Alternative Investing Forum - July 26, 2021
Participating Speakers & Companies
Cecil Page, Co-Founder & CEO, Peli Labs
Cecil Page has dedicated the last eight years of his life to learning the science and art of extracting cannabis, with an emphasis on compliance. He was fortunate enough to become a co-developer with a phytochemist, who took Cecil under his wing. He taught him more advanced processing procedures and the skills to operate at a more significant potential. From there, he funded, built and operated a closed-loop hydrocarbon lab followed by a short-path refinery. When the State of California legalized cannabis manufacturing, Cecil shut down his clandestine (Prop 215) laboratory and pursued lobbying the City of Ojai to create a cannabis manufacturing ordinance. After two years of educating the City Council, Police Chief and Fire Department, the Ordinance was drafted and passed. During those two years of lobbying, Cecil assisted in the design and optimization of Type-6 (Non-Volatile) manufacturing facility in Van Nuys. At the Type 6 facility, he manufactured large volumes of biomass into distilled cannabis oil. He developed SOP's and compliance documents for the facility to comply with State and Local regulations. After eight months of manufacturing for the Type 6 facility, he had the opportunity to design a Type-7 (Volatile) facility for Shryne Group (STIIIZY), one of the giant cannabis brands today. He was quickly promoted to Sr. Extraction Engineer and then assisted with the formulation of new products, marketing, and designing new manufacturing facilities. As the project in Ojai began to get more traction Cecil fulfilled his contract at Shryne Group to pursue his own facility/company: Peli Labs, Inc.
About Peli Labs
Peli Labs, Inc. is a cannabis manufacturing and distribution company located in Ojai, CA (Ventura County). Our team specializes in science, technology, and engineering. Through decades of research and experience in the field, Peli Labs is positioned to heavily disrupt the California cannabis market and intends on vertically integrating in preparation for federal legalization.
Daniel Barnard, Business Development Officer, Financial Architects
Daniel has spent 4 years managing commercial real estate for institutional investors, managing private client investment accounts for 23 years and now helping to raise capital from investors for capital lending purposes and private equity. Dan is advising private US companies primarily in AZ and CA in the areas of marketing, sales, capital raising,and c-suite advisory services.
Dan grew up in Iowa, graduated from Iowa State University with a Bachelors degree with an emphasis in Finance, Economics and Leadership. Dan accepted a coveted position with a Chicago based real estate development, real estate syndicator, and management company JMB Realty, Dan's passion for managing all aspects of real estate evolved into accepting a position with Prudential and working with retail investors. in 1998, Dan created Barnard Wealth Management, Inc and for 23 years built a successful retail financial planning company. After identifying the right partner and negotiating a successful sale of his financial planning practice in 2018, Dan transitioned into the role of advisor/shareholder for several local high tech startup companies and a real estate development company. Dan is now assisting the Financial Architects Team with business development, marketing strategies, wholesaling and opening/operating a new office location in Scottsdale, Arizona.
About Financial Architects Inc.
Financial Architects (“FA”) provides comprehensive financial planning solutions by analyzing a client’s overall financial picture; including tax planning, investment management, and insurance. The firm works in a team approach with CPAs, attorneys and insurance companies to provide solutions to assist clients reach their financial goals.
FA has a strong focus on tax strategy as that is often the single largest impediment to growing net worth and gaining financial freedom. FA has over a dozen unique strategies to reduce the taxes and allow the client to reduce their tax footprint, in other words, to keep more of their own money. Whether the tax liability comes from a business, a salary, or the sale of an asset such as a closely held business or piece of real estate, FA can help.
Davina Kaonohi, CEO, Element Apothec
Davina is the CEO and Co-Founder of Element Apothec. She is a seasoned entrepreneur with over 20 years experience in B2C, tech, and recruiting sectors. Experienced with startup strategy development, leadership, people strategy, recruitment, and organizational development.
Founder, entrepreneur and strategic operational leader.
As a strategic leader and brand creator, Davina is passionate about challenging the norm and making a difference with every company she has worked with. With Element Apothec, Davina brings to the table vast experience in team building, business strategy and operational management and a mission to create good in the world.
About Element Apothec
Element Apothec is a new, disruptive CBD brand redefining the body care and wellness industry.
