All posts by PE Podcasts

Shafin Diamond Tejani on the Growing Impact of Technology on Everyday Life

CSE’s Anil Mall was recently joined by Shafin Diamond Tejani, CEO of Victory Square Technologies Inc. (CSE:VST) to discuss the impact of technology on our lives during the COVID-19 pandemic and how he envisions the future as an investor.

In this wide-ranging chat, Shafin reflects on his 25 year career in tech including how VST was conditioned to work-from-home (WFH) with its 20 portfolio companies (4:59), how the pandemic will influence a new era of innovation (10:45), and why he’s particularly focused on the AR/VR and cyber security sectors during times of increased virtualization of our lives (16:43).

Listen until the end to hear how Shafin is managing the balance of fatherhood and WFH, the industries he’s forecasting for sustained growth over the next 10-20 years, the career advice he’d give a younger version of himself, and the well of inspiration and wisdom he regularly taps from hip-hop music.

Related Links
victorysquare.com
thecse.com/en/listings/technology/victory-square-technologies-inc

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Gary Santo on the “Patient” Approach to Growing a US Cannabis Leader

CSE’s Anil Mall was recently joined by Gary Santo, Vice President of Investor Relations, for Columbia Care Inc. (CSE:CCHW), to discuss recent developments at the leading multi-state operator (MSO) as they embark on their next phase in the public markets as a listing on the Canadian Securities Exchange.

In this conversation, Gary shares the founders’ pragmatic reasons for establishing the company in Washington, DC back in 2012 (6:14), why one of the major foundations for the company is rooted in the capture of transactional data (7:59), and how Columbia Care – now in 18 jurisdictions – strategically selects its geographic markets for growth (10:33).

Listen until the end to hear how Columbia Care qualifies targets for M&A (and how much they are willing to pay!), their quick adjustments to assure customer service and fulfillment while operating in the COVID-19 environment, and how they assess the importance of Federal legalization vis-à-vis banking reform in the US.

Related Links:
col-care.com
thecse.com/en/listings/life-sciences/columbia-care-inc

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Iris Bincovich on “Missile Delivery” of CBD Therapy for the Lungs

CSE’s Barrington Miller recently chatted with Iris Bincovich, the CEO of InnoCan Pharma Corporation (CSE:INNO) to discuss their recent patent application. In this chat, Iris shares how her team is designing CBD-loaded exosomes for targeting Coronavirus infected lung cells (2:15), how to improve CBD delivery through an injectable solution (7:53), and her prospects concerning a second wave of the virus later in the year (9:48).

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Bruce Campbell and Richard Carleton Take Stock of 6 Years of Public Cannabis

A special “Cannabis Week” presentation, CSE’s Anna Serin was joined by CSE CEO Richard Carleton and special guest Bruce Campbell, Founder and Portfolio Manager at StoneCastle Investment Management Inc., to recap the (brief) history of the cannabis industry in the Canadian markets, and lend their insights from the front lines of this rapidly evolving industry.

From this chat, the insights shared include Richard’s recollection of how the CSE became a key proponent of the industry some six-years(!) ago (1:19), the one-factor that triggered Bruce to lean into the once-in-a-lifetime investment opportunity presented by cannabis deregulation (7:06), and reflections on the state of the industry before the global pandemic arrived (13:56).

Listen until the end to hear Richard and Bruce’s musing on how starting a cannabis company is like buying a golf course, the impact of COVID-19 on domestic and international cannabis operators, and the growing pains that indicate that the industry still offers opportunity amidst the ongoing business and macro risks of the day.

Disclaimer: The views, information, or opinions expressed during the podcast are solely those of the individuals involved and do not necessarily represent those of the Canadian Securities Exchange and its employees.

StoneCastle Investment Management Inc. Legal Notice

Related Links
stonecastlefunds.ca

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Alan Brochstein on Surviving Cannabis Industry ‘Potholes’ in Pandemic Times

CSE’s Barrington Miller is rejoined by Alan Brochstein, founder of 420 Investor and contributor to New Cannabis Ventures, to discuss the recent issues surrounding the cannabis industry, with a specific focus on what’s happening in the United States and in the stock market.

In this wide-ranging discussion, Alan shares what he thinks are the two major “potholes” on the road to U.S. legalization (3:32), the issues presented by capital constraints in a booming business segment (7:04), the benefits for those that survive the current pandemic crisis in cannabis (10:39), and the industry’s transition from stigmatization to essential service (14:13).

