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Investor Insight: Blockchain Industry & Opportunities Briefing for Family Office | Private Wealth - October 15, 2019 - San Francisco, CA
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Investor Insight:

Blockchain Industry & Opportunities Briefing for

Family Office | Private Wealth




October 15, 2019

5:30 PM to 8:00 PM PT



Venue location: EisnerAmper




EisnerAmper, One California, Suite 1700,

San Francisco, CA 94111



Kranz and Associates
Andra Capital
Token Daily
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Experience curated expert content, high-level networking and a wine and cheese pairing by a sommelier

Event Details

What is the future and purpose of blockchain technology, from Satoshi’s vision to its current state? We will discuss the following topics at our event:

⦿ Should family offices/HNWI consider asset-backed securities vs cryptocurrencies?

⦿ What are the investable segments of the blockchain?

⦿ How do the regulators, lawmakers and tax authorities view and approach this space?

⦿ What’s coming ahead and what are the opportunities?


These questions and others will be addressed by industry leading experts from: technology experts, tax fund structuring, investors from funds, to an STO (security token offering.)

Featuring two panels of blockchain experts and investors.

Event cheese and wine pairing curated by sommelier and b2b tech expert: Brit Campbell (creator of Brit’s Wine app).

Our San Francisco event is part of the series of blockchain events which will continue in New York in November.

Check below the detailed agenda.




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5:30 PM Welcome Networking, Wine & Cheese Tasting
6:15 PM Welcome from our Hosts
6:20 PM Panel on Infrastructure: “Building the Next Generation of Finance” Imran Khan - General Partner at Token Daily
  Panel moderated by Imran Khan, General Partner, Token Daily
  Dara Albright, Digital Transformation Advisor at EisnerAmper
  Joshua Deems, Business Development, Digital Assets at Fidelity Investments
  Tyle-Perry Smith, Venture Fund and Crypto Fund Senior Accountant at Kranz & Associates
  Daniel Chatelain, Founder and CEO of PayKademy
7:00 PM Panel of Investors: “Could Asset-Backed Tokens Unlock New Investment Strategies?"
  Panel moderated by Nicole DeMeo, Partner at Andra Capital
  Brett Noyes, Founder and Managing Director at UnVentures
  Tricia Lin, Institutional Sales at Anchorage
  Dave Bean, Institutional Sales at Coinbase
7:30 PM Networking
8:00 PM End of Session


Nicole DeMeo

Partner/Chief Marketing Officer Andra Capital

Nicole DeMeo is an accomplished business launch, growth, scaling and turnaround expert. As a Partner with the Andra Funds, CMO (Chief Marketing Officer), go-to-market strategist, and advisor Nicole works closely with executive teams and boards to guide strategy and growth. A Silicon Valley veteran and global citizen leading teams across the world, she has developed strategies and guided companies and funds through multiple phases of their lifecycles for over 20 years.

She has provided business strategy, fundraising expertise, brand positioning, messaging, go-to-market strategies and marketing for Fortune 500 companies including Apple, HP and Accenture and has expanded on those roles for many high visibility start-ups and Venture Capital funds (Earlybird Venture Capital, BCW Accelerator, How Women Invest.)

Her participation in over 50 company launches – including four of her own – created significantly increased valuations, acquisitions and IPOs. Nicole has served as brand ambassador and marketing strategist for industry leaders such as Steve Jobs, Eric Schmidt and Carly Fiorina (with great stories from those days.)

Fueled by her desires to give back, she has also worked with some major foundations including The September 11th Fund, New York Community Trust, American Red Cross, and currently How Women Lead.

She is based in the San Francisco Bay Area and in all her spare time she delights in making wine and helping people celebrate life as the owner of Media Luna Vineyards.
Nicole DeMeo

Imran Khan

General Partner at Token Daily

Imran is General Partner at Token Daily Capital, a research and community focused crypto fund manager. Prior to Token Daily Capital, Imran co-founded and sold a startup focused on sales and growth for other technology companies. Afterwards, he was a technology executive and an active angel investor. Imran was most recently Business Development Manager at Microsoft, who helped lead and diligence crypto projects at Microsoft. He was a Partner at zk Capital and led investments into Polkadot, Nervos, Dharma, and BloXroute. Imran has a BS in Business from Northwestern University.



Dara Albright

Digital Transformation Advisor at EisnerAmper

Dara Albright is a recognized thought provoker and frequent speaker on topics including blockchain, fintech, digital finance, crypto finance, peer finance & crowd finance. Her leading-edge articles and research papers that have helped shape and continue to set the direction of modern finance can be found on BanklessTimes,, Crowdfund Insider, Crowdfund Beat, Seeking Alpha,, FinTek News, FINalternatives, Real Assets Adviser, CNBC and Business Insider. Albright has been featured in a number of publications including the NY Times, Forbes, Huffington Post, ABA Banking Journal, and Private Wealth Magazine. Albright possesses a distinguished 27-year career in financial services encompassing IPO execution, investment banking, trading, corporate communications, financial conference production as well as institutional and retail sales. She presently advises and serves on the boards of multiple fintech companies including Worthy Financial, a digital investment app that redefines how Americans access alternative investment products; and FinTek Capital, an investment firm that provides customized risk-mitigated strategies for digital currencies. Albright serves as an advisor to EisnerAmper LLP, one of the largest accounting, audit, tax, advisory and consulting firms in the U.S. serving sophisticated financial institutions and start-ups; high net worth individuals and family offices; global public firms and middle-market companies; and entrepreneurial ventures across a variety of industries.

