Chen et al v. SS&C Technologies, Inc.
Plaintiff: Christine Chen
Defendant: SS&C Technologies Inc.
Interested Party: Comvest Partners
Case Number: 1:2023cv00238
Filed: January 11, 2023
Court: US District Court for the Southern District of New York
Presiding Judge: Sarah L Cave
Referring Judge: John P Cronan
Nature of Suit: Other Statutory Actions
Jury Demanded By: None
Docket Report

This docket was last retrieved on March 7, 2023. A more recent docket listing may be available from PACER.

Date Filed Document Text
March 7, 2023 Opinion or Order Filing 34 OPINION & ORDER re: (64 in 1:22-cv-02190-JPC-SLC, 64 in 1:22-cv-02190-JPC-SLC) MOTION to Quash Subpoena . MOTION for Protective Order . filed by Michael Nguyen, (1 in 1:23-cv-00238-JPC-SLC) filed by Christine Chen. For the reasons set forth above, the Motions are GRANTED to the extent that the Subpoenas are quashed, rendering moot Nguyen and Chen's request for a protective order. SS&C's counsel shall promptly provide a copy of this Opinion & Order to Comvest's counsel. The Clerk of Court is respectfully directed to close ECF No. 64 in 22cv2190, and to terminate 23cv238. SO ORDERED. (Signed by Magistrate Judge Sarah L Cave on 3/7/23) (yv)
February 28, 2023 Minute Entry for proceedings held before Magistrate Judge Sarah L Cave: Telephone Conference held on 2/28/2023. Attorney Kara Miller appeared on behalf of Plaintiff. Attorneys Liza Velazquez, Hallie Goldblatt, and Matthew Reynolds appeared on behalf of Defendant. (ne)
February 16, 2023 Opinion or Order Filing 33 TELEPHONE CONFERENCE SCHEDULING ORDER: The Court orders as follows: 1. By February 28, 2023, Defendant shall file a pre-motion letter in accordance with the Individual Practices of the Honorable John P. Cronan with respect to its anticipated motions for summary judgment. A telephone conference to discuss the Motions and the Proposal is scheduled for Tuesday, February 28, 2023 at 10:00 am on the Court's conference line. The parties are directed to call: (866) 390-1828; access code: 380-9799, at the scheduled time. SO ORDERED. ( Telephone Conference set for 2/28/2023 at 10:00 AM before Magistrate Judge Sarah L Cave.) (Signed by Magistrate Judge Sarah L Cave on 2/16/23) (yv)
February 10, 2023 Filing 32 DECLARATION of Kara Miller in Support re: #15 . Document filed by Christine Chen. (Attachments: #1 Exhibit A - Excerpts From Christine Chen's Deposition).(Brejt, Jenny)
February 10, 2023 Filing 31 REPLY MEMORANDUM OF LAW in Support re: #15 MOTION to Quash Subpoena, MOTION for Protective Order. Document filed by Christine Chen..(Brejt, Jenny)
February 6, 2023 Opinion or Order Filing 30 ORDER granting #24 Letter Motion to Seal. Defendant SS&C Technologies, Inc.'s ("SS&C") request (ECF No. 24) to temporarily file under seal (i) an excerpt of Plaintiff Christine Chen's ("Chen") deposition transcript (the "Transcript") and (ii) the portions of SS&C's opposition (ECF Nos. 25, 26 (the "Opposition")) to Chen's motion to quash (ECF No. 15) that the reference the Transcript, is GRANTED. By February 10, 2023, Chen shall file her motion (the "Motion"), if any, explaining why the Transcript should remain under seal, and shall include her proposed redactions to the Transcript. The documents at ECF Nos. 25 and 28 shall remain as visible only to the selected parties in the meantime. If Chen does not file the Motion, ECF Nos. 25 and 28 will then be unsealed. The Clerk of Court is respectfully directed to close ECF No. 24. SO ORDERED. (Signed by Magistrate Judge Sarah L Cave on 2/6/23) (yv)
February 6, 2023 Set/Reset Deadlines: Motions due by 2/10/2023. (yv)
