Tiburon CEO Summit XVI
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- Jud Bergman (CEO, Envestnet Asset Management)
- Jessica Bibliowicz (CEO, National Financial Partners)
- Mark Casady (CEO, LPL Financial Services)
- Kip Condron (CEO, Axa Financial)
- Jeffrey Dunham (CEO, Dunham & Associates Investment Counsel)
- Ken Fisher (CEO, Fisher Investments)
- Roger Ibbotson (Professor, Yale University; Chairman, Zebra Capital Management; & Former CEO, Ibbotson Associates)
- Scott Powers (CEO, State Street Global Advisors)
- Paul Stevens (CEO, Investment Company Institute)
CEO Summit XVI Guest Speaker |
CEO Summit XVI Guest Speaker |
CEO Summit XVI Guest Speaker |
CEO Summit XVI Guest Speaker |
CEO Summit XVI Guest Speaker |
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CEO Summit XVI Guest Speaker |
CEO Summit XVI Guest Speaker |
CEO Summit XVI Guest Speaker |
CEO Summit XVI Guest Speaker |
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Tiburon CEO Summit XVI will also feature Tiburon's three traditional consumer-centric panel discussions - Ask the Consumers, Ask the Advisors, & Ask the Gatekeepers - a current events general session panel discussion, six less formal break-out sessions, a Q&A session with Tiburon's Managing Principal Chip Roame, & two 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, & 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, & break-out sessions. Guest speakers generally support the twin themes of challenging conventional wisdom & 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, & Ask the Gatekeepers 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 in 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 fifteen prior CEO Summits. The most recent Tiburon CEO Summit was held October 14-15, 2008 in San Francisco, CA. Guest speakers included Bruce Bond (CEO, Power Shares), Bill Hambrecht (CEO, WR Hambrecht + Company & Former CEO, Hambrecht & Quist), Norm Malo (CEO, National Financial Services Corporation), Joe Mansueto (CEO, Morningstar), & Andrew Rudd (CEO, Advisor Software; Chairman, Advisor Partners; & Former CEO, Barra). 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 & 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 Tiburon CEO Summit), past & upcoming speakers have included:
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CEO Summit XIV |
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CEO Summit XI |
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CEO Summit X |
CEO Summit XIV |
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CEO Summit XII |
CEO Summit XIII |
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CEO Summit X |
CEO Summit XIV |
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CEO Summit X |
CEO Summit XII |
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CEO Summit XI |
CEO Summit XIV |
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Tiburon CEO Summits Attendee Policy
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
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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. Fourteen long-time Tiburon clients, including Advisor Software, Envestnet Asset Management, Fiserv (Check Free Investment Services), Foliofn (Foliofn Institutional), JCPR, LPL Financial, Mass Mutual Financial Group, Natixis (Natixis Asset Management), PNC Financial (PNC Global Investment Servicing), Rafferty Holdings (Direxion Funds), State Street Corporation (State Street Global Advisors), TD Ameritrade (TD Ameritrade Institutional), The Bank of New York Mellon Corporation (Pershing Advisor Solutions), & The Charles Schwab Corporation (Schwab Institutional) are offering financial support for Tiburon CEO Summit XVI. 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:
- 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, & 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 15-16, 2009 at the Ritz Carlton Hotel in New York, NY, followed by Tiburon CEO Summit XVII, scheduled for October 7-8, 2009 at the Ritz Carlton Hotel in San Francisco, CA. Attendance is by invitation only and attendance at each Summit is managed to between 100 and 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-seven ~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 access program, whereby dozens of clients receive access to the Tiburon library and all Tiburon reports published within a year for $25,000; clients can subscribe to Tiburon's 2009 Research Report Access Program 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-based financial advisors, www.IndependentRepBestPractices.Com for independent reps, and www.PrivateBankerBestPractices.Com for private bankers. Almost 5,000 financial 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 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 2009.
- Tiburon has built three executive programs (CEOs-in-Residence, Financial Advisor Roundtable, & 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.
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