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 2/1/2019

7thirty Capital, Partner

Acuta, Senior Principal

AJW Financial, Managing Member

Allied Beverage, Vice President

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

Art Assets, CEO

Artcan, LLC, Partner

Ascend Wellness, Founder

Aurify, Managing Director

Australis Capital, SVP, Mergers and Acquisitions

Bardia Family Office, CEO

Battery Global Advisors, Investment Analyst

Battery Global Advisors, Sr. Investment Analyst

BDS Analytics, CEO

BDS Analytics, Managing Director, Industry Intelligence

BDS Analytics, Eastern Regional Business Development Manager

Bella Sol Wellness Centers, LLC, CEO

Berstein IP, Principal

Better Nature Holdings LLC, Founder & CEO

Big Sur Ventures, Managing Director

Bioprocann, Founder

Bloom Automation, President

Breakthru Beverage Group, VP Strategy

Breakthru Beverage Group, Executive Vice President, General Counsel

Breakthru Beverage Group, Senior Vice President, Government & Regulatory Affairs

Bryant Park Capital, VP of Business Development

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

Cannabis Strategies Acquisition Corp., COO

Cannabis Strategies Acquisition Corp., CEO

CannaGather, Founder

Cannasure Insurance Services, Managing Director

Cannasure Insurance Services, LLC, VP Regional Agency Sales Manager

Cannasure Insurance Services, LLC, Director of Compliance

CannGroup Development Corp, CFO

Canopy Rivers, Co-Founder

Caroline's Cannabis, Owner

Casa Verde Capital, Managing Director

CB1 Capital, Director of Research

CFA Federal Credit Union, President & CEO

CH3 Partners, Managing Partner - Portfolio Management

Charlotte's Web, CFO

Citrin Cooperman, Partner

Clade9, Principal

Clade9, Founder and CEO

CohnReznick, Partner

Cowen, Managing Director

Cowen, Vice President

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

Davis, Malm & D'Agostine, P.C., Attorney

Dawson Family Farms, Owner

Decade Capital, Portfolio Manager

Demeter Group, CEO

Demeter Group, Associate

Diag Capital Management, Portfolio Manager

Dickinson Wright, Practice Group Chair

Dickinson Wright, Attorney

District Cannabis, President

Dominion Capital, Head of Structuring

Dominion Capital, CEO

Duane Morris, Partner

East Coast Labs, Inc, Founder/CEO

Emerald Ventures, CEO

Emisha Innovation, CEO

Epiphanycares, Entrepreneur

EverSpring Pharmacy, Owner

Family Office Association, Founder

Fernway, Co-Founder & CEO

Fireman Capital Partners, Senior Associate

First New York Securities, Trader / Partner

First New York Securities, Portfolio Manager

Full Moon Investments, Managing Member

Galen Diligence, Managing Director

GFA, 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 Mile Holdings, CEO

Green Mile Holdings, General Counsel

Green Sage, Investor

GreenWave Advisors, Founder & Managing Partner

Grinspoon, Physician

Growth Group, Executive Chairman

Gulf Shore Holdings, Managing Member

Haffner's Energy, CFO

Haffners Energy, General Counsel

Haffners Energy, Manager, Supply and Trade

Hanly Law, Managing Attorney / Owner

Hanly Law, Managing Attorney/Owner

Harbor Side, Writer & Editor

Harborside Health Center, President & CEO

Headset, CEO

High NY, CEO

Hyperion Wealth Advisors, Founding Principal

iAnthus - Mayflower Medicinals, Director of Sales & Marketing

iAnthus Capital Management, VP, M&A and Capital Markets

IHP, Sr Manager of Product Development

Innovative Industrial Properties, Director of Investments

Integrative Health Products, VP Sales and Marketing

Investing in Cannabis, Co-Founder & Producer

Island Management LLC, Associate

Island Management LLC, Managing Director

Jane West, CEO

Kane Industrial Trust, Trustee

Katsias Capital LLC, Investor

Keef Brands, CEO

KEY Investment Partners, Founding Partner

Krakoff Family Office, Owner

KushCo Holdings, General Counsel, VP

KushCo Holdings, Regional Director

KushCo Holdings, Inc, Board Member

Ladenburg Thalmann, Partner

Lazy River Products, CEO/President

LivWell, CEO


Lynch Foundation, Analyst

Magnasphere, Business Development

Manna Molecular, CEO & Co-Founder

Marcum LLP, Partner

Marcum LLP, Senior Accountant

Marijuana Policy Project, Executive Director

Massachusetts Cannabis Control Commission, Commissioner

McGovern Capital, Chairman & CEO

Merida Capital Partners, Managing Partner

MJLink, President

Monterey Tilth, Founder

Monterey Tilth, Director of Finance

Monterey Tilth, CEO

Moore Capital Management, Analyst

Moxie, VP, Corporate Devlopment

Moxie, COO

Mtech Acquisition Corp., CFO

Mueller Ventures, President

Mystic Innovations, Inc, President

Nadeau Corporation, Director of Business Development

Nature's Dream Inc, Founder

Navy Capital, Portfolio Manager

Netpost Capital Adivsors, Founder

Neuberger Berman, Financial Advisor

Neuberger Berman, Managing Director, Portfolio Manager

New Cannabis Ventures, Founding Partner

New England Development, President

New England Development, Vice President

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

