With this event, CFA Society New York aims to bust common myths surrounding the cannabis industry for potential investors, and shed light on possible investment paths. Within an investment context, what is the potential in this space? The panel will seek to shed light on the current trends in the industry, along with the valuation and the legal framework within the regulatory environment.

AGENDA

6:00 PM | REGISTRATION & NETWORKING

6:30 PM | OPENING REMARKS

Michael Sicari,CFA, Analyst
Houlihan Lokey’s Financial Advisory Services

6:45 PM | PANEL DISCUSSION

Moderator

Harrison Phillips, CFA, Vice President
Viridian Capital Advisors

Panelists

Zach Gordon, Senior Manager
Hanover, LLC

Matthew R. Kittay, Partner
Fox Rothschild LLP

Svetlana Ros, Member
Norris McLaughlin

Mitch Kulick, Co-Founder & Partner
Feuerstein Kulick

7:45 PM | CLOSING REMARKS

David Geng, CFA, Associate
Tiedemann Wealth Management

8:00 PM | NETWORKING & CATERED RECEPTION

Learning Outcomes

• An understanding of the valuation of an emerging space
• An understanding of the legal framework required within the regulatory environment
• An understanding of the trends in the sector
• Profiles of investors in the sector