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Event Registration - Understanding the Cannabis Investment Landscape: Perspectives from Investors, Regulators, and Entrepreneurs

Thursday, February 11, 2021
12:00 PM - 1:30 PM Eastern Standard Time
Understanding the Cannabis Investment Landscape:  Perspectives from Investors, Regulators, and Entrepreneurs 

The landscape for the cannabis business has seen a dramatic shift over the past several years, with more states legalizing medicinal and recreational use, and the federal government inching closer to nationwide decriminalization.  While legal issues surrounding cannabis use still remain rather tangled, capital continues to flow into firms within this growing industry, even attracting major consumer staple companies as investors. 

Our goal with this program is to understand the landscape of the cannabis business, where investors and entrepreneurs see opportunities and risks, while also hearing a regulator’s point of view on how the industry can expand while protecting the safety of consumers and fostering opportunities to communities that have been harmed by the impacts of prohibition.  


Jordan Youkilis 
At KEY Investment Partners, Jordan is responsible for developing due diligence strategy, leading co-investment syndication processes, writing blog posts and driving proactive outreach for deal sourcing opportunities. Jordan led KEY Investment Partners’ investment in springbig. Prior to founding KEY, Jordan spent four years as a member of Partners Group’s Private Equity team responsible for sourcing investment opportunities, conducting due diligence, and executing lead, control leveraged buyout transactions for companies between $500 million and $2.5 billion in enterprise value. Prior to Partners Group, Jordan spent four years with GE Capital predominantly in Leveraged Finance, underwriting debt facilities for business services companies in lower-middle market buyout transactions. Jordan was born and raised in Cincinnati, OH and attended Indiana University as a Wells Scholar, majoring in Economics & Political Science. Jordan is a Leafwire Expert Contributor. In his free time, Jordan enjoys traveling, skiing, reading & hiking.
Joseph Lusardi
Mr. Lusardi is a pioneer in the U.S. cannabis industry and is credited with opening one of the first medical cannabis operations on the East Coast. Mr. Lusardi has a decade of cannabis experience, as well as 20 years’ experience in finance, private equity and entrepreneurship. Since 2015, Mr. Lusardi has led the Company through a significant growth trajectory from a small medical device company to a publicly traded, vertically integrated multi state cannabis operator that is positioned to become the largest cannabis company in the world. In 2019 he oversaw two transformational acquisitions – Select, the leading cannabis wholesale brand in the United States, and Grassroots, which will expand Curaleaf's presence from 12 to 19 states with over 130 licenses. Mr. Lusardi has been instrumental in developing an organizational strategy focused on the advancement of cannabis science to support patients in need of medical cannabis as well as adult-use customers. He previously held executive positions at financial services companies including Liberty Mutual Group, Fidelity Investments, and Affiliated Managers Group. Mr. Lusardi has a B.B.A. from The Catholic University of America and an M.B.A. from Boston College.

Britte McBride 
Britte McBride was appointed to the Massachusetts Cannabis Control Commission in September, 2017 by Attorney General Maura Healey and served until December, 2020.  As one of the inaugural Commissioners of the CCC, she helped to establish the foundation of the regulated cannabis industry in Massachusetts.  Immediately prior to her appointment, Ms. McBride ran her own solo law office.  Over the course of her career, Britte's focus has been on the creation and implementation of sound and durable public policy.  She has held positions as Chief of the Policy and Government Division and Deputy Chief of Staff of the Massachusetts Attorney General's Office;  Deputy General Counsel to the Massachusetts Senate; and Legal Counsel to the Massachusetts Department of Public Safety within the Executive Office of Public Safety and Security (EOPSS).  Ms. McBride is a graduate of the College of the Holy Cross and Suffolk University Law School.  

David Henry, CFA
David Henry, CFA is a 35-year investment professional knowledgeable in all facet  of the investment business serving Individuals, Foundations & Endowments, and Institutional Pension Plans.  For the past 25 years, David has focused his investment practice with Private Clients.  Prior to his current role as a Financial Advisor with Baystate Financial, he headed up the Private Wealth Practice for the Wellesley Group, served as the CIO for the Family Office of the late Richard Egan, and was Business Development professional for P/E Investments. David chairs the Investment Committee for Northeast ARC. He serves on both Essex County Community Foundation and Montsarret College of Art Investment Committees.  David is also a Board Member and former Treasurer of Historic Salem, Inc. David holds an MBA from the University of Houston, a BBA from the University of Cincinnati and is a Chartered Financial Analyst.  He also maintains Series 7 & 66, along with his Insurance licenses. 

Members | Complimentary
Non Members | Complimentary

Professional Learning Credits
CFA Boston has determined that this event qualifies for 1 PL credit hour under the guidelines of CFA Institute's Professional Learning Program.  If you are a CFA Institute member and a CFA Society Boston member, PL credit for your participation in this event will be automatically recorded in your PL tracking tool. Otherwise, you may upload 1 PL credit to your CFA Institute account in the PL tracking tool. 

Members can register by logging into their Boston specific account. Non-members and CFA Society Global members must create an account, or log into their Boston specific account, to register for this program. Zoom details will be sent following registration. If you do not receive a confirmation email, please ensure you have completed the entire checkout process. 

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