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THE	
  GENIUS	
  LOCI	
  PROJECT	
  
Marco	
  Bertagni	
  	
  
Execu=ve	
  Director	
  of	
  Bertagni	
  Consul=ng	
  srl	
  
OUR	
  CONCEPT	
  OF	
  INTERNATIONAL	
  TRADE	
  
MULTIDISCIPLINARY	
  STRATEGY	
  
ANALYSIS	
  OF	
  COMPANY	
  ACTIVITIES	
  AND	
  MISSION	
  
TARGET	
  DEFINITION	
  
GEO-­‐LOCALIZATION	
  &	
  GEO-­‐MKT	
  
GEOGRAPHICAL	
  KNOWLEDGE	
  OF	
  TARGET	
  MARKET	
  	
  
JOINT	
  TRADE	
  
PRODUCT	
  ADAPTABILITY	
  
MANY	
  FACTORS,	
  NOT	
  JUST	
  PRODUCTS	
  
GRADUAL	
  APPROACH	
  TO	
  MARKETS:	
  FROM	
  EXPORT	
  TO	
  
INTERNATIONALIZATION	
  
AWARENESS	
  AND	
  RESPECT	
  OF	
  THE	
  
GENIUS	
  LOCI	
  
WHAT	
  	
  
THE	
  GENIUS	
  
LOCI	
  PROJECT	
  	
  
IS	
  
ABOUT	
  
	
  
INTEGRATED	
  GEOGRAPHY	
  &	
  
SOMEWHERENESS	
  
•  Integrated	
  and	
  mul=-­‐disciplinary	
  Geographical	
  
thinking	
  
•  We	
  aim	
  to	
  know	
  the	
  Spirit	
  of	
  a	
  Place	
  of	
  the	
  
producing	
  Country	
  and	
  of	
  the	
  targeted	
  market	
  
LINK	
  WITH	
  TERRITORY	
  
•  Genius	
  Loci	
  Companies	
  are	
  located	
  in	
  the	
  north-­‐
western	
  MEDITERRANEAN	
  AREA:	
  Italy,	
  France,	
  
Spain	
  and	
  Portugal	
  
•  Selected	
  products	
  HAVE	
  TO	
  HAVE	
  a	
  REAL	
  
CONNECTION	
  with	
  TERRITORY	
  (i.e.	
  wines	
  made	
  
of	
  indigenous	
  varietals	
  and…sugarless)	
  and/or	
  
being	
  ICONOGRAPHIC	
  of	
  a	
  Country	
  (i.e.	
  Grappa	
  
and	
  Sambuca	
  for	
  Italy)	
  
