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FAMILY OFFICE
DIGITAL ASSET FORUM
AGENDA and SPEAKERS

To keep this event "paper friendly" we will not be printing the speaker lists. Please use the links below to access the Agenda and Speaker lists. We will post final lists after the event, to reflect any unanticipated additions or changes. We are looking forward to an amazing event! Thank you!

Note: We do apologize for the minor formatting issues on the Speaker List. These will be adjusted when we issue the post-event list, for your records. Thank you!

February 3 - 5, 2025

Location: PRIVATE RESIDENCE, St. Petersburg, Fl (address details will be shared with approved, confirmed attendees)

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Day 1 - Monday, February 3 - Opening Reception 

  • 6:00 PM - 9:00 PM: Opening VIP N40 BBQ Reception - Hosted by Gary Cardone

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Day 2 - Tuesday, February 4 - N40 Digital Asset Summit: Family Office Forum​

  • 8:00 AM - 9:00 AM: Breakfast & Registration

  • 9:00 AM - 9:15 AM: Opening Remarks ​​​

    • Speaker: Gary Cardone, COB at NODE40, Co-Founder at N40 Digital Asset Alliance | CEO at Cardone Digital Ventures

    • Speaker: Jennifer Katrulya, Co-Founder at N40 Digital Asset Alliance | CEO at NODE40​

  • 9:15 AM - 9:45 AM: Opening Keynote

    • Speaker: Gary Cardone, COB at NODE40, Co-Founder at N40 Digital Asset Alliance | CEO at Cardone Digital Ventures

    • Speaker: Anthony Bassili, Head of Asset Allocators at Coinbase​​

  • 9:45 AM - 10:25 AM: Fireside Chat: Crypto Under Trump: MSTR, BTC Backed Lending and Yield 

    • Moderator: Marissa Kim, Head of Asset Management at Abra​

    • Speaker: Bill Barhydt, Founder & CEO of Abra

  • 10:25 AM - 10:40 AM: Morning Break

  • 10:50 AM - 11:15 AM: Fireside Chat: Institutional Embrace of Staking

    • Moderator: Perry Woodin, Co-Founder and CIO at NODE40 | Co-Founder at N40 Digital Asset Alliance
    • ​​Speaker: Hadley Stern, Chief Commercial Officer at Marinade
  • 11:15 AM - 12:00 PM: Panel – Digital Assets in Sports and Entertainment 

    • Moderator: Shawn Springs, CEO at Windpact

    • Speaker: Alysse Soll, CEO Advisory at underdog venture team

    • Speaker: Shirley Hon, Co-Founder at United Women's Sports NIL Agency

    • Speaker: Consuelo Vanderbilt, CEO and Co-Founder at SohoMuse

  • 12:00 PM -12:30 PM: Fireside Chat - The Intersection of Fintech and Media: Shaping the Future of Digital Assets

    • Moderator: Jennifer Katrulya, Co-Founder at N40 Digital Asset Alliance | CEO at NODE40​

    • Speaker: Vince Molinari, Founder & CEO at FINTECH.TV | Co-Founder​ at Avrio

  • 12:30 PM - 1:30 PM: Lunch

  • 1:40 PM - 2:00 PM: Fireside Chat - How Global Intelligence Affects Digital Assets

    • Speaker: Daniel Eborall, Global Director at IREX

  • 2:00 PM - 2:35 PM: Empowering Family Offices: Digital Asset Compliance and Innovation with NODE40

    • Moderator: Gary Cardone, COB at NODE40, Co-Founder at N40 Digital Asset Alliance | CEO at Cardone Digital Ventures​

    • Speaker: Perry Woodin, Co-Founder and CIO at NODE40 | Co-Founder at N40 Digital Asset Alliance

    • Speaker: Sean Ryan, Co-Founder and CTO at NODE40 | Co-Founder at N40 Digital Asset Alliance

  • 2:35 PM - 3:10 PM: Panel – Securing Your Legacy: Estate Planning and Risk Mitigation Strategies for Digital Assets​

    • Moderator: Jeffrey Verdon, Partner at Falcon Rappaport & Berkman, LLP

    • Speaker: Moish Peltz, Partner at Falcon Rappaport & Berkman, LLP

    • Speaker: Kyle Lawrence, Partner at Falcon Rappaport & Berkman, LLP

  • 3:10 PM - 3:30 PM: Afternoon Break

  • 3:30 PM - 4:15 PM: Panel – Digital Assets as VC and PE investments​​

    • Moderator: Heidi Lehmann, Strategic Director at Ligo Partners

    • Speaker: Rajiv Kapoor, Founding Partner at Chai Ventures

    • Speaker: Alexander Ritchie, Principal & General Counsel at Private Capital Investments, LLC​

    • Speaker: John Gillen, Head of Fundamental Analysis and Market Research at TRU Capital

  • 4:15 PM - 4:30 PM: Closing Remarks & Announcements

  • 6:30 PM - 10:00 PM: Blockchain Bash – Hosted at Gary Cardone’s Residence (location details to be provided to confirmed and approved guests)

