2016 BRAND PRESENTATION - A Small Winery Making a Big Impact, Year after Year - Domaine Serene

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2016 BRAND PRESENTATION - A Small Winery Making a Big Impact, Year after Year - Domaine Serene
2 0 1 6 B R A N D P R E S E N TAT I O N

               A Small Winery Making a Big Impact, Year after Year.

MAY 31, 2016                   C O N F I D E N T I A L                1
2016 BRAND PRESENTATION - A Small Winery Making a Big Impact, Year after Year - Domaine Serene
ABOUT DOMAINE SERENE

LEAP OF FAITH
•    Founded by Grace & Ken Evenstad in 1989
•    Began with a recently-logged 42-acre hilltop estate in the
     Dundee Hills of Oregon
•    Vision of building an international market for Oregon Pinot
     Noir
•    Undisputed pioneer and leader of the luxury wine market in
     Oregon

FAMILY VALUES
•    Named after the Evenstads’ daughter, Serene
•    First vineyard planted named after their son, Mark Bradford
     Evenstad

CONTINUOUS PURSUIT OF QUALITY
•    Winemaking without compromise
•    State-of-art, five-level, gravity flow winery built in 2001
•    Site diversity: Six vineyard estates, 3 Willamette Valley AVAs,
     over 250+ acres planted to Pinot Noir and Chardonnay
•    Most awarded winery in Oregon history!

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2016 BRAND PRESENTATION - A Small Winery Making a Big Impact, Year after Year - Domaine Serene
B R A N D V I S I O N & S T R AT E G Y
                           A Fo u n d a t i o n o f Q u a l i t y

                                                   VISION
                                     To be globally recognized as
                                     iconic quality leaders of Pinot
                                     Noir and Chardonnay across
                                     multiple regions and styles

                 CORE COMPETENCIES                                  CORE VALUES
                Drive for Results, Innovation,              Integrity, Quality, Perseverance,
               Operational Excellence, Product              Continuous Improvement, Hard
               Quality, Agility, Business Savvy,              Work, Commercial Courage
                    Industry Leadership

                                      CORE STRATEGIES
                                  Relentlessly focus on the continuous
                                  pursuit of quality in everything we do.
                                  Reinvest profits generated in order to
                                  continue raising the bar for quality and
                                  recognition.

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2016 BRAND PRESENTATION - A Small Winery Making a Big Impact, Year after Year - Domaine Serene
YEAR IN REVIEW

                    SOMM
                    SELECTION

           2015 Wine Style Awards
          Oregon Pinot Noir
          Evenstad Reserve #1                                  2 4 + A c r e s o f New
          (Two Wines in Top-10)                               Chardonnay Plantings

                     at

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2016 BRAND PRESENTATION - A Small Winery Making a Big Impact, Year after Year - Domaine Serene
WHERE WE ARE GOING
               What’s Not Changing…
               •     Consistent luxury leadership
               •     The brand & estates will never be sold
               •     Commitment to quality & continuous
                     improvement above all

                                             What’s Under Development…
                                             •   Chardonnay Expansion
                                             •   Dynamic multi-vintage Rosé
                                             •   Library Release program
                                             •   DSGC corks

               What’s On the Horizon…
               •     Clubhouse of Domaine Serene
               •     Château de la Crée development
               •     New Sparkling Wine

                   Domaine Serene: A Small Winery Doing Big Things.
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2016 BRAND PRESENTATION - A Small Winery Making a Big Impact, Year after Year - Domaine Serene
T H E E S TAT E S O F D O M A I N E
                                                  SERENE
                                     G R E AT W I N E S B E G I N W I T H G R E AT V I N E YA R D S

•     Six distinct marquee estates, all dry-farmed
      and LIVE certified
•     Diversity of clones, rootstocks, microclimates,
      slopes and elevations for complex, elegant
      Pinot Noir & Chardonnay
•     Environmentally responsible and sustainable
      farming
•     Extremely low yields for maximum terroir
      expression
                                                                                    Winery Hill Estate

           Jerusalem Hill Vineyard                    Evenstad Estate                 Two Barns Vineyard
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2016 BRAND PRESENTATION - A Small Winery Making a Big Impact, Year after Year - Domaine Serene
T H E E S TAT E S O F D O M A I N E
                            SERENE
               G R E AT W I N E S B E G I N W I T H G R E AT V I N E YA R D S

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2016 BRAND PRESENTATION - A Small Winery Making a Big Impact, Year after Year - Domaine Serene
T H E E V E N S TA D E S TAT E

     Crowning the southernmost peak of the Dundee Hills, the seven vineyards of
    this estate have multiple exposures and produce some of our most prized wines.

