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Seth Saldana

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Silicon Valley Bank

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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.

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.

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2025 Direct-to-Consumer Wine Report Virtual Event
Thursday
, 
May 
22
, 
2025
7:00pm
 - 
10:00pm 
EDT

Virtual Event

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Webinar Replay

Enhance your user experience and build brand equity with your design vernacular.

2025 Direct-to-Consumer Wine Report Virtual Event
Monday
, 
May 
19
, 
2025
7:00pm
 - 
10:00pm 
EDT
Register
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What to Expect

During this live discussion, our select panel of wine industry leaders share the latest DTC wine survey findings, breakdown sales and marketing trends and examine tactics to help you navigate our current market conditions.  

 

This year’s topics include:

·  Market trends that show glimmers of hopeful news as we progress through the current business cycle.

·  Personalized, community- and experienced-based marketing strategies that are being used to successfully engage with younger consumers.

·  Making sense of the ever-fluctuating wine club, tasting room and wholesale channel sales percentages.

·  The potential benefits of piloting variable, traffic-based tasting fees.

 

Our survey results are based on input from wineries across the US, including the major AVA associations. We’ve been researching the wine industry for more than 20 years, spending more than a decade producing national direct-to-consumer wine sales benchmarks.

 

Questions? 

Please email Courtney McClintock at cmcclint@svb.com.

 

What to Expect

During this live discussion, our select panel of wine industry leaders share the latest DTC wine survey findings, breakdown sales and marketing trends and examine tactics to help you navigate our current market conditions.  

 

This year’s topics include:

·  Market trends that show glimmers of hopeful news as we progress through the current business cycle.

·  Personalized, community- and experienced-based marketing strategies that are being used to successfully engage with younger consumers.

·  Making sense of the ever-fluctuating wine club, tasting room and wholesale channel sales percentages.

·  The potential benefits of piloting variable, traffic-based tasting fees.

 

Our survey results are based on input from wineries across the US, including the major AVA associations. We’ve been researching the wine industry for more than 20 years, spending more than a decade producing national direct-to-consumer wine sales benchmarks.

 

Questions? 

Please email Courtney McClintock at cmcclint@svb.com.

 



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Agenda

Monday
, 
May 
19
, 
2025

1:00 pm PST

Welcome

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Speakers:

Pam Beesly

Location:

SVB HQ, Main Conference Room

1:00 pm PST

Key Insights

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Speakers:

Michael Scott

Jim Halpert

Location:

SVB HQ, #2202

1:00 pm PST

Analysis

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Speakers:

Dwight Schrute

Location:

SVB HQ, #2202

1:00 pm PST

Questions

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Speakers:

Pam Beesly

Location:

SVB HQ, #2202

Agenda

Monday
, 
May 
19
, 
2025

1:00 pm PST

Welcome

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam.

Speakers:

Pam Beesly

Location:

SVB HQ, Main Conference Room

1:00 pm PST

Key Insights

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. 

Speakers:

Michael Scott

Jim Halpert

Location:

SVB HQ, #2202

1:00 pm PST

Analysis

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Speakers:

Dwight Schrute

Location:

SVB HQ, #2202

1:00 pm PST

Questions

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Speakers:

Pam Beesly

Location:

SVB HQ, #2202

Day 4 - Dec 4

DAY 4

1:00 pm EST

Welcome

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam.

Speakers:

Pam Beesly

Location:

SVB HQ, Main Conference Room

DAY 4

1:00 pm EST

Key Insights

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. 

Speakers:

Michael Scott

Jim Halpert

Location:

SVB HQ, #2202

DAY 4

1:00 pm EST

Analysis

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Speakers:

Dwight Schrute

Location:

SVB HQ, #2202

DAY 4

1:00 pm EST

Questions

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Speakers:

Pam Beesly

Location:

SVB HQ, #2202

Day 4 - Dec 4

DAY 4

1:00 pm EST

Welcome

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam.

Speakers:

Pam Beesly

Location:

SVB HQ, Main Conference Room

DAY 4

1:00 pm EST

Key Insights

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. 

Speakers:

Michael Scott

Jim Halpert

Location:

SVB HQ, #2202

DAY 4

1:00 pm EST

Analysis

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim.

Speakers:

Dwight Schrute

Location:

SVB HQ, #2202

DAY 4

1:00 pm EST

Questions

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Speakers:

Pam Beesly

Location:

SVB HQ, #2202

Day 5 - Dec 5

DAY 5

1:00 pm EST

Welcome

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam.