Dara Albright

Joshua Deems

Business Development, Digital Assets at Fidelity Investments

Josh Deems co-leads business development for Fidelity Digital Assets, a division of Fidelity Investments focused on deploying institutional-grade infrastructure for an emerging asset class. Prior to joining Fidelity, he led coverage of both public and private applications of blockchain and cryptocurrencies within State Street’s Emerging Technologies Center. Prior to State Street, Josh spent six years as a management consultant in the asset management sector. Josh holds a B.B.A. from the George Washington University.

Joshua Deems

Dave Bean

Institutional Sales at Coinbase

Head of sales with experience in genomics along with healthcare, automotive, and cryptocurrency SaaS. Rep of the year for two years with 5 years of building and managing sales teams both as a player/coach and full-time manager. First sales hire for two companies with $100m+ exits (Counsyl and /p>

Dave Bean

Tyler-Perry Smith

Venture Fund and Crypto Fund Senior Accountant at Kranz & Associates

Tyler Perry-Smith brings a depth of experience and knowledge gained by personal and professional experience in blockchain, crypto, private equity, venture capital and hedge fund businesses. Currently serving as a Senior Accountant at Kranz & Associates, Tyler handles a wide variety of venture capital and angel clients, most notably cryptocurrency and blockchain focused funds. Taking an interest in blockchain technologies in 2011, Tyler tracked the growth and began personally investing. After finding success in the crypto markets, Tyler took a year off of work in 2017 to pursue trading full time and participate in the industry advising ICO’s. Returning to work in 2018, Tyler sought to be more involved as an accountant in the blockchain space. He currently helps lead crypto-centric initiatives, and is helping to build out a robust blockchain practice at Kranz & Associates. Prior to Kranz, Tyler worked in Private Equity at Savitr Capital, and began his accounting career working on hedge funds at State Street Bank. Tyler earned his B.A. in Accounting from Sonoma State University and completed a Master’s of Science in Accounting at Saint Mary’s College.

Tyler Perry Smith

Daniel Chatelain

Managing Director at The BayPay Forum

Daniel Chatelain is a Payment and Fintech industry executive focused on innovation and sitting on the board of directors or advisors of emerging companies. He started The BayPay Forum to help foster innovation in payment and commerce. He is the CEO of PayKademy: Payments are difficult, Learning them shouldn’t be.

PayKademy is the new school to learn Payments. Payments are more and more an integral part of a business and few people understand the competitive advantage that you get when you understand the complete ecosystem, how it works and its pricing models PayKademy provides courses in-person, on-site and online with a careful selection of instructors, experts in the industry and a particular attention to keep the students engaged with their instructors being face to face or online as well.

The BayPay Forum is a member-based organization that gathers today over 15,000 executives from thousands of companies and that organizes events for its members to understand the new trends in innovation in payments and commerce in the San Francisco Bay Area, Los Angeles, Atlanta, Toronto, New York, Paris, London, and Luxembourg.

Prior to that, Daniel was CEO, President & COO of companies he started as an entrepreneur or within the Lagardere (Elle, Woman’s Day, Car & Driver, Hachette, Canal Satellite) and EADS group (Airbus, Ariane, Eurocopter) and Vice President of a VC backed companies giving him a wide experience of growing companies domestically and internationally in the banking, telecom and interactive media industries as an entrepreneur, corporate or VC backed senior executive. Daniel is a Mentor at 500 Startups, Plug&Play, and French Tech.

daniel chatelain

Brett Noyes

Founder and Managing Director at UnVentures

Brett Noyes is the founder and managing director of UnVentures. UnVentures operates a series of FinTech and Blockchain focused incubation programs in Silicon Valley. Prior to starting UnVentures, Noyes built startup incubator programs for famous Angel investor, Jason Calacanis, and world-famous VC Tim Draper. Through this work, the companies he has worked with have raised over five hundred million dollars. This money was raised through angels, venture capitalists, and global fundraising platforms.

brett noyce

Tricia Lin

Institutional Sales at Anchorage

Tricia is in Institutional Sales at Anchorage, an institutional digital asset custodian. Prior to this, she was at several hedge funds (equity and digital asset) both as a Research Analyst and in capital raising, Morgan Stanley Private Wealth, and Bloomberg. She has a BA from Rutgers Business School and an MBA from INSEAD.

Tricia Lin






Location EisnerAmper, One California, Suite 1700, San Francisco, CA 94111

Additional Information about this event:

Tuesday 15 October 2019, 05:30pm - 08:00pm
Official Event Website: more info
Number of expected attendees: Not defined
This event has an exhibit: Not defined
YouTube Video for this event:
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