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.

Session Chair IntroductionAshley Keegan, FABAL
Succession planningNikki Owen, Finlaysons
Why are those gross margins so important?Philip Gregan, NZ winegrowers
The price of riskTim Mableson, KPMG
Equity funding and return on capital in the wine sectorMarc Soccio, AgInfinity
The investor landscapeStephen Strachan, Langley & Co.


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 practised as a solicitor in Bath, England for 18 years, the latter 10 years as a partner and was head of a large Wills, Estates and Asset Protection team. She requalified and was admitted as a lawyer in South Australia in 2015. She 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.
That specific sector experience has been invaluable to farming clients in South Australia, who Nikki is regularly called upon to advise, often referred by
accountants and other professional advisers. Nikki’s personable approach is valued by her clients. Partnered with her professionalism and expertise, this has made her a highly sought-after practitioner who has the client referral rate to prove it.

Tim Mableson, KPMG

Tim Mableson is a Partner at KPMG based in Adelaide.  As a deals advisory and restructuring professional, Tim provides hands-on expertise to assist companies, lenders and other stakeholders achieve results from complex and challenging advisory, restructuring and turnaround situations.  Tim has wide-ranging experience across the wine sector and agribusiness, where he works with different stakeholder groups to sell businesses and assets on both a formal and informal basis. Tim also works with wine businesses to decide and implement strategies for financial and operational improvement. Tim most recently led the sale campaign of the historic McWilliams Wines Group, including being responsible for the operation of that business for a 16 month period

Philip Gregan, NZ winegrowers

Philip Gregan is the Chief Executive Officer of New Zealand Winegrowers, the national industry organisation that represents, researches and promotes the interests of New Zealand grape growers and wine makers. NZW conducts a wide range of activities including: coordination of research programmes to progress the grape and wine industry; provision of a generic marketing platform for New Zealand wine makers in key markets; stewardship of “brand New Zealand wine”; provision of timely and accurate data and business information to grape growers and wine makers; and, representation of industry interests to national and local Government and in international fora. Philip has been with New Zealand Winegrowers and its predecessor, the Wine Institute of New Zealand, since starting as a Research officer in 1983. He has held the role of Chief Executive Officer since 1990. Philip has gained Bachelor of Arts and Master of Arts (Hons) degrees, majoring in Geography, from the University of Auckland

Marc Soccio, AgInfinity

Marc is an experienced industry professional with qualifications in economics, wine production, and business management, offering a unique perspective of industry trends and dynamics, business planning and performance. Following a period working with Rabobank and its clients, Marc now offers tailored economic research and strategic planning services to food and wine sector businesses and industry groups through advisory business AgInfinity

Stephen Strachan, Langley & Co.

Stephen has been surrounded by wine and vines his whole life, growing up on a vineyard in South Australia, advising the Australian Government on wine and agribusiness policy and as chief executive of the Australian wine sector’s peak national strategy and advocacy organisation, the Winemakers’ Federation of Australia.

Joining Langley & Co Advisors in 2011, Stephen works with corporates and family businesses on divestments and acquisitions. A skilled negotiator and pragmatic strategist, Stephen is skilled in business planning and has governance and board knowledge.

His breadth and depth of experience has been formed by a long career in the Australian wine industry. He spent more than a decade at the Winemakers’ Federation of Australia, including eight years as Chief Executive. In this role he led on issues as diverse as taxation reform, industry environmental programs, industry restructuring and leadership development.


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