Institutional Capital Forum

February 12–13, 2019
Boston, MA

CannaVest North East

Family Offices & Institutional Investors Will Learn

  • How to identify early-stage winners while avoiding the losers
  • How to achieve portfolio diversification with an uncorrelated alternative asset class
  • Investor underwriting and due-diligence best practices
  • Establishing realistic yield and valuation expectations before investing
  • Impact investing and social justice remedies

Cannabis Owners & Operations Will Learn

  • How to understand and navigate the regulatory, compliance and tax landscape
  • The IPO vs. reverse merger route
  • How to build, grow and protect your brand
  • How to raise capital in a competitive fundraising environment
  • Compliance, banking, and insurance solutions

View Agenda Apply to Attend

CannaVest Attendees as of 12/12/2018

7thirty Capital, Partner

Acuta, Senior Principal

AJW Financial, Managing Member

Alpha Investment Holdings, Investor

Alternative Investment Management LLC, Partner

Arcadian Fund, CEO & Founder

Arcadian Fund, Principal

Arcadian Fund, Director of Operations

Arcview Ventures, General Partner

Ascend Wellness, Founder

Battery Global Advisors, Investment Analyst

Battery Global Advisors, Sr. Investment Analyst

BDS Analytics, CEO

Berstein IP, Principal

Better Nature Holdings LLC, Founder & CEO

Bloom Automation, President

Burns Levison, Partner

Calypso Enterprises, VP of Finance & Accounting

Camden Partners, Investor

Canaccord Genuity, Equity Research Analyst

Canaccord Genuity, Managing Director

Canergy Capital, Co-Founder

Canergy Capital, Founding Partner

Cannabis Pro, Reporter

CannaGather, Founder

Cannasure Insurance Services, Managing Director

Canopy Rivers, Co-Founder

Casa Verde Capital, Managing Director

CFA Federal Credit Union, President & CEO

Charlotte's Web, CFO

Citrin Cooperman, Partner

Cohn Reznick, Partner

Cowen & Company, Managing Director & Sr. Research Analyst

Cresco Capital, Matt Hawkins

Cresco Labs, Cultivator

Cresco Labs, CEO

Curaleaf, Sr. VP Government Relations

Davis Malm & D'Agostine, Shareholder

Dickinson Wright, Practice Group Chair

Dominion Capital, Head of Structuring

Dominion Capital, CEO

EverSpring Pharmacy, Owner

Family Office Association, Founder

Fernway, Co-Founder & CEO

Full Moon Investments, Managing Member

Galen Diligence, Managing Director

GMP Securities, Managing Director - Equity Research

Golden Eagle Partners, Senior Managing Director

Good Hill Partners, Investor

Granite Hall Partners, Managing Director

Green Acre Capital, Managing Director

Green Chip Stocks, Managing Editor

Green Chip Stocks, Co-Founder

Green Sage, Investor

GreenWave Advisors, Founder & Managing Partner

Growth Group, Executive Chairman

Hanly Law, Managing Attorney / Owner

Harbor Side, Writer & Editor

Harborside Health Center, President & CEO

Headset, CEO

High NY, CEO

Hyperion Wealth Advisors, Founding Principal

Investing in Cannabis, Co-Founder & Producer

Island Management LLC, Associate

Island Management LLC, Managing Director

Keef Brands, CEO

KushCo Holdings, General Counsel, VP

KushCo Holdings, Regional Director

Ladenburg Thalmann, Partner

LivWell, CEO

Marcum LLP, Partner

Marijuana Policy Project, Executive Director

Massachusetts Cannabis Control Commission, Commissioner

McGovern Capital, Chairman & CEO

Merida Capital Partners, Managing Partner

Moore Capital Management, Analyst

Mtech Acquisition Corp., CFO

Mueller Ventures, President

Nature's Dream Inc, Founder

Navy Capital, Portfolio Manager

Netpost Capital Adivsors, Founder

New Cannabis Ventures, Founding Partner

New England Treatment Access (NETA), Chief Financial Officer

New Jersey Cannabis Industry Association, President

New York Angels, Early Stage Investor & Serial Entrepreneur

North Point Advisors, Partner

Northland Capital Markets, Managing Director, Sr. Research Analyst

Pacific Grove Capital , Managing Partner

PAX, Head of Strategic Finance

Peoples Company, President

Pharmacann, CEO

Pharmacann, General Counsel & CCO

Poseidon Asset Management, Co-Founder & Managing Director

Preservation Capital Advisors, President

Private Investor, Capital Formation

RDW Capital, Manager