                               PRIMARY       YEAR           TOTAL   PLANTED
   A.V.A.       VARIETALS     SOIL TYPES   PLANTED          ACRES    ACRES    ELEVATION
                Pinot Noir,
Dundee Hills                     Jory         1993           142      66      520-825 FT
                Chardonnay
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2016 BRAND PRESENTATION - A Small Winery Making a Big Impact, Year after Year - Domaine Serene
W I N E RY H I L L E S TAT E
      Home to our winery atop the Red Hills of Dundee, our high elevation site
     extends hang time of the fruit, building complexity in wines from this estate.

                               PRIMARY       YEAR           TOTAL   PLANTED
   A.V.A.       VARIETALS     SOIL TYPES   PLANTED          ACRES    ACRES    ELEVATION
                Pinot Noir,
Dundee Hills                     Jory         2000           149      36      775-930 FT
                Chardonnay
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2016 BRAND PRESENTATION - A Small Winery Making a Big Impact, Year after Year - Domaine Serene
J E RU S A L E M H I L L V I N E YA R D

        Our lowest elevation site, and only vineyard in the Eola-Amity Hills, is
        planted on Woodburn sedimentary soil and produces rich, spicy wines.

                              PRIMARY        YEAR           TOTAL   PLANTED
  A.V.A.       VARIETALS     SOIL TYPES    PLANTED          ACRES    ACRES    ELEVATION
Eola-Amity
                Pinot Noir   Woodburn         2000           90       59      200-300 FT
   Hills
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T WO BA R N S V I N E YA R D

        Unique to the Dundee Hills AVA, this site occupies a geologic zone that
         transitions from sedimentary Willakenzie soil to volcanic Jory soil.

                              PRIMARY        YEAR           TOTAL   PLANTED
   A.V.A.       VARIETALS    SOIL TYPES    PLANTED          ACRES    ACRES    ELEVATION
                             Willakenzie
Dundee Hills    Pinot Noir                    2000           215      38      300-400 FT
                              & Jory
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A B B E Y OA K S V I N E YA R D
This vineyard is our only in the Yamhill-Carlton AVA, and is comprised of Willakenzie
 series sedimentary soils. Relatively low elevation, a complex selection of clones, and
       the south-facing slope ensure consistent ripeness and flavor concentration.

                              PRIMARY        YEAR           TOTAL   PLANTED
   A.V.A.       VARIETALS    SOIL TYPES    PLANTED          ACRES    ACRES    ELEVATION
  Yamhill-
                Pinot Noir   Willakenzie      2012           40       28      220-320 FT
  Carlton
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T R I P L E C ROW N V I N E YA R D
                Named for its location crowning the Dundee Hills, Triple Crown
                is the third vineyard planted after the Evenstad and Winery Hill
                              estates and the site highest in elevation.

                                  PRIMARY        YEAR           TOTAL   PLANTED
   A.V.A.          VARIETALS     SOIL TYPES    PLANTED          ACRES    ACRES    ELEVATION
                   Pinot Noir,
Dundee Hills                        Jory          2014           79       24       745-900 FT
                   Chardonnay
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WINEMAKING

    E XQUISITE O REGON E XPRESSIONS

    •    Silky style and smooth texture through
         consistent, precise winemaking practices
    •    The art of blending is the hallmark of our
         winemaking philosophy
    •    Each block handled separately for complete
         terroir transparency, through barrel aging
    •    100% French Oak barrel aging program,
         keeps estate vineyards separate until very last
         assemblage before bottling
    •    Minimum 16-18 months in oak, 1-2 years in
         bottle for Pinot Noir: ensures flavors are well-
         integrated

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O U R W I N E RY
                             Five Levels, Gravity Flow, State-of-the-Art,
                                     Customized for Pinot Noir
① Fruit Delivery
      –   All grapes hand-sorted
      –   Individualized treatment of each vineyard
          block upon delivery
② Fermentation                                                               1
      –   Unusual flexibility at harvest due plentiful
          tank space
      –   Customized selection of fermenters (size &
          shape) to optimize for each wine type                 2
      –   Up to 250 micro-crus
③ Barrel Aging
     –    100% French Oak (only!)                          3
     –    Variety of coopers, barrel sizes, oak types
          and toast levels for precision treatment                          4
④ Blending & Bottling
     –    Multiple lots, meticulously blended
     –    Intensive tasting protocols to create ideal
          blends over extended time frame
⑤ Bottle Aging                                                  5
     –    Minimum bottle aging of 1-2 years
     –    Release is never rushed to make room for
          next vintage
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C O M M I T M E N T T O C H A R D O N NAY
                                 Most Awarded Chardonnay Winery in Oregon
•      Dijon clone, Jory soil, high elevation: the perfect
       combination for Oregon Chardonnay
         – 42.8 planted acres of Chardonnay acreage (over 24 acres
           of recent plantings from 2013-15)
         – All plantings are above 600 feet in Dundee Hills AVA
                   • Multi-faceted Triple Crown Vineyard
                   • Highest part of Winery Hill Estate (930+ ft)
         – Numerous micro-crus drive complex blends
         – Low yields, typically under 3 tons per acre

•      Plus a cutting-edge winemaking “tool kit”
         – Copious space for micro-cru barrel fermentation
         – Precision pressing: the perfect amount of skin extract
         – Selection of yeasts to drive complexity and quality
         – Yeast lees stirred 3-6 months for palate weight and
           density
         – Full-year dedicated to blending process, followed by
           extended bottle aging
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E V E N S TA D R E S E RV E
                          C H A R D O N NAY
                          The Essence of the Art of Blending
                                 Flagship Wine of our Chardonnay program
                               Clonal variation & site-driven diversity drive quality
                          from vintage to vintage, like its Pinot Noir counterpart
                                 Complex, balanced, viscous & persistent

                          VARIETAL:                100% Chardonnay
                          APPELLATION:             Dundee Hills
                          BARREL AGING:            14 Months 20% New French Oak
                          HARVEST DATE:            9/26/13 to 10/6/13
                          ALCOHOL:                 13.3%

“   A chardonnay showing wonderful smoke,
    stones and daffodils on the nose and palate.
    Full-bodied, very bright and racy with a
                                                      RECENT ACCOLADES
                                                        JS      WE        WS      WA
    linear structure and a long and persistent         2013     2013     2013     2012
    finish.” (2013 Vintage) James Suckling             95 pts   95 pts   91 pts   93 pts

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E V E N S TA D R E S E RV E P I N O T N O I R
                          The Essence of the Art of Blending
                                 Selected Barrels from Estate Vineyards
                                 Elegant, Complex & Silky, Year after Year

                          VARIETAL:                  100% Pinot Noir
                          APPELLATION:               Willamette Valley
                          BARREL AGING:              16 Months 65% New Oak
                          HARVEST DATE:              10/1/12 to 10/17/12
                          ALCOHOL:                   14.3%

“   Focused, vital, ripe and distinctive, with a
    coppery note weaving through the strawberry
    and raspberry flavors. Hints at clove and root
                                                        RECENT ACCOLADES
                                                          WS      WE        JS      WA
    beer as the finish persists.” (2012 Vintage)         2012     2012     2012     2012
    Wine Spectator                                       93 pts   94 pts   93 pts   93 pts

