At the 3rd annual Big Law Business Summit, Bloomberg BNA delivered business intelligence, drawn from its market-leading news and data analysis, tailored for legal industry leaders.

Unique in bringing together leaders of corporate legal departments and law firms at the Bloomberg headquarters, the Big Law Business Summit connected the business of law with the business of Big Law clients.

>> Business: The markets, deals, and long-term trends executives are watching.

>> Regulatory: The legislative and regulatory changes that affect the bottom line.

>> Security: The security concerns inherent in connected enterprises.  

 

View videos from the Summit here: https://bol.bna.com/3rd-annual-big-law-business-summit-videos/

2016_Summit_Keynote   2016 Summit Image 1

DETAILS

Date and Time:
Wednesday, May 24, 2017
12:00 PM - 6:00 PM

Location:
Bloomberg LP
731 Lexington Ave
New York, NY 10022

Who Should Attend:
Senior business leaders in the legal profession, including in-house counsel, law firm partners and executives.

In order to facilitate an open, peer-to-peer dialogue and provide a valuable learning experience for participants, registration is only open to in-house counsel, law firm partners and executives, and limited number of industry thought leaders, as well as conference sponsors. Big Law Business reserves the right to refuse any registrations not meeting our qualifications.

 

Big Law Business Logo

AGENDA

12:00 PM      Doors Open for Big Law Business Summit

                      Networking Lunch

12:30 PM      Welcome Remarks

Sona Pancholy, Senior Director, Content Strategy, Bloomberg BNA Plus

12:35 PM      Best of New York with Bloomberg Pursuits

Kate Krader, Food Editor, Bloomberg Pursuits

12:45 PM      Complying with the Times

Legal and compliance teams continually evolve to meet shifting regulatory requirements. Join Big Law Business for an interactive discussion of the enforcement priorities that in-house counsel are watching, pressures driving in-house strategies for successful compliance, and how outside counsel’s understanding of client structures improves the legal team. 

> Introduced by Joseph Polizzotto, Senior Vice President of Strategy and Client Services, QuisLex

> Compliance Roundtable with Ingrid Busson-Hall, Senior Director, Financial Regulation, Paypal, Michael R. Butowsky, Of Counsel, Jones Day, Deborah Kaback, Chief Legal Officer, Oppenheimer Asset Management and Patrick Speice, Assistant General Counsel, Regulatory and Compliance, U.S. Steel Corporation
Moderated by Lisa Roitman, Entity Intelligence, Bloomberg LP

1:30 PM         Ask the Enforcers

Discussing antitrust enforcement priorities, as well as consumer protection, technology and securities, at the state and federal level. 

> William H. Efron, Director, Northeast Region, Federal Trade Commission and Manisha M. Sheth, Executive Deputy Attorney General for Economic Justice Division, Office of the New York State Attorney General
Moderated by Ilene Knable Gotts, Partner, Wachtell, Lipton, Rosen & Katz

2:00 PM        Big Law Business Insights

Scott Mozarsky, President, Legal Division, Bloomberg BNA
Casey Sullivan, Editorial Director, Big Law Business

2:10 PM        The Business of Law with Bloomberg Businessweek

Insights from business leaders on the market opportunities they anticipate and the expectations they have of their legal departments in light of those goals and priorities.

> Introduced by Alison Wisniewski, Chief Legal Officer, DTI | Epiq

> Interview with Eric Grossman, Chief Legal Officer and Managing Director, Morgan Stanley
Interviewed by Megan Murphy, Editor, Bloomberg Businessweek

How are top legal counsel advising their clients on current and anticipated challenges to the business? A panel of innovating counsel discuss the strategies and skills needed to advise their business.

> Industry Roundtable with Matthew Cooper, Executive Vice President, Head of Legal, Capital One Financial, Eric Grossman, Chief Legal Officer and Managing Director, Morgan Stanley, Stuart Ingis, Chairman, Venable LLP, and Jamie Wine, Partner and Global Litigation and Trial Chair, Latham & Watkins
Moderated by Megan Murphy, Editor, Bloomberg Businessweek

3:10 PM        Networking Break

3:30 PM        Washington Insights

With Cheryl Bolen, White House Reporter, Bloomberg BNA

3:40 PM        Eyes on Washington: Impact of Regulatory Reform

Executives and legal counsel are watching what will become of Dodd-Frank as the new administration slowly fills enforcement agency positions. What questions should counsel be asking to prepare their business clients, including the board of directors?
> Introduced by Jon Lindsey, Partner, Major, Lindsey & Africa

> Conversation with Stephen Cutler, Vice Chairman, JPMorgan Chase and Mary Jo White, Senior Chair, Debevoise & Plimpton and former Chair, U.S. Securities and Exchange Commission
In conversation with David Gura, Anchor and Correspondent, Bloomberg TV

4:30 PM        Security Insights

> Introduced by Ganesh Natarajan, President & CEO, Mindcrest

Winnie O’Kelley, ‎Executive Editor, Bloomberg News
In conversation with Lauren Kiel, Director of Editorial Programming, Bloomberg BNA Plus

4:40 PM        Global Risk Briefing: Cybersecurity

A current global perspective on how threats to U.S. businesses have evolved and the ramifications for corporate legal departments. Attendees are invited to engage in an interactive discussion that will uncover offensive and defensive strategies and tips on how to handle crisis effectively – against the backdrop of what we understand today about potential risks.

