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Open Source and Free Software 2014

Speaker(s): Adam G. Cohn, David Marr, Duane R. Valz, Gabriel K. Holloway, Gwyn Firth Murray, Harrison "Buzz" Frahn, Heather J. Meeker, Jason S. Buttura, Jilayne Lovejoy, Jim Jagielski, Karen F. Copenhaver, Kat Walsh, Lawrence Rosen, Luis Villa, Marc G. Visnick, Mitch Segal, Pamela Chestek
Recorded on: Dec. 10, 2014
PLI Program #: 51553

Karen F. Copenhaver is a partner in Choate, Hall & Stewart LLP's Business & Technology Group. Her practice focuses on technology transfer and licensing of intellectual property, particularly in the areas of software licensing and open source business models. Karen is the Director of Intellectual Property Strategy for the Linux Foundation, a nonprofit consortium dedicated to fostering the growth of Linux, and serves as an advisor to Black Duck Software, Inc., where she was instrumental in establishing automated methods of software compliance management as an industry best practice. Before joining Black Duck, Karen was a partner in the Patent and Intellectual Property Group of Testa, Hurwitz & ThibeaultLLP from 1994 through 2004. She began her legal career in 1979 at IBM Corporation and served as, among other positions, site counsel for the IBM Microelectronics Division, Semiconductor Design and Manufacturing facility in Essex Junction, Vermont. She was a Partner at Brown & Bain LLP in Phoenix, AZ and Palo Alto, CA from 1991 through 1994. Karen has served as an adjunct professor at Suffolk Law School in the field of Computer Law, lectured at Suffolk's Advanced Legal Series conferences on copyright law and sophisticated licensing issues, and served as chair for the Practicing Law Institute's annual conference on Structuring, Negotiating and Implementing Strategic Alliances.

Karen is a frequent speaker on issues relating to technology licensing and open source software. Karen Copenhaver is listed in The International Who's Who of Internet & e-Commerce Lawyers, Chambers USA, Best Lawyers in America and as a Massachusetts Super Lawyer. She has been named the 2012 Boston "Lawyer of the Year" for Information Technology Law by Best Lawyers and was also named in The Legal 500 for technology transactions. Ms. Copenhaver is only the 5th lawyer ever to receive Mass High Tech's prestigious "Mass High Tech All-Stars Award," which honors the thought leaders and innovators throughout the New England technology sector. She has been chosen by Intellectual Asset Management magazine as one of the world's top IP strategists in their feature "lAM 250-A Guide to the World's Leading IP Strategists." She has also been named a top patent and technology licensing practitioner in "lAM Licensing 250" and a world's leading patent practitioner in "lAM Patent 1000."

Ms. Copenhaver is also director of intellectual property strategy for the Linux Foundation.

Position/Title: Lead Counsel, Open Source Licensing & Technology

Firm or Place of Business: Cisco Systems, Inc.

Primary Areas of Practice: Open Source Licensing, Technology Transactions, Intellectual Property

Law School: Northeastern University School of Law

Professional Memberships: State Bar of California (2008)

Work History: Jason S. Buttura is Lead Counsel at Cisco Systems, Inc., where he is the primary attorney and subject matter expert on all Open Source issues company-wide. Mr. Buttura also spends time on other IP and software licensing issues across Cisco, and on general product counseling and transactional matters as the business unit attorney for Cisco’s cable routing group. In 2014, Mr. Buttura won Cisco Pioneer and Cisco Legal Barbarian Awards for driving innovations to Cisco’s Open Source approach. In addition to his work with PLI, Mr. Buttura presents at Open Source conferences and is a frequent contributor to Linux Foundation initiatives like Open Chain and SPDX.

Before Cisco, Mr. Buttura was the Senior Intellectual Property Analyst at Wind River Systems, Inc., a software subsidiary of Intel, Inc. At Wind River, Mr. Buttura focused on a wide range of software licensing and Open Source issues, worked closely with product engineering teams, and studied ‘C Programming’ at UC Berkeley Ext., earning a 4.0 GPA while working full-time.

Mr. Buttura is a graduate with honors from Syracuse University (B.A., 2004) and Northeastern University School of Law (J.D., 2008). While at Northeastern, Mr. Buttura interned for a private practice litigation firm, The United States Attorney’s Office, and the Honorable Claudia Wilken of the United States District Court, writing orders resolving motions before the court, including cases on trademark infringement (Neilmed v. Med-Systems), cable franchise contracts (City of Oakland v. Comcast), and multi-district litigation (Schultz v. AstraZeneca). Mr. Buttura was also a Constitutional Law Teaching Assistant, co-founded and served as President of the Northeastern Law Entertainment & Sports Law Society, and participated in the trial practice clinic.

