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Overview

Dear Friends and Colleagues:


2025 will be our 8th year of LegalTech programming, beginning with our upcoming March 18 Salon!


This will be another in our series of intimate LegalTech Salons, with attendance limited to about 40 attendees, all of them serious participants in the legaltech industry.


We are very fortunate that despite the recent downturn in venture generally, legaltech appears to be doing well because of how suitable AI is for legaltech. And PE money is now very active in LegalTech too. As more legaltech companies mature, they are attracting PE investors in later stage funding rounds and for M&A rollups. So we have entitled our event "The Maturing of LegalTech", and we expect to be showcasing more later stage legaltech success stories. Our friend Scott Mozarsky of JEGI Clarity will lead a panel on the surge in M&A deals in LegalTech.


However, the world of AI is in dynamic turmoil, with a firehose of important new models and features launching almost every week and lots of uncertainty about who the real winners will be. Will the massive ongoing investments in large foundational models pay off or will these investments ultimately end in a pricing war to the bottom? Will very competitive open source and smaller bespoke models be a better fit for legaltech companies? How will this new thing -- real incremental costs to deliver software services -- remake the industry? Will the very competitive, open source and low priced Chinese competitors scramble the competitive landscape and the underlying assumptions for cost and business models in the sector? And most importantly, how will the economic pie be shared among this complicated ecosystem, especially by legal customers? This is an opportune time to discuss all of this.


We will also be digging into the rapid rise of Agentic AI and how it represents a more capable next wave of AI disruption. Some predict that Agentic AI businesses will displace traditional SaaS companies, including in Legal. How far and fast will it go? Our friend Dan Katz will be leading a panel on "Will Agents take over LegalTech?"


We are also planning to organize a Senior Practitioner Panel so we can get reactions at the end of the day from leadership about the day's proceedings, and how law firms will respond to this disruptive time. Our friend Ralph Baxter will be moderating this panel and we are still recruiting speakers for this panel.


Please visit the "Program" section below to see the current state of the agenda.


Our Salons are very interactive and substantive events, with everyone seated around a single table, everyone with microphones. They are highly interactive events characterized by honest discussions in a very relaxed social setting. We gather together leading law firms, corporate legal departments, investors, large legaltech vendors, and startups to discuss consequential topics of the day. Because we follow Chatham House rules, attendees at our events tend to be remarkably open and talkative. We ask speakers to emphasize substantive discussions over marketing of products or companies, on the theory that the best marketing is the display of expertise.


We expect our 40 seats will sell out very quickly -- 30 people have already registered -- so if you are interested we recommend you register soon.


We look forward to seeing you in Bonny Doon!


Warm Regards,


Howard Chao

Doon Insights

Program

Here is the current agenda, still under construction:


๏ปฟDISCUSSION PANEL


Are Agents Taking Over LegalTech?


  • ๏ปฟDan Katz, 273 Ventures (moderator)
  • Danielle BeneckeBaker McKenzie Machine Learning
  • Annie Datesh, Wilson Sonsini
  • Leo Murgel, SalesForce

๏ปฟ

๏ปฟSOMM SESSIONS


"Something On My Mind" (SOMM) Sessions are 15 minute mini-panels where prominent folks in the industry present an interesting problem, hypothesis, new technology or trend they'd like to share. Our goal is to catalyze conversations that continue after we part ways.


Todd Bissett, Pulse Law LLC

  • Reimagining: The AI Enabled Law Firm


Ivan Lee, Datasaur

Howard Chao, Doon Capital

  • What is a Truly Sustainable Business Model for AI in LegalTech?


Joe Green, Gunderson

Naveen Pai, Gunderson

  • How to Kill a Biglaw Firm: Creative Destruction in Action?


Bridget McCormack, American Arbitration Association

  • Disrupting the Legal Operating System: Generative AI and the Future of Dispute Resolution



KEYNOTE SPEAKER


๏ปฟDennis Garcia, Microsoft

The AI Dividend



๏ปฟDISCUSSION PANEL


Legal Market M&A: From Small Things, Big Things One Day Come


  • Scott Mozarsky, JEGI Clarity (moderator)
  • Rob FraserAurora Capital
  • Daniel Lewis, LegalOn Technologies
  • Bill MillsLexis Nexis


SOMM SESSIONS



Conan Hines, Fried Frank

  • Legal Anthropology: AI Won't AI Itself


Damien Riehl, vLex

  • Are We in the Slope of Enlightenment Yet? Are We Dis-Intermediating Yet?


Whitney Stefko, Ford

Darth Vaughn, Ford

  • AI and the Shifting Sands: The Changing Value Proposition of In-house and Outside Counsel in the Age of Artificial Intelligence


Robin Moe, Legora

Jacob Effron, Redpoint

  • What Does the Future Legal Workspace ACTUALLY Look Like?


