Alternative Investments, Conference, Conference / Seminar, Global Passport, Virtual Events & Programming

Cannabis 101: Public to Private and Everything In Between

Thursday, February 1 | 4:00 PM - 5:00 PM

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Overview

2023 marked the first year of legal cannabis sales in New York. What are the opportunities and challenges the legal market faces in the state in light of a challenged macroeconomy? How do those trends mirror/differ from those of other legal cannabis states? What opportunities exist for investors exploring the cannabis sector? What idiosyncrasies and regulatory nuances should investors be aware of before deploying capital? Join cannabis industry experts to discuss these topics and more!

Presented in conjunction with the CAIA Association. 

Agenda

4:00 PM | INTRODUCTION

4:05 PM | PANEL DISCUSSION

Moderator

Jordan Youkilis, Founding Partner, KEY Investment Partners

Panelists

Dan Ahrens, Managing Director & COO, AdvisorShares

Mina Mishrikey, CFA, Partner, Head of Investments, Merida Capital Holdings

Chris Reece, CFA, CEO/Founder, MJ REIT

Mara Sheldon, Principal, Squire Patton Boggs

Patrick Unzicker, CPA, CFO, PharmaCann Inc.

4:50 PM | Q&A

Sponsorship Overview

For over 80 years, CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been a leading forum for the exchange of information among investment professionals. Our mission is to raise standards of practice in the industry for the ultimate benefit of society. Towards that goal, CFA Society New York content is curated by volunteer practitioner interest groups that strive to shape the future of the industry. A bold line exists between the financial support by organizations to maintain the quality of our programming and the selection of speakers who contribute to dialogue in our community. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.

Please be advised of the following information related to Society sponsorship and support:

Through financial support and other means of in-kind support, each event sponsor, event partner, event co-host and organizational partner of CFA Society New York plays a valuable role in the furtherance of the range of forward-thinking initiatives that underpin the Society’s values, and toward our mission to deliver Society content and programming of the highest quality and standard.

CFA Society New York thanks all of its sponsors, event-related affiliates and organizational partners for helping us continue to shape the conversation of the investment community.

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Inclement weather

CFANY reserves the right to cancel or reschedule all in-person events within 48 hours when inclement weather has been forecasted and travel is restricted by city officials.  The program may also be produced solely via livestream in such circumstances.  Please note the cancellation policy regarding refunds and substitutions.

Refunds, Cancellations, and Substitutions

  • 72 HOURS ADVANCED NOTICE OR MORE:
    • Full refund issued
  • WITHIN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

All requests for cancellation or refunds must be sent to seminars@cfany.org.

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CFA Society New York, Inc. (“CFA NY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA NY seeks to present accurate and reliable information, CFA Society New York does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you.

None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund.