Archive of 2016 Events

agentcontractorThe Agent and the Contractor – Who Says Arranged Marriages Never Work

Thursday, September 15th
5.30 -7.30 PM

Whether by accident or design, the working partnership between real estate agent and building contractor is not a rare occurrence. At the high-end, that newly-purchased luxury home will inevitably require some degree of remodeling, and it’s often from the real estate agent that the home buyer seeks recommendations for a trusted contractor. How well do these two service professionals work together? We have the answers.

In this revealing, tell-it-as-it-is presentation, a panel of the Bay Area’s most respected building contractors and remodelers will the discuss the optimal partnership between the contractor, real estate agent , architect and interior designer. They’ll reveal the secrets of a happy marriage, one that maximizes time and resources, leads to more effective methodologies for building client trust and ultimately results in a long-term partnership that benefits all parties, most noticeably the client.


  • Sid Baxter, S.A. Baxter, Inc.
  • Brad Hayes, Upscale Construction
  • Melody Mortazavi , Pinnacle Group
  • John Schrader, Nova Designs + Builds
  • Elizabeth Suzuki, Sutton Suzuki Architects

Program Agenda:

  • Social and networking time: 5.30-6.30 PM
  • Panel discussion: 6.30-7.30 PM


Cambria USA Gallery
1045 Bryant Street
San Francisco, CA 94103

Presenting Sponsors:

GRAIL magazine, CARTELLIGENT & Etude


The Alpha Agents Boot Camp – For Bay Area Real Estate


Thursday, August 18th
9.00 AM-1.00 PM

The Annual Alpha Agents Boot Camp now in its ninth year, continues to grow in popularity because of its informative programming and unique take on what’s happening within the regional real estate marketplace. More than 300 agents representing major Bay Area residential brokerages will be in attendance. Beyond the lineup of unique and compelling presentations that address “What lies ahead for the real estate industry and its agents,” the Boot Camp provides a networking and corridor-talk environment that remains unrivalled.


8.00-9.00: Registration, coffee and pastries
9.00-9.05: Introductory remarks
9.05-9.50: The Rising Stars: They’re succeeding and changing the face of Bay Area real estate. We grill a panel of the rising stars about their motivation, aspiration and determination as they explain what it takes to build a reputation and conquer a marketplace now driven by changing demographics and economic disruption. Featuring:

  • Neill Bassi, Sotheby’s International Realty
  • Joshua Deitch, Coldwell Banker Residential Brokerage
  • Justin Goldberg, Vanguard Properties
  • Josh McAdam, Pacific Union International
  • Trisha Motter, Intero Real Estate Services
  • Ryan Richard, McGuire Real Estate
  • Joe Schedeler, Hill & Co. Real Estate
  • Christine Schoen, Paragon Real Estate Group

9.55-10.40: Will Agents Become Dinosaurs? Will agents be disintermediated? (Definition: The elimination of an intermediary in a transaction between two parties). Is the commission structure as we know it at risk? We discuss the subject that no one wants to talk about. Featuring:

  • Glenn Kelman, CEO, Redfin
  • Mark McLaughlin, CEO, Pacific Union
  • Brian Solis, Expert and Author on disruptive technologies

10.40-11.00: Break
11.00-11.45: Virtual Reality Demo: Learn how to differentiate yourself with Virtual Business Card technology and tour a Pacific Heights property in true Virtual Reality accompanied by a toolbox presentation of the latest cutting edge visual technologies for securing listings and promoting properties.
11.45-12.45: Presentation of The Alpha Agents awards and announcement of The Leading 100 award recipients
12.45-1.30: Lunch service

*Luxury Marketing Council member companies include:

  • Alain Pinel Realtors
  • Chase International
  • Coldwell Banker
  • Hill & Co. Real Estate
  • Intero Real Estate Services
  • McGuire Real Estate
  • Pacific Union International
  • Paragon Real Estate Group
  • Sotheby’s International Realty (San Francisco office)
  • Terra Firma Global Partners
  • Vanguard Properties
  • Zephyr Real Estate

Presenting Partners:

  • HSBC Bank USA, N.A.
  • San Francisco Magazine
  • Real Trends
  • Leading Wineries of Napa

Cannabis Inc. – Exploring the Benefits of Cannabinoids and the Legitimatization of the Marijuana Industry

Wednesday, July 20th
6:00 – 8:00 PM

cannabisinbeaker3The “green” Gold Rush has arrived as cannabis continues its rapid drive toward mainstream acceptance for both a medical and recreational use. With independent, sometimes questionable players now being marginalized by professional supply channels, the industry is on the eve of achieving a corporate-like legitimacy that was unimagined a mere decade ago. While the legalization of recreational use fuels headlines and Proposition ballots, medicinal use has achieved a level of acceptance by both the public and the established medical community.

