Tiburon CEO Summit XV
Tiburon's Managing Principal Chip Roame will kick-off Tiburon CEO Summit XV |
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Tiburon Strategic Advisors is pleased to announce its upcoming CEO Summit XV to be held October 14-15, 2008 in San Francisco, CA 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 XV will include:
- Keith Banks (President, Global Wealth & Investment Management, Bank of America Corporation)
- Bruce Bond (CEO, Power Shares)
- Rich Brueckner (CEO, Pershing)
- Bill Hambrecht (CEO, WR Hambrecht & Company)
- Norm Malo (CEO, National Financial Services Corporation)
- Joe Mansueto (CEO, Morningstar)
- Joel Marks (Vice Chairman, Advanced Equities Financial Corporation)
- Don Putnam (Managing Partner, Grail Partners)
- Michael Sapir (CEO, Pro Fund Advisors)
- Ron Peyton (CEO, Callan Associates)
- Don Phillips (Managing Director, Corporate Strategy, Research, & Communications, Morningstar)
- Dave Pottruck (Former CEO, The Charles Schwab Corporation)
- Bob Pozen (Chairman, MFS Investment Management)
- Don Putnam (Managing Partner, Grail Partners)
- Norton Reamer (Founder & Former CEO, United Asset Management and CEO, Asset Management Finance)
- Jim Riepe (Former Vice Chairman & Senior Advisor, T. Rowe Price Group)
- Andrew Rudd (CEO, Advisor Software; Chairman, Advisor Partners; and Founder & Former CEO, Barra)
- Ron Ryan (CEO, Ryan ALM)
- Michael Sapir (CEO, Pro Fund Advisors)
- Myron Scholes (Professor, Stanford University; Author, Black-Scholes Model; & Winner, 1997 Nobel Prize for Economics)
- Michael Steinhardt (Chairman, Wisdom Tree Investments)
- Paul Stevens (President & CEO, Investment Company Institute)
- Jim Weddle (Managing Partner, Edward Jones & Company)
- Keith Banks (President, Global Wealth & Investment Management, Bank of America Corporation)
- Jud Bergman (CEO, Envestnet Asset Management)
- Walt Bettinger (President, The Charles Schwab Corporation)
- Jessica Bibliowicz (CEO, National Financial Partners)
- Bruce Bond (CEO, Power Shares, Invesco)
- Rich Brueckner (CEO, Pershing, The Bank of New York Mellon Corporation)
- Mike Byrum (President, Rydex Investments, Security Benefit Group)
- David Carroll (President, Capital Management Group, Wachovia Corporation)
- Mark Casady (CEO, LPL Financial Services)
- Kip Condron (CEO, Axa Financial, Axa Group)
- Joe Deitch (CEO, Commonwealth Financial Network)
- John DesPrez (CEO, John Hancock Financial Services, Manulife Financial)
- Stephanie DiMarco (CEO, Advent Software)
- Ken Fisher (CEO, Fisher Investments)
- Mike Fraizer (CEO, Genworth Financial)
- George Gatch (CEO, JP Morgan Funds Management, JP Morgan Chase)
- John Gunn (CEO, Dodge & Cox)
- John Hailer (CEO, Natixis Global Associates, North America, Natixis, Banque Populaire Group & Caisse D'Epargne Group)
- Ed Haldeman (CEO, Putnam Investments, Marsh & McLennan)
- Bill Hambrecht (Founder & Former CEO, Hambrecht & Quist and Founder & CEO, WR Hambrecht & Company)
- Roger Ibbotson (CEO, Ibbotson Associates, Morningstar)
- Greg Johnson (CEO, Franklin Resources)
- Stan Kelly (President, Wealth Management, Wachovia Corporation)
- Lee Kranefuss (CEO, Intermediary & Exchange Traded Funds Business, Barclays Global Investors, Barclays)
- Steve Lockshin (CEO, Lydian Wealth Management, Lydian Trust Company)
- Norm Malo (CEO, National Financial Services Corporation, Fidelity Investments)
- Joe Mansueto (CEO, Morningstar)
- Joel Marks (Vice Chairman, Advanced Equities Financial Corporation)
- Tim McCarthy (CEO, Nikko Asset Management, Nikko Cordial Group)
- Joe Moglia (CEO, TD Ameritrade, TD Bank Financial Group)
- Jeff Montgomery (CEO, NFP Securities, National Financial Partners)
- John Murphy (CEO, Oppenheimer Funds, Mass Mutual Financial Group)
- 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
- The firm has served over 300 corporate clients and completed over 1,100 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 October 14-15, 2008 (San Francisco, CA) at the Ritz Carlton Hotel in San Francisco, CA. 2009 dates are 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 125 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 forty-one ~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 300,000+ 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 2008-2009. Specifically, the firm plans to add two-to-three incremental principals (the most senior role at the firm) and several more research managers in 2008-2009.
