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:

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

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

With 11,000+ wineries in the US alone and thousands of wines to choose from, it can be difficult to understand what makes a truly "investment-grade" wine.

In this episode, Callum Woodcock (Founder - WineFi) explores the factors that define investment-grade wine.

Links

1. ⁠Callum on LinkedIn⁠

2. WineFi on Twitter

3. WineFi Website

With retail investment in alternative assets expected to double by 2028, fine wine looks set to enter the mainstream.

In this episode, Callum Woodcock (Founder - WineFi) explores what this asset class can offer investors.

Links

1. Performance (Source: Liv-ex)

2. Sharpe Ratio (Source: Cult Wine)

3. Callum on LinkedIn

4. WineFi on Twitter