Event Profile

POSTPONED: CAIA Chicago presents: Investing in the Legal U.S. Cannabis Market - DATE TBD

Date(s):
March 31, 2020
Note:
All times listed are in local time
Venue:
Roanoke Restaurant
135 W Madison Street
Chicago, IL 60602 
Fee(s):
Free Event
Description:

****The CAIA Association’s highest priority remains the safety and health of our Members and Candidates around the world.

Due to the COVID-19 risk in the United States, the CAIA Chicago event on Tuesday, March 31st, 2020 at Roanoke Restaurant is now postponed with a future date to be determined.****

REGISTRATION FOR THIS EVENT IS NOW CLOSED. Once a future date is decided, you will receive communications regarding the updated event details. If you previously registered for March 31st event and would like to attend this event at it's new future date, you will need to register again as all registrations from the March 31st event will be removed. As always, if you have any questions or concerns, please reach out to us at chapters@caia.org and we would be happy to help.


CAIA Chicago presents:
Investing in the Legal U.S. Cannabis Market 
 
In this presentation, KEY Investment Partners LLC analyzes the growth of the U.S. cannabis market and explains why the private cannabis market is one of the most attractive investment opportunities of our generation.
 
The presentation will discuss the types of products offered in dispensaries, the differences between hemp and marijuana, and the most common uses for medicinal cannabis. In addition, KEY provides an in-depth look at the current status of the political environment today as well as the many possible pathways toward federal legalization.
 
KEY will explain how the unique characteristics of cannabis companies and the U.S. cannabis market have created a window of opportunity for investors that will only exist for a short period in time. They conclude that investors in the ancillary companies, particularly those which have a certain set of characteristics, will be best positioned to take advantage of this window of opportunity.

Speakers
          
Tiby Erdely, Founding Partner, Key Investment Partners 
Peter Karabas, Founding Partner, Key Investment Partners
Jordan Youkilis, Founding Partner, Key Investment Partners
 
Date and Time 
DATE TBD
 
Location 
Roanoke Restaurant
135 W Madison Street
Chicago, IL 60602 

Find it on Map

Roanoke Restaurant
Documents to share:
Tiberio Erdely
Organization: KEY Investment Partners


Tiby is responsible for developing the marketing and client relations initiatives, driving firmwide strategic initiatives, conducting due diligence on deal opportunities, driving proactive outreach for deal sourcing opportunities, and leading co-investment syndication processes. Tiby championed and led KEY’s first investment in BDS Analytics and has sourced and led numerous deals across several subsectors of the cannabis industry, including compliance, media, point of sale, packaging and loyalty programs. Tiby championed the formation of KEY’s advisory board and directed the Firm’s client services initiatives. Prior to co-founding the Investment Manager, Tiby spent three years as a member of Partners Group (USA) Inc.’s client solutions team, where he was responsible for raising flagship funds and sourcing opportunities. While at Partners Group, Tiby worked with the various deal teams learning Partners Group’s approach to sourcing deals and conducting due diligence. Prior to that, Tiby spent four years with Goldman Sachs, working most recently for the Fundamental Equity team in Goldman Sachs Asset Management (‘GSAM’). Tiby has an undergraduate degree in Finance from The University of Texas at San Antonio where he graduated with honors.


Pete Karabas
Organization: KEY Investment Partners


Pete is responsible for sourcing deal opportunities and strategic partnerships, conducting investment due diligence, negotiating legal contracts and leading KEY’s digital marketing efforts. Pete sourced the equity required to close KEY’s first investment in BDS Analytics, led due diligence and now sits on the company’s board of directors. Pete is also responsible for developing KEY’s digital marketing strategy which includes social media efforts, managing KEY’s website, writing white papers and bi-weekly newsletters. Pete focuses on the bio-tech and ag-tech sectors within cannabis for KEY. Prior to founding the Investment Manager, Pete spent three years as a member of Partners Group’s real estate acquisitions team where he was responsible for originating opportunities, conducting due diligence and executing portfolio transactions valued between $300mn $1.5bn in gross asset value. While at Partners Group, Pete closed a total of 12 portfolio acquisitions valued at $2.5bn. Prior to Partners Group, Pete spent three years in Equity Residential’s Investments group. He has an undergraduate degree in Finance and Real Estate from the University of Wisconsin - Madison.


Jordan Youkilis
Organization: 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 has championed and led deals across several subsectors of the cannabis industry including digital advertising, compliance, delivery services and branded products. Jordan is a frequent contributor for cannabis media content, has spoken on numerous cannabis-focused investor panels and is an expert contributor to the Leafwire social media & angel investor platform. Prior to co-founding the Investment Manager, Jordan spent four years as a member of Partners Group (USA) Inc.’s private equity team, where he was responsible for sourcing opportunities, conducting due diligence, and executing control, leveraged buyout transactions in companies with enterprise values of $500mn-$2.5bn. While at Partners Group, Jordan took a “business model first” approach to sourcing deals, targeting niche market leaders providing mission-critical services with high barriers to entry. Prior to Partners Group, Jordan spent four years with GE Antares Capital Corp and General Electric Company, working in leveraged and corporate finance. Jordan attended Indiana University as a Wells Scholar where he graduated with a degree in Economics and Political Science.