Damage Apportionment in Patent Infringement Cases: Practical Tips and Strategies Explored
Live Webcast Date:
Thursday, December 12, 2019 from 12:00 pm to 1:30 pm (ET)
Online CLE Damage Apportionment
Join us for this Knowledge Group Online CLE Damage Apportionment Webinar. The past years have seen the Federal Circuit's continuous effort to provide proper guidance on analyzing and apportioning damage claims in patent infringement cases. This area of law is being constantly shaped by recent and notable case decisions such as the case verdicts on Exmark Manufacturing Co. Inc. v. Briggs & Stratton and Finjan Inc. v. Blue Coat Systems, Inc. Thus, practitioners must be well-versed with emerging trends, recent case laws, and proper damage apportionment strategies to accurately capture the value of their client’s infringed product.
In this LIVE Webcast, a panel of key thought leaders and practitioners assembled by The Knowledge Group will provide the audience with an in-depth discussion of the key considerations in apportioning damages in patent infringement cases. Speakers will also present practical tips and strategies to avoid pitfalls in this evolving regulatory climate.
Some of the major topics that will be covered in this course are:
- Patent Litigation: Trends and Statistics
- Notable Cases and Court Verdicts
- Damage Analysis
- Significant Damages Apportionment Strategies
- 2020 Outlook
Agenda
SEGMENT 1:Katherine McGuire, Partner
Woods Oviatt Gilman LLP
- Introduction and review of some case law
Dr. Daniel Werner, Senior Consultant
NERA Economic Consulting
- Overview of apportionment methodologies in reasonable royalty damages. For example, among others:
- Use-based approaches
- Before-and-after approaches
- Regression-based approaches
- Discussion of apportionment based on comparable licenses, including how to identify a comparable license
- Discussion of patent citation analysis as a trending apportionment methodology, including:
- Basic intuition and supporting economics literature
- Potential issues and recent Daubert decisions that have helps shaped this emerging methodology
Dr. Andrew Malec, Partner and Managing Director
O'Keefe
- Overview of the Entire Market Value Rule
- Overview of the topic
- Economic theory behind the Entire Market Value Rule
- Relevant court cases addressing the Entire Market Value Rule
- (e.g., Power Integrations v. Fairchild; Lucent v. Gateway, Rite-Hite v. Kelley)
- Discussion of what the Entire Market Value Rule means for economic experts
Who Should Attend
- Patent Lawyers and Consultants
- Patent Managers
- IP Consultants and Experts
- Patent Holders
- Corporate Counsel
- Accountants
Online CLE Damage Apportionment
SEGMENT 1:Katherine McGuire, Partner
Woods Oviatt Gilman LLP
- Introduction and review of some case law
Dr. Daniel Werner, Senior Consultant
NERA Economic Consulting
- Overview of apportionment methodologies in reasonable royalty damages. For example, among others:
- Use-based approaches
- Before-and-after approaches
- Regression-based approaches
- Discussion of apportionment based on comparable licenses, including how to identify a comparable license
- Discussion of patent citation analysis as a trending apportionment methodology, including:
- Basic intuition and supporting economics literature
- Potential issues and recent Daubert decisions that have helps shaped this emerging methodology
Dr. Andrew Malec, Partner and Managing Director
O'Keefe
- Overview of the Entire Market Value Rule
- Overview of the topic
- Economic theory behind the Entire Market Value Rule
- Relevant court cases addressing the Entire Market Value Rule
- (e.g., Power Integrations v. Fairchild; Lucent v. Gateway, Rite-Hite v. Kelley)
- Discussion of what the Entire Market Value Rule means for economic experts
Online CLE Damage Apportionment
Katherine McGuirePartnerWoods Oviatt Gilman LLP
Katherine H. McGuire is a Partner in the firm and Chair of the Intellectual Property practice group. She has more than 25 years of experience as a registered patent attorney and is a Partner in the firm's Business & Finance Department where she is Chair of the Intellectual Property Practice Group. She has extensive experience in all aspects of U.S. and foreign patent procurement, infringement and validity analysis, freedom-to-operate opinions, competitive surveillance and patent litigation. Her practice further includes negotiating and preparing Intellectual Property agreements including patent and know-how licensing, joint development, technical service, confidentiality and consulting agreement.
Dr. Daniel WernerSenior ConsultantNERA Economic Consulting
Dr. Werner is a CPA and Senior Consultant in NERA’s Intellectual Property Practice, where he provides economic, financial, and statistical analysis to support complex litigation. Dr. Werner has applied his expertise to matters involving economic damages, class certification, and the valuation of product attributes, among other areas. He has also provided expert witness testimony in cases involving allegations of lost profits, lost wages, and fraud.
Dr. Werner’s consulting experience includes analyzing economic issues related to consumer fraud and false advertising, agricultural and mineral production, risk, business valuation, lost wages, financial liquidity and solvency, and anti-competitive behavior, among others.
Dr. Werner has performed rigorous quantitative analysis in a wide range of industries, including consumer retail products, energy and mining, food processing, technology, real estate, and insurance, among others. Prior to joining NERA, Dr. Werner served as an economist at a boutique consulting firm in the San Francisco Bay Area, and analyzed financial data while working at a Big 4 accounting firm. Dr. Werner has also conducted empirical academic research in the fields of energy and environmental economics, presenting his work at several academic conferences and serving as a peer review referee for academic journal publications.
