Cannabis Bootcamp—a 360° View for Seasoned Investors


Friday, May 31


1:00 pm - 6:00 pm


Register 6102


Designed for family offices, hedge fund managers, RIAs and experienced high-net-worth investors, this exclusive symposium is a ‘how-to’ bootcamp on investing in cannabis, presented by Wall Street investors/advisors for Wall Street investors/advisors.  All attendees receive a 3-Day Seminar Pass.

Leveraging 20 years of Wall Street experience and 6 years of cannabis investment experience, Sumit Mehta, CEO of MAZAKALI, will dig deep into critical cannabis opportunities and challenges with a dozen seasoned cannabis professionals.

Participating investors will learn:

  • Cannabis from the insider’s perspective
  • What innovations are meaningful
  • Where the likely ‘bubbles’ lie
  • How to effectively screen opportunities
  • How to value public vs. private investments
  • Effective hedging strategies against expected price declines and eventual consolidation
  • How to achieve adequate sector diversification
  • Critical legal and regulatory issues
  • Why cannabis is a true ‘Impact’ investment and how it drives sustainability
  • How to prepare for cannabis affecting every part of an investment portfolio

1:00 PM
Opening Remarks

Steve Gutterman, President, Harvest Health & Recreation LLC

Investment Industry Update
Sumit Mehta, CEO, MAZAKALI

1:30 PM
CEO Industry Operators

Cannabis company founders will share unvarnished details about the highs and lows of building a cannabis company in today’s rapidly changing and still federally illegal environment. Where did they allocate capital the most and least effectively? What did they wish they knew when they started their businesses? How are they keeping pace with demand? What other parts of the supply chain are in greatest demand for investment? These CEOs will take you behind the scenes on what it takes to be successful in cannabis today.

Jeff LaPenna, Co-Founder and CEO, The Peak Beyond
Evan Stafford, SVP Global Sales & Expansion, LeafLink, Inc.
Nicole Fox, Founder/CEO, Aeon Wellness
Jenny Einsig, Vice President of Retail Operations, Mission Dispensaries

2:15 PM

2:30 PM
C-Level Professional Services Leaders

Professionals service providers view the cannabis industry through a different lens. How do they help cannabis-related companies make more well-informed decisions? What is critical to know for staying on the right side of the law? Why is marketing and branding different in cannabis than in other industries and how does it impact portfolio returns? What states might legalize next and when can we expect federal legalization? What are the next pharmaceutical beak-throughs that might provide immense returns? Learn the unique legal, regulatory, medical and marketing aspects of cannabis. 

Brent Johnson, CEO, Hoban Law Group
Jared Mirsky, Founder and CEO, Wick & Mortar
Steven Hawkins, Executive Director, Marijuana Policy Project
Dr. Monica Vialpando, Founder, Vialpando, LLC

3:15 PM
Wall Street Fund Managers

Funds have deployed billions into the cannabis industry. Where have they invested? What have they learned? How are they balancing risk and diversification? What expectations should investors have for future returns? How are they valuing International opportunities? What role do hemp and CBD play in their portfolios? Learn the good, the bad and the beautiful directly from Wall Street executives turned cannabis portfolio managers. 

John Kaden, Managing Partner & CIO, Navy Capital, LLC
Jon Trauben, Principal and Portfolio Manager, Altitude Investment Management
Michael Gruber, Founder and Managing Partner, Salveo Capital
Louis Barré, Managing Director, Greenfield Global Opportunities Fund

4:00 PM
Key Take-Aways + Audience Q&A

Sumit Mehta, CEO of MAZAKALI, will highlight the most critical learnings and surprises of the day and open the floor to what is sure to be an intimate, informal and informative Q&A discussion.

4:30 PM
Cocktails and Conversation

Meet the fund managers. The CEO operators. The C-level professional services leaders. Network and mingle in an intimate setting with peers and panelists.

Obtain peer-to-peer know-how, know-who and know-what to inform your cannabis investments.