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YA M H I L L C U V É E P I N O T N O I R
                          Our Signature Blend from Yamhill County
                                Named for the county that is home to all of our
                          estates
                                 Blend of grapes from Dundee Hills, Yamhill-Carlton
                                 and Eola-Amity Hills
                              Consistent, approachable, vibrant, silky
                          VARIETAL:        100% Pinot Noir
                          APPELLATION:              Willamette Valley
                          BARREL AGING:             13 Months 47% New Oak
                          HARVEST DATE:             9/27/12 to 10/12/12
                          ALCOHOL:                  13.1%

“   Gorgeous pinot with dried strawberry and
    spice character. Full body, soft tannins, and
    remains fresh and lively. Lovely combination
                                                       RECENT ACCOLADES
                                                        WE        JS       WS      IWR
    of ripe fruit and acidity.” (2012 Vintage)          2012     2012     2012     2012
    James Suckling                                      92 pts   93 pts   91 pts   90 pts

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“ ” RO S É ( M V * )
                          Artfully Blended Dry-Style Rosé
                                 A graceful balance of freshness and richness
                                 Array of exotic fruit characteristics
                                 Aromatic complexity, flavor intensity, textural balance
                                 First-ever wine release with DSGC corks

               VARIETAL:              Proprietary
               APPELLATION:          Oregon
               BARREL AGING:         Proprietary
               HARVEST DATE:         9/26/14 to 10/3/14
               ALCOHOL:              13.6%
                                                                RECENT ACCOLADES
“   This non-vintage rosé, modeled after a Bandol, is a blend
    of grapes and vintages, yet retains superb freshness and
    offers unusual complexity. Rich and tart, with a creamy
                                                                  ST
                                                                  V-7
                                                                               WE
                                                                           V-7 91 pts
    strawberry core, it also shows sandalwood highlights and     90 pts   Editor’s Choice
    a hint of barrel toast." Wine Enthusiast

                                                                   * MV – multiple vintages
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D O M A I N E S E R E N E G UA R A N T E E D C O R K
                              DSGC: Epic Wine Demands an Epic Cork
•    The Evenstads have always been committed to wines that
     reward extended aging
       –   They believe natural cork is critical to this goal
       –   Just the right amount of oxygen to soften tannins slowly,
           develop complexity

•    The DSGC stamp guarantees taint-free wine beginning
     with our 2014-vintage bottlings and V-8 “R” Rosé
       –   5-7% of wines with natural cork closures are flawed and
           undrinkable due to cork taint
       –   Cork-by-cork inspection screens for TCA and other taint
       –   Program covers all Evenstad brands and wines, including
           Château de la Crée & Grand Cheval
       –   Money-back guarantee for any corked bottles (with or
           without DSGC emblem)

•    DSGC provides unprecedented quality assurance to
     consumers and trade regardless of how old the wine is
     or where it’s consumed

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C LU B H O U S E AT D O M A I N E S E R E N E
                 R AISING THE BAR ON W INE H OSPITALITY AND E DUCATION

A complete original − classic, impressive, welcoming, serviceable
Best-in-class hospitality with elegant interiors and customizable
tasting spaces suitable for large or small groups.

                               Dynamic educational platform − perfect for world-class Pinot
                               Noir and Chardonnay − with vines and vistas on all sides.
                               Opening Summer 2017, built to last centuries…

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C H Â T E AU D E L A C R É E
                             O UR 15 TH C ENTURY C ÔTE            D ’O R   W INERY

                                             HERITAGE
                                             •   Restored Château in Santenay dates back to 1431
                                             •   Original owner Nicolas Rolin, founder of the
                                                 Hospices de Beaune
                                             •   Acquired by Ken & Grace Evenstad in 2015

TERROIR TRANSPARENCY
•    Estate-grown micro-production Pinot Noir and
     Chardonnay from 100% Côte d’Or sites
•    Minimal winemaking intervention, biodynamic
     farming practices
•    25-acre Côte de Beaune vineyard holdings include
     seven Premier-Cru parcels and two Monopoles:
     Pommard, Volnay, Puligny-Montrachet, Chassagne-
     Montrachet, Meursault, Santenay and Maranges
•    Majority of exported wine is Premier Cru; limited
     supply, not available in all markets
    MAY 31, 2016                      C O N F I D E N T I A L                                   23
MEDIA ACCOLADES

  2010 EVENSTAD RESERVE PINOT NOIR
  "A vibrant, focused and deliciously complex red, offering raspberry, cherry, cinnamon, mocha and
   subtle sage notes rolling through the long and expressive finish. Deft. Drink now through 2020."

