State of the Wine Industry Report 2021

Live Videocast


Thursday, January 13

9:00am - 10:00am PST


Michael Lee

Founder, Culture Plus

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

All Day

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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


Wednesday
, 
January 
13
, 
2021
9:00am
 - 
10:00am 
PST
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Details

Our Part 1 videocast has concluded.  However, we highly encourage you to sign up here to watch the recording.


Please don't forget to also register for Part 2 of our videocast which will take place on January 21st at 9am PST.

 

 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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Wednesday
, 
January 
13
, 
2021
2:00pm
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3:00pm 
PDT
Part 1 Recording
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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

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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.

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Equinox Golf Resort & Spa

2:00 – 6:30 PM

SVB Registration Desk

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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.

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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

Amy Hoopes

President, Wente Family Estates

Amy Hoopes is the President of Wente Family Estates. Hoopes’ role includes oversight of sales, marketing, hospitality and retail operations for the family-owned wine portfolio. This includes Wente Vineyards (the oldest, continuously operated family-owned winery in America), Murrieta’s Well, Entwine, Hayes Ranch, Angel’s Ink and Unsullied brands, as well as the lifestyle operations: The Course, at Wente Vineyards, Wente Vineyards Tasting Lounge and Murrieta’s Well Tasting Room.


Ms. Hoopes is heading a long-term brand-driven strategy with the ultimate goal of positioning Wente Family Estates as one of the most respected family-owned wineries in the world. Ms. Hoopes joined Wente Family Estates in 2007 as Vice President of Marketing. She worked on the alignment of brand strategy and portfolio mapping, together while managing Wente 4th and 5th generation family members. Today, she focuses on brand strategy and guest experience, working with a team of marketing, sales and hospitality leaders at Wente.


After graduating from the University of Pennsylvania in 1997 with a degree in Anthropology, Ms. Hoopes joined E. & J. Gallo’s Management Achievement Program and her last position after 10 years of diverse responsibilities was a Director of Marketing at E. & J. Gallo Winery. In this capacity, she oversaw marketing of the Value Wine Portfolio, as well as new product development and innovation for wines and spirits.


Ms. Hoopes lives in Pleasanton with her husband and two daughters.

Erik McLaughlin

CEO, Metis

Erik McLaughlin is CEO of Metis, llc. With offices in Oregon and Washington, Metis provides strategic consulting, financial planning, and M&A advisory services to the adult beverage and hospitality industries throughout the Pacific Northwest. In 2019 Erik was named one of the Top 50 Wine Industry Leaders in the world by Wine Business Monthly.


With nearly three decades of experience in the fine wine and hospitality industries, Erik provides the unique industry specific insight, connections, and operational expertise to maximize value and guide clients through successful transactions.


Erik graduated cum laude from Linfield College in the Willamette Valley and is a fourth generation native of the Pacific Northwest. Erik lives in Walla Walla with his wife and their four children. In his spare time he enjoys skiing, coaching youth sports, and sharing great wine with friends.

Devin Joshua

Managing Director, Merryvale Vineyards

Devin Joshua is a 20-year wine industry veteran who has assembled, managed and led a series of effective winery teams throughout his career. In previous roles as General Manager of Judd’s Hill Winery and National Sales Director at Stag’s Leap Wine Cellars, he created organizational growth by identifying and promoting the unique core traits that make each brand compelling.  He was instrumental in launching Stag’s Leap Wine Cellars Artemis Cabernet Sauvignon as well as The Profile Collection Block Series wines.

 

Since 2018, he has been the Managing Director of Direct to Consumer Sales at Merryvale Family of Wines, with the core mission of creating sales and service excellence by supporting each team member in reaching their full potential. Devin lives in Napa with his wife and two young children, with whom he plays pickleball in his spare time, working on his full serve potential.

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.

Paul Mabray

CEO, Pix.wine

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 innovating 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, 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 introducing social media and social customer relationship management with VinTank.com. He is considered the wine industry’s foremost futurist and thought leader, harnessing the power and potential of digital tools and methodologies to move the industry into the future.

Virtual Event Information

Registration is required to access the recording. 

 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

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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