Investor Hot Seat - August 27, 2020
Josh Kincaid, Capital Markets Analyst, The Talking Hedge
In a galaxy far far away, Josh was a Securities Risk Analyst managing a $650 million fund in the Investment Banking Industry with proven success in finance, compliance, and operations within a highly regulated industry. He’s experienced the Financial Industry’s stringent regulatory environment and survived a myriad of regulatory changes in the Cannabis Industry.
Yet remains informed of potential changes that could impact the industry, to best leverage his client’s resources and maximize success. Josh has been connecting individuals and businesses within all facets of the supply chain since his internship at the World Trade Center. He keeps a finger on the pulse of the industry utilizing technology and data from HeadSet, New Frontier Data and the Cannabis Alliance, remaining informed by analyzing economic market reactions over the last 6 years.
In his spare time, he produces a cannabis business podcast called The Talking Hedge. Josh is an advisor, as well as a Capital Market Analyst, Director of Finance and contract CFO for companies throughout North America. He has a degree in International Business Management from Western Washington University and a Masters in Finance from City University of Seattle and intends to leverage his resources and expertise to drive the Cannabis Industry further.
SuperChronics is a boutique advisory firm that focuses on cannabis finance, data analytics, risk management, and compliance with an emphasis on strategic partnerships, M&As and international expansion.
David Hess, President & Co-Founder, Tress Capital
A two time cancer survivor, David was introduced to the vast benefits of medical cannabis while undergoing cancer treatments in 2001 and again in 2003. David has since dedicated himself to furthering research, awareness, and business opportunities in the expanding cannabis industry.
David’s proven successes over the past 20 years establishing and working closely with niche businesses stretches across a variety of sectors including marketing and advertising, real-estate, telecom, personal protective apparel and cannabis.
In 2013, David partnered with Asher Troppe, an experienced fiduciary and independent trader on Wall Street with over a decade's experience managing equity and equity portfolios to establish Tress, the cannabis industry’s go to source for private capital, solutions and strategic support.
Tress Capital is a strategic private investment firm embedded at the core of the global cannabis sector originating and managing investments for HNW, family office, and institutional investors. Tress has a track record of successful industry investment and works closely with its companies and the industry providing active value-add support.
The Tress portfolio includes industry leaders such as SC Labs, Headset, Baker Technologies (TILT), Cannabis Now, Grownetics, North Bud Farms, Infusion Biosciences, WasteTrakr and iCAN.
With a unique industry network, unparalleled deal flow pipeline and experienced team with in house niche expertise, Tress Capital is the go to for sophisticated investors seeking competence.
Tress Solutions provides M&A advisory, strategy, business development, and operational support to sector companies.
Douglas Hannah, Partner, Silver Leaf Ventures
Doug has over two decades of experience as a principal investor in private equity and real estate. Completing his first transaction at the age of 17, his career has allowed him to complete over 150 transactions in the last 5 years. Over the years Doug developed a keen sense of market cycles/timing as seen in the short selling of a basket of home builder stocks in 2007/8 followed by the acquisition and exit of several large non-performing loan portfolios as well as platted residential lots in 2009-2015 with institutional capital and high net worth investors.
Douglas graduated from the University of South Florida with a BS in Finance and has been a licensed real estate broker for over 30 years.
A consummate entrepreneur, originator & deal maker Doug has invested substantial personal capital in the cannabis industry. As a result, Doug developed a strong network of industry executives and insiders which has led to multiple outstanding opportunities for the partnership.
Frank Cid, Founder, CrowdChayne
Frank Cid is the founder of CrowdChayne. He has worked in investment banking for over 25 years completing a wide variety of middle market capital formation and advisory transactions in numerous industries. These involve both privately held and publicly traded companies. Mr. Cid is sector agnostic when it comes to raising capital. He works with pre-revenue startups as well as nano-cap, and micro-cap publicly listed companies.Mr. Cid has helped to fund hundreds of companies from the start-up stage and has a working knowledge of taking a company from the early seed stages all the may to an exit whether that be a buy out or an IPO.
CrowdChayne is a functional, user-friendly crowdfunding platform where companies can showcase to potential investors. Investors provide the funding. Businesses get the support. Together, we will grow the financial communities and economies, powering new industries, and creating new jobs.