Speakers:

Pam Beesly

Location:

SVB HQ, Main Conference Room

DAY 5

1:00 pm EST

Key Insights

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. 

Speakers:

Michael Scott

Jim Halpert

Location:

SVB HQ, #2202

DAY 5

1:00 pm EST

Analysis

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim.

Speakers:

Dwight Schrute

Location:

SVB HQ, #2202

DAY 5

1:00 pm EST

Questions

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do.

Speakers:

Pam Beesly

Location:

SVB HQ, #2202

Day 5 - Dec 5

DAY 5

1:00 pm EST

Welcome

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam.

Speakers:

Pam Beesly

Location:

SVB HQ, Main Conference Room

DAY 5

1:00 pm EST

Key Insights

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. 

Speakers:

Michael Scott

Jim Halpert

Location:

SVB HQ, #2202

DAY 5

1:00 pm EST

Analysis

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim.

Speakers:

Dwight Schrute

Location:

SVB HQ, #2202

DAY 5

1:00 pm EST

Questions

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do.

Speakers:

Pam Beesly

Location:

SVB HQ, #2202

Speakers

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Speakers

Paul Mabray

CEO

Pour Now

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Paul Mabray has been a powerful change agent in the wine industry for over twenty years. He has been at the forefront of significant digital trends for the wine industry, working with WineShopper.com and Wine.com when they entered the wine-digital space. He founded two companies that significantly changed the digital US wine landscape, first by introducing winery e-commerce with Inertia Beverage Group, which transformed into WineDirect.com pioneering winery e-commerce, and then again by introducing social media and social customer relationship management with VinTank.com.


He recently attempted an ambitious industry moonshot to create Pix (pix.wine), the world's first wine discovery platform. Pix launched and became the world's largest free online wine selection in a remarkably short period. Its goal was to enhance accessibility in the wine world, aid consumers in the wines they were searching for, and find ways to buy those wines and other wines to buy. He firmly believed (and still feels) that to help the industry overcome the challenges ahead, wineries needed new and better digital methods to help them, and consumers connect at the point of purchase, however, and wherever they buy wine.


As one of the wine industry’s foremost futurists and thought leaders, Paul focuses his experience on helping companies with digital transformation and strategies that build innovative wine companies.

Rob McMillan

EVP & Founder

 Silicon Valley Bank Wine Division

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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, 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 five. He enjoys the outdoors, travel and golf and takes any opportunity to play percussion and drums in live settings.

Andrea Myers

Director of DTC Sales & Marketing

Round Pond Estate

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Andrea Myers is a seasoned leader with over 15 years of experience in luxury direct-to-consumer (DTC) sales and marketing in the wine industry. As Director of DTC Sales & Marketing at Round Pond Estate, she has led with a deep understanding of consumer behavior - implementing innovative strategies that drive growth, elevate brand loyalty, and deliver exceptional guest experiences.


Andrea’s career has been defined by her ability to blend data-driven decision-making with personalized customer engagement. Her work has positioned Round Pond Estate as a benchmark for DTC excellence in Napa Valley, from optimizing digital touchpoints to leading hospitality programs that foster meaningful connections.

Justin Noland

VP of Digital Experience

 Treasury Americas

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Justin Noland is Vice President of Digital Experience for Treasury Americas at Treasury Wine Estates, one of the global leaders in wine. From the start of Justin’s career in wine, he has worked to bring digital transformation to business, marketing, and consumer experiences. He, working with an incredible team, is enabling new technology and building better ways to connect with consumers online. With vast experience in marketing, Justin specializes in a channel-agnostic approach to digital marketing, giving brands the opportunity to deepen their engagement with a consumer, explore new experiences, learn through data, and support the customer towards the purchase path of their choice. He is a marketing leader with a vision to drive positive change in the wine industry and help new generations of wine drinkers engage with brands through digitally native channels.

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Event Recap

Event Recap

Image Gallery

Portrait

Seth Saldana

Silicon Valley Bank

Panel Moderator

Director

Corporate Banking

Portrait

Natalie Steck

Silicon Valley Bank

Managing Director

Accelerator Growth

Portrait

Jon Prentice

Silicon Valley Bank

Sr. Vice President

Accelerator Growth

 

