Value in the Vines

Friday, 23 October 2026  |  Hunter Valley, NSW

purple grapes from a grapevine

In partnership with

Morgans Financial and Truebell Capital logo lockup

About Value in the Vines

Conference venue & times

Chateau Elan, The Vintage Hunter Valley
Vintage Drive, Pokolbin, NSW 2320 Australia

Full-day conference: 9:00am to 5:00pm
Evening dinner: From 6:30pm

About Value in the Vines

Morgans Scone in conjunction with Truebell Capital are delighted to host the 11th annual Value in the Vines Investor Conference on Friday, 23rd October 2026. This conference offers a unique opportunity for investors to engage directly with the CEOs of their portfolio companies. This exclusive event features insightful company presentations, an elegant evening dinner, and a fireside chat panel discussion, fostering a relaxed and intimate atmosphere. It’s designed to facilitate meaningful connections between senior company executives and investors, enhancing understanding and collaboration in a picturesque setting.

Accommodation

The conference venue is Chateau Elan at The Vintage in the Hunter Valley.

We have secured a block of rooms at Chateau Elan for conference attendees, available on a first come, first allocated basis.

Run of House Room: $362 per night, including breakfast for one guest.
Double occupancy: approximately $32 additional per night, including breakfast for a second guest.

If you would like to be included in our accommodation block, please indicate this on your registration form and we will confirm by return email.

Alternatively, guests may wish to browse other accommodation options in Pokolbin to suit a range of preferences and budgets.

If you require further assistance contact Kylie Eather via email at [email protected] or phone our office on 02 6544 3144.

Conference Program


8:45am - Guest arrival / registration for 9am start

9:00am - Session 1
Heico logo
Victor H. Mendelson
Co-CEO at Heico Corporation 
      
Download Session
      

9:40am - Session 2
Stories & Insights from Luxury Retail
M.J. Bale logo
Jonathan Lobban
Head of Brand at M.J. Bale
      
Download Session
      

10:20am - Morning Tea, served on the terrace

10:40am - Session 3
Brown & Brown logo
Andrew Watts
CFO at Brown & Brown Inc.
      
Download Session
      

11:20am - Session 4
Jonas logo
Jeff McKee
CEO at Jonas ANZ
(A Constellation Software Operating Group)
      
Download Session
      

12:00pm - Session 5
Truebell Capital and Quality Compounders
Quality Compounders logo
Sam Paradice, Shaun Trewin, Lachie Morgan & Alex Warner
Partners at Quality Compounders
      
Download Session
      

12:45pm - Lunch, served on the terrace

1:30pm - Session 6
Himalaya Capital logo
Caroline Kim & Yunfei Liu
IR at Himalaya Capital
      
Download Session
      

2:00pm - Session 7
Spotlight Session: Insight into our process with pre-recorded session from Fredrik Karlsson & Johan Bladh.
Roko logo
Fredrik Karlsson & Johan Bladh
CEO and Deputy CEO/CFO at Röko AB

2:50pm - Afternoon Tea, served on the terrace

3:10pm - Session 8
Lyndal York
CFO at Fisher & Paykel Healthcare
      
Download Session
      

3:50pm - Session 9
AI and the New Technology Revolution
Alex Mees
Head of Research at Morgans
      
Download Session
      

4:30pm - Session 10
A Serial Acquirers Master Class
Adnan Hadziefendic
Portfolio Manager at REQ Capital
      
Download Session
      

5:15pm - End of day session

6:30pm - Drinks & Canapes, served on the terrace

7:00pm - Dinner, served in the Founders Room
Enjoy dinner and drinks featuring an exclusive fireside chat moderated by Shaun Trewin with Michael Daniell, former MD & CEO of Fisher & Paykel Healthcare, drawing on 40+ years in leadership and product innovation.

Guest companies from past years

Lumine logoBrown and brown logoHimalaya capital logoFisher & Paykel logoMorgans icon logoQuality Compounders logoIPH logoPWR LogoMainfreight logoPro-medicus logoPro-medicus logoPro-medicus logoPro-medicus logoPro-medicus logoPro-medicus logoPro-medicus logo

Register for Value in the Vines 2026

Connect with senior company executives, gain insights, and enjoy an exclusive evening of collaboration and conversation.