23rd Annual Central Coast Insights
“Opportunity Rises on the Central Coast”
March 14, 2017 – Allegretto Vineyard Resort – Paso Robles, California
8:00 – 8:30 a.m. REGISTRATION
8:30 – 8:40 a.m. WELCOME
Lisa Adams Walter, Director of Programs, Wine Industry Symposium Group
8:40 – 9:00 a.m. WINE INDUSTRY CENTRAL COAST INSIGHTS SURVEY RESULTS
David Freed, Chairman, The Silverado Group
David Freed’s annual round-up of the hottest topics and issues facing Central Coast winery executives today. Freed will present results from the Wine Industry Symposium Group 2017 first quarter survey of wine industry professionals and focus on current data, historical trends and future predictions.
9:00 – 9:45 a.m. ECONOMIC AND FINANCIAL PERSPECTIVES
Vernon Crowder, Senior Vice President and Senior Analyst Emeritus, Rabobank
Vernon Crowder, a dynamic presenter with decades of experience in finance, will take a look at the global picture of the economy within the context of consumer spending, interest rate fluctuation, the state of the economy post-election and global wine competition.
9:45 – 10:30 a.m. MERGERS AND ACQUISITIONS: CASE STUDIES
George Coope, Senior Director of Strategy & Analysis, Zepponi & Company, Moderator
Glen Andrade, Vice President, Winemaking, Trinchero Family Estates
Matthew Towers, COO, O’Neill Vintners and Distillers
Anthony Riboli, Winemaker, Riboli Family Wine Estates/San Antonio Winery
The Central Coast has seen an influx of outside investment in recent years. This session will explore the rationale behind some of this vast region’s recent wine and vineyard acquisitions and how these deals relate to overall industry trends.
10:30 – 10:45 a.m. MORNING BREAK
10:45 – 11:30 a.m. CENTRAL COAST BULK WINE & GRAPE
Audra Cooper, Turrentine Brokerage, Co-Moderator
William Goebel, Bulk Wine Broker, Turrentine Brokerage, Co-Moderator
Experience a year in the grape and bulk wine world, through this examination of the trends and strengths of the growing wine industry on the Central Coast.
11:30 – 12:15 a.m. ARE WE POISED FOR GROWTH? CENTRAL COAST GRAPES, WATER, CRUSH SPACE?
Nicholas Miller, Vice President Marketing, Thornhill Companies, Moderator
Matt Heil, Director of Fruit Supply, Copper Cane Wine and Provisions
Marty Spate, Director Masstige Winemaking, Paso 360/Meridian Winery
Mathew Steel, Sr. Winemaker, Central Coast, E & J Gallo Winery
The Central Coast seems to be being pushed into the spotlight. Right now it captures the hottest growing wine pricepoints. However, there are concerns about the ultimate scalability of the region. Are there enough grapes? Is there enough crush capacity? Ultimately, what does the Central Coast mean to consumers?
12:15 – 1:30 p.m. NETWORKING LUNCH
1:30 – 2:15 p.m. STRATEGIES, SOLUTIONS AND COMMUNITY RELATIONS FOR “GOOD NEIGHBOR” WINERIES, VINEYARDS
John Mackie, Partner, Carle, Mackie, Power & Ross, Moderator
Debra Dommen, Vice President, Government & Industry Affairs, Treasury Wine Estates
Dylan Johnson, Attorney, Brownstein Hyatt Farber Schreck
Morgan McLaughlin, Executive Director, Santa Barbara County Vintners
Tennis Wick, Director, Permit Sonoma
Visitors are important to the sustainability of many wineries, as well as local economies. The influx of tourists, however, as well as the environmental impact of wine operations are subject to state and local regulations and can often create the sentiment from neighbors of “Not In My Back Yard.” Learn about solutions, and examine some of what has and has not worked both on the Central Coast, as well as in other regions.
2:15 – 3:00 p.m. WINEMAKERS ON THE MOVE – WHY THE MIGRATION SOUTH/SALARY SURVEY
Matt Kettmann, Santa Barbara Independent, Moderator
Jordan Florentini, Winemaker, Epoch
James Kress, Winemaker, Tolosa Winery & Vineyards
Tyler Thomas, Managing Director – Winemaker, Dierberg Vineyard and Star Lane Vineyard
Recently there has been a migration of winemakers and other winery personnel from the North Coast to the Central Coast. These highly-sought wine pros have made a deliberate choice to come to and focus their craft and careers within the Central Coast. This session will address reasons for the “flight south” and include a short overview of regional salaries.
3:00 – 3:45 p.m. THE SHIFT IN GENERATIONAL MARKETS/FOCUS UPON REGIONALISM
George Yatchisin, Writer, Edible Santa Barbara & Santa Barbara Independent, Moderator
Morgan Clendenen, Owner and Winemaker, Cold Heaven Cellars
Jason Hass, Partner and General Manager, Tablas Creek Vienyard
Dave Potter, Winemaker, Municipal Winemmakers, Potter Winery, Goodland Wines
Hyper-regionalism, hyper-identity, and hyper-connectivity. The insurgence of pop-up and atypical-from-the-past winery tasting rooms is creating innovative and increasingly “urban” tasting experiences that are attracting a new generation of millennial consumers. Is this new approach of cultivating wine customers intentional or is it a pleasant by-product of innovative winemakers making wine where they can?
3:45 – 4:30 p.m. CENTRAL COAST TRAILBLAZERS, WINE INDUSTRY PIONEERS
Larry Schaffer, Owner & Winemaker, Tercero Wines, Moderator
Jerry Lohr, Founder and Proprietor, J. Lohr Vineyards & Wines
Lane Tanner, Partner & Winemaker, Lumen Wines
Gary Eberle, Owner & Winemaker, Eberle Winery
Fred Brander, Owner & General Manager, The Brander Vineyard
While the combination of growth, migration of wine professionals and large investments on the Central Coast is relatively “new” to the appellation, a number of early visionaries pioneered the region by experimenting, learning and making their mark on the Central Coast. Learn about the experiences of these trailblazers of the past and their perspectives of the Central Coast region today.
4:30 – 5:30 p.m. CENTRAL COAST RETROSPECTIVE WINETASTING – PAST & PRESENT