FOX Member Summit: Blockchain and Digital Assets - January 27, 2022

Overview

Thursday, January 27, 2022 - 10:00am to 4:30pm

All times listed are in U.S. Eastern time.

VIEW VIDEO REPLAYS

One of the hallmarks of the FOX value proposition over the last 30 years has been helping members “see around corners” and ensure they are prepared for what the future may bring. In that spirit, FOX is pleased to bring members an inaugural 1-day event to gather and share insights around Blockchain Technology and Digital Assets.

The past 12 months have seen extraordinary growth in the adoption of Digital Assets coupled with an optimism many have compared to the early days of the internet. However, numerous questions remain for family offices seeking to become further educated about what role this technology may have in the future. Join your FOX peers for this premiere event to discuss the exciting potential of Blockchain Technology and Digital Assets as well as the risks to be aware of.

Attendees Will...

  • Hear exclusive insights from two of the industry’s most prominent investors: Michael Saylor, CEO of MicroStrategy (NASDAQ: MSTR), and Michael Novogratz, CEO and Founder of Galaxy Digital (TSE: GLXY) 
  • Receive a “need-to-know” briefing on the Blockchain and Digital Asset landscape
  • Better understand the regulatory environment surrounding the asset class
  • Learn from peers who have experience investing in the space 
  • Gain insight from the industry’s most experienced entrepreneurs and investors in the space as they share thoughts on future applications of the technology

Who Should Attend

FOX members (both family members and family office staff) who are curious about the space and searching for a group to call upon. Active Chief Investment Officers and Rising Gen family members who are interested in the topic are encouraged to attend.

The FOX Blockchain Summit is a member-only event, included with membership. There is no cost to attend. If you are not a FOX member and are interested in the summit, please reach out to info@familyoffice.com

Access Instructions

Virtual access instructions and link for the event will be emailed to registrants on 1/26/22.

Location

Virtual Event  --
United States
  • Agenda
  • Speakers
  • FAQs

Thursday, January 27

All times listed are in U.S. Eastern time.
   
10:00 am

Introduction and Opening Remarks

Nathan Hamilton, FOX Advisory Board Member

   
10:30 am

Introduction to The Blockchain and Digital Asset Landscape

This session will provide an overview of the Blockchain and Digital Asset industry as well as the evolution of the space and how it got to where it is today. Key challenges related to the future growth of the industry will also be shared.

Bill Barhydt, CEO, Abra

Bill Barhydt was born in New York City, and currently residing near San Francisco. He is a serial entrepreneur and pioneer in Internet and media technologies for 30 years. 

Bill is the founder and CEO of Abra. Forbes describes Abra as "the Robinhood of Crypto!” Abra enables myriad crypto banking services for consumers and institutions including trading, high yield interest accounts, borrowing and lending.  Abra has customers in over 100 countries.

As a recognized expert in Internet and Mobile technologies Barhydt has presented at over 100 conferences including The World Economic Forum, The US State Department, The Mobile World Congress and TED where he gave the first ever TED Talk on Bitcoin in 2012.

Bill started his career working in R&D at the CIA and NASA. Bill also spent several years working at Goldman Sachs in Fixed Income Trading. As one of the early team members of Netscape, Bill was involved in building some of the core infrastructure that helped grow the consumer Internet we all use today.  Today Bill is globally recognized as a technology pioneer and as an avid investor in companies across the broader technology ecosystem.

   
11:25 am Break
   
11:40 am

Digital Assets Role in Portfolio Management: Innovation & Regulation

This conversation will center around all things Digital Assets including, but not limited to, the current and future applications of stablecoins and how they are regulated, crypto credit lending, and what risks to look out for.

Patrick Corker, Vice President Finance, Treasury and Corporate Development, Circle
Moderated by Nick Rhoads, FOX Advisory Board Member

Patrick Corker is VP of Finance, Treasury and Corporate Development at Circle, a world leading crypto finance company. Prior to joining Circle in May of 2018, Patrick was an Executive leading Financial Operations at crypto derivatives platform LedgerX and was previously Vice President in the Finance Division at Goldman Sachs supporting the Securities business. Circle was founded in 2013 on the belief that public blockchains and crypto-assets would replace the world’s closed, proprietary financial systems, allowing everyone everywhere to participate in an economy that is fairer, more inclusive, and more accessible.

Circle is the most regulated crypto company in the world, with an E-Money Issuer License to operate in the European Economic Area, Money Transmitter Licenses in 48 US states, and the first BitLicense to be awarded by the New York Department of Financial Services.  Circle also operates and is licensed as Broker-Dealer and Alternative Trading System by FINRA, and has received a comprehensive Digital Assets Business License in Bermuda for its international operations.

