SPEAKERS

Ed Adams

VP
American Ag Credit

Learn More About Ed

Ed Adams has over 25 years of experience in the financial services industry. Based in Santa Rosa, California, Adams currently works in the Corporate Banking Group at American AgCredit, helping companies in the food and wine industries arrange debt financing to support their operations and growth plans. Prior to joining American AgCredit, Adams was a senior relationship manager in the North Coast Corporate Banking Group at Wells Fargo, and his professional experience includes similar positions with Silicon Valley Bank and BMO Financial Group. Adams has a B.S./B.A. in finance and economics from the State University of New York at Buffalo and an MBA from DePaul University in Chicago.

Lisa Adams Walter

Director of Programs
Wine Industry Symposium Group

Learn More About Lisa

Director of Programs, Wine Industry Symposium Group Lisa Adams Walter joined the Wine Industry Symposium Group in 2014. She brings a diverse background that includes PR, marketing and writing experience in wine, travel, entertainment, high-tech, publishing and profesional sports. A native of California’s wine country, she graduated with a degree in communication studies. She has served as the assistant executive director of the Academy of Wine Communications, as an appointed representative on the Napa County Arts and Culture Advisory Committee, is a founding member of Napa County’s “100 Women Who Care” and in 2016 wrote the introduction for the Simon & Schuster book “Napa Valley Cabernets.”

Adam Beak

Managing Director
Bank of the West

Learn More About Adam

Based in Napa, Adam Beak covers domestic and international companies across the industry, from vineyards and wineries to packagers and distributors. Since 2005, Beak has developed a wine specialist team, grown a loan portfolio from $56 million to more than $1 billion, and managed relationships for several of Bank of the West’s largest syndicated wine industry credits. He is part owner of Four Bears Winery and former COO/CFO of Heron Wines.

Lori Beaudoin

SVP/CFO
Duckhorn Wine Company

Learn More About Lori

Lori Beaudoin is SVP, chief financial officer of Duckhorn Wine Company. As CFO, Beaudoin is responsible for acquisitions, corporate capital structure, tax strategy, financial planning and analysis, accounting, human resources and IT. During her seven-year tenure, Beaudoin has been instrumental in transforming Duckhorn from a small, luxury wine producer into a commercial luxury wine powerhouse. She has paved the way for topline and EBITDA growth of 4X and has lead several major strategic acquisitions and initiatives that have enabled the company to scale and solidify its industry dominance, including implementing a companywide ERP system and acquiring a 134,000 square-foot production facility.

Corey Beck

President & Director of Winemaking
Francis Ford Coppola Winery

Learn More About Corey

Corey Beck has more than 20 years of experience in the wine industry. Upon earning his degree in fermentation science from the University of California at Davis, Beck worked at Chateau Montelena as Cabernet Sauvignon cellar master. He then worked for Inglenook as assistant winemaker. In 2006, Beck was appointed director of winemaking and general manager for Francis Ford Coppola Winery, and in 2014, he was promoted to president of Francis Ford Coppola Winery, overseeing the overall business, while simultaneously continuing his role as director of winemaking. Beck currently serves as president of the Sonoma County Vintners.

Thomas Bonomi, Jr.

President & CEO
Classic Wines and Price Family Wines

Learn More About Thomas

Price Family Vineyards & Estates (PFVE) and its affiliates own majority interests in Kistler Vineyards and Gary Farrell Vineyards & Winery along with Head High, LUTUM and Three Sticks. PFVE and its affiliates also own Durell Vineyards, Gap’s Crown Vineyard, Walala Vineyard and four other properties in Sonoma County totaling 400 planted acres. Prior to joining PFVE, Bonomi was managing director with Global Wine Partners. Upon graduating from University of San Francisco, Bonomi earned his CPA while working with KPMG. He currently serves on the Pride Mountain Vineyards Board of Managers and Sonoma State University Wine Business Institute Board of Directors.