Ilona LogvinovaCleary Gottlieb

  • Evolving Workflows for Legal: Hybrid (Human-AI) work with LLMs



๏ปฟDISCUSSION PANEL


Reactions to the Day and the Impact of AI on Law Firm Strategy

๏ปฟ

  • Ralph Baxter, Orrick Emeritus (moderator)
  • Ahmed Shaaban, Fulcrum GT

Agenda

March 18, 2025

Main Schedule

8:30 AM - 9:00 AM
Welcome Remarks and Introductions
Howard Chao (Host and Managing Director of Doon Insights)
Howard Chao
9:00 AM - 9:45 AM
Discussion Panel: Are Agents Taking Over LegalTech?
Dan Katz (Co-Founder of Illinois Tech Professor & 273 Ventures)
Dan Katz
Danielle Benecke (Founder and Global Head of Baker McKenzie Machine Learning)
Danielle Benecke
Annie Datesh (Chief Innovation Officer at Wilson Sonsini Goodrich & Rosati)
Annie Datesh
Lรฉo Murgel (SVP, LCA Technology, Data & Ops Innovation at Salesforce)
Léo Murgel
9:45 AM - 10:00 AM
SOMM | Reimagining: The AI Enabled Law Firm
Todd Bissett (Partner at Pulse Law LLC)
Todd Bissett
10:00 AM - 10:20 AM
SOMM | What is a Truly Sustainable Business Model for AI in LegalTech?
Howard Chao (Host and Managing Director of Doon Insights)
Howard Chao
Ivan Lee (CEO of Datasaur)
Ivan Lee
10:20 AM - 10:50 AM
BREAK
10:50 AM - 11:10 AM
SOMM | How to Kill a Biglaw Firm: Creative Destruction in Action?
Joe Green (Chief Innovation Officer at Gunderson Dettmer)
Joe Green
Naveen Pai (Chief Knowledge Officer at Gunderson Dettmer)
Naveen Pai
11:10 AM - 11:30 AM
SOMM | Disrupting the Legal Operating System: Generative AI and the Future of Dispute Resolution
Bridget McCormack (President & CEO of American Arbitration Association)
Bridget McCormack
11:30 AM - 12:15 PM
Discussion Panel: Legal Market M&A: From Small Things, Big Things One Day Come
Rob Fraser (Partner, Lead of Software and White Collar Services Investment Strategy at Aurora Capital Partners)
Rob Fraser
Bill Mills (Global Head of Corporate Development at LexisNexis)
Bill Mills
Scott Mozarsky (Managing Director of Jegi Clarity)
Scott Mozarsky
Daniel Lewis (CEO of LegalOn Technologies US)
Daniel Lewis
12:15 PM - 12:35 PM
Keynote: The AI Dividend
Dennis Garcia (Assistant General Counsel at Microsoft)
Dennis Garcia
12:35 PM - 2:00 PM
LUNCH
2:00 PM - 2:15 PM
SOMM | Legal Anthropology: AI Wonโ€™t AI Itself
Conan Hines (Director of Legal Technology at Fried, Frank, Harris, Shriver & Jacobson LLP)
Conan Hines
2:15 PM - 2:30 PM
SOMM | Are We in the Slope of Enlightenment Yet? Are We Dis-Intermediating yet?
Damien Riehl (VP, Solutions Champion at vLex)
Damien Riehl
2:30 PM - 2:50 PM
SOMM | AI and the Shifting Sands: The Changing Value Proposition of In-house and Outside Counsel in the Age of Artificial Intelligence
Whitney Stefko (Associate Director and Senior Counsel, Policy and Legal Ops+ of Ford Motor Company)
Whitney Stefko
Darth Vaughn (Associate General Counsel and Managing Director, Policy and Legal Ops+ of Ford Motor Company)
Darth Vaughn
2:50 PM - 3:30 PM
BREAK
3:30 PM - 3:50 PM
SOMM | What Does the Future Legal Workspace ACTUALLY Look Like?
Jacob Effron (Partner at Redpoint Ventures)
Jacob Effron
Robin Moe (Head of Lega Engineering at Legora)
Robin Moe
3:50 PM - 4:05 PM
SOMM | Evolving Workflows for Legal: Hybrid (Human-AI) work with LLMs
Ilona Logvinova (Director of Practice Innovation at Cleary Gottlieb)
Ilona Logvinova
4:05 PM - 5:00 PM
Discussion Panel: Reactions to the Day and the Impact of AI on Law Firm Strategy
Ralph Baxter (President at Ralph Baxter Inc.)
Ralph Baxter
Ahmed Shaaban (Founder & Managing Director of Fulcrum Global Technologies)
Ahmed Shaaban
5:00 PM - 8:30 PM
Closing Remarks, Reception, and Dinner

Speakers

Howard Chao (Host and Managing Director of Doon Insights)

Howard Chao

Host and Managing Director of Doon Insights

Ralph Baxter (President at Ralph Baxter Inc.)

Ralph Baxter

President at Ralph Baxter Inc.

Danielle Benecke (Founder and Global Head of Baker McKenzie Machine Learning)

Danielle Benecke

Founder and Global Head of Baker McKenzie Machine Learning

Todd Bissett (Partner at Pulse Law LLC)

Todd Bissett

Partner at Pulse Law LLC

Annie Datesh (Chief Innovation Officer at Wilson Sonsini Goodrich & Rosati)

Annie Datesh

Chief Innovation Officer at Wilson Sonsini Goodrich & Rosati

Jacob Effron (Partner at Redpoint Ventures)

Jacob Effron

Partner at Redpoint Ventures

Rob Fraser (Partner, Lead of Software and White Collar Services Investment Strategy at Aurora Capital Partners)

Rob Fraser

Partner, Lead of Software and White Collar Services Investment Strategy at Aurora Capital Partners

Dennis Garcia (Assistant General Counsel at Microsoft)

Dennis Garcia

Assistant General Counsel at Microsoft

Joe Green (Chief Innovation Officer at Gunderson Dettmer)

Joe Green

Chief Innovation Officer at Gunderson Dettmer

Conan Hines (Director of Legal Technology at Fried, Frank, Harris, Shriver & Jacobson LLP)

Conan Hines

Director of Legal Technology at Fried, Frank, Harris, Shriver & Jacobson LLP

Dan Katz (Co-Founder of Illinois Tech Professor & 273 Ventures)

Dan Katz

Co-Founder of Illinois Tech Professor & 273 Ventures

Ivan Lee (CEO of Datasaur)

Ivan Lee

CEO of Datasaur

Daniel Lewis (CEO of LegalOn Technologies US)

Daniel Lewis

CEO of LegalOn Technologies US

Ilona Logvinova (Director of Practice Innovation at Cleary Gottlieb)

Ilona Logvinova

Director of Practice Innovation at Cleary Gottlieb

Bridget McCormack (President & CEO of American Arbitration Association)

Bridget McCormack

President & CEO of American Arbitration Association

Bill Mills (Global Head of Corporate Development at LexisNexis)

Bill Mills

Global Head of Corporate Development at LexisNexis

Robin Moe (Head of Lega Engineering at Legora)

Robin Moe

Head of Lega Engineering at Legora

Scott Mozarsky (Managing Director of Jegi Clarity)

Scott Mozarsky

Managing Director of Jegi Clarity

Lรฉo Murgel (SVP, LCA Technology, Data & Ops Innovation at Salesforce)

Léo Murgel

SVP, LCA Technology, Data & Ops Innovation at Salesforce

Naveen Pai (Chief Knowledge Officer at Gunderson Dettmer)

Naveen Pai

Chief Knowledge Officer at Gunderson Dettmer

Damien Riehl (VP, Solutions Champion at vLex)

Damien Riehl

VP, Solutions Champion at vLex

Ahmed Shaaban (Founder & Managing Director of Fulcrum Global Technologies)

Ahmed Shaaban

Founder & Managing Director of Fulcrum Global Technologies

Whitney Stefko (Associate Director and Senior Counsel, Policy and Legal Ops+ of Ford Motor Company)

Whitney Stefko

Associate Director and Senior Counsel, Policy and Legal Ops+ of Ford Motor Company

Darth Vaughn (Associate General Counsel and Managing Director, Policy and Legal Ops+ of Ford Motor Company)

Darth Vaughn

Associate General Counsel and Managing Director, Policy and Legal Ops+ of Ford Motor Company

Guestlist

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Howard Chao 


howard@dooncapital.com


Howard Chao is both a startup investor and an event organizer.