John Nemanic, Partner, Green Coast Capital International S.A
John is a partner in Green Coast Capital International S.A. Green Coast is an international investor providing flexible and innovative financing to the small-cap and micro-cap marketplace in a variety of sectors. Our team consists of experts in capital markets making quick decisions to provide growth capital to issuers.
John is a serial entrepreneur and investor. As co-founder, Chairman and CEO, he exited 3 very successful Internet start ups. In 2006, Hostopia raised 29.2 million (TSX:H), then sold to Deluxe Communications for $124 Million USD. Tucows was sold to the Steinmetz Group for $45 Million April 1999. Tucows current market cap. is over $600 Million. Internet Direct was merged with Look Communications in 1999 with a deemed value of $560 Million
John's current interests are medical cannabis, cultivation, hemp and CBD start ups, with a focus on Colombia. He is married to Sandra Carrillo MD a leading expert in Cannabis for clinical applications, and was appointed as "Clinical professor in charge of the scientific program for cannabis research and education", Faculty of Medicine, University of Panama.
John manages Panamanian and Colombian based businesses. He is a former member of EO Panama and has extensive contacts within Panama. He also is a former member of EO Toronto (1995) and YPO Toronto (1999).
He is actively seeking high-return opportunities to invest in and serve as a director for high-quality cannabis oriented firms. If you are seeking a highly experienced operator, a dynamic leader who understands the growth cycles of start-ups, and how to develop exit strategies please contact John Nemanic.
Green Coast Capital International S.A is a private international investment firm focused on investing in small- and micro-cap publicly traded growth companies. We provide flexible debt and equity structured investments across several international markets.
We seek to invest in high growth and distressed situations. Green Coast Capital International S.A allocates capital across all industries in four core strategies: discounted equity, convertible debt, convertible preferred equity, and undervalued open market opportunities.
We only manage our own capital giving us the ability to make timely and qualified investment decisions.
Kerry Jordan, Co-Founder & Managing Partner, Supercritical
Managing PartnerKerry Jordan’s 25-year career in the financial services industry spans from the early days of electronic trading at Nasdaq, to derivatives structuring at Bank of America in the dot-com era, to hedge fund advisory at RMB Capital. Kerry developed a diverse range of competencies and capabilities that has proven a distinct benefit for executive leadership and board directorship. This experience includes substantial P&L responsibility, detailed understanding of financial modeling and securities structuring, and a deep knowledge of securities sales and trading. Kerry has expertise in interpreting financial statements, audits, and investment portfolios, and translating this information into easy-to-understand terms. She gained her technical proficiency working for large, sell-side financial institutions as well as small, buy-side asset managers. She acquired her academic experience from undergraduate and graduate degrees in finance and the Chartered Financial Analyst program.
Prior to co-founding Supercritical, Kerry was the chief operating officer of D’Orazio Capital Partners, a private equity firm focused on investments in middle market manufacturing and energy-related companies. Prior to joining DCP, Kerry was the director of business development at RMB Capital Management where she managed client development, marketing, and capital raising for its hedge fund division. Prior to RMB, Kerry served as head of development and chief compliance officer for Chicago Capital Management L.P., a risk arbitrage hedge fund. In this capacity Kerry managed the fund’s global capital raising, investor relations, and compliance programs. Previously, Kerry was a director in the global derivatives products group at Bank of America where she focused on the structuring and sale of interest rate, commodity, and equity derivatives for the bank’s Fortune 1,000 clients.
Kerry holds a Bachelor of Business Administration degree from the University of Massachusetts and a Master of Science in finance degree from the George Washington University. She also holds the Chartered Financial Analyst designation and is an active member of the CFA Society Chicago and the CFA Institute. In addition to serving at the chairwoman of the board of directors of Warriors at Ease, Kerry serves on the board of directors of the International Women’s Forum, and the YWCA of Metropolitan Chicago’s Impact Investing Advisory Council. Ms. Jordan lives in Riverside, IL with her four children and their dog Rita.