February 3, 2023 Filing 29 AFFIDAVIT OF SERVICE of Defendant's Opposition to Plaintiff Chen's Motion to Quash and for a Protective Order [Redacted] and Declaration of Liza M. Velazquez in Support of Defendant's Opposition to Plaintiff Chen's Motion to Quash and for a Protective Order with Exhibits A [Redacted], B, C and D served on Michael Altschuler on February 3, 2023. Service was made by Federal Express. Document filed by SS&C Technologies Inc...(Velazquez, Liza)
February 3, 2023 Filing 28 ***SELECTED PARTIES***DECLARATION of Liza M. Velazquez in Opposition re: #15 . Document filed by SS&C Technologies Inc., Christine Chen. (Attachments: #1 Exhibit A - Chen Deposition Transcript)Motion or Order to File Under Seal: #24 .(Velazquez, Liza)
February 3, 2023 Filing 27 DECLARATION of Liza M. Velazquez in Opposition re: #15 . Document filed by SS&C Technologies Inc.. (Attachments: #1 Exhibit A - Document Filed under Seal, #2 Exhibit B - Defendant's First Request for Production of Documents Directed to Plaintiff Christine Chen, #3 Exhibit C - Email from Kara Miller, #4 Exhibit D - Plaintiff Chen's Responses to Defendant's First Set of Document Demands).(Velazquez, Liza)
February 3, 2023 Filing 26 MEMORANDUM OF LAW in Opposition re: #15 (Redacted Public Version). Document filed by SS&C Technologies Inc...(Velazquez, Liza)
February 3, 2023 Filing 25 ***SELECTED PARTIES*** MEMORANDUM OF LAW in Opposition re: #15 . Document filed by SS&C Technologies Inc., Christine Chen. Motion or Order to File Under Seal: #24 .(Velazquez, Liza)
February 3, 2023 Filing 24 LETTER MOTION to Seal Portions of and Exhibit to Defendant's Opposition to Plaintiff Chen's Motion to Quash and for a Protective Order addressed to Magistrate Judge Sarah L. Cave from Liza M. Velazquez dated February 3, 2023. Document filed by SS&C Technologies Inc...(Velazquez, Liza)
February 1, 2023 Filing 23 NOTICE OF APPEARANCE by Jenny S. Brejt on behalf of Christine Chen..(Brejt, Jenny)
February 1, 2023 Opinion or Order Filing 22 MEMO ENDORSEMENT on re: #21 Letter Proposed Briefing Schedule for Plaintiff's Motion to Quash Subpoena filed by SS&C Technologies Inc. ENDORSEMENT : The parties' proposed briefing schedule for Plaintiff Christine Chen's ("Chen") motion (the "Motion") to quash the subpoena defendant SS&C Technologies, Inc. ("SS&C") served on non-party Comvest Partners ("Comvest") is ADOPTED. By February 3, 2023, SS&C shall file its opposition to the Motion, and by February 10, 2023, Chen shall file her reply, if any. Plaintiff shall promptly serve a copy of this order on Comvest. SO ORDERED., ( Replies due by 2/10/2023., Responses due by 2/3/2023) (Signed by Magistrate Judge Sarah L Cave on 2/1/23) (yv)
January 31, 2023 Filing 21 JOINT LETTER addressed to Magistrate Judge Sarah L. Cave from Liza M. Velazquez dated January 31, 2023 re: Proposed Briefing Schedule for Plaintiff's Motion to Quash Subpoena. Document filed by SS&C Technologies Inc...(Velazquez, Liza)
January 27, 2023 Opinion or Order Filing 20 ORDER: By January 31, 2023, the parties shall file a joint letter proposing a briefing schedule for Plaintiff's motion (ECF No. 15) to quash the subpoena served by Defendant on Comvest Partners ("Comvest"). Plaintiff shall promptly serve a copy of this Order on Comvest. SO ORDERED. (Signed by Magistrate Judge Sarah L Cave on 1/27/2023) (vfr)
January 26, 2023 Opinion or Order Filing 19 ORDER REFERRING CASE TO MAGISTRATE JUDGE. Order that case be referred to the Clerk of Court for assignment to a Magistrate Judge for General Pretrial (includes scheduling, discovery, non-dispositive pretrial motions, and settlement) and Specific Non-Dispositive Motion/Dispute: Motion to Quash Subpoena (Dkt. 1). Referred to Magistrate Judge Sarah L Cave. Motions referred to Sarah L Cave. (Signed by Judge John P. Cronan on 1/26/2023) (tg)
