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UNITED STATES DISTRICT COURT DISTRICT OF MINNESOTA JOHN ZARLING, Plaintiff, v. MEMORANDUM OF LAW & ORDER Civil No. 21-cv-23 (MJD/JFD) ABBOTT LABORATORIES, Defendant. Mark J. Peschel, Eastlund Hutchinson Ltd., Counsel for Plaintiff Eric M. Lloyd, Michelle L. DuCharme & Molly E. Nephew, Seyfarth Shaw, Counsel for Defendant. This matter is before the Court on Defendant Abbott Laboratoriesâ (âAbbottâ) Motion for Summary Judgment or, in the Alternative, Partial Summary Judgment and its Daubert Motion to Exclude Expert Testimony. (Doc. Nos. 86, 94.) Plaintiff John Zarling opposes the Motions. (Doc. Nos. 113, 120.) I. INTRODUCTION The Court will grant Abbottâs Motion for Summary Judgment in part and deny it in part. The Court will dismiss Zarlingâs claims for age, marital status, and reprisal discrimination due to a lack of sufficient evidence to create an issue for trial on these claims. To support these claims, Zarling primarily relied on a stray comment made by his supervisor during a March 2019 meeting and his subsequent complaint to a superior about the comment. But the Court finds that the isolated nature of these events, their remoteness in time from Zarlingâs termination, and the fact that a different supervisor was responsible for Zarlingâs termination, among other facts, belie any notion that Abbott terminated Zarling based on discriminatory motives. The Court will not, however, dismiss Zarlingâs breach of contract claim for severance pay as the partiesâ differing allegations concerning the events leading up to Zarlingâs termination and their differing interpretations of his employment contract create issues that must be resolved at trial. The Court also will not entirely dismiss Zarlingâs defamation claim against Abbott because Zarling has presented sufficient evidence to create an issue for trial as to whether the statements in his 2019 Performance Assessment were made with âmaliceâ in an effort to push Zarling to resign. Finally, the Court will grant Abbottâs Daubert motion in part and deny it in part. The Court will preclude Zarlingâs expert witness, Stan V. Smith, Ph.D., from presenting testimony on âhedonic damagesâ at trial for similar reasons as various other courts that have precluded Smith from providing testimony on this topic. But the Court will not preclude Smith from providing rebuttal testimony regarding Zarlingâs post-Abbott job search in response to Abbottâs vocational expert, Amy Koellner. Nor will the Court preclude Zarlingâs other rebuttal expert witness, Jennifer Bey, from providing her opinion that Zarlingâs post- Abbott job search may have been impacted by age discrimination. II. BACKGROUND A. Zarlingâs Background at St. Jude/Abbott Plaintiff John Zarling began working for St. Jude Medical, S.C. (later acquired by Abbott) in 2004 as a Cardiac Rhythm Management (âCRMâ) sales representative in Californiaâs San Francisco Bay Area. (Doc. 97-1, Ex. A at 32:7- 17, 35:8-36:1.) After a promotion in 2012, Plaintiff became a Territory Manager and managed a team of sales representatives and technical service representatives in addition to continuing to perform his duties as a sales representative. (Id. at 38:8-19, 39:2-25, 40:8-41:23.) B. In Early 2018, Zarling Discusses Retirement with his Supervisors In February 2018, Plaintiffâs manager was Regional Sales Manager Todd Stewart. (Doc. 97-1, Ex. D.) Abbottâs Division Vice President, above Stewart, was Joseph Provost. (Id., Ex. A at 66:11-16; Ex. G.) On February 14, 2018, Zarling sent an email to Stewart with the subject line âFuture.â (Doc. 97-1, Ex. B.) In the email, Zarling asked for new employment contracts and pay raises for himself and some of his coworkers. (Id.) He also conveyed a plan to turn some of his sales accounts over to coworkers over the next few years as part of an apparent retirement plan. (Id.) Zarling stated that â[b]y July 2019, active transition should be occurring . . . I may stay around after 2019 but not as an active CRM rep.â (Id.) Stewart discussed Zarlingâs request with other Abbott employees, including Provost, by email. (Doc. 97-1, Ex. G.) In these emails, Stewart wrote that Zarling was âAt Will, and our intention is to have a viable succession plan in place.â (Id.) Stewart also expressed concern that Zarling would leave Abbott for a competitor if Abbott did not honor his request for a new employment agreement. (Id.) Stewart wrote in one email to Zarling, âI will sleep better at night once the ink is dry,â apparently in reference to Zarling signing a new employment agreement. (Doc. 97-1, Ex. F.) Zarling alleges these emails show that Abbott saw him as a flight risk, especially considering that one of his coworkers had recently left for a competitor and took a substantial amount of business with him. (Doc. 116, Ex. 1 at 45:5-7, 302:6-303:21.) In August 2018, Zarling signed a new two-year employment agreement with Abbott. (Doc. 97-1, Ex. A at 70:19-71:4; Ex. C at 52:19-54:15.) The contract was effective back to January 1, 2018 and expired on January 1, 2020. (Id.) Zarling continued to work as a sales representative and Territory Manager for the remainder of 2018 and received high ratings in his 2018 Abbott Performance Assessment. (Doc. 116, Ex. 2 at 208:13-210:8; Ex. 23.) Earlier, in 2017, Abbott had awarded Zarling âTerritory Manager of the Yearâ for the Pacific Northwest. (Id., Ex. 22.) Abbott also recognized Zarling as one of its top performing sales representatives nationwide in 2018. (Doc. 117, Ex. 7.) C. Abbott Hires Several New Sales Employees in the Bay Area Around October 2018, Stewart recruited five new employees from a competitor, Medtronic, to work for Abbott in the Bay Area. (Doc. 116, Ex. 1 at 58:24-59:9; Ex. 2 at 62:18-63:1; Ex. 35 ¶ 1.) Zarling alleges that Abbott had high expectations for the amount of new business these former Medtronic employees would bring, but they ended up performing far worse than expected. (Doc. 116, Ex. 1 at 63:7-64:15; Ex. 35 ¶ 1.) Zarling claims that Stewart then set out to use him as the âfall guyâ for this failure. (Doc. 113 at 4.) In early 2019, Liane Teplitsky became the Area Vice President below Provost. (Doc. 97-1, Ex. E at 17:15-23.) Teplitsky also became Stewartâs immediate supervisor. (Doc. 116, Ex. 2 at 30:6-10.) Zarling alleges that Teplitsky asked him to provide her with a plan to improve the sales performance of the new team of former Medtronic employees. (Doc. 116, Ex. 1 at 183:12-184:18.) Zarling sent an email to Teplitsky and Stewart with his proposal for the Medtronic team on March 18, 2019. (Id., Ex. 1 at 183:12- 184:18; Ex. 8.) In the email, Zarling also wrote the following about his retirement plans: I have gone back and forth on how long I would like to work. If there was a plan in place that I felt comfortable with for the teammates, patients and physicians that allows me to leave in 2 years, with a transition starting as soon as we want, that would work for me. (Id., Ex. 8.) Zarling also proposed that Abbott pay him a guaranteed salary through the end of 2020 and added the following proposal: âI end my run in Dec[ember] of 2020 unless some other agreement is made.â (Id.) A March 26, 2019 email from Teplitsky reiterates Zarlingâs request for a guaranteed salary through the end of 2020, stating that Zarling âhad planned to retire this year, but would like to stay on for an additional 1.5 years and ensure a smooth transition of his business to people he trusts.â (Doc. 116, Ex. 4.) Around this time, Teplitsky and Stewart also prepared a PowerPoint presentation that reflected a plan to transition some of Zarlingâs accounts to Nick Bosanquet, one of the new employees from Medtronic. (Doc. 97-1, Ex. C at 120:6-12, 121:25- 123:4; Ex. J.) D. The March 29, 2019 Meeting On March 29, 2019, Zarling met with Teplitsky and Stewart to discuss his compensation requests and retirement plans. (Doc. 97-1, Ex. A at 189:9-190:23.) Zarling alleges that Teplitsky and Stewart rejected his proposal for a guaranteed salary through the end of 2020 at this meeting and told Zarling that they would be reassigning 60% to 70% of his sales accounts to other team members. (Doc. 116, Ex. 1 at 71:15-72:22, 189:9-190:16.) Abbott did, however, offer Zarling a new employment agreement with a guaranteed salary through the end of 2019. (Id. at 70:22-71:4, 71:15-20, 200:14-19.) Stewart and Teplitsky also proposed shifting much of Zarlingâs work from sales to mentoring other team members who would be taking over for Zarling when he retired. (Doc. 97-1, Ex. A at 204:12-205:19.) Zarling also alleges that Stewart made comments at the March 29, 2019 meeting that form the basis for Zarlingâs discrimination claims in this litigation. According to Zarling, Stewart stated that he was excited about the prospect of Bosanquet taking over some of Zarlingâs accounts because Bosanquet had no âbaggage.â (Doc. 97-1, Ex. A at 191:19-193:11.) Zarling further alleges that when he asked Stewart what he meant by âbaggage,â Stewart explained that Bosanquet did not have a spouse or children and could, therefore, entertain clients all the time. (Id.) Zarling also testified that he recalls Stewart saying the word âyoungerâ during this meeting, but Zarling cannot recall in what context. (Id. (âI do not remember . . . the rest of that conversation.â).) At the time of this meeting, Zarling was 56 years old, Stewart was 45 years old, and Bosanquet was 37 years old. (Id., Ex. A at 193:22-25; Doc. 113 at 26.) On April 5, 2019, Zarling complained to Teplitsky about Stewartâs âbaggageâ comment. (Doc. 116-1, Ex. 1 at 198:2-199:13, 204:1-11.) Zarling alleges that Teplitsky apologized to him about the comment. (Id.) Shortly after Zarling allegedly complained to Teplitsky, Stewart sent Zarling a text message containing an image of the actor Denzel Washington with an annoyed look on his face. (Doc. 116, Ex. 1 at 238:12-239:2; Ex. 2 at 95:2-96:22; Ex. 31.) Zarling alleges Stewartâs text is proof Teplitsky told him about Zarlingâs complaint, but Stewart testified that Teplitsky never told him about Zarlingâs complaint. (Doc. 97-1, Ex. C at 96:23-94:5.) Zarling alleges he found the image to be intimidating, however, the remainder of this text message conversation between Zarling and Stewart was friendly in tone. (Doc. 116, Ex. 1 at 238:12- 239:2; Ex. 31.) Zarling testified that, outside of Stewartâs comments at the March 29, 2019 meeting, no one else at Abbott ever made any comments about his age or marital status that he found disparaging. (Doc. 97-1, Ex. A at 319:7-14.) E. Zarlingâs 2019 TOY Employment Contract On April 12, 2019, Teplitsky and Stewart emailed Kami Hawks, an Abbott Human Resources employee, and asked her to prepare a new employment contract for Zarling that reflected the plan they had proposed to Zarling at the March 29 meeting. (Doc. 97-1, Ex. C at 114:11-115:21; Ex. E at 79:14-21, 82:17-84:5; Ex. K.; Ex. L.) In these emails, Stewart expressed his belief that âZarling is only staying through the end of 2019.