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Tiburon CEO Summits Release:
Tiburon CEO Summit XV Photo Collection
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Attendees at Tiburon CEO Summit XV gather before lunch in the courtyard of the Ritz Carlton Hotel on San Francisco's famed Nob Hill.
Click on the Picture
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Tiburon CEO Summit XV included over 15 separate sessions, including general session speaker presentations, panel discussions, break-out sessions, and several great social & networking events. Tiburon is pleased to announce the release of its first Tiburon CEO Summit Photo Collection.
Cocktail Party
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Chip Roame & Jenn Connelly enjoy reconnecting at Tiburon CEO Summits.
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Speaker Joe Mansueto is flanked by two attendees.
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Ron Cordes is happy to share ideas with his peers.
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Chip Roame & Norm Malo take the time to exchange thoughts.
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General Sessions - Speaker Presentations
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Dennis Clark (CEO, Advisor Partners) introduces attendees to Chip Roame.
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Chip focuses on facts to challenge conventional wisdom ...
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... and enjoys an occasional lighthearted story to stir up an audience.
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Joe Mansueto told his Morningstar story to a captive audience.
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Bill Hambrecht & Andrew Rudd took the stage in succession.
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Hambrecht's delivery was riveting, given the gravitas the man has and his subject, the credit crisis.
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Rudd's interesting presentation was focused on alternative investments, namely, stamps & books.
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ETF guru Tom Lydon took great joy in introducing Bruce Bond to fellow attendees.
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And Bond impressed the audience with his smooth delivery of an amazing amount of information.
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Norm Malo's presentation on Fidelity's Hybrid One product was incredibly candid...
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... and his ability to integrate the audience into his presentation was to everyone's benefit.
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General Sessions - Credit Crisis Panel, Tiburon Q&A, and Ask the Consumers, Ask the Advisers, & Ask the Gatekeepers Panels
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Ron Cordes, John Cammack, Harold Evensky, Ken Fisher, Neil Hennessy, & Paul Schaeffer dared to share their views on the credit crisis of October 2008.
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Initially the participants tried to ease into the difficult discussion.
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John Cammack took a serious tone immediately...
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...which was echoed by Ron Cordes as he detailed his views to Chip Roame, who listened attentively.
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Then Ken Fisher took over, leaving no doubts at all as to his views on the culprits ...
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... and the winners & losers of the credit crises.
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When Ken Fisher speaks, you always get your money's worth.
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Neil Hennessy, rivalling Mr. Fisher's humor, nevertheless took a more reserved strategy in his delivery...
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...allowing Tony Batman and other attendees in the audience the opportunity to pose thoughts.
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Chip Roame opened Day Two of Tiburon CEO Summit XV with the first ever Tiburon Q&A.
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Many of the main participants were speakers or panelists
Neil Hennessy...
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... Norm Malo ...
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... Jerry Miller ...
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... but many others also took the opportunity to share thoughts and pose questions.
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Tiburon's Ask the Consumers Panel is always interesting. The constituents at CEO Summit XV were high-net-worth.
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Much of the discussion focused on wealth management as opposed to portfolio growth, but many consumer concerns ...
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... across age groups and asset-classes are similar, with customer service (and an advisor who listens) always as important as...
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... or more important than investment performance.
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Nobody seemed too overly concerned with market conditions ... at least they weren't showing it.
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Tiburon's Ask the Advisors Panel is a natural progression from the consumers panel. At CEO Summit XV, the panelists ...
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... manage portfolios from under $500,000 to over $10,000,000. In this group, there was variance in what a client required...
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... from confidence, to honesty, to superior and customized client services.
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Tiburon's Ask the Manufacturers Panel brought four very differently sized manufacturers on stage together
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The one constant that everybody agreed upon ...
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... was that in the new financial landscape, the rules are changing rapidly ...
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... and adaptability with a keen eye on transparency and fiduciary responsibility will win out.
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Break-Out Sessions
Social & Networking Events
To learn more about the names & faces you've seen above and to get more information about how you can attend Tiburon CEO Summits in the future, please click here.
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