Peter J. Beshar, Executive Vice President and General Counsel, Marsh & McLennan Companies and Aristedes Mahairas, FBI Special Agent in Charge, Special Operations/Cyber Division, New York Office

5:40 PM        Closing Remarks

5:45 PM        Big Law Reception


SPEAKERS

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PETER J. BESHAR, EXECUTIVE VICE PRESIDENT AND GENERAL COUNSEL, MARSH & MCLENNAN COMPANIES

Peter J. Beshar serves as the Executive Vice President and General Counsel of the Marsh & McLennan Companies. MMC, which has 60,000 employees worldwide and a market capitalization over $35 billion, operates through four leading brands: Marsh, Mercer, Guy Carpenter and Oliver Wyman. Mr. Beshar supervises the Company’s Legal, Compliance, Government Relations and Risk Management Departments.

Prior to joining Marsh & McLennan in 2004, Mr. Beshar was a litigation partner at Gibson, Dunn & Crutcher LLP where he served as Co-Chair of the firm’s Securities Litigation Group. Mr. Beshar joined Gibson Dunn in 1995 after serving as the Assistant Attorney General in charge of the New York State Attorney General’s Task Force on Illegal Firearms. In 1992 and 1993, Mr. Beshar served as the Special Assistant to the Honorable Cyrus Vance in connection with the United Nations' peace negotiations in the former Yugoslavia.

Mr. Beshar is the recipient of the Business Leadership Award from the Citizens Union of New York, the Burton Award for Leadership in the Law, and the Law and Society Award from New York Lawyers for the Public Interest. In 2015, Mr. Beshar was appointed by President Obama as a trustee of the Woodrow Wilson Center for International Scholars in Washington and by Governor Cuomo as a director of the Empire State Development Corporation. Mr. Beshar serves as a Trustee and Chair of the Veterans’ Committee of John Jay College for Criminal Justice and is a board member of the Jackson Institute for Global Affairs at Yale University. Mr. Beshar was selected as a David Rockefeller Fellow by the Partnership for the City of New York. Mr. Beshar has testified multiple times before Congress on topics ranging from cybersecurity to terrorism.

Mr. Beshar graduated from Yale University and Harvard Law School.


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INGRID BUSSON-HALL, SENIOR DIRECTOR, FINANCIAL REGULATION, PAYPAL

Ingrid Busson-Hall is Head of Financial Regulation at PayPal. In her role, Ms. Busson-Hall advises, Enterprise Risk, Compliance and Security, senior management, and PayPal’s global businesses on U.S. and international regulations related to consumer protection, licensing, anti-money laundering, sanctions, cybersecurity, and anti-bribery.  She leads regulatory due diligence and integration planning on strategic transactions.  Ms. Busson-Hall regularly advises on internal and government investigations and counsels her clients on a range of regulatory change management initiatives, including the CFPB’s prepaid account rule.

Prior to joining PayPal, Ms. Busson-Hall served as Deputy General Counsel of Morgan Stanley Private Bank.  In her role, she regularly advised business units and support functions globally on the implications of U.S. banking laws and regulations, including Basel capital and liquidity standards, resolution planning, the Volcker Rule, and enhanced prudential standards, as well as the USA Patriot Act and OFAC sanctions.  

Ms. Busson-Hall previously served as Associate General Counsel for Credit Agricole Corporate and Investment Bank.   While with Credit Agricole CIB, she regularly advised senior management in the U.S. and throughout the global network on regulatory and related strategic business initiatives, including institutional response to reforms under the Dodd-Frank Act (e.g. Swap Dealer Registration, Volcker Rule, Resolution Planning), the application of the BHCA, OFAC, BSA/AML, and FCPA.  

Before joining Credit Agricole CIB, Ms. Busson-Hall, was an Associate at Skadden, Arps, Slate, and Meagher & Flom LLP in New York and Washington, DC.  

Ms. Busson-Hall earned her J.D., cum laude, and a Master of Studies in Environmental Law, magna cum laude, from Vermont Law School in 1999.  Ms. Busson-Hall received a B.A. summa cum laude in Government and Geography, with high honors in both disciplines, from Clark University in 1996. 

Ms. Busson-Hall is a member of the bars of the State of New York and the District of Columbia.


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MICHAEL BUTOWSKY, OF COUNSEL, JONES DAY

Michael Butowsky has more than 25 years of experience providing securities regulatory and transactional legal advice to a broad spectrum of financial services industry participants, including investment advisers, private investment funds, broker-dealers, registered investment companies, and others. His practice focuses principally on: investment advisers (including registration, disclosure, and trading issues); the formation and ongoing regulation of private investment funds (such as hedge funds, private equity funds, and venture capital funds); advising broker-dealers with respect to soft dollar arrangements; and advising financial services industry participants and operating companies with respect to investment company, investment adviser, and broker-dealer "status" issues. Michael also has provided organizational and ongoing advice to registered investment companies and business development companies, their boards of directors, and their service providers. He has written and spoken extensively on financial services industry topics.