â (Id., Ex. K.) Teplitsky shared this belief. (Id., Ex. E at 84:3-5.) In May 2019, Zarling executed a new Term of Years (âTOYâ) employment contract, which was effective back to April 1, 2019. (Doc. 97-1, Ex. M.) This 2019 TOY contract provided Zarling with a guaranteed salary of $292,500 for the remainder of 2019. (Id.) The TOY contract also specified that Zarlingâs employment term would expire on April 1, 2020âthree months after the expiration of Zarlingâs two-year 2018 employment contract. (Id.) But under the terms of the 2019 TOY contract, Zarlingâs salary would revert to a base level for a sales representative of approximately $75,000 on January 1, 2020. (Id.; see also Doc. 97-1, Ex. A at 276:16-22.) F. Abbott Alleges Zarlingâs Work Performance Declined Throughout 2019 After signing the 2019 TOY contract, however, Abbott alleges that Zarlingâs performance declined and that he âequivocatedâ about his retirement plans. (Doc. 95 at 5.) In October 2019, Zarling met with Stewart, Teplitsky, and Abbott Regional Sales Director Dan Hallisey. (Doc. 97-1, Ex. A at 295:11-297:9; Ex. P at 34:2-24.) Zarling testified that he was pressed for details about his retirement plans at this meeting, but he replied that he had not made any firm decisions about when he would retire. (Id., Ex. A at 295:11-297:9.) Zarling admits that he knew Stewart and Teplitsky were planning for him to retire on or about January 1, 2020 and that they even spoke to him about having a retirement party in December 2019. (Id.; see also id., Ex. A at 210:5-10, 297:5-7.) After it became apparent that Abbott and Zarling were not aligned on Zarlingâs retirement plans, however, Stewart prepared a âReport on John Zarlingâ and a 2019 Performance Assessment in which he made several allegations that Zarlingâs work performance was declining. (Doc. 97-1, Ex. O; Ex. U.) However, Zarling contends that Stewartâs allegations about his declining performance were false. Specifically, he alleges the following statements from his 2019 Performance Assessment are false and defamatory: In 2019, John partially achieved expectations when it came to mentoring Jaclyn, Nick, Rachel, Sam and Victoria. John did not achieve expectations in Sales Revenue Performance. John did not achieve expectations as a Territory Manager and Team Leader. When asked by 2 Teammates to help with a customer that John has a long history of success with, John defiantly did not offer any help. John refused to work with all of the new team members creating a toxic work environment in many situations. Despite multiple attempts to convince John to utilize a shared work calendar, he refused and demonstrates a total lack of transparency. This lack of transparency caused many avoidable situations that cost the team to lose business. Likewise, on multiple occasions John left town on Vacation without sharing it on the dedicated vacation calendar, nor did he inform his team members or management creating even more toxicity. Overall, 2019 was a very disappointing year for John as a Sales Rep, Territory Manager, and Teammate. He will need to make significant changes in his behavior, transparency, and performance in order to continue to be a part of the organization moving forward. (Doc. 32, First Am. Comp. ¶ 13; Doc. 97-1, Ex. O.) G. In Late 2019 and Early 2020, Zarling Alleges Abbott Pressured Him to Resign In early December 2019, Teplitsky met with Zarling again about his retirement plans. (Doc. 97-1, Ex. A at 205:25-206:25, 216:6-20, 241:12-17; Ex. E at 107:4-109:14.) Zarling alleges that at this meeting Teplitsky was âaggressiveâ and told him that he could either resign at the end of 2019 as she and Stewart had expected or Zarling could continue at Abbott, but his guaranteed salary would not be extended, and he would be put on a performance improvement plan. (Id.; see also Doc. 97-1, Ex. FF.) Zarling testified that he does not believe Teplitskyâs proposal was linked to his age or marital status. (Doc. 97-1, Ex. A at 216:6-20, 241:12-17.) On December 18, 2019, Stewart opened a performance case about Zarling with Abbottâs Employee Relations department. (Doc. 97-1, Ex. C at 160:11-161:22; Ex. S at 22:23-23:1; Ex. T; Ex. U.) As part of this effort, Stewart provided his Report on John Zarling and 2019 Performance Assessment to various employees at Abbott. (Doc. 116, Ex. 6 at 106:9-17; Ex. 9 at 150:9-15; Ex. 19.) Zarling did not respond to Teplitskyâs proposal and Teplitsky left Abbott near the end of December 2019. (Doc. 97-1, Ex. E at 134:21-24.) Zarling left for a two-week holiday vacation around this time and did not return to work until January 11, 2020. (Doc. 97-1, Ex. A at 96:2-8.) While Zarling was on vacation, Hallisey replaced Stewart as Zarlingâs direct supervisor. (Doc. 97-1, Ex. P at 20:9- 11; Ex. C at 47:22-48:4.) Stewart testified that after Hallisey replaced him in this position, he was no longer âin charge of [Zarlingâs] accounts or what was going to happenâ in terms of Zarlingâs continued employment at Abbott. (Doc. 97-1, Ex. C at 47:22-48:4, 142:13-23, 187:6-9.) Zarling alleges that when he returned from vacation in mid-January 2020, he found that he no longer had any sales accounts, was not receiving emails from his sales team, was not scheduled on the âon-call team,â and was removed from his teamâs scheduling software. (Doc. 116, Ex. 1 at 96:3-8, 227:18-228:24, 229:14- 16; Ex. 16.) According to Zarling, Abbott had eliminated his responsibilities as a sales representative and Territory Manager altogether. (Id.) Zarling submitted a declaration from his former coworker, Bosanquet, in which Bosanquet alleges that Hallisey told him that Zarling had retired on January 1, 2020. (Doc. 116, Ex. 34.) Bosanquet further alleges that Hallisey told him he should inform Zarlingâs remaining accounts that he would be replacing Zarling as their sales representative going forward. (Id.) On January 14, 2020, Zarling and Hallisey met to discuss Zarlingâs employment status. (Doc. 97-1, Ex. A at 218:1-220:23, 224:3-5.) On January 16, 2020, Zarling sent Hallisey an email summarizing their conversation. (Id., Ex. A at 214:14-215:5; Ex. V.) Zarling asked for an âupdateâ on obtaining an early release from his 2019 TOY employment contract, which did not expire until April 1, 2020, and asked about his ability âto purchase COBRA Blue Cross health insuranceâ after his departure from the company. (Id., Ex. V.) Zarling wrote that Teplitsky had âindicated before her departure that was possible, with a Feb[ruary] 4th separat[ion] being ideal . . . [i]f that date is not possible; sooner would be better than later.â (Id.) Hallisey then sent emails to Abbott human resources asking them to prepare a mutual release agreement for Zarling to sign and stating that Zarling âcommunicated that February 4th would be his last day.â (Id., Ex. W.) Around this time, Zarling told his friend and coworker Steven Hofstadter that he was frustrated with how Abbott was treating him. (Doc. 97-1, Ex. A at 301:11-302:5; Doc. 32, First Amd. Compl. ¶ 15.) Hofstadter volunteered to call Divisional Vice President Provost on Zarlingâs behalf to discuss Zarlingâs concerns. (Doc. 97-1, Ex. A at 303:22-304:24; Doc. 116, Ex. 33, Hofstadter Decl.) Hofstadter called Provost on January 16, 2020. (Id.; see also Doc. 100, Provost Decl. ¶ 3.) During the call, Provost shared with Hofstadter some of the performance allegations about Zarling, which Provost had heard from Teplitsky and Stewart. (Doc. 100, Provost Decl. ¶¶ 5-6; Doc. 116, Ex. 33, Hofstadter Decl. ¶¶ 3-4.) Provost alleges that he only shared these allegations with Hofstadter because he thought that Hofstadter âhad only heard Mr. Zarlingâs side of the storyâ and wanted to provide âsome context for the situation.â (Doc. 100, Provost Decl. ¶¶ 4-5.) After hearing what Provost told Hofstadter on the call, Zarling made a complaint to Abbottâs employee relations hotline, alleging that he was experiencing a hostile work environment. (Doc. 97-1, Ex. X at 18:1-11; Ex. Y; Ex. Z.) On February 3, 2020, Zarling complained to employee relations again, stating that his position had been effectively eliminated because his accounts had been reassigned. (Doc. 97-1, Ex. CC.) Zarling does not recall complaining about any type of age or marital status discrimination in his reports to employee relations. (Id.; see also Doc. 97-1, Ex. A at 254:6-255:3.) An Abbott employee relations manager, Rebecca Carlstrom, investigated Zarlingâs complaints. (Doc. 97-1, Ex. X at 22:17-23:22, 33:8-34:7, 34:21-36:11.) Carlstrom determined that Zarlingâs complaints were unfounded after speaking with other Abbott employees who told her that Zarling had already voiced his intention to leave the company and that a separation agreement had already been prepared for him. (Id. at 33:8-34:25, 35:17-36:11.) On January 30, 2020, Hallisey sent Zarling the proposed separation agreement including a release from his 2019 TOY employment contract and a Termination Date of February 4, 2020. (Doc. 97-1, Ex. A at 258:3-20; Ex. P at 92:12-16; Ex. AA; Ex. BB.) On February 3, 2020, Zarling sent a text message to Hallisey stating âI will not be signing the separation and release agreement . . . I am waiting on other severance package information.â (Id., Ex. A at 91:22-92:2; Ex. P at 93:2-15; Ex. DD.) H. Abbott Terminates Zarlingâs Employment in April 2020 Zarling continued to be employed by Abbott throughout February and March 2020. (Doc. 97-1, Ex. A at 248:4-249:19.) On March 24, 2020, Hallisey emailed human resources again to inquire about Zarlingâs employment status. (Id., Ex. P at 95:18-97:13; Ex. EE.) Hallisey also emailed Chad Amato, an Area Vice President at Abbott, asking â[w]hat else can I do to try and get a resolution to Johnâs situation?â (Id., Ex. EE.) Around this time, Kami Hawks in Abbott human resources and Susan Percy in employee relations reviewed Zarlingâs employment records at the request of Hallisey. (Doc. 97-1, Ex. R; Ex. W.) Abbott alleges that Hawks and Percy concluded that Zarling had already âvoluntarily resigned from his employmentâ and that all Abbott had to do in this situation was accept Zarlingâs previously offered resignation. (Doc. 99, Hawks Decl. ¶ 7; Doc. 97-1, Ex. Q at 27:3-32:20, 57:15-58:11, 59:19-60:11; Ex. R.) Percy prepared âtalking pointsâ for Hallisey to use when speaking with Zarling that were consistent with her conclusion that Abbott could end Zarlingâs employment by simply accepting his resignation. (Doc. 97-1, Ex. S at 127:8-17; Ex. GG.) In the talking points, Percy directed Hallisey to tell Zarling, if asked, that âthis is not a position elimination and you will not be receiving a separation package.