•  Wines	
  and	
  Spirits	
  can	
  be	
  a	
  “BRIDGE”	
  towards	
  a	
  
beYer	
  understanding	
  of	
  Genius	
  Loci	
  
Sharing	
  a	
  WAY	
  OF	
  THINKING	
  and	
  
LIVING	
  of	
  the	
  MEDITERRANEAN	
  AREA	
  
•  We	
  don’t	
  just	
  want	
  to	
  trade	
  products	
  but	
  also	
  
to	
  spread	
  the	
  WAY	
  OF	
  LIVING	
  &	
  THINKING	
  of	
  
the	
  Mediterranean	
  Area	
  and	
  to	
  support	
  a	
  
deeper	
  knowledge	
  of	
  History,	
  Art	
  and	
  
Geography	
  of	
  this	
  area	
  of	
  the	
  world	
  
•  These	
  “untouchable”	
  factors	
  contribute	
  a	
  lot	
  
to	
  the	
  defini=on	
  of	
  Genius	
  Loci	
  
GOVERNANCE	
  OF	
  THE	
  GENIUS	
  LOCI	
  
PROJECT	
  
The	
  Genius	
  Loci	
  Project	
  has	
  been	
  created	
  and	
  it	
  is	
  
managed	
  by	
  BERTAGNI	
  CONSULTING	
  SRL	
  
The	
  project	
  can	
  be	
  realized	
  ANYWHERE	
  in	
  the	
  
world	
  
A	
  MULTIFUNCTIONAL	
  SPACE	
  is	
  needed	
  as	
  a	
  show	
  
room	
  for	
  the	
  PRODUCTS,	
  as	
  an	
  office	
  for	
  BUSINESS	
  
MEETINGS	
  and	
  as	
  a	
  place	
  to	
  ORGANIZE	
  EVENTS	
  
SERVICES	
  AND	
  TARGETS	
  OF	
  
BERTAGNI	
  CONSULTING	
  SRL	
  
TRADING	
  and	
  promo=ng	
  The	
  Genius	
  Loci	
  Project	
  
selected	
  products	
  into	
  targeted	
  markets	
  
Organizing	
  	
  thema=c	
  CULTURAL	
  EVENTS	
  and	
  
COURSES	
  in	
  the	
  targeted	
  markets	
  about	
  the	
  
MEDITERRANEAN	
  area	
  and/or	
  the	
  single	
  Country	
  
(Ceremonial	
  Tas=ngs,	
  Geography,	
  Enogastronomy,	
  
Music	
  etc)	
  
Organizing	
  TAILOR	
  MADE	
  MEDITERRANEAN	
  ENO-­‐
GASTRONOMICAL	
  AND	
  CULTURAL	
  TRAVEL	
  ITINENARIES	
  in	
  
the	
  Mediterranean	
  area	
  and/or	
  one	
  of	
  the	
  selected	
  
Country	
  
The	
  first	
  two	
  TARGET	
  MARKETS:	
  	
  
China	
  &	
  Lithuania	
  
We	
   selected	
   two	
   markets	
   where	
   we	
   had	
   trade	
  
experiences	
   as	
   Bertagni	
   Consul=ng	
   srl	
   and	
  
where	
   we	
   guess	
   our	
   project	
   may	
   find	
   fer=le	
  
ground:	
  CHINA	
  &	
  LITHUANIA	
  
China	
  
The	
  Genius	
  Loci	
  Project	
  
CHINA	
  
Two	
  op=ons	
  to	
  introduce	
  The	
  Genius	
  Loci	
  Project	
  
in	
  China:	
  
a)  Ren=ng	
  a	
  MULTIFUNCTIONAL	
  SPACE	
  at	
  the	
  
INTERNATIONAL	
  WINE	
  CENTER	
  (www.sxwi.cn)	
  
of	
  Xi’An	
  
b)  Crea=ng	
  a	
  JV	
  between	
  Bertagni	
  Consul=ng	
  srl	
  
and	
  Merci	
  Trading	
  (www.mercichina.com)	
  	
  to	
  
jointly	
  import	
  and	
  trade	
  Goods	
  and	
  Services	
  of	
  
The	
  Genius	
  Loci	
  Project	
  in	
  Shenzhen	
  
OPTION	
  1:	
  XI’AN	
  
(SHAANXI	
  PROVINCE)	
  
•  Pre-­‐liminary	
  studies	
  and	
  visits	
  (a	
  delega=on	
  
of	
  Bertagni	
  Consul=ng	
  srl	
  has	
  been	
  to	
  Xi’An	
  
in	
  2014	
  and	
  2015,	
  a	
  delega=on	
  of	
  Xi’AN	
  
chamber	
  of	
  Commerce	
  has	
  been	
  to	
  Anzio	
  in	
  
2013	
  and	
  2014)	
  
•  Bertagni	
  Consul=ng	
  srl	
  par=cipated	
  with	
  2	
  
booths	
  as	
  The	
  Genius	
  Loci	
  Project	
  at	
  
Interna=onal	
  Wine	
  Fair	
  of	
  Xi’An	
  2015	
  with	
  a	
  
pre-­‐selec=on	
  of	
  products	
  from	
  Italy,	
  France	
  
and	
  Portugal	
  
Chinese	
  consumers	
  discovering	
  The	
  
Genius	
  Loci	
  Project	
  
 Staff	
  of	
  The	
  Genius	
  Loci	
  Project	
  in	
  Xi’An	
  
OPTION	
  2:	
  SHENZHEN	
  
(GUANGDONG	
  PROVINCE)	
  
•  Long-­‐las=ng	
  commercial	
  rela=on	
  Bertagni	
  
Consul=ng	
  srl-­‐Merci	
  Trading	
  (already	
  impor=ng	
  
RexRomae	
  wines	
  and	
  Anna	
  Fendi	
  Wines)	
  
