Agenda
Monday, April 6, 2020
8:00 a.m. – 9:00 a.m. Breakfast
9:00 a.m. – 9:05 a.m. Welcome and Intro
9:05 a.m. – 9:45 a.m. State of the Industry and 2020 Trends
9:50 a.m. – 10:45 a.m. Bull vs. Bear: Perspectives on the Industry
10:45 a.m. – 11:15 a.m. Break
11:15 a.m. – 12:00 a.m. From the Outside Looking In: A Mainstream View of Cannabis
12:00 a.m. – 1:00 p.m. Lunch
1:00 p.m. – 1:45 p.m. Know the Nuances: Share Structures, Taxes, and Leasebacks
1:50 p.m. – 2:30 p.m. Lessons Learned from Canada: Formulating Your International Thesis
2:30 p.m. – 3:00 p.m. Break
3:00 p.m. – 3:50 p.m. Hemp Investing: Getting In on the Ground Floor
4:00 p.m. – 4:50 p.m. Subsector Deep Dive: How Cannabis Affects the Mainstream Portfolio
4:50 p.m. – 4:55 p.m. Closing Remarks
5:00 p.m. – 6:30 p.m. Cocktail Hour