David Bowman

EVP of Classic, Estates and Atlas
Jackson Family Wines

Learn More About David

David K. Bowman joined Jackson Family Wines in 2014 with more than 20 years of experience in the beverage industry. Bowman is responsible for managing the profitability and strategy for the Jackson Family’s Classics, Estates and Atlas wine portfolios – from the iconic La Crema and Kendall-Jackson wineries, to the family’s more recent acquisitions such Penner-Ash and Brewer-Clifton. Bowman also oversees the direct-to-consumer sales channel for these portfolios, inclusive of 18 tasting rooms located across California and Oregon. Prior to joining Jackson Family Wines, Bowman served as the global vice president of marketing and the general manager of EMEA (Europe, Middle East, Africa) for FIJI Water LLC.

Nicole Carter

CMO
Hess Collection-Winery

Learn More About Nichole

With more than 20 years of marketing, public relations, wine education, hospitality and wine writing experience, Nicole Carter leads strategy and creates brand building programs that raise awareness and appreciation of the wines of Hess Family Wine Estates with consumers, trade and media throughout the world. Additionally, she oversees style direction with winemaking teams across the portfolio. She is involved with blending and new product development, and works with winemaking and viticulture teams to ensure the highest quality is delivered in every wine. Carter holds a Certified Specialist of Wine from the Society of Wine Educators as well as certifications from the Court of Master Sommeliers, and the Wine and Spirits Education Trust.

Dennis Carroll

Head Hooligan
Wine Hooligans

Learn More About Dennis

As a Certified Public Accountant out of college, finance eventually led Dennis Carroll to wine and in 1994 he became the CFO and founding member of a what was then a new retail wine and spirits store called Beverages and More. Today, BevMo is one of the leading fine wine and spirits chains on the West Coast. He later started his own wine consultancy, assisting the sale of Blackstone to Constellation, and a long association with Purple Wine Company, which he helped found, and then ran as the president and COO for the next 12 years. Following its sale, he created Wine Hooligans to both create and reinvent artisan wine brands with identity, purpose, and authenticity. Today, Wine Hooligans comprises five wine brands, four winemakers, and one Head Hooligan.

Carmen Castaldi

President
Rodney Strong Wine Estates

Learn More About Carmen

Carmen Castaldi serves as president of Rodney Strong Wine Estates, which includes Rodney Strong Vineyards, Davis Bynum Winery and 14 estate vineyards. Castaldi joined the management team at Rodney Strong Vineyards in June 2005 as vice president, overseeing the sales and marketing operations. Over the past 11 years Castaldi has built and expanded a world class sales and marketing team to grow the successful Rodney Strong Estate, Reserve, and Symmetry programs. In addition to overseeing the acquisition of the Davis Bynum brand in 2007, he has successfully launched over a dozen new wines. Castaldi was promoted to president of Rodney Strong Wine Estates in March 2016.

George Coope

Senior Director of Strategy & Analysis
Zepponi & Company

Learn More About George

George Coope has more than 25 years of investment banking and advisory experience in the wine, beer and distilled spirits industries. Prior to joining Zepponi & Company, Coope held senior roles at several boutique investment banks in San Francisco and was a founding member of the consumer practice group at Hambrecht & Quist LLC. He also worked in research and development and operations at Miller Brewing Company. Coope is a former director of Patz & Hall Wine Company and The Coppola Companies. Coope graduated with a B.A. from Stanford University, an M.S. in food science with a specialization in viticulture and enology from UC Davis and an MBA from Harvard Business School.

Tony Correia

Owner
The Correia Company

Learn More About Tony

Tony Correia is widely recognized as a leading authority on the valuation of agricultural and rural properties, with a special emphasis on vineyards and wineries. He holds the professional designation of Accredited Rural Appraiser (ARA), and is currently an owner of The Correia Company. He provides a wide array of valuation and consulting services on agricultural and rural properties, specializing in more challenging valuations involving wineries, vineyards, estate planning and settlement, undivided partial interests in real property and water rights. He is also an instructor of valuation courses and seminars throughout the nation and Mexico, and is also a frequent public speaker on agricultural properties, appraisal, taxation, estate planning issues, water rights and the vineyard and wine industries.

Dan Costello

Managing Director
TSG Consumer Partners LLC

Learn More About Dan

Dan Costello is a managing director at TSG Consumer Partners, a leading private equity firm focused exclusively on the branded consumer sector. Costello works with TSG’s partner companies on growth strategies and is also responsible for originating and diligencing new investment opportunities. Before joining TSG, Costello was with Wachovia Securities where he advised consumer and retail clients across a variety of transactions including mergers and acquisitions and debt and equity financings.