Northland Capital Markets, VP - Institutional Equity Sales

Northwood Ventures, Managing Director

NY Hemp Source, CEO


OCG INC., President

Odyssey Trust , CEO

Odyssey Trust , CEO

Ogden Capital, Principal

Pacific Grove Capital , Managing Partner

Passaic Capital Management, Associate Portfolio Manager

Passaic Capital Management, Associate Portfolio Manager

PAX, Head of Strategic Finance

PCM, Senior Research Analyst

Peoples Company, President

Pharmacann, CEO

Pharmacann, General Counsel & CCO

Phyto Partners LP, Managing Member

Phyto Partners LP, Analyst

Phyto Partners LP, Investor Relations

Phyto Partners LP, Business Development

Piper Jaffray, Analyst

Point72 Asset Mgmt, L.P., Research Analyst

Portolan Capital, Sr Research Analyst

Poseidon Asset Management, Co-Founder & Managing Director

Preservation Capital Advisors, President

Presidio View Capital, General Partner

Private Capital Intelligence, LLC, Managing Member

Private Capital Intelligence, LLC, Managing Member

Private Investor, Capital Formation

ProNexus LLC, Director - Client Services

Q56 Capital, Principal

RDW Capital, Manager

RLM Public Relations, Executive Director

Roth Capital, Equity Research Analyst

RWN Management, Vice President

Safe Harbor, President

Salveo Capital, Managing Partner

Samuels & Assoc.,

Sanctuary Medicinals, CEO

Santa Barbara Independent, Cannabis Editor

Schonfeld Strategic Advisors, Senior Analyst

Schonfeld Strategic Advisors, Senior Analyst

Schonfeld Strategic Advisors LLC, Research Analyst

Seaport Global, Advisor

Senvest, CIO

SGS, Investor

Shingle Hill, Co-Founder

Shore Ventures, Managing Member

Shulman Rogers, Lawyer

Smith Costello & Crawford, Partner

Social Life Network, CEO

St. Augustine Holdings,

Stadnyk & Partner, .

Sullivan Adventures LLC, Chief Inspiration Officer

Supercritical Mass Laboratories, President

TapRoot Holdings, CEO & Co-Founder

Tassajara Holding Company, President

Temescal Wellness, President & CEO

Temescal Wellness, CEO

Temescal Wellness, VP Finance & Accounting

Temescal Wellness, Corporate Development Director

Temescal Wellness, Marketing Manager

Temescal Wellness, Community Outreach Coordinator

Temescal Wellness, Sales Director

Ten-Ten Craft Cannabis, Owner

Terra Tech, General Counsel

The Associated Press, Regional Director

The Bonadio Group, Compliance Consultant

The Bonadio Group, Principal

The Happy Confection, Guest

The Happy Confection, Guest

The O.G. Reefer Co., CEO

The O.G. Reefer Co., Buzz Creator

The Roosevelt Investment Group, Inc. ,

Tress Capital, Manager

Tress Capital, Co-Founder, CEO

Tress Capital, Partner

Trichrome Health, President

Tuatara Capital, Partner & CIO

Twinfocus Capital, Co-Founder & Managing Partner

Union Twist, CEO Union Twist

Varier Venture Consulting, Principal Partner

Vencanna, Chairman

Vencanna, CEO

Vencanna, VP, Managing Director

Verte Capital, Manager

Vertical Companies, President

Vincente Sederberg, Partner

Viridian Capital Advisors, President

Visconsi Companies, Co-Chief Executive Officer

Wana Brands, Founder & CEO

Wana Brands, Owner

Westwood Capital Management LP, Chief Investment Officer

Westwood Capital Management LP, Chief Operating Officer

Yale Business of Legal Cannabis, Co-Founder

Zuber Lawler & Del Duca LLP, Marketing Assistant

Aaron Smith

Executive DirectorNational Cannabis Industry Association

Abner Kurtin

FounderAscend Wellness

Adam Fine

PartnerVicente Sederberg

Al Foreman

Partner & CIO Tuatara Capital

Andrea Cabral

CEOAscend Mass.

Andrew DeAngelo

President and CEOHarborside Health Center

Andy Serwer

Editor-in-ChiefYahoo! Finance

Bob Fireman

Founder & CEOMariMed

Bobby Burleson

Equity Research AnalystCanaccord Genuity

Brett Finkelstein

Managing Director Phyto Partners LP

Charles S. Alovisetti

PartnerVicente Sederberg LLC

Chris Leavy

FounderNetpost Capital Advisors

Cory Rothschild

VP of Brand Marketing Cresco Labs

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

Gary B. Rosen

PartnerMarcum LLP

Gary Krimershmoys

Chief Investment OfficerThe Blinc Group

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

Jim Smith

PartnerSmith, Costello & Crawford

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)

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

Lisa M.C. Thomas

Associate Director of ResearchCowen and Company

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 Botto

Co-Founder & PresidentLucid Green

Paul Penney

Managing Director, Sr. Research AnalystNorthland Capital Markets

Richard Mohr

Chief Financial OfficerCharlotte's Web

Richard Taney

Managing DirectorTuatara Capital

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

FounderXIB Consulting

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

Managing Director Hypur Ventures

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

Troy Dayton

CEOThe Arcview Group

Tyler Beuerlein

Executive Vice PresidentHypur Inc.

Vikas Desai

PartnerWelcan Capital

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