Sign In
Manage PermissionsManage Permissions
Export Event


CFAOC Luncheon Event:  Opportunities in Wine Investing

Event Description

Opportunities in Wine Investing ​
Jörn Kleinhans, CFA
Managing Director, Sommelier Capital
January 18, 2018  ~ 11:30 a.m. - 1:30 p.m. (Luncheon)
The Pacific Club, Newport Beach

The great wines of France, Italy, Spain, Germany and California have been sought-after collectibles for many decades. With the recent proliferation of trading exchanges, and heightened consumer interest and sophistication, a new asset class is born-and it offers long-term, attractive returns for qualified investors.

Sommelier Capital Advisors has been the pioneer in professional management of this alternative asset class of high-end wines, using an expertise-driven and conservative investment strategy of active portfolio management. The strategy is open to high-net worth individuals and institutional investors alike.

About the Speaker:
Jörn Kleinhans, CFA is the founder of Sommelier Capital Advisors, a boutique asset management firm specializing in investment grade wine, based in Orange County.

Previously, from 2007 until 2013, he was a Vice President in the Portfolio Management Group of PIMCO in Newport Beach.

Prior positions included management of a structured finance group at KPMG Risk Advisory, and several years as a bond portfolio manager at INVESCO. He was also a chartered banker in the German Norddeutsche Landesbank system before he moved to the United States in 2001.

Joey has more than 17 years of experience in portfolio management, with a particular focus on structured finance. Joey has degrees in Business (undergraduate) Mathematics (graduate) as well as Finance (graduate), and is expecting a PhD from the University of California, Irvine in May 2018. He is a member of the Editorial Board of the Journal of Structured Finance, a Chartered Financial Analyst, certified Financial Risk Manager and a Fulbright Scholar.

Event Type

Society; Educational

Education Topic

Alternative Investments

Start Time

1/18/2018 11:30 AM

End Time

1/18/2018 1:30 PM


Newport Beach



Event Country


Event Region


Location Info

​The Pacific Club

4110 MacArthur Blvd.

Newport Beach, CA 92660


Jörn Kleinhans, CFA

CE Credits


SER Credit




Member Price


Non-Member Price


Candidate Price



All Day Event





Content Type: MyCFA Calendar
Created at 1/2/2018 12:46 PM by
Last modified at 1/2/2018 12:46 PM by