The Bonny Doon sale to WarRoom Ventures, a wine production and marketing business, was recently announced. On March 24th, 2020, WarRoom’s president Andrew Nelson is an open book at Central Coast Insights in Paso Robles. Join me as I talk with Mr. Nelson and other traditional and non-traditional Central Coast wine investors and find out why Bonny Doon founder, Randal Grahm said WarRoom appealed to him because ‘they can sell wine like crazy’.
Details:
Buyer ambitions for Central Coast wine industry investments are varied, whether it’s to expand an existing wine portfolio, help a brand reboot, grow and expand an overall financial portfolio or simply participate in the wine country lifestyle. What drives each of these types of buyers to put their money into the Central Coast? Join Jenny Heinzen as she talks to traditional and non-traditional wine investors.
Jenny Heinzen, Moderator owner, Jenny Heinzen Real Estate. Jenny Heinzen is a Real Estate Broker offering a high-end experience to clients from individuals to savvy investment funds. Co-owner of California Central Coast’s premier vineyard advisory and management company, Jenny holds long-standing relationships and insider wine industry knowledge across San Luis Obispo, Monterey, and Santa Barbara counties. A Central Coast native, Jenny grew up in a real estate investing family and earned a Master’s in Agriculture from Cal Poly, San Luis Obispo. After a position as a project manager at a leading Mergers & Acquisitions firm and becoming a licensed broker in 2004, Jenny partnered with a boutique Napa Valley firm specializing in vineyard, winery, and lifestyle properties. She also served as President of the Women’s Council of Realtors and was named a “30 under 30” by the National Association of REALTORS®. Today Jenny and her family own a vineyard in Paso Robles, Willow Creek AVA and are grateful to volunteer in the community they love.
Robert O'Neal Gray founder, Moonstone Vineyards. Real estate, acquisitions and investments have kept Texas entrepreneur Robert O'Neal Gray busy for more than 40 years on projects as diverse as outdoor billboards to self-storage facilities, apartments, multiple properties and more than 20 start-ups. Gray holds 18 unique patents including 5 in the tech/encryption/security arena, and is cited on more than 341 further patent applications. He is founder of the 515-acre farm and wildlife property, MoonSprings Vineyard in Paso Robles where he has 200 acres under vine.
Pat Roney CEO and founding partner, Vintage Wine Estates. Long-time wine industry executive and vintner Pat Roney is at the helm at one of America’s fastest growing wine companies. Vintage Wine Estates was formed with the merger of Roney’s Girard Winery and Windsor Vineyards in 2007. Since then, the portfolio has grown to include both iconic fine wine estates and powerful retail brands; among them Clos Pegase, Swanson, Cosentino, Delectus (Napa Valley), B.R. Cohn, Sonoma Coast Vineyards (Sonoma), Clayhouse, Qupé, Laeticia (Paso Robles), Tamarack, Buried Cane (Washington State), Firesteed (Oregon), Layer Cake, Cherry Pie, Cameron Hughes, Middle Sister, Game of Thrones, Purple Cowboy, Splinter Group Spirits, Distillery No. 29 Gin and numerous exclusive brands. Roney’s leadership focuses on robust wholesale and consumer-direct growth, an aggressive acquisition plan and a commitment to company culture and cultivating the most talented team in the wine industry.
Andrew Nelson owner, War Room Ventures. Andrew Nelson has more than 10 years of experience in domestic and international wine industries with liquor conglomerate (Diageo), beer (Firestone Walker) and wine (Edna Valley, Beaulieu Vineyards, Sterling, Provenance, Acacia, Rosenblum, Four Vines, Tooth & Nail Winery). Nelson has worked in winery/brewery operations, vineyard management, procurement, supply chain, marketing, sales and distribution. Nelson was one of three original partners of Rabble Wine Company / Tooth & Nail Winery. Then he formed WarRoom ventures with Don Daniels, a major investor of Rabble, and Ken Warwick, creator of American Idol and owner of Villa San Juliette Winery in Paso Robles. WarRoom’s goal is to create a 1 million case wine brand. He holds a B.S. in Agribusiness with a minor in Viticulture and Enology from Cal Poly and lives in San Luis Obispo with his wife Erica and their two young children.
Registration: https://www.eiseverywhere.com/ereg/newreg.php?eventid=470331& 2:00 pm - 3:00 pm, Tuesday, March 24, 2020.
