Attendee List

Tiburon targets CEO attendees and sends invitations to its semi-annual Tiburon CEO Summits exclusively to CEOs, other C-level executives, executive vice presidents, & partners at its 450+ corporate clients. Tiburon invites the top 0.7% of its corporate clients' executives. Tiburon verifies titles through company web sites & executive LinkedIn postings. Other managing directors, senior vice presidents, functional heads, & all others are not invited in order to keep the discussion focused on CEO-level issues.

Tiburon CEO Summit XXXIV
Confirmed Attendee List

Tiburon is pleased to announce that the following 106 Tiburon clients have already confirmed their attendance for Tiburon CEO Summit XXXIV:

  • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Bill McNabb (Chairman, The Vanguard Group)
  • Luis Aguilar (Former Commissioner, Securities & Exchange Commission (SEC))
  • Anil Arora (CEO, Envestnet Yodlee)
  • Steve Begleiter (Managing Director, Flexpoint Fod)
  • Jud Bergman (CEO, Envestnet)
  • Brad Bernstein (Managing Partner, FTV Capital)
  • Roy Burns (Managing Director, TA Associates)
  • Dewey Bushaw (Executive Vice President, Pacific Life Insurance Company)
  • Caleb Callahan (Chief Operating Officer, Valmark Securities)
  • Bruce Cameron (Co-CEO, Berkshire Capital Securities)
  • Rich Cancro (CEO, AdvisorEngine)
  • Bill Capuzzi (CEO, Apex Clearing Corporation)
  • Jeff Carlin (Senior Managing Director, Nuveen Investments)
  • Rene Chaze (Chief Financial Officer, Edelman Financial Services)
  • Bart Chilton (Former Chairman, Commodity Futures Trading Commission (CFTC))
  • Dan Ciavarella (Executive Vice President, FolioDynamix)
  • Roman Ciosek (Partner, HighTower Westchester)
  • Carolyn Clancy (Executive Vice President, Fidelity Institutional)
  • Bernie Clark (Executive Vice President, The Charles Schwab Corporation)
  • Eric Clarke (CEO, Orion Advisor Services)
  • John Clendening (CEO, Blucora)
  • David Conover (CEO, EverBank Wealth Management)
  • Todd Crockett (Managing Director, TA Associates)
  • Peter DeBoer (CEO, CFRA Research)
  • Robert DeChellis (President, Allianz Exchange)
  • Peter deSilva (President, TD Ameritrade Retail Distribution)
  • Claudio Dias (Chief Technology Officer, Discovery Data)
  • Bob Doll (Chief Equity Strategist, Nuveen Asset Management)
  • Steve Dunlap (President, FolioDynamix)
  • Laura Dunne (Treasurer, Envestnet)
  • John Faustino (Chief Strategy Officer, fi360)
  • Dan Fuss (Vice Chairman, Loomis, Sayles, & Company)
  • Charles Goldman (CEO, AssetMark)
  • Aaron Gordon (Chief Planning Officer, Edelman Financial Services)
  • Craig Gordon (Chief of Strategic Development, RBC Correspondent & Advisor Services)
  • Kyle Griswold (Partner, FTV Capital)
  • Cheryl Gustitus (Executive Vice President, Sustainalytics)
  • Scott Hanson (Co-CEO, Hanson McClain Group)
  • Tom Haught (President, Sequoia Financial Group)
  • Jimmy Hausberg (Partner, Hausberg Group)
  • Bob Herrmann (CEO, Discovery Data)
  • Anton Honikman (CEO, MyVest Corporation)
  • Jason Hsu (Chairman, Rayliant Global Advisors)
  • Peter Jantzen (Executive Vice President, Vestmark)
  • Michael Jantzi (CEO, Sustainalytics)
  • Anders Jones (CEO, Facet Wealth)
  • Kunal Kapoor (CEO, Morningstar)
  • Craig Katz (Executive Vice President, Discovery Data)
  • Joe Keefe (CEO, Pax World Funds)
  • Kevin Keller (CEO, Certified Planner Board of Standards (CFP Board))
  • Kelly Keough (Business Head, Global Digital Wealth Management, JP Morgan Chase & Company)
  • Rob Klapprodt (President, Vestmark)
  • Aaron Klein (CEO, Riskalyze)
  • Chelsea Kmiecik (Chief Marketing Officer, Discovery Data)
  • Jon Korngold (Managing Director, General Atlantic)
  • Sallie Krawcheck (Co-Founder, Ellevate Network)
  • Matthias Kuhlmey (Executive Vice President, HighTower)
  • Sagar Kurada (Chief Financial Officer, HighTower)
  • Stephen Langlois (Chief Business Development Officer, eMoney Advisor)
  • Vincenzo LaRuffa (Partner, Aquiline Capital Partners)
  • Jarrett Lilien (Managing Partner, Bendigo Partners)
  • John Lunny (CEO, Vestmark)
  • Lon Macdonald (Chief Marketing Officer, Vestmark)
  • Scott MacKenzie (CEO, Fidelity Clearing Canada)
  • Michael McClary (Chief Investment Officer, Valmark Advisers)
  • Patrick McKenna (Executive Chairman, Facet Wealth)
  • Steven Miyao (President, DST Research, Analytics, & Consulting)
  • Viggy Mokkarala (Executive Vice President, Envestnet)
  • Ed Moore (President, Edelman Financial Services)
  • Hans Morris (Managing Partner, Nyca Partners)
  • Harry O'Mealia (CEO, 1919 Investment Counsel)
  • Ryan Parker (CEO, Edelman Financial Services)
  • Lauren Pearson (Partner, HighTower Twickenham)
  • Charles Plosser (Former President, Federal Reserve Bank of Philadelphia)
  • Steve Plump (Executive Vice President, PIMCO)
  • Alex Potts (CEO, Loring Ward Group)
  • Kevin Rafferty (CEO, Vertical Management Systems)
  • Lisa Rapuano (Chief Revenue Officer, Facet Wealth)
  • George Riedel (Business Head, Financial Institutions, United States Investment Services, T. Rowe Price Group)
  • Chris Rimmer (Chief Accounting Officer, Fidelity Investments)
  • Tony Rochte (Executive Vice President, FundsNetwork, Fidelity Investments)
  • Rich Rosenbaum (Partner, Aquiline Capital Partners)
  • Andrew Rudd (CEO, Advisor Software)
  • Scott Ruddick (Chief Marketing Officer, Advisor Partners)
  • Larry Rybka (CEO, ValMark Securities)
  • Tony Salewski (Managing Director, Genstar Capital)
  • Sterling Shea (Associate Publisher, Dow Jones Media Group)
  • Nick Sheumack (Co-CEO, Berkshire Capital Securities)
  • Marshall Smith (Chief Product Officer, First Rate)
  • Noel Stave (Chief Operating Officer, RBC Correspondent & Advisor Services)
  • Paul Stevens (CEO, Investment Company Institute (ICI))
  • John Streur (CEO, Calvert Investments)
  • Hal Strong (Partner, Genstar Capital)
  • Steve Swain (Managing Partner, Centana Growth Partners)
  • Theresa Torian (Chief Operating Officer, CFRA Research)
  • George Walker (CEO, Neuberger Berman Management)
  • Corey Walther (Chief Operating Officer, Allianz Life Financial Services)
  • Bob Ward (Chief Revenue Officer, Vertical Management Systems)
  • Elliot Weissbluth (CEO, HighTower)
  • Craig Wietz (President, First Rate)
  • Doug Wilburn (Chief Compliance Officer, ValMark Securities)
  • Kevin Winters (Executive Vice President, PIMCO)
  • Natalie Wolfsen (Chief Commercialization Officer, AssetMark)
  • Matt Wolniewicz (President, fi360)
  • Derek Young (Vice Chairman, Fidelity Institutional Asset Management)
  • Kyle Zasky (Partner, SenaHill Partners)
   

