FAMILY OFFICE
DIGITAL ASSET FORUM
AGENDA
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
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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​
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8:00 AM - 9:00 AM: Breakfast & Registration
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9:00 AM - 9:15 AM: Opening Remarks ​​​
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Gary Cardone, COB at NODE40, Co-Founder at N40 Digital Asset Alliance | CEO at Cardone Digital Ventures
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Jennifer Katrulya, Co-Founder at N40 Digital Asset Alliance | CEO at NODE40​
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9:15 AM - 9:45 AM: Opening Keynote
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Gary Cardone, COB at NODE40, Co-Founder at N40 Digital Asset Alliance | CEO at Cardone Digital Ventures
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Anthony Bassili, Head of Asset Allocators at Coinbase​​
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9:45 AM - 10:25 AM: Fireside Chat: Crypto Under Trump: MSTR, BTC Backed Lending and Yield
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Moderator: Marissa Kim, Head of Asset Management at Abra​
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Speaker: Bill Barhydt, Founder & CEO of Abra
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10:25 AM - 10:40 AM: Morning Break
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10:50 AM - 11:15 AM: Fireside Chat: The Power of Decentralization: Driving Blockchain Growth
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Speaker: Hadley Stern, Chief Commercial Officer at Marinade
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11:15 AM - 12:00 PM: Panel – Digital Assets in Sports and Entertainment
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Moderator: Shawn Springs, CEO at Windpact
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Speaker: Alysse Soll, CEO Advisory at underdog venture team
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Speaker: Shirley Hon, Co-Founder at United Women's Sports NIL Agency
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Speaker: Consuelo Vanderbilt, CEO and Co-Founder at SohoMuse
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12:00 PM -12:30 PM: Fireside Chat - The Intersection of Fintech and Media: Shaping the Future of Digital Assets
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Moderator: Jennifer Katrulya, Co-Founder at N40 Digital Asset Alliance | CEO at NODE40​
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Speaker: Vince Molinari, Founder & CEO at FINTECH.TV | Founder​
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12:30 PM - 1:30 PM: Lunch
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1:40 PM - 2:00 PM: Fireside Chat - How Global Intelligence Affects Digital Assets
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Speaker - Daniel Eborall, Global Director at IREX
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2:00 PM - 2:35 PM: Empowering Family Offices: Digital Asset Compliance and Innovation with NODE40
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Moderator - Gary Cardone, COB at NODE40, Co-Founder at N40 Digital Asset Alliance | CEO at Cardone Digital Ventures​
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Speaker: Perry Woodin, Co-Founder and CIO at NODE40 | Co-Founder at N40 Digital Asset Alliance
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Speaker: Sean Ryan, Co-Founder and CTO at NODE40 | Co-Founder at N40 Digital Asset Alliance
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2:35 PM - 3:10 PM: Panel – Securing Your Legacy: Estate Planning Strategies for Digital Assets​
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Speaker: Jeffrey Verdon, Partner at Falcon Rappaport & Berkman, LLP
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Speaker: Moish Peltz, Partner at Falcon Rappaport & Berkman, LLP
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Speaker: Kyle Lawrence, Partner at Falcon Rappaport & Berkman, LLP
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3:10 PM - 3:30 PM: Afternoon Break
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3:30 PM - 4:10 PM: Panel – Digital Assets as VC and PE investments​​
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Moderator: Heidi Lehmann, Strategic Director at Ligo Partners
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Speaker: Alexander Ritchie, Principal & General Counsel at Private Capital Investments, LLC​
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Speaker: Derek Colla, Partner at Cooley
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Speaker: John Gillen, Head of Fundamental Analysis and Market Research at TRU Capital
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4:00 PM - 4:30 PM: Automated Trading Solutions for Digital Assets
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Speaker - Andrew Parish, Co-Founder at Arch Public, Inc.
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Speaker: Tillman Holloway, Co-Founder at Arch Public, Inc.
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4:30 PM - 5:00 PM: Closing Remarks & Announcements
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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
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9:00 AM - 9:15 AM: Opening Remarks
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9:15 AM - 10:00 AM: Panel 1 – Crypto Clarity: Accounting Best Practices for the Digital Asset Era​
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Speaker: Sam Leichman, Blockchain Practice Lead at Propeller Industries
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Speaker: Javier Caceras, COO and Co-founder at Interim-CFOs
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Speaker: TBA soon!
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Speaker: TBA soon!
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10:00 AM - 10:25 AM: Fireside Chat - Energy Investments in the New Era - Alaska's Extraordinary Resource Potential
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Speaker - Sparrow Mahoney​
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10:25 AM - 10:40 AM: Morning Break
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10:50 AM - 11:40 AM: Panel 2 – Tax Implications and Reporting for Digital Asset Investors
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Speaker: Norm Hannawa, NODE40​
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Speaker: Rob Massey, Global Tax Leader - Blockchain and Cryptocurrency at Deloitte
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Speaker: Lorenzo Abbatiello, Owner at Lorenzo Tax
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Speaker: TBA soon!
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11:40 AM - 12:30 PM: Panel 3 – Tech and Innovation in Digital Assets ​- Spotlight Presentations
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Speaker: Todd Zeigler, CEO at TCS
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Speaker: Mike Revy, CEO at Bulla Networks
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Speaker: Sean Ryan, Co-Founder and CTO at NODE40
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12:30 PM - 1:30 PM: Lunch
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1:30 PM - 2:00 PM: Exclusive Opportunities in Digital Real Estate and Assets
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Speaker: Ed Nwokedi, Founder & CEO at RedSwan CRE
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2:00 PM - 2:30 PM - Bitcoin Depositary Receipts for Qualified Institutional Buyers
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Speaker: Ankit Mehta, Co-Founder & CEO at Receipts Depository Corporation (RDC)​
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2:30 PM - 3:30 PM: Panel Discussion - Collaboration and Innovation: Shaping the Future Together
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3:30 PM - 4:00 PM: Closing Remarks
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4:00 PM - 10:00 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!
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Networking, 1:1 Meetings and Technology Demos (seating areas will be available inside and outside to allow breakout meeting opportunities)
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Schedule 1:1 Studio time with Gary Cardone​ (subject to approval and availability - priority given to NODE40 Clients and N40 Digital Asset Alliance Members)
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Content Creation - take advantage of the beautiful waterfront and poolside locations at Gary's home to create your content for the months ahead!
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Poolside BBQ and Refreshments will be Served - hosted by Gary Cardone
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