Howard makes investments in early stage tech companies through his personal vehicle, Doon Capital, usually in collaboration with his network of institutional investors. He maintains close working relationships with various venture funds and strategic investors in each of his focus areas. Most of Howard's activities are in auto|mobility tech, ag|food tech, legal|reg tech, fintech and crypto.


Howard is also a Managing Director and primary shareholder of Doon Insights, a startup and technology events company that hosts invitation-only, highly curated workshops and salons for startups, financial investors and corporates at his ranch in the Santa Cruz mountains.


He began his work life as a corporate lawyer with O'Melveny & Myers and for many years was the Chair of the Firm's Asia Practice. He helped establish the firm's offices in Tokyo, Shanghai, Hong Kong and Beijing, and practiced for many years as a cross-border investment specialist based in Asia. Since 2001 Howard has been based in Silicon Valley, but has continued to do business in the Asia markets.

Ralph Baxter


ralph@ralphbaxter.com


Ralph served as Chairman & CEO of Orrick for nearly a quarter century, leading the firm as it expanded, diversified and extended its geographic reach, transforming from a domestic firm with California origins to become one of the world's most prominent global law firms, with more than 1,100 lawyers in 25 offices across the United States, Europe and Asia.


Ralph launched several groundbreaking initiatives that modernized the way Orrick operated and served its clients, including establishing the legal industry's first on-shore operations center in Wheeling, West Virginia in 2001, affirmatively embracing technology, and instituting non-traditional talent and pricing models, distinguishing the firm as a bold innovator.


The American Lawyer named Ralph one of the "Top 50 Big Law Innovators of the Last 50 Years." In naming Ralph among the "Most Innovative Managing Partners," Law360's editors said Ralph "has left an indelible mark not only on [Orrick]โ€ฆ but also the larger practice by upending traditional career models, rejiggering payment structures and transforming the business of law in many other innovative ways." 

๏ปฟ

Recognized as one of America's "100 Most Influential Lawyers" by The National Law Journal, Ralph has long been a frequent speaker on business leadership and the evolution of the legal profession. He is the founder of the Law Firm Leaders Forum, one of the most significant gatherings of law firm leaders that annually examines the critical issues facing the legal profession.


Post Orrick, Ralph continues to influence the modernization of legal service. He is particularly active in the development and delivery of legal technology, as an advisor, investor, and board member, including Intapp and LexMachina. He also advises law firms, and engages in public interest projects and thought leadership, including serving on the advisory boards of the Centers on the Legal Profession at the Stanford and Harvard Law Schools.

Doug Bemis


doug@syntracts.com


Doug Bemis currently serves as co-founder of Syntracts and is an experienced innovator, company-builder, and executive within the machine learning and technology world. Prior to Syntracts, Doug co-founded a company, Geometric Intelligence, that fused together different cutting-edge machine learning techniques in order to improve the state-of-the-art in deep learning. This company was acquired by Uber in 2016 and became Uber AI Labs, where Doug served as CTO and was responsible for delivering cutting-edge machine learning solutions at scale. Doug has also served as CTO at several other startups, as well as directed the product and technology efforts for the portfolio companies that were incubated within the startup studio Redesign Health.


Doug has always loved studying and learning about natural language and comprehension and holds a PhD in neurolinguistics and computational neuroscience from NYU based on studies into the neural bases of language comprehension.

Danielle Benecke


danielle.benecke@bakermckenzie.com


Danielle Benecke is the Founder and global head of Baker McKenzie Machine Learning (BakerML), an industry-leading practice and venture that combines the Firm's legal expertise with advanced AI.


Danielle was previously a senior lawyer in the Firm's IP and Technology Practice advising clients on the development and use of AI, as well as a regional leader of its Reinvent innovation program.


Danielle has a Masters of Law, Science, and Technology from Stanford University, was previously a member of the Stanford Graduate School of Business' Venture Studio and a Fellow of the Legal Design Lab, and has served as a venture coach in CodeX's AI and Law program.

Todd Bissett


todd.bissett@pulselaw.com


Todd Bissett is a lawyer and CEO of Pulse Law LLP in Waterloo Region. Before founding Pulse Law in 2025, Todd practiced as a partner at major firms in Canada, the US and internationally for over two decades.


A widely experienced business, technology, and international transactions lawyer, licensed in California and Ontario, Todd started his career in Silicon Valley. He worked with major US and international firms for a decade in California and Asia, ultimately managing the China practice of an AMLAW 100 firm. Eventually, Todd relocated back to his roots in Waterloo Region, the heart of Canada's technology industry.


Todd's emerging growth practice focuses on the complete life-cycle of startup companies, from formation and organizational work through all of their corporate legal needs and covering equity and debt financings, mergers and acquisitions, and complex business combinations. Todd acts for both issuers and investors in investments, and sellers and buyers in M&A transactions. He has worked extensively with major institutional and strategic investors, venture capital and hedge funds, and companies and issuers from early stage startups to multinational public and private organizations.

In his international practice, Todd advises on complex, cross-border transactions and business arrangements, drawing on his wide experience and resources to oversee multijurisdictional matters on behalf of his clients.


Todd has experience across several industries including AI, software, telecom and value-added services, manufacturing, gaming, financial services, agtech, education, biotech, and medical products and services. Todd advises early-stage companies on a pro bono basis in association with accelerator and incubator programs such as Communitech, the Accelerator Centre, and the University of Waterloo's Velocity Program.


Todd frequently speaks on topics related to the emerging growth market and doing business internationally (and particularly in China) at events for students, entrepreneurs, investors, and corporate executives.

