Institutional Capital & Cannabis Conference (IC3)

Thursday, May 9th, 2019

7:45 AM Registration & Breakfast
8:40 AM IMN Welcome Remarks

8:45 AM State of the Industry
It’s 2019 and the North American cannabis industry is undergoing a rapid evolution. Medical use of cannabis is now legal in 33 states and it is also recreationally legal in 10 states plus the District of Columbia. Last year saw the legalization of recreational use in Canada, and California started issuing licenses for cultivation and the sale of cannabis for adult use. We also saw evidence that corporate America is seriously following the space, with Altria and Constellation Brands making considerable investments into this nascent industry.
The end of prohibition is nearing. How does one responsibly analyze all the moving parts to form and develop an investment thesis?
ROY BINGHAM
CEO, BDS Analytics

9:15 AM Investment Opportunities in Legal Cannabis
There are a number of investment sectors in the cannabis industry that attract attention from various capital vehicles. Each sector is different from the other and has unique opportunities and challenges associated with it. This opening panel will discuss how opportunities are evolving across these sectors and what investors should consider when making decisions.
SCOTT GREIPER
President, Viridian Capital Advisors, LLC
TROY DAYTON
CEO & Founder, The Arcview Group

TAHIRA REHMATULLAH
CFO, MTech Acquisition Corp

10:00 AM The US Regulatory Landscape As It Pertains To Cannabis
Many investors do not understand the laws relating to cannabis and, therefore, find it difficult to make informed decisions about potential investments in the space. This panel of lawmakers and regulators will offer an open discussion on the regulatory environment at the local, state and federal level.

NEAL LEVINE
CEO, Cannabis Trade Federation

10:45 AM Networking Break

11:15 AM Building a Successful Cannabis Consumer Brand
Vertically integrated operators are fairly well understood given this is the legacy framework, however there are many different approaches to building a successful consumer brand. There are certain things that every business and investor needs to know and this session will address the importance of intellectual property (IP) and protection strategies, along with scaling and the major differences between businesses “touching the plant” and “not touching the plant”.
TOM ZUBER
Managing Partner, Zuber Lawler & Del Duca LLP

12:00 PM Impact Investing: Medical Efficacy and Societal Impact of Legal Cannabis
More and more investors are looking to have an impact investing allocation in their portfolio. Social justice, regulatory reform and improving the overall health of our society make cannabis a prime fit for this allocation.

12:45 PM Lunch

1:45 PM Setting Realistic Expectations for Cannabis Investments
As is often the case with nascent industries, many people have unrealistic return expectations. This group of active investors discuss some of the investments they have made across the spectrum of cannabis-related businesses, their ROIs and company valuations.

NICO RICHARDSON
Managing Director, AFI Capital Partners

PETER ROSENBERG
Partner, Merida Capital Partners

VIKAS DESAI
Partner, WelCan Capital

2:30 PM Due Diligence on Cannabis Deals
For many investors, this is their first time deploying capital into the space. As such their teams need to understand this unique investment opportunity. This panel of analysts work for firms and investment banks specializing in cannabis and will discuss their processes and best practices.
MATT KARNES
Founder & Managing Partner, GreenWave Advisors
ROBERT ROMAN
CEO, Managing Director, MGO Wealth Advisors, LLC
JARED COHEN
Member, Ocean Peak Capital

3:15 PM Networking Break
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3:45 PM The California Opportunity
There has been a sluggish start to California’s legal cannabis industry since legalization, with Governor Newsom’s budget reducing the annual cannabis tax revenue estimate for the fiscal year ending June 30 by $275 million. With a now-finalized regulatory framework to work from and proposed tax cuts possible, this panel of operators, regulators and legal experts discuss the main challenges and opportunities for the legal market in California for the coming year.
MARK GRINDELAND
CEO, Coda Signature
DUSTIN MOORE
Executive Director, International Cannabis Farmers Association
ERIK OTT
Partner, KO Acquisitions
SEAN MCALLISTER
Attorney, McAllister Garfield

