Tiburon sends invitations to its semi-annual CEO Summits exclusively to C-level executives, executive vice presidents, & other business heads at its 300+ corporate clients. Other managing directors and senior vice presidents are not invited in order to keep the discussion focused on CEO-level issues and to try to manage the size of each CEO Summit to 150 client attendees.

Tiburon CEO Summit XIX 
Confirmed Attendee List

Tiburon is pleased to announce that the following 124 Tiburon clients have already confirmed their attendance for Tiburon CEO Summit XIX:

• Chip Roame (Managing Principal, Tiburon Strategic Advisors)
• Gurinder Ahluwalia (CEO, Genworth Financial Wealth Management, Genworth Financial)
  
• Mike Apker (Business Head, Reporting & Data Aggregation Services, Envestnet Asset Management)
• Chuck Baldiswieler (CEO, TCW Funds, TCW Group, Trust Company of the West, (TCW), Societe Generale Asset Management, Societe Generale)
  
• Judy Barber (CEO, Family Money Consultants)
  
• Tony Batman (CEO, 1st Global Capital Corporation)
• Jordan Berlin (Senior Managing Director, New York Branch, Advanced Equities Financial Corporation)
  
• Stephanie Bogan (CEO, Quantuvis Consulting, Genworth Financial Wealth Management, Genworth Financial)
  
• Tom Bradley (President, TD Ameritrade Institutional Services, TD Ameritrade, TD Bank Financial Group)
• Dale Brown (CEO, Financial Services Institute)
  
• Derek Bruton (Executive Vice President, Independent Advisor Services, LPL Financial, LPL Investment Holdings)
  
• Sal Capizzi (Chief Sales & Marketing Officer, Dunham & Associates Investment Counsel)
• Ron Carson (CEO, Carson Wealth Management)
  
• John Carter (President, Nationwide Financial Services, Nationwide Mutual Insurance Company)
  
• John Casaudoumecq (Business Head, Commodities, Global Markets, Institutional Clients Group, Citigroup)
  
• Peng Chen (President, Ibbotson Associates, Morningstar)
  
• Bernie Clark (Executive Vice President, Advisor Services, The Charles Schwab Corporation)
• Dennis Clark (President, Advisor Partners, Advisor Software)
  
• Mike Clinton (Chief Operating Officer, Loring Ward Group)
  
• Craig Cloyed (President, Calvert Distributors, Calvert Group, Unifi Mutual Holding Company)
  
• Steve Cohen (Chief Strategy Officer, Pro Funds Group)
  
• Ron Cordes (Co-Chairman, Genworth Financial Wealth Management, Genworth Financial)
  
• Trish Cox (Chief Operating Officer, Advisor Services, The Charles Schwab Corporation)
• Peter Crenier (Business Head, Business Development, Investment Services, Fiserv Corporation)
  
• Ben Cukier (Partner, FTV Capital)
  
• Jeff Cusack (President, Forward Management, Sutton Place Associates)
• Dick Davies (Senior Managing Director, Defined Contribution & Sub-Advisory, Alliance Bernstein Institutional Investments, Alliance Bernstein, Axa Group)
• Scott Dell’Orfano (Executive Vice President, Fidelity Institutional Wealth Services, Fidelity Investments)
  
• Jeffrey Dunham (CEO, Dunham & Associates Investment Counsel)
• Steve Dunlap (Chief Operating Officer, Pershing Managed Account Solutions, Pershing, The Bank of New York Mellon Corporation)
  
• Ric Edelman (CEO, Edelman Financial Services, The Edelman Financial Center, Sanders, Morris, & Harris Group, SMH Group)
  
• Cynthia Egan (President, Retirement Plan Services, T. Rowe Price Group)
• Harold Evensky (President, Evensky & Katz, Fiduciary Network)
  
• Chris Feeney (Chief Information Officer, LPL Financial, LPL Investment Holdings)
  
• Tom Finke (CEO, Babson Capital Management, Mass Mutual Financial Group)
• Robin Foote (Managing Director, Novantas)
  
• Jon Foster (President, Carson Wealth Management)
  
