Global eDiscovery Counsel, UBS AG
Prior to working at UBS AG, Jamie Brown was the Assistant General Counsel & eDiscover Counsel at the Commodity Futures Trading Commission.
Associate Professor of Law, St. Thomas University College of Law
Dan Epstein is Vice President at America First Legal and an Associate Professor of Law at St. Thomas University in Miami, Florida. He also advises individuals and small businesses in affirmative and defensive actions against government overreach. Previously, he advised startups on regulatory matters as Director at a venture capital firm. His federal service includes being a Special Assistant to and Senior Associate Counsel to the President and a counsel for the House of Representatives Committee on Oversight and Government Reform. Earlier in his career, Mr. Epstein founded and ran Cause of Action, where he represented clients in government investigations and litigated regulatory, constitutional, political, and public law matters.
He holds a Ph.D. from George Washington University in Political Economy, a J.D. from Emory University School of Law, and a B.A. from Kenyon College. He is active in the Palm Beach community as a member of the Fourth Court of Appeals Judicial Nominating Commission in Florida, a transition team member to Florida Attorney General James Uthmeier, and the Chairman and Trustee of Palm Beach State College.
Partner, Shook Hardy & Bacon LLP
Patrick is a partner in the firm’s General Litigation and Business Services Division where he leads the practice on e-compliance and digital investigations. He is one of the few e-discovery and compliance attorneys in the nation that possesses the tripartite experience of an in-house corporate counsel from a Fortune 16 organization; a senior attorney at a federal regulatory agency; and a partner in a large law firm.
Patrick has extensive experience advising on discovery and investigative matters involving commercial litigation, compliance, regulatory requests, antitrust matters, and personnel issues. Combined with a deep understanding of forensics and enterprise technology platforms, Patrick’s experience advising clients on responding to federal agency requests under the Electronic Communications Privacy Act (ECPA) is balanced by his broad-based skill in negotiating enterprise software license agreements for collaboration platforms, e-discovery software and enterprise level computer forensic tools.
Before joining Shook Hardy & Bacon, Patrick served as senior special counsel for electronic discovery in the Office of the General Counsel at the U.S. Securities and Exchange Commission (SEC). During his tenure at SEC, Patrick co-chaired of the agency’s cross-divisional Electronic Discovery Action Team and co-authored The SEC Electronic Discovery and Litigation Response Manual. He counseled SEC senior leadership and agency staff on best practices and guidance for discovery and litigation strategy and privilege protections and on strategically significant matters involving forensics, technology and ECPA interpretation for subpoena enforcement.
Patrick appeared twice as SEC’s 30(b)(6) deponent to defend the agency’s discovery practices with favorable outcomes to the agency. He successfully designed and implemented SEC’s preservation process as well as a federal government-wide educational program that includes participation of the federal judiciary.
Prior to serving at SEC, Patrick was an experienced in-house counsel leading Verizon’s electronic discovery practice as Director of Electronic Discovery and Senior Litigation Counsel. Patrick was one of the nation’s first in-house attorneys charged to create and deploy defensible policies, guidelines and procedures for litigation response.
While at Verizon, Patrick testified as the company’s Federal Rules of Civil Procedure 30(b)(6) witness, defending the same policies and guidelines that he helped design and implement. In 2006, he was nominated for the Verizon Excellence Award after playing a key role in the successful completion of Verizon’s response to the Department of Justice’s Second Request for Documents in its acquisition of MCI. As a result of his work, Inside Counsel magazine named Verizon’s e-discovery team as one of the ten most innovative legal groups of 2007, the group’s second year winning the title.
In 2007, Patrick appeared with U.S. Supreme Court Justice Stephen Breyer at Georgetown University Law Center’s Summit on Electronic Discovery. He has testified before the U.S. Judicial Conference’s Advisory Committee on the Federal Rules of Evidence where he presented his position on Proposed Rule of Evidence 502. The committee included in its draft to the Judicial Conference language incorporating his suggestions.
Outside of work, Patrick volunteers his time as a co-founder at The Electronic Discovery Institute, a non-profit organization that conducts studies of litigation processes for the benefit of the federal and state judiciary.
Patrick lectures regularly at educational events and legal conferences internationally. He has appeared on National Public Radio’s Morning Edition and was interviewed for the August 2008 edition of The Economist.
