4Twenteezs with Pablo Zuanic

Speakers: Anthony Coniglio, Chief Executive Officer, NewLake Capital Partners Discussion Points Potential for NLCP to uplist in NYSE Growth prospects for NLCP, and property book update TAM of unencumbered real estate assets in the cannabis ecosystem Room to operate outside the US Preview of the ALJ hearings and what happens after 7/15 Will more companies deconsolidate their med v. rec operations W...

Speakers: Orville Bovenschen, President, Village Farms Canadian Cannabis & Leli Holland Mike Gorenstein, CEO, Cronos Group Rick Bakker, CEO, Hollandse Hoogtes Discussion Points: Feedback from producers, coffee shop owners, consumers, and town officials, and regulators Will the central government add more towns to the pilot in the next 1-2 years Enforcement (grey market suppliers; coffee shops)...

Speaker: Irwin Simon, Chairman & CEO, Tilray Brands #tilray #irwinsimon #cannabisindustry #Cannabisstocks #pablozuanic #zuanicassociates Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain firsthand knowledge of the various operators. Zuanic & Associates is a bout...

Speakers: Michael DeGiglio, President & CEO, Village Farms International Discussion Points: · VFF US plans following S3 rescheduling · Options to enter the Texas medical cannabis market · VFF participation in the CMS CBD pilot program · Canadian capacity expansion · Update on the Dutch operations and 4x capacity increase · Plans to forward integrate overseas (downstream investments) · Domestic...

Speaker: Charlie Bachtell, CEO & Director, Cresco Labs Discussion Points: · A reminder of why rescheduling is so relevant · Unpacking the DOJ’s General Order of 4/23 · Why the 6/29 hearing is necessary to reach the Final Order stage · Cresco’s exposure to med and rec · Treasury/IRS guidance on 280e · Implications of registering with the DEA at the federal level · FDA oversight vs. state med re...

Speakers: Pablo Zuanic, Managing Partner, Zuanic & Associates Anthony Coniglio, CEO, NewLake Capital Partners Discussion Points: Pablo and Anthony will discuss the 4Q earnings season and sector outlook for the MSO group. · Recap of 4Q MSOs performance across key metrics · Benchmarking MSOs B/S and CF · CY26 sector and company outlook · Upside from regulatory unlocks (federal/state) · Potential...

Speakers: Sascha Mielcarek, CEO, Canify AG Luke Van der Nest, Commercial Director, MG Health Ltd Discussion Points: description of the deal details rationale and expectations proforma financials brief description about both companies, and track records projections for the German MMJ market (and rest of Europe) what gaps would be left to fill (with future M&A) for the new company #Canify #MGHea...

Speakers: Benjamin Sze, CEO Stuart Boucher, CFO Discussion Points: International growth outlook and plans Benefits from AgMedica integration Canadian supply chain Performance of infused pre-rolls Trends in vape segment Cash flow trends and balance sheet #cannabisstocks #cannabisindustry #DecibelCannabis #DB #DBCCF Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the...

Speakers: Jared Stanley, Co-Founder & Board Member, Charlotte’s Web Joseph Dowling, CEO, CV Sciences John Harloe, General Counsel, Village Farms International (CBDistillery) Discussion Points: · Reconciling the CR (11/12) and 12/18 Oval Office announcements (EO signing) · On the various “emerging” hemp-related bills (Griffiths, etc) · Will the CR be amended with various “carve-outs” (for non-i...

Speakers: Daniel Neville, Chief Executive Officer & Partner Robyn Tannenbaum, Chief Investment Officer & President Discussion Points: Company outlook post the conversion to BDC Diversification plans away from cannabis Room to fund loan book growth Likely book size and metrics by YE26 Outlook for the mortgage REIT and BDC sector, in general Cannabis sector federal and state outlook State of...

Speakers: Anthony Coniglio, Chief Executive Officer, NewLake Capital Partners Discussion Points · How potential regulatory changes at the federal (s3) and state (TX, VA, etc) level are impacting demand for credit so far from cannabis (MJ) companies · Sizing up the competition (other sale leaseback; mortgage REITS; BDCs; regional banks) · Has sale lease back lost its edge vs. other credit alternati...

Speakers: Alex Rabinovich, Chairman and CEO, Intercure Ltd Mike Gorenstein, Chairman and CEO, Cronos Group Discussion Points: The Cronos and Intercure operations in Israel State of the domestic market Impact of reforms implemented in 2024 Key producers, importers, distributors, and retailers How the market was impacted by Oct 7 Israel’s export potential The country’s presumed advantage in genetics...

Speakers: Sascha Mielcarek, CEO, Canify AG Constantin von der Groeben, Co-Founder and Strategic Advisor, Demecan Philip Schetter, CEO, Cantourage Group SE Discussion Points: • A look back at 2025: market growth; pricing; segmentation • How imports and the supply chain are evolving • Will the Bundestag modify the MOH proposal • How companies will adapt to the potential changes • Is there more finan...