â (Id., Ex. GG.) On April 1, 2020, Zarlingâs 2019 TOY employment contract expired and he became an at-will employee. (Doc. 97-1, Ex. M ¶ 1.) On April 2, 2020, Hallisey asked Zarling for a meeting the following day. (Id., Ex. DD.) On April 3, 2020, Hallisey, Amato, and Zarling met and Hallisey followed the talking points prepared for him by telling Zarling that Abbott was âaccepting his resignationâ effective immediately. (Id., Ex. A at 279:17-21; Ex. P at 99:9-100:1; Doc. 99, Hawks Decl. ¶ 7.) After the meeting, Zarling immediately emailed Carlstrom, Hallisey, and Amato stating, âI want to make it clear that I did not resign . . . [b]ecause you are terminating me, I believe I am entitled to severance under the companyâs plan.â (Doc. 97-1, Ex. HH.) While the parties dispute whether Abbott terminated Zarling or simply accepted his resignation, it appears to be undisputed that after this April 3, 2020 meeting Zarling was no longer employed at Abbott. (Id., Ex. A at 282:10-11.) I. Procedural Background Zarling filed his initial Complaint in this case on January 4, 2021 after submitting his discrimination claims to the Equal Employment Opportunity Commission for review. (Doc. 1.) Zarling filed his operative pleading, his First Amended Complaint, on March 15, 2021. (Doc. 32.) On June 22, 2021, the Court granted in part and denied in part Abbottâs Motion to Dismiss. (Doc. 59.) The Court dismissed Zarlingâs Minnesota state law claims brought under the Minnesota Human Rights Act but did not dismiss Zarlingâs breach of contract claim seeking severance pay. (Id. at 19-20.) Abbott has now moved for summary judgment on all of Zarlingâs remaining claims and has filed a Daubert motion seeking to preclude Zarlingâs expert witness on damages from providing certain testimony at trial and his vocational expert from testifying regarding the effects of age discrimination on Zarlingâs post-Abbott employment search. (Doc. Nos. 86, 94.) The Court heard oral argument on Abbottâs motions on December 6, 2022. (Doc. 131.) III. DISCUSSION A. Abbottâs Motion for Summary Judgment Zarling asserts the following remaining1 claims against Abbott in his First Amended Complaint: Count 1: Age Discrimination (28 U.S.C. § 621; Cal. Gov. Code § 12940) Count 2: Marital Status Discrimination (Cal. Gov. Code § 12940) Count 4: Reprisal Discrimination (29 U.S.C. § 623(d); Cal. Gov. Code § 1102.5) Count 5: Breach of Contract Count 6: Defamation 1 The Minnesota Human Rights Act claims the Court dismissed included portions of Counts 1, 2, and 3, and the entirety of Count 4 (Familial Status Discrimination). (Doc. 59.) 1. Summary Judgment Standard Summary judgment is appropriate if, viewing all facts in the light most favorable to the non-moving party, there is no genuine dispute as to any material fact, and the moving party is entitled to judgment as a matter of law. Fed. R. Civ. P. 56(a); Celotex Corp. v. Catrett, 477 U.S. 317, 322-23 (1986). The party seeking summary judgment bears the burden of showing that there is no disputed issue of material fact. Id. at 323. âA dispute is genuine if the evidence is such that it could cause a reasonable jury to return a verdict for either party; a fact is material if its resolution affects the outcome of the case.â Amini v. City of Minneapolis, 643 F.3d 1068, 1074 (8th Cir. 2011) (citing Anderson v. Liberty Lobby, Inc., 477 U.S. 242, 248, 252 (1986)). 2. Zarlingâs Age & Marital Status Discrimination Claims (Counts 1 & 2) Zarling asserts claims for age and marital status discrimination under California and federal law. Cal. Gov. Code § 12940(a); 29 U.S.C. § 623 (ADEA). As a threshold matter, Zarling argues that his discrimination claims are based on direct, as opposed to circumstantial, evidence. The Court finds otherwise. Zarling relies on Stewartâs comments at the March 29, 2019 meeting and cites DeJung v. Superior Court, 169 Cal. App. 4th 533, 550 (2008) for his direct evidence argument. But the comments the court found to be direct evidence in DeJung are distinguishable. In DeJung a decision-maker told the plaintiff that the defendant would not hire him because âthey want somebody younger, maybe in their 40âs.â Id. at 540. Here, Stewartâs baggage comment described another employee, Bosanquet, and did not occur in the context of a hiring decision. Further, and as will be discussed more below, Zarlingâs allegation that Stewart used the word âyoungerâ at some point during their conversation is too vague to constitute evidence of discrimination, let alone direct evidence. The Court thus concludes that Zarlingâs discrimination claims are based on circumstantial evidence and analyzes them accordingly. In the case of age and marital status discrimination claims based on circumstantial evidence, both California and federal law utilize the burden- shifting framework of McDonnell Douglas Corp. v. Green, 411 U.S. 792 (1973). Fisher v. Pharmacia & Upjohn, 225 F.3d 915, 919 (8th Cir.2000); Arnold v. Dignity Health, 53 Cal. App. 5th 412, 424 (2020). Under this framework, Zarling must first establish a prima facie case. Id. For his age discrimination claims, this requires Zarling to show that (1) he was a member of the protected age group, i.e., at least 40 years old, (2) he was qualified to perform his job, (3) he was subjected to an adverse employment action, and (4) he was replaced by a person sufficiently younger in age to permit the inference of age discrimination. Fisher, 225 F.3d at 919. For his marital status claim, California Labor Code § 12940(a) requires Zarling to show that Abbott terminated him or otherwise discriminated against him in âcompensation or in terms, conditions, or privileges of employmentâ because of his marital status. There is no dispute regarding the first, second, and fourth elements of the prima facie case for Zarlingâs age discrimination claim, nor is there any dispute regarding Zarlingâs marital status. Zarling was over 40 years old and married during the period when the events leading to this litigation took place, Abbott does not contend that Zarling was unqualified for his position, and the sales representative who took over some of Zarlingâs accounts, Bosanquet, was unmarried and in his thirties. Abbott argues, however, that Zarling cannot establish a prima facie case of age or marital status discrimination because Zarling was not subjected to an âadverse employment action.â Abbott contends that it merely accepted Zarlingâs resignation and did not terminate his employment involuntarily. See Featherstone v. Southern Cal. Permanente Med. Grp., 10 Cal. App. 5th 1150, 1163-64 (2017) (âan employee cannot voluntarily submit a resignation and then claim the employerâs acceptance of the resignation is an adverse employment actionâ). To support this argument, Abbott relies on the fact that Zarling discussed retirement and a release from his employment contract in various emails and other communications from 2018 to 2020. (See, e.g., Doc. 97-1, Ex. B; Ex. V; Ex. I.) Abbottâs contention that it merely accepted Zarlingâs resignation in April 2020 is specious. It is true that Zarling discussed retirement on several occasions from 2018 to 2020, but Abbott would not agree to the terms Zarling desired, including a guaranteed salary through the end of 2020 and a severance package. Further, Zarling made it clear in writing on multiple occasions that he was not resigning. (Doc. 97-1, Ex. CC; Ex. HH (âI want to make it clear that I did not resign.â).) Thus, Abbott subjected Zarling to an âadverse employment actionâ when it terminated his employment in April 2020. The question is whether it did so based on a discriminatory motive. Beyond his eventual termination, Zarling alleges Abbott took other adverse employment actions against him. He argues that the reassignment of 60% to 70% of his sales accounts in early 2019 was one such action. Zarling also alleges that Stewartâs âintimidation and aggressive behaviorâ in 2019, including the picture message he sent Zarling after Zarling complained about the baggage comment, and the negative performance evaluations Stewart prepared about Zarling, all constitute adverse employment actions as well. Abbott contends these acts cannot serve as adverse employment actions because they did not âmaterially affect[] the terms, conditions, or privilegesâ of Zarlingâs employment. McRae v. Dep't of Corr. & Rehab., 142 Cal. App. 4th 377, 386 (2006) (stating criteria for adverse employment actions under California law). However, the Court need not resolve the issue of whether these other actions can serve as adverse employment actions to resolve Abbottâs motion as to Counts 1 and 2 because, as explained further below, the Court finds that Zarling has failed to present sufficient evidence that Abbott took any actions that may qualify as adverse employment actions, including terminating Zarlingâs employment, based on discriminatory motives. Further, for the purpose of establishing Zarlingâs prima facie case, there is no dispute that termination of employment may serve as an adverse employment action. Therefore, Zarling has made out a prima facie case on his age and marital status discrimination claims. For the second step of the McDonnell Douglas analysis, Abbott argues it has at least two legitimate, non-discriminatory reasons for ending Zarlingâs employment. First, Abbott argues it simply accepted Zarlingâs resignation. As noted above, this argument is not supported by the record. Second, Abbott argues that continuing Zarlingâs employment was inconsistent with the long-term business plans Abbott had developed in reliance on Zarlingâs repeated statements that he intended to transition his accounts to other team members and retire within the next few years. (See, e.g., Doc. 97-1, Ex. B; Ex. V; Ex. I.) Indeed, Abbott had already begun transitioning Zarlingâs accounts to other team members with Zarlingâs consent and had been paying Zarling a guaranteed salary in 2019 so that he could mentor other team members and prepare for his retirement. Zarling may have gone back and forth on his preferred retirement date and terms throughout 2019 and early 2020, but Abbott was not obligated to accept Zarlingâs preferred succession plan. Once Zarling became an at-will employee in April 2020 and Abbott determined that his continued employment with a substantial guaranteed salary was no longer consistent with its long-term business plans, Abbott was free to terminate Zarling as long as it did not do so based on discriminatory motives. Because Abbott has supplied a legitimate, non-discriminatory reason for terminating Zarlingâs employment, the burden shifts back to Zarling at the third step of the McDonnell Douglas framework and requires him to show that Abbottâs reason was pretextual. Zarlingâs burden to prove pretext ârequires more substantial evidence than it takes to make a prima facie case and evidence of pretext . . . is viewed in light of the employerâs justification.