Value in the Vines

24 October 2025  |  Hunter Valley, NSW

purple grapes from a grapevine

In partnership with

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 10th annual Value in the Vines Investor Conference on Friday 24th October 2025. 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.
Please note our reserved accommodation block at Chateau Elan is now fully booked.

For those still requiring a place to stay, we recommend:
Rydges Resort Hunter Valley - approx. 10 minutes’ drive from the venue and our preferred overflow option.
If you book at Rydges, please advise us when registering (or email [email protected]) as should there be sufficient numbers, we may be able to arrange a return shuttle transfer for the conference dinner - so you can relax and enjoy a local wine.
• Browse Pokolbin accommodation on accommodation site - a wide range of local hotels, B&Bs, and vineyard stays.

If you would like further assistance with accommodation and the area, please contact our team on 02 6544 3144.

Conference Program


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

9:00am - Session 1
Andrew Watts
CFO at Brown & Brown Inc.

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

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

10:40am - Session 3
Victor H. Mendelson
Co-CEO at Heico Corporation 

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

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

12:45pm - Lunch, served on the terrace

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

2:00pm - Session 7: 
Spotlight Session: Insight into our process with pre-recorded session from Fredrik Karlsson & Johan Bladh.
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

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

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

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 logo

Register for Value in the Vines 2025

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