Element Apothec is the trustworthy brand conscious consumers are demanding. They have created clean, safe and effective products with medical oversight and are committed to complete transparency. They look to disrupt and change, for the better, an industry that has abandoned responsibility for their consumers' well being and health.
Jeff Ullman, CEO & Cofounder, GoodFOR
Jeff Ullman is a multiple serial entrepreneur. Most experts declare entrepreneurs should not admit their defeats but as a life-long entrepreneur I've had a challenging life making lives healthier, wealthier & happier. Changing consumer behavior can be punishing: I know the thrill of ascending unclimbed mountains (making million$ for myself & partners) along with the humility in falling from grace (with grace): Entrepreneur vs. EntreMANURE.
In 1976 I created my first breakthrough socially responsible company, Great Expectations Video Dating and helped 100,000+ couples marry.
In the '80's & '90s co-created 2400+ hours of TV series: Love Connection (12 seasons); TailDaters (4 seasons); Authored: The Singles Almanac; 12 Secrets for Helping Find Love & Commitment; The Lost Love Life of the Workaholic.
I loved helping change romance for the ages. Yet it wasn't long ago when people scoffed at 'losers'; singles who chose a new route to happiness by opting for modern search tools like video dating. Critics cried: "No one will pay to find love!" (Yet I was the first to prove it untrue & exited quite successfully)
My wife Cindy & I created Twoology.com to help couples stay happily together by remembering their Relationship ABCs: Always Be Courting. (Another successful exit)
I've raised million$ for charities; am a non-monotonous monogamist & a devoted dad.
In 2013 I quietly entered the medical cannabis industry helping match people with information that was good for them.
In 2015 I created the YPO (Young Presidents Organization) Cannabis Industry Wealth & Health Group.
In 2016 I dived deeply into pharmacogenetic testing to save my wife's life from Stage 4 metastatic breast cancer: found the right researchers, clinicians & cannabis. She's healthy!
In 2018 my wife, Cindy Ullman, and I created GoodFOR® and invite you to exceed your expectations by finding the wellness products which can be good for you and your loved ones.
GoodFOR’s breakthrough pain products are superior to any other pain topical. They work to relieve aches and pains in seconds, last longer, and are far less expensive. They are so extraordinarily good for pain relief of all kinds that the company guarantees their effectiveness, or double your money back.
As good for health as they are, they are even better for investors who recognize the wealth value. The Company’s global trademarks make it extremely attractive to sell to a buyer with healthcare, beauty, performance, and an infinite array of consumer products and services
Nick Fortune, CEO, Fortune Law Firm
Nick Fortune is an inventor and intellectual creator for many asset protection and wealth strategy patents. He is a frequent guest on a variety of talk and news shows. For the last 28 years, Mr. Fortune has spoken for some of the largest real estate gurus and wealth building organizations in the world and continues to be an advisor to the same. He is the CEO of The Fortune Law Firm, a 32-year national conglomerate encompassed of legal, tax, financial, and business consulting professionals.
About The Fortune Law Firm
The Fortune Law Firm was created with the purpose of taking the wealth-building and tax-savings strategies of the 1% and making them available and affordable to the 99%.
It is not just a matter of finding rare deductions or making unnecessary purchases to qualify for others. It’s not about picking the right stocks or mutual funds (or investments). In fact, it’s not about some compartmentalized approach that you’d get by following the advice of your CPA, your financial planner, or your estate planning or transactional attorney.
Real wealth building is about structuring your business and personal life so that all the moving pieces involved in your finances work in harmony to protect your assets from creditors, predators, the government, and yourself so you can keep more of your hard-earned money.
Princess Viray, Managing Director, Sutter Security Group
Princess joins Sutter Security Group as a Managing Director. She began her career at Merrill Lynch Wealth Management after 15 years as an academic researcher and higher education leader at the University of Vermont.
Prior to acquiring her FINRA licenses at Merrill Lynch Wealth Management, she developed and led a $15 million international Pre-Master’s program to recruit students from China, Indonesia, Bangladesh, Iran, and Korea.
She is a published academic scholar and author of two books, and several articles. During her doctoral studies she was asked to be a global cultural bearer within the Ilokano ethnolinguistic indigenous hand-tap tattooing community.
Her combination of interdisciplinary leadership and her knowledge of global communities and their markets positioned her to enter the financial industry as a trusted advisor to higher education faculty leadership and researchers, global cultural arts equity groups, and institutional business development consultant.
