BERLIN GIF

27 June 2023 • Hotel Adlon Kempinski Berlin

2023 Berlin Global Investment Forum Schedule

Tuesday, 27 June 2023

  • 8:15

    Global Investment Forum Introduction

  • 8:30

    Welcome by Golden Eagle Partners

Connecting Investors and Real World Businesses in the Cannabis Space

David Traylor and Matt Daugherty from Golden Eagle Partners welcome attendees. Golden Eagle Partners is a trusted advisor to global cannabis and psychopharmacology companies with a focus on closing strategic and financing transactions that match the near and long-term goals of its clients. Golden Eagle Partners specializes in finding the right transaction to help its clients thrive – mergers, acquisitions, reverse mergers, equity and debt financings, and incremental transactions such as licensing, joint ventures, and co-development arrangements.

David Traylor

David Traylor

SENIOR MANAGING DIRECTOR, GOLDEN EAGLE PARTNERS

Matt Daugherty

Matt Daugherty

DIRECTOR, GOLDEN EAGLE PARTNERS

  • 8:40

    Global Cannabis (THC+, THC-): How Did We Get Here?

As the global cannabis industry continues to emerge, there have been some recent hiccups in the road inetrnationally with valuations falling in North America and other challenges abroad. This discussion will address some of the ups and downs we’ve seen in the cannabis markets around the world, including THC+ and THC- products.

David Traylor

David Traylor

SENIOR MANAGING DIRECTOR, GOLDEN EAGLE PARTNERS

Steve Winokur

Steve Winokur

GLOBAL HEAD OF CANNABIS INVESTMENT BANKING, CANACCORD GENUITY CORP.

Jamie Pearson

Jamie Pearson

INTERNATIONAL CONSULTANT, NEW HOLLAND GROUP

Robert T. Hoban

Robert T. Hoban

MEMBER, CO-CHAIR OF THE CANNABIS INDUSTRY GROUP, & MEMBER-IN-CHARGE OF THE CLARK HILL DENVER OFFICE

  • 9:20

    National Perspective: Evolution of the German Market

Lisa Haag

Lisa Haag

FOUNDER MJ_UNIVERSE

MODERATOR
Peter Homberg

Peter Homberg

PARTNER, DENTONS • HEAD OF EUROPEAN CANNABIS GROUP

Kai-Friedrich Niermann

Kai-Friedrich Niermann

KFN+ LAW OFFICE, FOUNDER

Cornelius Maurer

Cornelius Maurer

FOUNDER & BOARD MEMBER DEMECAN / CEO 420 VC

Germany is the largest cannabis market to date. The country not only operates a reimbursement scheme for cannabinoid-based medicines, but also has a flourishing industrial hemp/CBD market. Now, the German government intends to regulate adult use cannabis. How did the market evolve to date and what will the reality of the future of German cannabis markets look like?

  • 10:00

    Break

  • 10:15

    Near and Mid-Term Outlook: Core-Market Developments in Europe

Matt Daugherty

Matt Daugherty

DIRECTOR, GOLDEN EAGLE PARTNERS

MODERATOR
Dr. Constantin von der Groeben

Dr. Constantin von der Groeben

CO-FOUNDER AND MANAGING DIRECTOR, DEMECAN

Benedikt Sons

Benedikt Sons

CO-FOUNDER, MANAGING DIRECTOR AND CEO OF CANSATIVA GROUP

Daniel Haymann

Daniel Haymann

LEGAL COUNSEL, MME LEGAL

The European Union is a trade union with no borders. Nevertheless, cannabis regulation is a very domestic topic and markets still face different rules and regulations depending on their national regulatory framework. How will the situation look like in a mid-term perspective? How many member states will have regulations for adult use cannabis? How far will harmonization of joint market organization have developed?

  • 10:50

    Lessons Learned? Take-Aways from Success and Failures of the North American Cannabis (THC+, THC-) Markets

David Traylor

David Traylor

SENIOR MANAGING DIRECTOR, GOLDEN EAGLE PARTNERS

Peter Glik

Peter Glik

CHIEF COMMERCIAL OFFICER, ALPEN GROUP

Rob McEvoy

Rob McEvoy

CONSULTANT & PUBLIC SPEAKER TO THE CANNABIS SPACE

Lewis Koski

Lewis Koski

CHIEF STRATEGY OFFICER (CSO), METRC LLC

Hilary Black

Hilary Black

PIONEER, FOUNDER AND ADVISOR

North American cannabis markets are the most developed on a global level. Canada has established regulations for hemp, medicinal cannabis and adult-use markets. The U.S. are still waiting on federal legalization, but there exists a lot of experience on a state level. This panel gives significant insight into what other emerging markets can learn from the success and failures of North American markets.

  • 11:30

    Lunch

  • 12:30

    Cannabis Cultivation in Europe: Mastering the Challenge of Market Saturation, Oversupply and Underperformance

David Engel

David Engel

CHIEF INVESTMENT OFFICER AND MANAGING PARTNER, STELLAR, LLC and FULL MOON INVESTMENTS

Dr. rer. nat. Adrian Fischer

Dr. rer. nat. Adrian Fischer

CO-FOUNDER AND MANAGING DIRECTOR, DEMECAN

Vera Broder

Vera Broder

CEO, MHI CULTIVO MEDICINAL SA.

Different nations across Europe allow for the cultivation, manufacturing and processing of medical cannabis. Few of the facilities are really in operation, fully EU-GMP compliant and able to delver what was promised. Europe’s markets are competing and not collaborating. Few real sales markets other than Germany are established. Some countries like the Czech Republic, France or Poland show tendencies with a rising number of prescriptions and new regulations for patient access. The German market itself is oversaturated and has many regulatory hurdles to consider. All in all, investors should understand the complexity of market dynamics, especially in regard to timeline and planning of such complex ventures.