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MATTHEW COOPER, EXECUTIVE VICE PRESIDENT, HEAD OF LEGAL, CAPITAL ONE FINANCIAL

Matt Cooper serves as Head of Capital One’s Legal Department, comprised of 300 attorneys and legal professionals supporting the corporate holding company and all of Capital One’s lines of business – Global Card, Retail Bank, Investing, Commercial Bank, Auto Finance, Digital, and Home.  Prior to joining Capital One, Matt was Senior Vice President and Deputy General Counsel for Genworth Financial, a successor to GE Capital, which he joined after practicing law at McGuireWoods, LLP.

Matt obtained a B.A. with High Honors and a J.D. from the University of Virginia and he clerked for David M. Ebel of the U.S. Court of Appeals for the Tenth Circuit.  

Matt serves on the boards of several community organizations, including Venture Richmond and the Greater Richmond Chamber of Commerce.


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STEPHEN CUTLER, VICE CHAIRMAN, JPMORGAN CHASE

Cutler joined the company in 2007 and served as its General Counsel for nine years. Previously, he was a partner at Wilmer Cutler Pickering Hale and Dorr LLP in Washington, D.C., and co-chair of the firm's Securities Department.

From to 2001 to 2005, Cutler served as Director of the Securities and Exchange Commission's Division of Enforcement. Before joining the SEC as Deputy Director of Enforcement in 1999, Cutler was a partner at Wilmer, Cutler & Pickering in Washington, D.C.

Cutler is a 1985 graduate of Yale Law School, where he served as an editor of the Yale Law Journal, and a 1982 graduate (summa cum laude) of Yale University.

Cutler is on the boards of the Financial Industry Regulatory Authority (FINRA), the Legal Action Center, the National Women's Law Center and the Metropolitan Museum of Art.


WILLIAM H. EFRON, DIRECTOR, NORTHEAST REGION, FEDERAL TRADE COMMISSION

William H. Efron is the Director of the Federal Trade Commission’s Northeast Regional Office. On behalf of the FTC’s Bureau of Competition, he oversees merger and conduct investigations and litigations. On behalf of the FTC’s Bureau of Consumer Protection, he oversees investigations and litigations involving unfair, deceptive and fraudulent practices. Prior to joining the FTC, Mr. Efron was an associate at Simpson Thacher & Bartlett LLP. He received his J.D. from the University of Virginia School of Law and his B.A. from the University of Pennsylvania.


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ILENE KNABLE GOTTS, PARTNER, WACHTELL, LIPTON, ROSEN & KATZ

Ilene Knable Gotts is a partner in the New York City law firm of Wachtell, Lipton, Rosen & Katz, where she focuses on antitrust matters, particularly relating to mergers and acquisitions. Recent transactions in which Mrs. Gotts advised include CenturyLink/Level 3, Danone/WhiteWave Foods, Gaming and Leisure Properties/Pinnacle Entertainment, Faiveley/Wabtec, Charter/Time Warner Cable/Bright House, J.M. Smucker's/Big Heart Pet Brands, Publicis/Sapient, Essilor/PPG Industries, Deutsche Telekom/MetroPCS, ConAgra/Ralcorp, PPG Industries/Georgia Gulf, Aetna/Coventry and International Paper/Temple-Inland.

Mrs. Gotts previously worked as a staff attorney in the Federal Trade Commission’s Bureaus of Competition and Consumer Protection. Mrs. Gotts serves on the American Bar Association's Board of Governors and is an officer of the IBA's Competition Committee. From 2009-2010, she served as the Chair of the American Bar Association’s Section of Antitrust Law. In 2006-2007, Mrs. Gotts was the Chair of the New York State Bar Association’s Antitrust Section, which recognized her service to the antitrust bar with the Lifland Service Award in 2010; she has been a member of the American Law Institute for over 20 years.


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ERIC GROSSMAN, CHIEF LEGAL OFFICER AND MANAGING DIRECTOR, MORGAN STANLEY

Eric F. Grossman is a Managing Director of Morgan Stanley.  He is Morgan Stanley’s Chief Legal Officer and a member of the Firm’s Operating and Management Committees.

Prior to joining Morgan Stanley in 2006 as Global Head of Litigation, Eric was a partner at Davis Polk and Wardwell.  In addition to his position as Global Head of Litigation, Eric was appointed General Counsel of Global Wealth Management in 2008.  In 2010, Mr. Grossman joined Morgan Stanley’s Management Committee and was appointed Global Head of Legal.  He became Morgan Stanley’s Chief Legal Officer with responsibility for the Legal and Compliance Division in January 2012.

Eric graduated from Hamilton College in 1988 and in 1993 received his J.D., magna cum laude, Order of the Coif, from Fordham University School of Law, where he was a member of the law review.  Eric clerked for the Honorable Richard J. Cardamone, U.S. Court of Appeals, Second Circuit, from 1993 to 1994.  

