Running a Wine Fund w/ Jacob Ner-David

Peter Lunzer is a 30-year veteran of the wine trade, and professional wine investor; having deployed £85m+ on behalf of clients. He is also a member of WineFi's Investment Committee. In this episode, Peter and Callum discuss the wine markets, Burgundy, and WineFi's latest co-investment opportunity; 'The Burgundy Collection'. If you are interested in learning more about WineFi's co-investment opportunities and how you can get involved, get in touch at https://www.winefi.co. The audio for this episode was taken from a webinar run by our friends over at Haatch. Haatch are a pre-seed and seed fund offering S/EIS investment opportunities for investors looking to gain access to emerging companies. WineFi has partnered with Haatch to offer diversified, expertly-curated portfolios of fine wine to their client base. Capital at Risk.

Demand for alternative assets, especially collectibles, is at record highs. This is partly due to investors wising up to the return profile of assets like wine, whisky and art, but also platforms making these asset classes far more accessible. In this episode, Callum welcomes Mario von Bergen. Mario is the Co-Founder and Head of Investment at Splint, a leading platform for alternative investments that allows investors to gain exposure from just €50. To find out more, contact Mario at: [email protected]. Use the code "WINEFI50" for €50 towards your first investment. Links 1. Mario on LinkedIn 2. Callum on LinkedIn 3. Splint Invest Website 4. WineFi Website

If you are a wine collector or investor, chances are you have a portfolio of wines worth thousands. Traditionally, the only strategy for "monetising" a collection was to buy, hold, and then sell it down when the time was right to sell to maximise returns. That is until Jera came along. Jera allows wine owners to borrow against the value of their wine portfolios, representing a huge step towards legitimising wine as a bona fide asset class. In this episode, Callum interviews Lily Feng.  co-founder of Jera Wine. A tech entrepreneur and Harvard MBA, Lily has over a decade of experience leading cross-region teams to develop, launch and operate digital products from conception to implementation. Jera is part of Coterie Holdings, the world's leading holding company for fine wine business interests. Coterie Holdings are also the part-owners of WineFi. Lily can be contacted at: [email protected]. Links Lily on LinkedIn Callum on LinkedIn Jera Wine WineFi  

In this episode, Callum (CEO of WineFI) interviews Erik Portanger, Managing Director of Wine Investment SICAV, one of Europe’s fastest growing fine wine investment funds. With more than 300 investors and annualised returns of 8.9% since inception, the fund is regulated by the Czech National Bank and has a minimum investment of €40,000. Links: Erik on LinkedIn Callum on LinkedIn Wine Management SICAV WineFi Contact: Erik: [email protected] Callum: [email protected]

Jacob Ner-David is an entrepreneur with a background in both tech and wine, who founded the picturesque Jezreel Valley Winery in Israel. He is also the founder of VinoVentures, one of the best performing total return wine funds. In this episode, Callum and Jacob discuss Jacob's journey, opportunities for geographic arbitrage in the wine markets, and the nature of fine wine as an asset class. Links: 1. WineFi Website 2. Callum on LinkedIn 3. Jezreel Valley Winery 4. Jacob on LinkedIn

Since 2009, David Jackson and Amphora Portfolio Management have been guiding new investors into this fascinating asset class. In this episode, David speaks to Callum about building Amphora, his predictions for 2024 and which region is the one to watch in his view. Links Callum on LinkedIn Amphora Portfolio Management Website WineFi Website Capital at Risk.

Wine's potential as an investment has been known by collectors for many years, but without formal academic study, has little hope of being taken seriously as an alternative asset in and of itself. Enter Dr. Gertjan Verdickt. Gertjan is Assistant Professor of Finance at the University of Leuven, and one of few academics publishing research into wine as an asset class. In this fascinating interview, Callum and Gertjan look back at twenty years of auction data to understand the potential and secrets to this fascinating asset class. Links 1. Gertjan on LinkedIn 2. WineFi Website 3. Callum on LinkedIn 4. Gertjan on Twitter 5. Gertjan's Website

In this episode, Callum is joined by Alun Griffiths MW, a wine industry legend, and member of WineFi's investment committee. Alun has spent 43 years in the wine trade, primarily in a retail capacity for the first 11 years, becoming Wine Buyer for both Fortnum and Mason and Harrods, before moving to Berry Brothers & Rudd in 1992 where he eventually became Buying Director and head of their entire wine business. Callum and Alun discuss his career, becoming an "MW", China's relationship with wine, and his views on wine as an investment. Links 1. Callum on LinkedIn 2. Alun on the "Masters of Wine" website. 3. WineFi Website

Whether it is Chateau Petrus aged in space, a Bored Ape Yacht Club champagne or a bottle of Chateau Lafite (reputably) owned by Thomas Jefferson, there can be no doubt that wine collectors are prepared to pay eye-watering sums for a piece of history. In this episode, Callum (Founder - WineFi) looks back at the ten most expensive wines ever sold at auction. Links 1. Callum on LinkedIn 2. WineFi on Twitter 3. Invest in Wine 4. The Billionaire's Vinegar

2023 has been a tough year for wine as an asset class, but offers a golden window of opportunity for investors looking to take advantage of suppressed prices to build their portfolios. In this episode, Callum looks back at 20+ years of data to look at the events have driven the wine markets. Links 1. Liv-ex 100 Index: All Time 2. Callum on LinkedIn 3. WineFi Website 4. WineFi Twitter