Portrait

Joaquin Gallardo

Silicon Valley Bank

Sr. Vice President

Accelerator Growth


Portrait

Grace Hunt

Silicon Valley Bank

Vice President

Corporate Banking

Portrait

Megan Manassero

Silicon Valley Bank

Director

Credit Solutions

Portrait

Kiran Malhotra

Silicon Valley Bank

Sr. Vice President

Startup Banking

Portrait

Kat Duncan

Fenwick & West

Partner

Portrait

Ryan McRobert

Fenwick & West

Partner

Portrait

Rob Ricciardelli

Escalon Services

Business Development Manager

Image Gallery

Portrait

Seth Saldana

Silicon Valley Bank

Panel Moderator

Director

Corporate Banking

Portrait

Natalie Steck

Silicon Valley Bank

Managing Director

Accelerator Growth

Portrait

Jon Prentice

Silicon Valley Bank

Sr. Vice President

Accelerator Growth

 

Portrait

Joaquin Gallardo

Silicon Valley Bank

Sr. Vice President

Accelerator Growth


Portrait

Grace Hunt

Silicon Valley Bank

Vice President

Corporate Banking

Portrait

Megan Manassero

Silicon Valley Bank

Director

Credit Solutions

Portrait

Kiran Malhotra

Silicon Valley Bank

Sr. Vice President

Startup Banking

Portrait

Kat Duncan

Fenwick & West

Partner

Portrait

Ryan McRobert

Fenwick & West

Partner

Portrait

Rob Ricciardelli

Escalon Services

Business Development Manager

Frequently Asked Questions

What's the best airport to fly into?

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Will meals be provided throughout the day?

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Frequently Asked Questions

What's the best airport to fly into?

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What's the dress code?

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Can I change my activity selection once I have registered?

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Will meals be provided throughout the day?

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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.

Frequently Asked Questions

Where does the Summit take place?

down arrow

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

When does the Summit take place?

down arrow

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?

down arrow

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?

down arrow

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.

Resources

During this live discussion, our select panel of wine industry leaders share the latest DTC wine survey findings, breakdown sales and marketing trends and examine tactics to help you navigate our current market conditions.  

 

This year’s topics include:

·  Market trends that show glimmers of hopeful news as we progress through the current business cycle.

·  Personalized, community- and experienced-based marketing strategies that are being used to successfully engage with younger consumers.

·  Making sense of the ever-fluctuating wine club, tasting room and wholesale channel sales percentages.

·  The potential benefits of piloting variable, traffic-based tasting fees.

 

Our survey results are based on input from wineries across the US, including the major AVA associations. We’ve been researching the wine industry for more than 20 years, spending more than a decade producing national direct-to-consumer wine sales benchmarks.

 

Questions? 

Please email Courtney McClintock at cmcclint@svb.com.

 

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Venture Funded

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Resources

During this live discussion, our select panel of wine industry leaders share the latest DTC wine survey findings, breakdown sales and marketing trends and examine tactics to help you navigate our current market conditions.  

 

This year’s topics include:

·  Market trends that show glimmers of hopeful news as we progress through the current business cycle.

·  Personalized, community- and experienced-based marketing strategies that are being used to successfully engage with younger consumers.

·  Making sense of the ever-fluctuating wine club, tasting room and wholesale channel sales percentages.

·  The potential benefits of piloting variable, traffic-based tasting fees.

 

Our survey results are based on input from wineries across the US, including the major AVA associations. We’ve been researching the wine industry for more than 20 years, spending more than a decade producing national direct-to-consumer wine sales benchmarks.

 

Questions? 

Please email Courtney McClintock at cmcclint@svb.com.

 

Startup Banking

Subtitle

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim eiam. Lorem ipsum dolor sit amet.

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Venture Funded

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The views expressed are solely those of the authors and do not necessarily reflect the views of First-Citizens Bank & Trust Company or any of its affiliates. All third-party trademarks (including logos, trade names, service marks, and icons) referenced herein remain the property of their respective owners. Silicon Valley Bank, a division of First-Citizens Bank & Trust Company, is not selling or distributing wine or wine-related products. Silicon Valley Bank provides banking and financial services, along with industry insights to vineyards and wineries. Silicon Valley Bank is not responsible for (or a participant in) the sales of any wineries’ products in any fashion or manner and makes no representations that any promotion or sales of alcoholic beverages will or will not be conducted in a lawful manner.

Further, Silicon Valley Bank disclaims any responsibility or warranty for any products sold by wineries or other wine industry service providers. The views expressed are solely those of the author and do not necessarily reflect the views of First-Citizens Bank & Trust Company or any of its affiliates.

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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.  

 

©2025 First-Citizens Bank & Trust Company. All rights reserved. Silicon Valley Bank, a division of First-Citizens Bank & Trust Company. Member FDIC.

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