Brad Christmas


bchristmas@foley.com


Brad Christmas is the Chief Information Office at Foley & Lardner where he leads technology and research operations supporting the firm's 24 office locations. Prior to joining Foley in 2018, he was Managing Director at nSource, a strategic consulting, technology and managed services company based in Chicago. Over a four-year period, he personally led engagements at 17 law firms of all sizes. Before joining nSource in 2014, Brad served as the Chief Operating Officer of Dow Lohnes PLLC, a national communications and education regulatory law firm based in Washington DC. At Dow Lohnes, he directed all aspects of the firm's business functions including finance; technology, marketing, facilities, human resources and intellectual property docketing.


Prior to joining Dow Lohnes in 2008, Brad spent seven years as the CIO for Akin Gump Strauss Hauer & Feld LLP and six years as the CIO at Shaw Pittman Potts & Trowbridge. In these roles, he directed large-scale complex system upgrades impacting every business function in the firm, improving operating efficiencies and reducing operating costs.


Brad began his career as a Surface Warfare Officer in the US Navy where served in the Gulf War and taught at the US Naval Academy. He has an undergraduate degree from Northwestern University and has completed Executive Education programs at the Harvard Business School focusing on professional service firm management and technology. He resides in Garrett Park, Maryland with his family.

Annie Datesh


adatesh@wsgr.com


Annie Datesh is Wilson Sonsini's chief innovation officer. In this role, she works closely with firm management to set the firm's innovation strategy, develop and implement legal technology programs for the firm and its clients, and support both internal and client teams on the legal and operational implications of emerging technologies and business models in the legal industry.


Previously, Annie was a corporate and securities attorney in the firm's Palo Alto office with a focus on representing companies at all stages of their lifecycle, from incorporation through fundraising, public offerings, and mergers and acquisitions in both private and public markets. Annie also has in-house experience and a first-hand understanding of the challenges of building and scaling a high-growth company, including being seconded to Square, Inc. during its IPO and serving on the leadership team at a venture-backed legal tech start-up, where she was the driving force behind a number of programs and departments.

Jacob Effron


jeffron@redpoint.com


Jacob joined Redpoint in 2020 and focuses on AI, enterprise software and healthcare opportunities. He previously worked in product at Flatiron Health after working at Off Grid Electric and McKinsey.


Jacob holds a B.A. in Economics and History from Yale and an MBA from Wharton where he was a Palmer Scholar.


In his free time, Jacob enjoys reading non-fiction, playing basketball and tennis and watching soccer in as many countries as he can.

Edward Epstein


edward@epstein.hk


Edward Epstein is a lawyer and investor. Since the 1990s he was a partner in international law firms in China and Hong Kong and is now an independent legal advisor and barrister specializing in China matters. He is also an early stage angel investor.

Tim Follett


tim.follett@structureflow.co


Tim Follett is the CEO & Founder of StructureFlow. Before the launching in 2018, Tim worked as an M&A lawyer at Slaughter and May in London, where he saw firsthand how visualization could simplify complex deals - but also how outdated tools made the process slow and inefficient. Frustrated by the status quo, he believed there had to be a better way so he left Big Law to build a more effective solution from the ground up. Today, StructureFlow is redefining how legal and financial professionals model, analyze, and communicate complex structures, empowering firms worldwide to work smarter and faster.


Tim lives in London with his family. He earned a BA in Modern History from Oxford University, a Graduate Diploma in Law from The University of Law and did his Legal Practice Course at BPP Law School.

Rob Fraser


rfraser@auroracap.com


Rob Fraser joined Aurora Capital Partners in 2007 and today leads the firm's Software and White Collar Services investment strategy. Previously, Rob was a Senior Associate at BC Partners and served on the United States Treasury's Auto Task Force driving the restructuring of the automotive industry during the Great Financial Crisis. Rob has an MBA with Distinction from Harvard Business School and a BA in Economics with Distinction from Stanford University.

Dennis Garcia


dennis.c.garcia@microsoft.com


Dennis Garcia is an Assistant General Counsel for Microsoft Corporation based in Chicago and provides lead legal support to the Microsoft Americas Partner Solutions and Sales Enablement & Operations teams. He practices at the intersection of law, technology and business. Prior to joining Microsoft, Dennis worked as an in-house counsel for Accenture and IBM.


Dennis received his B.A. in Political Science from Binghamton University and his J.D. from Columbia Law School. He is admitted to practice in New York, Connecticut and Illinois (House Counsel). You can follow Dennis on Twitter @DennisCGarcia and LinkedIn.

Joe Green


jgreen@gunder.com


Joe Green is the Chief Innovation Officer of Gunderson Dettmer. In this role, he leads the firm's innovation strategy, with a focus on transforming the service delivery platform to provide a more modern experience for both internal and external stakeholders. He is also of counsel in Gunderson's New York office, with extensive experience advising startup and emerging technology companies and venture capitalists.


Joe has authored dozens of articles on startup-related issues, the business of law, legal technology and the future of the legal industry. He speaks regularly on these topics at industry and academic conferences, law firms and law schools. Joe's academic work has been cited by SEC commissioners and staff in public speeches and reports on numerous occasions.


Joe was previously a senior associate at Gunderson and left to join Thomson Reuters as a Senior Legal Editor at Practical Law, the premier online legal know-how service for business lawyers. At Practical Law, Joe created content and technology solutions enabling thousands of law firm and in-house attorney customers in the startup and venture capital space to deliver services more efficiently and effectively. Joe started his legal career as a securities lawyer with Simpson Thacher in New York.

Gregory Heibel


gheibel@orrick.com


Gregory Heibel, a partner in the Silicon Valley office, is a member of the Technology Companies Group, which advises emerging and public technology companies, venture capital firms and other technology investors, as well as Orrick's Energy Group.


Greg's practice focuses on the formation, financing and strategic guidance of rapidly growing technology companies, the representation of venture capital firms and other investors in private and public offerings, as well as other complex transactions related to high growth companies.


Greg has completed many hundreds of financings, mergers, acquisitions and intellectual property transactions for young companies in the networking, wireless, Internet, software, life sciences and consumer sectors. He regularly advises some of the largest technology companies in the world, including a Fortune 10 technology leader, in their global strategic investments into innovative startups. Additionally, Greg has represented numerous publicly traded companies in their public offering, mergers and acquisitions and ongoing corporate governance needs, including Life360 (ASX:360), Foundry Networks, Virage Networks, Adeza, Laserscope, Intellisync and Preview Systems.