•  Merci	
  Trading	
  has	
  a	
  modern	
  and	
  perfectly	
  located	
  
MULTIFUNTIONAL	
  SPACE	
  in	
  the	
  business	
  district	
  of	
  
Shenzhen	
  
•  Merci	
  Trading	
  has	
  been	
  working	
  in	
  the	
  wine/spirits	
  
sector	
  for	
  years	
  and	
  the	
  all	
  staff	
  has	
  a	
  good	
  
knowledge	
  of	
  this	
  business	
  
•  Events	
  have	
  been	
  already	
  organized	
  by	
  Bertagni	
  
Consul=ng	
  srl	
  and	
  Merci	
  Trading	
  in	
  Shenzhen	
  
Rex	
  Romae	
  
Liz	
  Xue	
  visi=ng	
  RexRomae	
  wineries	
  
 	
   	
  	
  
ANNA	
  FENDI	
  WINES	
  
	
  	
  
Anna	
  Fendi	
  Evening	
  in	
  Shenzhen	
  
Marco	
  Bertagni	
  &	
  Liz	
  Xue	
  
The	
  JV	
  agreement	
  Bertagni	
  Consul=ng	
  
(BC)	
  /Merci	
  Trade	
  (MT)	
  
3	
  different	
  levels	
  of	
  coopera=on:	
  
•  1)	
  BCsrl	
  as	
  a	
  strategical	
  consultancy/Agency	
  and	
  
MT	
  as	
  importer	
  (case	
  of	
  Rex	
  Romae)	
  
•  2)	
  BCsrl	
  as	
  a	
  strategical	
  consultancy/Agency	
  and	
  
MT	
  as	
  a	
  market	
  consultant	
  and	
  importer	
  (case	
  of	
  
Anna	
  Fendi	
  Wines)	
  
•  3)	
  BCsrl	
  and	
  Merci	
  Trading	
  as	
  full	
  partners	
  for	
  
impor=ng,	
  trading	
  and	
  promo=ng	
  The	
  Genius	
  Loci	
  
Projects	
  selected	
  products	
  
Lithuania	
  
The	
  Genius	
  Loci	
  Project	
  
LITHUANIA	
  
•  Bertagni	
  Consul=ng	
  srl	
  has	
  already	
  introduced	
  
2	
   wineries	
   into	
   this	
   Market	
   (Bacco	
   &	
   GoYo	
  
d’Oro)	
  
•  A	
   preliminary	
   study	
   has	
   been	
   done	
   by	
  
Bertagni	
   Geography	
   to	
   define	
   a	
   strategical	
  
localiza=on	
   of	
   the	
   Genius	
   Loci	
   project	
   in	
  
Europe	
  and	
  Vilnius	
  came	
  out	
  has	
  being	
  a	
  very	
  
interes=ng	
  place	
  for	
  this	
  kind	
  of	
  ac=vity	
  
Open	
  OPTIONS	
  of	
  coopera=on	
  in	
  
Lithuania	
  to	
  be	
  verified	
  end	
  of	
  Sept.	
  
2015	
  
•  Restaurant	
  Aman=ninkai	
  
	
  hYp://ama=ninkai.lt/welcome/	
  
•  	
  	
  Restaurant	
  Burbulio	
  Vyninė,UA	
  
	
  hYp://www.burbuliovynine.lt/	
  	
  
•  VILNAUS	
  DEGTINE	
  
	
  www.deg=ne.lt	
  	
  
CONCLUSIONS	
  
•  The	
  Genius	
  Loci	
  Project	
  is	
  a	
  sort	
  of	
  summa	
  of	
  our	
  
previous	
   experiences	
   in	
   wine	
   &	
   spirits	
  
interna=onal	
  markets	
  
•  This	
  Project	
  allows	
  Bertagni	
  Consul=ng	
  to	
  switch	
  
from	
  Export	
  Consultancy	
  to	
  InternaTonalizaTon	
  
•  In	
   China	
   we	
   are	
   currently	
   developing	
   the	
  
Shenzhen	
   op=on	
   by	
   applying	
   the	
   JV	
   Bertagni	
  
Consul=ng	
  srl/Merci	
  Trading;	
  the	
  Xi’An	
  op=on	
  for	
  
the	
  =me	
  being	
  is	
  “frozen”	
  