â King v. Guardian ad Litem Bd., 39 F.4th 979, 987 (8th Cir. 2022) (cleaned up). Zarling âmust produce âspecificâ and âsubstantialâ facts to create a triable issue of pretext.â Wiele v. Delaware N. Companies, Inc., No. 2:21-CV-07271-SB-AS, 2022 WL 714392, at *5 (C.D. Cal. Mar. 4, 2022); Rahlf v. Mo-Tech Corp., 642 F.3d 633, 638 (8th Cir. 2011) (âWhen an employer articulates a nondiscriminatory reason for an employee's discharge . . . the factual inquiry proceeds to a new level of specificity.â) (internal citations and quotations omitted). To attempt to show pretext, Zarling primarily relies on Stewartâs comments during the March 29, 2019 meeting. Zarling alleges that at this meeting Stewart evinced discriminatory animus by stating that Bosanquet would be a good candidate to take over some of Zarlingâs accounts because he had no âbaggage.â Zarling further alleges that Stewart explained that he meant Bosanquet did not have a spouse or children and could, therefore, entertain clients more frequently. Zarling also alleges that Stewart said the word âyoungerâ at some point during this meeting but admits he cannot recall the context in which Stewart used this word. Under both the ADEA and Cal. Gov. Code § 12940(a), âstray remarksâ by fellow employees, on their own, are not sufficient to create a triable issue on an age or marital status discrimination claim. See, e.g., Fitzgerald v. Action, Inc., 521 F.3d 867, 876 (8th Cir. 2008) (ââStray remarksâ standing alone do not give rise to an inference of discrimination.â) (citation omitted); Nesbit v. Pepisco, Inc., 994 F.2d 703, 705 (9th Cir. 1993) (comment that â[w]e donât necessarily like grey hairâ did not support reasonable inference of discriminatory motive); Reid v. Google, Inc., 50 Cal. 4th 512, 541 (2010) (âA stray remark alone may not create a triable issue of age discrimination.â). The Supreme Court of California explained the rationale behind precedents like these âstray remarkâ cases in Guz v. Bechtel National, Inc.: the great weight of federal and California authority holds that an employer is entitled to summary judgment if, considering the employer's innocent explanation for its actions, the evidence as a whole is insufficient to permit a rational inference that the employer's actual motive was discriminatory. 24 Cal. 4th 317, 361 (2000). Where the employee who made the stray remark is not responsible for the adverse employment action, it becomes even more difficult for the plaintiff to rely on a stray remark to show discriminatory motive. See OâConnor v. City of El Segundo, No. CV 20-311-DMG (PLAX), 2021 WL 5000679, at *11 (C.D. Cal. Jan. 19, 2021) (âsolitary comment by a non-decision-maker, without more, is insufficient to create a suggestion of a discriminatory motiveâ). Further, the timing of an allegedly discriminatory remark is relevant; a remark that is âremote in timeâ from an adverse employment action does ânot support a finding of pretext for intentional discrimination.â Bauer v. Metz Baking Co., 59 F. Supp. 2d 896, 909 (N.D. Iowa 1999). Zarlingâs evidence of discriminatory motive falls short of creating a triable issue as to pretext under the authorities discussed above. The fact that Zarling has disproved one of Abbottâs proffered reasons for ending Zarlingâs employment, i.e., that Abbott merely accepted his resignation, does weigh in favor of a finding of pretext. See Guz, 24 Cal. 4th at 363 (noting that an inference of pretext âmay arise where the employer has given . . . factually baseless justifications for its actionsâ). But simply disproving Abbottâs allegation that Zarling voluntarily resigned is not sufficient to create a triable issue concerning pretext based on the record before the Court. Id. at 360-61 (âan inference of intentional discrimination cannot be drawn solely from evidence, if any, that the company lied about its reasonsâ). There is no evidence in the record to permit a rational inference that Abbott terminated Zarling or took any of the other qualifying adverse actions he alleges based on discriminatory motives. Zarling had mentioned the possibility of retiring in the near term on several occasions from 2018 to 2020. He even agreed to take on a mentoring role with a guaranteed salary in exchange for transitioning most of his accounts to other team members in 2019. Zarling does not contend that this arrangement was meant to be temporary; it was an obvious segue to his eventual retirement. Indeed, Zarling was actively negotiating a final separation agreement around the time that Abbott terminated him in April 2020. The only dispute between the parties appears to be whether Zarling had expressed his intention to retire at the end of 2019 or the end of 2020. In contrast to this record, Zarling relies on exceedingly thin evidence to try to show that Abbott was acting out of animus related to his age or marital status when it terminated him. He primarily relies on one conversation that took place a full year before he was terminated, the March 29, 2019 meeting with Stewart and Teplitsky. Zarling admits he cannot recall the context of the only age-related term used during that meetingâ âyoungerââwhich means this allegation cannot serve as evidence of discriminatory motive at all. See Wiele, 2022 WL 714392, at *5 (evidence of pretext must be âspecificâ); Rahlf, 642 F.3d at 638 (same). This is sufficient to dispose of Zarlingâs age discrimination claim. Zarling also cannot rely on Stewartâs âbaggageâ comment to support a rational inference that Abbott discriminated against him based on his marital status. Zarling admits he cannot recall any other allegedly discriminatory comments from his time at Abbott about his marital status or otherwise, which demonstrates that this comment was a âstrayâ remark. See, e.g., Fitzgerald, 521 F.3d at 876. Stewart was not the decision-maker responsible for Zarlingâs eventual termination. See OâConnor, 2021 WL 5000679, at *11. Stewartâs comment was âremote in timeâ from Zarlingâs termination a year later in April 2020. Bauer, 59 F. Supp. 2d at 909. Further, Zarlingâs termination came immediately after several discussions with his superiors during which the parties failed to reach consensus on terms for Zarlingâs mutually-anticipated resignation. Based on this record, the Court finds that Zarling has failed to present sufficient evidence to create a triable issue as to pretext. Accordingly, the Court will grant summary judgment to Abbott dismissing Zarlingâs age and marital status discrimination claims. 3. Zarlingâs Retaliation Claims Abbott also moves for summary judgment dismissing Zarlingâs retaliation claims, which are brought under both state and federal law. Zarling alleges that Abbott terminated his employment and took other adverse actions against him because he complained to Teplitsky on April 5, 2019 about Stewartâs comments from the March 29, 2019 meeting. To establish a retaliation claim under the ADEA, a plaintiff must satisfy three elements: (1) he engaged in statutorily protected activity; (2) an adverse employment action; and (3) a causal connection between the two. Heisler v. Nationwide Mut. Ins. Co., 931 F.3d 786, 794 (8th Cir. 2019) (citations omitted). Zarling cannot establish the first element of his ADEA retaliation claim because the only potentially actionable comment under the ADEA that he reported to Teplitsky, Stewartâs baggage comment, did not reference age. Again, Zarling cannot rely on his allegation that Stewart may have used the word âyoungerâ during the March 29, 2019 meeting because this allegation is too vague. Zarlingâs ADEA retaliation claim thus fails for this reason. However, Zarling also argues that his retaliation claim is based on the fact that he disclosed a âreasonably based suspicionâ of marital status discrimination by complaining about Stewartâs baggage comment to Teplitsky. California Labor Code § 1102.5 prohibits an employer from taking adverse employment actions against an employee because the âemployee discloses âreasonably based suspicionsâ of illegal activity.â Ross v. Cnty. of Riverside, 36 Cal. App. 5th 580, 592 (2019). The Supreme Court of California recently clarified that retaliation claims brought under § 1102.5 do not utilize the traditional McDonnell Douglas burden- shifting framework. Rather, the court held that the relevant inquiry is whether a plaintiff has shown that unlawful retaliation was a âcontributing factorâ in an adverse employment action. Lawson v. PPG Architectural Finishes, Inc., 12 Cal. 5th 703, 718 (2022); Cal. Lab. Code § 1102.6. Once a plaintiff makes this showing, âthe burden shifts to the employer to demonstrate, by clear and convincing evidence, that it would have taken the action in question for legitimate, independent reasons even had the plaintiff not engaged in protected activity.â Id. at 718. Zarling alleges that his report to Teplitsky is causally related to a number of adverse employment actions, including his termination and âthe [Denzel Washington] text, intimidation and aggressive behavior, a deteriorating relationship and lack of communication and management, âpoisoning the wellâ with Teplitsky, the performance case against Zarling, and the false performance assessment.â (Doc. 113 at 34.) Apart from his termination, none of these actions can serve as adverse employment actions in the context of this case. California law defines an âadverse employment actionâ similarly to federal law as an action that âmaterially affects the terms, conditions, or privileges of employment.