Mitch Davis

Senior Vice President of Production–Winery Operations
Jackson Family Wines

Learn More About Mitch

Mitch Davis joined Jackson Family Wines as the marketing director for the family’s Napa and Sonoma Artisan Wine Portfolio in 2008, and after leaving the company for a short stint at Mumm Napa, he was promoted to general manager of the JFW’s Carneros Hills Winery in late 2012, responsible for retrofitting a nearly 40-year-old winemaking facility into a state of the art, artisan Pinot Noir-focused winery. He then took over GM responsibilities for La Crema, including strategic direction and day-to-day management of the winery. In late 2015, Davis was promoted into his current role of senior vice president of production–winery operations and is responsible for winemaking, bottling, warehousing, logistics and supply chain operations.

Scott Edwards

COO
Foley Family Wines

Learn More About Scott

Scott Edwards has more than 30 years of experience with wine, spirits and beer, working inside wholesaler and distributor channels. Early in his career, Edwards spent several years in the Washington, D.C. area with Forman Distributing (now RNDC) before moving into a multi-state sales role with Beringer Wine Estates. He held a variety of positions over a 22-year period with Beringer (now Treasury Wine Estates) including managing national accounts, luxury on premise and exports. More recently Edwards held roles as EVP sales and planning for Foley Family Wines and president of Epic Wines and Spirits, now currently serving as COO Foley Family Wines.

Matt Franklin

Partner
Zepponi & Company

Learn More About Matt

Matt Franklin has more than 19 years of corporate finance advisory experience, including mergers and acquisitions, equity and debt financings, valuations and technical accounting. Franklin has been an advisor on numerous beverage alcohol industry transactions and has completed more than 100 business valuations and valuation-related consulting projects. Franklin was previously a managing director at a boutique investment banking firm in San Francisco where he provided sell-side and buy-side transaction advisory services to food and beverage companies. Matt also worked for KPMG’s Investment Management Services Group where he provided assurance and advisory services to investment banks, private equity firms, mutual funds, hedge funds and broker/dealers.

Steve Fredricks

President,
Turrentine Wine Brokerage

Learn More About Steve

Steve Fredricks joined Turrentine Brokerage in 1991 as a bulk wine broker. Over the years he has established himself as an expert in the sales of bulk wine and grapes, understanding market cycles, and building long term relationships. Fredricks is currently managing all Turrentine Brokerage operations and directly responsible for Turrentine’s international relationships and strategic alliances in France, Italy, Spain, Australia, Chile and Argentina. Fredricks graduated from U.C. Davis with an individual major of wine production management and Marketing, combining business and fermentation science.

Dennis Groth

Owner & President
Groth Vineyards

Learn More About Dennis

Dennis Groth is currently serving as Chairman of Groth Vineyards & Winery, an 80,000-case estate winery in Oakville, Napa Valley, California. This business was founded by Dennis and Judith Groth in 1982 and is controlled privately by them. Before his career in the wine business, Groth started at Atari, Inc. in 1978 as vice president, finance. From 1980 to 1982 Groth was executive vice president, responsible for finance, administration, human resources, strategic planning, and several emerging new businesses that Atari was developing, before being named president of the Consumer Electronics Division and Atari International in 1983. In 1984 Warner Communications, Inc. sold Atari and Dennis left the Company. He is presently a Director for the Wine Institute.

Ray Johnson

Executive Director
School of Wine Business Institute. Sonoma State University

Learn More About Ray

Ray Johnson is the executive director of the Wine Business Institute at Sonoma State, the first university in the United States to offer a B.S. in wine business in 1998, the first to offer a Wine MBA in 2008 and the first in the world to offer an Executive Wine MBA in 2012. Johnson joined the wine business in 1986 at the Christian Brothers’ Greystone Cellars in Saint Helena, California. He went on to sell wine, first on the supplier side, and later in retail, working directly with consumers. He earned his master’s in wine business from the University of Adelaide in South Australia and taught for fourteen years.