Legal Scholar and Solo Practitioner
Jack received his B.A. in History from the University of Virginia in 1977, graduating with Highest Distinction. After graduating Yale Law School in 1980, he served active duty in the U.S. Army's JAG Corps, rising to the rank of Major, where he represented the United States in more than 250 cases.
He practiced for a decade as an Associate for Bradley Arant in Birmingham, Alabama. He proudly served the State of Alabama in the Office of the Attorney General, both as Deputy and Assistant Attorney General, handling complex civil and criminal litigation cases for the people of Alabama. In 2000, he won the "Best Brief Award" from the National Association of Attorneys General for his brief in a case decided by the U.S. Supreme Court, James Alexander v. Martha Sandoval – a case he won. He was Special Assistant to the Inspector General for the Corporation for National and Community Service, Visiting Legal Fellow for the Center for Judicial and Legal Studies for the Heritage Foundation, Of Counsel at Strickland Brockington Lewis, a solo practitioner, and General Counsel for Indigo Energy.
Most recently, he "re-upped" for military service, volunteering his legal services to the Georgia State Defense Force where twice each month he provided legal services for National Guardsmen who were being deployed. He wore his military uniform for the last time in October 2024.
Jack Park passed away on March 16, 2026.
Managing Partner, Redgrave LLP
Victoria Redgrave brings to the Firm a unique combination of skills and experience as in-house litigation counsel for two major corporations, outside counsel at an AmLaw 100 firm, and as general counsel at a technology company. She is the Managing Partner of Redgrave LLP.
Vickie served as Vice President, Practice Development & General Counsel for Technology Concepts & Design, Inc. (TCDI). During her tenure with TCDI, she was responsible for providing legal advice and counsel to the corporation on all legal matters, including the negotiation and preparation of master services agreements and RFP responses. Her responsibilities also included providing senior leadership to product development activities and to service delivery teams regarding expectations and needs of in-house counsel to litigation management and discovery.
Before joining TCDI, Vickie was Managing Counsel–Litigation for a Fortune 40 chemical company. In this role, Vickie led the company’s Products Liability Group, supervising a team of attorneys and paralegals responsible for managing all product liability litigation matters in North America. Vickie’s experience also included managing the company’s Discovery Practice Group. Her responsibilities in this role included the global enterprise-wide assessment of the company’s capabilities and exposure regarding compliance with both federal and state procedural rules regarding discovery of electronically stored information, as well as development and implementation of a comprehensive litigation response plan for electronic discovery. Vickie led the selection and implementation of technologies for electronic discovery and matter/information management within the company. She also provided counsel to the company’s information systems team on issues related to email management, server security, and data privacy.
Vickie also worked previously in-house for a Fortune 500 engine design and manufacturing company as Senior Counsel–Litigation and was a Senior Associate at Barnes & Thornburg.
Vickie received a J.D. from the Indiana University School of Law at Indianapolis (summa cum laude) and a B.S. from the University of Indianapolis (magna cum laude). Vickie is admitted to practice in Michigan and the District of Columbia.
Judge, United States Court of Appeals, Fifth Circuit
Judge Smith was appointed U.S. Circuit Judge for the Fifth Circuit by President Reagan and entered on duty in January 1988. He attended public schools in Lubbock, Texas, and graduated from Yale University, receiving a B.A. in 1969 and a J.D. in 1972.
Judge Smith was a Law Clerk to U.S. District Judge Halbert Woodward, Northern District of Texas, 1972-1973; with the Houston law firm of Fulbright & Jaworski as an Associate, 1973-1981, and as Partner, 1981-1984; and as City Attorney, City of Houston, 1984-1988. He was Chairman, Civil Service Commission, City of Houston, 1982-1984; and a Director, Harris County Housing Authority, 1978-1980.
Judge Smith lives in Houston and is married to Mary Jane Smith and has four children: Ruth Ann, Clark, J.J., and Brandon. He formerly was Chair of the Advisory Committee on Federal Rules of Evidence of the Judicial Conference of the United States. He assists LexisNexis/Matthew Bender & Co. in periodic revisions of several chapters of Moore’s Federal Practice.
Global eDiscovery Counsel, UBS AG
Prior to working at UBS AG, Jamie Brown was the Assistant General Counsel & eDiscover Counsel at the Commodity Futures Trading Commission.
