| 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 |