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Tiburon CEO Summits
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Tiburon CEO Summit XIX
Tiburon Strategic Advisors offers market research, strategy consulting, & other related services primarily to financial services firms. For the past nine years, Tiburon has also hosted the semi-annual Tiburon CEO Summits alternately in New York & San Francisco; these events provide a unique opportunity for a select cross-industry group of senior financial services industry executives to discuss a broad swath of issues regarding the future of the brokerage, investments, advice, & wealth management businesses. The list of business relationships resulting from prior Tiburon CEO Summits is impressive.
The next Tiburon CEO Summit will be held October 6-7, 2010 at the Ritz Carlton Hotel in San Francisco, CA. There are over twenty planned sessions. Along with Tiburon's Managing Principal Chip Roame, guest speakers will include Judy Barber (CEO, Family Money Consultants), Dale Brown (CEO, Financial Services Institute), Ron Carson (CEO, Carson Wealth Management), Harold Evensky (President, Evensky & Katz), Jeff Maggioncalda (CEO, Financial Engines), Meir Statman (Professor, Santa Clara University), Mark Yusko (Founder, CEO, & CIO, Morgan Creek Capital Management).
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CEO Summit XIX
Guest Speaker
Judy Barber
(CEO, Family Money Consultants)
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Judy Barber (CEO, Family Money Consultants)
Judy Barber serves as the CEO of Family Money Consultants. Ms. Barber has worked with individuals, couples, families, & family enterprises regarding issues of accumulated, inherited, sudden, & diminished wealth. She assists participants in articulating shared goals, enhancing communications, addressing succession planning, inter-generation transfers, & governance issues. She is a licensed marriage & family therapist.
Ms. Barber has nearly 25 years of experience in working with clients and financial advisors. She is a founding member of the American Bar Association’s psychological and emotional issues of estate and financial planning sub-committee of the real property, probate, & trust law section. She is an advisor member of the Institute for Private Investors. Ms. Barber also was inaugurated as a Family Firm Institute fellow in 2001. She is also a member of Attorney’s for Family-Held Enterprise and the Association for Dispute Resolution.
Ms. Barber will address issues on wealth transfer, philanthropy, & overlapping family enterprise issues.
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CEO Summit XIX
Guest Speaker
Dale Brown
(CEO, Financial Services Institute)
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Dale Brown (CEO, Financial Services Institute)
Dale Brown serves as the CEO of the Financial Services Institute. He is responsible for the management of the non-profit organization dedicated to serving & representing the interest of independent broker/dealers & independent financial advisors.
Mr. Brown brings more than 20 years of association management experience to FSI, most recently as the associate executive director of FPA. For IAFP, one of FPA’s predecessor organizations, he led the government relations program and the broker/dealer program, which grew to more than 130 member firms by the time FPA was created in 2000. He also led the successful fight in the mid-1990s against the IRS’s attempts to force broker/dealers to reclassify independent contractor representatives as statutory employees. In both IAFP & FPA, Mr. Brown played a critical role in the senior management team and brings broad leadership experience to FSI in his role as CEO.
Mr. Brown will address the independent broker/dealer industry as well as regulatory reform affecting it.
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CEO Summit XIX
Guest Speaker
Ron Carson
(CEO, Carson Wealth Management)
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Ron Carson (CEO, Carson Wealth Management)
Ron Carson is Founder & CEO of Carson Wealth Management Group, and has worked extensively in the field of financial management since 1983. Mr. Carson also co-hosts a nationally syndicated radio show called Financial Focus.
Mr. Carson has been honored as one of Barron's Top 100 financial advisors and the #1 independent firm. He has also been selected by Worth Magazine as one of The Best 250 Financial Advisors in the country, as well as being selected by Medical Economics as one of The Nation’s Top 120 Financial Advisors for Doctors. Mr. Carson is a regular guest on CNBC’s Squawk on the Street and CNBC’s On the Money, as well as a frequent guest on KMTV3`s Mid-day Business Report. Mr. Carson was also the Founder & past president of the Heartland Chapter IAFP, past president & Board of Directors for the Child Savings Institute, as well as past president of the American Charitable Foundation.
Mr. Caron will address experiences in financial management and as an independent financial advisor.
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CEO Summit XIX
Guest Speaker
Harold Evensky
(President, Evensky & Katz)
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Harold Evensky (President, Evensky & Katz)
Harold Evensky serves as the President of Evensky & Katz. Prior to forming Evensky & Katz, Mr. Evensky served as a Vice President of Investments with major investment banking firms.
