Tiburon CEO Summit XIV
Tiburon's Managing Principal Chip Roame will kick-off Tiburon CEO Summit XIV |
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Tiburon Strategic Advisors is pleased to announce its upcoming CEO Summit XIV to be held April 10-11, 2008 in New York, NY at the Ritz Carlton Hotel. Tiburon's CEO Summits provide a unique opportunity for a select cross-industry group of senior executives to discuss a broad swath of issues regarding the future of the brokerage, investments, advice, and wealth management businesses. Along with Tiburon's Managing Principal Chip Roame, guest speakers at Tiburon CEO Summit XIV will include:
- Walt Bettinger (President, The Charles Schwab Corporation)
- Mike Byrum (President, Rydex Investments, Security Benefit Group)
- Joe Deitch (CEO, Commonwealth Financial Network)
- John Hailer (CEO, Natixis Global Associates, North America, Natixis, Banque Populaire Group & Caisse D'Epargne Group)
- Joe Moglia (CEO, TD Ameritrade, TD Bank Financial Group)
- John Murphy (CEO, Oppenheimer Funds, Mass Mutual Financial Group)
- Ron Ryan (CEO, Ryan ALM)
- Michael Steinhardt (Chairman, Wisdom Tree Investments)
CEO Summit XIV Guest Speaker Walt Bettinger (President, The Charles Schwab Corporation) |
CEO Summit XIV Guest Speaker Mike Byrum (President, Rydex Investments, Security Benefit Group) |
CEO Summit XIV Guest Speaker Joe Deitch (CEO, Commonwealth Financial Network) |
CEO Summit XIV Guest Speaker John Hailer (CEO, Natixis Global Associates, North America, Natixis, Banque Populaire Group & Caisse D'Epargne Group) |
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CEO Summit XIV Guest Speaker Joe Moglia (CEO, TD Ameritrade, TD Bank Financial Group) |
CEO Summit XIV Guest Speaker John Murphy (CEO, Oppenheimer Funds, Mass Mutual Financial Group) |
CEO Summit XIV Guest Speaker Ron Ryan (CEO, Ryan ALM) |
CEO Summit XIV Guest Speaker Michael Steinhardt (Chairman, Wisdom Tree Investments) |
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CEO Summit XIV will also feature Tiburon's three traditional consumer-centric panel discussions - Ask the Consumers, Ask the Advisors, & Ask the Distributors, six less formal break-out sessions, and three casual group dinners.
Tiburon Strategic Advisors
Tiburon Strategic Advisors was formed in 1998 to offer market research, strategy consulting, & other related services primarily to financial services firms. Three of Tiburon’s core clientele groups are the CEOs and other senior executives of large US financial institutions faced with difficult strategic decisions, leading executives of foreign financial institutions trying to understand and/or enter the US markets, and a long list of venture capital & private equity firms, and investment banks, making investments in, and executing transactions in, areas where Tiburon has developed proprietary insights. The firm has served over 300 corporate clients and completed over 1,000 projects since its founding, and today, its knowledge base includes mutual fund distribution, separately managed account programs, alternative investments, wealth management, insurance products, banking services, the fee-only financial advisor market, the CPA firm market, the family office market, and various international markets.
Tiburon CEO Summits
Since 2001, Tiburon has hosted unique semi-annual CEO Summits for its executive-level clients. Tiburon CEO Summits last two-to-three days and focus on in-depth discussions of Tiburon research and leading-edge business models through guest presentations, panel discussions, and break-out sessions. Guest speakers generally support the twin themes of challenging conventional wisdom and maintaining a consumer-orientation. General sessions also often address industry mergers & acquisitions and venture capital & private equity trends. The CEO Summit also include three client-oriented general session panel discussions, including the Ask the Consumers, Ask the Advisors, and Ask the Distributors panels. The topics presented in the general sessions are also discussed in-depth in six break-out sessions, structured around newsworthy topics. Tiburon CEO Summits likely provide the only true forum where financial services industry CEOs from across traditional industry silos gather to discuss business opportunities. The list of business relationships resulting from prior Tiburon CEO Summits is impressive.
Executive-level Tiburon clients are invited to participate along with a handful of media representatives in a forum of open sharing and discussion of industry trends. The meetings have become a hot ticket for industry executives. There is no cost to attend aside from one's travel expenses. The CEO Summits are not positioned as a revenue generating activity unto themselves but instead as a unique reward for Tiburon clients to share its research and network with other senior client executives. Hence, Tiburon reserves all seats for the firm's executive-level clients. If you have not engaged the firm recently, please consider how Tiburon could again help you further your business strategy through its services - research reports, databases, conference speeches, market seminars, market research, strategy consulting, venture capital, mergers & acquisitions advice, and board memberships. If you are interested in engaging Tiburon for a project, please contact Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540 or via Tiburon's web site at www.TiburonAdvisors.Com.
