March 24 2021
Media & Presentations
NEWS
SHAREHOLDER INFORMATION
XS Financial trades on the Canadian Securities Exchange (“CSE”), under the symbol “XSF” and the OTCQB, under the symbol “XSHLF”
Transfer Agent
For information relating to your share position, please contact Odyssey Trust.
Website: odysseycontact.com
Telephone: 1-587-885-0960.
Investor Relations
For all other inquiries, please contact Investor Relations.
Email: ir@xsfinancial.com.
Telephone: 310-683-2336.
TEAM
David Kivitz
CEO & Director
Previously Managing Partner and Co-Founder of Alta Verde Group, awarded #3 Fastest-Growing Private Company in Los Angeles in 2015. Bachelor of Business Administration from The George Washington University.
Antony Radbod
COO & Director
Founder of Pollen Partners, a SaaS venture capital firm. Co-founder and lead investor of Nobody Media, a leader in digital content strategy and behavioral targeting, whose clients included AARP, Boeing, and Ducati.
Nelson Lamb
CFO
Chief Financial Officer of Organic Garage (TSX-V:OG) and CFO Consultant at PubCo Reporting Solutions. Previously Senior Associate at PricewaterhouseCoopers (PwC).
Jim Bates
Director of Credit
An equipment and leasing professional with over 30 years of managing risk. Served as a Credit Manager for Meridian, Whitney Bank, SunTrust Equipment, AIG Equipment Finance, Transamerica Equipment Finance, NationsCredit, CAT Financial, and more. Bachelor of Science in Business Administration from Western Illinois University.
Trevor Kross
VP of Procurement
Extensive experience in cannabis extraction and maintenance of laboratory equipment as well as regulatory knowledge in both pharmaceuticals and cannabis. Former Inventory Control Manager with KB labs, and an Extraction Lab Team Lead with Tryke Companies. Bachelor of Arts in Biology with a minor in Chemistry from the University of Boston.
Ken Senter
Client Services Director
A Certified Lease and Finance Professional with over 25 years of management and training experience. Ran a leasing and finance consulting group for 15 years handling all aspects of required capital funding. Bachelor of Science in Business Administration from the University of Southern California.
Justin Vuong
VP of Corp. Development
Hands-on experience working with middle-market public and private companies. Former Consumer Investment Banker at Roth Capital Partners and Mufson Howe Hunter. Master in Science in Finance from Villanova University.
Carol Brooks
Compliance Manager
Over 30 years of experience in compliance and documentation for the equipment leasing industry. Has worked within all lifecycles of equipment leasing and familiar with federal and state regulations.
Gary Herman
Independent Director
An experienced investor and board member in developing and growth-stage companies. Previously a Fund Manager at Strategic Turnaround Equity Partners, Abacoa Capital Master Fund, Ltd., and an investment banker with Burnham Securities, Inc.
Stephen Christoffersen
Independent Director
Chief Financial Officer (CFO) for KushCo Holdings (OTC:KSHB). Managed a $500MM equity portfolio for Comerica Bank and advised on M&A and fundraising initiatives for seed and growth-stage companies.
UPCOMING EVENTS
XS Financial To Present At The Lytham Partners Spring Conference And Roth Capital Virtual Golden Cannabis Day
March 30-April 12, and April 7 2021
Lytham Partners is one of the country’s leading investor relations firms. Their investor conferences are an ideal platform for bringing public companies and investors together. This event is focused on connecting companies with institutional investors in a virtual 1×1 format with a focus on communicating positioning and strategies for 2021. The Company’s Chief Executive Officer, David Kivitz, and Chief Operating Officer, Antony Radbod are scheduled to attend and connect virtually to an online audience through 1×1 meetings.
To arrange a virtual one-on-one meeting with XS Financial management, please contact Lytham Partners at 1×1@lythampartners.com.
Annual General Meeting
Financial Statements and the Management Discussion and Analysis for the most recent quarter ended is available on the website. For all of the previous financial documents please refer to the Company’s profile on SEDAR.
FS + MD&A Circular + ProxyGovernance
The Board of Directors of XS Financial is responsible for ensuring sound corporate governance in order to promote a culture of integrity. Our governance policies ensure that we conduct ourselves and our business in a responsible and ethical manner and that we act in the best interest of our shareholders. Practices and policies are periodically reviewed to comply with best practices.