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Contract analysis / expert-retention-falk.docx
expert-retention-falk.docx
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Medium · 3
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1. Professional Experience. A complete description of Expert's professional experience, i
1. Professional Experience. A complete description of Expert's professional experience, including his tenure as Vice President of Engineering at Solara Optics, Inc. (approximately 2008–2020), his responsibilities in that role, and his post-dissolution independent consulting practice.
2. Industry Expertise. A summary of Expert's industry experience in silicon-photonics tra
2. Industry Expertise. A summary of Expert's industry experience in silicon-photonics transceiver design and commercialization, including specific technology areas (thermal management of photonic integrated circuits, waveguide multiplexing, coherent optical transceiver design, and related disciplines).
3. Involvement in '562 Patent Technology. A description of Expert's involvement in the de
3. Involvement in '562 Patent Technology. A description of Expert's involvement in the development of the thermal management technologies underlying U.S. Patent No. 9,678,562, including his role in directing the engineering team, overseeing the reduction to practice, and coordinating with patent counsel during prosecution.
4. Education. Expert's educational background, including degrees, institutions, and dates
4. Education. Expert's educational background, including degrees, institutions, and dates of completion.
5. Publications and Conference Presentations. A list of any publications authored or co-a
5. Publications and Conference Presentations. A list of any publications authored or co-authored by Expert and any presentations delivered at industry conferences or technical symposia within the preceding ten (10) years, as required by Fed. R. Civ. P. 26(a)(2)(B)(iv).
6. Prior Expert Testimony History. A list of all cases in which Expert has been retained
6. Prior Expert Testimony History. A list of all cases in which Expert has been retained as an expert witness, testified at trial, or testified at deposition during the preceding four (4) years, as required by Fed. R. Civ. P. 26(a)(2)(B)(v). For each such case, the listing shall include the case caption, court, docket number, and the party on whose behalf Expert was retained or testified.
7. Professional Affiliations and Honors. A list of any professional affiliations, members
7. Professional Affiliations and Honors. A list of any professional affiliations, memberships, honors, or awards relevant to Expert's qualifications.
8. Independent Consulting Engagements. A summary of Expert's post-2020 independent consul
Medium
⚑ Confidentiality undertaking
8. Independent Consulting Engagements. A summary of Expert's post-2020 independent consulting activities, to the extent not subject to confidentiality restrictions. [Expert's full Curriculum Vitae to be inserted prior to execution.] EXHIBIT B Applicable Court Orders The following Court Orders are applicable to Expert's engagement under this Agreement and are incorporated herein by reference. Copies of the referenced
1. Stipulated Protective Order
Medium
⚑ Liability cap to check against exposure
1. Stipulated Protective Order Order: Stipulated Protective Order, entered on or about August 19, 2024, by the Honorable James R. Gilstrap, United States District Judge, Eastern District of Texas. Description: The Stipulated Protective Order establishes a three-tier confidentiality framework governing the treatment of confidential information produced by the parties during discovery in the Litigation. The three tiers
2. Scheduling Order / Docket Control Order
2. Scheduling Order / Docket Control Order Order: Scheduling Order / Docket Control Order, Docket Entry 27, entered August 12, 2024, by the Honorable James R. Gilstrap, United States District Judge, Eastern District of Texas. Description: The Scheduling Order establishes the case management schedule for the Litigation, including the following deadlines relevant to Expert's engagement: Expert shall comply with all dea
3. Expert's Acknowledgment and Undertaking
Medium
⚑ Confidentiality undertaking
3. Expert's Acknowledgment and Undertaking Expert's executed Acknowledgment and Undertaking form, required by the Stipulated Protective Order as a condition of Expert's access to materials designated "Highly Confidential — Attorneys' Eyes Only" and "Highly Confidential — Source Code," shall be attached to this Exhibit B when executed. [Executed Acknowledgment and Undertaking to be inserted upon completion.] CONFIDENT