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Cambridge Associates, LLC vs Capital Dynamics

The detailed information for PTAB case with proceeding number CBM2014-00079 filed by Cambridge Associates, LLC against Capital Dynamics on Mar 3, 2014. This includes filing dates, application numbers, tech centers, patent numbers, and current case status.

Case Details

Proceeding Number: CBM2014-00079
Filing Date: Mar 3, 2014
Petitioner: Cambridge Associates, LLC
Respondent: Capital Dynamics
Status: Final Written Decision
Respondent Application Number: 10843834
Respondent Tech Center: 3600
Respondent Patent Number: 7698196
Institution Decision Date: Sep 8, 2014
Termination Date: Aug 31, 2015

Proceeding Documents

The table below shows documents filed in the case, listing each document name, filing date, document type, and filing party. Tracking these filings indicates the activity of the parties involved in the case, and the types of documents filed can provide insights into the legal strategies being employed.

Show Exhibit Documents

Document Name	Filing Date	Category	Filing Party
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Patent Owner's Notice of Appeal	Nov 2, 2015	PAPER	PATENT OWNER
Final Written Decision - Covered Business Method Patent Review - 35 USC 328(a) and 37 CFR 42.73	Aug 31, 2015	PAPER	BOARD
Record of Oral Hearing	May 26, 2015	PAPER	BOARD
Petitioner's Updated Exhibit List - April 28, 2015	Apr 28, 2015	PAPER	PETITIONER
Petitioner's Demonstratives	Apr 28, 2015	EXHIBIT	PETITIONER
Patent Owner Reply to Petitioner's Opposition to Motion to Exclude	Apr 20, 2015	PAPER	PATENT OWNER
Petitioner Opposition to Patent Owner's Motion to Exclude	Apr 13, 2015	PAPER	PETITIONER
Order - Trial Hearing 37 C.F.R. 42.70	Apr 3, 2015	PAPER	BOARD
Patent Owner's Motion to Exclude	Mar 30, 2015	PAPER	PATENT OWNER
Patent Owner's Request for Oral Argument	Mar 30, 2015	PAPER	PATENT OWNER
Petitioner Request for Oral Hearing	Mar 23, 2015	PAPER	PETITIONER
Order - Conduct of the Proceeding - 37 CFR 42.5	Feb 18, 2015	PAPER	BOARD
Expunged	Feb 17, 2015	PAPER	PATENT OWNER
Petitioner Reply in Response to Patent Owner Reponse	Feb 9, 2015	PAPER	PETITIONER
Notice of Deposition	Feb 9, 2015	EXHIBIT	PETITIONER
Institution Decision for CBM2014-00079	Feb 9, 2015	EXHIBIT	PETITIONER
Reyes Deposition PME plus Example 1	Feb 9, 2015	EXHIBIT	PETITIONER
Transcript of January 26, 2015 Deposition of Jesus E. Reyes Jr.	Feb 9, 2015	EXHIBIT	PETITIONER
Supplemental Declaration of Matthew J. Moffa	Feb 9, 2015	EXHIBIT	PETITIONER
Petitioner's Notice of Deposition of Jesus E. Reyes Jr.	Jan 12, 2015	PAPER	PETITIONER
Patent Owners Response	Nov 25, 2014	PAPER	PATENT OWNER
Declaration of Jesse Reyes	Nov 25, 2014	EXHIBIT	PATENT OWNER
Press Release AnnouncingNew Method for Comparing Perfmorance of Private Investements- Robinson Depo Ex. 4	Nov 25, 2014	EXHIBIT	PATENT OWNER