Greg also was an Assistant Investment Manager for Genevest, a venture capital firm based in Geneva, Switzerland, where he participated in the first organizational meeting of the European Union World Wide Web Consortium. Prior to practicing law, Greg worked with a number of venture capital backed technology companies in operational and advisory roles, including Intellimeter, eT Communications and Metering Technology Corporation. 

Conan Hines


conan.hines@friedfrank.com


As the Director of Legal Technology at Fried Frank, Conan Hines leads the firm's cutting-edge legal tech and AI initiatives, enhancing efficiency and advancing technological capabilities Firmwide to all personnel. In this capacity he works hand-in-hand with the lawyers plus various departments at the Firm, including Information Services, Knowledge Management, Marketing and Professional Development.


Before joining Fried Frank, Conan served as a Senior Legal Technology Advisor at a Magic Circle firm for six years, where he played a pivotal role in deploying advanced legal technology and AI solutions. Prior to that, he spent over five years at an AmLaw 100 firm, focusing on legal innovation and transformative technology strategies. Conan's career began in law practice before transitioning to the ediscovery domain and ultimately stepping into the legal innovation space.


With 18 years of experience in the legal field, Conan brings a wealth of knowledge and a forward-thinking approach to technologically empowering the practice of law with the business of law. He is also a board member of the International Center for Advocates Against Discrimination (ICAAD), an international NGO dedicated to addressing systemic discrimination in the legal system.

Enam Hoque


enam@lawbeta.com


Enam is a multifaceted professional operating at the intersection of law, finance, and technology. His academic journey began at St. John's University, where he completed the Honors Program with a dual major in English and Philosophy while serving as Student Body President. Enam went on to earn his J.D. cum laude from the State University of New York at Buffalo Law School, where he further developed his legal skills as an editor of the Buffalo Law Review.


Enam started his career at the well-respected Wall Street firm Cahill Gordon & Reindel LLP, representing major financial institutions in complex banking and finance transactions. He then transitioned to Moody's Investors Service, where he became a recognized expert in the high-yield bond and leveraged loan markets. At Moody's, Enam developed an innovative scoring system for legal documents and played a key role on the Technology Disruption Committee, leading machine learning initiatives that used natural language processing for legal term extraction and risk assessment.


Driven by a passion for legal innovation, Enam founded LawBeta, a cutting-edge legal technology consultancy. His notable work, "LegalBench: A Collaboratively Built Benchmark for Measuring Legal Reasoning in Large Language Models," co-authored with Stanford University researchers, was accepted at the prestigious NeurIPS machine learning conference, underscoring his contributions to the field of legal tech.


With his unique blend of legal, financial, and technological expertise, Enam is well-positioned to make a significant impact on the legal industry. His experience, leadership, and commitment to innovation make him an attractive prospect for venture capitalists interested in the evolving landscape of legal technology.

Dan Katz


dan@273ventures.com


Professor Katz is a scientist, technologist and professor who applies an innovative polytechnic approach to teaching law - to help create lawyers for today's biggest societal challenges. Both his scholarship and teaching integrate science, technology, engineering, and mathematics. Professor Katz's forward-thinking ideas helped to earn him acknowledgement among the Fastcase 50, an award which "recognizes 50 of the smartest, most courageous innovators, techies, visionaries, and leaders in the law." He was also named to the American Bar Association Journal's "Legal Rebels," a prestigious group of change leaders in the legal profession. Professor Katz has published or forthcoming work in a wide variety of academic outlets, including Science, Philosophical Transactions of the Royal Society A, Plos One, Scientific Reports, Journal of the Royal Society Interface, Journal of Statistical Physics, Europhysics Letters, Frontiers in Physics, Physica A, Proceedings of the ACL and Artificial Intelligence & Law. In addition, his work has been published in legal journals including Cornell Journal of Law & Public Policy, Emory Law Journal, Virginia Tax Review, Iowa Law Review, Illinois Law Review, Ohio State Law Journal, Journal of Law & Politics, and Journal of Legal Education. Professor Katz is the co-editor of a volume entitled Legal Informatics (Cambridge University Press - 2021). Professor Katz has an Erdล‘s Number = 4.


Professor Katz is an external affiliated faculty at CodeXโ€”The Stanford Center for Legal Informatics. In addition to teaching and researching, Professor Katz serves as an editor of the International Journal of Law and Information Technology (Oxford University Press) and as a member of the Editorial Board of the Journal of Artificial Intelligence & Law (Springer Scientific).


Professor Katz is actively involved in the rapidly growing legal technology industry. He recently co-founded 273 Ventures - a legal AI company who is building the next generation Kelvin Legal Data Operating System. Previously, he was the Co-Founder & Chief Strategy Officer of LexPredict (a legal technology and analytics company that was acquired by Elevate in 2018). He also serves as a formal and informal advisor to a number of legal tech startups. In addition, he previously served on the advisory board of NextLaw Labs - a global collaborative innovation ecosystem organized with Dentons (the world's largest law firm).


Professor Katz received his Ph.D. in political science and public policy with a focus on complex adaptive systems from the University of Michigan. He graduated with a Juris Doctor cum laude from the University of Michigan Law School and simultaneously obtained a Master of Public Policy from the Gerald R. Ford School of Public Policy at the University of Michigan. During his graduate studies, he was a fellow in Empirical Legal Studies at the University of Michigan Law School and a National Science Foundation IGERT fellow at the University of Michigan Center for the Study of Complex Systems.

Ivan Lee


ivan@datasaur.ai


Ivan Lee graduated with a Computer Science B.S. from Stanford University, then dropped out of his master's degree to found his first mobile gaming company Loki Studios. After raising institutional funding and building a profitable game, Loki was acquired by Yahoo. Lee spent the next 10 years building AI products at Yahoo and Apple and discovered there was a gap in serving the rapid evolution of Natural Language Processing (NLP) technologies. He built Datasaur to focus on democratizing access to NLP and LLMs. Datasaur has raised $8m in venture funding from top-tier investors such as Initialized Capital, Greg Brockman (President, OpenAI) and Calvin French-Owen (CTO, Segment) and serves companies such as Google, Netflix, Qualtrics, Spotify, the FBI and more.

Daniel Lewis


daniel.lewis@legalontech.com


Daniel Lewis is the CEO, US for LegalOn Technologies, the global leader in AI contract review software for legal teams. Previously, Daniel led businesses at LexisNexis including Practical Guidance, Analytical, and State Net. He was CEO and co-founder of Ravel Law, which Lexis acquired in 2017.