January 25, 2023 Magistrate Judge Sarah L. Cave is so designated. Pursuant to 28 U.S.C. Section 636(c) and Fed. R. Civ. P. 73(b)(1) parties are notified that they may consent to proceed before a United States Magistrate Judge. Parties who wish to consent may access the necessary form at the following link: #https://nysd.uscourts.gov/sites/default/files/2018-06/AO-3.pdf. (vba)
January 25, 2023 CASE ACCEPTED AS RELATED. Create association to 1:22-cv-02190-JPC-SLC. Notice of Assignment to follow. (vba)
January 25, 2023 NOTICE OF CASE REASSIGNMENT to Judge John P. Cronan. Judge Unassigned is no longer assigned to the case. (vba)
January 11, 2023 Filing 18 CASE TRANSFERRED IN from the United States District Court - District of Florida Southern; Case Number: 9:22-cv-81895. Original file certified copy of transfer order and docket entries received.
January 11, 2023 NOTE TO OUT OF STATE ATTORNEYS: Please visit the Court's website at https://nysd.uscourts.gov/ for information regarding admission to the S.D.N.Y. Bar and the CM/ECF Rules & Filing Instructions. (vba)
January 11, 2023 CASE REFERRED TO Judge John P. Cronan as possibly related to 22-cv-02190-JPC-SLC. (vba)
January 11, 2023 CASE OPENING INITIAL ASSIGNMENT NOTICE - TRANSFER CASE: This case is assigned to: Unassigned Judge. (vba)
January 11, 2023 Case Designated ECF. (vba)
December 30, 2022 Opinion or Order Filing 17 ORDER OF TRANSFER TO THE SOUTHERN DISTRICT OF NEW YORK. Case is closed. Signed by Judge William P. Dimitrouleas on 12/30/2022. See attached document for full details. (jas) [Transferred from Florida Southern on 1/11/2023.]
December 30, 2022 Filing 16 SUPPLEMENT to #15 Plaintiff's MOTION to Quash to be transferred to SDNY Correspondence to Court by CHRISTINE CHEN (Reitzell, Michael) [Transferred from Florida Southern on 1/11/2023.]
December 30, 2022 Filing 15 Plaintiff's MOTION to Quash to be transferred to SDNY by CHRISTINE CHEN. (Attachments: #1 Memorandum, #2 Exhibit, #3 Affidavit)(Reitzell, Michael) [Transferred from Florida Southern on 1/11/2023.]
December 16, 2022 Filing 14 CLERK'S NOTICE of Compliance of Conversion into Civil case re 12 Order (pes) [Transferred from Florida Southern on 1/11/2023.]
December 16, 2022 Opinion or Order Filing 13 PAPERLESS ORDER: The Court has reviewed Plaintiff's Motion Transferring Subpoena-Related Motions Back to the Southern District of New York with Consent #1 . Non-party Comvest Partners consents to the transfer but the position of Defendant is unknown. So the Court may be fully advised, if Defendant opposes the transfer, Defendant shall file a response by or before December 28, 2022. Signed by Magistrate Judge Ryon M. McCabe on 12/16/2022. (jb02) [Transferred from Florida Southern on 1/11/2023.]
December 15, 2022 Opinion or Order Filing 12 PAPERLESS ORDER directing the Clerk of Court to re-designate this matter as a contested civil case for statistical purposes. Signed by Magistrate Judge Ryon M. McCabe on 12/15/2022. (jb02) [Transferred from Florida Southern on 1/11/2023.]
December 15, 2022 Filing 11 PAPERLESS Minute Entry for proceedings held before Magistrate Judge Ryon M. McCabe: Status Conference held on 12/15/2022. Total time in court: 7 minutes. Attorney Appearance(s): Kara S. Miller and Michael P. Reitzell. (Digital Zoom Video Recording Start Time: 2:00 p.m) (jb02) [Transferred from Florida Southern on 1/11/2023.]