Deposition Transcript of David T. Robinson, Ph.D. dated October 21, 2014	Nov 25, 2014	EXHIBIT	PATENT OWNER
Article titled Cyclicality, Performance Measurement, and Cash Flow Liquidity in Private Equity - Sept 2013	Nov 25, 2014	EXHIBIT	PATENT OWNER
Cashflow Data for Fund XYZ (Robinson Dep. Ex. 2)	Nov 25, 2014	EXHIBIT	PATENT OWNER
Handwritten Notes by David T. Robinson (Robinson Dep. Ex. 3)	Nov 25, 2014	EXHIBIT	PATENT OWNER
Cambridge Associates LLC U.S. Private Equity Index and Selected Benchmark Statistics 6-30-2013 Robinson Ex. 5	Nov 25, 2014	EXHIBIT	PATENT OWNER
Handwritten Notes by David T. Robinson (Robinson Dep. Ex. 6)	Nov 25, 2014	EXHIBIT	PATENT OWNER
Private Equity Performance-Returns Persistence and Capital Flows - Kaplan Schoar 2005	Nov 25, 2014	EXHIBIT	PATENT OWNER
Excerpts from The Handbook of Investment Performance - A Users Guide, by Spaulding (2011)	Nov 25, 2014	EXHIBIT	PATENT OWNER
Benchmarking Private Equity, The Direct Alpha Method by Gredil Griffiths and Stucke	Nov 25, 2014	EXHIBIT	PATENT OWNER
Supplemental Declaration of Edmond R. Bannon dated November	Nov 25, 2014	EXHIBIT	PATENT OWNER
Initial Conference Summary	Oct 8, 2014	PAPER	BOARD
Notice of Deposition of David T. Robinson, Ph.D.	Oct 6, 2014	PAPER	PATENT OWNER
Patent Owner's List of Anticipated and Potential Motions	Oct 1, 2014	PAPER	PATENT OWNER
Petitioner's List of Proposed Motions	Oct 1, 2014	PAPER	PETITIONER
Institution Decision	Sep 8, 2014	PAPER	BOARD
Scheduling Order	Sep 8, 2014	PAPER	BOARD
Patent Owner's Preliminary Response	Jun 12, 2014	PAPER	PATENT OWNER
Reyes - PME-A History	Jun 12, 2014	EXHIBIT	PATENT OWNER
Cambridge Associates' Identification of Claim Terms - Capital Dynamics v Cambridge Associates	Jun 12, 2014	EXHIBIT	PATENT OWNER
Declaration of Edmond R. Bannon	Jun 12, 2014	EXHIBIT	PATENT OWNER
Power of Attorney	Mar 26, 2014	PAPER	INDICATES ARTIFACT WAS SUBMITTED ON BEHALF OF POTENTIAL_PATENT OWNER.
Related Matters	Mar 26, 2014	PAPER	INDICATES ARTIFACT WAS SUBMITTED ON BEHALF OF POTENTIAL_PATENT OWNER.
Notice of Accepting Corrected Petition	Mar 21, 2014	PAPER	BOARD
Corrected Petition and Certificate of Service	Mar 19, 2014	PAPER	PETITIONER
Notice of Filing Date Accorded to Petition	Mar 12, 2014	PAPER	BOARD
Petition and Certificate of Service	Mar 3, 2014	PAPER	PETITIONER
Power of Attorney	Mar 3, 2014	PAPER	PETITIONER
US Patent No. 7698196	Mar 3, 2014	EXHIBIT	PETITIONER
US Patent No. 7698196 File History	Mar 3, 2014	EXHIBIT	PETITIONER
US Patent No. 7421407	Mar 3, 2014	EXHIBIT	PETITIONER
Paper entitled Downside Correlation and Expected Stock Returns	Mar 3, 2014	EXHIBIT	PETITIONER
Publication entitled Module 750 re Internal Rate of Return	Mar 3, 2014	EXHIBIT	PETITIONER
Declaration of Dr. David Robinson	Mar 3, 2014	EXHIBIT	PETITIONER
CV of Dr. David Robinson	Mar 3, 2014	EXHIBIT	PETITIONER
Declaration of Matthew J. Moffa	Mar 3, 2014	EXHIBIT	PETITIONER