861 F.3d 1081 (10th Cir. 2017), 15-1386, Brokers' Choice of America, Inc. v. NBC Universal, Inc.

Docket Nº:15-1386
Citation:861 F.3d 1081
Opinion Judge:MATHESON, Circuit Judge.
Party Name:BROKERS' CHOICE OF AMERICA, INC.; TYRONE M. CLARK, Plaintiffs - Appellants, v. NBC UNIVERSAL, INC.; GENERAL ELECTRIC CO.; CHRIS HANSEN; STEVEN FOX ECKERT; MARIE THERESA AMOREBIETA, Defendants - Appellees
Attorney:G. Stephen Long, Jones & Keller, P.C., Denver, Colorado (John J. Walsh, Carter Ledyard & Milburn LLP, New York, New York, on the briefs; Nicole A. Westbrook and Lidiana Rios, Jones & Keller, P.C., Denver, Colorado, with him on the briefs), appearing for Appellants. Thomas B. Kelley, Levine Sulliv...
Judge Panel:Before MATHESON, BACHARACH, and MORITZ, Circuit Judges.
Case Date:June 28, 2017
Court:United States Courts of Appeals, Court of Appeals for the Tenth Circuit
 
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Page 1081

861 F.3d 1081 (10th Cir. 2017)

BROKERS' CHOICE OF AMERICA, INC.; TYRONE M. CLARK, Plaintiffs - Appellants,

v.

NBC UNIVERSAL, INC.; GENERAL ELECTRIC CO.; CHRIS HANSEN; STEVEN FOX ECKERT; MARIE THERESA AMOREBIETA, Defendants - Appellees

No. 15-1386

United States Court of Appeals, Tenth Circuit

June 28, 2017

          APPEAL FROM THE UNITED STATES DISTRICT COURT FOR THE DISTRICT OF COLORADO. (D.C. No. 1:09-CV-00717-CMA-NYW).

         G. Stephen Long, Jones & Keller, P.C., Denver, Colorado (John J. Walsh, Carter Ledyard & Milburn LLP, New York, New York, on the briefs; Nicole A. Westbrook and Lidiana Rios, Jones & Keller, P.C., Denver, Colorado, with him on the briefs), appearing for Appellants.

         Thomas B. Kelley, Levine Sullivan Koch & Schulz, L.L.P., Denver, Colorado; (Gayle C. Sproul, Levine & Associates, L.L.P., Philadelphia, Pennsylvania, with him on the brief), appearing for Appellees.

         Before MATHESON, BACHARACH, and MORITZ, Circuit Judges.

          OPINION

         MATHESON, Circuit Judge.

         TABLE OF CONTENTS

I. BACKGROUND
A. Factual Background
1. The BCA Seminar and NBC's Secret Recording
2. The Dateline Episode
B. Procedural Background
1. District Court's Dismissal of Original Complaint and Stay of Discovery
2. Brokers' Choice I : District Court's Dismissal of First Amended Complaint
a. BCA's amended complaint
b. BCA's motion for production of the seminar recording
c. NBC's motion to dismiss
3. Brokers' Choice II : Tenth Circuit's Partial Reversal
4. Brokers' Choice III : District Court's Dismissal of the Amended Complaint
Based on Comparison of the Episode with the Seminar Recording
a. Scare tactics
b. Suitability of annuities
c. Misleading credentials
II. BCA'S PROCEDURAL OBJECTIONS
A. Law of the Case
1. Legal Background
2. Analysis
B. Federal Rule of Civil Procedure 12(g)(2)
1. Legal Background
2. Analysis
C. Consideration as a Motion to Dismiss
1. Legal Background
2. Analysis
III. MERITS OF THE DISTRICT COURT'S DISMISSAL
A. Standard of Review and Analytical Considerations
1. Standard of Review and Sufficiency of a Complaint
2. Effect of an Exhibit to a Complaint
B. Legal Background
1. Development of Defamation Law
2. Material Falsity
a. Materiality
b. Words out of context
c. Omitting favorable information
d. Context as a whole
3. The First Amendment and Colorado Defamation Law
4. Material Falsity and Substantial Truth
C. Analysis
1. Purpose of the Seminar
2. Comparing the Gist of the Episode and the Seminar
a. " Scare seniors"
i. The episode and the seminar
ii. BCA's arguments
iii. Conclusion
b. " Mislead seniors"
i. The episode and the seminar
1) Inflate credentials
2) Deflect annuity criticisms
3) Attorney General Swanson's liquidity comment
ii. BCA's arguments
iii. Conclusion
c. " Unsuitable insurance products"
i. The episode and the seminar
ii. BCA's arguments
1) Addressing annuity criticisms
2) Suitability references
3) Teaching to preserve assets
iii. Conclusion
EPISODE GIST WAS NOT MATERIALLY FALSE
3. Analysis of Dateline Episode Statements
a. Statement 1
b. Statements 2 and 3
c. Statement 4
d. Statement 5
e. Statement 6
f. Statement 7
g. Statement 8
h. Statements 9 and 10
i. Statement 11
j.
...

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