4:30 PM From Theory to Reality: Invest Like the Best
Following a day of education and discussion, this session pulls it all together, and we hear from experienced investors and finance professionals who are already active in this exciting new asset class. Our panelists reveal firsthand accounts of where they've found success, hard lessons learned and pitfalls to be avoided, and key nuggets of advice they have for those considering investing in this space.
SEAN STIEFEL
Principal, Navy Capital
CHRIS LEAVY
Founder, NetPost Capital Advisors

5:15 PM Closing Keynote Address

5:30 PM Networking Reception

6:30 PM Day One of The 3rd Annual Institutional Capital & Cannabis Conference West Concludes

Friday, May 10th, 2019

8:30 AM Registration & Breakfast

9:00 AM The Changing Face of Cannabis Investing
Legacy institutional investors and wealth managers are beginning to enter the cannabis space and we are seeing many alternative investment vehicles gaining traction such as cannabis ETFs and SPACs. These large funds, wealth managers and SPACs join us to discuss how they got into the space, what got them over the hump and how the level of buzz amongst their peers has changed in the past couple of years.
MATT OSBORNE
CIO, Artivest
AL FOREMAN
CIO, Tuatara Capital LP
RUTH EPSTEIN
President, CFO & Director, Tuscan Holdings

9:45 AM The Role of Investors in Helping Cannabis Companies Get to the Next Level
So you’ve made a cannabis investment – now what? This panel of investors will address the next steps after an investment, what they have learned working with companies in the cannabis space and where they feel that they can really add value to the business. Some of the topics discussed will revolve around what you, as an investor, can do to help the business grow including reporting, other processes and shaping company culture
GREGORY THOMAIER
Founding Partner, JM10 Partners
BRETT FINKELSTEIN
Co-Founder/Managing Director, Phyto Partners LP
EMILY PAXHIA
Managing Director, Poseidon Asset Management
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AGENDA
Thursday, May 9th, 2019
Friday, May 10th, 2019
My Agenda

8:30 AM Registration & Breakfast

9:00 AM The Changing Face of Cannabis Investing
Legacy institutional investors and wealth managers are beginning to enter the cannabis space and we are seeing many alternative investment vehicles gaining traction such as cannabis ETFs and SPACs. These large funds, wealth managers and SPACs join us to discuss how they got into the space, what got them over the hump and how the level of buzz amongst their peers has changed in the past couple of years.

Matt
Osborne

CIO
Artivest

Al
Foreman

CIO
Tuatara Capital LP

Ruth
Epstein

President, CFO & Director
Tuscan Holdings
Отправить
9:45 AM The Role of Investors in Helping Cannabis Companies Get to the Next Level
So you’ve made a cannabis investment – now what? This panel of investors will address the next steps after an investment, what they have learned working with companies in the cannabis space and where they feel that they can really add value to the business. Some of the topics discussed will revolve around what you, as an investor, can do to help the business grow including reporting, other processes and shaping company culture.
Gregory
Thomaier
Founding Partner
JM10 Partners
Brett
Finkelstein
Co-Founder/Managing Director
Phyto Partners LP
Emily
Paxhia
Managing Director
Poseidon Asset Management

10:30 AM Looking to Opportunities in Europe and Other International Markets
Europe is on track to become the world’s largest legal cannabis market within the next five years, with over €500million of investments into European cannabis companies in the last year and a forecasted market worth up to €123billion by 2028.
Other markets such as Australia, Latin America, Thailand, South Korea and Israel are at different stages of legalizing marijuana either medicinally or recreationally and are attracting investments from US and Canadian cannabis companies and investors. This session will address the many opportunities across a range of regions, while also discussing the challenges associated with different legal systems, patient access, cultivation supply, logistics and access to products such as oils.

BARBARA PALEY
Founder and CEO, Art Assets

11:15 AM Crystal Balling the Future of Cannabis
After one and a half days of discussion, where does this leave us? Which prior predictions played out and what’s in store for the coming year? Industry leaders from business and policy discuss federal legalization and the pathway to the end of prohibition.
STEVEN HAWKINS
Executive Director, Marijuana Policy Project

12:00 PM The 3rd Annual Institutional Capital & Cannabis Conference West Concludes