Princess is a graduate from the University of Vermont with degrees in Social Work and Interdisciplinary Studies and has completed her doctoral studies in Education Leadership and Policy.
Holds FINRA Series SIE, 7, 63 licenses
About Sutter Securities
Sutter Securities, Inc. acts as financial advisor to public and private companies in merger and acquisition transactions. Sutter also works with Special Committees of Boards of Directors, an activity in which our principals have had extensive experience. We act for either debtors or creditors in bankruptcy cases. A principal of the firm heads up each assignment; each of whom has more than 35 years experience in the securities industry.
Scott Cohen, President, CEO, Green World Leasing
Scott Cohen has been in Financial Services for over 33 years. His goal is to have clients thrive in abundance. Whether it’s small and mid-sized private sector companies, private equity investment houses, or municipalities and State run agencies, Scott’s goals and core values integrate with various methodologies, ultimately creating legacy.
Earlier in his career, Scott successfully advanced mid-sized finance companies throughout the United States, with scaling strategies and goal attaining, Scott led the way to some of the highest volume and profitability in the alternative financial sector. After many years of successful leadership and management, Scott turned his energy to building his own brand within the mortgage banking industry. It was throughout the late 1990’s until 2007, Scott innovated the mortgage banking process, by creating mortgage products for the Alt-A homebuyer, then selling pools of Collateralized Mortgage Offerings within the securitized and whole loan trading platforms.
After just missing the full impact of the financial crisis, Scott proceeded to reinvent himself by developing and implementing a comprehensive estate planning model for Americans called Later Life Planning®. Utilized since 2008, this methodology has morphed into the business sector, where mid-sized businesses are using Later Life Planning® to successfully expand their businesses.
Currently Scott leads a team of professionals that assist businesses that want to scale-up their operations and increase revenue, by leveraging off-balance sheet equipment leasing and investor capital so companies can meet company milestones.
About Green World LeasingGreen World Leasing is a world-wide equipment leasing company, offering established companies the ability to exponentially scale-up.
Yogi Patel, Founder & CEO, iuzeit
Yogi is the Founder & CEO of the Dallas-based health & wellness technology startup iuzeit. With over 20+ years of team leadership experience, Yogi successfully took his startup from concept to product-market-fit, rethinking how the world shops, while tackling systemic ecommerce problems within the health and wellness space.
Prior to founding his tech company, Yogi’s experience as a leading Sr. Systems Analyst for a Fortune 50 telecom giant expanded his natural talent for bridging the fields of business and technology. Yogi’s ability to use data to solve human problems outgrew his corporate career and became the launchpad for his tech startup. As an entrepreneur, Yogi has raised multiple investment rounds and built a strong network of mentors who work directly with Elon Musk, Reid Hoffman and other similar thought leaders.
His personal and entrepreneurial journey gradually merged as he saw his father achieve successful results dealing with Parkinson's through alternative and Ayurvedic medicine. As relevant consumer pain points were identified on a global scale, the need was clear to streamline the consumer journey, eliminate the 'noise', and allow people to discover and access the right health and wellness information at the right time.
Yogi has expressed his vision of the company as a heavy-hitter in the multi-billion dollar e-commerce and health & wellness industries that actually creates real, positive change in the world. His concept addresses the essential need for access to transparent and trustworthy information for making clear and informed health and wellness purchase decisions. Giving a voice to the user and access to truth in information and direct answers from holistic health professionals is a game-changing approach to health and wellness e-commerce creating community and connection that doesn’t currently exist.
Graduating high school at 15, he earned his BS in computer engineering from Southern Methodist University where he discovered his love of solving difficult problems with innovative data solutions. Yogi’s deep passions include winning at basketball, playing multiple classical Indian instruments, practicing yoga, and researching Ayurvedic healthcare solutions. He is a committed volunteer at BAPS Charities.
iuzeit connects health-oriented people with innovative brands and holistic health professionals to discover, research and purchase health & wellness products and services. iuzeit is the only all-in-one site for easy access to comprehensive information, scientific research, confirmed marketplace reviews, transparent brand intel, and side-by-side comparisons for health and wellness products. Our mission is to connect users with a confidence-inducing network of reliable information, friends, and holistic professionals for making informed purchasing decisions about health and wellness products and services.