He is the President of the Board of Directors of Advocates for Children of New York. He serves on the Dean’s Planning Council at Fordham Law School and as a board member of the Fordham Law Alumni Association. Mr. Grossman also served on the New York City Bar Task Force on New Lawyers in a Changing Profession.


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STUART INGIS, CHAIRMAN, VENABLE LLP

Stuart Ingis, Chairman of Venable LLP, is nationally recognized as a leading attorney on privacy, marketing, advertising, eCommerce, and Internet law. He co-leads Venable's privacy practice, which won the ChambersUSA Award for Excellence for the top privacy practice and top advertising practice in the United States. He has been repeatedly listed in the first tier of privacy attorneys in Chambers USA, Legal 500, and ComputerWorld magazine. 

Mr. Ingis regularly represents companies in the media, communications, Internet, information services, advertising, retail, and financial services industries before the U.S. Congress, the Federal Trade Commission, and other federal and state agencies. He is well-known for representing clients in crisis management situations. He defends companies in investigations by the FTC and State Consumer Protection Authorities. He regularly counsels clients on privacy and marketing issues and practices. He conducts internal assessments of company practices and products, and works with companies to design and implement compliance systems and best practices.

Mr. Ingis brings coalitions together and leads self-regulatory efforts in the eCommerce, privacy, and data security space. He serves as general and policy counsel to the Data & Marketing Association and the Digital Advertising Alliance, policy and advertising counsel to the Interactive Advertising Bureau, and counsel to the newly formed Coalition for Better Ads.

 


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DEBORAH KABACK, CHIEF LEGAL OFFICER, OPPENHEIMER ASSET MANAGEMENT

Deborah Kaback is Managing Director and Chief Legal Officer at Oppenheimer Asset Management Inc., an affiliate of Oppenheimer & Co. Inc. Prior thereto, she was Executive Director at CIBC Oppenheimer, Vice President at OppenheimerFunds Inc and Deputy General Counsel and Senior Vice President at Oppenheimer Capital.


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JON LINDSEY, PARTNER, MAJOR, LINDSEY & AFRICA

Jon Lindsey is the New York founding partner of Major, Lindsey & Africa (MLA), once again voted "Best Legal Recruiter" by the readers of the National Law Journal and Corporate Counsel. As the former global co-chair of MLA’s Partner Practice Group, Jon helped to set strategy and coordinate the partner practice for the firm's 25+ domestic and international offices. He is the co-author of "Managing People In Today's Law Firm" (Quorum Books) and the MLA Lateral Partner Satisfaction Survey.

Over more than two decades, Jon has placed scores of partners and practice groups at many of the world's top law firms, conducted successful general counsel searches for corporations around the U.S. and assisted firms in numerous merger and branch office acquisitions. He views his role as helping highly successful professionals choose the path that will best advance their careers and maximize their personal and professional satisfaction. He seeks to provide outstanding service to the partners and law firms he works with, and to do so with integrity, intelligence, discretion and professionalism.


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ARISTEDES MAHAIRAS, SPECIAL AGENT IN CHARGE, SPECIAL OPERATIONS/CYBER DIVISION, NEW YORK OFFICE, FEDERAL BUREAU OF INVESTIGATION

Special Agent in Charge (SAC) Aristedes Mahairas entered on duty with the Federal Bureau of Investigation (FBI) in 1996. He has served as the FBI’s Legal Attache’ in Athens, Greece, and was a Supervisor on the Joint Terrorism Task Force. SAC Mahairas also served as a Section Chief of the Strategic Operations Section in the Counterterrorism Division of FBI Headquarters, and as the Chief of Staff to the Executive Assistant Director of the National Security Branch. In 2015, FBI Director James B. Comey appointed him as the SAC of the FBI’s New York Special Operations/Cyber Division. Prior to his entry into the FBI, SAC Mahairas served as a Police Officer in New York City. He received a Bachelor’s of Arts degree in Political Science from Baruch College and his Juris Doctor from New York Law School.


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GANESH NATARAJAN, PRESIDENT & CEO, MINDCREST

Ganesh Natarajan is the CEO and co-founder of Mindcrest, the world's first legal services company. Under his leadership, Mindcrest has become synonymous with quality and value to lawyers.

With his varied experience, Ganesh has become a leading authority in the international legal industry, and has addressed many industry forums, bar associations and law schools internationally.

Ganesh has an MBA from Brigham Young University and a JD from Washington University in St. Louis. He holds an undergraduate degree from the University of Bombay and a graduate degree in management from the Symbiosis Institute of Business Management, Pune.


