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

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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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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, Operational Excellence, Product Quality, Agility, Business Savvy, Industry Leadership

Integrity, Quality, Perseverance, Continuous Improvement, Hard Work, Commercial Courage

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. MAY 31, 2016

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YEAR IN REVIEW

SOMM SELECTION 2015 Wine Style Awards

Oregon Pinot Noir

2 4 + A c r e s o f New Chardonnay Plantings

Evenstad Reserve #1

(Two Wines in Top-10)

at

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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. MAY 31, 2016

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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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Six distinct marquee estates, all dry-farmed and LIVE certified

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Diversity of clones, rootstocks, microclimates, slopes and elevations for complex, elegant Pinot Noir & Chardonnay

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Environmentally responsible and sustainable farming

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Extremely low yields for maximum terroir expression

Jerusalem Hill Vineyard MAY 31, 2016

Evenstad Estate C O N F I D E N T I A L

Winery Hill Estate

Two Barns Vineyard 6

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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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.

A.V.A.

VARIETALS

Dundee Hills

Pinot Noir, Chardonnay

MAY 31, 2016

PRIMARY SOIL TYPES

YEAR PLANTED

TOTAL ACRES

PLANTED ACRES

ELEVATION

Jory

1993

142

66

520-825 FT

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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.

A.V.A.

VARIETALS

Dundee Hills

Pinot Noir, Chardonnay

MAY 31, 2016

PRIMARY SOIL TYPES

YEAR PLANTED

TOTAL ACRES

PLANTED ACRES

ELEVATION

Jory

2000

149

36

775-930 FT

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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.

A.V.A.

VARIETALS

PRIMARY SOIL TYPES

Eola-Amity Hills

Pinot Noir

Woodburn

MAY 31, 2016

YEAR PLANTED

TOTAL ACRES

PLANTED ACRES

ELEVATION

2000

90

59

200-300 FT

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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.

A.V.A.

VARIETALS

Dundee Hills

Pinot Noir

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PRIMARY SOIL TYPES

YEAR PLANTED

TOTAL ACRES

PLANTED ACRES

ELEVATION

Willakenzie & Jory

2000

215

38

300-400 FT

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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.

A.V.A.

VARIETALS

PRIMARY SOIL TYPES

YamhillCarlton

Pinot Noir

Willakenzie

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YEAR PLANTED

TOTAL ACRES

PLANTED ACRES

ELEVATION

2012

40

28

220-320 FT

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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.

A.V.A.

VARIETALS

Dundee Hills

Pinot Noir, Chardonnay

MAY 31, 2016

PRIMARY SOIL TYPES

YEAR PLANTED

TOTAL ACRES

PLANTED ACRES

ELEVATION

Jory

2014

79

24

745-900 FT

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WINEMAKING E XQUISITE O REGON E XPRESSIONS •

Silky style and smooth texture through consistent, precise winemaking practices

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The art of blending is the hallmark of our winemaking philosophy

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Each block handled separately for complete terroir transparency, through barrel aging

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100% French Oak barrel aging program, keeps estate vineyards separate until very last assemblage before bottling

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Minimum 16-18 months in oak, 1-2 years in bottle for Pinot Noir: ensures flavors are wellintegrated

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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

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② Fermentation – – –

Unusual flexibility at harvest due plentiful tank space Customized selection of fermenters (size & shape) to optimize for each wine type Up to 250 micro-crus

③ Barrel Aging – –

100% French Oak (only!) Variety of coopers, barrel sizes, oak types and toast levels for precision treatment

2 3 4

④ Blending & Bottling – –

Multiple lots, meticulously blended Intensive tasting protocols to create ideal blends over extended time frame

⑤ Bottle Aging – –

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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

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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 linear structure and a long and persistent finish.” (2013 Vintage) James Suckling

MAY 31, 2016

RECENT ACCOLADES JS

WE

WS

WA

2013 95 pts

2013 95 pts

2013 91 pts

2012 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

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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 beer as the finish persists.” (2012 Vintage) Wine Spectator

MAY 31, 2016

RECENT ACCOLADES WS

WE

JS

WA

2012 93 pts

2012 94 pts

2012 93 pts

2012 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

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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 of ripe fruit and acidity.” (2012 Vintage) James Suckling

MAY 31, 2016

RECENT ACCOLADES WE

JS

WS

IWR

2012 92 pts

2012 93 pts

2012 91 pts

2012 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 Proprietary

BARREL AGING: HARVEST DATE: ALCOHOL:

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9/26/14 to 10/3/14 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 strawberry core, it also shows sandalwood highlights and a hint of barrel toast." Wine Enthusiast

MAY 31, 2016

ST

WE

V-7 90 pts

V-7 91 pts Editor’s Choice

* 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 – –

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The DSGC stamp guarantees taint-free wine beginning with our 2014-vintage bottlings and V-8 “R” Rosé – – – –

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They believe natural cork is critical to this goal Just the right amount of oxygen to soften tannins slowly, develop complexity

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… MAY 31, 2016

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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

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Original owner Nicolas Rolin, founder of the Hospices de Beaune

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Acquired by Ken & Grace Evenstad in 2015

TERROIR TRANSPARENCY •

Estate-grown micro-production Pinot Noir and Chardonnay from 100% Côte d’Or sites

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Minimal winemaking intervention, biodynamic farming practices

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25-acre Côte de Beaune vineyard holdings include seven Premier-Cru parcels and two Monopoles: Pommard, Volnay, Puligny-Montrachet, ChassagneMontrachet, Meursault, Santenay and Maranges

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Majority of exported wine is Premier Cru; limited supply, not available in all markets MAY 31, 2016

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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

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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

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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 MAY 31, 2016

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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

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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

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T H A N K YO U !

A Small Winery Making a Big Impact, Year after Year. MAY 31, 2016

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