â Doe v. Dep't of Corr. & Rehab., 43 Cal. App. 5th 721, 734 (2019); McRae, 142 Cal. App. 4th at 386. Zarling does not explain how any of the adverse actions he alleges âmaterially affected the terms, conditions, or privilegesâ of his employment at Abbott. (See Doc. 113 at 34.) For example, there is no evidence that Hallisey relied on Zarlingâs performance assessments as the justification for terminating Zarlingâs employment in April 2020. See Akers v. Cnty. of San Diego, 95 Cal. App. 4th 1441, 1457 (2002) (noting that negative performance evaluations âare inadequate to support a retaliation claimâ unless employee shows âemployer wrongfully uses the negative evaluation to substantially and materially change the terms and conditions of employmentâ). Overall, Zarlingâs allegations as to these other adverse actions are either too vague or unsupported by citation to record evidence, or both, to withstand summary judgment. See Qu v. Bd. of Regents of Univ. of Minnesota, No. CIV. 08-1843 RHK/JSM, 2009 WL 2900334, at *9 (D. Minn. Sept. 2, 2009) (dismissing retaliation claims on summary judgment because they were too vague and unsupported, among other reasons). Zarling has also failed to present sufficient evidence to raise a triable issue over whether this complaint was a âcontributing factorâ in his termination under California law. As a threshold matter, Zarling has not produced evidence demonstrating that Teplitsky even told Stewart about the complaint. Zayed v. Associated Bank, N.A., 913 F.3d 709, 716 (8th Cir. 2019) (affirming grant of summary judgment where partyâs theory required âresorting to speculation and conjectureâ) (citation omitted). Even if Teplitsky did tell Stewart about the complaint, Zarling fails to show how this complaint could serve as a contributing factor in his termination given that neither Stewart nor Teplitsky were responsible for the decision to terminate Zarling a year later in April 2020. Indeed, Teplitsky had resigned from Abbott months before Zarling was terminated. Again, Zarling was terminated after months of unsuccessful negotiations over the terms of his resignation and after his employment contract expired, making him an at-will employee. Zarling cites no evidence that this lone complaint to Teplitsky from a year earlier was ever brought up during these negotiations. On this record, Zarlingâs California retaliation claim fails at the first step of the two-step process outlined in Lawson because he has failed to create a triable issue over whether a report of unlawful age or marital status discrimination âcontributed toâ Abbottâs decision to terminate him. 12 Cal. 5th at 718. 4. Breach of Contract The Court previously denied Abbottâs Motion to Dismiss Zarlingâs breach of contract claim. (Doc. 59 at 19.) Zarlingâs breach of contract claim is governed by Minnesota law under the 2019 TOY employment contractâs choice of law provision. (Doc. 97-1, Ex. M ¶ 5.) Under Minnesota law, â[t]he elements of a breach of contract claim are (1) formation of a contract, (2) performance by plaintiff of any conditions precedent to his right to demand performance by the defendant, and (3) breach of the contract by defendant.â Lyon Fin. Servs., Inc. v. Ill. Paper & Copier Co., 848 N.W.2d 539, 543 (Minn. 2014) (citation omitted). The parties dispute whether Zarling can satisfy the second and third elements of his contract claim. Zarlingâs 2019 TOY employment contract required Abbott to pay him severance if it terminated his employment before April 1, 2020 due to a âposition elimination or a reduction in force,â and then only if Zarling also signed âa separation and release agreement.â (Doc. 97-1, Ex. M ¶¶ 2(A)(iii), 3(B).) Abbott argues that neither condition precedent was fulfilled and, therefore, it did not breach the TOY employment contract by refusing to pay Zarling severance. Zarling argues that summary judgment on this claim is inappropriate because Abbott eliminated his position on January 1, 2020, which was three months before the expiration of his 2019 TOY employment contract. In support of this argument, Zarling points out that when he returned from vacation in January 2020, he found that all of his sales accounts had been reassigned and he had no one left to manage. Zarling cites testimony from Hallisey, Provost, and Percy who agreed that Zarling would no longer qualify as a territory manager or a sales representative if he had no sales accounts and no one to manage. Zarling argues the lack of a title change is irrelevant, Abbott effectively eliminated his position in January 2020. Abbott counters that Zarlingâs argument fails for at least two reasons. First, in January 2020, Zarling was negotiating a mutual release from the 2019 TOY employment contract and the contract did not provide for severance if Zarling voluntarily resigned. The contract only required severance where Zarling was terminated due to a âposition elimination or a reduction in force.â (Doc. 97-1, Ex. M ¶¶ 2(A)(iii), 3(B).) Second, Abbott argues that, even if it eliminated Zarlingâs position, the contract required Zarling to sign a separation agreement before he could receive severance. (Id.) There is no dispute that Zarling refused to sign the separation agreement Abbott proposed. According to Abbott, both arguments show that Zarling did not satisfy the conditions precedent necessary to support his contract claim. Under Minnesota law, â[i]f a party to a contract unjustifiably prevents the occurrence of a condition precedent, then that party's duty to perform is not excused.â Minnwest Bank Cent. v. Flagship Properties LLC, 689 N.W.2d 295, 300 (Minn. Ct. App. 2004) (citing In re Hennepin County 1986 Recycling Bond Litigation, 540 N.W.2d 494, 502-03 (Minn. 1995)). As before, the Court finds that there are triable issues that preclude the dismissal of Zarlingâs contract claim, including whether Zarlingâs failure to fulfil the conditions precedent to recovery is excused because Abbott unjustifiably hindered Zarlingâs ability to fulfil those conditions. Based on the record before the Court, a reasonable jury could find that Zarling only requested a mutual separation because Abbott had already eliminated his position. Further, a reasonable jury could find that Abbott unjustifiably hindered Zarlingâs ability to sign a separation agreement by only providing an agreement that waived Zarlingâs right to severance. (Doc. 97-1, Ex. AA.) Based on the foregoing, the Court will deny Abbottâs Motion for Summary Judgment on Zarlingâs breach of contract claim. 5. Defamation Zarling asserts a defamation claim against Abbott based on statements contained in two sources: (1) a January 16, 2020 call between Hofstadter and Provost; and (2) the 2019 Performance Assessment Stewart prepared about Zarling. Zarling argued in his briefing that another document, Stewartâs âReport on John Zarling,â also contained defamatory statements. At oral argument, however, Zarlingâs counsel clarified that Zarling is not asserting a defamation claim based on this Report. Rather, Zarling merely seeks to introduce this Report to provide additional âcontextâ to support his claim, which is only based on the Performance Assessment and the statements Provost made to Hofstadter. In any event, Zarling cannot assert a defamation claim based on the Report because it is not pled in his operative pleading, the First Amended Complaint. Sherr v. HealthEast Care Sys., 999 F.3d 589, 597 (8th Cir. 2021) (âUnder Minnesota law, defamation claims must be pleaded with âa certain degree of specificity . . . [a]ny statements not so identified in the complaint are beyond the scope of a plaintiff's defamation claim.â) (citations and internal quotations omitted). Whether or not the Report is admissible for some other purpose such as âcontextâ is an issue the Court may resolve at the time of trial. Zarling has not challenged Abbottâs assertion that Minnesota law applies to his defamation claim. Under Minnesota law, a plaintiff alleging defamation must prove that the defendant made (1) a false and defamatory statement about the plaintiff, (2) published to a third party, that (3) harmed the plaintiff's reputation. Maethner v. Someplace Safe, Inc., 929 N.W.2d 868, 873 (Minn. 2019). Zarling has sufficiently satisfied the second and third elements of his defamation claim for this claim to withstand summary judgment. For publication, Zarling presents evidence in the form of emails and deposition testimony showing that the allegedly defamatory statements were shared with various other Abbott employees. (Doc. 116, Ex. 6 at 106:9-17; Ex. 9 at 150:9-15; Ex. 19.) âMinnesota law recognizes that communications between employees of a corporation can constitute defamatory publication.â Krutchen v. Zayo Bandwidth Ne., LLC, 591 F. Supp. 2d 1002, 1020 (D. Minn. 2008) (citing Frankson v. Design Space Intâl, 394 N.W.2d 140, 143 (Minn. 1986)). For the third element, damage to reputation, a party asserting a defamation claim under Minnesota law must ordinarily present non-speculative evidence of damages to survive summary judgment. However, â[i]f the defamation affects the plaintiff in his business, trade, profession, office or calling, it is defamation per se and thus actionable without any proof of actual damages.â Bahr v. Boise Cascade Corp., 766 N.W.2d 910, 920 (Minn. 2009) (cleaned up). âCourts allow presumed damages because statements that are defamatory per se are âvirtually certain to cause serious injury to reputation, and . . . this kind of injury is extremely difficult to prove.ââ Maethner, 929 N.W.2d at 875 (quoting Carey v. Piphus, 435 U.S. 247, 262 (1978)). All of the allegedly defamatory statements at issue relate to Zarlingâs profession as a sales representative and Territory Manager for Abbott and may, thus, constitute defamation per se. Accordingly, Zarling may proceed to trial without consideration at this procedural stage of whether he has presented proof of damages. Bahr, 766 N.W.2d at 920; Maethner, 929 N.W.2d at 875. As for the first element of his claim, a plaintiff cannot show that a statement was âdefamatoryâ as a matter of law if the allegedly defamatory statements are âexpressions of opinion not sufficiently factual to be susceptible of being proved true or false.â Hunter v. Hartman, 545 N.W.2d 699, 706 (Minn. Ct. App. 1996) (quotation omitted); see also Gacek v. Owens & Minor Distribution, Inc., 666 F.3d 1142, 1147 (8th Cir. 2012) (quoting Schlieman v. Gannett Minn. Broad., Inc., 637 N.W.2d 297, 308 (Minn. Ct. App. 2001) (âif it is plain that the speaker is expressing a subjective view, an interpretation, a theory, conjecture, or surmise, rather than claiming to be in possession of objectively verifiable facts, the statement is not actionableâ)). Defamation claims based on pure statements of opinion fail because â[i]t is well-recognized in Minnesota that the First Amendment absolutely protects opinion that lacks âa provably false statement of fact.ââ McClure v. Am. Fam. Mut. Ins. Co., 223 F.3d 845, 853 (8th Cir. 2000) (quoting Hunter, 545 N.W.2d at 706). Courts applying Minnesota law examine four factors to determine if statements are too opinion-like to be actionable as defamation. Id. Those factors include the ââ(1) specificity and precision of the statement; (2) verifiability; (3) literary and social context in which it was made, and (4) public context.