PROGRAM

LODI VINEYARD AND WINES SYMPOSIUM

June 29, 2017 – Wines and Roses Conference Center – Lodi, California

8:00 – 8:30 a.m. REGISTRATION and BREAKFAST – SPONSORED BY RABOBANK

8:30 – 8:35 a.m. WELCOME

Lisa Adams Walter, Director of Programs, Wine Industry Symposium Group

8:35 – 9:00 a.m. LODI REGION WINE INDUSTRY SURVEY RESULTS

CLICK HERE for the Lodi Survey presentation

Wendy Brannen, Executive Director, Lodi Winegrape Commission

The second annual round-up of the hottest issues and topics facing those in the wine business in Lodi and surrounding regions today. The results are from a survey of wine industry professionals conducted by the Wine Industry Symposium Group the second quarter of 2017. Trends, as well as a look back at historical trends and a look forward to projections based upon this data, will be part of the discussion.

9:00 – 9:45 a.m. BRAND LODI IN THE MARKETPLACE

CLICK HERE for the Brand Lodi presentation

Brian Tognotti, Assistant Client Director, Nielsen Company

The world of wine seems to be shifting, and Nielsen is keeping tabs on the pulse of the Lodi brands in the marketplace.  From topics such as growth and premiumization, the impact of beer and spirits, the overall performance of Lodi wine catagories, and the differences in the pricing tiers, this keynote talk will dive into the latest data and translate those facts into potential consumer behaviors, patterns and trends.

9:45 – 10:30 a.m. LODI’S STAKE IN THE WORLD OF WINE

CLICK HERE for the Lodi’s Stake In The World presentation

Jeff Bitter, Vice President Operations, Allied Grape Growers

The California Grape Crush Report along with Allied Grape Growers’ unique survey reports will provide the foundation for this keynote address, which will take a deeper dive into the current grape situation in Lodi and surrounding regions, as well as the part that Lodi plays in the big picture of California wine production. The unique perspective of Allied Grape Growers VP will examine supply, demand, trends and a look toward the evolving future and economics of growing wine grapes in California.

10:30 – 11:00 a.m. MORNING BREAK

11:00 – 12:00 p.m. THE STATE OF THE LAND

CLICK HERE for the State Of The Land presentation

Joe Petersen, Broker, Petersen and Company

John Duarte, President, Duarte Nursery, Inc.

Dave Phippen, Co-Owner, Travaille & Phippen

Phil Brumley, Consulting Managing Director, Douglas Wilson Companies

With vineyard land in California becoming ever more scare, this conversation about land value and the impact of competing ag industries, such as almonds, walnuts and pistachios, will shed light on what has happened in the past, what is happening now, and what is anticipated to take place in years to come.

12:00 – 1:30 p.m. COMPLIMENTARY ROUNDTABLE LUNCH SPONSORED BY COMERICA BANK

On the table – disscussions about:  Mechanization, water, labor costs, regulation burn out, tasting room tune-up, red blotch, premiumization, positioning Lodi for the future, sustainablity and what to plant and sell next (the next “hot” varietal).

1:30 – 2:00 p.m. THE STATE OF THE GRAPES

CLICK HERE for the State Of The Grapes presentation

Erica Moyer, Partner, Turrentine Brokerage

Marc Cuneo, Bulk Wine Broaker, Turrentine Brokerage

A premium wine and grape brokerage will provide an insightful connection to the pulse of the local industry, taking attendees through a year in the grape and bulk world looking at the trends and strengths of the growing market and impact of premiumization, in Lodi and nearby regions.

2:00 – 3:00 p.m. THE LOCAL VIEW – THE BEAT GOES ON

CLICK HERE for the Local View presentation

Mark Chandler, Chandler & Company Wine Consultancy, Moderator

Randy Caparoso, Sommelier/Restaurateur/Wine Journalist/Blogger

Craig Rous, Director of Operations and Planning, Bear Creek Winery

Mike Stroh, Marketing Director, Michael David Winery

Dale Stern, Partner/Co-Chair, Food & Agriculture Group, Downey Brand

From grower rights, regulations, and brands that are on fire, this panel of local wine pros will discuss the latest and hottest topics shaking up Lodi and nearby regions.

3:00 – 4:00 p.m. PLANNING FOR THE FUTRUE

CLICK HERE for the Planning For The Future presentation

Nicholas Karavidas, Principal, Wine Concepts & Design, International

David McAlvany, Author, The Intentional Legacy

Kenneth F. Levy, CFP, Levy, Daniel and McGee Wealth Management

While 90% of California businesses are owned by families, 70% of them fail to continue into a second generation due to the lack of an established estate succession plan. What is causing the failure of these businesses to “pass the baton?” Advisory Board liaison to the USC Marshall Family Business Program, Nicholas Karavidas, will engage David McAlvany author of The Intentional Legacy and financial columnist Ken Levy of Levy, Daniel & McGee Wealth Management, in a discussion to establish the basis of financial legacy through and by intentional family relationship development, policies and ultimately formalized family constitutions.

4:30 – 5:30 p.m. WINETASTING SPONSORED BY SUNRIDGE NURSERIES