Join the Electronic Discovery Institute (EDI) for its second-annual Summer Meeting, in New York City! EDI is thrilled once again to host an exclusive meeting at Cravath, Swaine & Moore LLP's New York offices on Wednesday, June 7th, 2017. We welcome you to be a part of this program as we explore a fresh array of 2017 issues.

Over the past several years, EDI’s programming has become synonymous with influential scholarship due to the relevance of its sessions. EDI’s distinguished faculty are carefully selected for their dedication to the advancement of thought leadership and advocacy.

Particularly for in-house counsel, EDI’s Summer Meeting offers a relaxed, open environment in which attendees will benchmark with peers, all while perfecting an understanding of eDiscovery, technology and the practice of law.

We look forward to seeing you there!




Participating Organizations


June 7, 2017

Program Schedule

8:00 - 8:30 am | Registration, Breakfast & Opening Remarks

8:30 - 9:30 am | Buyers, Cellars & Wind-Downs

9:30 - 9:40 am  | 10-Minute Shuffle

9:40 - 10:40 am | Wall Street: Money in the Litigation Industry

10:40 - 11:00 am | Refreshment Break

11:00 am - 12:00 pm | Off Broadway: The Role of Testifying, Consulting Experts, 30(b)(6) & Fact Witnesses

12:00 - 12:30 pm | Luncheon

12:30 - 1:30 pm | Beating the Traffic: How to Staff & Set-Up a TAR Matter

1:30 - 1:40 pm | 10-Minute Shuffle

1:40 - 2:40 pm | Dealing with Sandy: Crisis Management

2:40 - 2:50 pm | 10-Minute Shuffle

2:50 - 3:50 pm | Freedom Tower: What You Can Do in the Clouds

3:50 - 4:00 pm | Refreshment Break

4:00 - 5:00 pm | Game Over: Ending Custodian-Based Over-Preservation Using 26(b)(1) & 37(e)

5:00 - 6:30 pm | Cocktail Reception



Program AGENDA

Buyers, Cellars & Wind-Downs

It has been said that Barbara Streisand has a shopping mall in her Malibu basement.  Similar surprises are normal in a world of mergers and acquisitions – you never know what the inventory of Electronically Stored Information (ESI) will reveal when the deal has closed or the doors have shut.  This session will discuss the issues and risks associated with ESI management, as well as the preservation expectations companies face during the acquisition process, divestiture or bankruptcy.


Wall Street: Money in the Litigation Industry

Private equity loves litigation and especially eDiscovery – on both sides of the V.  This panel will discuss the effect of outside money in litigation and the eDiscovery business.  The discussion will provide strategy points and illustrate the methods by which you can discover how your opponent is financing the case and how best to communicate that information to the courts.


Off Broadway: The Role of Testifying, Consulting Experts, 30(b)(6) & Fact Witnesses

ESI depositions are the hottest show in town for requesting parties these days.  All jokes aside, ESI witnesses play an important role in litigation and investigations.  This panel will provide participants with the often confusing roadmap and strategy on how best to manage an ESI deposition or interview, how to define roles and how to draw the line on scope.


Beating the Traffic: How to Staff and Set-Up a TAR Matter

We have heard how great TAR can be in litigation more times than the number of riders on the new Q Line.  Yet, there has been very little discussion on how to deploy TAR in litigation.  This panel will explore the best litigation strategies an ESI Liaison might use in a TAR protocol.  From managing the court-ordered protocol, to assigning roles and resources, to motion practice, this panel will cover the tracks when implementing TAR.


Dealing with Sandy: Crisis Management

Whether the data has disappeared, disclosures were less than perfect, or your APAC unit just had a dawn raid, you need to be ready to handle an ESI crisis.  This panel will help participants develop a strategy on how best to manage a situation where something goes wrong.  We will discuss how to develop the action team, response plan and overall messaging.


Freedom Tower: What You Can Do in the Clouds

More and more organizations are moving to the cloud, yet many are unprepared to make the transition.  Counsel and eDiscovery teams are unfamiliar with the capabilities that exist in the tools.   Join this session of cloud-users (both long-term users and newbies) for a deep discussion of what to expect for the future of discovery from the cloud.


Game Over: Ending Custodian-Based Over-Preservation Using 26(b)(1) & 37(e)

This panel will discuss strategies, protocols and tools to help put an end to massive over-preservation. As often used, the custodian based approach to preservation retains too much, and presents too much cost and risk, particularly in the era of data-breach.  This discussion will also examine how Federal Rules 26(b)(1) and 37(e) work together to allow litigants to limit over-preservation by scoping discovery properly as related to the claims and defenses in the matter, while meeting their ethical obligations.




Meeting Location

Cravath, Swaine & Moore LLP

Worldwide Plaza

825 8th Avenue

New York, NY 10019