ââ Id. (quoting Geraci v. Eckankar, 526 N.W.2d 391, 397 (Minn. App. 1995)). Even if a plaintiff satisfies all three elements of a defamation claim however, a âqualified privilegeâ may still defeat the claim as a matter of law. Bol v. Cole, 561 N.W.2d 143, 149 (Minn. 1997). The Minnesota Supreme Court has explained the circumstances under which this qualified privilege applies: Qualified privilege applies when a court determines that statements made in particular contexts or on certain occasions should be encouraged despite the risk that the statements might be defamatory. For a defamatory statement to be protected by a qualified privilege, the statement must be made in good faith and must be made upon a proper occasion, from a proper motive, and must be based upon reasonable or probable cause. Id. (citations omitted and cleaned up). âWhether a qualified privilege exists is a question of law for the court to decide.â Id. Even where a qualified privilege applies, a plaintiff may still succeed on a defamation claim by demonstrating that the defendant abused the privilege by making the statements at issue with âmalice.â Maethner, 929 N.W.2d at 873. In cases that do not involve public figures or matters of public concern, such as this one, the common law definition of malice applies. See id. (noting that âit is important to distinguish between âactual maliceâ and âcommon law maliceââ) (quoting Moreno v. Crookston Times Printing Co., 610 N.W.2d 321, 329 (Minn. 2000)). âMalice under the common law means that the defendant made the statement âfrom ill will and improper motives, or causelessly and wantonly for the purpose of injuring the plaintiff.ââ Id. (quoting Stuempges v. Parke, Davis & Co., 297 N.W.2d 252, 257 (Minn. 1980)). a. Provostâs Statements to Hofstadter During Their January 16, 2020 Call Abbott argues that Zarlingâs defamation claim based on Provostâs statements must fail because this claim is based on inadmissible hearsay. âHearsay evidence alone is insufficient to defeat summary judgment.â Dull v. St. Luke's Hosp. of Duluth, 21 F. Supp. 2d 1022, 1028 (D. Minn. 1998) (citing Firemen's Fund Ins. Co. v. Thien, 8 F.3d 1307, 1310 (8th Cir.1993)). Abbottâs hearsay argument fails, however, because Zarlingâs claim that Provost made defamatory remarks about him during the call with Hofstadter is supported by a declaration from Hofstadter attesting to the statements Provost allegedly made. (Doc. 116, Ex. 33.) Hofstadterâs Declaration provides adequate foundation at this stage to show that Provostâs statements were a statement of an opposing party (Abbott), which are admissible under Federal Rule of Evidence 801(d)(2). Next, Abbott argues that Provostâs alleged statements are too opinion-like to be actionable as defamation because they are incapable of being proven true or false. In his Declaration, Hofstadter makes the following allegations about Provostâs statements on the call: I spoke with Joe Provost on January 16, 2020, and he told me that John Zarling was not a nice guy, had missed patient clinics, refused to return phone calls, numerous doctors wanted to see more of him but he refused to meet with them, he was a bad teammate, and Todd Stewart had made great sacrifices for him but he was not appreciative. (Doc. 116, Ex. 33 ¶ 3.) Abbottâs argument fails under the four-factor test described above. McClure, 223 F.3d at 853. Provostâs statements that Zarling was ânot a nice guyâ and a âbad teammateâ are non-actionable opinion statements. (Doc. 116, Ex. 33 ¶ 3.) But the alleged statements that Zarling had missed patient clinics, did not return phone calls, and that Zarling had refused to meet with doctors are specific and verifiable enough to support a defamation claim. Id. The Courtâs analysis of this call does not end here, however, because Abbott also argues that Provostâs statements are protected by qualified privilege. Minnesota courts have generally found that an employerâs statements about an employeeâs work performance are entitled to a qualified privilege when they are made within the workplace because such statements satisfy the âproper occasionâ and âproper purposeâ requirements for this privilege to apply. See, e.g., Kletschka v. Abbott-Nw. Hosp., Inc., 417 N.W.2d 752, 755 (Minn. Ct. App. 1988); Walker v. Wanner Eng'g, Inc., 867 F. Supp. 2d 1050, 1054 (D. Minn. 2012). The qualified privilege does not apply however, where an employer publishes statements about an employeeâs performance without âreasonable or probable grounds for believing in the validity of the statement.â Wirig v. Kinney Shoe. Corp., 461 N.W.2d 374, 381 (Minn. 1990). For example, â[a]n employer lacks probable or reasonable grounds for making a defamatory statement if that employer has failed to investigate and instead relied only on other potentially biased employees' statements or hearsay from unidentified sources.â Walker, 867 F. Supp. 2d at 1054. Abbott argues that Provost had a reasonable basis to tell Hofstadter that Zarlingâs performance at work was suffering because Provost heard these statements from at least two trusted employees, Stewart and Teplitsky. Zarling does not provide any evidence to show Provost had reason to believe Stewart and Teplitsky were lying to him about Zarlingâs performance. Instead, Zarling goes so far as to admit that âProvost trusted what Stewart and Teplitsky told him about Zarling.â (Doc. 113 at 14.) In the context of Hofstadter initiating this call on behalf of Zarling with Zarlingâs consent to discuss Zarlingâs challenges at work, Provost had a reasonable basis to repeat Stewart and Teplitskyâs observations to Hofstadter. This is not a situation like in Wirig where a supervisor accused an employee of theft in front of a group of employees based on reports from obviously-biased employees with whom the supervisor had âonly perfunctory personal acquaintance.â 461 N.W.2d at 380. Accordingly, the Court finds that the qualified privilege applies to Provostâs statements and, therefore, Zarling must provide evidence that Provost made the statements with malice. Zarling, however, does not argue that Provost made the statements with malice, let alone provide evidence to support such an allegation. In fact, Zarling claims that âStewart was the perpetrator behind all of the defamatory statements,â implying that Provost was simply repeating what he heard from a trusted source. (Doc. 113 at 25 (emphasis added).) Without any evidence of malice, Zarlingâs defamation claim based on the call between Provost and Hofstadter must fail. Accordingly, the Court will grant summary judgment to Abbott dismissing this portion of Zarlingâs defamation claim. b. The 2019 Performance Assessment Abbott similarly argues that the Court should grant summary judgment dismissing the portion of Zarlingâs defamation claim premised on Stewartâs 2019 Performance Assessment. Abbott again argues that the statements in the Performance Assessment are non-actionable opinion statements under the four-factor test described above. McClure, 223 F.3d at 853. Specific to the Performance Assessment, Abbott argues that Stewartâs statements in this document are protected as subjective opinions based on Stewartâs own observations of Zarlingâs performance. Abbott cites a host of cases where courts found statements too vague or opinion-like to be actionable. (Doc. 95 at 26â27.) Abbottâs opinion argument fails again, however, because at least some of the statements contained in the Performance Assessment are sufficiently precise and verifiable to support a defamation claim. For example, in the Performance Assessment, Stewart claimed that Zarling âdid not achieve expectations in Sales Revenue Performance.â But Zarling argues that his decreased sales revenue in 2019 stemmed from a variety of factors that were known to Stewart, including the fact that Abbott had reassigned the majority of Zarlingâs sales accounts, that a clinic at one of his remaining accounts had closed, that a primary physician client had moved away, and that Abbott had cut its prices. (See Doc. 116, Ex. 1 at 125:9-126:5, 146:25-147:19; Ex. 36.) Moreover, Zarling alleges that his sales had actually increased at one of his few remaining accounts. (Id., Ex. 1 at 126:1-5.) Further, Zarling received very positive performance assessments in 2017 and 2018 and was even recognized as one of Abbottâs top performing sales representatives in 2018. (Doc. 116, Ex. 7; Ex. 22; Ex. 23.) This record presents sufficient evidence to create a triable issue as to whether Stewartâs statement regarding Zarlingâs sales performance was verifiably false, especially given the context Stewart failed to include with this statement. See Schlieman, 637 N.W.2d at 304 (âContext is critical to meaning because a false statement that is defamatory on its face may not be defamatory when read in context, and a statement that is not defamatory on its face may, in fact, be defamatory when read in context.â). Regarding Stewartâs allegation that Zarling was not meeting with doctors, multiple doctors whom Zarling served submitted declarations contradicting this allegation as to their practices. (Doc. 116, Ex. 36; Ex. 37; Ex. 38.) Zarling also alleges that Stewartâs statement that he failed to use a shared calendar or alert his coworkers when he took vacations also leaves out important context because Zarling claims he always told his coworkers about his whereabouts through emails and text messages. (Id., Ex. 1 at 96:13-97:24, 138:13-25); Schlieman, 637 N.W.2d at 304. Indeed, Zarling has provided the Court with numerous emails, letters, and declarations from current and former Abbott employees, former clients, and more who all attest to Zarling being a consistently attentive and competent sales representative, manager, and co-worker. (Doc. 116, Exs. 27, 34-50.) Viewing the evidence in the context of these numerous evidentiary submissions, the Performance Assessment contains statements that are sufficiently factual and verifiable to support a defamation claim. McClure, 223 F.3d at 853. As before, however, the Court also finds that the statements in the Performance Assessment are entitled to the qualified privilege, which means Zarling will need to prove Stewart made these statements with malice at trial. As noted above, the qualified privilege generally applies to an employerâs statements about an employeeâs work performance when the employer demonstrates that it had reasonable grounds to make the statements. Wirig, 461 N.W.2d at 381; Walker, 867 F. Supp. 2d at 1054; Kletschka, 417 N.W.2d at 755. Here, the record demonstrates that Stewart was Zarlingâs direct supervisor for at least a portion of 2019 and worked closely enough with Zarling to personally observe his work. This close working relationship between a supervisor and a subordinate provided Stewart with reasonable grounds to provide an assessment of Stewartâs work performance. Accordingly, Stewartâs statements are protected by the qualified privilege. âCourts have generally held that whether the privilege has been abused because the communicating party acted with malice is a question for the jury.