Speakers: Margaret Brodie, CEO, Rubicon Organics Hugo Alves, CEO, Auxly Cannabis Group Cyrus Hambaz, CEO, Canadian Clinical Cannabinoids David Schwede, CEO, Heritage Cannabis Discussion Points: Industry outlook: volumes; pricing; margins Innovation trends by key formats Industry shake-out coming; or already here? Potential regulatory changes – at the federal and province level LP dynamics with the...

Speaker: Peter Sack, Managing Partner, Chicago Atlantic Discussion Points Outlook for the mortgage REIT and BDC sector, in general Cannabis sector federal and state outlook Coordination between REFI, LIEN, and the private side of Chicago Atlantic group Close look at the loan book of REFI and LIEN A review of REFI’s 3-year performance re non-accruals Managing interest rate risk and unscheduled earl...

Speaker: Eric Offenberger, CEO, Vext Science Robert Groesbeck, Co-CEO, Planet 13 Holdings Jason Vedadi, CEO, Story Companies Sam Brill, CEO, Ascend Wellness Holdings #CannabisIndustry #USMarket #Cannabisinvesting # StoryCannabis # Planet13 # Vext Science $PLNHF $PLTH $VEXTF $AAWH #Ascendholdings Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry,...

Speaker: Bill Morachnick, CEO, Charlotte’s Web Discussion Points Interpretation of the Executive Order, and what it actually means for CBD Congress to “update the statutory definition of final hemp-derived cannabinoid products to allow Americans to benefit from access to appropriate full-spectrum CBD products” Consultation with appropriate executive departments and agencies and authorities to deve...

Speakers: Mike Gorenstein, CEO, Cronos Group Rick Bakker, CEO, Hollandse Hoogtes Bastiaan Swager, CEO & Co-Founder, Legacy Brands Vladimir Smetanin, CEO, The Growery Discussion Points The legal, grey, and illicit markets in Holland Sizing up and projecting the pilot market Demand from outside pilot towns Feedback from consumers and coffeeshop owners Pricing and economics dynamics About the 10...

Speakers: Margaret Brodie, CEO, Rubicon Organics Adam Coates, Chief Revenue Officer, Decibel Cannabis Borna Zlamalik, SVP Innovation & International R&D, Organigram Holdings Discussion Points Why does vape under index in Canada vs. key US markets Brands gaining/losing share What are consumers looking for The continued segment gain of AIOs vs. carts New subsgements: live resin; live rosin;...

Speaker: Richard Cheng, Managing Member, Ritter Spencer Cheng PLLC Discussion Points How HB 46 expanded the state’s MMJ market (conditions, formats, access) Caps on flagship stores and satellite pick-up locations per LDO, per region Who are the new 9 licensees? By when could they be up and running About the next three licenses to be issued in April Can the three incumbents sell their licenses? and...

Speakers: Jon Levine, CEO, MariMed Anthony Coniglio, CEO, NewLake Capital Partners Jim Cacioppo, CEO, Jushi Holdings Discussion Points With MSO stocks back at historical lows, what are investors getting wrong? Quantifying the upside for the regulated cannabis operators from the ban on hemp derivatives, on sales as well as on pricing The potential for a pardon of 280e tax liabilities, or at least f...

Speaker: Irwin Simon. Chairman & CEO, Tilray Brands Discussion Points Impact from spending bill (CR) on HDD9 drinks strategy Continued progress improvement in the beer and liquor business Outlook for the international medical cannabis business (MMJ) State of Tilray’s position in Canada’s rec market Balance sheet strength and cash deployment plans A cannabis company or a CPG company? How TLRY c...

Speakers: Amber Shimpa, President, Vireo Growth Zachery Wilson, CEO, Waabigwan Mashkiki Tim Gordon, Founder/CEO, Gordon Cannabis Jason Tarasek, Partner, Vicente LLP Discussion Points Start of rec in mid September, or just a soft launch? Market momentum? Rec market limitations on the two medical incumbents (Vireo Growth and Green Thumb) The role of the Tribal Nations in the MN cannabis market Timin...

Speakers: Trent Woloveck, Chief Strategy Director, Jushi Holdings Jared Maloof, CEO, Standard Wellness Edward Schmults, CEO, Firelands Scientific Discussion Points Is growth stalling? deflation creeping in? Pace of new store openings? not near saturation? Waiting for AU regs Rollout of pre-rolls Impact from hemp derivatives market #cannabis #cannabisstocks #cannabisdispensary #Jushiholdings #Stand...

Speakers: Adam Coates, Chief Revenue Officer, Decibel Cannabis Scott Lough, VP Product Management & Marketing, Canopy Growth Bradley Gunter, SVP of Sales, Organigram Holdings Discussion Points How pre-rolls became the largest category in Canada, overtaking flower Leading brands and latest innovation The rise of infused pre-rolls, and new entrants Joints vs. blunts; variety packs Shopper behavi...