Agenda
Monday, April 6, 2020
DateEvent
8:00am-9:00am
    Breakfast
9:00am-9:45am
  • 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 have made in meeting the new expectations of investors. 

     

    More info

9:50am-10:30am
  • 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 participants’ positions on the industry. 

    More info

10:30am-11:00am
11:00am-11:30am
11:30am-12:00pm
  • 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.  

    More info

12:00pm-1:00pm
    Lunch
1:00pm-1:45pm
  • 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.  

    More info

1:50pm-2:40pm
  • 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.

    More info

2:40pm-3:10pm
3:10pm-3:50pm
  • Proceed with Caution: A Candid View of the Canadian Market

    More info

4:00pm-4:55pm
  • 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 the marijuana industry and how to identify the best opportunities.

    More info

4:55pm-5:00pm
5:00pm-6:30pm