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JOSEPH POLIZZOTTO, SENIOR VICE PRESIDENT OF STRATEGY AND CLIENT SERVICES, QUISLEX

Mr. Joseph Polizzotto has been Senior Vice President of Strategy and Client Services at QuisLex, Inc. since September 2016. Prior to joining QuisLex, Mr. Polizzotto served as General Counsel of Americas at Deutsche Bank and previously, General Counsel of Lehman Brothers. He began his legal career as a Litigation Associate at Cadwalader Wickersham. Mr. Polizzotto has appeared before the United States Supreme Court, testified on behalf of the financial services industry before the Senate Banking Committee, and is a frequent speaker at conferences relating to issues affecting in-house legal departments. Mr. Polizzotto's many professional distinctions include the Alfred J. Rauschman Award in 2015 from the Securities Industry and Financial Markets Association (SIFMA) for contributions to the Compliance and Legal Community and a distinguished career in the Financial Services Industry. He was also a recipient of the Visionary of Justice Award in 2012 from the New York Legal Assistance Group. Mr. Polizzotto received his J.D. from the New York University School of Law, Cum Laude and a B.A. in history, Cum Laude from Columbia College.


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MANISHA M. SHETH, EXECUTIVE DEPUTY ATTORNEY GENERAL FOR ECONOMIC JUSTICE DIVISION, OFFICE OF THE NEW YORK STATE ATTORNEY GENERAL

Manisha M. Sheth serves as the Executive Deputy Attorney General for Economic Justice for the State of new York. She leads five litigation bureaus, including Investor Protection, Antitrust, Internet and Technology, Consumer Frauds, and Real Estate Finance. Prior to joining the Attorney General’s office, Ms. Sheth was a partner at the law firm of Quinn Emanuel Urquhart & Sullivan, LLP where she focused on a wide range of complex commercial litigation, including securities litigation, structured finance and derivatives litigation, healthcare litigation, and government investigations and white collar. Previously, she served for five years as an Assistant U.S. Attorney in the Criminal Division of the U.S. Attorney’s Office for the Eastern District of Pennsylvania, and was based in the Philadelphia office. In that position, she secured indictments in more than 35 cases and brought eleven cases to trial. She prosecuted a wide range of misconduct, including health care fraud, financial institution fraud, money laundering, tax fraud, and regulatory crimes. A graduate of the University of Pennsylvania and the Georgetown University Law Center, Ms. Sheth was a law clerk for the Hon. William H. Pauley III in the U.S. District Court for the Southern District of New York. Ms. Sheth was named to Crain’s New York Business “40 Under 40” list in 2013, and to The National Law Journal’s “Minority 40 Under 40” list in 2011.


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PATRICK SPEICE, ASSISTANT GENERAL COUNSEL, REGULATORY AND COMPLIANCE, UNITED STATES STEEL CORPORATION

Patrick Speice currently serves as the Assistant General Counsel, Regulatory & Compliance at U. S. Steel. In this role, he oversees a team of attorneys and compliance professionals tasked with implementing all aspects of the company’s ethics and compliance program, including the Code of Ethical Business Conduct, corporate policies and procedures, compliance training, and investigations into alleged misconduct. He regularly provides guidance regarding compliance with anti-corruption and antitrust laws, economic sanctions and export controls, and political laws and regulations. Before joining U. S. Steel, Mr. Speice was the Associate General Counsel and Director of the Regulatory & Compliance Office at the private security contractor ACADEMI, where he was responsible for business ethics, compliance, investigations, and select litigation and enforcement matters. Previously, Mr. Speice was an associate in the white collar defense and investigations practice group in the Washington, D.C., office of Gibson, Dunn & Crutcher, where he advised individual and corporate clients in ethics and compliance matters and investigations, with a particular focus on anti-corruption compliance and enforcement matters. He also participated in several compliance monitorships pursuant to settlement agreements resolving Foreign Corrupt Practices Act enforcement actions. Mr. Speice is a member of the bars of Pennsylvania (active), Virginia (inactive), and the District of Columbia (inactive). He earned a B.A. in political science from Wake Forest University and his J.D. from the Marshall-Wythe School of Law at the College of William and Mary.


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MARY JO WHITE, SENIOR CHAIR, DEBEVOISE & PLIMPTON AND FORMER CHAIR, U.S. SECURITIES AND EXCHANGE COMMISSION

Mary Jo White is a litigation partner in the New York office of Debevoise and Senior Chair of the firm.

Ms. White’s practice focuses on counseling boards of directors and representing clients on significant and sensitive matters, including companies facing crises involving multi-faceted government investigations and cases. Ms. White has decades of experience prosecuting and defending a wide range of white collar criminal and civil cases, having served as Chair of the United States Securities and Exchange Commission, the United States Attorney for the Southern District of New York, and as a well-known private practitioner in high-profile matters.

Prior to rejoining the firm in 2017, Ms. White served for nearly four years as Chair of the SEC. She was nominated by President Obama to lead the SEC and was one of the Commission’s longest-serving Chairs. Under Ms. White’s leadership, the Commission strengthened protections for investors and the markets through transformative rulemakings that addressed major issues raised by the financial crisis, and created the framework for the future regulation of the asset management industry, enhancement of equity market structure and disclosure effectiveness. The Commission also instituted changes to enforcement that resulted in greater accountability and record levels of actions and monetary remedies ordered.

