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  • Exit Planning Exchange
Exit Planning Exchange
Nov
02

XPX South Florida: The Cannabis Market -A Growing Opportunity or Up in Smoke?

Details

Date & Time

Tue, Nov 2nd, 2021 ⋅ 5:30pm - 7:15pm (EST)

Location

Fort Lauderdale Yacht Club: (Free Onsite Parking) 1725 SE 12th St., Ft. Lauderdale, FL 33316

Tickets

Non-Members Early Bird (through 10/18)
$55.00
Non-Members Regular Fee
$65.00
SF.Net Members Early Bird (through 10/18)
$45.00
SF.Net Members Regular Fee
$55.00
South Florida Members Early Bird (through 10/18)
$45.00
South Florida Members Regular Fee
$55.00
Guests

Registrants

34 people attended
Michael Schiff of Klingenstein Fields Advisors is a member of XPX South Florida
Charles Faron of Osage Advisors, LLC is a member of XPX South Florida
Michael Sluka of Nperspective CFO & Strategic Services is a member of XPX South Florida
JF
VL
+29

We are excited to announce that after a year of virtual meetings, XPX South Florida is hosting a live outdoor event with a panel and networking at the Fort Lauderdale Yacht Club.

Outdoor mezzanine view from the Fort Lauderdale Yacht Club

Join us for an executive-level panel discussion on the trends, changing legal landscape, investment, tax and financial implications of today's Cannabis industry.

Network with fellow professionals interested in the exit planning space and invite a colleague who would benefit from learning about XPX South Florida.

Meet our Panel:

Jason Osni co-founded Old Pal with Rusty Wilenkin after four plus years as the Co-Founder of NATIV, a premiere California cannabis brand that experienced rapid growth prior to its acquisition. After graduating with honors from Fordham Law School and being accepted to Columbia Law School’s Journal of Corporate Law, Jason later found much of his success consulting with some of the fastest growing consumer goods brands in the country. It was Jason’s early vision that helped shape what eventually became Old Pal’s lean licensing model and nationally recognized brand. Additionally, Jason is Founder and Chairman of Haoma, an international clean beauty line which has recently experienced rapid growth since its inception.


Tiffany Liff is the co-founder of Entourage Effect Capital, and has been a successful cannabis investor since 2017. With more than 20 years of leveraged finance and M&A experience, Liff currently manages EEC’s portfolio of investments in over 40 companies for all of its funds and SPVs.




I. Jeffrey Pheterson is a partner at Ward Damon in West Palm Beach who focuses on labor and employment law, business and corporate law, healthcare and complex commercial litigation. Pheterson and the law firm represent business owners and businesses including prospective operators and applicants for medical marijuana treatment center licensure in Florida.




Todd Sherer is a First Vice President at Valley Bank where he is responsible for new business development for specialty clients, particularly in the cannabis industry. A frequent speaker at many of the cannabis industry’s major events, Sherer was previously of Director of Business Development for Kind Growth Capital where he provided over $100 million in debt financing to leading cannabis companies in the US.




AGENDA:

Networking: 5:30-6:00 PM
Program:  6:00-7:15 PM

Registration Fees:

South Florida Members Early Bird (through 10/18): $45.00
South Florida Members Regular Fee: $55.00

Non-members Early Bird (through 10/18): $55.00
Non-member Regular Fee: $65.00

Free Onsite Parking



THANK YOU TO OUR EVENT SPONSORS:

Presenting Sponsor



Welcoming Sponsor


Dessert Station Sponsor




=========================================

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
Michael Schiff of Klingenstein Fields Advisors is a member of XPX South Florida
Michael Schiff
Fiduciary Trust Company International
Charles Faron of Osage Advisors, LLC is a member of XPX South Florida
Charles Faron
Osage Advisors, LLC
Michael Sluka of Nperspective CFO & Strategic Services is a member of XPX South Florida
Michael Sluka
Nperspective CFO & Strategic Services
JF
Jay Feldman
jay feldman inc
VL
Vivian Lara
CohnReznick
Rana Gorzeck of Weiss Serota Helfman Cole + Bierman is a member of XPX South Florida
Rana Gorzeck
Ward Damon, PL
Erik Perlman of Merrill Lynch is a member of XPX South Florida
Erik Perlman
Merrill Lynch
David Weinstein of Lakeside Advisors is a member of XPX South Florida
David Weinstein
CohnReznick
JS
Jamie Shock
TriNet
Thomas Pinckney of Bank Of America Private Bank is a member of XPX South Florida
Thomas Pinckney
Bernstein
BR
Barry Resnick
FriedmanLLP
MG
Michael Gnesin
Kelleher + Holland
Doron Abrahami of Impact Business Builders is a member of XPX South Florida
Doron Abrahami
River Run Consulting Group
Magdalena Waszkiewicz of Brown & Brown Insurance is a member of XPX South Florida
Magdalena Waszkiewicz
Brown & Brown Insurance
Phillip Knapp of Knapp Solutions is a member of XPX South Florida
Phillip Knapp
Knapp Solutions
JP
Jeffrey Pheterson
Ward Damon
TS
Todd Sherer
Valley Bank
John Gullman of Growth Capital Advisors is a member of XPX South Florida
John Gullman
Growth Capital Advisors
TL
Tiffany Liff
Entourage Effect Capital
Russell Cohen of South Florida M & A  Advisors is a member of XPX South Florida
Russell Cohen Cohen
Murphy M & A
JM
John Majer
RSM
EG
Ethan Grossman
Merrill Lynch
Dewayne Naylor of Valley National Bank is a member of XPX South Florida
Dewayne Naylor
Valley National Bank
BS
Basil Sabbak
Ward Damon
Marc Horowitz of Amerivest Business Brokers Group is a member of XPX South Florida
Marc Horowitz
Amerivest Group
CC
Caroline Colone
Valley Bank
BW
Barry Wolfe
Marcus & Millichap
ML
Michael Laur
Taxster
JO
Jason Osni
Old Pal
NS
Norm Stayton
Growth Capital Advisory
MY
Mazal Yehezkely
IDB Bank
CC
Cristina Colone
*
KL
Kelsey Laur
Taxster