Roaring Fork Research helps professional investors identify and stay on top of intellectual property disputes that may have a material impact on public companies. We use proprietary data analytics to pinpoint signal from noise across all global patent litigation. While the vast majority of patent disputes are immaterial to investors, certain cases present a legitimate risk or opportunity for a public company. We shed light on such cases — illuminating complex situations and environments, and prepping the investor for a range of outcomes.
Roaring Fork Research is affiliated with Strain & Strain PLLC, a team of patent attorneys and law clerks in Washington with technical backgrounds (including Ph.D.’s) ranging from biology to computer science to organic chemistry, chemical engineering, and materials engineering. The team also includes native level speakers of Japanese, Korean, Mandarin, Russian, German, and French who have direct experience working for judges within the Court of Appeals for the Federal Circuit, first chair litigators representing the U.S. government’s interests at the U.S. International Trade Commission, as well as working within the U.S. Patent and Trademark Office. Strain & Strain attorneys have also appeared and are admitted to practice before various federal district courts around the country.
Paul D. Strain is Co-Founder of Roaring Fork Research LLC. He is also a managing partner of Strain & Strain PLLC whose practice focuses on international intellectual property issues. Mr. Strain is a chemical engineer (B.Ch.E., Georgia Institute of Technology), patent attorney (J.D., George Washington University Law School), and inventor who began his career in patent law as an examiner at the U.S. Patent and Trademark Office. He later represented international corporate clients in IP matters at a major international law firm. Mr. Strain has extensive experience in strategic patent portfolio management, patent portfolio evaluation, and patent prosecution, as well as in licensing, due diligence, and related opinion work. Mr. Strain has also represented clients in patent disputes before various U.S. district courts, before the U.S. International Trade Commission, and in reexamination proceedings. As the recipient of a scholarship jointly sponsored by the U.S. Congress and the German Bundestag, Mr. Strain has studied and worked in research and development in Germany. Mr. Strain is proficient in German and regularly advises global corporations and investors in complex intellectual property matters.
David Shook is Co-Founder of Roaring Fork Research LLC. He is the former Managing Partner of Research for DeMatteo Monness LLC, a boutique institutional brokerage firm in New York and Boston. During his ten years (2003-2013) at DeMatteo Monness, Mr. Shook created and managed a suite of primary research products and services for buy-side investors. These products and services are now used by more than 150 institutional investment funds. Mr. Shook helped shape compliance standards and practices regarding proper management and use of expert networks and other specialized research events and services. He created an industry leading expert network of private company executives, a conference call series and guest speaker series featuring private company executives, managed specialized corporate access events, and designed and managed several industry focused and product-specific surveys for investors. Previously, Mr. Shook spent 7 years as a business and investigative journalist for several online and print publications, including BusinessWeek Online, The Bergen Record (N.J.), and The Patriot Ledger (Mass.). Mr. Shook received his bachelor’s degree from Michigan State University and a master’s in Business & Economics Journalism from Boston University.
Stephen Nagy is Research Manager of Roaring Fork Research LLC. He is also an associate of Strain & Strain PLLC and focuses his practice on patent prosecution, counseling, and related matters. His technical background encompasses a variety of materials science, nanoscience, and chemistry-related technologies, including synthesis of silver nanoparticle circuitry, synthesis of thin-layer piezo polymers, and characterization of electrical properties of thin-layer ceramics. During law school, Mr. Nagy worked as a legal extern at the United States Court of Appeals for the Federal Circuit in the Chambers of The Hon. Kathleen M. O’Malley, as a student associate at Strain & Strain PLLC, and as a summer associate at Finnegan, Henderson, Farabow, Garrett, and Dunner LLP, gaining valuable experience in patent prosecution and litigation from both sides of the bench. Prior to law school, Mr. Nagy assisted with research at the Nano-Bio Interface Center (NBIC) in Philadelphia, PA and at the Korea Institute of Industrial Technology (KITECH) in Inchon, South Korea. Mr. Nagy received his bachelor’s degree in Nanoscale Materials Science Engineering from the University of Pennsylvania, and his Juris Doctor from The George Washington University Law School.
Heidi E. Strain is an advisor to Roaring Fork LLC. Ms. Strain is a patent litigator with a dozen years of patent litigation experience, as well as a decade of experience litigating patent disputes before the U.S. International Trade Commission (ITC). She is co-founder of Strain & Strain PLLC. Ms. Strain was educated at Harvard University (A.B. magna cum laude) and received her law degree from Harvard Law School. She practiced at a major international law firm until 2007, when she became an Investigative Attorney at the ITC, with first-chair responsibility for litigating intellectual property disputes before the ITC on behalf of the U.S. government. Ms. Strain first-chaired patent trials at the ITC, handling every aspect of these cases from pre-institution to completion, before departing from the ITC at the end of 2010. Ms. Strain’s extensive and recent experience at the ITC gives her great familiarity and insight into the procedural and legal nuances of patent litigation before the ITC. Ms. Strain is the founder and a managing partner of Strain & Strain PLLC and her current practice focuses on patent dispute resolution, negotiations, and opinions on intellectual property matters. Ms. Strain’s practice includes providing investors and other interested parties with analysis and insight into ongoing complex patent litigation proceedings, including proceedings before the ITC.