- 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.
CEO Summit XV Guest Speaker Bill Hambrecht (CEO, WR Hambrecht & Company) |
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CEO Summit XV Guest Speaker Keith Banks (President, Global Wealth & Investment Management, Bank of America Corporation) |
CEO Summit XV Guest Speaker Bruce Bond (CEO, Power Shares) |
CEO Summit XV Guest Speaker Rich Brueckner (CEO, Pershing) |
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CEO Summit XV Guest Speaker Norm Malo (CEO, National Financial Services Corporation) |
CEO Summit XV Guest Speaker Joe Mansueto (CEO, Morningstar) |
CEO Summit XV Guest Speaker Joel Marks (Vice Chairman, Advanced Equities Financial Corporation) |
CEO Summit XV Guest Speaker Don Putnam (Managing Partner, Grail Partners) |
CEO Summit XV Guest Speaker Michael Sapir (CEO, Pro Fund Advisors) |
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Tiburon CEO Summit XV 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, a Q&A session with Tiburon's Managing Principal, 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 1,100 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-based 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. Tiburon's CEO Summits 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 Tiburon CEO Summits
Tiburon has held fourteen prior CEO Summits. The most recent Tiburon CEO Summit was held April 10-11, 2008 in New York, NY. Guest speakers included Walt Bettinger (President, The Charles Schwab Corporation), Mike Byrum (President, Rydex Investments), Joe Deitch (CEO, Commonwealth Financial Network), John Hailer (CEO, Natixis Global Advisors), Joe Moglia (CEO, TD Ameritrade), John Murphy (CEO, Oppenheimer Funds), Bob Pozen (Chairman, MFS Investment Management), Ron Ryan (CEO, Ryan ALM), & Michael Steinhardt (Chairman, Wisdom Tree Investments). 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 XIV Guest Speaker Walt Bettinger (President, The Charles Schwab Corporation) |
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 XIV Guest Speaker Joe Deitch (CEO, Commonwealth Financial Network) |
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CEO Summit XI Guest Speaker Ken Fisher (CEO, Fisher Investments) |
CEO Summit XIII Guest Speaker John Gunn (CEO, Dodge & Cox) |
CEO Summit XII Guest Speaker Ed Haldeman (CEO, Putnam Investments, Marsh & McLennan) |
CEO Summit X Guest Speaker Greg Johnson (CEO, Franklin Resources) |
CEO Summit XIV Guest Speaker Joe Moglia (CEO, TD Ameritrade) |
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CEO Summit XII Guest Speaker John Murphy (CEO, Oppenheimer Funds) |
CEO Summit XIII Guest Speaker Ron Peyton (CEO, Callan Associates) |
CEO Summits VIII & XIII Guest Speaker Don Phillips (Managing Director, Morningstar) |
CEO Summit X Guest Speaker Dave Pottruck (Former CEO, The Charles Schwab Corporation) |
CEO Summit XIV Guest Speaker Bob Pozen (Chairman, MFS Investment Management) |
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CEO Summit X Guest Speaker Norton Reamer (Founder & Former CEO, United Asset Management and 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) |
CEO Summit XIV Guest Speaker Michael Steinhardt (Chairman, Wisdom Tree Investments) |
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Tiburon 2009 CEO Summits
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Tiburon will continue to hold semi-annual CEO Summits in the spring and fall of 2009. Dates are April 9-10, 2009 (New York, NY) and October 7-8, 2009 (San Francisco, CA). Spring 2009 speakers will include Jud Bergman (CEO, Envestnet Asset Management), Jessica Bibliowicz (CEO, National Financial Partners), Kip Condron (CEO, Axa Financial), Ken Fisher (CEO, Fisher Investments), Roger Ibbotson (CEO, Ibbotson Associates), Paul Stevens (CEO, Investment Company Institute), Jim Weddle (Managing Partner, Edward Jones & Company), and others to be announced soon.
Tiburon CEO Summits Attendee Policy
Tiburon maintains a list of almost 2,000 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 125 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:
Tiburon CEO Summit Planning Committee
Tiburon's CEO Summits could not be planned without a lot of help from many others. Nine 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 XV 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. Fifteen long-time Tiburon clients, including Advanced Equities Financial Corporation, Dunham & Associates (Dunham Funds), Envestnet Asset Management, Fidelity Investments (National Financial Services Corporation), Fiserv (Check Free), Forward Management (ReFlow), Genworth Financial (Asset Mark), Global Bridge, Jefferson National, LPL Financial Services, State Street Corporation (State Street Global Advisors), Sun Star, TD Ameritrade, The Bank of New York Mellon Corporation (Pershing), & The Charles Schwab Corporation, are offering financial support for Tiburon CEO Summit XV. 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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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:
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