Duane Valz is senior patent counsel for strategic IP initiatives at Google. He leads a team managing a variety of projects directed towards present and future risk mitigation, spanning targeted patent development, licensing, acquisitions, standards and open source patent strategy.  For 2015, Duane is named in IAM Strategy 300 – The World’s Leading IP Strategists, the first year that in house practitioners have been included.

Duane has counseled a wide range of emerging growth, private and publicly held companies on IP and technology matters in various capacities.  Before joining Google in 2011, Duane practiced at Chadbourne & Parke LLP, where he was twice named in IAM Strategy 300 – The World’s Leading IP Strategists.  His past experience includes serving as Head of Patent Development at Yahoo! and as Director of Intellectual Property at Quantum Corporation.

He received his JD from the University of California at Berkeley, School of Law where he served as submissions editor of the Berkeley Technology Law Journal. He earned his BA with honors and distinction in general scholarship from the University of California at Berkeley.

Heather Meeker specializes in intellectual property transactions for technology clients.  Her clients cover a range of industries including software, communications, educational testing, computer equipment and medical devices.  She has extensive experience in open source licensing strategies, and in intellectual property matters related to mergers and acquisitions.

Heather is nationally and internationally recognized for her leadership in the field of intellectual property licensing, with Chambers USA, the Legal 500, Best Lawyers in America, and SuperLawyers naming her among the industry’s top lawyers in multiple years. The Daily Journal named Heather to its list of “Top 100 Women Lawyers in California” in 2013, and has named her twice to its list of “25 Top IP Portfolio Managers (Licensing) In California.” Managing IP Magazine’s World IP Handbook and Survey’s named her to its “IP Stars - Top 250 Women in IP” list in 2013. And in 2012, Best Lawyers identified her as its “San Francisco Information Technology Law Lawyer of the Year.”

Ms. Meeker served as an adjunct professor of law at Hastings College of the Law and the U.C. Berkeley School of Law, teaching seminars on technology licensing. Ms. Meeker also served as counsel for the Mozilla Foundation, Open Compute Project Foundation, and other open source organizations.

Ms. Meeker attended Yale College (B.A., Economics, 1979) and Boalt Hall School of Law (J.D., 1994), where she served as the Editor-in-Chief of the Berkeley Technology Law Review in 1993-94.

After graduating from Yale, Ms. Meeker spent twelve years splitting her career between computer engineering and music. Her computer engineering work involved various applications  -- accounting systems to on-line educational testing -- and involved a variety of languages and platforms. Ms. Meeker is conversant in procedural languages such as FORTRAN, BASIC, C and assembler, and in object oriented languages such as C++ and Java.

Prior to law school, Ms. Meeker attended the Grove School of Music, graduating with a certificate in drums and percussion, was a general partner in South Bay Sound rehearsal studios in Gardena, California, and worked at Capitol Records, Inc. in Hollywood as a paralegal assistant to the Vice President and Associate General Counsel.  She worked for EDS/Compusource and Metrocomp, Inc. as programmer/analyst, and for SOI Institute as Data Processing Manager.

Ms. Meeker is the author of two widely used books on technology licensing: The Open Source Alternative, John Wiley & Sons, 2008; and Technology Licensing: A Practitioner’s Guide, ABA, 2010.

Lawrence Rosen is both an attorney and a computer specialist. He is founding partner of Rosenlaw & Einschlag, a technology law firm that specializes in intellectual property protection, licensing and business transactions for technology companies.

In addition to this law practice, Larry also served for many years as general counsel of the non-profit Open Source Initiative (OSI). He currently advises many open source companies and non-profit open source projects, including as member of and counsel to Apache Software Foundation and as a member of the board of directors of Open Web Foundation.

Larry currently serves on the board of directors of International Characters, and on the advisory boards of SpikeSource, Black Duck Software, and Jaspersoft. Larry's book, Open Source Licensing: Software Freedom and Intellectual Property Law, was published by Prentice Hall in 2004. He is a Lecturer in Law at Stanford Law School.

