Episode SummaryIn this episode of Signals, Nick Mazing sits down with Jess Raggio, VP of Revenue Marketing at AlphaSense. They dive deep into what Revenue Marketing (aka Demand Generation) does, as well as the modern marketing technology stack that enables sophisticated programs at scale. First Jess discusses what a modern B2B SaaS revenue marketing team does, going over touchpoints, and flows across the buyer’s journey. Then she discusses the variety of platforms and tools that are involved in the execution of marketing programs, starting with CRM (Customer Relationship Management) platforms like Marketo and HubSpot. She then goes over the basics of email marketing and email marketing campaigns. Jess also covers a number of considerations regarding webinars and webinar technologies. In the next part, Jess covers the importance of the website: from scalable content management, to instant personalization based on visitor industry and persona. The final program that Jess discusses with us is search and display ads. The episode provides a great overview of the building blocks of modern B2B SaaS marketing programs, and the technology stack behind them. Guest-at-a-Glance💡 Name: Jess Raggio 💡What they do: VP of Revenue Marketing💡Company: AlphaSense💡Noteworthy: Experienced in B2B marketing for nearly 20 years, witnessed and contributed to numerous marketing transformations.💡 Where to find them: LinkedInKey InsightsThe Role of Modern Marketing TechnologyJess Raggio delves into the significance of marketing technology (MarTech) in today's B2B landscape. With buyers present across various channels, it's crucial for marketers to ensure a seamless brand experience. This includes interactions with sales reps and marketing engagements. The challenge lies in scaling these efforts, especially with limited resources. Tools like HubSpot and Marketo, foundational CRM tools, store customer data and automate processes. They also harness AI to offer personalized experiences across channels, understanding buyer intent and guiding them through their journey.The Power of Websites in B2B MarketingWebsites play a pivotal role in the B2B marketing engine. Most buying activities, from research to product comparisons, occur digitally. A website is the primary interface between prospects, customers, partners, and investors. Modern websites need to be scalable, built on easy-to-manage content management systems like WordPress. This allows for regular updates without heavy reliance on developers. Personalization is key, with tools like Mutiny offering tailored experiences based on visitor traits.The Impact of Paid Media in B2B MarketingPaid media, encompassing paid search and display ads, is a potent channel for marketers. It targets buyers at various journey stages with ads tailored to their current needs. Paid search ads, for instance, appear based on keyword searches on platforms like Google. They target high-intent leads, even those unfamiliar with the brand. Display ads, on the other hand, build awareness among potential future customers. Integrating these with CRM systems offers insights into lead quality and enhances campaign impact.

Episode SummaryIn this episode of Psychedelic Investment Insights, host Nick Mazing from AlphaSense sits down with Dan Ahrens, the portfolio manager at AdvisorShares Psychedelics ETF (NYSE: PSIL). Together, they delve into the rapidly evolving world of psychedelic investments and the key differences between investing in the psychedelic and cannabis sectors. Dan highlights the importance of understanding the psychedelic market as a biotech-driven industry and discusses its unique challenges and opportunities.Throughout the conversation, Dan outlines the factors investors should consider when examining psychedelic companies, such as their intellectual property and FDA pipeline. He also shares valuable insights about the major players in the sector, including Compass Pathways and Cybin, and how their groundbreaking treatments have the potential to revolutionize mental health care.Finally, the discussion turns to the advantages of investing in a psychedelics-focused ETF, like AdvisorShares' PSIL, which offers investors transparency and exposure to a curated selection of innovative companies within the industry. This episode is a must-listen for anyone interested in the growing field of psychedelic investments and the future of mental health treatments.Guest-at-a-Glance💡 Name: Dan Ahrens💡What they do: Portfolio Manager, AdvisorShares Psychedelics ETF (NYSE:PSIL)💡Company: AdvisorShares💡Noteworthy: Expert in cannabis and psychedelic investments💡 Where to find them: LinkedIn Twitter Dan’s Book on Cannabis InvestingKey InsightsDifferentiating Cannabis and Psychedelic Investments In the episode, Dan Ahrens highlights the key differences between investing in cannabis and psychedelics. While cannabis stocks are evaluated based on revenue, cash flow, balance sheet, and survivability, psychedelic investments are treated more like biotech stocks, trading on intellectual property and FDA pipeline. These investments can be volatile, but offer long-term potential. Understanding these differences is crucial for investors looking to enter the psychedelics market.Potential Applications of Psychedelics in Mental Health Treatments Dan Ahrens discusses various studies examining the use of psychedelics, such as ketamine and psilocybin, in mental health treatments. The episode covers potential applications for depression, treatment-resistant depression, ADHD, and Alzheimer's. These promising developments showcase the potential of psychedelics in addressing a wide range of mental health issues and underscore the value of investing in this emerging sector.Key Holdings in AdvisorShares' Psychedelic ETF (PSIL)Dan Ahrens shares insights on the largest holdings in the AdvisorShares Psychedelic ETF (ticker: PSIL), which offers daily transparency on its investments. Compass Pathways and Cybin are among the top holdings in the fund, both working on psilocybin-based treatments. The ETF aims to provide pure exposure to the psychedelics sector, avoiding companies that only dabble in psychedelics. This approach allows investors to gain targeted exposure to the promising world of psychedelic therapies.