Prior CEO Summits
Tiburon has held thirteen prior CEO Summits. The most recent Tiburon CEO Summit was held October 9-10, 2007 in San Francisco, CA. Guest speakers included Stephanie DiMarco (CEO, Advent Software), Mike Fraizer (CEO, Genworth Financial), George Gatch (CEO, JP Morgan Funds Management, JP Morgan Chase), John Gunn (CEO, Dodge & Cox), Ron Peyton (CEO, Callan Associates), and Don Phillips (Managing Director, Corporate Strategy, Research, & Communications, Morningstar). Click here to read about all prior Tiburon CEO Summits.
Based on feedback from prior Tiburon CEO Summits, Tiburon predominantly invites financial services industry CEOs to be the CEO Summit guest speakers. Attendees repeatedly report that they take away the most from other CEOs in like situations, and this fosters the collaborative environment sought. Speakers are asked to discuss both their views on industry developments and their businesses. Tiburon deliberately structures time for questions & answers with each speaker, again to foster the collaborative environment. Aside from Tiburon's own Managing Principal Chip Roame (who kicks-off each CEO Summit), past & upcoming speakers have included:
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CEO Summit VIII Guest Speaker Jessica Bibliowicz (CEO, National Financial Partners) |
CEO Summit X Guest Speaker Mark Casady (CEO, LPL Financial Services) |
CEO Summit XI Guest Speaker John DesPrez (CEO, John Hancock Financial Services, Manulife Financial) |
CEO Summit XI Guest Speaker Ken Fisher (CEO, Fisher Investments) |
CEO Summit XIII Guest Speaker John Gunn (CEO, Dodge & Cox) |
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CEO Summit XII Guest Speaker Ed Haldeman (CEO, Putnam Investments, Marsh & McLennan) |
CEO Summit VII Guest Speaker Bill Hambrecht (Founder & Former CEO, Hambrecht & Quist and Founder & CEO, WR Hambrecht & Company) |
CEO Summit X Guest Speaker Greg Johnson (CEO, Franklin Resources) |
CEO Summits VIII & XIII Guest Speaker Don Phillips (Managing Director, Morningstar) |
CEO Summit XIII Guest Speaker Ron Peyton (CEO, Callan Associates) |
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CEO Summit X Guest Speaker Dave Pottruck (Former CEO, The Charles Schwab Corporation) |
CEO Summit X Guest Speaker Norton Reamer (Founder & Former CEO, United Asset Management and Founder & CEO, Asset Management Finance) |
CEO Summit XII Guest Speaker Jim Riepe (Former Vice Chairman & Senior Advisor, T. Rowe Price Group) |
CEO Summit XI Guest Speaker Andrew Rudd (CEO, Advisor Software; Chairman, Advisor Partners; and Founder & Former CEO, Barra) |
CEO Summit XI Guest Speaker Myron Scholes (Professor, Stanford University; Author, Black-Scholes Model; & Winner, 1997 Nobel Prize for Economics) |
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Fall 2008 and 2009 Tiburon CEO Summits
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Tiburon will continue to hold semi-annual CEO Summits in the fall of 2008 and in 2009. Dates are October 14-15, 2008 (San Francisco, CA), April 9-10 2009 (New York, NY), and October 7-8, 2009 (San Francisco, CA). Fall 2008 speakers will include Bruce Bond (CEO, Power Shares, Invesco), Rich Brueckner (CEO, Pershing, The Bank of New York Mellon Corporation), Joe Mansueto (CEO, Morningstar), and others to be announced soon.
Attendee Policy
Tiburon maintains a list of over 1,500 executive-level clients at over 300 companies who have engaged the firm, many of whom have actively participated in prior Tiburon CEO Summits. Attendance at each CEO Summit is limited to 100 executives and is reserved for Tiburon's clients. If you are a Tiburon client and would like to participate in a future Tiburon CEO Summit, please contact Tiburon's Managing Principal Chip Roame or one of the firm's CEO Summit Planning Committee members listed below.
More specifically, there are two specific attendee policies:
- Seniority: Tiburon is making a big effort to limit attendance to the CEOs and leading strategy makers from its client companies. Almost all attendees have C level titles (CEOs, COOs, CFOs); a handful are executive vice presidents leading core business units and/or internal business strategy groups
- Clients: Since Tiburon hosts the events, it is economic reality that the group must be limited to senior executives who have previously benefited from Tiburon's research-based strategy work
Tiburon CEO Summit Planning Committee
Tiburon's CEO Summits could not be planned without a lot of help from many others. Eleven Tiburon CEO Summit Planning Committee members invest dozens of hours into securing sponsors, securing guest speakers, nominating & confirming attendees, and facilitating & writing-up sessions. Tiburon is grateful for their help.