Eric Jorgensen

President
Wine business Monthly

Learn More About Eric

Eric Jorgensen has been with Wine Business Monthly since 2000, serving as the President and Publisher for the past 15 years. Prior to joining Wine Business Monthly, he was Vice President and General Manager of Messaging and Community for Excite@Home, where he joined in the Company’s infancy and remained through its IPO and merger. Before Excite, Mr. Jorgensen held management and finance positions at Taligent and Apple Computer. Mr. Jorgensen also spent 5 years at Pacific Telesis International, creating and operating telecommunications businesses overseas. Mr. Jorgensen graduated from University of California, Berkeley with a BA in economics and holds a MBA from Wharton.

Brian Kelleher

VP Sales & Marketing
Winery & Wayfarer Wines

Learn More About Brian

Brian Kelleher is a veteran wine sales strategist who previously served as Pahlmeyer’s director of commercial sales, and prior to that as western division manager. Kelleher is responsible for managing both the direct-to-consumer and wholesale sales channels in the U.S and internationally, as well as sales planning, strategic business analysis and marketing for the wineries. Prior to his western division manager role at Pahlmeyer, Kelleher was the national sales manager for Pieta Santa Winery, followed by a stint with Wine Creek Cellars (later the V2 Wine Group), where he was managing U.S. sales for Torbreck Vineyards and Winery, Quivira Winery, as well as La Follette Wines.

Erin Kirschenmann

Assistant Editor
Wine Business Monthly

Learn More About Erin

Erin Kirschenmann is the assistant editor for Wine Business Monthly, and has been with the magazine since 2012. In addition to production responsibilities for the monthly trade magazine, she writes about wine industry trends, including business, technology and sales and marketing topics for WBM, Wine Business Insider and Winebusiness.com. She graduated from Sonoma State University with a bachelor’s degree in communications with a journalism emphasis.

Bobby Koch

President and CEO
Wine Institute

Learn More About Bobby

Robert P. (Bobby) Koch is president and chief executive officer of Wine Institute. In this capacity, he leads Wine Institute, the public policy advocacy association representing 1,000 California wineries and affiliated businesses responsible for over 85 percent of the nation’s wine production and more than 90 percent of U.S. wine exports. His responsibilities include promoting and protecting the interests of the California wine industry worldwide, overseeing the industry’s legal, governmental and regulatory affairs and international marketing. Prior to his promotion to president and CEO, Koch headed the Washington, D.C. office of Wine Institute.

Bill Leigon

President
Jamieson Ranch Vineyards

Learn More About Bill

Bill Leigon is wine industry veteran and brand creator of 44 years. Leigon founded Jamieson Ranch Vineyards in Napa Valley in February 2013. In March 2017, Leigon sold the JRV brands to WX Brands of Novato. Prior to Jamieson Ranch Vineyards, he served for 12 years as president of Hahn Family Wines. Leigon is an industry innovator and visionary, having pioneered the use of the internet and social media to build and market Hahn Family Wine brands, leading to increased international recognition. Leigon successfully introduced Cycles Gladiator, an everyday wine, which followed the groundbreaking success of HRM Rex Goliath, which was successfully sold by Hahn to Constellation Brands.

Ian Malone

Director
Aspect Consumer Partners

Learn More About Ian

Ian Malone is a director and a founding member of Aspect Consumer Partners. He has over 16 years of finance, investment banking, M&A and operational experience in wine, craft beer, consumer products, real estate and technology. Malone specializes in advising growing consumer products companies on mergers and acquisitions, corporate finance and other important strategic matters, with a particular emphasis on companies in the wine, food and beverage sectors. Prior to co-founding Aspect Consumer Partners, he was a senior vice president with Global Wine Partners, where he led execution on a number of M&A transactions in the wine and craft beer industries.

Steve Matthiasson

Owner
Matthiasson Wines and Premiere Viticulture

Learn More About Steve

Steve Matthiasson is the owner/farmer/winemaker of Matthiasson Wines, founded in 2003. He makes a number of different restrained and classically balanced wines from both common and uncommon varieties. He is a co-author of the Code of Sustainable Conduct, the industry standard manual for sustainable viticulture in California. He has provided viticultural consulting since 1995 to many vineyards including Araujo, Dalla Valle, Spottswoode, David Arthur, Chappellet, and Stag’s Leap Wine Cellars. Along with his wife Jill, Steve farms his own family vineyards and tree fruit orchards in the Napa Valley. Matthiasson received his B.A. from Whittier College in 1991 and his M.S. from UC Davis in 1996. He is a licensed Pest Control Advisor.

