August 
16
, 
2023
2023 SVB Annual Direct-to-Consumer Wine Survey Report Virtual Event

Michael Lee

Founder, Culture Plus

I'm passionate about music and cooking. Also my dog is named after a superhero.

All Day

Attendee Arrivals

Stop by to pick up your event materials and enjoy a chair massage.

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Equinox Golf Resort & Spa

Where does the Summit take place?

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The Summit takes place at The Equinox, a Luxury Collection Golf Resort & Spa, Vermont, established in 1769.

All Day

Attendee Arrivals

Stop by to pick up your event materials and enjoy a chair massage.

  • List Item 1

Equinox Golf Resort & Spa

Beer & Cheese Chat

1:00 PM - 5:00 pm

Join us in the Falcon Bar before and after your activity to taste the region's craft brews and local cheeses. This will be a casual lounge for you to come and go as you please.

Michael Lee

Founder, Culture Plus

I'm passionate about music and cooking. Also my dog is named after a superhero.

Silicon Valley Bank
Silicon Valley Bank
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Featured Speakers
Virtual Event Info
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2023 SVB Annual Direct-to-Consumer Wine Survey Report Virtual Event
Tuesday
, 
April 
15
, 
2025
2:00pm
 - 
3:00pm 
PDT
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Details

On Wednesday, August 16th, join us for a dynamic panel discussion about the 2023 SVB Annual Direct-to-Consumer Wine Survey Report. This year’s survey results and insights help address what’s needed to drive consumer sales in the year ahead.   
 
Our lively panel of business leaders from the wine industry will answer your questions and address the industry topics including: 
 
• Digital strategies for customer acquisition 
• Finding the sweet spot with wine clubs 
• Regional, bottle price, and production metrics 
  
Our survey results are based on input from wineries across the US and Canada, including all of the major AVA associations. Silicon Valley Bank has publicly researched the wine industry for over 20 years and spent more than a decade producing annual nationwide benchmarks for direct-to-consumer wine sales. 


REGISTER TODAY to join us for this much-anticipated virtual event via Zoom.

 

Questions? 

Please email Courtney McClintock at cmcclint@svb.com.

Registration is required to participate and receive link to the virtual event via Zoom.

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Empathy Banks Here: SVB is here to help. For additional information on resources available to you and your community during the COVID-19 pandemic, please visit https://www.svb.com/covid-relief


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Wednesday
, 
April 
22
, 
2020
2:00pm
 – 
3:00pm 
PDT

Agenda

August 30
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August 31
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September 1
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September 2
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September 3
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February 11th

8:15 AM

Check-in & Breakfast 

Stop by to pick up your event materials and enjoy a chair massage.

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Equinox Golf Resort & Spa

8:30 AM

Presentations

Stop by to pick up your event materials and enjoy a chair massage.

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Great Room

9:30 AM

Q&A / Networking 

Families & guests encouraged to attend. Arrive on time for the Master Falconer Experience.
There will be a supervised children's activity at the reception.

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Rockwell Courtyard

10:00 AM

Event End

Stop by to pick up your event materials and enjoy a chair massage.

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Equinox Golf Resort & Spa

August 31

All Day

Attendee Arrivals

Stop by to pick up your event materials and enjoy a chair massage.

  • List Item 1

Equinox Golf Resort & Spa

2:00 – 6:30 PM

SVB Registration Desk

Stop by to pick up your event materials and enjoy a chair massage.

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Great Room

6:00 – 10:00 PM

Welcome Reception

Families & guests encouraged to attend. Arrive on time for the Master Falconer Experience.
There will be a supervised children's activity at the reception.

  • List Item 1

Rockwell Courtyard

Speakers

Michael Lee

Founder, Culture Plus

Michael Lee is the Founder and CEO of the Culture Plus brand. Michael comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities and exceeding expectations at each position along the way.

Eve McCormick

Partner & COO, Taconic

Eve McCormick is the Partner & COO of the Taconic brand. Eve comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities and exceeding expectations at each position along the way.

Karla Proskauer

CFO & CCO, BVA Compliance Corp

Karla Proskauer is the CFO & CCO of the BVA Compliance Corp brand. Karla comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities and exceeding expectations at each position along the way.

Patrick Fields

President, Century 53

Patrick Fields is the President of the Century 53 brand. Patrick comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities and exceeding expectations at each position along the way.

