Event Agenda

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11:00 AM - 11:15 AM

Registration Opens, Welcome & Networking

11:15 AM – 11:30 AM

Opening Remarks

A warm welcome to a day of insights and opportunities on mastering exit strategies in space, tech, energy, and manufacturing by CEO of ITRADE Innovations.

Bianca Diosdado | CEO ITRADE Innovations

11:30 AM - 12:15 PM

Begin With The End In Mind

Tax-Savvy Investments Strategies For Entrepreneurs After an Exit

Speakers: Joe Lynch

12:15 PM - 12:45 PM

Lunch Break

Time to fuel up—lunch is on the way!

12:45 PM - 1:30 PM

Serial Entrepreneurs in Space,

Technology, Energy and Manufacturing (STEM)

Pioneers behind groundbreaking companies in space, technology, energy, and manufacturing share their journeys and strategies for driving Industry 4.0 and achieving successful exits.

Speakers: Michael Kalb, Harold Gubnitsky, Joe Hanna
Moderator: Bianca Diosdado

1:30 PM – 2:15 PM

Unlocking Your Business Potential: Discovering
Its True Value and Mastering Financial Records

Explore the methodologies that influence valuations based on buyer types and deal structures. Empower yourself with tools to assess your company’s worth and discover strategies to enhance its value.

Speakers: Zane Tarence

2:15 PM - 3:00 PM

Cybersecurity & AI Implications on Valuations and Operating Costs

We’ll explore the critical importance of cybersecurity for AI, examining its impact on valuations and the potential risks that could outweigh operational cost savings.

Speakers: John Jaisaree, Walter Rodriguez, Rod Soto

Moderator: Bianca Diosdado

3:00 PM – 3:15 PM

Break

Grab a snack, stretch it out, and power up—final session's around the corner!

3:15 PM - 4:00 PM

Redefining Resilience: Navigating the Intersection

of Economic Strength and ESG Priorities

This compelling session challenges decision-makers to rethink sustainability in today’s business landscape, exploring the critical intersection of economic resilience and ESG priorities.

Speaker: Jose Torres

4:00 PM – 4:45 PM

The Art of the M&A Deal

Explore the latest trends in mergers, acquisitions & private equity with insights from industry experts.

Speakers: Julie Blackmore, Sean Bunner, Athina Filippopoulos, Gretchen Perkins

Moderator: Christine Mills

4:45 PM – 5:00 PM

Closing Remarks

Charting the Future: Key Insights and Bold Opportunities from Today’s Innovations

5:30 PM – 8:00PM

Fine Dining

Lobster Bar & Grille: Where great food meets even better company over delicious drinks, dinner, and unforgettable networking. Let’s close the day with connections and conversations that inspire!

Copyright ©2025, ITRADE Technologies

Disclaimer: The details shared in this event are for informative purposes only. Raymond James is not affiliated with any of the organizations mentioned. Any reference to these organizations does not imply any affiliation.