Daniel holds a JD from Stanford Law and a BA from Johns Hopkins. He has served as a visiting professor for IE Law School's master's in legal Tech program in Madrid, and from 2012 to 2018 was a fellow at Stanford's CodeX center.

Ilona Logvinova


ilogvinova@cgsh.com


Ilona Logvinova is the Director of Practice Innovation at Cleary, where she architects, initiates and implements legal innovation and transformation initiatives (including adoption of legal technologies) to augment and accelerate workflows and client service delivery. Ilona was formerly the global Head of Innovation at McKinsey & Company, where she identified, lead and implemented cross-cutting and impactful innovation initiatives. At McKinsey Ilona was also a senior technology lawyer and team lead within McKinsey Digital, working closely with applications of emerging and cutting-edge technologies across use cases and industries.


Prior to joining McKinsey, Ilona was Senior Counsel at Mastercard, where she worked on ground-up technology builds and tech transactions to leverage the company's core assets and explore broader partnership opportunities. Prior to Mastercard, Ilona was an Associate at Fried Frank, where she specialized in leveraged finance. Ilona has a BA from Columbia University with a joint major in Economics and Philosophy and her JD from the Benjamin N. Cardozo School of Law. In her spare time, Ilona enjoys salsa dancing, and exploring her longtime hometown of New York City and its culture; indulging theatre, independent film, the culinary landscape, and the arts โ€“ especially alongside her 8-year old daughter.

Maya Markovich


markovichm@adr.org


Markovich joins the AAA from the Justice Technology Association (JTA), where she served as co founder and executive director. She noted that this new role reflects the natural progression of her focus on driving systemic change. "Joining the AAA-ICDR Institute is an incredible opportunity to implement initiatives that improve access and fairness in dispute resolution and the legal field." Markovich will also continue to lead JTA's mission to support justice tech entrepreneurs, with support from the AAA as a new JTA strategic partner.


A recognized legal and justice technology leader for over a decade, Markovich was formerly chief growth officer at Dentons' Nextlaw Labs and Nextlaw Ventures, the legal industry's first tech focused innovation catalyst and venture fund. She was named an ABA Legal Technology Resource Center "Woman of Legal Tech 2018," a "Woman Leading Legal Tech" by the Technolawgist in 2019 and one of five "Influential Women of Legal Tech" by ILTA in 2020. In 2023, she was part of the Fast Case 50, which honors legal industry visionaries. She is an innovator in residence at the University of California Law San Francisco's LexLab and serves on the boards of advisors at Responsible AI in Legal Services, LawTechUK and Legal Aid of North Carolina's Innovation Lab. A regular columnist for the Thomson Reuters Institute and frequent speaker and author on legal industry innovation, she is also a 2025 fellow-elect at the College of Law Practice Management. 

Chris Martin


chris@syntracts.com


Chris Martin is an experienced attorney and technologist who currently serves as the co-founder of Syntracts, an AI contract data extraction startup. Prior to this, Chris spent nearly six years leading the Emerging Technology Team at Latham & Watkins LLP, where he guided the firm's efforts to deploy cutting-edge technology solutions. Before transitioning to the technology side, Chris was an M&A associate at Cooley LLP and Akin Gump Strauss Hauer & Feld LLP.

Alex Martinez


amartinez@firstlegal.com


Alex has served as the Chief Executive Officer of First Legal since 2005, with a career in litigation support spanning over three decades. His leadership has fueled the significant growth of First Legal from a small, local attorney service company to the sole provider of File Thru Trialโ„ข litigation support nationwide. Alex prioritizes fostering a familial atmosphere, valuing both employees and clients, thereby cultivating a distinct and positive company culture and ensuring a seamless experience for clients. He spends his leisure time golfing and traveling with his wife Staci and their children.

Bridget McCormack


mccormackb@adr.org


Bridget M. McCormack is the president and CEO of the American Arbitration Association-International Centre for Dispute Resolutionยฎ (AAA-ICDRยฎ), the preeminent global provider of alternative dispute resolution services. She has an extensive background in judicial service, court administration and scholarship and a track record of advocacy for innovation and technology in dispute resolution. Before her tenure at AAA-ICDR, which commenced in February 2023, McCormack served as the Chief Justice of the Michigan Supreme Court from 2019 to 2022 after being an associate justice since 2013. Her leadership led to pioneering reforms in Michigan's court system, notably the launch of the state's first online dispute resolution platform and an eviction diversion program, both crucial during the COVID-19 pandemic.


McCormack's dedication to education and legal reform is evident in her academic roles. As an esteemed educator at the University of Pennsylvania Law School, she has been instrumental in exploring the implications of artificial intelligence in the legal sector and advocating for responsible AI practices within the profession. Her leadership as the chair of the American Bar Association's Section on Legal Education and Admission to the Bar and her involvement with key legal education and reform committees have been pivotal in modernizing legal education and practice.


Her early career began in New York City, where she worked as a trial attorney at the Legal Aid Society and then at the Office of the Appellate Defender, followed by academic positions at Yale and the University of Michigan Law Schools. Notably, she co-founded the Michigan Innocence Clinic, the first non-DNA innocence clinic in the country, which has led to the exoneration of 41 individuals as of April 2024.


McCormack' s achievements have been widely recognized, earning her numerous awards, including the Sunshine Award from the Michigan Press Association for promoting transparency in public service and the Rebuilding Justice Award, acknowledging her dedication to legal reform. Her influential work earned her the title of "Influential Woman in Law" by Michigan Lawyers Weekly in 2022.


A graduate of Trinity College and New York University Law School, where she was a Root-Tilden Scholar, McCormack's professional journey reflects a pursuit of justice, innovation and education in the legal field. She is married to Steven Croley, Ford Motor Company's general counsel and chief policy officer, and they have four adult children.

Bill Mills


william.mills@lexisnexis.com


Bill Mills is the Head of Corporate Development for LexisNexis Legal & Professional (a RELX company), responsible for M&A, Business Development, and third-party content licensing. LexisNexis is a leading global provider of content and technology solutions that enable professionals in legal, corporate, government, academic organizations to make informed decisions.