Associate Professor of Law, St. Thomas University College of Law
Dan Epstein is Vice President at America First Legal and an Associate Professor of Law at St. Thomas University in Miami, Florida. He also advises individuals and small businesses in affirmative and defensive actions against government overreach. Previously, he advised startups on regulatory matters as Director at a venture capital firm. His federal service includes being a Special Assistant to and Senior Associate Counsel to the President and a counsel for the House of Representatives Committee on Oversight and Government Reform. Earlier in his career, Mr. Epstein founded and ran Cause of Action, where he represented clients in government investigations and litigated regulatory, constitutional, political, and public law matters.
He holds a Ph.D. from George Washington University in Political Economy, a J.D. from Emory University School of Law, and a B.A. from Kenyon College. He is active in the Palm Beach community as a member of the Fourth Court of Appeals Judicial Nominating Commission in Florida, a transition team member to Florida Attorney General James Uthmeier, and the Chairman and Trustee of Palm Beach State College.
Partner, Shook Hardy & Bacon LLP
Patrick is a partner in the firm’s General Litigation and Business Services Division where he leads the practice on e-compliance and digital investigations. He is one of the few e-discovery and compliance attorneys in the nation that possesses the tripartite experience of an in-house corporate counsel from a Fortune 16 organization; a senior attorney at a federal regulatory agency; and a partner in a large law firm.
Patrick has extensive experience advising on discovery and investigative matters involving commercial litigation, compliance, regulatory requests, antitrust matters, and personnel issues. Combined with a deep understanding of forensics and enterprise technology platforms, Patrick’s experience advising clients on responding to federal agency requests under the Electronic Communications Privacy Act (ECPA) is balanced by his broad-based skill in negotiating enterprise software license agreements for collaboration platforms, e-discovery software and enterprise level computer forensic tools.
Before joining Shook Hardy & Bacon, Patrick served as senior special counsel for electronic discovery in the Office of the General Counsel at the U.S. Securities and Exchange Commission (SEC). During his tenure at SEC, Patrick co-chaired of the agency’s cross-divisional Electronic Discovery Action Team and co-authored The SEC Electronic Discovery and Litigation Response Manual. He counseled SEC senior leadership and agency staff on best practices and guidance for discovery and litigation strategy and privilege protections and on strategically significant matters involving forensics, technology and ECPA interpretation for subpoena enforcement.
Patrick appeared twice as SEC’s 30(b)(6) deponent to defend the agency’s discovery practices with favorable outcomes to the agency. He successfully designed and implemented SEC’s preservation process as well as a federal government-wide educational program that includes participation of the federal judiciary.
Prior to serving at SEC, Patrick was an experienced in-house counsel leading Verizon’s electronic discovery practice as Director of Electronic Discovery and Senior Litigation Counsel. Patrick was one of the nation’s first in-house attorneys charged to create and deploy defensible policies, guidelines and procedures for litigation response.
While at Verizon, Patrick testified as the company’s Federal Rules of Civil Procedure 30(b)(6) witness, defending the same policies and guidelines that he helped design and implement. In 2006, he was nominated for the Verizon Excellence Award after playing a key role in the successful completion of Verizon’s response to the Department of Justice’s Second Request for Documents in its acquisition of MCI. As a result of his work, Inside Counsel magazine named Verizon’s e-discovery team as one of the ten most innovative legal groups of 2007, the group’s second year winning the title.
In 2007, Patrick appeared with U.S. Supreme Court Justice Stephen Breyer at Georgetown University Law Center’s Summit on Electronic Discovery. He has testified before the U.S. Judicial Conference’s Advisory Committee on the Federal Rules of Evidence where he presented his position on Proposed Rule of Evidence 502. The committee included in its draft to the Judicial Conference language incorporating his suggestions.
Outside of work, Patrick volunteers his time as a co-founder at The Electronic Discovery Institute, a non-profit organization that conducts studies of litigation processes for the benefit of the federal and state judiciary.
Patrick lectures regularly at educational events and legal conferences internationally. He has appeared on National Public Radio’s Morning Edition and was interviewed for the August 2008 edition of The Economist.
Legal Scholar and Solo Practitioner
Jack received his B.A. in History from the University of Virginia in 1977, graduating with Highest Distinction. After graduating Yale Law School in 1980, he served active duty in the U.S. Army's JAG Corps, rising to the rank of Major, where he represented the United States in more than 250 cases.
