[…]
Justin Dye
Conference: Investor Intelligence Symposium
Tom Pollard
Henry Owsley
Mitzi Hollenbeck
Closing Remarks
Capital Connection Networking Break
Proceed with Caution: A Candid View of the Canadian Market
Over the past year, the Canadian market has been a rollercoaster of ups and downs–despite some companies’ promises and transitions of executives. This is enough to make an investor balk at the cannabis industry overall. This session will give the realistic, sober view of the Canadian cannabis industry. In this session, you will: Learn how […]
Read More… from Proceed with Caution: A Candid View of the Canadian Market
Korey Bauer
Hemp Investing: Getting In on the Ground Floor
With the 2018 Farm Bill, hemp is the only federally legal form of cannabis in the United States leading to open opportunities today that marijuana firms can only dream of. This session will provide insight on: Long-term investment opportunities beyond CBD. Key challenges not addressed by legalization. Next steps for hemp investors. […]
Read More… from Hemp Investing: Getting In on the Ground Floor
Lessons Learned from Canada: Formulating Your International Thesis
The green wave isn’t isolated to the United States, but investment opportunities around the globe vary greatly. This session will provide insight on: The state of cannabis investment opportunities in North America. How international firms – particularly in Canada – may impact your mainstream investment portfolio. Whether potential exists today for the European market. […]
Read More… from Lessons Learned from Canada: Formulating Your International Thesis
Know the Nuances: Share Structure to Leasebacks and the Taxes Between
While cannabis businesses are adopting a more mature approach to operations, the industry itself has many key nuances that may hinder successful investments. This session will provide insight on: How cannabis ownership structures can divert upside away from common equity. The business and investment implications of tax regulations such as 280E. Where adjacent opportunities exist. […]
Read More… from Know the Nuances: Share Structure to Leasebacks and the Taxes Between
Banker’s Perspective: Investor Demand and Capital Raising Trends
Bull vs Bear: Perspectives on the Industry
The nascent marijuana industry has its share of cheerleaders and naysayers. This session will examine both angles with two seasoned investors discussing the future of the cannabis market. This session will provide insight on: What to look for when assessing cannabis investing opportunities. What the market’s enthusiasm gets right and wrong. What could change the […]
Subsector Deep Dive: How Cannabis Affects the Mainstream Portfolio
Even if you’re not currently investing in cannabis, it’s likely that the industry is already affecting other companies in your portfolio. This session will provide insight on: Why some mainstream companies are already looking to cannabis for growth. Adjacent industries serving the cannabis industry – and how this may affect your portfolio. Key subsectors of […]
Read More… from Subsector Deep Dive: How Cannabis Affects the Mainstream Portfolio
State of the Industry and 2020 Trends
Cannabis businesses – once upstarts with their own rules – are now being forced to show a path to profit. This session will provide insight on: The shift in investor sentiment about the cannabis industry. How investments in the U.S. and Canada compare – and where to find the best opportunities. The progress cannabis companies […]
Breakfast
Mike Regan
With over 20 years’ long/short investing experience in consumer & industrial sectors at hedge funds Roubaix Capital and Hawkshaw Capital, Mike focuses on business models and earnings power across the cycle, management and ownership incentives, and coherence of the company’s narrative. He began his career covering the cable and satellite sectors at DLJ, Credit Suisse […]
Craig Behnke
Craig has worked in the investment industry since 1993. Most recently he was a portfolio manager at USAA Asset Management where he ran two large cap growth funds with assets totaling $3.5 billion. Prior to that, he was a partner at Maple Capital Management, a registered investment advisory firm in Montpelier, Vermont. He also worked […]
Brent Williams
Deepak Anand
Deepak is recognized as a thought leader in the global cannabis space. He currently serves as the co-founder & CEO of Materia Ventures, a European-focused supply and distribution company for medical cannabis and CBD products. He previously served as vice president of business development and government relations at Cannabis Compliance, a Canadian marijuana consulting firm; […]