January 
19
, 
2022

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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Featured Speakers
Virtual Event Info
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The SVB State of the Wine Industry Report Virtual Event

Wednesday
, 
January 
19
, 
2022
9:00am
 - 
10:30am 
PST
RSVPs Closed
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Details

Looking back at 2021, there was a lot of cause for celebration in wine industry – from tasting rooms reopening to marquee mergers and IPOs. Fifteen percent of wineries described 2021 as their best year ever!

 

As we look forward, we see opportunities for savvy operators but perils for those who ignore the now obvious signs of change. This year, we will make a proposal that could change the industry for decades to come.


Silicon Valley Bank invites you to join us on Wednesday, January 19th for a live, virtual event to review findings from the new 2022 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 2022 and beyond. We will cover topics including:


  • Why spirits are taking market share from the wine industry, despite pockets of success
  • How evolving sales channels created an opportunity for some wineries to experience their best-performing year, while proving disappointment for others
  • What impact long-term effects, caused by shifts in consumer demand, will have on the overall health of the wine industry
  • What the industry can do together to elevate our opportunity for future success

 

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. 

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


Review our event entertainment code of conduct.
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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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February 11th

8:15 AM

Check-in & Breakfast 

Stop by to pick up your event materials and enjoy a chair massage.

  • List Item 1

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

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 Strategy and Growth 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.

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.

Danny Brager

Owner, Brager Beverage Alcohol Consulting

Danny Brager has a wealth of experience in the Beverage Alcohol industry, analyzing trends over many years.  He formerly headed the Nielsen’s Beverage Alcohol Practice Area in the U.S, where he led teams that supported relationships with Nielsen’s clients (suppliers, importers, distributors, and retailers) as well as key industry groups and the media.  In that role, Danny succinctly provided data driven analysis and insights, focused on the U.S. marketplace environment and consumer/shopper.

 

In 2020, Danny introduced Brager Beverage Alcohol Consulting, providing analysis services to companies seeking to translate market data into fact-based insights in support of their goals.  Each year, he presents at a large number of notable industry and company events, and is a frequent thought leader contributor to the media/press.   His informed opinions are highly respected by the beverage alcohol industry.  Danny is also Managing Director of Category & Consumer Insights at Azur Associates, founded to bring comprehensive advisory and consulting services to wine and spirit companies.


Danny was born in Calgary and moved to Toronto where he graduated from the Schulich School of Business at York University. He relocated to Mission Viejo, California in 1993 where he now resides.  

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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Trey Biggs is a host of exceptional ability. Studies show that a vast majority of guests attending events by Trey have been known to leave more elated than visitors to Santa's Workshop, The Lost of Continent of Atlantis, and the Fountain of Youth.

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.

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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.

3003 Tasman Drive
Santa Clara, CA 95054


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The live event has concluded. If you'd like to access the recording or a copy of the report please visit our website: https://www.svb.com/trends-insights/reports/wine-report