Episodes

  • The National & Global Appeal of California Cannabis Brands
    Feb 28 2025

    Speakers

    Keith Cich, Co-Founder, Kanha/Sunderstorm

    Theo Terris, CEO, Uncle Arnie's

    Wesley Hein, Head of Global Brand Expansion, Mammoth Distribution (Heavy Hitters; Papa & Barkley)

    Chris Lane, Chief Marketing Officer, Gold Flora

    About Keith Cich

    Keith Cich is co-founder of Sunderstorm, a leading cannabis company that manufactures and distributes award winning Kanha gummies. The Company revolutionized edibles with nano, fast acting gummies and launched the first line of functional edibles that are doctor formulated. In 2024, Sunderstorm entered the D9 hemp market and opened in Thailand. Prior to founding Sunderstorm, Mr. Cich spent more than a decade on Wall Street in fixed income sales and trading for Merrill Lynch and Barclay Investments. Mr. Cich moved to Northern California and managed commercial real estate projects, including retail, office, and urban in-fill development. Mr. Cich has a B.A. in Economics from Stanford University and an MBA from New York University.

    About Theo Terris

    Theo is CEO of Uncle Arnie’s. Uncle Arnie's is a California-based beverage company “changing the way people perceive, consume and enjoy cannabis”. The company’s mission is to create the world’s most approachable, accessible, and iconic cannabis brand. Per the company website, “we launched our fine line of THC beverages in May 2020. Something about those days seemed ripe for escape to greener pastures. Well, we were right! People love this stuff a million times over! Here’s the secret: Uncle’s Arnie’s tastes terrific, feels fantastic, and costs about as much as a medium soft drink at the megaplex. But unlike a soft drink, it’s fizz-free. And unlike the megaplex, you can talk during this movie! Sometimes people ask, “Who is Uncle Arnie?” Uncle Arnie’s all of us, none of us… it’s an idea, see, about being free to tune in to the frequency of your own station and stay there awhile. No commercial interruptions! Life’s a trip. Drink it up.”

    About Wesley Hein

    Wesley Hein the President of the CDA and currently heads up Mammoth Distribution / Heavy Hitters’ Global Brand Initiatives which includes handling the company's strategic relationships, as well as its legal, licensing and government affairs departments. Wesley has extensive experience in managing high growth companies. Past experience includes co-founder & President of Enigma Records (acquired by EMI), Executive Vice President of the Walt Disney Company's Hollywood Records division, co-founder of Cineaste Software (merged into Kodak), and co-founder of Enigma Digital (acquired by Clear Channel Communications). Wesley also serves on the board of directors of the California Cannabis Manufacturers Association (CCMA), is Head of the Steering Committee of Legal Cannabis for Consumer Safety (LCCS) and is a member of the California Advisory Board of Americans for Safe Access (ASA).

    About Chris Lane

    Chris Lane is Gold Flora’s Chief Marketing Officer, responsible for brand, creative and growth strategy across retail and product businesses. With a background in global creative strategy and brand building, he focuses on building consumer empathy in brands and driving simultaneous top and bottom funnel growth. Previously, Chris was the CMO of Airfield Supply Company, which was acquired by Gold Flora in 2022; and prior the Global Head of Brand at Fiverr (NYSE: FVRR). Chris has worked with many of the leading companies in the world while leading creative agency practices and strategy teams at Method, Bite, WPP, and Edelman. He holds degrees from Santa Clara University in Fine Art and Strategic Communication.

    #stockinvesting #cannabisstocks #cannabisdispensary #cannabisstocks #commercialrealestateinvestor @goldflora_ca

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    1 hr and 4 mins
  • Lending in the Cannabis Space
    Feb 28 2025

    Speakers:

    Anthony Coniglio, CEO, NewLake Capital Partners

    Dan Neville, CEO, Advanced Flower Capital

    Peter Sack, Managing Partner, Chicago Atlantic Group

    About NewLake Property Partners

    NewLake Capital Partners, Inc. is an internally-managed real estate investment trust that provides real estate capital to experienced state-licensed cannabis operators through sale-leaseback transactions, third-party purchases as well as funding for expansions and build-to-suit projects. NewLake currently owns a portfolio of 31 cultivation facilities and dispensaries across 12 states that are leased to single tenants on a triple-net basis.

