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Robin Ntoh

Vice President, Aesthetics
Nextech

Robin Ntoh

Vice President, Aesthetics
Nextech

Robin Ntoh

Vice President, Aesthetics
Nextech

The dilemma of whether to list trade secrets continues, with the challenge of balancing litigation readiness with operational burden increasing. This roundtable provides a pragmatic discussion of when to list, when not to, and when a hybrid model may be most effective.

Author:

Jordan D. Grotzinger

Shareholder
Greenberg Traurig, LLP

Jordan D. Grotzinger

Shareholder
Greenberg Traurig, LLP

Author:

David Soucy

Sr. IP Counsel, Global Lead Patent Counsel
SimpliSafe

David Soucy is Sr. IP Counsel and Global Lead Patent Counsel at SimpliSafe. David is an accomplished attorney with several years of experience handling a variety of technology and intellectual property law matters. Throughout his career, he has been dedicated to driving innovation, protecting intangible property, and supporting business growth through strategic management of IP assets.

Having held various roles in both late startups and mature operating companies, David has honed his expertise in patent prosecution, litigation, and client counseling. His professional journey has taken him from overhauling submarines as an engineer with the Department of the Navy to representing Fortune 100 clients in private practice to now serving as a Lead Global Patent Counsel where he develops and implements corporate IP strategies.

Before joining SimpliSafe, David influenced and drove IP strategies at a Fortune 1000 publicly traded technology company. There, he managed an extensive worldwide patent portfolio and streamlined IP management systems to enhance efficiency and augment protections. Due in part to his efforts, the company was recognized by the Intellectual Property Owners Association as one of the top 300 companies for granted U.S. patents.

David holds a Juris Doctorate from the University of New Hampshire Franklin Pierce School of Law and a Bachelor of Science in Mechanical Engineering from the University of New Hampshire. He is admitted to the State Bar of New Hampshire and licensed to practice before the United States Patent and Trademark Office.

David Soucy

Sr. IP Counsel, Global Lead Patent Counsel
SimpliSafe

David Soucy is Sr. IP Counsel and Global Lead Patent Counsel at SimpliSafe. David is an accomplished attorney with several years of experience handling a variety of technology and intellectual property law matters. Throughout his career, he has been dedicated to driving innovation, protecting intangible property, and supporting business growth through strategic management of IP assets.

Having held various roles in both late startups and mature operating companies, David has honed his expertise in patent prosecution, litigation, and client counseling. His professional journey has taken him from overhauling submarines as an engineer with the Department of the Navy to representing Fortune 100 clients in private practice to now serving as a Lead Global Patent Counsel where he develops and implements corporate IP strategies.

Before joining SimpliSafe, David influenced and drove IP strategies at a Fortune 1000 publicly traded technology company. There, he managed an extensive worldwide patent portfolio and streamlined IP management systems to enhance efficiency and augment protections. Due in part to his efforts, the company was recognized by the Intellectual Property Owners Association as one of the top 300 companies for granted U.S. patents.

David holds a Juris Doctorate from the University of New Hampshire Franklin Pierce School of Law and a Bachelor of Science in Mechanical Engineering from the University of New Hampshire. He is admitted to the State Bar of New Hampshire and licensed to practice before the United States Patent and Trademark Office.

Agriculture is often framed as part of the climate problem—but it also holds untapped potential as a scalable carbon removal solution. This session explores how regenerative practices, when paired with robust measurement and market infrastructure, can transform working lands into reliable carbon sinks. We’ll unpack what it takes to move from practice-based claims to verified outcomes, and how companies, farmers, and policymakers can align to unlock agriculture’s role as a true removal engine.  

Author:

Catherine Coteus

VP of Sustainability
Arva Intelligence

Brings over a decade of experience in corporate carbon accounting and decarbonization strategy, with expertise spanning sustainable agriculture, net-zero pathways, climate risk, and corporate climate programs. Advised many global companies on climate strategy.

Catherine Coteus

VP of Sustainability
Arva Intelligence

Brings over a decade of experience in corporate carbon accounting and decarbonization strategy, with expertise spanning sustainable agriculture, net-zero pathways, climate risk, and corporate climate programs. Advised many global companies on climate strategy.

 

Catherine Coteus

VP of Sustainability
Arva Intelligence

Brings over a decade of experience in corporate carbon accounting and decarbonization strategy, with expertise spanning sustainable agriculture, net-zero pathways, climate risk, and corporate climate programs. Advised many global companies on climate strategy.

Catherine Coteus

VP of Sustainability
Arva Intelligence

Catherine Coteus

VP of Sustainability
Arva Intelligence

Brings over a decade of experience in corporate carbon accounting and decarbonization strategy, with expertise spanning sustainable agriculture, net-zero pathways, climate risk, and corporate climate programs. Advised many global companies on climate strategy.

Author:

Barry Golob

Co-Chair
Cozen O’Connor

Barry Golob

Co-Chair
Cozen O’Connor

Author:

Jonathan Gale

Associate Attorney
Cozen O'Connor

Jonathan Gale

Associate Attorney
Cozen O'Connor

Author:

Hon. Mitchell S. Goldberg

Former Chief Judge
United States District Court, Eastern District of Pennsylvania

Hon. Mitchell S. Goldberg

Former Chief Judge
United States District Court, Eastern District of Pennsylvania

Trade secret cases are often won or lost on contemporaneous evidence. This roundtable focuses on how companies build defensible records before any misappropriation is suspected.