â Krutchen v. Zayo Bandwidth Ne., LLC, 591 F. Supp. 2d 1002, 1020 (D. Minn. 2008) (citations omitted). Viewing the evidence in the light most favorable to Zarling, there is a triable issue as to whether Stewart abused the privilege by making false statements about Zarlingâs performance for the purpose of pushing Zarling to resign earlier than Zarling wanted. If proven, such an action by Stewart could constitute malice. Elstrom v. Indep. Sch. Dist. No. 270, 533 N.W.2d 51, 55 (Minn. Ct. App. 1995) (citing Stuempgues, 297 N.W.2d at 257) (noting that malice may be shown where declarant made statements âwith ill will or for purposes of harmingâ another individual). Based on the foregoing, the Court will deny Abbottâs Motion as it relates to Zarlingâs defamation claim premised on the 2019 Performance Assessment. B. Abbottâs Daubert Motion 1. Federal Rule of Evidence 702 and Daubert v. Merrell Dow Pharmaceuticals, Inc., 509 U.S. 579 (1993) Rule 702 of the Federal Rules of Evidence provides: A witness who is qualified as an expert by knowledge, skill, experience, training, or education may testify in the form of an opinion or otherwise if: (a) the expert's scientific, technical, or other specialized knowledge will help the trier of fact to understand the evidence or to determine a fact in issue; (b) the testimony is based on sufficient facts or data; (c) the testimony is the product of reliable principles and methods; and (d) the expert has reliably applied the principles and methods to the facts of the case. The role of trial courts is to serve as âgatekeepersâ to ensure that ââthe proffered expert testimony is both relevant and reliable.ââ Wagner v. Hesston Corp., 450 F.3d 756, 758 (8th Cir. 2006) (quoting Anderson v. Raymond Corp., 340 F.3d 520, 523 (8th Cir. 2003)). In this role, âthe law grants the trial judge broad latitudeâ to determine the reliability of expert evidence. Kumho Tire Co., Ltd. v. Carmichael, 526 U.S. 137, 153 (1999). In Daubert v. Merrell Dow Pharmaceuticals, Inc., the Supreme Court provided some general observations for the lower courts to consider in making determinations as to whether an expertâs testimony is relevant and reliable. 509 U.S. 579, 592-95 (1993). These factors include the following: (1) whether the theory or technique can be or has been tested; (2) whether the theory or technique has been subjected to peer review or publication; (3) whether the theory or technique has a known or potential error rate and standards controlling the technique's operation; and (4) whether the theory or technique is generally accepted in the scientific community. Russell v. Whirlpool Corp., 702 F.3d 450, 456 (8th Cir. 2012) (citing Daubert, 509 U.S. at 593-94). In Kumho Tire Company, Ltd. v. Carmichael, the Supreme Court extended Daubertâs holding to non-scientist experts who rely on âtechnicalâ or âspecialized knowledge.â 526 U.S. at 149 (1999) (quoting Daubert, 509 U.S. at 590-92)). When addressing the reliability factor, the Supreme Court has also held that ânothing in either Daubert or the Federal Rules of Evidence requires a district court to admit opinion evidence that is connected to existing data only by the ipse dixit of the expert. A court may conclude that there is simply too great an analytical gap between the data and the opinion proffered.â Gen. Elec. Co. v. Joiner, 522 U.S. 136, 146 (1997). Challenges to the factual basis of expert testimony, however, go âto the credibility of the testimony, not the admissibility, and it is up to the opposing party to examine the factual basis for the opinion in cross-examination. Only if the expertâs opinion is so fundamentally unsupported that it can offer no assistance to the jury must such testimony be excluded.â Bonner v. ISP Tech, Inc., 259 F. 3d 924, 929-30 (8th Cir. 2001) (quoting Hose v. Chicago Northwestern Transp. Co., 70 F. 3d 968, 974 (8th Cir. 1996)). The party offering expert testimony has the burden of establishing its admissibility under Rule 702 by a preponderance of the evidence. Polski v. Quigley Corp., 538 F.3d 836, 841 (8th Cir. 2008) (citing Marmo v. Tyson Fresh Meats, Inc., 457 F.3d 748, 757-58 (8th Cir.2006)). 2. Abbottâs Motion to Exclude Stan V. Smithâs Report and Related Testimony Regarding âHedonic Damagesâ Abbott moves to exclude the report and testimony of Plaintiffâs expert, Stan V. Smith, Ph.D., related to âhedonicâ or âloss of the value of enjoyment of lifeâ damages. (Doc. 87.) Smith calculates Zarlingâs hedonic damages as a result of Abbottâs alleged actions as falling between $313,231 and $585,896, averaging $449,564. (Doc. 90-1, Ex. E, Smith Rep. at 10.) Smith calculates this figure using a methodology he has developed using various studies that measure the value of a human life. (Doc. 90-1, Ex. E at 8-9.) These studies generally measure the value of a life using a âwillingness-to-payâ model that measures the amount individuals are willing to pay to protect their lives through, for instance, purchases of safety equipment and also by measuring the premium individuals are willing to accept to perform risky jobs. (Id.) Smith then relies on âmeta-analysesâ of these studies, which essentially average the values from many different studies. (Id. at 16-18.) Smith also relied on an interview by one of his associates, who asked Zarling to self-report the percentage reduction in his enjoyment of life as a result of Abbottâs actions. (Doc. 90-1, Ex. A at 38:10-16; Ex. F at 10.) Zarling reported a 30% to 50% reduction in his enjoyment of life due to Abbottâs actions, which Smith then applied to his average value of a life, along with a few other minor adjustments, to arrive at his hedonic damages figure of $449,564. (Id.; see also id., Ex. E at 10, 16.) The Court largely agrees with the reasoning of the numerous courts that have found Smithâs hedonic damages analysis inadmissible under Rule 702 and Daubert. See, e.g., Smith v. Jenkins, 732 F.3d 51, 66 (1st Cir. 2013) (âThe overwhelming majority of courts have concluded that [Smithâs] âwillingness-to- payâ methodology is either unreliable or not likely to assist the jury in valuing hedonic damages, or both.â); Moe v. Grinnell Coll., 547 F. Supp. 3d 841, 847-48 (S.D. Iowa 2021) (collecting authorities rejecting Smithâs testimony regarding âhedonic damagesâ); Jennings v. Nash, 2020 WL 770325, at *3 (W.D. Mo. Feb. 17, 2020) (ânumerous circuit and district courts have excluded Dr. Smithâs testimony on hedonic damages that were based on his âwillingness to payâ modelâ). In this case, as in these others, Smithâs hedonic damages analysis does not satisfy the reliability or relevance requirements of Rule 702 and Daubert. The reliability factors set forth in Daubert and its progeny weigh against admitting Smithâs testimony on hedonic damages. Russell, 702 F.3d at 456. First, Smithâs methodology cannot be tested because it relies on Zarlingâs self-reported percent reduction in the value of his enjoyment of his life and not on âobjective indicia.â Moe, 547 F. Supp. 3d at 849. Second, Zarling has not provided any evidence of peer review of the application of Smithâs methodology to situations like this case that involve non- physical injuries to reputation and general mental wellbeing. Id. at 850; see also Cramer v. Equifax Info. Servs., No. 4:18-CV-1078 CAS, 2019 WL 4468945, at *6 (E.D. Mo. Sept. 18, 2019) (excluding Smithâs hedonic damages testimony, in part, because the plaintiff did not allege that she âsuffered a physical injury or loss of lifeâ). Third, neither Zarling nor Smith have provided the Court with evidence of a known error rate or standards governing the calculation of hedonic damages due to defamation. Id. Smith merely makes the conclusory statement that the potential rate of error for the studies on which he relies is âwell researched.â (Doc. 90-1, Ex. E at 13.) Fourth, Smith cites numerous studies to demonstrate that valuation of a human life is a âgenerally acceptedâ method within the field of economics. (Id. at 13-14.) But he fails to demonstrate that applying this methodology to measure the reduction in the value of an individualâs enjoyment of life due to defamatory remarks is generally accepted. See Moe, 547 F. Supp. 3d at 850 (â[Smithâs] materials do not demonstrate peer-reviewed use of hedonic damages calculations in cases that do not involve death or physical injuryâ). Further, the fact that the studies used by Smith contain a wide range of values for a human life suggests that the average value Smith chose to use is not generally accepted. See Smith v. IngersollâRand Co., 214 F.3d 1235, 1245 (10th Cir. 2000) (âTroubled by the disparity of results reached in published value-of- life studies and skeptical of their underlying methodology, the federal courts which have considered expert testimony on hedonic damages in the wake of Daubert have unanimously held quantifications of such damages inadmissible.â). As Abbott points out in its Motion, these studies also appear to measure the value of a life, not the value of the enjoyment of life. This takes Smithâs work even further outside the ambit of the studies he uses, which simply value a human life in general. In addition to failing to satisfy Rule 702âs reliability requirement, Smithâs hedonic damages analysis also fails to satisfy the Ruleâs relevance requirement. Rule 702 requires that expert testimony be relevant, i.e., that âthe expert's scientific, technical, or other specialized knowledge will help the trier of fact to understand the evidence or to determine a fact in issue.â As Abbott points out, Smithâs methodology begins with the value of an average, ânameless, facelessâ personâs life, and not Zarlingâs life in particular. (Doc. 90-1, Ex. E at 10, 17); Ayers v. Robinson, 887 F. Supp. 1049, 1061 (N.D. Ill. 1995) (excluding Smithâs testimony under Daubert). By beginning his analysis in this manner, Smithâs calculation demonstrates a lack of relevance to the juryâs task of evaluating the amount of damages, if any, that Zarling suffered. See Ayers, 887 F. Supp. at 1061 (âThis Court's trial jury will have a very different task: It must value the life of a specific individual ([plaintiff]), the quality of whose life may have been substantially richer or poorer than the statistical mean.