To hear more about their experiences at prior Tiburon CEO Summits, to learn more about their businesses, or to seek advice about how to leverage Tiburon and earn CEO Summit invitations for the executives of your firm, please contact any of the Tiburon CEO Summit Planning Committee members:
Tiburon CEO Summit XIV Sponsors
Due to the incredible demand from a large number of its executive-level clients to attend its CEO Summits, Tiburon now holds its CEO Summits at the Ritz Carlton Hotels in San Francisco, CA and New York, NY. Ten long-time Tiburon clients, including Check Free, Dunham & Associates, Genworth Financial, LPL Financial Services, Pershing, ReFlow, State Street Global Advisors, and TD Ameritrade, are offering financial support for CEO Summit XIV. Tiburon is grateful for this assistance.
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Additional Information
Please click the links below for more information on Tiburon's CEO Summits:
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Related Links |
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Tiburon Strategic Advisors
Tiburon Strategic Advisors, based in Tiburon, CA, was formed in 1998 to offer market research & strategy consulting services to all types of financial institutions and investment managers:
- The firm has served over 300 corporate clients and completed over 1,000 projects since its founding, and today, its knowledge base includes mutual fund distribution, separately managed account programs, alternative investments, wealth management, insurance products, banking services, the fee-only financial advisor market, the CPA firm market, the family office market, and various international markets.
- Tiburon holds a series of CEO Summits semi-annually for its executive-level clients. The next CEO Summit is scheduled for April 10-11, 2008 at the Ritz Carlton Hotel in New York, NY. Fall 2008 and 2009 dates are October 14-15, 2008 (San Francisco, CA), April 9-10, 2009 (New York, NY), and October 7-8, 2009 (San Francisco, CA). Attendance is by invitation only and attendance at each Summit is limited to 100 senior industry executives. Visit the CEO Summits section of Tiburon's web site for details on current and past CEO Summits, including attendee lists, meeting agendas, and highlights. Please contact Tiburon's Managing Principal Chip Roame at CRoame@TiburonAdvisors.Com or (415) 789-2541 if you are a Tiburon client and have an interest in attending a future Tiburon CEO Summit.
- Tiburon has published thirty-three ~300-400+ page research reports, which offer detailed analyses of growing business segments; each is available for $5,000; these reports can be ordered by contacting Sarah Sage at SSage@TiburonAdvisors.Com or (415) 789-2540.
- Tiburon offers an annual research report retainer service, whereby dozens of clients receive all Tiburon reports published within a year for $25,000; clients can subscribe to Tiburon's 2008 Research Report Retainer by contacting Sarah Sage at SSage@TiburonAdvisors.Com or (415) 789-2540.
- Tiburon also offers a database access program, whereby it shares its 280,000+ person industry executives contacts database with dozens of clients for $25,000 per year (distributed quarterly); clients can subscribe to Tiburon's Database Access Program by contacting Sarah Sage at SSage@TiburonAdvisors.Com or (415) 789-2540.
- Tiburon offers thirteen online business benchmarking tools that are available to all types of financial advisors in an effort to help them benchmark their business practices and build more successful businesses. The sites include www.BrokerBestPractice.Com for wirehouse & regional brokers, www.FABestPractices.Com for fee-only financial advisors, www.IndependentRepBestPractices.Com for independent reps, and www.PrivateBankerBestPractices.Com for private bankers. Almost 5,000 advisors have used these tools. By completing one of the online surveys, financial advisors can access a FREE copy of the relevant comprehensive Tiburon research report, which summarizes and analyzes the collective results.
- Tiburon's weekly research releases, like this one, are emailed for free to interested industry executives, media representatives, conference planners, and individual financial advisors. Over 55,000 industry executives now receive these releases. Feel free to sign up to receive future research releases at Tiburon's web site (www.TiburonAdvisors.Com) if this release was passed to you by a colleague and you would like to receive them directly in the future.
- Tiburon plans to expand its workforce in 2007 and 2008. New research managers will develop proprietary research content for Tiburon research reports and client projects, and new marketing managers will enhance the firm's web site, weekly research releases program, and the firm's relationships with media representatives, conference planners, and its clients & executive program members. The firm is also seeking to add principal candidates and possibly a chief consulting officer in 2008.
- Tiburon has built three executive programs (CEOs-in-Residence, Financial Advisor Roundtable, and Consulting Fellows) in an effort to bring the experiences of additional senior level industry executives to Tiburon clients. Feel free to contact any of the members of Tiburon’s executive programs directly or ask that they be included in any ongoing Tiburon project.
- Tiburon holds a series of CEO Summits semi-annually for its executive-level clients. The next CEO Summit is scheduled for April 10-11, 2008 at the Ritz Carlton Hotel in New York, NY. Fall 2008 and 2009 dates are October 14-15, 2008 (San Francisco, CA), April 9-10, 2009 (New York, NY), and October 7-8, 2009 (San Francisco, CA). Attendance is by invitation only and attendance at each Summit is limited to 100 senior industry executives. Visit the CEO Summits section of Tiburon's web site for details on current and past CEO Summits, including attendee lists, meeting agendas, and highlights. Please contact Tiburon's Managing Principal Chip Roame at CRoame@TiburonAdvisors.Com or (415) 789-2541 if you are a Tiburon client and have an interest in attending a future Tiburon CEO Summit.
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