Natalie Smith

President, Landmark Place

Patrick Fields is the President of the Landmark Place brand. Natalie comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities and exceeding expectations at each position along the way.

Michael Lee

Founder, Culture Plus

Michael Lee is the Founder and CEO of the Culture Plus brand. Michael comes to the role as a 20-year veteran of Realogy Holdings Corp, serving in numerous capacities and exceeding expectations at each position along the way.

Sponsors

Featured Speakers

Jessica Kogan

Chief Growth and Experience Officer, Vintage Wine Estates

Jessica is a digital and brand marketing executive with a successful track record of launching transformative DTC businesses and brands. In her current role as the Chief Growth and Experience Officer of Vintage Wine Estates (NASDAQ: VWE) she is focused on fueling digital growth by deploying web marketing strategies that connect physical to digital customer experiences. In her last role as Chief Marketing and Digital Officer at VWE she grew their DTC division from $30 million to $100 million in less than 3 years.

A respected ecommerce and brand marketing influencer, Jessica successfully launched digital native company Cameron Hughes Wine, the award winning Southern Poverty Law Center Tolerance.org project and the first iteration of Charles Schwab’s trading site, Schwab.com. Prior to building digital experiences, she led the marketing launch of Urban Decay and the brand revitalization of Elizabeth Arden. She was also responsible for creating the brand strategy platforms “Human Energy” for Chevron and “The Science of Printing” for Hewlett-Packard to reposition and recapture market share for both brands.

Jessica has been honored for her work by industry peers and publications and is a sought out writer, speaker and commentator on digital marketing, ecommerce and brand marketing strategy. Her insights have been featured in Forbes, Inc., Fox Business, The Wall Street Journal, Vogue and more.

Andrew Walleck

Chief Operating Officer, Wine Access, Inc

Andrew is Chief Operating Officer of Wine Access, and is responsible for all Supply Chain, Logistics, Compliance, Customer Service, Direct Import, and Partner Winery activities.  


Andrew has 20 years of experience in Operations, Strategy, Merchandising, and eCommerce across a variety of industries. A Kellogg MBA grad, Andrew spent 8 years with McMaster-Carr, serving in several management roles in Operations, Strategy, and Merchandising. Prior to that, he was a management consultant with a boutique consulting firm that specialized in new product innovation and research pipeline development. Andrew also pursues his love of wine outside of work: he just finished testing for his WSET Diploma (Level 4) certification and developed a number of his own wine brands prior to joining Wine Access. 

Susan DeMatei

President & Founder, WineGlass Marketing

Susan DeMatei has over 30 years of luxury direct marketing experience, but in the past 18, she has worked exclusively in the wine industry. In 2012 Susan started WineGlass Marketing, a full-service direct marketing agency for the alcohol space.  


Susan holds a B.S. in Communications from Boston University and an A.S. in Viticulture from Napa Valley College. She is a Certified Sommelier with the Court of Master Sommeliers, a Certified Specialist in Wine/Wine Education with the Society of Wine Educators and was awarded a DMA (Direct Marketing Association) award for strategic excellence. She is the marketing columnist for Grapevine Magazine, Crush Magazine (Canada) and a frequent freelance writer and speaker at conferences. Susan also is a marketing instructor at the WISE Academy as well as Napa Valley Community College, and a repeat lecturer at the Institute for Enology & Viticulture at Walla Walla Community College and California Polytechnic State University. She is currently collaborating on two marketing and sales textbooks. 


Her firm, now in its eleventh year, is based in downtown Napa and supports domestic and international wine and spirits clients with both B2B and DTC marketing in digital as well as traditional channels. For two consecutive years, Inc. Magazine recognized WineGlass Marketing as the only Napa company listed in the top 250 hyper-growth tier of the "5000 Series California's Top Companies". WineGlass Marketing is also admired by the community winning the North Bay Bohemian “Best Creative Agency” spot for the past three years as well as being honored as Napa’s “Best Company to Do Business With” in the 2021 North Bay Business Journal. The firm’s creative strength is acclaimed winning 6 Platinum, 13 Gold and 7 Silver national and international creative awards for websites, social campaigns, and emails within just the past 24 months. 

