Institutional Capital & Cannabis West
Los Angeles, CA
May 9 - 10, 2019

Description

The North American cannabis industry is undergoing a rapid evolution.  Medical use of cannabis is now legal in 33 states, while recreational use is legal in 10 states plus the District of Columbia.  Both recreational and medical cannabis have been legal in California for over a year now.  With sales of over $5 billion and tax revenue of $345 million, the largest legal cannabis market in the world is just getting started.
 
Market participants are hoping that 2019 will be a year of stability through regulatory clarity, development on license provision and supply chain efficiencies.
 
The fifth installment of the Institutional Capital & Cannabis Conference (IC3) will return to the epicenter of this movement - Los Angeles. By some estimates, the second largest city in the U.S. is already home to a billion-dollar cannabis market.
 
Following on the heels of four successful conferences in California, Miami and NYC, IC3 Los Angeles will reconvene with the industry’s top experts to evaluate market progress, the headwinds faced and the many opportunities that remain in California. The conference will take place May 9 & 10 at the JW Marriott, right in the heart of downtown Los Angeles.
 
IMN is excited to continue our IC3 series of forums aimed at sophisticated investors seeking alternative asset classes and portfolio diversification.  This event was created specifically with the needs of the legacy institutional and accredited investor in mind, with panel discussions addressing the various vehicles for investment, due diligence best practice, impact investing and setting realistic ROI expectations for cannabis investments.
 

Who Should Attend
  • Family Offices
  • High Net Worth Investors
  • Wealth Managers
  • Private Bankers
  • Financial Advisors
  • Private Equity Funds
  • Venture Capital Funds
  • Asset Managers
  • REITs
  • Cannabis Companies
  • Law Firms
  • Accounting Firms
  • Consultants
  • Technology Companies
  • Trade Associations
  • Advocacy Groups

Conference Highlights

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My Agenda

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Agenda

    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


      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)

      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


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  • Investor Early Bird* - $695
  • Investor Standard rate* - $995
  • Standard Early Bird - $1,495
  • Standard rate - $1,995
  • On-site rate - $2,095
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Contact Us

Venue

  • Conference Venue
  • JW Marriott Los Angeles L.A. Live


    900 West Olympic Blvd
    Los Angeles, LA, 90015
    USA

    Additional Info:

    Please use the link above to book a room in IMN's room block, pending availability, until our cutoff date of Wednesday, April 17th. 

Speakers


1120 Avenue of the Americas, 6th Floor, New York, NY 10036
Tel: +1(212)901-0506 Fax: +1(212)768-2484
Email: mail@imn.org


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