Ms. White is a Fellow in the American College of Trial Lawyers and the International College of Trial Lawyers. She is the recipient of numerous awards and is regularly ranked as a leading lawyer by directories that evaluate law firms. In addition, Ms. White has served as Director of The Nasdaq Stock Exchange, and on its Executive, Audit and Policy Committees. She is also a member of the Council on Foreign Relations.

Ms. White graduated from William & Mary, Phi Beta Kappa with a B.A. in Psychology, The New School for Social Research with an M.A. in Psychology, and Columbia Law School with a J.D., where she was an officer of the Law Review.


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JAMIE WINE, PARTNER AND GLOBAL LITIGATION AND TRIAL CHAIR, LATHAM & WATKINS

Jamie Wine is a partner at Latham & Watkins and global Chair of the firm's Litigation & Trial Department. Previously, Ms. Wine was a member of Latham's Executive Committee and Deputy Office Managing Partner of the firm's New York office. She has also served as Co-chair of the firm's Securities Litigation & Professional Liability Practice and the Litigation & Trial Department in Los Angeles.

Ms. Wine has significant trial and arbitration experience, with a particular focus on complex business litigation, securities and class action litigation, and SEC and other regulatory investigations. She has represented all of the major accounting firms and a number of financial institutions in a variety of matters, many emanating from the financial crisis.

Ms. Wine is widely recognized by industry publications as a leading securities lawyer. The American Lawyer named her one of the nation's "45 Under 45" top female lawyers, and she has been included in several editions of Lawdragon 500, The Legal 500, and Securities Law360, among others. In 2015, the National Organization for Women honored Ms. Wine with its "Women of Power & Influence" award.


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ALISON WISNIEWSKI, CHIEF LEGAL OFFICER, DTI | EPIQ

Alison Wisniewski is the Chief Legal Officer for DTI | Epiq and its subsidiary companies. At DTI | Epiq, Ms. Wisniewski manages general matters including corporate, mergers & acquisitions, commercial transactions, data privacy, compliance, risk management, intellectual property and management of outside counsel, among others. 

Prior to joining DTI | Epiq in 2010, Ms. Wisniewski practiced in house at an asset management company called Crown Northcorp in White Plains, NY where she assisted the FDIC in the dissolution of various banks throughout the company. Ms. Wisniewski has also practiced at Kramer Levin Naftalis & Frankel LLP and Sidley Austin LLP, each in New York, NY, representing corporate and private equity clients in various matters including mergers & acquisitions, securities filings and corporate governance.


BLOOMBERG TEAM

Cheryl Bolen

Cheryl Bolen, White House Reporter, Bloomberg BNA

Cheryl Bolen is Bloomberg BNA’s White House correspondent, covering the positions of the administration as well as regulatory policy. Bolen earned a master’s degree in Communication: Journalism and Public Affairs at the American University in Washington, D.C., and has covered numerous institutions over her 27 years with the company, including Capitol Hill and the Federal Communications Commission.

 

 

David Gura

David Gura, Anchor, Bloomberg TV

David Gura is the anchor of "Bloomberg Markets: The Trump Economy" on Bloomberg Television, weekdays from 1-2pm ET and also co-anchors "Bloomberg Surveillance" on Bloomberg Radio, weekdays from 7-10am ET. He is based in New York. 

Recently, Gura reported from Beijing, Bogota, and Mexico City. In 2015, he was on the ground in Athens, covering a debate over austerity measures, when protests erupted in Syntagma Square. Ahead of the tenth anniversary of Hurricane Katrina, he filed reports on reconstruction from the Gulf Coast. Gura regularly interviews cabinet secretaries and chief executives, entrepreneurs and Nobel Prize winners. 

Previously, he was a senior reporter for, and the principal back-up host of, "Marketplace," the public radio business and economics program. Based in Washington, Gura covered countless budget battles, showdowns and shutdowns, and the implementation of financial reform. But he spent a lot of time looking at how policy decisions play out beyond the Beltway. After the shooting at Sandy Hook Elementary School, for instance, Gura spent several months reporting "Guns and Dollars," an investigative series about the U.S. firearms industry.

He began his career at NPR, first as an editor and a producer, then as a reporter for The Two-Way, the network's breaking news blog. Gura regularly contributed radio pieces to NPR's flagship news magazines, "All Things Considered," "Morning Edition," and "Weekend Edition." His writing — reviews and reportage — has appeared in The New York Times, the Los Angeles Times, the Columbia Journalism Review, and the Virginia Quarterly Review.

Gura's work has been recognized by the National Press Foundation, the National Constitution Center, and the French-American Foundation, and in 2014, he was awarded a Paul Miller Washington Reporting Fellowship.

An alumnus of the Columbia University Graduate School of Journalism, Gura received his bachelor's degree in history and American studies from Cornell University. He also studied political science in Bolivia, at the Universidad Mayor de San Andrés and the Universidad Católica Boliviana.

 

Kate Krader

Kate Krader, Food Editor, Bloomberg Pursuits

Kate Krader is the new Food Editor at Bloomberg Pursuits, where she writes about news and trends around the country and all over the world for the website and the magazine. She also contributes to the Bloomberg business division.