MAY 31, 2016                                 C O N F I D E N T I A L                                  24
JA M E S S U C K L I N G
                   “ G R E AT W I N E S O F T H E WO R L D ”
       Domaine Serene is one of only three US wineries considered by wine critic James
      Suckling to be among the fifty greatest and most sought after wines of the world

MAY 31, 2016                       C O N F I D E N T I A L                               25
RECENT SCORES
                    83 Scores of 90+ Points for Current Domaine Serene Releases
 93 pts. 2012 Evenstad Reserve Pinot Noir
 91 pts. 2013 Evenstad Reserve Chardonnay
 91 pts. 2012 Yamhill Cuvée Pinot Noir
 92 pts. 2012 Clos du Soleil Vineyard Chardonnay
 93 pts. 2013 Clos de Lune Vineyard Chardonnay
 94 pts. 2012 Jerusalem Hill Vineyard Pinot Noir
                                                      91 pts. MV “R” Rosé
                                                      95 pts. 2013 Evenstad Reserve Chardonnay
                                                      94 pts. 2012 Evenstad Reserve Pinot Noir
                                                      92 pts. 2012 Yamhill Cuvée Pinot Noir
                                                      93 pts. 2013 Clos du Soleil Vineyard Chardonnay
                                                      94 pts. 2012 Fleur de Lis Vineyard Pinot Noir
95 pts. 2012 & 2013 Evenstad Reserve Chardonnay
93 pts. 2012 Yamhill Cuvee Pinot Noir
93 pts. 2012 Evenstad Reserve Pinot Noir
95 pts. 2012 Winery Hill Vineyard Pinot Noir
93 pts. 2012 Grace Vineyard Pinot Noir
94 pts. 2012 Jerusalem Hill Vineyard Pinot Noir

                                                      93 pts. 2012 Evenstad Reserve Pinot Noir
                                                      93 pts. 2012 Evenstad Reserve Chardonnay
                                                      93 pts. 2012 Grace Vineyard Pinot Noir
                                                      91 pts. 2010 Two Barns Vineyard Pinot Noir
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A DV E RT I S I N G 2 0 1 6
As seen in…

• Full-page ad, February issue
• Targeted at luxury wine
  collectors and trade accounts
• Solid cross-section of scores
  from Wine Advocate and Wine
  Spectator
     – Across all major publications,
       Domaine Serene has received
       an average score of 93 points on
       current market releases!
 MAY 31, 2016                     C O N F I D E N T I A L   27
WHERE WE ARE GOING
                     Domaine Serene: A Small Winery Doing Big Things.

•     Consistent luxury leadership – prestige image built on impeccable quality
•     The Brand & Estates will never be sold – properties and assets placed in a
      Trust to safeguard Domaine Serene legacy
•     Commitment to quality & continuous improvement – in the vineyard & the winery

                           •   Chardonnay Expansion – 30+ new acres planted; winery expansion
                               for micro-batch blending; Dijon clone on Jory soil at high elevations
                           •   Dynamic Rosé program – multi-vintage Provence-style “R” Rosé
                           •   Library Release program – demonstrates Domaine Serene aging
                               ability for collectors and trade customers
                           •   DSGC program – no more corked wine under any of our labels

•      Clubhouse of Domaine Serene – will set new luxury standard for hospitality
       in the Pacific Northwest; opening Summer 2017
•      Château de la Crée – a new tradition of the Evenstads’ uncompromising
       integrity and pursuit of excellence is founded in the birthplace of terroir
•      Sparkling Wine release – “Grande Marque” quality target, 2018 launch
    MAY 31, 2016                       C O N F I D E N T I A L                                  28
T H A N K YO U !

               A Small Winery Making a Big Impact, Year after Year.

MAY 31, 2016                   C O N F I D E N T I A L                29
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