Dr. Andrew MalecPartner and Managing DirectorO'Keefe
Andrew M. Malec, Ph.D. is the firm’s Chief Economist and head of the firm’s Intellectual Property (“IP Practice Group. He has demonstrated expertise economic claim quantification on complex, commercial litigation in as well as providing valuation opinions for corporate planning, financial reporting, taxation, transaction, litigation, and strategic planning purposes. Dr. Malec also has significant experience in providing analysis and litigation advisory services to attorneys and litigators, including but not limited to intellectual property infringement, securities litigation, and shareholder disputes. He has testified in state and federal courts. Dr. Malec is an Editorial Board Member for The Value Examiner and a faculty member for ICLE’s Deposition Skills Workshop. He is a member of the American Economic Association, the Midwest Economics Association, the Western Economic Association International, and the Financial Management Association International.
Online CLE Damage Apportionment
Course Level:
Intermediate
Advance Preparation:
Print and review course materials
Method Of Presentation:
Live Webcast
Prerequisite:
General knowledge of patent litigation
Course Code:
148674
NY Category of CLE Credit:
Areas of Professional Practice
Total Credits:
1.5 CLE
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About the Knowledge Group
The Knowledge Group has been a leading global provider of Continuing Education (CLE, CPE) for over 13 Years. We produce over 450 LIVE webcasts annually and have a catalog of over 4,000 on-demand courses.
Speaker Firms
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Faculty
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Katherine McGuire
Partner
Woods Oviatt Gilman LLP
Partner
Woods Oviatt Gilman LLP
Dr. Daniel Werner
Senior Consultant
NERA Economic Consulting
Senior Consultant
NERA Economic Consulting
Dr. Andrew Malec
Partner and Managing Director
O'Keefe
Partner and Managing Director
O'Keefe
About the Knowledge Group
The Knowledge Group has been a leading global provider of Continuing Education (CLE, CPE) for over 13 Years. We produce over 450 LIVE webcasts annually and have a catalog of over 4,000 on-demand courses.
Woods Oviatt Gilman is a full-service law firm with headquarters in Rochester, NY and offices in Buffalo, NY and Phoenix, AZ, and they are a member of the Meritas global alliance. They represent a broad spectrum of clients, from publicly traded corporations and financial institutions; from high-technology and industrial enterprises to construction firms, and more.
Website: http://www.woodsoviatt.com/
NERA Economic Consulting (www.nera.com) is a global firm of experts dedicated to applying economic, finance, and quantitative principles to complex business and legal challenges. For over half a century, NERA's economists have been creating strategies, studies, reports, expert testimony, and policy recommendations for government authorities and the world’s leading law firms and corporations. We bring academic rigor, objectivity, and real world industry experience to bear on issues arising from competition, regulation, public policy, strategy, finance, and litigation.
Website: https://www.nera.com/
O'Keefe is an award winning, nationally recognized strategic and financial advisory firm specializing in Litigation Support, Turnaround and Restructuring, Strategic Advisory Services, and Enterprise Consulting. We provide solutions to clients experiencing non-recurring or life events that are significant to their growth or profitability. When hands-on guidance and exceptional performance is a must, organizations turn to the expertise and experience of O’Keefe. We’re your partners for success. Our culture of collaboration and problem solving is unmatched. We craft solutions that produce impressive bottom-line results even in the most complex situations.
Established in 2001, the company has locations in Detroit and Grand Rapids, Michigan. For more information visit https://www.okeefellc.com/ .
Website: https://www.okeefellc.com/
Katherine H. McGuire is a Partner in the firm and Chair of the Intellectual Property practice group. She has more than 25 years of experience as a registered patent attorney and is a Partner in the firm's Business & Finance Department where she is Chair of the Intellectual Property Practice Group. She has extensive experience in all aspects of U.S. and foreign patent procurement, infringement and validity analysis, freedom-to-operate opinions, competitive surveillance and patent litigation. Her practice further includes negotiating and preparing Intellectual Property agreements including patent and know-how licensing, joint development, technical service, confidentiality and consulting agreement.
Dr. Werner is a CPA and Senior Consultant in NERA’s Intellectual Property Practice, where he provides economic, financial, and statistical analysis to support complex litigation. Dr. Werner has applied his expertise to matters involving economic damages, class certification, and the valuation of product attributes, among other areas. He has also provided expert witness testimony in cases involving allegations of lost profits, lost wages, and fraud.
Dr. Werner’s consulting experience includes analyzing economic issues related to consumer fraud and false advertising, agricultural and mineral production, risk, business valuation, lost wages, financial liquidity and solvency, and anti-competitive behavior, among others.
Dr. Werner has performed rigorous quantitative analysis in a wide range of industries, including consumer retail products, energy and mining, food processing, technology, real estate, and insurance, among others. Prior to joining NERA, Dr. Werner served as an economist at a boutique consulting firm in the San Francisco Bay Area, and analyzed financial data while working at a Big 4 accounting firm. Dr. Werner has also conducted empirical academic research in the fields of energy and environmental economics, presenting his work at several academic conferences and serving as a peer review referee for academic journal publications.
Andrew M. Malec, Ph.D. is the firm’s Chief Economist and head of the firm’s Intellectual Property (“IP Practice Group. He has demonstrated expertise economic claim quantification on complex, commercial litigation in as well as providing valuation opinions for corporate planning, financial reporting, taxation, transaction, litigation, and strategic planning purposes. Dr. Malec also has significant experience in providing analysis and litigation advisory services to attorneys and litigators, including but not limited to intellectual property infringement, securities litigation, and shareholder disputes. He has testified in state and federal courts. Dr. Malec is an Editorial Board Member for The Value Examiner and a faculty member for ICLE’s Deposition Skills Workshop. He is a member of the American Economic Association, the Midwest Economics Association, the Western Economic Association International, and the Financial Management Association International.