Before coming to LexisNexis, Bill served as the Head of Corporate Development for eBay Enterprise, Forbes Media, DoubleClick. Prior to that, he served as a Director of Media Investment Banking at Salomon Brothers and Bear Stearns. He has a broad experience in M&A, capital-raising and accounting. He earned his CPA while at PricewaterhouseCoopers and obtained his MBA from NYU.

Robin Moe


robin@legora.com


Robin Moe is the Head of Implementation and Legal Engineering at Legora, with a long track record of building cutting-edge software for the legal industry as an entrepreneur, software developer and lawyer.

Scott Mozarsky


smozarsky@jegiclarity-us.com


As a Managing Director in our New York office, Scott brings 25 years of M&A, capital markets and operating experience working with global organizations in the business information, technology, news distribution and B2B media industries. Scott has added experience across the Legal, Compliance, Public Relations, Investor Relations and Technology verticals.


Prior to joining JEGI CLARITY, Scott led Bloomberg's legal market business, was global co-head of M&A for UBM and had added responsibilities at PR Newswire and Vannin Capital, one of the world's largest legal finance organizations.


Scott earned his BA degree from Williams College, and his JD degree from Fordham University School of Law. He is a member of the Board of Directors of Pro Bono Net, a not for profit organization focused on using technology and innovation to close the Access to Justice gap, and a certified FINRA representative.

Lรฉo Murgel

lmurgel@salesforce.com


Lรฉonardo Murgel is Chief Operating Officer and Senior Vice President for Salesforce Legal and Corporate Affairs (LCA). In this role, Lรฉo leads the way in enhancing the efficiency and effectiveness of LCA by leveraging multiple strategies in operational excellence to support the 500+ strong organization with best practices accelerating forth while generating significant cost savings for the company.


Prior to this role, Lรฉo was Vice President for IT Mergers & Acquisitions, where he was responsible for the due diligence and complete IT integration of 20+ Salesforce acquisitions. Lรฉo has also led Salesforce's IT Program Management office and held similar leadership roles throughout his career for global retailers, technology consultancies, and engineering firms. Lรฉo holds a bachelor's degree from UC Davis and further Business Administration and Project Management Education from UC Berkeley.

Naveen Pai


npai@gunder.com


Naveen is the firm's Chief Knowledge Officer. In this role, he leads the firm's efforts to design and implement innovative processes leveraging data and technology to provide a more valuable, client-centric experience.


Naveen is also of counsel in the firm's Silicon Valley office. Naveen has extensive experience representing startup and emerging growth technology companies, counseling founders and executives on a wide range of legal and business issues from formation to exit. He also works with the premier venture capital firms and angels that invest in these companies in the U.S. and internationally.


Naveen was previously a senior associate at Gunderson. Prior to starting his legal career, Naveen held software development roles at companies ranging from formation stage to public companies.

Adrian Parlow


adrian@pointone.com


Co-founder & CEO of PointOne. Previously a corporate lawyer at Fenwick & West, doing financings and acquisitions for companies like Robinhood and Stripe. After that, was General Counsel and in product and ops roles at Wefunder (YC W13).

Damien Riehl


damien.riehl@vlex.com


Damien Riehl is a lawyer and technologist with experience in complex litigation, digital forensics, and software development. A lawyer since 2002 and coder since 1985, Damien clerked for the chief judges of state and federal courts, practiced in complex litigation for over a decade, has led teams of cybersecurity and world-spanning digital forensics investigations, and has built AI-backed legal software.


Co-Chair of the Minnesota Governor's Council on Connected and Automated Vehicles, he is helping recommend changes to Minnesota statutes, rules, and policies โ€” all related to connected and autonomous vehicles. Damien is Chair of the Minnesota State Bar Association's AI Committee, which oversees an AI Sandbox to promote Access to Justice (A2J).


At SALI, the legal data standard, Damien built and greatly expanded the taxonomy of over 18,000 legal tags that matter, helping the legal industry's development of Generative AI, analytics, and interoperability.


At vLex Group โ€” which includes Fastcase, NextChapter, and Docket Alarm โ€” Damien helps lead the design, development, and expansion of various products, integrating AI-backed technologies (e.g., GPT) into a billion-document dataset from 100+ countries, all to improve legal workflows.

Ahmed Shaaban


ashaaban@fulcrumchicago.com


As CEO and a founder of Fulcrum Global Technologies, Ahmed Shaaban leads the team in strategic business development activities. Through his leadership, Fulcrum has become the recognized market leader in commercial enterprise and cloud solutions serving the mainstream supply chain of Fortune 500 companies for global legal and professional services firms.


Ahmed is a major contributor to the development of Chicago's incubation environment for high technology companies in the New Millennium. He completed his B.S. in Biomedical Engineering at Boston University and his MBA at Loyola University of Chicago, and he holds numerous board appointments.

Whitney Stefko


wstefko2@ford.com


"With over 15 years of experience in the legal, operations, and technology spaces, I have been fortunate to work across a variety of entities with varying levels of maturity: startups, medium and large corporations, and law firms. This maturity spectrum has required expertise in both ground-up people, process, and technology analysis and development as well as innovation and optimization in already existing functions.


In both my professional and personal life, I am a big advocate of health and wellness. Outside of work, I spend most of my time adventuring with my husband, Chris, and son, Dexter, learning and implementing personal growth, and traveling.

Darth Vaughn


dvaugh41@ford.com


Darth Vaughn serves as Litigation Counsel and leads the Legal Innovation & Technology Operations team for Ford Motor Company's Office of General Counsel. Prior to joining Ford, Darth was a trial attorney who represented corporations in a wide-range of high-stakes litigation. As a former business technology consultant with Accenture, Darth has utilized his substantial technical knowledge and expertise to help in-house legal departments implement legal operations and technology platforms to better manage resources and facilitate innovative problem solving. Darth has also assisted in-house legal departments in adopting and deploying artificial intelligence and other emerging technologies to better identify and mitigate legal risk and provide greater actionable business intelligence.