She is the former restaurant editor at Food & Wine magazine, where she oversaw its news, trend and restaurant coverage. During her long tenure at the monthly magazine, she led Food & Wine's annual search for Food & Wine Best New Chefs. She also edited the Food & Wine Cocktails, an annual guide to the hottest cocktail recipes, the best spots and the biggest trends in nightlife.

A graduate of Kenyon College in Ohio, Krader received her formal culinary training at La Varenne in Paris. She resides in Manhattan.

 

Scott Mozarsky

Scott Mozarsky, President, Legal Division, Bloomberg BNA

Scott Mozarsky was named President of Bloomberg BNA’s Legal Division in November 2016. In that role, Mozarsky is responsible for driving the growth of the company’s legal products, including the flagship Bloomberg Law product.

Mozarsky joined Bloomberg BNA in March 2014 as President, Cross Platform Businesses, where he was the driving force behind the division, which leverages content and market expertise to deliver a range of marketing and live event services to the company’s clients.

Previously, Scott held a number of leadership roles during a13-year tenure in the UBM plc Group. As President – Media & Marketing Services for UBM Tech, Scott was responsible for building the marketing services business and driving the evolution of leading websites Information Week.com, EE Times, Dr. Dobbs Journal and Light Reading to an online community model tied to UBM Tech’s live events.

As EVP, Chief Commercial Officer of UBM subsidiary PR Newswire, Mozarsky oversaw commercial activities worldwide. Mozarsky also served as EVP and Chief Operating Officer of CMP Media. From 2002-2009, he served as General Counsel and headed up M&A and corporate development globally for UBM’s subsidiaries in North America and Latin America.

Prior to joining the UBM Group, he spent eight years at two multinational law firms representing media, technology, telecommunications, insurance and manufacturing companies. Mozarsky, who speaks Japanese and lived in Japan, has advised numerous companies on business, financial, and legal issues arising out of cross border transactions.

Mozarsky earned his Bachelor of Arts degree in Political Science from Williams College and his J.D. from Fordham Law School.

Megan Murphy

Megan Murphy, Editor, Bloomberg Businessweek

Megan Murphy was named editor of Bloomberg Businessweek in November 2016. Prior to joining the magazine, Murphy was Bloomberg's Washington Bureau Chief since August 2015, overseeing the news organization's coverage of the Federal Reserve, government, financial regulation, campaign finance and politics. Earlier in her career, Murphy worked at Bloomberg as a legal affairs correspondent from 2004-2007.

Before her return to Bloomberg in 2015, Murphy was the Washington Bureau Chief at the Financial Times where she had worked since December 2007. In her time at the FT, she launched its award-winning Fast FT digital platform, delivering breaking financial news and information 24 hours a day, around the world. Murphy also served as the law courts correspondent, investment banking correspondent and chief media correspondent there.

Before starting her career in journalism, Murphy was a securities lawyer at Wilson Sonsini Goodrich & Rosati in Palo Alto, CA. She holds a bachelor’s degree from Yale University, a master’s degree from Columbia School of Journalism, and a Juris Doctor from Northwestern University School of Law. She is from Chicago, Illinois.

Sona Sona Pancholy, Director, Content Strategy, Bloomberg BNA

Sona Pancholy leads Content Strategy at Bloomberg BNA and in that role specifically works to develop meaningful and impactful programs for our Big Law Business community. Prior to joining Bloomberg BNA, Sona led business development and client relationship efforts at AmLaw 100 and 200 firms across the country. Sona serves on the American Bar Association Law Practice Division’s Professional Development and Marketing boards. Sona has coached and trained lawyers and judges around the world since earning her J.D. from Boston University School of Law and her Masters in Law from Washington College of Law.

 


Lisa Roitman

Lisa L. Roitman, Marketing and Business Strategist, Bloomberg Enterprise Solutions

Lisa L. Roitman is a marketing a business strategist for Bloomberg Enterprise Solutions with a focus on regulatory compliance technology. Previously she served as General Counsel and Chief Compliance Officer for Litespeed Management LLC and has held multiple business, legal and compliance positions both on the buy-side and on the sell-side throughout her career.

Ms. Roitman experienced first-hand the largest US bankruptcy as Managing Director at Lehman Brothers in 2008. Ms. Roitman then spent three years running teams tasked with working on the unwind of Lehman's derivative assets and setting up a claim and valuation process for defaulted Lehman bonds before leaving the bankrupt estate to join the hedge fund industry as a General Counsel of the Kenmar Group a Fund of Hedge Funds and managed account platform. Ms. Roitman has been invited to join the National Association of Corporate Directors and is a member of Women in Derivatives and 100 Women in Hedge Funds. She has been active in the Managed Futures Association and has spoken at Hedge Fund Association, Operations for Alternatives, Fund Finance Association and Hellenic Banking Association events.

Ms. Roitman earned her LLM in International Banking Law from the Morin Center for Banking Law Studies at Boston University School of Law; her JD from New England Law and her BA from Mount Holyoke College. She is an active mentor having lectured at Barnard College and at Pace Law School and currently mentors active service men and women looking to transition to the private sector through American Corporate Partnership.