• Dave Goerz (Chief Investment Officer, High Mark Capital Management, Union Bank, Mitsubishi UFJ Financial Group)
  
• Rich Goldman (CEO, Security Global Investors, Security Benefit Group, Guggenheim Partners)
• Craig Gordon (President, RBC Correspondent Services, Royal Bank of Canada)
• Gail Graham (Executive Vice President, Marketing, Fidelity Institutional Wealth Services, Fidelity Investments)
• Barnaby Grist (Executive Vice President, Wealth Management, Cetera Financial Group)
• Blake Grossman (Vice Chairman, Black Rock, Merrill Lynch, Bank of America Corporation)
• Matt Grove (Business Head, RIA Business, Retirement Income Security, New York Life)
• Jim Hale (Founding Partner, FTV Capital)
  
• Scott Hanson (Co-CEO, Hanson McClain)
  
• Bill Harris (Chairman, My Vest Corporation & Personal Capital Corporation)
• Keith Hartstein (CEO, John Hancock Funds, John Hancock Financial Services, Manulife Financial)
• JoNell Hermanson (President, M Financial Wealth Management, M Financial Group)
  
• Pete Hess (President, Advent Software)
• Gary Holland (Publisher, Barron’s, Dow Jones & Company, News Corporation)
• Bob Huret (Founding Partner, FTV Capital)
  
• Brian Jacobs (CEO, Hatteras Funds)
  
• Bryce James (President, Smart Portfolios)
  
• Steve Janachowski (CEO, Brouwer & Janachowski, Fiduciary Network)
  
• Jeff Lancaster (Principal, Bingham, Osborn, & Scarborough, Boston Private Financial Holdings)
  
• Randal Langdon (President, Lindner Capital Advisors)
• Stephen Langlois (Executive Vice President, Strategic Planning, LPL Financial, LPL Investment Holdings)
  
• Mike Latham (Business Head, Global iShares, Black Rock, Merrill Lynch, Bank of America Corporation)
• Chuck Lewis (CEO, My Vest Corporation & Personal Capital Corporation)
  
• Bob Lindner (CEO, Lindner Capital Advisors)
  
• Julie Littlechild (CEO, Advisor Impact)
• Jeff Maggioncalda (CEO, Financial Engines)
  
• Norman Mains (Chief Risk Officer, Forward Management, Sutton Place Associates)
  
• Frank Maiorano (CEO, Trust Company of America)
  
• Adam Malamed (Chief Operating Officer, Ladenburg Thalmann & Company, Ladenburg Thalmann Financial Services)
• Doug Mangini (Chief Operating Officer, Retail & Intermediary Division, Morgan Stanley Investment Management, Morgan Stanley, Mitsubishi UFJ Financial Group)
  
• Joe Mansueto (CEO, Morningstar)
  
• Jim McCool (Executive Vice President, Schwab Institutional Services, The Charles Schwab Corporation)
  
• Pat McEvoy (CEO, Woodbury Financial, The Hartford, Allianz)
  
• Gerry McGraw (President, Fidelity Institutional, Fidelity Investments)
  
• Sanjiv Mirchandani (President, National Financial Services, Fidelity Investments)
  
• Viggy Mokkarala (Executive Vice President, Envestnet Asset Management)
  
• Jeff Montgomery (CEO, Al Frank Asset Management)
  
• Kathryn Morrison (CEO, Sun Star)
• Mike Mulcahy (President, Bridgeway Funds, Bridgeway Capital Management)
• Cheryl Nash (Global Business Head, Product Strategy, Investment Services, Fiserv Corporation)
• Charlie Nelson (President, Great West Retirement Services, Great West Life & Annuity Insurance Company, Power Corporation of Canada)
  
• Christine Nigro (President, Axa Advisors, Axa Group)
  
• Michael O’Keeffe (Business Head, Investment Management & Guidance, Merrill Lynch Wealth Management, Bank of America Corporation)
  
• Harry O’Mealia (CEO, Legg Mason Investment Counsel, Legg Mason)
  
• Terry Otton (CEO, RS Investments, Guardian Life Insurance Company of America)
  