Shannon McLaren

CFO
Crimson Wine Group

Learn More About Shannon

Shannon McLaren’s experience in consumer packaged goods, prior to joining Crimson, includes Wente Family Estates in Livermore where she was corporate controller and at The Clorox Company in Oakland where she worked in both finance and accounting. Preceding that, McLaren spent eight years in auditing, mostly with KPMG LLP in both the Nova Scotia, Canada and Mountain View, California offices. In addition to her Canadian and California CPA licenses, McLaren holds a bachelor’s degree in business administration with a concentration in accounting from Cape Breton University in Nova Scotia.

Russell Miller

Associate
RBC Capital Markets, LLC

Learn More About Russell

Russ Miller is an assistant vice president at RBC Capital Markets, where he works alongside analyst Nik Modi in covering the beverage, household personal care and tobacco industries. Prior to joining RBC Capital Markets, Miller worked at UBS in the same capacity and earlier worked in the wealth management divisions of Merrill Lynch and Morgan Stanley. He graduated from Rutgers University, where he double majored in finance and economics.

Peter Mondavi Jr.

Co-proprietor
Charles Krug Winery

Learn More About Peter

Peter Mondavi Jr. is the second son of Peter and Blanche Mondavi and grandson of Cesare and Rosa Mondavi, the Napa Valley pioneers who purchased the historic Charles Krug Winery in 1943. As co-proprietor with his brother Marc, he works on issues of strategic importance, including stewardship of the family legacy. He attended Stanford University, earning a B.S. in mechanical engineering, an M.S. in engineering management and an MBA a decade later. His engineering background has proved a valuable asset to the winery as he has directed a number of key design projects, including the development of a state-of-the-art winemaking facility. His business education has also greatly contributed to the development and execution of the company’s long-term strategic plan.

Bill Newlands

EVP & COO
Constellation Brands

Learn More About Bill

Bill Newlands oversees the company’s Wine + Spirits and Beer Divisions. He also leads the growth organization, which spearheads cross-divisional innovation efforts and consumer insights meant to fuel sustainable, long-term growth for the company. Newlands is a member of the executive management committee. He joined Constellation in 2015 as EVP, chief growth officer. In 2016, his role expanded to include leadership of the Wine + Spirits Division, and in 2017 he became the company’s chief operating officer. Newlands previously served as president, North America at Beam, Inc. Under his leadership, Beam became one of the fastest-growing companies in its category.

Jeff O’Neill

President
O’Neill Vintners and Distillers

Learn More About Jeff

Jeffrey B. O’Neill entered the wine business in 1980 and founded Golden State Vintners with a private equity group in 1985 and remained CEO until its sale in 2004. In 2011, O’Neill launched the luxury wine producer Ram’s Gate Winery in the Carneros region of Sonoma County and founded XTANT Wines to produce Napa Cabernet in 2000. In 2016, Mr. O’Neill acquired the 80,000-case Robert Hall Winery in Paso Robles. O’Neill’s industry activities include past chairman of the California Wine Institute, past chairman of the Presidents’ Forum of the Distilled Spirits Industry, and past chairman of the Board of Directors’ of Woolf Farms, a 27,000 acre farming conglomerate.

David Pardes

Tax Partner
PricewaterhouseCoopers, LLP

Learn More About David

David Pardes has been part PwC’s Private Company Service practice since he arrived at PwC and is responsible for tax consulting and compliance services to numerous companies in industries that include manufacturing, agri-business and retail and consumer with a specialization in the vineyard and winery industry. Additionally, Pardes has experience working with high net-worth individuals, which has enabled him to advise on the implications of shareholder investments and the transfer of wealth to future generations. Pardes has obtained his MBA with a concentration in Finance from Boston University and an MS in Taxation from Golden Gate University.

