Session 2 The Three Rs: Risk, Reward & ROI

Growing grapes and making wine are risky endeavours and overall, we do those well. Putting a price on that risk and establishing sustainable returns is too often done poorly. This session brings together a group of insightful speakers who bring an objective outsider’s perspective on how to price risk, margins and benchmarking, and an update on today’s investor/shareholder landscape – even if that means the next generation of the family.

Introduction
Session Chair, Ashley Keegan, FABAL

 
 

Succession planning
Nikki  Owen, Finlaysons

Nikki has a wealth of experience at an international level. She is recognised by her peers, clients and industry publications as efficient, highly regarded and a leader in the private client practice area.
Nikki is a member of the Society of Trust and Estate Practitioners or STEP, a worldwide organisation recognising experience and knowledge in trust and estate practice. She has been recognised by international industry publications such as the Legal 500 as “highly regarded”, “efficient” and noted for her “excellent communication” by Chambers & Partners as a “leader in the field” within the Private Client practice area. She is named in Doyles Guide 2020 as a leading Wills, Estates and Succession Planning lawyer in the SA legal market.
Nikki advises on succession planning, asset protection, wills, enduring powers of attorney, advance care directives, probate and estate administration matters. Nikki worked within one of the largest agriculture sector legal teams in the UK, and was often recommended by NFU Mutual to their farming families to assist with their succession planning, and estates comprising agricultural and business property

Why are those gross margins so important?
TBC

 

 

 

The price of risk
Tim  Mableson, KPMG

 

 

 

Equity funding and return on capital in the wine sector
Mark Soccio, AgInfinity

 

 

 

The investor landscape
Stephen Strachan, Langley & Co.

 

Stephen Strachan, Langley & Co.