In order to better understand the industry and the issues—production, supply, quality control, distribution, marketing, and, most importantly, therapeutic benefit, Alicia Rose, co-founder of the HerbaBuena Social Club will deliver a lively presentation on the human endocannabinoid system and how THC, CBD and other cannabis compounds work to help support health and well-being.

A full range of current cannabis products will be on display solely for education and information purposes and not for sale or consumption.

Individuals interested in becoming a member of the Collective will be provided with information on the requirements for obtaining medical qualification.

HerbaBuena Collective is a legal cannabis company on the forefront of creating a new cannabis culture promoting health, wellbeing and pleasure for a sophisticated consumer looking for the same quality and purity in their medicine as they do in their organic food or fine wine. They offer a thoughtfully curated selection of best-in-class products, a line of solution-based herbal remedies and topicals, organically and biodynamically cultivated strains of flowers, informed member consultations, and a series of intimate educational and tasting experiences they call Social Club.

Due to the current regulatory system, only verified members over the age of 21, with a valid doctor’s recommendation and completed membership form, are able to purchase cannabis products.


svrealestate200Silicon Valley Real Estate: What Can We Expect in the 2nd Half?

A Panel of Top Producers Prognosticates About Marketplace Activity, Industry Trends and Client Behavior

June 23rd
12:00 PM to2:00 PM

The soothsayers remain optimistic about the real estate market in Silicon Valley for the balance of the year. Continuing inventory shortages, coupled with a buoyant economy and tech-heavy employment sector growth would indicate that their optimism is not unplaced. But why speculate with the pundits when we can get the straight scoop from those who are best suited to deliver opinion that really matters–the region’s top producers? This panel of seasoned veterans will dissect the South Bay market and provide their insights as to where real estate is headed in the balance of 2016 and what opportunities and challenges lay ahead for what is currently a hard-to-corral marketplace.

The Panel:
Scott Dancer
Alain Pinel Realtors


Tom LeMieux
Pacific Union International
Billy McNair
Coldwell Banker Previews


Arthur Sharif
Sotheby’s International Realty

Program Agenda:

  • 12.00-12.30: Outdoor lunch
  • 12.30-1.30: Panel discussion
  • 1.30-2.00: Optional networking

Cuckoo’s Nest Social Club
68 Willow Road
Menlo Park, CA 94025

Presenting Sponsor:


Lettie-Teague200Nobody Writes About Wine Like Lettie!

A Conversation with Lettie Teague – Acclaimed Wine Columnist for the Wall Street Journal

June 6, 2016 5:30 PM to 7:30 PM

The Luxury Marketing Council of San Francisco is honored to present noted wine columnist Lettie Teague in conversation about her career in wine and why she loves all kinds of wines except Pinotage. Lettie will also discuss and sign copies of her most recent, best-selling book, Wine In Words: Some Notes for Better Drinking. Profits from the sale of the book will benefit the Jameson Animal Rescue Ranch.

Lettie is the wine columnist for The Wall Street Journal and writes two weekly columns, “On Wine” published every Saturday (except one) and “Uncorking New York” which appears each Wednesday.

Lettie won a 2012 James Beard Award for her “On Wine” columns for The Wall Street Journal and before joining The Wall Street Journal in 2010, she was the executive wine editor at Food & Wine magazine where she oversaw the magazine’s wine coverage and also wrote the award-winning monthly column “Wine Matters.” She received the James Beard Foundation’s M.F.K. Fisher Distinguished Writing Award in 2003 and the 2005 James Beard Award Best Magazine Columns award for her column “Wine Matters.” She was inducted into the Wine Media Hall of Fame in June 2015.

