Aug 
30
 – 
Sep 
2
State of the Wine Industry - Special Edition

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.

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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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State of the Wine Industry - Special Edition
Wednesday
, 
April 
22
, 
2020
12:00pm
 - 
12:45pm 
PDT
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Details

 It seems like a decade ago that tasting rooms and restaurants were closed causing a massive collapse in revenue to premium wineries but exploding online and grocery store sales. For many, it’s hard to believe the end result has been increased demand for wine!

We are starting to reopen businesses, but with the potential for capacity restrictions and reluctant travelers during the early phases, the best case scenario for wineries with tasting rooms is a 50% loss in both tasting room and restaurant sales. Equally important, in the middle of one of the largest unemployment rates in history – what will the consumer have to spend when they do return to wine country? What can we expect and what can we do to improve our chances of catching a piece of higher wine demand?

Please join us for a spirited discussion including:

 

- How will trends from other categories affect the wine business?
- How will wine-focused sales channels recover from the current climate?
- With an old consumer sheltering, who will be coming to my tasting room?
- Will channel shifting from the spring change back in the summer?
- Given recent changed consumer preferences, what longer term opportunities exist?
- Predicting the grape market and future grape supply in a time of uncertainty.
- How to get a seat at the consumer’s family dinner table.
- Using data to convert new customers, define the customer journey, and expand sales opportunities.

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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This event is invite only. Invitations are non-transferable. 

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Wednesday
, 
April 
22
, 
2020
12:00pm
 – 
12:45pm
 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

Zoom Recording

Thank you to all who participated!

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

Featured Speakers

Jeff Bitter

President, Allied Grape Growers 

Jeff Bitter is a life-long resident of California.  Born into a family vineyard operation, Jeff has always had a passion for agriculture and specifically grape growing.  Jeff is the President of Allied Grape Growers (AGG), a 500-member statewide grape growers cooperative marketing association.  AGG markets nearly $100,000,000 worth of grapes annually to wineries, shippers, packers and dehydrators.  In addition to managing AGG, Jeff is a fourth-generation grape grower on land he and his wife own and operate.

 

Jeff earned a Bachelor of Science degree in Agricultural Business from California State University, Fresno and a Master’s Degree in Business Administration from the same.  Jeff is also a graduate of Class XXXII of the California Agricultural Leadership Program, a prestigious two-year fellowship program emphasizing leadership training and development for those involved in California agriculture.

 

Jeff participates on numerous industry boards, committees and task forces and spends his free time farming, serving at his church and enjoying family.  Jeff and his wife April have four children.  Recreationally, Jeff enjoys boating/watersports and can frequently be spotted tasting wines throughout California’s winegrowing regions.

Danny Brager

SVP, Nielsen Beverage Alcohol Practice

Danny Brager is the Senior Vice President of Nielsen’s Beverage Alcohol Practice Area in the United States, supporting relationships with Nielsen’s many Beer, Wine, and Spirits clients, as well as with key industry groups and the media.  In this role, Danny and his team supports the differentiated needs of Nielsen's Beverage Alcohol clients, and provides business information, analysis and insights, focusing on the U.S. retail environment and consumer/shopper – who they are, what they buy, and why.  Danny has well over fifteen years of experience specific to the Bev Al industry, and for the past 30 plus years has held a variety of marketing and sales positions with Nielsen in both Canada and the United States.   He is a frequent speaker at many client and industry events on the subject of Beverage Alcohol retail and consumer trends. 

 

Danny holds an Honors Bachelor of Business Administration from York University in Toronto, Canada. After residing in Western Canada for most of his early years, and then moving to Toronto, he then relocated to Southern California in the mid-1990's, where he still lives.

Max Heinemann

Wine & Spirits Client Manager, Nielsen CGA

Max Heinemann, Wine & Spirits Client Manager at Nielsen CGA had been working in the on premise world and in beverage management in Italy, France, Greece, England, The Netherlands, and the USA before moving into market research and data analytics. Currently based in Chicago he manages some of the biggest wine manufacturers in the USA.

Amy Hoopes

President, Wente Family Estates

Amy Hoopes is the President of Wente Family Estates. She was promoted to this position from the position of Executive Vice-President and Chief Marketing Officer, where she oversaw all global marketing and sales operations for the family-owned wine portfolio including Wente Vineyards, Entwine, Murrieta’s Well, Double Decker, and Hayes Ranch, as well as for the lifestyle operations, The Course, The Restaurant and the Concerts at Wente Vineyards. By combining the sales and the marketing operations, Ms. Hoopes is heading a long-term brand-driven sales strategy with the ultimate goal of positioning Wente Family Estates as the most respected family-owned winery in the world. Ms. Hoopes joined Wente Family Estates in 2007 as Vice President of Marketing with the primary goal of streamlining the company’s overall brand strategy and portfolio.

Paul Leary

Founder & Principal, Assemblage Consulting Group

Paul Leary is a husband, father, business executive, entrepreneur and board member. He is the founder of Assemblage Consulting Group, a firm focused on optimizing the profits of consumer-packaged goods businesses in California.


As a leading Northern California entrepreneur and senior executive, Mr. Leary brings more than 20 years of business leadership, brand marketing, sales and operations expertise to his roles.


Leary’s continual business concern is to build a company’s brand equity and financial returns by ensuring product and service quality while spearheading niche sales & marketing strategies that create consumer demand in the direct and wholesale distribution channels.


Paul most recently served for 13 years as president and operating partner of Bespoke Collection, a multibrand and multi-channel enterprise based in Napa, CA. In the fall of 2008, Mr. Leary was instrumental in the launch of Ma(i)sonry Napa Valley, an art, wine and design collective in Yountville, CA. This business was sold
to Restoration Hardware (RH) in 2015.


During his seven-year tenure at St. Helena-based Duckhorn Wine Company, Leary oversaw the marketing and consumer sales for three distinct wine brands including Duckhorn, Paraduxx and Goldeneye. The Duckhorn brand portfolio and its assets were sold to a private equity group in 2007 and again in 2016.


“Over the last decade, the premium sector of the consumer-packaged goods industry,” Leary notes, “has become increasingly fragmented and competitive in a way that he believes renders mass advertising obsolete. The focus is on niche marketing, establishing direct relationships with clients, and maximizing the chain of influencers and peer-to-peer referrals. It’s up to the company to create the brand and then to let customers
tell the story,” Leary says.


Leary earned a Bachelor of Arts in Philosophy from St. Mary’s College in Moraga, California. Additionally, he received a Certificate in eBusiness Strategy and Management from U.C. Davis Extension and a Certificate in Business Administration from U.C. Berkeley Extension.


Paul and his wife live in the Napa Valley with their son and daughter where he is a proud husband, father and member of the Napa community.

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.

Zoom Info

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

Upon registration, you will receive a registration confirmation email complete with the official virtual event via Zoom link, along with additional event information.

If you have any questions, please email 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

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?

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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.

©2020 SVB Financial Group. All rights reserved. Silicon Valley Bank is a member of the FDIC and the Federal Reserve System. Silicon Valley Bank is the California bank subsidiary of SVB Financial Group (Nasdaq: SIVB). SVB, SVB FINANCIAL GROUP, SILICON VALLEY BANK, MAKE NEXT HAPPEN NOW and the chevron devicearetrademarks of SVB Financial Group, used under license.

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