•  In	
   Lithuania	
   we	
   will	
   make	
   a	
   decision	
   on	
   which	
  
op=on/s	
   to	
   ac=vate	
   at	
   the	
   end	
   of	
   our	
   mission	
  
scheduled	
  in	
  September	
  2015	
  

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The Genius Loci Project

  • 1. THE  GENIUS  LOCI  PROJECT   Marco  Bertagni     Execu=ve  Director  of  Bertagni  Consul=ng  srl  
  • 2. OUR  CONCEPT  OF  INTERNATIONAL  TRADE   MULTIDISCIPLINARY  STRATEGY   ANALYSIS  OF  COMPANY  ACTIVITIES  AND  MISSION   TARGET  DEFINITION   GEO-­‐LOCALIZATION  &  GEO-­‐MKT   GEOGRAPHICAL  KNOWLEDGE  OF  TARGET  MARKET     JOINT  TRADE   PRODUCT  ADAPTABILITY   MANY  FACTORS,  NOT  JUST  PRODUCTS   GRADUAL  APPROACH  TO  MARKETS:  FROM  EXPORT  TO   INTERNATIONALIZATION   AWARENESS  AND  RESPECT  OF  THE   GENIUS  LOCI  
  • 3.
  • 4. WHAT     THE  GENIUS   LOCI  PROJECT     IS   ABOUT    
  • 5. INTEGRATED  GEOGRAPHY  &   SOMEWHERENESS   •  Integrated  and  mul=-­‐disciplinary  Geographical   thinking   •  We  aim  to  know  the  Spirit  of  a  Place  of  the   producing  Country  and  of  the  targeted  market  
  • 6. LINK  WITH  TERRITORY   •  Genius  Loci  Companies  are  located  in  the  north-­‐ western  MEDITERRANEAN  AREA:  Italy,  France,   Spain  and  Portugal   •  Selected  products  HAVE  TO  HAVE  a  REAL   CONNECTION  with  TERRITORY  (i.e.  wines  made   of  indigenous  varietals  and…sugarless)  and/or   being  ICONOGRAPHIC  of  a  Country  (i.e.  Grappa   and  Sambuca  for  Italy)   •  Wines  and  Spirits  can  be  a  “BRIDGE”  towards  a   beYer  understanding  of  Genius  Loci  
  • 7. Sharing  a  WAY  OF  THINKING  and   LIVING  of  the  MEDITERRANEAN  AREA   •  We  don’t  just  want  to  trade  products  but  also   to  spread  the  WAY  OF  LIVING  &  THINKING  of   the  Mediterranean  Area  and  to  support  a   deeper  knowledge  of  History,  Art  and   Geography  of  this  area  of  the  world   •  These  “untouchable”  factors  contribute  a  lot   to  the  defini=on  of  Genius  Loci  
  • 8. GOVERNANCE  OF  THE  GENIUS  LOCI   PROJECT   The  Genius  Loci  Project  has  been  created  and  it  is   managed  by  BERTAGNI  CONSULTING  SRL   The  project  can  be  realized  ANYWHERE  in  the   world   A  MULTIFUNCTIONAL  SPACE  is  needed  as  a  show   room  for  the  PRODUCTS,  as  an  office  for  BUSINESS   MEETINGS  and  as  a  place  to  ORGANIZE  EVENTS  
  • 9. SERVICES  AND  TARGETS  OF   BERTAGNI  CONSULTING  SRL   TRADING  and  promo=ng  The  Genius  Loci  Project   selected  products  into  targeted  markets   Organizing    thema=c  CULTURAL  EVENTS  and   COURSES  in  the  targeted  markets  about  the   MEDITERRANEAN  area  and/or  the  single  Country   (Ceremonial  Tas=ngs,  Geography,  Enogastronomy,   Music  etc)   Organizing  TAILOR  MADE  MEDITERRANEAN  ENO-­‐ GASTRONOMICAL  AND  CULTURAL  TRAVEL  ITINENARIES  in   the  Mediterranean  area  and/or  one  of  the  selected   Country  
  • 10. The  first  two  TARGET  MARKETS:     China  &  Lithuania   We   selected   two   markets   where   we   had   trade   experiences   as   Bertagni   Consul=ng   srl   and   where   we   guess   our   project   may   find   fer=le   ground:  CHINA  &  LITHUANIA  
  • 12. The  Genius  Loci  Project   CHINA   Two  op=ons  to  introduce  The  Genius  Loci  Project   in  China:   a)  Ren=ng  a  MULTIFUNCTIONAL  SPACE  at  the   INTERNATIONAL  WINE  CENTER  (www.sxwi.cn)   of  Xi’An   b)  Crea=ng  a  JV  between  Bertagni  Consul=ng  srl   and  Merci  Trading  (www.mercichina.com)    to   jointly  import  and  trade  Goods  and  Services  of   The  Genius  Loci  Project  in  Shenzhen  