Mr. Evensky has served as Chair of the International CFP® Council, the CFP® Board of Governors, the Board of Examiners, & the Board of Appeals. He has served on the Editorial Advisory Board of the Asia Financial Planning Journal, a columnist for Worth.com, the Editorial Advisory Board of the Journal of Financial Planning, & he is currently the Research Columnist for the Journal of Financial Planning and a board member of the Academy of Financial Services. He has also served on the National Board of the IAFP and the Charles Schwab Institutional Advisory Board & Council. He is the past Chair of the TIAA-CREF Institute Advisory Board and is a member of the Financial Planning Association, the Academy of Financial Services, & the CFA Institute and is an associate member of the American Bar Association. He is the author of Wealth Management (McGraw Hill) and co-editor of The Investment Think Tank & Retirement Income Redesigned (Bloomberg).
Mr. Evensky will address his experience in the investments & financial planning industry.
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CEO Summit XIX
Guest Speaker
Jeff Maggioncalda
(CEO, Financial Engines)
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Jeff Maggioncalda (CEO, Financial Engines)
Jeff Maggioncalda serves as CEO of Financial Engines, a role he has held since 1996, and as a director since March 1997. He is responsible for the overall management of the firm.
Mr. Maggioncalda has over 10 years of experience in the financial services industry. Mr. Maggioncalda has led Financial Engines through five successful rounds of funding, raising $140 million and building an organization committed to creating powerful and innovative financial technology solutions. Previously, Mr. Maggioncalda worked for McKinsey & Company in their high-technology practice and at Cornerstone Research conducting securities and software litigation consulting. He also developed case studies for a business strategy course taught by Intel Chairman Andy Grove. Mr. Maggioncalda received his MBA from the Stanford Graduate School of Business and a bachelor’s degree in quantitative economics and English from Stanford University.
Mr. Maggioncalda will address the retirement industry as well as the access to investment advice to retail investors.
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CEO Summit XIX
Guest Speaker
Meir Statman
(Professor, Santa Clara University)
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Meir Statman (Professor, Santa Clara University)
Meir Statman is the Glenn Klimek Professor of Finance at the Leavey School of Business, Santa Clara University and Visiting Professor at Tilburg University in the Netherlands. His research focuses on behavioral finance and will be reflected in his book, What Investors Really Want, which is scheduled to be published by McGraw-Hill this fall.
Professor Statman’s research has been published in the Journal of Finance, the Journal of Financial Economics, the Review of Financial Studies, the Journal of Financial & Quantitative Analysis, the Financial Analysts Journal, the Journal of Portfolio Management, & many other journals. The research has been supported by the National Science Foundation, the Research Foundation of the CFA Institute, & the Investment Management Consultants Association (IMCA). Professor Statman is a member of the Editorial Board of the Financial Analysts Journal, the Advisory Board of the Journal of Portfolio Management, the Journal of Wealth Management, & the Journal of Investment Consulting, an Associate Editor of the Journal of Financial Research, the Journal of Behavioral Finance, & the Journal of Investment Management, and a recipient of a Batterymarch Fellowship, a William F. Sharpe Best Paper Award, a Bernstein Fabozzi/Jacobs Levy Outstanding Article Award, a Davis Ethics Award, a Moskowitz Prize for best paper on socially responsible investing, two Baker IMCA Awards, and three Graham & Dodd Scroll Awards. Professor Statman consults with many investment companies and presents his work to academics and professionals in many forums in the US and abroad.
Mr. Statman will address behavior finance and its effects on the financial services industry. Specifically, he will discuss how investors and managers make financial decisions and how these decisions are reflected in the financial markets.
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CEO Summit XIX
Guest Speaker
Mark Yusko
(Founder, CEO, & CIO, Morgan Creek Capital Management)
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Mark Yusko (Founder, CEO, & CIO, Morgan Creek Capital Management)
Mark Yusko has been the Founder, CEO, & CIO of Morgan Creek Capital Management since its formation in 2004. Mr. Yusko is responsible for the oversight of the firm’s strategic & tactical asset allocation decisions and operations.
Prior to forming Morgan Creek Capital Management, Mr. Yusko was Founder, President, & Chief Investment Officer of UNC Management Company, the Endowment investment office for the University of North Carolina at Chapel Hill, from 1998 to 2004. Until 1998, Mr. Yusko was the Senior Investment Director for the University of Notre Dame Investment Office where he joined as the Assistant Investment Officer in 1993.
Mr. Yusko will address his experience and views of the global financial markets and the investment management industry. He will also discuss why he feels it is important to think differently when investing by using alternative thinking strategies.
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