Rob McMillan

 EVP & Founder, Silicon Valley Bank Wine Division

Rob McMillan is one of the top wine business analysts in the United States and the author of Silicon Valley Bank’s highly regarded annual State of the Wine Industry Report. With decades of experience researching the wine business, his views are sought after and trusted by winery owners, journalists, entrepreneurs and investors. He is a prominent speaker, both domestically and internationally, and he is extensively quoted in national, regional and trade press. He has also been named several times as one of the Top 50 Most Influential People in the US wine industry. 
 
Rob’s banking career has spanned 35-plus years — more than 25 with Silicon Valley Bank. In that time, he has held positions of increasing responsibility, including division manager of the Wine Group, executive manager of the bank’s Commercial Division and several years as a member of Silicon Valley Bank’s Managing Committee. He is currently responsible for establishing new winery relationships and offers private management presentations and strategic consulting to the bank’s clients across the portfolio. 
 
Rob received a bachelor’s degree in finance/economics from Sacramento State University and an MBA from Santa Clara University’s Leavey School of Business. He has served on boards in diverse industries and continues to be an advisor to wineries and industry associations across the wine business. 
 
Rob is a father of two. He enjoys the outdoors, travel and golf and takes any opportunity to play percussion and drums in live settings. 

Virtual Event Information

Registration is required to participate and receive the link to join this  virtual event via Zoom. 

 A link to join will be included in your registration confirmation email.

If you have any questions, please contact Courtney McClintock at cmcclint@svb.com  

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Access to Innovation

SVB is dedicated to the success of the innovation economy. Through our Access to Innovation program, we provide educational and job opportunities for emerging talent, make connections for female and minority founders and investors and encourage gender parity and diversity in leadership. Learn more

Providing educational and job opportunities for emerging talent

1:00 – 5:00 pm

SVB helps underserved youth gain a path to training and a tech career through paid work experiences, a community college certificate in business and data analytics, and events.

Encouraging gender parity and diversity in leadership

1:00 pm, meet at the Golf Club

SVB supports women and minorities in leadership in the innovation economy by focusing on activities and partnerships that will fund and increase the representation of diverse entrepreneurs and investors.

Making connections for female and minority founders and investors

2:00 pm, meet at the Tennis Courts

SVB creates opportunities for all by developing networks, partnerships and events to bring founders and investors together, and increase funding and support for entrepreneurs.

Gallery

Zoom Recording

Thank you to all who participated!

For your reference, we have added the Zoom recording replay video of the webinar here.

Frequently Asked Questions

Where does the Summit take place?

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The Summit takes place at The Equinox, a Luxury Collection Golf Resort & Spa, Vermont, established in 1769.

When does the Summit take place?

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The Summit takes place from Friday, August 30th through Monday, September 2nd, 2019, and registration opens at 8am.

Who is delivering the keynote at the Summit?

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Natalie Smith, the President of Landmark Place, will deliver the 2019 Silicon Valley Bank Summit.

What types of activities are on the schedule for this year's summit?

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The Summit will include professional development, networking, and activities like fly fishing, glass blowing, off-road driving, golf, and more, tailored just for Private Equity CFOs and COOs.

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Banking, lending, and trust products or services are offered by Silicon Valley Bank, a division of First-Citizens Bank & Trust Company. Accounts are subject to credit approval. Restrictions and limitations may apply. 

SVB Wealth LLC (“SVBW”), SVB Asset Management (“SAM”) and SVB Investment Services Inc. (“SVBIS”) non-bank subsidiaries of Silicon Valley Bank a division of First-Citizens Bank & Trust Company. SVBW and SAM are SEC-registered investment advisers; SVBIS a registered broker-dealer, Member FINRA and SIPC.

Services offered by SAM, SVBW, or SVBIS are not FDIC insured, not insured by any federal government agency, not bank guaranteed, and may lose value.

©2023 First-Citizens Bank & Trust Company. All rights reserved. Silicon Valley Bank, a division of First-Citizens Bank & Trust Company. Member FDIC. 3003 Tasman Drive, Santa Clara, CA 95054.

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SVB’s mission is to help innovators and their investors move bold ideas forward fast. SVB Events create an environment for SVB clients, prospects, partners and employees to connect, learn from each other, pursue big ideas and make a powerful impact on people’s lives. Through our events, we help SVB to achieve its mission.


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