January 
18
, 
2023

The SVB State of the Wine

Industry 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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Virtual Event Info
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The SVB State of the Wine

Industry Report Virtual Event

Tuesday
, 
April 
15
, 
2025
2:00pm
 - 
3:00pm 
PDT
RSVPs Closed
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Details

Despite global economic uncertainty, the premium wine segment showed growth in 2022, with revenue on average up 9.7 percent through September.  While this is cause for celebration, the overall industry is showing a second year of negative volume growth.

 

Silicon Valley Bank invites you to join us on Wednesday, January 18th for a live, virtual event to review findings from the new 2023 State of the Wine Industry Report.


Our distinguished panel of industries luminaries will reveal observations of the current state, offer predictions on the future of the industry, and deliver insights into consumer change that will enhance your opportunity for success in 2023 and beyond. We will cover topics including:


• A new perspective on the present consumer adoption of wine
• A second look at the trading-up phenomenon and how long can it continue
• How the industry will fare if there is a recession in 2023

• The Annual Winery Sentiment Index – what impacts are of greatest concern to industry owners

• Results from the 2023 annual State of the Industry survey


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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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

Philana Bouvier

President, Demeine Estates

Philana Bouvier is the President of Demeine Estates where she provides leadership and vision in creating a best in class sales and marketing organization. Demeine Estates serves and supports the dynamic and growing portfolio of the Lawrence family and Chief Executive Officer Carlton McCoy Jr.’s owned fine
wine estates and import supplier partners. The collection includes Heitz Cellar, Burgess, Stony Hill, Brendel, Ink Grade, Champagne Legras Haas, Domaine Roc De L Abbaye, Mazzei and additional esteemed international producers across France and Italy.


Philana possesses a fierce commitment in advocating for diversity in the wine and spirits industry, including the wholesale community. Throughout her career she saw a lack of career resources for women and made it her mission to use her leadership to not only create a path for women, but a
movement movement to foster empowerment and elevate the role of women in the industry.


In 2022, Philana’s leadership at Demeine Estates led to a nomination for Wine Enthusiast 's 2022 Wine Star Award for Importer of the Year. This nomination is one of the highest recognitions in the beverage industry. On a more personal note, Philana was also honored by the San Francisco Business Times as one of the Most Influential Women in Bay Area Business 2022. Her powerful leadership was reflected through this accolade, where she promoted Demeine Estates and t he incredible work the
company has done in fostering diversity, equity and inclusion in the wine industry. Philana’s passion for non profit work is evident, as she serves on the Advisory Council for The Bone
Marrow Cancer Foundation in New York and as a board member of Les Dame d’Escoffier San Francisco Chapter. Personal interests include international travel, fine arts, music, and sharing her culinary skills with family and friends.

Paul Mabray

CEO, Pix

Paul Mabray has been a powerful change agent in the wine industry for over twenty years. He began his career working in traditional three-tier sales and marketing with Napa Ale Works and later innovated direct-to-consumer sales and marketing models with Niebaum Coppola. 

 
Since then, he has been at the forefront of all major digital trends for the wine industry, including working with WineShopper.com and Wine.com when they entered the wine-digital space. He founded two companies that have significantly changed the US wine landscape for digital, first by introducing winery e-commerce with Inertia Beverage Group that transformed into WineDirect.com pioneering winery e-commerce, and then again by introducing social media and social customer relationship management with VinTank.com.

 

He is considered the wine industry’s foremost futurist and thought leader, able to harness the power and potential of digital tools and methodologies to move the industry into the future.

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.

Amy Hoopes

Chief Revenue Officer, The Wine Group

With nearly 25 years of wine industry experience and relationships, Amy Hoopes has learned the wine business from the ground up.  After graduating from the University of Pennsylvania, she joined the E.& J. Gallo’s Management Achievement Program.  Amy benefitted from 10 years of diverse sales and marketing opportunities at Gallo, where she excelled at building brands, new product development, and innovation.  

 

After learning the ropes at Gallo, Amy spent nearly 14 years with Wente Family Estates.  During her tenure there, she was instrumental in alignment of brand strategy and portfolio mapping, together with Wente 4th and 5th generation family members.  Amy was responsible for heading a long-term brand-driven strategy with the goal of positioning Wente Family Estates as one of the most respected family-owned wineries in the world.

 

Currently, Amy is the Chief Strategy and Growth Officer at The Wine Group.  In this role, she is working across the company to develop and implement a long-range strategic plan that will position The Wine Group for continued growth and success.  Amy will develop and maintain a long-term focus on innovation and growth. 

 

Amy has served as a member of the Communications Committee for Wine Institute, an executive board member and Past President for Livermore Valley Winegrowers Association, a Member of Monterey County Vintners and Winegrowers Association, the Past President and active member of the San Francisco chapter of Les Dames d’Escoffier, and recently stepped into the role of Co-President for the San Francisco Chapter of CISV, a global nonprofit focused on educating and inspiring action for a more just and peaceful world.


Amy lives in Pleasanton with her husband and two teenage daughters.

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”) and SVB Asset Management (“SAM”) are non-bank subsidiaries of Silicon Valley Bank a division of First-Citizens Bank & Trust Company. SVBW and SAM are SEC-registered investment advisers; Member FINRA and SIPC.

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

©2024 First-Citizens Bank & Trust Company. All rights reserved. Silicon Valley Bank, a division of First-Citizens Bank & Trust Company. 3003 Tasman Drive, Santa Clara, CA 95054. Member FDIC.

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