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.
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.
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.