Lettie is also the author of Educating Peter: How Anybody Can Become an (Almost) Instant Wine Expert and the illustrator and co-author of Fear of Wine: An Introductory Guide to the Grape.


  • 5.30-6.30: Social hour including book signing and wines and small bites served by Beringer Vineyards
  • 6.30-7.30: Lettie Teague in conversation with Alf Nucifora, Chairman of The Luxury Marketing Council of San Francisco, including audience Q & A



Wealth In The U.S.- Who Has It, What They Do With It And How to Reach Them

May 26th
5:30 – 7:30 PM

At the recent Luxury Marketing Council Wineries Boot Camp held February 24th, presenter David Friedman, President of Wealth-X, the global authority on wealth intelligence, generated great interest and heated discussion with his very compelling presentation on the nation’s UHNW’s (Ultra High-Net Worth individuals) and how to effectively market to them. Because of an agenda time limit, David’s presentation was presented in brief summary form. Attendees at the Boot Camp have vigorously clamored for his return so that he can revisit the subject in detail and without time restriction.

We are delighted to announce that David Friedman will be returning to wine country. Come join us as David delves into the subject of wealth in the U.S.— who has it, what they do with it and how to reach them. Subscribing to the belief that the market for reaching the super-affluent is broken and inefficient, he shares information and insights from Wealth-X’s extensive data trove and lays down a prescriptive plan of attack that is highly relevant to an industry, such as wine, that seeks to capture the affluent customer and the premium dollar.

Presenting Host & Sponsor:

insuranceiMAGEThe Hidden World of Insurance

April 21st
12:00 – -2:00 PM

The arcane world of insurance remains a source of confusion and anxiety, albeit of necessity, for most. For professionals, real estate agents for example, who have to respond to client inquiries and entreaties, the risk of providing wrong information or out-of-date advice can result in unnecessary cost, lapsed or failed coverages, failure to satisfy fiduciary responsibility and ultimately an unhappy client.

In this easy-to-digest seminar, insurance concepts are explained in layman’s language; the latest products, services and technologies are detailed in overview form; and every question is patiently addressed.

Topic areas that will be discussed include:

  • Home & property
  • Auto
  • Other vehicles (motorcycles, sports and leisure vehicles, antiques and classics)
  • Liability (personal, business and professional)
  • Small business insurance (liability, workers comp, auto, farm and ranch)
  • Surety & fidelity bonds
  • Consolidating insurance coverages
  • Hidden premium savings



Kajal Pashmi
State Farm Insurance

Kajal Pashmi is a native of Marin County and graduated with a BA degree in Management and minor in Accounting at the University of San Francisco. She has worked for 17 years in Insurance and Banking including careers at HSBC, Chase and Wells Fargo where she specialized in residential lending and investments for high net worth individuals. She has also worked with Farmers and State Farm and is an expert in Home, auto, life and business insurance.


JoshFlaggA Conversation with Josh Flagg – Star of Million Dollar Listing LA

February 25th
10:00 – 11:00 AM

The Luxury Marketing Council of San Francisco, in partnership with the San Francisco Design Center, is pleased to present “A Marriage Made in Heaven” featuring Josh Flagg, the celebrated star of Bravo TV’s “Million Dollar Listing LA”. In this entertaining and informative panel discussion, we address the symbiotic, yet unexploited relationship between the real estate agent and interior designer, with the client as the common connection and center of affection. Real estate’s top producers and interior design’s celebrated masters acknowledge and appreciate the value that both parties bring to the table in terms of making a sale and a happy client. We eavesdrop on the “best in class” as they trade and share the secrets of their success.


  • Josh Flagg, Star of Bravo’s “Million Dollar Listing LA”
  • Geoffrey De Sousa, Designer and Co-founder, De Sousa Hughes
  • Catherine Kwong, Designer and Principal, Catherine Kwong Design


San Francisco Design Center
100 Henry Adams Street
San Francisco, CA 94103


The 2016 Wineries Boot Camp: “Getting Ahead of the Curve”

February 24th, 2016
9.00AM-1.00 PM

Lincoln Theater

The Luxury Marketing Council of San Francisco is proud to present its Annual Wineries Boot Camp now in its fourth year, and growing in popularity each year among wine country influentials. More than 300 marketing, sales and hospitality managers and operating staff, representing 100+ Napa and Sonoma wineries will be in attendance. Beyond the lineup of unique and compelling presentations developed specifically to answer the question “what lies ahead for wine marketing?” the Boot Camp provides a networking and corridor-talk environment that remains unrivalled.

