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The State of the Art in Retention and Legal Holds

Case Studies from Merrill Lynch and Citigroup Provide Best Practice Benchmarks

CGOC Spring Series

The State of the Art in Retention and Legal Holds — Case Studies from Merrill Lynch and Citigroup Provide Best Practice Benchmarks
Executive Luincheon • New York, NY • April 8, 2008
Hosted by Winston & Strawn LLP

The importance of linking legal holds and retention programs is amplified in the current climate where litigation volume is rising at a time when cost pressure is also escalating. This half day event examined case studies of state of the art retention and preservation programs.

Speakers included:

  • Kathy Harris, Managing Director, Discovery and Regulatory Response Team, Office of the General Counsel, Merrill Lynch
  • Harry Pugh, Managing Director, Operations & Technology Policy Coordinator, Citigroup
  • Marie Lona, Partner, Chair of eDiscovery and Electronic Information Practice Group, Winston & Strawn LLP
  • Deidre Paknad, President & CEO, PSS Systems

Download the complete proceedings:

The State of the Art in Retention and Legal Holds
Case Studies from Merrill Lynch and Citigroup Provide Best Practice Benchmarks