41. Value Management Forum
“Alternative Investments & Fine Wine“

Executive Dinner

Wednesday | 26. November 2025 | 18:00 Uhr
ONLINE & ON-SITE at Villa Bonn, Frankfurter Gesellschaft für Handel, Industrie und Wissenschaft

VM VALUE MANAGEMENT GMBH www.vmvalue.de

VM is an international Management Consulting firm headquartered in Frankfurt am Main/ Germany. Focus is on implementation of Corporate Value Creation in D/A/CH, EMEA, APAC, US regions. the heterogeneous core-team consists of industry and subject matter experts with decades of management experience as well as high potentials in industry, banking, consulting.

COMPETENCIES Value Creation by implementing sustainability & digital transformation.

a) Commercial Excellence / Strategy
b) Operational Excellence / Productivity
c) Financial Excellence / M&A
CLIENTS / SECTORS e.g. Industrials / Metals, Energy / Chemicals, Engineering / Construction / Automation / IT, Wholesale / Services / Start-ups, Private Equity / Banking.

CULT WINES
www.wineinvestment.com

Cult Wine Investment, founded in 2007, is a global leader in fine wine portfolio management. Blending human expertise with cutting-edge technology helps investors and collectors access rare wines, unique experiences, and market-leading insights.

With exclusive global relationships, expert-led portfolio management, and over £200 million in assets under management, the company has redefined wine investment for a new generation.

Cult Wine Investment is the driving force behind CultX (www.cultx.com), a game-changing platform and app that offers public access to investment-grade wines with no minimum entry requirement and instant, seamless trading.

Registration

Via email to info@vmvalue.de until 21 st November 2025. Number of ON-SITE participants is limited. ONLINE participation is possible on short notice. If you have any questions, please email (subject: 41. VM Forum) to info@vmvalue.de: VM Value Management GmbH, Tel. +49 69 509 589 410, Opernturm, Bockenheimer Landstr. 2-4, (next to Alte Oper), 60306 Frankfurt am Main (Germany).

Optional Registration:
https://www.linkedin.com/events/41- vmforuminvestmentdinner-alte7390046491916005376/

Timing & Location
Wednesday, 26th November 2025, 18:00-21.30 h CET
1) ONLINE-lectures: 18:30-19:00h CET
Free of charge video-conference: https://us02web.zoom.us/j/87119191003?pwd=1z 144G5ano6qIBdTpathMFpWc7Ry5p.1

2) ON-SITE Executive DINNER: 18:00 -21:30 h CET at Villa Bonn, Frankfurter Gesellschaft für Handel, Industrie und Wissenschaft e.V., Siesmayerstr. 12, Frankfurt am Main (Germany)

Fee: 195 Euro for fine wine tasting, lectures / discussion, reception, lunch, drinks, parking

Please transfer the ON-SITE participation fee in advance to: Deutsche Bank Frankfurt, IBAN DE41500700240017654501 BIC/SWIFT-Code DEUTDEDBFRA Account holder: VM Value Management GmbH Reference: 41. VM Forum

Host & Speakers

Prof. Dr. Jochen Vogel
CEO / Founder | VM Value Management GmbH, VM Forum, International Value Creation Consulting firm, Professor at FOM Hochschule, Consulting, Finance. VM is focusing on Performance Management, Strategy, M&A for Industrials & Private Equity firms / Banks. Jochen and his VM team advise CEO ́s, CFO ́s, COO ́s at design and implementation of value creation projects incl. Change Management. Clients include thyssenkrupp, POSCO, Tata, Erdemir, BASF, Emerson, Belden, SGB-SMIT Trafo, VDM Metals, Tekfen Green Energy, Inapa Papier, Eintracht Frankfurt Fußball, Sparda (DZ Bank Gruppe), GIZS (Sparkassen), JP Morgan / OEP, Triton Private Equity, BC Partners, Lindsay Goldberg. Formerly MD /Manager at thyssenkrupp, Lehman Brothers, Proudfoot, PwC, Roland Berger he serves as chairman of boards.

Tom Gearing
As CEO & Co-Founder, Tom Gearing leads Cult Wines’ global strategy, operations, and technology innovation, transforming the company from a startup into an award-winning industry leader. A lifelong wine enthusiast. Cult wines has £200 million worth of assets under management, 1.7 million bottles in care in the UK and 83 countries in its global network of clients. Tom developed his passion while travelling through Burgundy and Bordeaux with his father, who worked in the trade. Today, he is recognised internationally for his entrepreneurship and insights, having been featured in The New York Times, Financial Times, Wall Street Journal, and Forbes. Tom holds a WSET Level 3 Award in Wines and a BA in History from the University of Nottingham. Favourite wine: Drawn to Chardonnay and Pinot Noir, Tom cites Petrus ’61 en Magnum, Liger-Belair La Romanée ’09, and Domaine Leroy Richebourg’03 among his most memorable wines.

Program

18:00
Reception – Champagne tasting

18:30
Welcome / “Alternative Investments”

Drivers, Returns and Passion

Prof. Dr. Jochen Vogel
CEO | VM Value Management GmbH
Professor of Management Consulting,
Head Value-based Management | FOM

18:40
CULT WINES Story and opportunities – View of the CEO
Tom Gearing
CEO | CULT WINES
Government of Hessia (Germany)

19:00
Fine Wine tasting & Exclusive four-course dinner

41. Value Management Forum “Alternative Investments – Wine“

Alternative investments are non-traditional assets that fall outside the standard categories of stocks, bonds, and cash. They offer diversification and can help hedge against market volatility but often come with higher risk and lower liquidity. Many are well known like Private Equity, Hedge Funds, Real Assets, Commodities, Structured Finance and Cryptocurrencies. But Collectibles like Wine are experiencing high interest and growth potential:

1. Does fine wine align with your long-term investment goals and risk tolerance?

2. How do market dynamics and liquidity constraints of wine as an asset work?

3. Who takes care for the storage, insurance, and authenticity verification responsibilities?

We are looking forward to inspiring discussions for new ideas with speakers and participants!

Networking!
Hoping to connect people!

Eventdatum: Mittwoch, 26. November 2025 18:00 – 21:00

Eventort: Frankfurt am Main