He practiced for a decade as an Associate for Bradley Arant in Birmingham, Alabama. He proudly served the State of Alabama in the Office of the Attorney General, both as Deputy and Assistant Attorney General, handling complex civil and criminal litigation cases for the people of Alabama. In 2000, he won the "Best Brief Award" from the National Association of Attorneys General for his brief in a case decided by the U.S. Supreme Court, James Alexander v. Martha Sandoval – a case he won. He was Special Assistant to the Inspector General for the Corporation for National and Community Service, Visiting Legal Fellow for the Center for Judicial and Legal Studies for the Heritage Foundation, Of Counsel at Strickland Brockington Lewis, a solo practitioner, and General Counsel for Indigo Energy.
Most recently, he "re-upped" for military service, volunteering his legal services to the Georgia State Defense Force where twice each month he provided legal services for National Guardsmen who were being deployed. He wore his military uniform for the last time in October 2024.
Jack Park passed away on March 16, 2026.
Managing Partner, Redgrave LLP
Victoria Redgrave brings to the Firm a unique combination of skills and experience as in-house litigation counsel for two major corporations, outside counsel at an AmLaw 100 firm, and as general counsel at a technology company. She is the Managing Partner of Redgrave LLP.
Vickie served as Vice President, Practice Development & General Counsel for Technology Concepts & Design, Inc. (TCDI). During her tenure with TCDI, she was responsible for providing legal advice and counsel to the corporation on all legal matters, including the negotiation and preparation of master services agreements and RFP responses. Her responsibilities also included providing senior leadership to product development activities and to service delivery teams regarding expectations and needs of in-house counsel to litigation management and discovery.
Before joining TCDI, Vickie was Managing Counsel–Litigation for a Fortune 40 chemical company. In this role, Vickie led the company’s Products Liability Group, supervising a team of attorneys and paralegals responsible for managing all product liability litigation matters in North America. Vickie’s experience also included managing the company’s Discovery Practice Group. Her responsibilities in this role included the global enterprise-wide assessment of the company’s capabilities and exposure regarding compliance with both federal and state procedural rules regarding discovery of electronically stored information, as well as development and implementation of a comprehensive litigation response plan for electronic discovery. Vickie led the selection and implementation of technologies for electronic discovery and matter/information management within the company. She also provided counsel to the company’s information systems team on issues related to email management, server security, and data privacy.
Vickie also worked previously in-house for a Fortune 500 engine design and manufacturing company as Senior Counsel–Litigation and was a Senior Associate at Barnes & Thornburg.
Vickie received a J.D. from the Indiana University School of Law at Indianapolis (summa cum laude) and a B.S. from the University of Indianapolis (magna cum laude). Vickie is admitted to practice in Michigan and the District of Columbia.
Judge, United States Court of Appeals, Fifth Circuit
Judge Smith was appointed U.S. Circuit Judge for the Fifth Circuit by President Reagan and entered on duty in January 1988. He attended public schools in Lubbock, Texas, and graduated from Yale University, receiving a B.A. in 1969 and a J.D. in 1972.
Judge Smith was a Law Clerk to U.S. District Judge Halbert Woodward, Northern District of Texas, 1972-1973; with the Houston law firm of Fulbright & Jaworski as an Associate, 1973-1981, and as Partner, 1981-1984; and as City Attorney, City of Houston, 1984-1988. He was Chairman, Civil Service Commission, City of Houston, 1982-1984; and a Director, Harris County Housing Authority, 1978-1980.
Judge Smith lives in Houston and is married to Mary Jane Smith and has four children: Ruth Ann, Clark, J.J., and Brandon. He formerly was Chair of the Advisory Committee on Federal Rules of Evidence of the Judicial Conference of the United States. He assists LexisNexis/Matthew Bender & Co. in periodic revisions of several chapters of Moore’s Federal Practice.
“The Dog Ate My Emails!”: Document Retention Policies, Litigation Holds, and Legal Ethics
Jamie Brown, Daniel Z. Epstein, Patrick Oot, John J. Park, Victoria A. Redgrave, Julie Goldsmith Reiser, Jerry E. Smith
2014 National Lawyers Convention
Once upon a time, corporations, government departments, and other entities made their own decisions about...
“The Dog Ate My Emails!”: Document Retention Policies, Litigation Holds, and Legal Ethics
Jamie Brown, Daniel Z. Epstein, Patrick Oot, John J. Park, Victoria A. Redgrave, Julie Goldsmith Reiser, Jerry E. Smith
2014 National Lawyers Convention
Once upon a time, corporations, government departments, and other entities made their own decisions about...