Program Agenda:

Registration and Refreshments
9.00-9.10 (10 minutes)

Introductory Remarks:
• Michael Madden,Producer, CabFest and Former Executive Director, Lincoln Theater
• Monica Stevens, Co-Founder & Executive Director, Jameson Animal Rescue Ranch
• Alf Nucifora, Chairman, The Luxury Marketing Council of San Francisco

9.10-9.40 (30 minutes)

“The Affluent Consumer”: Research leader IPSOS and Jackson Family Wines present the latest trend data on affluent consumers in the U.S.- how they think, what they drink, what they buy and how to reach them.

• Karen Daenen, Director of Research & Consumer Insights, Jackson Family Wines
• Stephen Kraus, SVP & Chief Insights Officer, Ipsos Connect

9.45-10.15 (30 minutes)

“The UHNW Test”: We ran a well-known wine club’s top customer list against the Wealth-X database of the nation’s UHNW’s (Ultra High-Net Worth individuals)… with surprising results.

• David Friedman, President, Wealth-X

10.20-10.40 (20 minutes)

“Direct Response 6.0”: A digital delivery platform that actually works with tangible, revenue-driving results, affordable cost, and targeted distribution to wine consumers, enthusiasts and aspirationals.

• Jose del Castillo, Chief Digital Officer, Press Democrat
• Michael Zivyak, President, Sonoma Magazine

10.40-11.00 (20 minutes)

11.00-11.45 (45 minutes)

“Roots and Clones”: We converse with the prominent Peju family as its members discuss the hand-off from founder to the next generation of leadership.

• Ariana Peju, Owner, Peju Province Wines
• Abdullah Vural, President, Peju Province Winery
This premiere of the Luxury Marketing Council’s Original ToutSuite Series “Roots and Clones” will be streaming live on and available thereafter on demand.

11.50-12.20 (30 minutes)

“Virtual Reality”: It’s today’s reality and it’s about to revolutionize the way wineries will package, present and promote their brands and experiences. See how a well-known Napa winery appears in VR.

• Ben Powers, Visiting Media

12.25-1.00 (35 minutes)

“Was It Good for You?”: An eye-opening report on 85+ tasting rooms we “mystery shopped” in Napa and Sonoma from November 2015-February 2016.

• Colin MacPhail, Owner, VINFABULA

IN SUPPORT OF: Jameson Animal Rescue Ranch


  • Leading Wineries of Napa
  • Lincoln Theater
  • CabFest
  • ROQUE Napa Valley
  • Sonoma Magazine
  • Tout Suite
  • Cork & Fork
  • DTC Wine Workshops



Bay Area Real Estate in 2016: What Can We Expect?

A Panel of Top Producers Prognosticates About Marketplace Activity, Industry Trends and Client Behavior From The Wall Street Journal’s Top 250 Real Estate Professionals List

February 11th
10.00-11.30 AM

The soothsayers are predicting a robust residential real estate market for the Bay Area in 2016. Continuing inventory shortages, coupled with a buoyant economy and tech-heavy employment sector growth, indicate that their optimism is not unplaced. But why speculate with the pundits when we can get the straight scoop from those who are best suited to deliver opinion that really matters – the Bay Area’s Top Producers as identified by the Wall Street Journal’s Top 250 Real Estate Professionals List?

This panel of seasoned veterans will dissect the Bay Area market and provide their insights as to where real estate is headed in 2016 and what opportunities and challenges lay ahead for what is currently a hard-to-corral marketplace.

The Panel:


Dana Green
Pacific Union International

Mary Gullixson
Alain Pinel Realtors

Pacific Union International


Gregg Lynn
Sotheby’s International Realty


Neal Ward
McGuire Real Estate

Arkitektura Showroom
560 Ninth Street (Between Bryant & Brannan)
San Francisco

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