Stephen Holzen

 

Steve Holzen is an expert witness and a consultant on a range of financial and economic issues. He provides liability and damages analyses in complex commercial disputes including patent, trademark, copyright, trade secret, and breach of contract litigations and in international trade investigations. He also consults on non-litigation projects involving healthcare compliance, transactions, and strategic business decisions. Corporations and attorneys benefit from his well-rounded and comprehensive understanding of intellectual property issues including strategic assessments, risk analyses, economic damages, due diligence, early and pre-case assessments, fair market value assessments for healthcare compliance purposes, and other complex topics.

He has testified as an expert witness and served as an expert consultant in federal and state courts, at the U.S. International Trade Commission (ITC), in the Federal Court of Claims (CFC), at the Financial Industry Regulatory Authority (FINRA), and before the U.S. Patent Trial and Appeal Board (PTAB). He has provided opinions in various forums on issues including lost profits, reasonable royalties, unjust enrichment, corrective advertising, domestic industry, public interest factors, permanent injunction, exclusion remedies, and commercial success.

In addition, Steve has lectured about intellectual property damages and valuation issues on several occasions and has published articles about intellectual property damages, licensing and valuation issues. He co-authored a book titled “Winning the Patent Damages Case” which serves as a guide for patent litigators and in-house counsel involved in patent infringement matters. Prior to his consulting career, Steve served as a Patent Examiner with the U.S. Patent and Trademark Office. As a patent examiner, he assessed the novelty and obviousness of technology from the following industries: Aeronautics, Astronautics, Mechanical Guns and Projectors, Animal Husbandry, Firearms, Ammunition and Explosive-Charge Making, Ordnances, and Ammunition and Explosives. He is a registered Patent Agent and is an active member of the American Intellectual Property Law Association. Steve has been nationally recognized as a top economic expert witness by the IAM Patent 1000 from 2019-2022.

Select Publications

  • AIPLA.org February 2018

    Patent Damages 2017: A Year in Review
  • LexisNexis

    Winning The Patent Damages Case: A Litigator's Guide To Economic Models And Other Damage Strategies.
  • Litigation Perspectives

    Does a Small Claims Court for Patent Infringement Make Economic Sense?
  • Litigation Perspectives

    The Impact of Non-Infringing Alternatives on Patent Damages

Select Presentations and Speeches

  • CLE Presentation to Sheppard Mullin June 2020

    Recent Court Decisions Affecting Patent Damages
  • AIPLA 2018 Spring Meeting (panelist and presenter) May 2018

    Keep Your Eye on the Remedy Ball
  • IP Chat Channel, IPO April 2017

    Settlement Agreements as Comparables: New Comprehensive Analysis from the Federal Circuit
  • 2017 IP Damages Symposium, Licensing Executives Society February 2017

    Claim Draftsmanship and the Entire Market Value Rule
  • Stout 2016 Intellectual Property Boot Camp November 2016

    Numbers Are Your Friends: Exploring the Intersection of IP Valuation and Damages
  • Jones Day November 2016

    IP Valuation
  • Pauline Newman IP American Inn of Court October 2016

    Patent Valuations and the Impact of Claim Drafting
  • The Knowledge Group LIVE Webcast July 2016

    Reasonable Royalty in Patent Damages: What you Need to Know in 2016
  • IP Due Diligence in Corporate Transactions, Kramer Levin Naftalis & Frankel LLP November 2015

    The Role of IP Valuation in M&A Due Diligence
  • Instituto De Capacitacion E Investigacion Del Plastico Y Del Caucho (ICIPC) October 2015

    Technology Licensing and Valuation
  • Instituto De Capacitacion E Investigacion Del Plastic Y Del Caucho (ICIPC) October 2015

    Fundamental and Technical IP Assessments
  • MorganLewis May 2015

    IP Valuations: From the Boardroom to the Courtroom
  • New York Auto Show Symposium April 2015

    Connected Cars: A Platform For Information
  • American Intellectual Property Law Association, Mid-Winter Institute January 2105

    The IP Marketplace
  • American Intellectual Property Law Association January 2015 Webinar

    Say What? Improving Written & Oral Communication Skills For Success
  • World Services Group (“WSG”), Patent Law Workshop, Ulmer & Berne LLP October 2014

    Strategies for Monetizing and Maximizing the Value of Your Global IP Portfolio
  • Maryland State Bar Association April 2013

    Valuing Intellectual Property: What's in the Tool Box?
  • LES Chapter Meeting December 2011

    LES Valuation and Damages Course
  • LES Chapter Meeting June 2011

    LES Valuation and Damages Course
  • National Institutes of Health, Foundation For Advanced Education In The Sciences May 2011

    Business and Intellectual Property Valuation
  • Maryland State Bar Association June 2010

    Lessons Learned: A Review Of i4i Ltd. v. Microsoft Corp.
  • Beta Gamma Sigma, George Washington University October 2009

    Valuation of Intellectual Property
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Interviews and Media Mentions