â). Beyond the flawed starting point of Smithâs analysis, this Court shares the skepticism of other courts who have questioned the relevancy of using the studies on which Smith relies to the task of calculating damages. See, e.g., Ingersoll-Rand Co., 214 F.3d at 1245; Jenkins, 732 F.3d at 67 (collecting authorities). Finally, as to relevance, Zarling fails to offer any cases in which a party proceeding on a theory of defamation per se has been permitted to provide expert testimony at trial as to a specific pecuniary loss due to diminished value of the enjoyment of life, whether applying Minnesota law or the law of another state. (See Doc. 120 at 1-5.) In support of admitting Smithâs testimony on hedonic damages, Zarling claims that many courts have admitted his testimony in the past. (Id. at 3.) Zarling does not provide any analysis whatsoever for the majority of the cases he cites and for this reason the Court finds this conclusory argument unpersuasive. For the cases that Zarling does elaborate on in some detail, the Court finds them to be distinguishable because they involved claims for wrongful death. See Johnson v. Inland Steel Co., 140 F.R.D 367, 372 (N.D. Ill. 1992); Sherrod v. Berry, 827 F.2d 195 (7th Cir. 1987). In those cases, the courts were, therefore, tasked with evaluating the value of a lost life, which is much closer to the original purpose of the studies on which Smith relies. Id. Because Zarling has failed to satisfy his burden to show that Smithâs testimony regarding hedonic damages is both reliable and relevant, the Court will exercise its discretion to exclude his report and testimony on this topic from trial. 3. Abbottâs Motion to Exclude Smithâs Rebuttal Report and Related Testimony Abbott also moves to exclude Smithâs rebuttal report and related testimony responding to Abbottâs vocational expert, Amy Koellner. In her expert report, Koellner provides an evaluation of Zarlingâs post-Abbott job search. (Doc. 90-1, Ex. M.) Koellner opines that Zarlingâs search for new employment was deficient. (Id., Ex. M at 10.) In his rebuttal report, Smith opines that Koellnerâs analysis was flawed and that âZarling has put forth reasonable efforts to secure employment and mitigate his damages since his termination by Abbott.â (Id., Ex. J. at 2.) Abbott argues that Smith is not qualified to provide this rebuttal opinion and that his rebuttal report is not based on sufficient facts. Rule 702 requires that expert witnesses be qualified to provide opinions based on their âknowledge, skill, experience, training, or education.â Fed. R. Evid. 702; see also Khoury v. Philips Med. Sys., 614 F.3d 888, 893 (8th Cir. 2010). Abbott argues that Smith is not qualified to opine on the reasonableness of Zarlingâs job search because he is an economist, not a vocational expert like Koellner. But Zarling counters that Smith has a background in labor economics, has been analyzing careers for more than three decades, and has worked on many cases involving career assessments. The Court finds that the differences between Koellner and Smithâs backgrounds do not render Smithâs rebuttal report âfundamentally unsupported.â In re Bair Hugger Forced Air Warming Devices Prod. Liab. Litig., 9 F.4th 768, 778 (8th Cir. 2021) (noting that âexcluding an expert's opinion for being fundamentally unsupported is an exception to the general rule that gaps in an expert witness's knowledge go to weight, not admissibilityâ) (cleaned up) (citing Robinson v. GEICO Gen. Ins., 447 F.3d 1096, 1100 (8th Cir. 2006)). The Court will, therefore, not exclude Smithâs rebuttal report on the basis of his qualifications. Further, none of the cases Abbott cites in support of its argument about Smithâs qualifications excluded his testimony on this basis. See Smith v. Auto- Owners Ins. Co., 2017 WL 3188476, at *5 (D.N.M. July 25, 2017); Wood v. Paccar, Inc., 2020 WL4355671, at *12 (N.D. Iowa July 21, 2020); Lisdahl v. Mayo Found. for Med. Educ. & Rsch., 2009 WL 10678170, at *3 (D. Minn. Aug. 12, 2009). The Court also finds that Smithâs rebuttal report is not so devoid of a factual basis as to render it inadmissible. Abbott takes issue with Smithâs failure to independently verify Zarlingâs claims regarding his job search efforts and with apparent contradictions between Zarlingâs deposition testimony and the facts he provided to Smith. As with any deficiencies in Smithâs qualifications, however, Abbott âis free to cast doubt on these presumptions through cross examination and presentation of contrary evidenceâ at trial. Auto-Owners Ins. Co., 2017 WL 3188476, at *1; Daubert, 509 U.S. at 596 (noting that â[v]igorous cross- examination, presentation of contrary evidence, and careful instruction on the burden of proof are the traditional and appropriate meansâ of addressing âshaky but admissible evidence.â). The Court will deny Abbottâs Motion seeking to exclude Smithâs rebuttal testimony addressing Koellnerâs opinions. 4. Abbottâs Motion to Exclude Jennifer Beyâs Rebuttal Report and Testimony Regarding Age Discrimination Finally, Abbott moves to exclude a portion of the report and related testimony of Jennifer Bey, who is a vocational expert Zarling retained. Specifically, Abbott seeks to preclude Bey from testifying that age discrimination may have been an impediment in Zarlingâs attempts to mitigate his damages by finding new employment after Abbott. Abbott argues that Bey is not qualified to provide an opinion regarding age discrimination, that her opinion does not have a reliable basis, and that this testimony is overly prejudicial under Federal Rule of Evidence 403. Bey is a Certified Rehabilitation Counselor and a Certified Vocational Evaluator. (Doc. 90-1, Ex. O at 3.) In relevant part, Bey seeks to testify that Zarlingâs age has put him âat a disadvantage in his attempts to become re- employed,â potentially because of an âundertone of age discrimination, or at the very least a disincentive to hireâ that comes with Zarling being in his late fifties. (Id.) Bey relied on her experience as well as interviews with two consultants familiar with the medical device industry in forming her opinion. (Id.) Abbottâs argument that Bey is improperly attempting to opine on legal standards fails because, as Zarling points out, this argument misconstrues Beyâs proposed testimony. According to Zarling, Bey will simply provide âgeneral observations and knowledge of older workersâ difficulties in finding employment,â because of, among other factors, the prevalence of age discrimination. (Doc. 120 at 9.) Admittedly, testimony regarding âage discriminationâ carries both specific legal meaning and more commonplace meaning. But the cases on which Abbott relies illustrate the difference between providing general observations regarding age discrimination and an expert attempting to usurp the role of the Court by providing legal testimony. See S. Pine Helicopters, Inc. v. Phoenix Aviation Managers, Inc., 320 F.3d 838, 841 (8th Cir. 2003); Portz v. St. Cloud State Univ., 297 F. Supp. 3d 929, 953 (D. Minn. 2018). In Southern Pine Helicopters and Portz, the courts were concerned with experts who testified regarding the meaning of specific FAA regulations and Title IX regulations, not a commonly used phrase like âage discrimination.â Id. Here, there is no indication that Beyâs âgeneral observationâ that age discrimination may have factored into Zarlingâs difficulty in finding a job will cross the line into instructing the jury on the specific legal meaning of this term, as opposed to its more commonplace usage. See In re Levaquin Prod. Liab. Litig., No. MDL 08-1943 JRT, 2010 WL 8399942, at *3 (D. Minn. Nov. 4, 2010) (âWhere courts have excluded such testimony, they have done so when experts have directly opined as to the law, not employed language that parallels legal language.â). Any such risk may be adequately addressed by appropriate instructions from the Court. Id. (âIf the defendants elicit testimony from [the expert] crossing the line into legal opinions, the Court can rule on an appropriate objection at that time and give a curative instruction to the jury if necessary.â). Next, Abbott argues that Beyâs opinion is not supported by a sufficient factual basis. Abbott asserts that Bey lacks familiarity with the San Francisco Bay Areaâs medical device industry and that the two consultants on whom she relied also lacked this industry knowledge. The Court again finds that these arguments are appropriate matters for cross-examination that go to the weight, not the admissibility, of Beyâs opinions. In re Bair Hugger, 9 F.4th at 778. Nor does the Court find that Beyâs comments should be excluded under Rule 403, which allows the Court to exclude relevant evidence if its probative value is âsubstantially outweighedâ by a danger of unfair prejudice. Fed. R. Evid. 403. Abbott argues that allowing Bey to comment on age discrimination could cause the jury to blame Abbott for age discrimination it did not commit and would result in a series of âmini-trialsâ over whether any prospective employer refused Zarling a job because of his age. But Zarling represents that Bey will not testify that âany specific prospective employer did not offer Zarling a job because of his age.â (Doc. 120 at 8.) This representation combined with the fact that the Court is dismissing Zarlingâs age discrimination claims will make the scenarios Abbott suggests unlikely to occur. Accordingly, the Court will deny Abbottâs Daubert Motion as it relates to Beyâs report and related testimony. ORDER Based upon the foregoing reasons and the files, records, and proceedings herein, IT IS HEREBY ORDERED THAT: 1. Defendantâs Motion for Summary Judgment (Doc. 94) is GRANTED IN PART AND DENIED IN PART as follows: a. Summary Judgment is GRANTED as to Plaintiffâs claims of age, marital status, and reprisal discrimination (Counts 1, 2, and 4) and these claims are hereby DISMISSED; b. Summary Judgment is DENIED as to Plaintiffâs breach of contract claim (Count 5); c. Summary judgment is GRANTED as to the portion of Plaintiffâs defamation claim (Count 6) that is based on the call between Provost and Hofstadter but DENIED as to the portion of this claim based on Stewartâs 2019 Performance Assessment of Zarling. 2. Defendantâs Daubert Motion to Exclude Expert Testimony (Doc. 86) is GRANTED IN PART AND DENIED IN PART as follows: a. Defendantâs Motion is GRANTED as to Smithâs report and related testimony concerning hedonic damages; b. Defendantâs Motion is DENIED as to Smithâs rebuttal report and related testimony responding to Koellner; c. Defendantâs Motion is DENIED as to Beyâs report and related testimony. Dated: March 27, 2023 s/Michael J. Davis Michael J. Davis United States District Court
Case Information
- Court
- D. Minnesota
- Decision Date
- March 27, 2023
- Status
- Precedential