    About Advanced Flower Capital

    AFC, Inc. (NASDAQ: AFCG) is a publicly-traded, institutional lender that originates, structures and underwrites loans secured by commercial real estate and other types of financing solutions. AFC targets direct lending and bridge loan opportunities typically ranging from $10 million to $100 million across multiple real estate sectors, with a specialization in loans to state-licensed cannabis operators. It is based in West Palm Beach, Florida.

    About Chicago Atlantic

    Chicago Atlantic is a market-leading publicly traded commercial mortgage REIT utilizing significant real estate, credit and cannabis expertise to originate senior secured loans primarily to state-licensed cannabis operators in limitedlicense states in the U.S. We utilize an institutional approach to origination and a “credit-first’ underwriting process with stringent criteria centered around operator performance and strength, collateral, regulatory and market environments, and other factors. Over the years, we have developed a strong reputation among borrowers for delivering on commitments made. Operators choose Chicago Atlantic for our brand recognition, ability to execute on a timely basis, efficient deal process, in-depth industry knowledge, and strong ties to financial sponsors active in the cannabis space.

    #stockinvesting #cannabisstocks #cannabisdispensary #cannabisstocks #commercialrealestateinvestor

    Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain first hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.

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    1 hr and 1 min
  • Ohio Upcoming Catalysts
    Feb 16 2025

    Speaker

    Eric Offenberger, CEO, Vext Science Inc

    Trent Woloveck , Chief Strategy Director, Jushi Holdings Inc

    About Vext Science

    Vext Science, Inc. is a U.S.-based cannabis operator. Vext’s expertise spans from cultivation through to retail operations in its core markets of Arizona and Ohio. Based out of Arizona, Vext owns and operates state-of-the-art cultivation facilities, fully built-out manufacturing facilities as well as dispensaries in both Arizona and Ohio. The company manufactures Vapen™, one of the leading THC concentrates, edibles, and distillate cartridge brands in Arizona. Its selection of award-winning products are created with Vext’s in-house, high-quality flower and distributed across Arizona and Ohio, as well as through Vext’s partnerships in other states.

    About Jushi Holdings

    Jushi is a vertically integrated, multi‑state cannabis operator engaged in retail, cultivation, manufacturing, and processing operations in both medical and adult‑use markets. The Company is focused on building a diverse portfolio of cannabis assets through opportunistic investments, acquisitions, and pursuing application opportunities in attractive limited license markets. Jushi strives to maximize shareholder value while delivering high-quality products across all levels of the cannabis ecosystem.

    #cannabisstocks #marijuana #marijuanastocks #stocks #msos #ohio #cannabisindustry

    Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain first hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.

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    1 hr and 1 min
  • MSO CFOs Discuss State of the Industry
    Feb 16 2025

    Speakers:

    Dennis Logan, CFO, Planet 13 Holdings

    Mario Pinho, CFO, MariMed Inc

    Roman Nemchenko, CFO, Ascend Wellness Holdings

    About MariMed Inc

    MariMed Inc., a multi-state cannabis operator, is dedicated to improving lives every day through its high-quality products, its actions, and its values. The company develops, owns, and manages seed-to-sale of state-licensed cannabis facilities, which are models of excellence in horticultural principles, cannabis cultivation, cannabis-infused products, and dispensary operations. MariMed has an experienced management team that has produced consistent growth and success for the company and its managed business units. Proprietary formulations created by the company’s technicians are embedded in its topselling and award-winning brands, including Betty’s Eddies, Nature’s Heritage, InHouse, Bubby’s Baked, K Fusion, and Vibations: High+ Energy.

    About Planet 13 Holdings

    Planet 13 is a vertically integrated multi-state cannabis company, with award-winning cultivation, production and dispensary operations across its locations in California, Nevada, Illinois, and Florida. Home to the nation’s largest dispensary, located just off The Strip in Las Vegas, Planet 13 continues to innovate with the recent debut of its first consumption lounge in Las Vegas, DAZED!

    About Ascend Wellness Holdings

    AWH is a vertically integrated multistate cannabis operator with licenses and assets in Illinois, Michigan, Ohio, Massachusetts, New Jersey, Pennsylvania, and Maryland. AWH owns and operates dispensaries and seven state-of-the-art cultivation facilities, growing award-winning strains and producing a curated selection of products for retail and wholesale customers. AWH produces and distributes its in-house Simply Herb, Ozone, Common Goods, 'Effin and Royale branded products. AWH also produces and distributes products on behalf of its brand partners including Miss Grass, Lowell Smokes, Flower by Edie Parker, 1906, and AiroPro.