• Purna Pareek (CEO, Advice America, Fiserv Corporation)
• David Perkins (Chairman, Hatteras Funds)
  
• Don Phillips (Managing Director, Corporate Strategy, Research, & Communications, Morningstar)
  
• John Phillips (Executive Vice President, National Sales, National Financial Services, Fidelity Investments)
  
• James Poer (CEO, NFP Securities, National Financial Partners)
  
• Alex Potts (CEO, Loring Ward Group)
  
• Andy Putterman (CEO, Fortigent, Lydian Trust Company)
• Chris Ranney (CEO, Iron Point Capital Management, Securities America, Ameriprise Financial)
  
• George Riedel (Business Head, Intermediary Distribution, Third-Party Distribution, T. Rowe Price Group)
• Neal Ringquist (President, Advisor Software)
  
• Sharon Ritchey (Chief Operating Officer, US Wealth Management, The Hartford, Allianz)
  
• John Rooney (Managing Principal, Commonwealth Financial Network)
• Andrew Rudd (CEO, Advisor Software)
  
• Becky Saeger (Chief Marketing Officer, The Charles Schwab Corporation)
  
• Bill Salus (Chief Business Development Officer, PNC Global Investment Servicing, The Bank of New York Mellon Corporation)
• Michael Sapir (CEO, Pro Funds Group)
• Skip Schweiss (President, TD Ameritrade Trust Company, TD Ameritrade, TD Bank Financial Group)
  
• Jack Shea (Business Head, Client Relationship Management, ReFlow Management, Sutton Place Associates)
  
• Sterling Shea (Business Head, Winner’s Circle Advisor Rankings & Conference Program, Barron’s, Dow Jones & Company, News Corporation)
  
• Rick Silva (Global Co-Business Head, Equity Structured Products, Wachovia Corporation, Wells Fargo Corporation)
• Babu Sivadasan (Executive Vice President, Engineering, Envestnet Asset Management)
  
• David Smith (Group Publisher, Financial Advisor & Private Wealth Magazines, Charter Financial Publishing Network)
  
• Cliff Stanton (Chief Investment Officer, Prima Capital Management, Matrix Financial Solutions)
  
• Meir Statman (Professor, Finance, Leavey School of Business, Santa Clara University)
  
• Esther Stearns (President, LPL Financial, LPL Investment Holdings)
  
• John Surface (Executive Vice President, Corporate Development, Ever Bank Financial)
• Allen Thorpe (Managing Director, Hellman & Friedman)
• Frank Trotter (President, Ever Bank Direct, Ever Bank Financial)
  
• Mitch Vigeveno (CEO, Turning Point)
• Greg Vigrass (President, Folio Institutional, Foliofn)
  
• Steve Wallman (CEO, Foliofn)
  
• Gib Watson (CEO, Prima Capital Management, Prima Capital Holding, Matrix Financial Solutions)
  
• Amiee Watts (Executive Vice President, JCPR)
• Scott Welch (Senior Managing Director, Investment Research & Strategy, Fortigent, Lydian Trust Company)
  
• Janine Wertheim (President, Securities America Advisors, Securities America, Ameriprise Financial)
  
• Blake Wilson (President, Ever Bank Financial)
  
• Michael Winnick (Business Head, Strategic Partnerships & US Intermediary Distribution, Russell Investment Group, Northwestern Mutual)
  
• Bob Worthington (President, Hatteras Funds)
  
• Emmett Wright (Chief Investment Officer, Northwestern Mutual Wealth Management Company, Northwestern Mutual)
  
• Kim Wright-Violich (President, Schwab Charitable, The Charles Schwab Corporation)
• Mark Yusko (CEO, Morgan Creek Capital Management)
• Jamie Ziegler (Partner, AUM Partners)
  

Attending Tiburon's CEO Summits

Attendance at Tiburon's CEO Summits is reserved for Tiburon's executive-level clients. If you are an existing executive-level Tiburon client and would like to participate in a future Tiburon CEO Summit, please contact Tiburon's Managing Principal Chip Roame.