December 12, 2022 Opinion or Order Filing 10 PAPERLESS ORDER SETTING STATUS CONFERENCE: The Court has reviewed Plaintiff's Motion Transferring Subpoena-Related Motions Back to the Southern District of New York with Consent #1 . So the Court is fully advised, a status conference is set for December 15, 2022 at 2:00 PM to take place via Zoom Video Teleconference (VTC). To log in through ZoomGov Meeting, use Meeting ID: 160 562 6259 and Passcode: 508973. All participants at the hearing are expected to appear by both audio and video. Signed by Magistrate Judge Ryon M. McCabe on 12/12/2022. (jb02) [Transferred from Florida Southern on 1/11/2023.]
December 8, 2022 Opinion or Order Filing 9 ORDER REFERRING CASE to Magistrate Judge Ryon M. McCabe for all non-dispositive matters and for a Report and Recommendation on any dispositive matter. Signed by Judge William P. Dimitrouleas on 12/7/2022. See attached document for full details. (caw) [Transferred from Florida Southern on 1/11/2023.]
December 8, 2022 Filing 8 Notice of Entry of Parties Listed NOTE: New Filer(s) will appear twice, since they are also a new party in the case. New Filer(s)/Party(s): Comvest Partners. (Reitzell, Michael) [Transferred from Florida Southern on 1/11/2023.]
December 7, 2022 Filing 7 Bar Letter re: Admissions sent to attorney Kara S. Miller, Liza M. Velazquez, Hallie S. Goldblatt, Emily M. Miller, mailing date December 7, 2022, (pt) [Transferred from Florida Southern on 1/11/2023.]
December 7, 2022 Filing 6 Clerk's Notice to Filer re: Electronic Case. Party(ies) Improperly Formatted. The Filer failed to enter the party name(s) in accordance with the CM/ECF Format for Adding Parties for Attorneys Guide. The correction was made. It is not necessary to re-file the document. (aao) [Transferred from Florida Southern on 1/11/2023.]
December 7, 2022 Filing 5 Clerk's Notice to Filer re: Electronic Case. Incorrect case opening information. The Filer selected the incorrect Nature of Suit when filing. The correction was made. It is not necessary to re-file this document. (aao)[Transferred from Florida Southern on 1/11/2023.]
December 7, 2022 Filing 4 Clerk's Notice to Filer re: Electronic Case. Parties Not Added. The Filer failed to add all parties associated with the case. Filer is instructed to add the additional parties by filing a Notice of Entry of Parties. It is not necessary to re-file this document. (aao) [Transferred from Florida Southern on 1/11/2023.]
December 7, 2022 Filing 3 Clerk's Notice to Filer re: Electronic Case. Incorrect case opening information. The Filer selected the incorrect Case Type when filing. The correction was made. It is not necessary to re-file this document. (aao) [Transferred from Florida Southern on 1/11/2023.]
December 7, 2022 Filing 2 Clerks Notice of Judge Assignment to Judge William P. Dimitrouleas. (aao) [Transferred from Florida Southern on 1/11/2023.]
December 7, 2022 Filing 1 Consent Petition/Motion (Complaint) RE: Subpoena to Quash from Another District SD NY. Filing fee $49.00. Pay.gov Agency Tracking ID FLSDC-16152336, payment transferred from : 9:22-cv-81894, filed by CHRISTINE CHEN. (Attachments: #1 Memorandum, #2 Exhibit, #3 Affidavit, #4 Certification, #5 Text of Proposed Order)(Reitzell, Michael) [Transferred from Florida Southern on 1/11/2023.]

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Plaintiff: Christine Chen
Represented By: Kara S. Miller
Represented By: Michael P. Reitzell
Represented By: Jenny S. Brejt
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Defendant: SS&C Technologies Inc.
Represented By: Emily M. Miller
Represented By: Hallie S. Goldblatt
Represented By: Liza M. Velazquez
Represented By: Liza May Velazquez
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Interested party: Comvest Partners
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