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Three investors across the capital stack sit down with moderator AnnaRae Grabstein (Wolf Meyer) at CannaBev Summit 2026 to answer a foundational question: is this category investable right now? Ryan Lake from JP Morgan's beverage investment banking group, Ian Dominguez from Delta Emerald Ventures, and Brian Rosen from InvestBev ($700mm under management, beverages only) bring three different vantage points to the same conclusion: capital is available for founders who build track record.

The panel covers why beer distributors hold the keys to scale (and why betting against them is a losing proposition), how COD economics and distributor lobbying power make the three-tier path the most pragmatic route to market, what velocity metrics actually unlock investment capital, and how the post-November/December regulatory landscape could trigger a wave of M&A. We also get into margin profiles at distribution scale, the Jim Cook / Boston Beer playbook for building pull, and why an extension without restrictions is dead in the water.

The full Delta Dispatch is invite-only. Request access at https://deltaemerald.substack.com/.

Affari

Investimenti

Società e Cultura

Inglese

Stati Uniti

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MOSTRA NOTE 🔗

00:00:00Introduction

00:00:22Opening Remarks

00:01:30Speaker Introductions

00:02:03Willie's Remedy Series A

00:03:52Is the Category Investable?

00:06:52Macro Context and JP Morgan's Role

00:10:05Three-Tier Distribution Strategy

00:12:37Beer Distributor Leverage

00:15:27Distribution Market Dynamics

00:18:55COD and Capital Float

00:21:28What Capital Looks For

00:27:20Margins and the Jim Cook Playbook

00:30:14Exit Partners and M&A Pathways

00:33:57Public Markets and IPO Potential

00:37:09Regulatory Scenarios

00:40:47Extension Realities

00:42:51Velocity Metrics and Final Q&A

TRASCRIZIONE 🔗

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