The 2026 SVB State of the U.S. Wine Industry Report Virtual Event
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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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The 2026 SVB State of the U.S. Wine Industry Report Virtual Event
Thursday
, 
May 
22
, 
2025
7:00pm
 - 
10:00pm 
EDT

Virtual Event

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The 2026 SVB State of the U.S. Wine Industry Report Virtual Event
Monday
, 
May 
19
, 
2025
7:00pm
 - 
10:00pm 
EDT
Add To Waitlist
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What to Expect

 On Thursday, January 15, our panel of wine industry experts presented findings from the latest SVB State of the U.S. Wine Industry survey.  You can find the report and a link to the replay of the virtual event here: https://www.svb.com/trends-insights/reports/wine-report/.

 

Event Recap

 On Thursday, January 15, our panel of wine industry experts presented findings from the latest SVB State of the U.S. Wine Industry survey.  You can find the report and a link to the replay of the virtual event here: https://www.svb.com/trends-insights/reports/wine-report/.

 



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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

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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

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

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

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 bank 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.

Janie Brooks Heuck

Managing Director

 Brooks Wine

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Janie Brooks Heuck is the Managing Director of Brooks Wine, where she leads with a deep commitment to sustainability, innovation, and purpose-driven business. Born and raised in Oregon, Janie earned a degree in accounting from Arizona State University and built a successful career in healthcare management before returning to her roots in the Willamette Valley to steward the legacy of Brooks Wine. She is also a certified sommelier, having completed the Court of Master Sommeliers (level 1) and WSET (level 2).


Under her leadership, Brooks has become a trailblazer in sustainable wine production. Janie championed initiatives that positioned Brooks as the first winery in the world to hold both Demeter Biodynamic® certification and B Corporation status, while also committing 1% for the Planet. She has also strengthened Brooks’ reputation for hospitality and quality, crafting a standout guest experience and producing exceptional wines that earned a spot on the “Top 100 Vineyards in the World.” Janie was honored with the Oregon Wine Industry Leadership Award in February 2025. Her vision keeps Brooks at the forefront of regenerative agriculture, environmental responsibility, and world-class wine.



Kristin Marchesi

Managing Director

 Metis Mergers & Acquisitions

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Born and raised on her family's east coast winery, Kristin moved to Portland in 2001. After earning her BA from Portland State University, she joined her father, Rudy, in 2006, following his acquisition of Montinore Estate. Together, they revitalized the legacy brand into one of the Willamette Valley's most respected wineries and one of the world's largest certified Biodynamic producers. Following its 2016 acquisition, Kristin managed a 3-year transition with Ackley Beverage Group.


In 2019, Kristin joined Antony Beck's domestic wine team, launching Beck Family Estates and executing a multi-year Oregon growth strategy. This included acquiring 160 acres in Eola-Amity Hills, and overseeing development of Abbott Claim winery in Yamhill-Carlton.


A passionate advocate for Oregon wine, Kristin was named to Portland Business Journal's Forty Under 40 in 2018. She has served on boards for the Willamette Valley Wineries Association, International Pinot Noir Celebration, and Oregon Pinot Camp.

Kristin has been integral to recent M&A transactions, including Sparkman Cellars to NW Wine Holdings, Marsh Family Estate to Italy’s Santa Margherita, The Radiant Sparkling Wine Company to Vinovate, and The Duckhorn Portfolio’s Longwinds vineyard to Quilceda Creek.


Kristin lives in Portland with her husband, two children, and numerous pets, enjoying outdoor adventures and cooking for loved ones.



Matthew Owings

VP and General Manager

Rombauer Vineyards

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As COO and CFO of Rombauer Vineyards, Matthew Owings brings a blend of strategic vision and operational expertise to his roles. Matthew first discovered his love for wine right after college—a passion kindled by a memorable bottle of Rafanelli Zinfandel.

 

Matthew graduated from Harvey Mudd College and earned an MBA from UC Berkeley’s Haas School of Business. In 2009, an opportunity at Jackson Family Wines drew Matthew into the wine industry. He quickly advanced to VP of Finance, overseeing strategic projects and M&A activities, including the acquisition of several wineries.

 

Matthew’s leadership and acumen have been instrumental in Rombauer’s continual evolution. Joining Rombauer in 2018 as CFO, Matthew was soon named COO as well. He has played a pivotal role in the winery’s expansion into new markets and smooth transition to Gallo Family ownership.



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Venue

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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

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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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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

 On Thursday, January 15, our panel of wine industry experts presented findings from the latest SVB State of the U.S. Wine Industry survey.  You can find the report and a link to the replay of the virtual event here: https://www.svb.com/trends-insights/reports/wine-report/.

 

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Resources

 On Thursday, January 15, our panel of wine industry experts presented findings from the latest SVB State of the U.S. Wine Industry survey.  You can find the report and a link to the replay of the virtual event here: https://www.svb.com/trends-insights/reports/wine-report/.

 

Startup Banking

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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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Silicon Valley Bank, a division of First-Citizens Bank & Trust Company, as well as the other divisions, subsidiaries, and affiliates of First-Citizens Bank & Trust Company (together, SVB), are U.S. financial institutions and provide products and services to non-U.S. clients on a cross-border basis from the United States of America. SVB is not licensed or regulated as a bank or any other type of financial institution outside of the United States of America. Please review our International Disclosures for more information.

 

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

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