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 […]

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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 […]

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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 […]

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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 […]

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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; […]

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