THE INSTITUTIONAL CAPITAL FORUM ON CANNABIS INVESTINGcv.thecannabisindustry.org/wp-content/uploads/sites/6/2020/02/... · the institutional capital forum on cannabis investing hynes

THE INSTITUTIONAL CAPITAL FORUM ON C A N N A B I S I N V E S T I N G

HYNES CONVENTION CENTER // BOSTON, MA

CONFERENCE ATTENDEE AGENDA

FEBRUARY 19-20, 2020 //

DAY ONE February 19, 2020 | ROOM 210

8:00 Conference Registration & BreakfastExhibit Hall D, Aisle 1600

8:30 NCIA Opening RemarksAaron Smith, Co-Founder & Executive Director, National Cannabis Industry Association

8:35 Cannabis Market Trends & Consumer Insights by the NumbersRoy Bingham, Co-Founder & CEO, BDS Analytics

9:00 A Deep Dive into the Newly Recalibrated Cannabis M&A MarketScott Greiper, President, Viridian Capital Advisors

9:30 Finding Unicorns: Investor Due Diligence & Underwriting Best Practices When Evaluating DealsMODERATOR:Alan Wink, Partner, Eisner Amper

PANELISTS:Emily Paxhia, Co-Founder & Managing Director, Poseidon Partners

Sean Stiefel, Portfolio Manager, Navy Capital Robert Hunt, Principal, Linnaea Holdings

Chris Leavy, Principal & Portfolio Manager, Shire Capital Advisors

Matt Hawkins, Managing Partner, Entourage Eff ect Capital

10:30 The Multi-State Operator Roundtable: A Look at Business Plans & Operating ModelsMODERATOR:Lisa Thomas, Managing Director & Associate Director of Research, Cowen and Company

11:30 Consumer Packaged Goods: Brand Building, Marketing & Packaging

1:15 Finding Relative Value in the Cannabis Sector: The Equity Analysts’ RoundtableMODERATOR:Matt Karnes, Founder & Managing Partner, Greenwave Advisors

PANELISTS:Gerald Pascarelli, Equity Research Analyst, Cowen and Company

Jesse Pytlak, Equity Research Analyst, Cormark Securities

Jenny Wang, Equity Research Analyst, Eight CapitalChristopher Carey, Global Equity Research, BofA Securities Scott Fortune, Director, Equity Research Analyst, Roth Capital

2:15 Coff ee Break

MODERATOR:Cheryl Watson, Partner, Cohn Reznick

PANELISTS:Mitch Baruchowitz, Managing Partner, Merida Capital PartnersRobert Corbett, Senior Portfolio Manager, E Squared CapitalMatthew Nordgren, CEO, Arcadian Fund Narbe Alexandrian, President & CEO, Canopy Rivers

3:30 Public vs. Private Cannabis Real Estate Investment Opportunities: Is the Juice Worth the Squeeze?MODERATOR:Steve Kaplan, Partner, Ladenburg Thalmann

PANELISTS:Ray Lewis, President & CEO, Treehouse REIT

Bryan McLaren, Chairman & CEO, Zoned Properties Katie Barthmaier, CEO, Green Acreage Real Estate

Anthony Coniglio, CEO, New Lake Capital Partners

4:30 Do You Know What You’re Buying? Risk Assessment & Risk Analysis of Cannabis OperatorsMODERATOR:James Mann, Partner, Greenspoon MarderPANELISTS:Mitzi Hollenbeck, Partner, Citrin Cooperman Kevin McGovern, Chairman, McGovern Capital David Traylor, Senior Managing Director, Golden Eagle Partners

5:30 The Future of Grow Technology to Deliver Consistent, High Quality Cannabis

8:15 Host’s Welcoming RemarksScott Brody, Managing Director, Everest Capital Partners

6:30 The Business of Cannabis Investor Dinner & Presentations Hosted by Green TableIf you are interested in attending the dinner, please contact [email protected].*No admission without approval and RSVP.

Scot Crow, Practice Group Chair, Dickinson Wright

PANELISTS:Joseph Lusardi, CEO, Curaleaf

Beth Stavola, Chief Strategy Offi cer, iAnthus

Nick Vita, CEO, Columbia Care

Robert Fireman, CEO, MariMed

Charles Bachtell, CEO, Cresco Labs Abner Kurtin, Founder, Ascend Wellness Holdings

12:15 Networking Lunch | Exhibit Hall D, Aisle 1600

MODERATOR:Tom Zuber, Managing Partner, Zuber Lawler

PANELISTS:Marji Chimes, Chief Marketing Offi cer, Coda Signature Brian Dewey, Vice President Sales, Kiva Confections

Jason Vegotsky, Chief Revenue Offi cer & President, KushCo HoldingsCraig Mogan, Executive Vice President, ToastJason Osni, Co-Founder & President, Old Pal/Haoma

2:30 Investment Opportunities in Legal Cannabis: Early Stage Venture, Later Stage Private Equity, ETFs & SPACs

Scott Museles, Partner & Cannabis Chair, Shulman Rogers

Ross O’Brien, Founder & CEO, Bonaventure EquityMatt Liotta, Chief Technology Offi cer, AgrifyJustin Ort, CEO & CIO, Measure Eight Venture Partners

Matt Liotta, Chief Technology Offi cer, AgrifyRaymond Nobu Chang, Chief Executive Offi cer, Agrify

Program subject to change.