Name of Company: Supercritical, LLC
Company website: www.supercritical.agency
LinkedIn Company: www.linkedin.com/company/super-critical
Krishnan Varier, Managing Partner, Arcadian Capital
Krishnan joined Arcadian in 2018 to help lead our principal investing activities, including deal sourcing, due diligence and negotiations, bringing more than 15 years of financial services and Wall Street deal-making experience and knowledge. For much of his career, Krishnan served as a healthcare investment banker in relationship coverage roles with Cowen, BofA-Merrill Lynch and Morgan Keegan and has completed more than $6 billion in closed capital raising and M&A transactions.
Krishnan began independently working with companies in the cannabis industry in 2016 in varying capacities as a private investor, mentor, advisor and consultant.
Krishnan completed his undergraduate studies in 2001 at the University of Texas at Austin, where he earned a B.A. in Economics with a focus in Business Administration. He initially gained experience as a wealth manager for AXA Advisors, and later with the Austin-based brokerage firm Eltekon Financial. He then joined Bank of America’s Global Corporate Bank in Charlotte, NC, as part of its Treasury Solutions Group inside sales team covering large-cap industrial corporate clients. Krishnan also holds an MBA from the University of North Carolina at Chapel Hill, Kenan-Flagler Business School, with a double-focus in Finance and Investment Management.
Name of Company: Arcadian Capital
Company website: www.arcadiancap.com
LinkedIn Company;: www.linkedin.com/company/arcadiancap
Matthew J. Nordgren, Founder & CEO, Arcadian Fund
Matthew Jason Nordgren is an ambitious executive, dedicated philanthropist, and accomplished athlete who brings a unique passion for creating strategic alliances. He encompasses a depth of experience in finance, corporate development, and capital sourcing, as well as in building highly motivated teams of skilled professionals.
In 2005, Mr. Nordgren received his education at the University of Texas at Austin, while playing football for the Texas Longhorns Football Team. As a quarterback on a National Championship winning team, he developed skills that would be carried through his lifetime and core business philosophies. While playing football on scholarship for The University of Texas, he graduated with two degrees in less than four years and was accepted into and pursued a master’s degree program at the University of Texas. After playing professionally briefly with the Detroit Lions and Philadelphia Eagles, Mr. Nordgren went on to earn a dual master’s degree in both business administration and sports management from the University of Dallas. He was subsequently featured on the Bravo TV show “Most Eligible Dallas,” while becoming a partner in a family business, NORDCO, Inc., a Dallas-based energy firm. This is also when he helped to develop, manage and build his first private equity/family office business with a sports and media focus which lead to a career in running various investment vehicles across a broad spectrum of strategies.
Throughout his career, Mr. Nordgren has been appointed to many executive leadership positions at a wide-ranging group of companies and industries. From real estate to sports and entertainment, from hospitality to insurance and financial services, from emerging industries to later stage leveraged buy outs, he is singularly focused on finding synergistic opportunities in early stage private growth rounds that have upside potential. He is committed to successfully helping manage the overall financial status of his partners businesses and the companies with which he and his partners have interests within.
Mr. Nordgren is currently CEO and Founder of ARCADIAN Fund and ARCADIAN Capital Management, a venture fund/private equity strategy focused on the ancillary service providing companies in and around the cannabis and hemp industries. More specifically, on early to mid-stage growth opportunities where proven businesses are looking for additional equity to continue scaling. He was recently named one of the “Top 100 Most Influential People in the Cannabis Industry” by High Times Magazine and ranked number 3 globally by Business Insider in terms of investment firms focused on the emerging cannabis and hemp sectors. Additionally, he is the founder of Nordco Consulting LLC, a private consulting firm dedicated to the business development of middle market companies with forward-thinking vision. To date, Mr. Nordgren has personally been involved with over $4 billion in transactions and maintains a portfolio of approximately 35 plus companies.
Inspired by his belief that education and athletics can open doors for at-risk youth, Mr. Nordgren launched The Leadership Foundation—an organization committed to giving back to non-profits whose purpose is to empower youth through sports and education. He feels strongly that young people, regardless of their personal circumstances, should have the opportunity for a bright future and the chance to make a positive impact. Furthermore, he is involved with and contributes to numerous philanthropic causes and remains dedicated to giving back.
Name of Company: Arcadian Capital
Company website: www.arcadiancap.com
Personal website: www.MattNordgren.com
LinkedIn Company;: www.linkedin.com/company/arcadiancap