Listen until the end to hear Alan’s thoughts on why banking and research are the next two issues that need to be addressed (18:39), the one mistake investors in U.S. cannabis routinely make (21:14), his biggest cannabis-related disappointment during the pandemic (22:27), the best (and worst) State cannabis rollouts (23:25), why it was important for the industry to shift away from ‘vertical integration’ (30:28), and how the industry will evolve through COVID-19.

Related Links
420 Investor
New Cannabis Ventures

Disclaimer: The views, information, or opinions expressed during the podcast are solely those of the individuals involved and do not necessarily represent those of the Canadian Securities Exchange and its employees.

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Chris Moreau on How Science Fiction Has Inspired a Potentially Lung-Saving Therapy

CSE’s Barrington Miller was recently joined by Christopher Moreau, CEO of Algernon Pharmaceuticals Inc. (CSE:AGN), to discuss his company’s work to develop NP-120 (Ifenprodil) as a new therapeutic in the fight against COVID-19.

In this discussion, Chris outlines how his company focuses on drug re-purposing, a term that is widely understood through the example provided by Viagra (1:04), the important distinction between therapeutic treatments and anti-virals and vaccines (12:14), and why the “grandaddy” of all market approvals is from the USFDA (18:25).

Listen until the end to hear how the company’s name is actually inspired by the title of a science fiction novel, and how the company has a history of investigating compounds developed by the Soviet Union!

(Subsequent to this chat, Algernon announced Health Canada approval to move forward with its PH2b/3 trial here with Ifenprodil as a potential treatment for COVID-19.)

Related Link
algernonpharmaceuticals.com

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Andrew Nelson’s Millennial Primer on Mining Exploration Investment

CSE’s Anna Serin was recently joined by Andrew Nelson, Partner at GNA Financial Advisors Inc., to discuss the many factors involved when evaluating investment opportunities in the mining sector. This wide-ranging discussion pulls generously from Andrew’s investment banking experience in finance and capital markets and serves as a great primer for those new to investing in the space.

In this chat, Andrew describes the “lifeblood” of companies when they are raising new capital (3:17), the pillars of crafting “digestible” messaging for prospective mining sector investors (6:12), and the two key variables that can combine to create exponential value for a mining stock (14:30).

Listen until the end to hear Andrew’s very simple strategy for starting a mining portfolio, his debunking of mining industry stereotypes, and the prospects for gold investing during the COVID-19 pandemic.

Related Links:
gnafinancialadvisors.com

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Hugh Rogers on the Next Opportunity in Infectious Disease Detection

CSE’s Anil Mall was recently joined by Hugh Rogers, CEO of XPhyto Therapeutics Corp. (CSE:XPHY), to discuss how the “science-first” cannabis company prioritizes its focus on formulation, clinical validation, and emerging European markets.

In this discussion, Hugh shares how the company has built a “cultivation independent” operating philosophy that sidesteps the overhead associated with large cultivators (2:29), the newest pillar to their business focused on infectious disease screening (6:00), and the advantages that the company has by sticking firmly to their “science-first” mission (14:41).

Listen until the end to hear Hugh’s insights into how he built his team through unique collaborations at the University of Alberta and the Technical University of Munich!

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Terry Howlett on the Prospects of an Alternative to Alcohol-Free Hand Sanitizer

CSE’s Phillip Shum recently chatted with Terry Howlett, CEO at Ovation Science Inc. (CSE:OVAT), to discuss the company’s current developments in the midst of the COVID-19 pandemic.

In this discussion, Terry discusses his company’s alcohol-free solution to hand-sanitization (1:11), how the DermSafe product was utilized by the Canadian Olympic teams during the most recent two Games (5:20), and the geographic demand for the product in light of the pandemic (9:24).

Listen until the end to hear how their flagship product provides 4-hour protection against germs and how it may be a key tool as society reopens in the coming months.

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Robyn Rabinovich on the Cannabis Sector’s Adjustment to Quarantine Life

CSE’s Grace Pedota recently chatted with Robyn Rabinovich, Senior Account Director, Cannabis at Hill+Knowlton Strategies, to reflect on her professional experiences in the rapidly evolving cannabis industry, dating back to the onset of the MMPR program in Canada.

In this comprehensive discussion, Robyn shares her favourite aspects of working at start-ups like CannTrust and TerrAscend (3:34), how Hill+Knowlton has uniquely positioned itself to provide B2B support to the industry (4:48), defining Cannabis 2.0 and what to expect from the 3.0 era (6:09), and her perspective on the Ontario cannabis retail situation amid COVID-19 shutdowns (11:54).

Listen until the end to hear her thoughts on how new technological applications are benefiting the cannabis industry, the prospects for consumption lounges in Toronto, and the new favourite quarantine pastime for those in the cannabis industry (hint: it’s not product consumption!)

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