   
12:30 pm  Break
   
12:40 pm

Peer Perspectives: FOX Members Investing in Blockchain and Digital Assets

FOX Members currently investing in Blockchain and Digital Assets will share insights gathered from their experience as well as best practices discovered for research, due diligence, and investing.

Moderated by Jonathan Tunner, Director, Private Investment Opportunities, FOX

   
1:30 pm Lunch Break
   
2:00 pm

Fireside Chat with Michael Saylor

Michael Saylor, Chairman and CEO of MicroStrategy and the largest public company investor in Bitcoin, will share his experiences and approach to adding Bitcoin to his company’s balance sheet. He will also share his insight on Bitcoin energy usage, safety, and the current regulatory framework.

Michael Saylor, Chairman and CEO, MicroStrategy
Moderated by Nathan Hamilton, FOX Advisory Board Member

Michael Saylor is a technologist, entrepreneur, business executive, philanthropist, and best-selling author. He currently serves as Chairman of the Board of Directors and Chief Executive Officer of MicroStrategy, Inc. (MSTR). Since co-founding the company at the age of 24, Mr. Saylor has built MicroStrategy into a global leader in business intelligence, mobile software, and cloud-based services. In 2012, he authored The Mobile Wave: How Mobile Intelligence Will Change Everything, which earned a spot on The New York Times Best Sellers list. Mr. Saylor attended the Massachusetts Institute of Technology, receiving an S.B. in Aeronautics and Astronautics and an S.B. in Science, Technology, and Society.

   
3:15 pm Break
   
3:30 pm

A New World: Future Applications of Blockchain with Michael Novogratz, Founder and CEO of Galaxy Digital

Michael Novogratz will share his journey of founding one of the largest investment firms in the Digital Asset space and his thoughts on emerging technology applications such as Decentralized Finance (DeFi), Non-Fungible Tokens (NFTs), and the Metaverse.

Michael Novogratz, Founder and CEO, Galaxy Digital
Moderated by Nathan Hamilton, FOX Advisory Board Member

Michael Novogratz is the Founder and CEO of Galaxy Digital. He was formerly a Partner and President of Fortress Investment Group LLC. Prior to Fortress, Mr. Novogratz spent 11 years at Goldman Sachs, where he was elected partner in 1998. Mr. Novogratz served on the New York Federal Reserve’s Investment Advisory Committee on Financial Markets from 2012-2015. Mr. Novogratz serves as the Chairman of the Bail Project and has made criminal justice reform a focus of his family’s foundation. He also serves as the Chairman of Hudson River Park Friends, and sits on the boards of NYU Langone Medical Center, the Princeton Varsity Club, Jazz Foundation of America, and Artists for Peace and Justice. Mr. Novogratz received an AB in Economics from Princeton University, and served as a helicopter pilot in the US Army.

   
4:30 pm

Closing Remarks

Nathan Hamilton, FOX Advisory Board Member

   
   

 

This program does not offer CPE credit.

 

 

 

Presenters

Bill Barhydt
Founder and CEO, Abra

Bill Barhydt was born in New York City, and currently residing near San Francisco. He is a serial entrepreneur and pioneer in Internet and media technologies for 30 years. 

Bill is the founder and CEO of Abra. Forbes describes Abra as "the Robinhood of Crypto!” Abra enables myriad crypto banking services for consumers and institutions including trading, high yield interest accounts, borrowing and lending.  Abra has customers in over 100 countries.

As a recognized expert in Internet and Mobile technologies Barhydt has presented at over 100 conferences including The World Economic Forum, The US State Department, The Mobile World Congress and TED where he gave the first ever TED Talk on Bitcoin in 2012.

Bill started his career working in R&D at the CIA and NASA. Bill also spent several years working at Goldman Sachs in Fixed Income Trading. As one of the early team members of Netscape, Bill was involved in building some of the core infrastructure that helped grow the consumer Internet we all use today.  Today Bill is globally recognized as a technology pioneer and as an avid investor in companies across the broader technology ecosystem.
 

Patrick Corker
VP of Finance, Treasury, and Corporate Development, Circle

Patrick Corker is VP of Finance, Treasury and Corporate Development at Circle, a world leading crypto finance company. Prior to joining Circle in May of 2018, Patrick was an Executive leading Financial Operations at crypto derivatives platform LedgerX and was previously Vice President in the Finance Division at Goldman Sachs supporting the Securities business. Circle was founded in 2013 on the belief that public blockchains and crypto-assets would replace the world’s closed, proprietary financial systems, allowing everyone everywhere to participate in an economy that is fairer, more inclusive, and more accessible.

Circle is the most regulated crypto company in the world, with an E-Money Issuer License to operate in the European Economic Area, Money Transmitter Licenses in 48 US states, and the first BitLicense to be awarded by the New York Department of Financial Services.  Circle also operates and is licensed as Broker-Dealer and Alternative Trading System by FINRA, and has received a comprehensive Digital Assets Business License in Bermuda for its international operations.
 