Roland Vogl


rvogl@law.stanford.edu


Dr. Roland Vogl is a scholar, lawyer and entrepreneur who, after more than twenty years of academic and professional experience, has developed a strong expertise in legal informatics, intellectual property law and innovation. Currently, he is Executive Director of the Stanford Program in Law, Science and Technology and a Lecturer in Law at Stanford Law School. He focuses his efforts on legal informatics work carried out in the Center for Legal Informatics (CodeX), which he co-founded and leads as Executive Director. Dr. Vogl is also a Visiting Professor at the University of Vienna, Austria and where he teaches about U.S. intellectual property law and at Bocconi University in Italy where he teaches computational law. Dr. Vogl is also actively involved in the rapidly growing legal tech industry. He was named to the American Bar Association Journal's "Legal Rebels," a highly-regarded group of legal innovators and he was previously selected as one of the Fastcase 50. Dr. Vogl is on the Board of Directors of Merico, LexCheck, and IPNexus and on the advisory board of Lawgood, Lexon, Legaler, Leap-IP and Rulebooks.


Previously, he co-founded and served as CFOO of Vator, Inc. and SIPX, Inc., a copyright technology company which was acquired by ProQuest in 2015. His experience also includes working as the first teaching fellow of Stanford Law School's international LLM degree program in Law, Science and Technology, as an IP associate at Fenwick & West LLP, as a press associate at the European Parliament and as a law clerk at the European Commission's Directorate General for Audiovisual Media, Information and Communication.


Vogl holds both a Dr.iur. (JSD) and a Mag.iur. (JD) from Leopold-Franzens University of Innsbruck, Austria as well as a JSM from Stanford Law School.

Nathan Walter


nwalter@briefpoint.ai


Nathan Walter is the CEO of Briefpoint, a legal technology company specializing in AI-blacked litigation document preparation solutions. Nathan's interest in the applications of AI within the legal field led him to research AI-powered document review systems starting in 2016. This research underlies Nathan's several papers on AI, including AI Adjudication (2018) and Machine Learning v. the Federal Rules of Evidence (2020). Since then, Nathan and his team at Briefpoint have developed and trained bespoke AI systems designed to eliminate the mundane work inherent in litigation document preparation.

Venue

Venue

Doon Insights
Address to be provided to attendees separately
Santa Cruz, California

Contact us

For additional event or venue information, please send an email to katie@dooninsights.com

See route

Logistics

Time:  


We will begin promptly at 8:30 am. Please plan on arriving by 8/8:15 am for coffee/tea, pastries, and visiting. The day will end with a fine wine and beer reception, music, and a hearty dinner that will begin around 6 pm. 


Attire: 


Casual mountain wear (jeans, flannel shirts, outdoor shoes or boots and other comfortable attire are all welcome. No suits, ties, or dresses necessary!)


Socks: 


This is a "shoes off" household, meaning you should wear your best socks. We will be holding a "Best Socks" contest at the end of the day where you might get the chance to win... more socks! 


Travel/Flights: 


SFO or SJC. Either airport works. The San Jose airport is 20/30 minutes closer to the venue, but requires driving through some windy roads on your way.


Getting There: 


Address: 126 Martin Rd. Bonny Doon CA


We are in the mountains 15/20 minutes from Santa Cruz, tucked into the Santa Cruz mountains. We suggest renting a car if possible. Ride share services do not frequent the area and drivers sometimes have difficulty finding our place, so we do not recommend an Uber pickup.


Driving Tips:


**Cell coverage is minimal along the coast & as you enter the mountains. Please have your directions downloaded in advance. Be aware ride-share services do not frequent the area, so we do suggest renting a car or pre-scheduling transport to/from the airport/venue.

๏ปฟ

1. The Most Scenic Route: Go down Highway 1 from Half Moon Bay, past Davenport, left on Bonny Doon Road for 3.5 miles, and then turn right on Martin Road (first driveway on the right). This route works best for those coming from SFO/San Francisco.

 

2. The Main Route -- Go South on Highway 17 until you get to Santa Cruz, then right on Highway 1 for 10 miles, then right on Bonny Doon Rd for 3.5 miles, then right on Martin Road (first driveway on the right). This works best for those coming from SV or San Jose Airport. Highway 17 can be very slow at rush hour or if there is an accident. 

 

3. The Back Mountain Route -- Your GPS may tell you to get off Highway 17 at Mt Herman Road, go thru Felton to Bonny Doon. This is a pretty curvy, narrow road and can be dangerous during or after a rainstorm because of fallen trees, branches, power lines, washouts and accidents. 

 

4. Coming from Santa Cruz -- Head north on Highway 1 for about 9.5 miles. Turn right onto Bonny Doon Road. Continue for 3.5 miles, take a slight right onto Martin Road for 0.2 miles. It will be the first driveway/gate on the right. 


Places to Stay:  


Most people stay in Santa Cruz. There are many hotels to consider.

 

  1. Dream Inn Santa Cruzโ€‹โ€‹a Joie de Vivre Boutique, is our preferred hotel vendorThe Dream Inn has kindly offered us a Courtesy Block/discounted room rate on a first come/first served basis for March 17th - March 19th. (20 rooms available, king or double queen options, includes a waived self-parking fee for the duration of your stay). Please call 844-291-9681 and tell them you're attending the Doon Insights March Event to receive our discounted rate. If you've already booked a room there, you may call the same number and they will transfer your reservation to our courtesy block rate.
  2. Sea and Sand Innโ€‹โ€‹ 
  3. West Cliff Inn, A Four Sisters Innโ€‹โ€‹ 
  4. La Quinta Inn & Suites by Wyndham Santa Cruz โ€‹โ€‹
  5. Hotel Paradoxโ€‹โ€‹ 
  6. Bella Notte - The Inn at East Cliffโ€‹โ€‹ 
  7. Fairfield Inn & Suites by Marriottโ€‹โ€‹ 


 

If you need anything, please reach Katie at 765-376-9999.

Sponsors and Host

About Us

Doon Insights connects industry leaders, technologists, investors and startups to talk about tech.


Please visit dooninsights.comโ€‹ for more.

Doon Capital is Howard Chao's investment and consulting vehicle.


Please visit dooncapital.comโ€‹ for more. 

Photos

Cancellation Policies

We understand that plans change! The following policy is designed to ensure your satisfaction and understanding of the purchase process on our site.

  • Refunds requested more than 60 days prior to the start of the event are eligible for a 100% refund.
  • Refunds requested more than 15 days prior to the start of the event are eligible for a 50% refund, or you may transfer credit to a future event.
  • Refunds requested fewer than 15 days prior to the start of the event are not eligible for a refund.
  • If you contract COVID prior to the event and cannot attend, we will provide a full refund.


How to request a refund:

For inquiries about refunds, please reach out to Katie at: katie@dooninsights.com