Cyril Penn

Editor
Wine Business Monthly

Learn More About Cyril

Cyril Penn is editor in chief of Wine Business Monthly, North America’s leading publication for wineries and growers. Penn has nearly three decades of wire service, magazine and broadcast experience. Penn began his career as a journalist in New York at Reuters in 1987, where he covered the energy industry for more than three years. He moved on to become a freelance reporter specializing in energy, high technology and biotechnology. Prior to joining Wine Business Monthly, Penn was managing editor of the California Energy Markets newsletter in San Francisco. Penn holds a bachelor’s degree in media studies from Fordham University in New York.

Andrew Prior

Director
Washington DC National Tax Services Legislative and Regulatory Practice, PricewaterhouseCoopers, LLC

Learn More About Andrew

As a member of the Tax Policy Services group, Prior oversees the monitoring and analysis of federal tax legislative developments. He also assists individuals, companies, associations and coalitions with lobbying and advocacy initiatives before Congress, the U.S. Treasury Department, and the Internal Revenue Service. In addition, Prior is a frequent speaker at tax meetings and conferences on current tax legislative developments. From 1993 to 1996, Prior worked as the chief Capitol Hill tax reporter for CCH, Inc. He was responsible for covering the U.S. Congress, including House Ways and Means and Senate Finance Committees, and reporting on tax, budget, health, retirement, and entitlement legislation.

Zach Rasmuson

COO

Duckhorn Wine Company

Learn More About Zach

As chief operations officer since 2012, Zach Rasmuson has played an integral role in establishing Duckhorn Wine Company as a preeminent luxury wine brand. At the same time, his decades of winemaking expertise inform every aspect of an acclaimed portfolio that spans multiple appellations, brands and styles. He works closely with each Duckhorn winemaker to oversee every aspect of production, including winemaking, grower relations and an estate program that spans Napa Valley, Anderson Valley, Sonoma County and Red Mountain in Washington State. Rasmuson also works alongside president and CEO Alex Ryan to chart the future of the company, implementing initiatives for strategic and sustainable growth.

Carol Reber

SVP/CMO
Duckhorn Wine Company

Learn More About Carol

Carol Reber is the chief marketing and business development officer for Duckhorn Wine Company, which carries a portfolio of American super-luxury wine brands, including Duckhorn Vineyards, Goldeneye Anderson Valley, Paraduxx Napa Valley, Migration and Decoy by Duckhorn. Reber is responsible for Duckhorn Wine Company’s strategic marketing, business development, trade marketing, corporate brand communications, direct to consumer sales and the company’s acclaimed hospitality programs for its three winery estates. Within Carol’s first two years at Duckhorn, she was instrumental in nearly doubling case volume and earnings. In addition, under her leadership, the Decoy by Duckhorn brand has reached the #2 spot in the $20 + SRP category and wine club membership has grown three-fold.

Dale Stratton

Director of Strategic Insights
Constellation Brands

Learn More About Dale

Dale joined Constellation in 2006 as Vice President, Strategic Insights overseeing consumer insights, consumer affairs, business analytics and market research. In his current role Dale is responsible for building out and resourcing the Total Beverage Alcohol (TBA) shopper, commercial analytics, and sales enablement capabilities. Prior to joining Constellation Dale spent 22 years working at E. & J. Gallo Winery where he began his career. During his time with Gallo, he covered a wide range of responsibilities that included distributor management, account management, strategic insights and Lean Six Sigma.

Gale Sysock

VP Custom Resources Group
Delicato

Learn More About Gale

Gale Sysock has more than 35 years of multi-faceted global wine industry experience, from vineyard management to winemaking, branded goods distribution, bulk wine contracts and supply demand responsibilities for domestic and international procurement. He has developed an expert knowledge of global supply and how the pieces fit together with the demands of today’s wine market. For the past 18 years as VP Custom Resource Group, Sysock has been a part of the dynamic growth at Delicato Family Vineyards. He leads a division responsible for business to business activities, which is highlighted by bulk wine sales to both the domestic and international markets and managing import supply.

Steve Tamburelli

President & CEO
Clos du Val

Learn More About Steve

Steve Tamburelli joined Clos Du Val in 2014 as president and CEO and, with winemaker Kristy Melton, guided a renaissance at the winery. His most pivotal decision was to begin making almost all of Clos Du Val’s wines exclusively using estate-grown grapes beginning with the 2014 vintage, achieved by eliminating numerous wines and cutting overall Cabernet Sauvignon production almost in half. A Napa Valley native, Tamburelli has spent his entire life working in and around the wine industry, developing a passion for wine and a comprehensive knowledge of sales and marketing. Prior to joining Clos Du Val, he worked at Stag’s Leap Wine Cellars and Chappellet Vineyard.