Author:

Barbara Fiacco

Partner, Co-Chair, Patent & Trade Secrets Litigation Practice and Intellectual Property Department
Foley Hoag LLP

Barbara Fiacco

Partner, Co-Chair, Patent & Trade Secrets Litigation Practice and Intellectual Property Department
Foley Hoag LLP

Author:

Andrea Merin

Assistant General Counsel - Patents; Team Leader
J&J MedTech

Andrea Merin

Assistant General Counsel - Patents; Team Leader
J&J MedTech

Author:

Elbert Chiang

Vice President, Head, IP
Beam Therapeutics

Elbert Chiang

Vice President, Head, IP
Beam Therapeutics

Mergers and acquisition bring about profound risk for the loss or theft of proprietary information, with he added complications of uncatalogued trade secrets and departing employees with deep process knowledge only increasing these risks. This session will discuss practical strategies that in-house teams are implementing to mitigate these risks and allow for smooth M&A proceedings.

  • Integration of M&A systems to prevent risk during acquisition, and balance restrictive covenants.
  • How to mitigate the risk posed by departing employees with deep process knowledge.
  • Balancing enforcement with workforce mobility and ensuring that morale and professionality is maintained.
  • Strategies for joint development M&A.

Author:

Lana Gladstein

General Counsel
Seaport Therapeutics

Lana Gladstein currently works as a General Counsel for Seaport Therapeutics. She previously worked at APRINOIA Therapeutics as a Group General Counsel. Lana Gladstein attended Northeastern University School of Law.

Lana Gladstein

General Counsel
Seaport Therapeutics

Lana Gladstein currently works as a General Counsel for Seaport Therapeutics. She previously worked at APRINOIA Therapeutics as a Group General Counsel. Lana Gladstein attended Northeastern University School of Law.

Author:

Jonathan Gale

Associate Attorney
Cozen O'Connor

Jonathan Gale

Associate Attorney
Cozen O'Connor

Author:

Vincent Lai

Sr Director, Global IP Transactions & Litigation Counsel
Olympus

Vincent Lai

Sr Director, Global IP Transactions & Litigation Counsel
Olympus

Author:

Kim Jessum

Chief IP Counsel
Heraeus

Kim Jessum

Chief IP Counsel
Heraeus

Author:

Jason Penninger

Senior Corporate Counsel
Premier Inc.

Jason Penninger

Senior Corporate Counsel
Premier Inc.

Beyond legal risk, trade secret disputes can result in catastrophic knock-on effects throughout a business: they can disrupt operations, drain technical teams, and affect investor confidence for years. This fireside chat looks at how in-house teams manage trade secret litigation when the stakes extend far beyond the courtroom.

  • How litigation strategy changes when trade secret disputes become ‘bet-the-business’ matters.
  • Managing discovery scope, technical witness fatigue, and internal disruption over multi-year disputes.
  • Navigating investor relations, disclosure obligations, and activist pressure during ongoing litigation.
  • Decision-making around settlement, arbitration, or escalation when business survival is at stake.

Author:

Rob Rodrigues

Partner
RNA Law

Rob Rodrigues

Partner
RNA Law

Author:

Sheryl Garko

Partner
Orrick, Herrington & Sutcliffe

Sheryl Garko

Partner
Orrick, Herrington & Sutcliffe

Author:

Nicholas Klaiber

Vice President, Senior Associate General Counsel
Capital One

Nicholas Klaiber

Vice President, Senior Associate General Counsel
Capital One

Author:

Jennifer Burdman

Managing Director
Sauvegarder Investment Management (Former Chief IP Counsel/General Counsel at Valo Health)

Jennifer Burdman

Managing Director
Sauvegarder Investment Management (Former Chief IP Counsel/General Counsel at Valo Health)

Strategic collaborations are increasingly central to innovation, particularly in life sciences and technology, where companies rely on partnerships for research, development, and manufacturing. This session explores the trade secret considerations that arise across the full lifecycle of a collaboration, from early discussions and deal negotiation to active partnerships and potential disputes.

  • Trade secret strategy during early deal exploration and negotiating terms that protect the ownership of know-how, confidentiality obligations, and information access.
  • Offensive and defensive considerations when collaborations lead to litigation or misappropriation claims.
  • Managing trade secrets during active collaborations such as joint R&D, licensing, or manufacturing partnerships.
  • Trade secret risks when collaborations fail, including “busted deals,” employee mobility, and disputes over the use of shared know-how.

Author:

Carole Boelitz

VP, Global IP
Schneider Electric

Carole Boelitz

VP, Global IP
Schneider Electric

Author:

Alexandra Lu

Partner
Goodwin Procter LLP

Alexandra Lu

Partner
Goodwin Procter LLP

Author:

Chuck Sholtz

Head of IP
Verdiva Bio

Chuck Sholtz

Head of IP
Verdiva Bio

Author:

Diane Fiddle

General Counsel
Qloo

Diane Fiddle

General Counsel
Qloo

Author:

Kyle Vallecillo

Senior IP Counsel
LG Energy Solution

Kyle Vallecillo

Senior IP Counsel
LG Energy Solution