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Episode 7 - “Investing in the Cannabis Industry” with Jordan Youkilis of KEY Investment Partners

39:52
 
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Manage episode 407081581 series 3557551
Contenu fourni par CFA Society Indianapolis. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par CFA Society Indianapolis ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

Recorded August 18th

Jordan tells us how he got into the cannabis business and the road to cofounding KEY Investment Partners in 2018. We discuss various legalization paths in various states and what the structure could look like in Indiana in the future. Jordan describes the different types of business in the cannabis industry and where he sees the best opportunities. We cover the cannabis supply chain from plant to consumer and the ancillary businesses that have popped up to service the industry. Another topic of choice is the challenges and resulting opportunities due to the industries capital constraints.

Jordan’s Book Recommendation –Chasing the Scream – The First and Last Days of the War on Drugs

https://chasingthescream.com/

Guest BioAt 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 led KEY Investment Partners’ investments in springbig, HERBL, XS Financial, PharmaCann and TRP.

Prior to founding KEY, Jordan spent four years as a member of Partners Group’s Private Equity team responsible for sourcing investment opportunities, conducting due diligence, and executing lead, control leveraged buyout transactions for companies between $500 million and $2.5 billion in enterprise value.

Prior to Partners Group, Jordan spent four years with GE Capital predominantly in Leveraged Finance, underwriting debt facilities for business services companies in lower-middle market buyout transactions.

Jordan was born and raised in Cincinnati, OH and attended Indiana University as a Wells Scholar, majoring in Economics & Political Science. Jordan is currently enrolled in a Masters in Consciousness & Human Potential at Maharishi International University. In his free time, Jordan enjoys traveling, skiing, reading & hiking.

Email: jordan@keyinvestmentpartners.com Website: https://keyinvestmentpartners.com/ Podcast: https://keyinvestmentpartners.com/podcast/ Whitepaper: https://keyinvestmentpartners.com/cannabis-2-0/

Who are the hosts?Austin Crites, CFA: Austin is a past-president and current committee member of CFA Society Indianapolis. Professionally, he is the Chief Investment Officer at Aurora Financial Strategies where he manages US-focused, all-cap, style-agnostic equity strategies as the core of client portfolios. Austin is a 2008 graduate of Marian University in Indianapolis where he is now an adjunct professor in the Byrum School of Business.

Matt Henry, CFA: Matt is a Senior Investment Officer at STAR Wealth Management. He is also a Past President and a director of CFA Society Indianapolis. When he’s not managing porfolios, Matt teaches Finance 300 at Ball State University. He enjoys air conditioning, wi-fi, and the conveniences of indoor living.

  continue reading

26 episodes

Artwork
iconPartager
 
Manage episode 407081581 series 3557551
Contenu fourni par CFA Society Indianapolis. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par CFA Society Indianapolis ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

Recorded August 18th

Jordan tells us how he got into the cannabis business and the road to cofounding KEY Investment Partners in 2018. We discuss various legalization paths in various states and what the structure could look like in Indiana in the future. Jordan describes the different types of business in the cannabis industry and where he sees the best opportunities. We cover the cannabis supply chain from plant to consumer and the ancillary businesses that have popped up to service the industry. Another topic of choice is the challenges and resulting opportunities due to the industries capital constraints.

Jordan’s Book Recommendation –Chasing the Scream – The First and Last Days of the War on Drugs

https://chasingthescream.com/

Guest BioAt 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 led KEY Investment Partners’ investments in springbig, HERBL, XS Financial, PharmaCann and TRP.

Prior to founding KEY, Jordan spent four years as a member of Partners Group’s Private Equity team responsible for sourcing investment opportunities, conducting due diligence, and executing lead, control leveraged buyout transactions for companies between $500 million and $2.5 billion in enterprise value.

Prior to Partners Group, Jordan spent four years with GE Capital predominantly in Leveraged Finance, underwriting debt facilities for business services companies in lower-middle market buyout transactions.

Jordan was born and raised in Cincinnati, OH and attended Indiana University as a Wells Scholar, majoring in Economics & Political Science. Jordan is currently enrolled in a Masters in Consciousness & Human Potential at Maharishi International University. In his free time, Jordan enjoys traveling, skiing, reading & hiking.

Email: jordan@keyinvestmentpartners.com Website: https://keyinvestmentpartners.com/ Podcast: https://keyinvestmentpartners.com/podcast/ Whitepaper: https://keyinvestmentpartners.com/cannabis-2-0/

Who are the hosts?Austin Crites, CFA: Austin is a past-president and current committee member of CFA Society Indianapolis. Professionally, he is the Chief Investment Officer at Aurora Financial Strategies where he manages US-focused, all-cap, style-agnostic equity strategies as the core of client portfolios. Austin is a 2008 graduate of Marian University in Indianapolis where he is now an adjunct professor in the Byrum School of Business.

Matt Henry, CFA: Matt is a Senior Investment Officer at STAR Wealth Management. He is also a Past President and a director of CFA Society Indianapolis. When he’s not managing porfolios, Matt teaches Finance 300 at Ball State University. He enjoys air conditioning, wi-fi, and the conveniences of indoor living.

  continue reading

26 episodes

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