    #cannabisstocks #marijuana #marijuanastocks #stocks #financemotivation #msos

    Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain first hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.

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    56 mins
  • CANOPY GROWTH USA STRATEGY
    Nov 22 2024

    Speakers

    David Klein, CEO, Canopy Growth

    Judy Hong, CFO, Canopy Growth

    About Canopy Growth:

    Canopy Growth Corporation, together with its subsidiaries, engages in the production, distribution, and sale of cannabis and hemp-based products for recreational and medical purposes primarily in the United States, Canada, Germany, and internationally. It operates through Canada Cannabis, International Markets Cannabis, and Storz & Bickel segments. The company offers dried flower, pre-rolled joints, oils, softgel capsules, infused beverages, edibles comprising gummies, and topical formats, as well as vaporizer devices. It sells its products under the Tweed, 7ACRES, DOJA, Deep Space, HiWay, Maitri, Twd., Vert, Spectrum Therapeutics, Canopy Medical, Storz & Bickel, Martha Stewart, and Wana brands. The company was formerly known as Tweed Marijuana Inc. and changed its name to Canopy Growth Corporation in September 2015. Canopy Growth Corporation was incorporated in 2009 and is headquartered in Smiths Falls, Canada.

    #canopygrowth #cannabisstocks #cannabisdispensary #cannabis #cannabisinvestment

    Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain first hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.

    Follow us on http://zuanicassociates.com

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    54 mins
  • Post Election Scenario for the Debt Capital Partners
    Nov 5 2024

    We will discuss the regulatory outlook, the post election scenarios for the US cannabis industry, and the potential opportunities for debt capital providers (AFCG, FiSai, and REFI)

    Speakers:

    Peter Sack, Managing Partner, Chicago Atlantic Group

    Dan Neville, CEO, Advanced Flower Capital

    Erich Griffin-Mauff, Partner, FiSai Investments

    About Chicago Atlantic Group

    Chicago Atlantic Real Estate Finance, Inc. (REFI) is an externally managed commercial mortgage real estate investment trust, incorporated on 3/30/21, that became public via an IPO in Dec’21. REFI’s loan portfolio is primarily comprised of senior loans to state-licensed operators in the cannabis industry, secured by real estate, equipment, receivables, licenses, and/or other assets of the borrowers. REFI is externally managed by Chicago Atlantic REIT Manager, LLC (wholly owned by Chicago Atlantic Group, LP), which is paid management fees and incentive compensation.

    About Advanced Flower Capital

    Advanced Flower Capital is the first NASDAQ-listed commercial mortgage REIT (AFCG) that provides institutional loans to state law compliant cannabis operators in the United States. It aims to provide attractive risk-adjusted returns through investments with significant collateral, modest loan to value and favorable pricing, driving target average portfolio gross yields of 12% – 20%+. It targets direct lending and bridge loan opportunities typically ranging from $10Mn to $100Mn. According to management, AFCG’s robust investment review process includes market research, management underwriting and in-depth due diligence. The management team has collectively structured over $15 billion in loan transactions and taken four companies public. AFCG’s BBB+ investment grade rating was affirmed by Egan-Jones in September 2023. The company is based in West Palm Beach, Florida.

    About FiSai Investments

    FiSai Investments is a U.S.-focused private cannabis fund with approximately $240mm AUM, targeting top Multi-State Operators (MSOs) through primarily senior secured debt, ensuring substantial asset coverage and downside protection. Our mission is to capitalize on emerging opportunities in the rapidly growing cannabis sector while exploring additional investment avenues, including leveraging existing positions, bridge financing, restructurings, equity, and convertible securities.

    #cannabis #cannabisstocks #marijuana #marijuanastocks #stocks #financemotivation #commercialrealestateinvestor

    Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain first hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.

    Follow us on http://zuanicassociates.com

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    1 hr
  • The Growing Hemp-Derived Delta 9 Drinks Market
    Nov 5 2024

    Call them "weed drinks", hemp-derived Delta 9 drinks, or "alternate drinks", the buzz around the category is real. Also, unlike flower, vape, and edibles, THC drinks remain a very small part of dispensary sales less than 2%, whereas HDD9 drinks have found a large "niche" online and at age-gating retailers (and have garnered the interest of large established distributors) in states where legal.