Before he became an attorney, Larry was a computer technologist. He managed computer activities and taught computer programming and data base design at Stanford University, later going into industry where he coordinated the design, development, manufacturing and marketing of data communications products. In addition to helping bring a number of technology companies to profitability, Larry also served for many years as chair and member of the board of directors of Silicon Valley Credit Union, and has helped form and served on the boards of several non-profit charitable and mutual benefit organizations. He received his bachelor's degree from Dartmouth College, went to graduate school in computer science at the University of North Carolina at Chapel Hill, and received his law degree from Santa Clara University. His law firm has offices in Ukiah and Los Alto Hills, California, and on the web.

Larry often publishes and speaks around the world on open source and intellectual property issues.

Mitch Segal is a Senior Director and Associate General Counsel for Software, Cloud & Open Source at Hewlett-Packard Co. (“HP”) at its corporate headquarters in Palo Alto, CA.  Mitch leads a team of HP attorneys who provide legal support for the HP Cloud business and who guide HP business leaders and engineering and product teams across HP on the use of open source technologies in HP products and services and compliance with open source licensing obligations.

Prior to his current role, Mitch was a Director in the Intellectual Property (“IP”) group within HP’s Office of General Counsel.  He led the team of IP transactions attorneys that provided legal support for HP Cloud Services, HP Labs and IP Licensing.  Mitch also served as the senior IP transactions lawyer supporting HP Labs for research collaborations with the U.S. Government and universities and research institutions worldwide.

Prior to joining HP in 2011, Mitch spent more than 10 years as in-house counsel at Sun Microsystems, serving as the lawyer for 3 Executive Vice Presidents, supporting Sun’s Chief Technology Officer, Sun’s largest hardware product group (Volume Servers), and Worldwide Operations (procurement, manufacturing and supply chain).

Prior to joining Sun, Mitch was in private practice for 20 years in Washington, D.C. and the San Francisco Bay Area, providing litigation and counseling services to companies engaged in complex contract matters with military and civilian agencies of the U.S. Government.  He was a partner in the Washington, D.C. offices of Piper & Marbury (now DLA Piper) and Pierson, Ball & Dowd (subsequently acquired by Reed Smith), where he practiced government contract law.

Mitch received his undergraduate degree in history from Yale University and his law degree from the University of Virginia.

Adam Cohn is Senior Counsel at Evernote Corporation.  Adam has lived and worked in the Bay Area since 2000, starting out at Sun Microsystems, and later serving as Legal Director at Cisco, where he owned legal support for the company’s open source licensing policies and practices.  Before moving to the San Francisco Bay Area, Adam spent several years at the Federal Trade Commission in Washington, DC, filing some of the Commission's first internet cases and leading the Commission's telecommunications fraud team.  Adam is a graduate of Harvard Law School and has a BA from Cornell University.

Buzz Frahn is a Partner in the Firm’s Litigation Department. His areas of practice are intellectual property and antitrust.

Buzz has first-chaired multiple jury trials. He has tried numerous complex, high technology cases, including trial wins for Cisco and other clients in patent cases tried to verdict. Buzz regularly represents Cisco, Intel, Qualcomm, SAP, Xilinx, Daiichi Pharmaceutical, Elpida and Human Genome Sciences in patent and other litigation. His antitrust experience includes a number of cases for technology clients, including achieving favorable results for Elpida in criminal and multi district civil litigation relating to the alleged price-fixing conspiracy in the Dynamic Random Access Memory (DRAM) industry. He currently represents Chimei Innolux and Elpida in connection with ongoing investigations and litigation in two of the largest criminal price-fixing investigations in history. Buzz also represents leading investment banks and private equity funds.

For his pro bono work, Buzz received the 2010 Pro Bono Advocate award from Legal Services for Children. Buzz is consistently recognized as a national “Litigation Star” for Intellectual Property by Euromoney’s Benchmark Litigation. He has been recognized by Super Lawyers as a top IP trial lawyer for Northern California in 2011 and 2012.

Buzz began practicing law in Simpson Thacher’s New York office and was one of the founding members of the Palo Alto office in 1999. He received his undergraduate degree from the University of Virginia in 1989 and his J.D. from Vanderbilt University Law School. He is admitted to practice in the state and federal courts of California and New York, in the 2nd, 9th and Federal Circuits, and before the U.S. Supreme Court.

Dave Marr is Vice President, Legal Counsel at Qualcomm Technologies, where he currently leads the open source practice and policy team.  He manages a team of attorneys, program managers, and analysts to deliver strategic advice to the company and its subsidiaries on community licensing practices.  A key portion of Dave’s current focus is on strategic approaches towards leveraging open source, enabling participation in FOSS projects, and optimizing process flows for legal engagement.