Episode SummaryThe haphazard state-level legalization of cannabis in the US has created a patchwork of vastly different regulations across states, from growing to retail licensing. How do we make sense of the opportunities that exist? We spoke with Aaron Edelheit, an investor in both public and private companies in the space. Aaron gave us an overview of the absurdities at the federal level, including how cannabis ended up as a Schedule I drug, what states have been doing over time in terms of medical and recreational use legalization. He also dives deep into the inefficiencies created in the market, in part because most institutional investors cannot participate. As one of the pioneers who turned the single-family house rentals into an institutional asset class, Aaron is reminded of how he was alone buying foreclosed houses literally on the steps of courthouses in the Southeast for years before “the big boys” showed up and prices skyrocketed. We further talked about the challenges of the cultivation of consistent product at scale, and why a certain grower in California is well-positioned with a large bank of greenhouse capacity and perfect climate. Further, we look into the future: will it be a brand-dominated industry, or will it be a commodity? We also touched on Aaron’s book, where he meticulously researched the benefits of unplugging from it all for one day a week. ##Guest-at-a-Glance💡 Name: Aaron Edelheit💡 What he does: He’s the CEO of Mindset Capital.💡 Company: Mindset Capital💡 Noteworthy: Aaron is a crossover investor who is very heavily involved in the emerging cannabis space. Additionally, he is the published author of The Hard Break: The Case For The 24/6 Lifestyle.💡 Where to find Aaron: LinkedIn | Twitter##Key Insights ⚡ Cannabis has medicinal value despite being classified as a Schedule I drug. Cannabis is a Schedule I controlled substance, meaning it has huge abuse potential and no accepted medicinal purpose. But is this really accurate? Aaron says, “How many people have overdosed from cannabis this year? Zero. How many people have overdosed from cannabis last year? Zero. So the medicinal value is we know that it helps cancer patients tolerate their drugs. It is clear pain relief. It helps people with anxiety, post-traumatic stress disorder. There is an approved FDA drug that is a synthetic form of cannabis that treats kids with epilepsy. So there are just so many, and now we're finding that it could possibly work against COVID. We're just starting to explore really how cannabis works and how it can work.” ⚡ There’s a conflict between federal and state law when it comes to cannabis legalization. More and more states are legalizing marijuana, but it is still illegal on the federal level. Aaron talks about this conflict. He says, “You have like 38 or 39 states that have basically, like, we're just going to ignore the federal government, and we're going to legalize it in our state for medical. And then you have a number of states who are like, we're just going to make adult use. And what happened? The reason why more and more states are legalizing it is they legalize it, and then they're like, everything gets a little bit better.” ⚡ The cannabis industry is a huge opportunity for investors. As an investor heavily involved in the cannabis space, Aaron thinks that it’s one of the most promising investments. He says, “This is just a small

Episode SummaryShould your company “take a stand” on anything? How should this decision be approached? Will your action, or inaction, become news? In this episode of Signals, we try to answer these questions with Andrew Edgecliffe-Johnson, the US Business Editor at the Financial Times. We first discussed environmental issues, where the interests of shareholders and the broader stakeholders are often very aligned. Andrew discusses how Walmart has become a leader through both its scale and a thoughtful, detailed approach. Social issues vary quite a bit by geography and type, so Andrew offers a framework for decision-making. Finally, we discussed governance issues from a broader perspective, going beyond purely corporate governance mechanics. Guest-at-a-GlanceName: Andrew Edgecliffe-JohnsonWhat he does: Andrew is the US business editor at the Financial Times.Company: Financial TimesNoteworthy: As the US Business Editor, Andrew focuses on themes and concerns running through boardrooms in every industry and the people leading the debate on how business should intersect with consumers, employees, investors, policymakers, the economy, and society.Where to find Andrew: LinkedIn｜Twitter｜FT Profile