Dr. Liz Thach, MW

Distinguished Professor of Wine and a Professor of Management
Sonoma State University

Learn More About Liz

Dr. Liz Thach, MW (pronounced “tosh”) is the Distinguished Professor of Wine and a Professor of Management at Sonoma State University where she teaches in both the undergraduate and Wine MBA programs. Liz’s passion is wine, and she has visited most of the major wine regions of the world and more than 37 countries. In addition, she is an award winning author who has published over 130 articles and 8 wine books, including Call of the Vine, Wine – A Global Business and Wine Marketing & Sales. A fifth generation Californian, Liz finished her Ph.D. at Texas A&M and now lives on Sonoma Mountain where she tends a small hobby vineyard and makes pinot noir wine. She also works as a wine judge in various competitions, and has served on many non-profit wine boards. Liz obtained the distinction of Master of Wine (MW) in May of 2011.

Bob Torkelson

President and CEO
Trinchero Family Estates

Learn More About Bob

Bob Torkelson, president and chief executive officer of Trinchero Family Estates, has spent his entire career in the wine industry. Before joining Trinchero in 1997, he spent time at E&J Gallo and as general manager for Lovotti Bros. Distributing Company. Torkelson began his career at Trinchero division manager in Chicago, quickly moving into the national sales manager role in 2000. In November 2001, Torkelson was promoted to senior vice president of sales—global sales manager, overseeing Trinchero Family Estates’ worldwide sales. He became Trinchero Family Estates’ president and chief operating officer in spring 2004. In May 2017, Torkelson was appointed to his current role of president and chief executive officer.

Robert Trone

Co-Owner
Total Wine & More

Learn More About Robert

Robert Trone is a co-founder of Total Wine & More, the largest privately owned alcoholic beverage chain in the United States. Trone attended the University of Pennsylvania earning his bachelor’s degree from the Wharton School of Business in 1981. He then continued his education, earning his JD of Law from the University of Pennsylvania in 1991. Trone has been involved in the alcoholic beverage industry since 1982. By the end of 2017, Total Wine & More will operate in 21 states and currently have 162 wine superstores and over 5,000 team members.

Daniel Tugaw

Market Reasearch and Analyst
Turrentine Brokerage

Learn More About Daniel

Daniel Tugaw has been the Market Researcher & Analyst for Turrentine Brokerage since 2011. Specializing in current and projected supply in the wine industry, Daniel is the author of the Turrentine Outlook: Forecasts and Strategies for a Competitive Advantage, an annual publication providing in-depth analysis surrounding California’s grape and bulk wine pricing, tons crushed, bearing vs. non-bearing acres, and international sourcing. He is also a key contributor to the Turrentine Wheel and strategic information for Turrentine Brokerage.

William Vyenielo

Senior Business Consultant – Wine, Food & Agriculture
Moss Adams

Learn More About William

Bill Vyenielo has been working with clients in the wine industry for more than 25 years, and has been solving operational challenges for vineyard and winery clients since 2006. He works with owners and managers to help them successfully develop and manage their winery operations and build their brands, providing guidance in strategic planning, sales and marketing, and winery and vineyard development. Prior to joining Moss Adams, Vyenielo held executive management positions leading and running estate winery operations ranging from start-ups and turnarounds to highly successful winery businesses. Earlier in his career, he was a lender and appraiser with Farm Credit.

Dan Zepponi

President and CEO
Cuvaison

Learn More About Dan

Dan Zepponi is a graduate of the UC Berkeley Engineering program with graduate business coursework from Regis University and has been a senior executive in the wine industry for many years, most recently running Vintage Strategies, Inc. a Napa-based consultancy firm. He has served as president of West Coast Wine Partners in Sonoma and president of Mission Hill Winery/Artisan Wine Company in British Columbia. Prior to those roles he was senior vice president, production and supply chain of the Americas for Beringer/Fosters Wine Estates and has served on several industry boards in Napa, Sonoma and British Columbia, Canada.