Prior to Qualcomm Technologies, Dave led the open source legal teams at Sun Microsystems and Juniper Networks, respectively.  At Sun, Dave was an Associate General Counsel, supporting Sun's Open Source Group, and was responsible for open source licensing strategy, helping Sun build its open source portfolio to eventually include a variety of key industry-enabling technologies including open source distributions of Java, Solaris, and OpenSPARC.  During Dave’s tenure, Sun was noted for its positive engagement with open source communities and for having contributed more code to open source than any other company of its time.

Dave concentrates his practice in the areas of high technology law (software and hardware), emerging intellectual property issues, and open source commercialization strategies.

Gabriel Holloway is an attorney based in Minneapolis Minnesota in Leonard, Street and Deinard's intellectual property/information technology practice group. He has a diverse practice that includes technology transfers, intellectual property licensing, and patent litigation. Gabe's non-legal experience includes software development with C++, C, Java, IDL and Python in Windows, Mac OS and UNIX environments.

Gwyn Firth Murray is founder and principal of the Matau Legal Group, which offers a broad range of commercial, licensing, and other legal services to both start-up and established companies in the high tech and biotech industries in the United States and internationally (see One of the “early adopters” in the legal community with respect to free and open source software issues, she also is co-founder of Open Bar, Inc., a not-for-profit organization focused on legal rights and responsibilities in the world of open source software.

Gwyn has spent over twenty years working as inside and outside counsel to computer hardware, computer software and pharmaceutical companies, including Apple Computer, SGI, and Alza Corporation. While at SGI, she served as the chief lawyer supporting SGI’s Latin America and Canada businesses, where her responsibilities included setting up and equipping subsidiary offices, drafting and negotiating computer sales, service, and support agreements throughout the region, and managing all legal aspects of the regional offices’ businesses. Gwyn was the first lawyer to join VA Linux Systems, Inc. (now“Geeknet”) as internal counsel, and she served as Vice President, Legal Services for VA during its first year as a public company. After leaving VA, she went on to become Vice President and General Counsel of Kanisa Inc., a privately-held software company based in Cupertino, California, before undertaking her own law practice.

Gwyn is a graduate of Stanford University Law School, and also holds an M.A. in Latin American Studies from Stanford University. She obtained her B.A. magna cum laude and with distinction in economics from Yale College. Gwyn is fluent in Spanish and Portuguese.

Jilayne is the Open Source Counsel at ARM, where she advises legal, business, and engineering on open source related issues, provides training, and drives improved processes around the use of open source.  Previously, Jilayne was corporate counsel at OpenLogic, a provider of open source software support, provisioning, and compliance solutions to enterprises.  Jilayne participates in various open source industry groups, including co-leading the legal team for the Software Package Data Exchange® (SPDX), a Linux Foundation workgroup. In her spare time, Jilayne can be found riding her bike(s) or co-hosting the geeky podcast, FOSS+beer.

Marc Visnick is a forensic software analyst and attorney based in Portland, Oregon, and a senior consultant with Johnson-Laird, Inc. He specializes in forensic software analysis for patent, copyright and trade secret litigation, as well as software due diligence, independent development project design and supervision, and electronic evidence preservation, recovery and analysis. Mr. Visnick is past Chair of the Oregon State Bar Computer and Internet Law Section.

Pamela S. Chestek is the principal of Chestek Legal in Raleigh, North Carolina. She counsels creative communities on open source, brand, marketing and copyright matters. Prior to returning to private practice, she held in-house positions at footwear, apparel, and high technology companies and was an adjunct law professor teaching a course on trademark law and unfair competition. She is a frequent author of scholarly articles, and her blog, Property, Intangible, provides analysis of current intellectual property case law. Pam has a Bachelor of Fine Arts from Penn State and a Juris Doctor from the Western New England University School of Law. She is admitted to practice in Connecticut, the District of Columbia, Massachusetts, New York and North Carolina, and has been certified by the North Carolina Board of Legal Specialization in Trademark Law.

Luis is the Deputy General Counsel at the Wikimedia Foundation, handling a variety of issues, including open source and open data licensing. Formerly, he was an associate in the Palo Alto office of Greenberg Traurig, LLP, where he represented Google in the Google-Oracle trial, and advised licensing clients that included Amazon, Facebook, and a variety of startups. He also led the revision of the Mozilla Public License for the Mozilla Foundation. Luis is also a director and chair of the Licensing Committee for the Open Source Initiative. Before practicing law, Luis was an engineer and manager at a successful open source startup and "geek in residence" for a year at the Berkman Center for Internet, Law, and Society at Harvard Law School.