    Speakers:

    Christopher Lackner, Founder/President, Hemp Beverage Alliance

    Adam Terry, CEO & co-Founder, Cantrip

    Brandon Harshbarger, President, Cheech & Chong

    Art Massolo, VP Business Development, Cycling Frog

    #THCDrinks #HempBeverages #weedDrinks #Hempindustry #HDD9Drinks #Cannabis #DrinkAlternatives #cyclingfrog #cheechandchong #cantrip

    Renowned analyst Pablo Zuanic conducts insightful interviews with key figures in the cannabis industry, helping investors better understand the dynamic sectoral landscape and gain first hand knowledge of the various operators. Zuanic & Associates is a boutique equity research, consulting, and advisory firm covering the emerging consumer sectors. Led by renowned Wall Street analyst Pablo Zuanic, the firm covers companies in North America and overseas, publishing both thematic and stock-specific research. The firm’s publications are often covered by the business wires, trade publications, and social media.

    Follow us on http://zuanicassociates.com

    pablo.zuanic@zuanicgoup.com in

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    Disclaimer: The content presented in this video clip is an integral part of Zuanic & Associates’ due diligence and research process. The views and opinions expressed by the speakers are solely their own and do not necessarily represent the views or opinions of Zuanic & Associates, its affiliates, or its employees. Zuanic & Associates may have current or future business relationships with the companies or individuals mentioned in this video; however, any such relationships are not intended to influence the content presented herein. This video is provided solely for educational and informational purposes. This video is not intended as investment advice, nor should it be construed as a recommendation to engage in any investment activity. Investors are encouraged to conduct their own thorough research and analysis and to seek advice from qualified financial advisors before making any investment decisions. The information contained in this video should be used as a supplementary tool, not as the sole basis for any investment decision.

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    1 hr and 7 mins
  • Florida Post Nov 5th
    Nov 1 2024

    Speakers:

    Robert Groesbeck, co-CEO, Planet 13 Holdings

    Robert Beasley, CEO, Cansortium Inc.

    Michael Minardi, Senior Partner, Minardi Law

    About Robert Groesbeck:

    Mr. Groesbeck played a key role in the supporting and founding of several businesses. He is a long-time Nevada resident and a seasoned entrepreneur and legal professional with over 30 years of experience, including service as the Mayor of the City of Henderson from 1993 to 1997. Planet 13 is a vertically integrated multi-state cannabis company, with award-winning cultivation, production and dispensary operations across its locations in California, Nevada, Illinois, and Florida. Home to the nation's largest dispensary, located just off The Strip in Las Vegas, Planet 13 continues to innovate with the recent debut of its first consumption lounge in Las Vegas, DAZED!

    About Robert Beasley:

    As the leader of Florida-based FLUENT and parent company Cansortium Inc., Robert Beasley provides deep expertise in cannabis law and business development for the multistate operator. FLUENT is one of Florida’s top cannabis companies and has licenses in Pennsylvania, Michigan and Texas. The native Floridian got his start in cannabis by working closely with lawmakers and regulators to initiate the medical cannabis program in his home state. From there, he pivoted his law practice to focus on the cannabis industry and served as a consultant, overseeing the development of businesses within the emerging cannabis marketplace in multiple states. After serving the Board of Directors for FLUENT as a consultant and assisting in the revitalization of one of Florida’s largest vertically integrated medical cannabis companies, Robert was appointed CEO in September 2020. His background includes working with cannabis companies in Oregon, California and Washington, D.C., on licensure, establishing financial networks and construction of multiple cultivation and processing facilities.

    About Michael Minardi:

    Michael C. Minardi is the Senior Partner at Minardi Law. For over 20 years, Michael has dedicated his practice to fighting for clients charged with cannabis crimes and advocating for cannabis law reform and personal freedoms. His passion has driven him to learning and understanding medical and legal cannabis laws in the State of Florida and throughout the country. Michael’s practice represents clients in corporate cannabis consulting, application preparation, lobbying, forfeiture matters, civil litigation, and criminal matters. He has won many medical cannabis cases, including several landmark high-profile cases in Florida. He won the first and second jury trials in Florida presenting the medical necessity defense to cultivation and possession of cannabis charges. Michael is leading the charge to legalize marijuana as the Campaign Manager of Regulate Florida. Michael continues to be at the forefront in Florida in educating the public on the safety of cannabis and bringing light to the harm being perpetuated by current laws.

    #planet13 #cannabisstocks #cannabisinvestment #cannabisdispensary #floridacannabis #FLUENT #Cansortium #cannabis

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    1 hr and 4 mins