Casey Sullivan

Casey Sullivan, Editorial Director, Big Law Business

Casey Sullivan joined Bloomberg BNA in January 2015 to launch a new website for the company, Big Law Business. The site, which launched in March 2015, features news, analysis and commentary on the business of large law firms and in-house counsel.

Prior to joining Bloomberg BNA, Casey worked at Reuters, where he wrote breaking news and analysis on developments in Big Law for Reuters newswire and a legal news product for Westlaw. 

Some of his most significant stories have chronicled the rise and fall of large law firms in the years following the recession. He was the first journalist to report on the financial mismanagement that led to the collapse of the venerable New York law firm Dewey & LeBoeuf in 2012. Casey earned his Bachelors of Arts degree in English with a Minor in Philosophy from Colby College. Before that, he graduated Phillips Exeter Academy in 2006.  


LOCATION

Bloomberg LP 
731 Lexington Ave

New York, NY 10022

 

HOTELS

Hotel accommodations are at your own discretion. The following hotels are walking distance to the Big Law Business Summit:

Renaissance 57
130 E 57th St, New York, NY 10022
(212) 753-8841

Four Seasons
57 E 57th St, New York, NY 10022
(212) 758-5700

Loews Regency
540 Park Ave, New York, NY 10065
(212) 759-4100


SPONSORS

Partners:

DTI Epiq

In September 2016, DTI and Epiq merged. Together, we are better positioned to support the complex, global legal needs of our clients.

About DTI
DTI is a leading legal process outsourcing company serving law firms, corporations and government entities around the globe. The extensive experience in eDiscovery, managed services, litigation support and court reporting is unmatched in the industry. To learn more about our global footprint, flexibility, capacity and world-class project management, visit www.DTIGlobal.com.

About Epiq
Epiq is a leading global provider of integrated technology and services for the legal profession. Our innovative solutions are designed to streamline the administration of litigation, investigations, financial transactions, regulatory compliance and other legal matters. Epiq’s subject-matter experts bring clarity to complexity, create efficiency through expertise and deliver confidence to our clients. For more information, visit www.epiqsystems.com.

MajorLindseyAfrica_Logo

Founded in 1982, Major, Lindsey & Africa is largest and most experienced legal search firm in the world. With more than 25 offices worldwide, Major, Lindsey & Africa has earned recognition for its track record of successful general counsel, corporate counsel, partner, associate and law firm management placements. The firm also provides law firms and companies with highly specialized legal professionals on project, interim and temporary-to-permanent hire basis. Combining local market knowledge and a global recruiting network, Major, Lindsey & Africa recruiters are dedicated to understanding and meeting client and candidate needs while maintaining the highest degree of professionalism and confidentiality. The firm considers every search a diversity search and has been committed to diversity in the law since its inception. Major, Lindsey & Africa is an Allegis Group company, the global leader in talent solutions. www.mlaglobal.com.

Mindcrest Logo

Mindcrest is committed to providing best-in-class legal services to our corporate and law firm clients. Since our founding in 2001, we have developed an ethos of meeting the highest standards of quality and professionalism demanded by our clients. Our philosophy is to combine the best people with the best processes and technology to produce legal services of the highest quality. We specialize in contracts management, compliance, litigation and investigations and legal analytics. With delivery centers in the U.S., UK and India, we have the ability to meet the global needs of our clients.

Mindcrest has been consistently recognized as a leader in legal services by Frost and Sullivan, The Black Book of Outsourcing, International Associate for Outsourcing Professionals, Chambers and India Business Law Journal.

Quislex_Logo

QuisLex is an award-winning legal services provider that specializes in managed document review, contract management, compliance services, legal spend management, and legal operations consulting. We employ operational excellence, Six Sigma based quality processes and ISO certified data security to support large-scale, complex legal projects for companies and law firms. Our more than 1,000 full-time highly trained attorneys, process experts, statisticians and linguists, work closely with our clients to help reduce cost, mitigate risk and enhance efficiency. QuisLex is regularly acknowledged as a leader in the legal services industry, and is proud to be recognized by Chambers & Partners as a Band 1 Legal Process Outsourcing Provider, New York Law Journal as a Top Managed Document Review Services Provider, and the IACCM as its Outstanding Service Provider for contract management solutions.

Supporter:

HighQ

HighQ ( highq.com) provides innovative enterprise collaboration and content management solutions to the world’s leading law firms, financial services companies, governments and corporations. The company’s blue chip client base includes over 40% of the global top 100 law firms and some of the largest global financial institutions. HighQ combines secure, enterprise-grade technology with an amazing user experience to transform the way businesses collaborate, communicate and share information securely in the cloud. Founded in 2001, HighQ is headquartered in London, with offices in New York, Kansas City, Amsterdam, Frankfurt, Sydney and Ahmedabad.


CLE CREDITS

EARN UP TO 2 CLE CREDITS

Bloomberg BNA will apply for continuing legal education credits in any state or jurisdiction where available. For more information, please contact Bloomberg BNA customer service at 800.372.1033 and ask to speak to the CLE Accreditations Coordinator, or email us at credits@bna.com.