  • 13. OPTION  1:  XI’AN   (SHAANXI  PROVINCE)   •  Pre-­‐liminary  studies  and  visits  (a  delega=on   of  Bertagni  Consul=ng  srl  has  been  to  Xi’An   in  2014  and  2015,  a  delega=on  of  Xi’AN   chamber  of  Commerce  has  been  to  Anzio  in   2013  and  2014)   •  Bertagni  Consul=ng  srl  par=cipated  with  2   booths  as  The  Genius  Loci  Project  at   Interna=onal  Wine  Fair  of  Xi’An  2015  with  a   pre-­‐selec=on  of  products  from  Italy,  France   and  Portugal  
  • 14.
  • 15. Chinese  consumers  discovering  The   Genius  Loci  Project  
  • 16.  Staff  of  The  Genius  Loci  Project  in  Xi’An  
  • 17.
  • 18. OPTION  2:  SHENZHEN   (GUANGDONG  PROVINCE)   •  Long-­‐las=ng  commercial  rela=on  Bertagni   Consul=ng  srl-­‐Merci  Trading  (already  impor=ng   RexRomae  wines  and  Anna  Fendi  Wines)   •  Merci  Trading  has  a  modern  and  perfectly  located   MULTIFUNTIONAL  SPACE  in  the  business  district  of   Shenzhen   •  Merci  Trading  has  been  working  in  the  wine/spirits   sector  for  years  and  the  all  staff  has  a  good   knowledge  of  this  business   •  Events  have  been  already  organized  by  Bertagni   Consul=ng  srl  and  Merci  Trading  in  Shenzhen  
  • 20. Liz  Xue  visi=ng  RexRomae  wineries  
  • 21.
  • 22.         ANNA  FENDI  WINES      
  • 23. Anna  Fendi  Evening  in  Shenzhen  
  • 24. Marco  Bertagni  &  Liz  Xue  
  • 25. The  JV  agreement  Bertagni  Consul=ng   (BC)  /Merci  Trade  (MT)   3  different  levels  of  coopera=on:   •  1)  BCsrl  as  a  strategical  consultancy/Agency  and   MT  as  importer  (case  of  Rex  Romae)   •  2)  BCsrl  as  a  strategical  consultancy/Agency  and   MT  as  a  market  consultant  and  importer  (case  of   Anna  Fendi  Wines)   •  3)  BCsrl  and  Merci  Trading  as  full  partners  for   impor=ng,  trading  and  promo=ng  The  Genius  Loci   Projects  selected  products  
  • 27. The  Genius  Loci  Project   LITHUANIA   •  Bertagni  Consul=ng  srl  has  already  introduced   2   wineries   into   this   Market   (Bacco   &   GoYo   d’Oro)   •  A   preliminary   study   has   been   done   by   Bertagni   Geography   to   define   a   strategical   localiza=on   of   the   Genius   Loci   project   in   Europe  and  Vilnius  came  out  has  being  a  very   interes=ng  place  for  this  kind  of  ac=vity  
  • 28. Open  OPTIONS  of  coopera=on  in   Lithuania  to  be  verified  end  of  Sept.   2015   •  Restaurant  Aman=ninkai    hYp://ama=ninkai.lt/welcome/   •     Restaurant  Burbulio  Vyninė,UA    hYp://www.burbuliovynine.lt/     •  VILNAUS  DEGTINE    www.deg=ne.lt    
  • 29. CONCLUSIONS   •  The  Genius  Loci  Project  is  a  sort  of  summa  of  our   previous   experiences   in   wine   &   spirits   interna=onal  markets   •  This  Project  allows  Bertagni  Consul=ng  to  switch   from  Export  Consultancy  to  InternaTonalizaTon   •  In   China   we   are   currently   developing   the   Shenzhen   op=on   by   applying   the   JV   Bertagni   Consul=ng  srl/Merci  Trading;  the  Xi’An  op=on  for   the  =me  being  is  “frozen”   •  In   Lithuania   we   will   make   a   decision   on   which   op=on/s   to   ac=vate   at   the   end   of   our   mission   scheduled  in  September  2015