  • 13:10

    What are the Keys for the Cannabis (THC+, THC-) Sector to Grow Unbounded?

Matt Daugherty

Matt Daugherty

DIRECTOR, GOLDEN EAGLE PARTNERS

MODERATOR
Joel Redelman

Joel Redelman

FOUNDING PARTNER, REDFIELD GROUP; CHAIRMAN, PROMETHEAN BIOPHARMA

Giadha A. DeCarcer

Giadha A. DeCarcer

CTRUST CEO & FOUNDING MEMBER, NEW FRONTIER DATA FOUNDER

Todd Boren

Todd Boren

CO-FOUNDER & CEO, THE ALPEN GROUP

International cannabis markets are still emerging. Some of these markets are more mature than others. International markets are far from harmonization. All of them are restricted by the massive trade barrier of the 61. single convention on the control of narcotic substances. Where are we today and how can strategic investment help to enable a global cannabis industry?

  • 13:50

    Exit Options for Cannabis (THC+, THC-) Companies in Europe and Globally

Alex Revich

Alex Revich

EQUITY PARTNER AT HYBRID PHARM, CANNABIS EDUCATION & MEDICAL PARTNERSHIPS AT LOOSH BRANDS

MODERATOR
Philip Schetter

Philip Schetter

CEO, CANTOURAGE GMBH

Rob Sechrist

Carmen Doran

CEO OF HELIUS THERAPEUTICS, BOARD MEMBER OF THE NEW ZEALAND MEDICINAL CANNABIS COUNCIL

Luc Richner

Luc Richner

CEO FOUNDER, CANNAVIGIA

An old saying claims: “during a gold rush, sell the shovels.” The green gold rush is a once-in-a-lifetime opportunity that arises today. Many entrepreneurs and investors have started in the industry and fist results of over-supply and diminishing opportunity can already be observed. Vertical integration is a buzz-word in our industry, but is it the way to go or should ventures focus on specific core competencies and on secondary supply chains? Because after all, with millions of miners looking to seize the opportunity, you should consider to invest in those who sell the picks and shovels.

  • 14:30

    Break

  • 14:45

    Opening Your Mind to the Future of Cannabis

To truly understand the future of cannabis, it’s important to approach it from different angles and challenge existing perceptions and stigmas. This presentation will offer a fresh perspective on the cannabis industry, exploring its potential from a variety of viewpoints and shedding light on untapped opportunities. By breaking down barriers and opening our minds to new ideas, we can pave the way for a more innovative, inclusive, and successful cannabis industry.

Lisa Haag
Lisa Haag
FOUNDER MJ_UNIVERSE
  • 15:05

    The Opportunity of Cannabis and Science: the Future of the Sector

David Traylor

David Traylor

SENIOR MANAGING DIRECTOR, GOLDEN EAGLE PARTNERS

Giovanni Venturini Del Greco

Giovanni Venturini Del Greco

FOUNDER AND CEO, HERBOLEA BIOTECH

Sebastian Vaughan

Dr. Sebastian Vaughan

CEO, PHYTOME LIFE SCIENCES

Research and development (R&D) in the pharmaceutical industry’s cannabis sector spans a wide range of areas, including plant genetics, novel delivery systems, and the development of plant-based and finished medicines. Despite years of prohibitionist policies causing a research backlog, international drug control regimes now explicitly allow research into cannabis under strict safety and security protocols. As the cannabis industry continues to evolve, R&D is desperately needed to develop innovative products and stay competitive. This panel will explore investment opportunities in R&D to bring cutting-edge cannabis products to market and pave the way for the industry’s future success.

  • 15:45

    From Plan B to Plan A: Navigating Germany’s First Step Towards a Legal Adult-Use  Market in Europe and What That Means for the Global Investment Arena

Globally, consumers spent nearly $40 billion USD on legal THC products in 2022, with Americans accounting for 96% of sales. This encouraging data projects sales to soar to over $76 billion by 2027. While the U.S. Cannabis market has grown to one-third the size of the country’s beer sales, Germany’s plans for cannabis legislation open doors to countless opportunities across Europe and across the map. Industry leaders know the “when” and “why” of Germany’s two-phased cannabis program release, but few have yet to tackle how investors can capitalize throughout the legalization process. With positive ripple effects expected within the European market, all eyes are on Germany’s program. This session will examine both the potential investment strategies and challenges ahead for Germany, what that may mean for the rest of Europe, and how investors and potential operators can position themselves for long-term growth and success in a burgeoning, global adult-use market.

Nic Easley
Nic Easley
CEO 3C CONSULTING & MULTIVERSE CAPITAL MANAGING DIRECTOR
  • 16:05

    One Global Cannabis Industry: Who Will Be the Winners and Losers – Countries, Companies and Technologies

David Traylor

David Traylor

SENIOR MANAGING DIRECTOR, GOLDEN EAGLE PARTNERS

Oliver Lamb

Oliver Lamb

CO-FOUNDER AND INVESTMENT MANAGER, ÓSKARE CAPITAL

Trenton Birch

Trenton Birch

CO-FOUNDER & CEO, CHEEBA AFRICA

Bernhard Babel

Bernhard Babel

CEO, AVEXTRA AG

Bret Worley

Bret Worley

CEO AND PRESIDENT, MC GLOBAL HOLDINGS

The global cannabis industry is still emerging. The commodity cannabis is becoming more and more relevant for conventional industries, from food and health care via fashion to luxury niche segments. With adult use reform coming across several nations, the opportunity for other industries in those countries has been unlocked. The biggest question today is: where are global cannabis sectors going and where will the best investments be?

  • 16:45

    Reception