 

 

Day 3 - Wednesday, February 5 - N40 Digital Asset Summit: Industry Forum

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  • 8:00 AM - 9:00 AM: Breakfast

  • 9:00 AM - 9:15 AM: Opening Remarks

  • 9:15 AM - 10:00 AM: Panel  – Crypto Clarity: Accounting Best Practices for the Digital Asset Era

    • Moderator: Joe Woodard, CEO at Woodard

    • Speaker: Sam Leichman, Blockchain Practice Lead at Propeller Industries

    • Speaker: Javier Caceras, COO and Co-founder at Interim-CFOs

    • Speaker: Ben Taylor, Co-Founder & CEO, SoftLedger

  • 10:00 AM - 10:25 AM: Fireside Chat - Energy Investments in the New Era - Alaska's Extraordinary Resource Potential

    • Speaker: Sparrow Mahoney​, CEO at STaX Capital

  • 10:25 AM - 10:40 AM: Morning Break

  • 10:50 AM - 11:40 AM: Panel  – Tax Implications and Reporting for Digital Asset Investors

    • Moderator: Jennifer Katrulya, Co-Founder at N40 Digital Asset Alliance | CEO at NODE40​
    • Speaker: Rob Massey, Global Tax Leader - Blockchain and Cryptocurrency at Deloitte

    • Speaker: Lorenzo Abbatiello, Owner at Lorenzo Tax

    • Speaker: Norm Hannawa, NODE40​

  • 11:40 AM - 12:30 PM: ARK Invest: Public and Private Digital Asset Investment Trends 

    • Moderator: Gary Cardone, COB at NODE40, Co-Founder at N40 Digital Asset Alliance | CEO at Cardone Digital Ventures

    • Speaker: Chris Pizzo, ARK Digital Asset Innovation Fund

    • Speaker: Lorenzo Valente - Director of Digital Assets at ARK Invest

  • 12:30 PM - 1:30 PM: Lunch

  • 1:30 PM - 2:15 PM - Panel  – The Blockchain Advantage: Building Resilient and Efficient Supply Chains

    • Moderator: Katherine Hill Ritchie, CIO and CEO at Private Capital Investments, LLC | Senior Director, Venture Funds at TEDCO - The State of Maryland's Venture Capital Fund

    • Speaker: Todd Ziegler, CEO at TCS

    • Speaker: Mike Revy, CEO at Bulla Networks

  • 2:15 PM - 2:40 PM: Exclusive Opportunities in Digital Real Estate and Assets

    • Moderator: Kelly Freis, Partner at International Growth Capital | President, Steel Modular, Inc.

    • Speaker: Ed Nwokedi, Founder & CEO at RedSwan CRE

  • 2:45 PM - 3:10 PM - Digital Asset Depositary Receipts 

    • Moderator: Jennifer Katrulya, Co-Founder at N40 Digital Asset Alliance | CEO at NODE40​

    • Speaker: Ishaan Narain, Co-Founder and CPO at Receipts Depositary Corporation (RDC)

    • Speaker: Ankit Mehta, Co-Founder & CEO at Receipts Depositary Corporation (RDC)

  • 3:10 PM - 3:30 PM: Panel Discussion - N40 Digital Alliance - Collaboration and Innovation: Shaping the Future Together

    • Speaker: Jennifer Katrulya

  • 3:30 PM - 4:00 PM: Closing Remarks

    • Speaker: Gary Cardone, COB at NODE40, Co-Founder at N40 Digital Asset Alliance | CEO at Cardone Digital Ventures

    • Speaker: Jennifer Katrulya, Co-Founder at N40 Digital Asset Alliance | CEO at NODE40​

  • 4:00 PM - 7:00 PM - Reception and Networking | 1:1 Meetings | Content Creation - many of you asked that we leave extended time open for networking, demos, Q&A and content creation! This will be a relaxed afternoon designed to meet with other event attendees and form strategic business relationships, provide demonstrations, boost your marketing and content creation efforts and much more! 

    • Networking, 1:1 Meetings and Technology Demos (seating areas will be available inside and outside to allow breakout meeting opportunities)

    • Schedule 1:1 Studio time with Gary Cardone​ (subject to approval and availability - priority given to NODE40 Clients and N40 Digital Asset Alliance Members)

    • Content Creation - take advantage of the beautiful waterfront and poolside locations at Gary's home to create your content for the months ahead! 

    • Poolside BBQ and Refreshments will be Served - hosted by Gary Cardone

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Special thanks to our event emcees: 

  • Gary Cardone, COB at NODE40, Co-Founder at N40 Digital Asset Alliance | CEO at Cardone Digital Ventures

  • Sparrow Mahoney​, CEO at STaX Capital

  • Joe Woodard, CEO at Woodard

©2024 N40 Digital Asset Alliance. All rights reserved. Information on this site is provided for informational purposes only. N40 DAA does not assume liability for external links, services, or partner listings.

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