Program subject to change.

DAY TWO February 20, 20207:00 Registration & Breakfast | Exhibit Hall D, Aisle 1600

8:45 Navigating the Legal, Regulatory & Compliance MazeMODERATOR:Lloyd Pierre-Louis, Partner, Dickinson Wright

PANELISTS:Robert Munnelly, Shareholder, Davis Malm & D’AgostineHirsh Jain, Director of Government Aff airs, CalivaJoseph Lekach, CEO, ApothcaScottie Gordon, VP, Licensing & Regulatory Aff airs, CuraleafNicholas Odille, Principal, HBK Bank

9:30 Banking, Insurance & Payment Solutions for Investments in the US Cannabis IndustryMODERATOR:Scott Moskol, Partner, Burns Levinson PANELISTS:Tyler Beuerlein, Chief Revenue Offi cer, HypurTina Sbrega, President & CEO, GFA Federal Credit UnionKieran O’Rourke, Vice President, Cannasure Insurance ServicesAshley Elsner, Chief Operating Offi cer & Founder, Artery Pay Kirsten Trusko, CEO & Co-Founder, Emerging Markets Coalition

11:15 Cannabis-Infused Beverages: Beyond the Hype and ExcitementMODERATOR:Benton Bodamer, Partner, Dickinson Wright PANELISTS:Matt Bottomley, Equity Research Analyst, Canaccord GenuityStacy Hostetter, General Counsel, CannaCraft

2:45 Doing Well by Doing Good: Impact Investing & Social JusticeMODERATOR:Brian Vicente, Founding Partner, Vicente Sederberg

PANELISTS:Steven Hawkins, Executive Director, Marijuana Policy Project

Shaleen Title, Commissioner, Massachusetts Cannabis Control Board

Sarah Gersten, Executive Director, Last Prisoner Project

3:30 The Road to Federalization: A Look Ahead at the 2020 Ballot

PANELISTS:Steven Hawkins, Executive Director, Marijuana Policy Project

4:15 Financial Media, Cannabis & Capital MarketsMODERATOR:Lewis Goldberg, Managing Partner, KCSA Strategic CommunicationsPANELISTS:Javier Hasse, Editor and Reporter, BenzingaKristine Owram, Reporter, Bloomberg News

Jeremy Berke, Editor and Reporter, Business InsiderMax Cherney, Editor, Market Watch

5:45 Conference Concludes

10:15 Northeast Cannabis Business Conference General Session

12:00 Networking Lunch | Exhibit Hall D, Aisle 1600

1:00 Investment Opportunities in Hemp & CBDMODERATOR:Jenny Wang, Equity Research Analyst, Eight Capital

5:00 Developments in Lab TestingMODERATOR:James McMahon, Attorney & Founder, McMahon Strategic Development

PANELISTS:Briana Cassidy, Chief Science Offi cer, Ph.D., CDX Analytics

James Horvath, CEO, Kaycha Labs

Christopher Hudalla, President & Chief Science Offi cer, Ph.D., ProVerde Laboratories

Erik Knutson, Founder & CEO, Keef Brands

Andrea Cabral, CEO, Ascend Mass

MODERATOR:Andrew Kline, Director of Public Policy, National Cannabis Industry Association

Peter Barsoom, CEO, 1906 Highs

PANELISTS:Perry Antleman, CEO, Abacus Health Products Joseph Dowling, CEO, CV SciencesJessica Wasserman, Partner, Greenspoon Marder

John Kagia, Chief Knowledge Offi cer, New Frontier Data

1:45 Global Investment Opportunities: A Look at Latin America, Canada & EuropeMODERATOR:Jameson Berkow, Editor-in-Chief, The Rise/Canopy Rivers

PANELISTS:Kris Krane, President & Co-Founder, 4Front Ventures / Cannex Capital Kyle Detwiler, CEO, Clever Leaves Rod Stephan, Investor, Altitude Investment Management

Will Muecke, Managing Member, Aretemis Growth PartnersMatt Marckiewicz, Managing Director, The Cannabis ETF

David Feldman, Partner, Hiller P.C. and Skip Intro Advisors

Ean Seeb, Cannabis Advisor to Governor Polis, Colorado Governor Polis’ Offi ce

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