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License Executive Society USA & Canada

Trade Secrets: Important Lessons for Management

  • 19 Sep 2018
  • 11:30 AM - 2:00 PM

Trade Secrets: Important Lessons for Management
September 19, 2018
Crowne Plaza Hotel, Palo Alto, CA
11:30 a.m. – 12:30 p.m. – Registration & Networking Lunch
12:30 p.m. – 2:00 p.m. – Program

Thank you to our sponsor:

James Pooley
Justin Lewis


Data in various forms, along with innovative business models and strategies, form the core assets of most business. Protecting this information from loss and contamination is a critical responsibility of management. This discussion, led by Silicon Valley veteran Jim Pooley, and Justin Lewis, Ocean Tomo, will draw lessons from recent cases like Waymo v. Uber and a $706 million verdict in Texas.

Topics to include:

  • Three factors affecting “reasonable efforts” to protect confidential information
  • Major areas of information security risk and how to reduce them
  • How to create and sustain an effective program that aligns with existing company processes

James Pooley’s storied career mirrors the development and innovation of Silicon Valley. He began in Palo Alto in 1973 trying commercial cases, primarily fights between startups over proprietary technology. He was a senior partner at several large firms where he focused on trade secret and patent litigation. In 2009, he was appointed by the White House to become Deputy Director General of the World Intellectual Property Organization, an agency of the United Nations, and was responsible for the international patent system (PCT). Upon returning to Silicon Valley, he completed “Secrets: Managing Information Assets in the Age of Cyberespionage,” which is about the increasing difficulty of keeping corporate information private in a hyperconnected world. In his private practice, he serves as a trusted advisor and co-counsel to legal departments and law firms on IP litigation and strategy, and conducts pre-litigation investigation and analysis of domestic and multinational IP issues, drawing on his global experience. He helps design and improve information security strategies and programs for companies, including trade secret risk analysis, protection systems, training, and crisis response. He frequently works in conjunction with cybersecurity professionals to limit risks to key corporate assets.

Justin Lewis is Managing Director in Ocean Tomo’s Expert Services practice, San Francisco office Risk Management and License Compliance practices. He is an experienced expert who has testified in both federal and state court. Justin has over 20 years of consulting experience including the analysis and quantification of economic damages arising from patent, trademark, trade secrets, copyright infringement and breach of contract in over a hundred matters. Prior to joining Ocean Tomo, Justin worked at StoneTurn and Deloitte & Touche in their respective dispute practices. He is an experienced forensic accountant, conducting investigations in securities litigation matters including matters involving fortune 500 companies. He is a Certified Public Accountant in California, Certified Valuation Analyst, Certified in Financial Forensics.

Moderator: Mark Holmes is the founder and CEO of PatentBridge LLC, a privately held technology development firm in Silicon Valley that specializes in bringing to market select patented technologies covering extraordinary software and Internet-related breakthroughs. PatentBridge has sold a single patent for more than $4,000,000. He is also the CEO and Co-Founder of RavenWhite Security, Inc. which was selected as one of the top 10 security startups worldwide at the RSA Conference. Mark has advised such technology savvy entities as Visa, Sony, Applied Materials, University of California at Berkeley as well as many startups and was named to the IAM Strategy 300 – The World’s Leading IP Strategists.

CLE: 1.5 hours CLE credit available.

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