbitration—Julia has performed business and asset valuations, economic and financial analyses, and licensing-related consulting services. Her industry experience includes cable and satellite, computer hardware and software, e-commerce, pharmaceuticals, and telecommunications.
Julia has served as a consultant through trial and jury verdict in a number of high-profile cases involving patent infringement, copyright infringement, and theft of trade secrets. She has extensive experience analyzing international trade issues (including public interest, domestic industry and bonding), lost profits, reasonable royalties, and unjust enrichment damages. Julia has also valued privately-held interests and has served in a variety of commercial litigation matters involving breach of contract, securities and corporate fraud.
Prior to joining Duff & Phelps, Julia was a consultant at Charles River Associates. She has a bachelor’s degree in business administration from the University of Michigan and a master of accountancy degree from DePaul University. Julia is a registered CPA in Illinois.
Duff & Phelps
Sheri is a director in the Houston office of Duff & Phelps and is part of the Intellectual Property practice. Sheri has more than ten years’ experience consulting on financial, economic and technology-related issues in both the context of litigation, as well as non-litigation licensing and valuation advisory services.
Sheri has performed business and asset valuations, economic and financial analyses, and provided licensing-related consulting services in a wide range of settings—including licensing negotiations, business strategy, financial reporting, Federal Court, State Court, Bankruptcy Court, and the International Trade Commission. Sheri has also served as a consultant through trial and jury verdict in a number of high-profile intellectual property cases involving patent infringement and theft of trade secrets. She has extensive experience analyzing lost profits, reasonable royalties, and unjust enrichment damages. Sheri has also valued privately-held interests and has consulted in a variety of commercial litigation matters involving breach of fiduciary duty, breach of contract, securities, and corporate fraud.
Her experience spans multiple industries and sectors, across domestic and international markets, with an emphasis on: telecommunications, Wi-Fi (802.11 and Bluetooth standards), semiconductors, computer hardware and software, e-commerce, online media, healthcare, manufacturing, energy, and oil and gas. Sheri received a B.B.A. in finance from Texas A&M University, where she graduated with honors.
Maliha is a senior associate in the San Francisco office of Duff & Phelps and is part of the intellectual property practice. Maliha’s prior experience includes litigation matters involving derivative valuation, investment strategy analysis, economic damages, and mutual funds fee analysis. Prior to joining Duff & Phelps, Maliha was an associate at Steve Pomerantz, LLC. She has a Bachelor of Arts degree in economics from the University of California, Irvine and a Master of Science in Actuarial Science with a minor in Finance from the University of Nebraska, Lincoln.
Please check back and stay tuned for an updated list of confirmed speakers.
- Alternative Asset Advisory
- Compliance and Regulatory Consulting
- Disputes and Investigations
- ESOP and ERISA Advisory
- Fairness Opinions
- Legal Management Consulting
- M&A Advisory
- Real Estate Advisory Group
- Restructuring Advisory
- Solvency Opinions
- Tax Services
- Transaction Advisory Service
- Transaction Opinions
- Consumer, Retail, Food and Restaurants
- Energy and Mining
- Financial Services and Asset Management
- Healthcare and Life Sciences
- Media and Entertainment
- Real Estate
- Technology and Telecom
- Alternative Assets
- Compliance and Regulatory
- Cost of Capital
- Disputes and Investigations
- Goodwill Impairment
- Legal Management
- Risk Premium
- Transfer Pricing
- Transaction Opinions
- Latin America
- U.S. / Canada