RLM Public Relations, Executive Director

Roth Capital, Equity Research Analyst

RWN Management, Vice President

Safe Harbor, President

Salveo Capital, Managing Partner

Santa Barbara Independent, Cannabis Editor

Senvest, CIO

St. Augustine Holdings,

Sullivan Adventures LLC, Chief Inspiration Officer

Temescal Wellness, President & CEO

Ten-Ten Craft Cannabis, Owner

Terra Tech, General Counsel

The Associated Press, Regional Director

The Roosevelt Investment Group, Inc. ,

Trichrome Health, President

Tuatara Capital, Partner & CIO

Varier Venture Consulting, Principal Partner

Vertical Companies, President

Vincente Sederberg, Partner

Viridian Capital Advisors, President

Wana Brands, Founder & CEO

Wana Brands, Owner

Aaron Smith

Executive DirectorNational Cannabis Industry Association

Abner Kurtin

FounderAscend Wellness

Adam Fine

PartnerVicente Sederberg

Al Foreman

Partner & CIO Tuatara Capital

Andrew DeAngelo

President and CEOHarborside Health Center

Bobby Burleson

Equity Research AnalystCanaccord Genuity

Charles Bachtell

CEO Cresco Labs

Chris Leavy

FounderNetpost Capital Advisors

Cy Scott


Daniel Roach

PartnerMarcum LLP

David Bukzin

PartnerMarcum LLP

David Traylor

Senior Managing DirectorGolden Eagle Partners

Dennis Byrne

Managing Director Canaccord Genuity

Dr. Jeffrey Chen

DirectorUCLA Cannabis Research Initiative

Emily Paxhia

Co-Founder & Managing DirectorPoseidon Asset Management

Erik Knutson

CEOKeef Brands

Greg Chin

PartnerCohn Reznick

Hugh O’Beirne

PresidentNew Jersey Cannabis Industry Association

James Flanigan

Managing DirectorGranite Hall Partners

James Fuller

Founding PartnerCanergy Capital

Jameson Berkow

ReporterCannabis Pro

Jeremy Unruh

General Counsel and Chief Compliance OfficerPharmacann

Joe Segilia

General CounselTerra Tech Corp.

John Brecker

PartnerAltitude Investment Management

John Lord


Jon Gowa

PresidentBloom Automation

Jon Lindsay Phillips

Executive DirectorRLM Public Relations

Jon Trauben

PartnerAltitude Investment Management (Private Equity)

Karan Wadhera

Managing DirectorCasa Verde Capital (Venture Capital)

Katrina Skinner

PresidentSafe Harbor

Kevin McGovern

ChairmanMcGovern Capital

Kris Krane

President & Co-Founder 4Front

Kyle Heverly

Regional Director of the East CoastKush Co.

Lewis Goldberg

PrincipalKCSA Strategic Communications

Martin Landry

Managing Director Equity ResearchGMP Securities

Matt Hawkins

Cresco Capital (Venture Capital)

Matt Karnes

Founder and Managing PartnerGreenwave Advisors

Matt Shalhoub

Managing DirectorGreen Acre Capital

Micah Tapman

Partner7thirty Capital

Michael Gruber

Managing PartnerSalveo Capital

Mitch Baruchowitz

Managing PartnerMerida Capital Partners (Private Equity)

Mitzi Hollenbeck

PartnerCitrin Cooperman

Murray Huneke

PartnerNorth Point Advisors

Nancy Whiteman

Founder & CEOWana Brand

Patrick McManamon

Managing DirectorCannasure Insurance Services

Paul Penney

Managing Director, Sr. Research AnalystNorthland Capital Markets

Richard Mohr

Chief Financial OfficerCharlotte's Web

Robert Munnelly

ShareholderDavis Malm & D’Agostine

Roy Bingham

CEOBDS Analytics

Ryan Ansin

FounderFamily Office Association

Scot Crow

Practice Group ChairDickinson Wright

Scott Fortune

Equity Research AnalystRoth Capital

Scott Greiper

PresidentViridian Capital Advisors

Scott Moskol

PartnerBurns Levinson

Sean McNulty

Co-FounderCanopy Rivers

Sean Stiefel

Portfolio ManagerNavy Capital

Shaleen Title

CommissionerMassachusetts Cannabis Control Commission

Smoke Wallin

PresidentVertical Companies

Steve Fox

DirectorNCIA's Policy Council

Steve Kaplan

PartnerLadenburg Thalmann (Real Estate)

Steven Hawkins

Executive DirectorMarijuana Policy Project

Tahira Rehmatullah

CFOMTech Acquisition Corp.

Ted Rebholz

President and CEOTemescal Wellness

Tina Sbrega

President and CEOGFA Federal Credit Union

Tom Pollard

Managing Director-Cannabis Investment BankingCanaccord Genuity

Tom Zuber

Managing PartnerZuber Lawler & Del Duca LLP

Tyler Beuerlein

Executive Vice PresidentHypur Inc.

Vikas Desai

PartnerWelcan Capital

Vivien Azer

Managing Director and Senior Research AnalystCowen and Company

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