Michael Saylor
Chairman of the Board of Directors and Chief Executive Officer of MicroStrategy, Inc. (MSTR)

Michael Saylor is a technologist, entrepreneur, business executive, philanthropist, and best-selling author. He currently serves as Chairman of the Board of Directors and Chief Executive Officer of MicroStrategy, Inc. (MSTR). Since co-founding the company at the age of 24, Mr. Saylor has built MicroStrategy into a global leader in business intelligence, mobile software, and cloud-based services. In 2012, he authored The Mobile Wave: How Mobile Intelligence Will Change Everything, which earned a spot on The New York Times Best Sellers list. Mr. Saylor attended the Massachusetts Institute of Technology, receiving an S.B. in Aeronautics and Astronautics and an S.B. in Science, Technology, and Society.
 

Michael Novogratz
Founder and CEO, Galaxy Digital

Michael Novogratz is the Founder and CEO of Galaxy Digital. He was formerly a Partner and President of Fortress Investment Group LLC. Prior to Fortress, Mr. Novogratz spent 11 years at Goldman Sachs, where he was elected partner in 1998. Mr. Novogratz served on the New York Federal Reserve’s Investment Advisory Committee on Financial Markets from 2012-2015. Mr. Novogratz serves as the Chairman of the Bail Project and has made criminal justice reform a focus of his family’s foundation. He also serves as the Chairman of Hudson River Park Friends, and sits on the boards of NYU Langone Medical Center, the Princeton Varsity Club, Jazz Foundation of America, and Artists for Peace and Justice. Mr. Novogratz received an AB in Economics from Princeton University, and served as a helicopter pilot in the US Army.
 

FOX Presenters

Nate Hamilton
FOX Advisory Board Member

Nate Hamilton, CFA, is currently Co-Founder and Managing Partner of Heritage Partners Group, a private equity investment and operations platform focused on the acquisition and roll-up of consumer retail and information services businesses. Nate has significant experience in partnering with and investing alongside private family capital and family-owned businesses. Prior to founding Heritage, he worked in investment banking, sales and trading and private equity across several institutions including Goldman Sachs, UBS and as a co-founder of FDX Capital, a direct-investment platform built for FOX family offices. Nate currently sits on the Advisory Board of Family Office Exchange and is a consultant to the Direct Investment Network. He earned his Bachelor’s degree in Economics from Vanderbilt and an M.B.A. from the University of Chicago Booth School of Business.

 

Nick Rhoads
FOX Advisory Board Member

Nick is the Co-Founder and Managing Partner of Heritage Partners Group, a private equity investment and operations platform focused on the acquisition and development of consumer retail and information services businesses. Prior to founding Heritage, Nick worked in investment banking at Goldman Sachs and in wealth management at Fidelity Investments, where he was consistently recognized as a top producer firm-wide and served on several key leadership committees.

 

Jonathan S. Tunner
Director, Private Investment Opportunities

Jonathan Tunner is the Director of Private Investment Opportunities at Family Office Exchange (FOX). Jonathan serves as a relationship manager and thought leader helping to develop and execute strategies designed to meet the needs of families across all markets active in direct investing. In his role, Jonathan builds and supports the strategic network of families who desire to share their industry expertise and to collaborate with others to acquire interests in companies and/or real estate. In addition, he oversees the Direct Investing Network (DIN), is a member of the FOX leadership team, and is the Co-Chair of the Owner/Operator Council. 

Jonathan brings over twenty-five years of broad business, direct investment, and family office experience to FOX and its members. Jonathan started his career in the international coal industry working in the US, Latin America and Europe for Massey Energy. Jonathan transitioned to oversee daily management of a complex, inter-generational family office. As CFO, Jonathan had senior financial, wealth, and management responsibilities with particular emphasis on sourcing, structuring, funding, overseeing and exiting privately held businesses and real estate interests across a spectrum of sizes and industries. Jonathan also held extensive operational and executive duties within portfolio companies including CEO, CFO and COO, while also serving on numerous boards. Most recently, Jonathan was CEO of Constellation Partners; a business performance consultancy providing strategy, leadership and business intelligence related services to drive enterprise value in lower and middle market businesses.  

Jonathan earned a B.A. from Hampden-Sydney College majoring in Spanish and minoring in Economics and History, and an M.B.A. majoring in Finance from the University of Richmond.

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Where is the event and how do I access it?

The event is taking place virtually and can be accessed via our virtual portal. Information on accessing the portal will be emailed to you directly. For access assistance please email events@familyoffice.com. You must be registered to access the event.

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Zoom facilitates video streaming.
Zoom polling will be used for in-session polling.

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