Attending Tiburon CEO Summits

Tiburon maintains a list of over 1,550 executive-level clients at over 450 companies that have engaged the firm, 1,000 of whom have actively participated in prior Tiburon CEO Summits. Attendance at each Tiburon CEO Summit is reserved for Tiburon's clients. If you are an executive-level Tiburon client and would like to participate in a future Tiburon CEO Summit, please email Tiburon's Managing Partner Chip Roame. If you are not yet a Tiburon client and interested in becoming a Tiburon client to attend a Tiburon CEO Summit, please email Sarah Sage.

Tiburon CEO Summits Attendee Policy

Tiburon CEO Summits, more specifically, have two specific attendee policies:

  • Seniority: Tiburon targets CEO attendees and limits attendance to CEOs, other C-level executives, executive vice presidents, & partners at its 450+ corporate clients. Tiburon invites the top 0.7% of its corporate clients’ executives. Other managing directors, senior vice presidents, functional heads, and all others are not invited in order to keep the discussion focused on CEO-level issues
  • Clients: Tiburon defines its corporate clients as all firms that sponsor the Tiburon CEO Summits, become Tiburon members (subscribe to the Tiburon Research Access Program), and/or purchase at least a single day of consulting each year.

Other attendee rules have also been added by the Tiburon CEO Summit Sponsors Committee over the years:

  • Title Structures: Tiburon recognizes that companies have varying title structures. Experience across 450+ corporate clients suggests that the most common direct reports to CEOs are C-level executives and executive vice presidents
  • Verified Titles: Tiburon verifies titles through company web sites & executive LinkedIn postings. Tiburon also sometimes requests organizational charts to further verify confusing titles
  • Professional Services Firms: Tiburon recognizes that professional services firms often utilize the partner title similar to how companies utilize the executive vice president title. Partners are welcome to attend the Tiburon CEO Summits but only those with the most senior partner title if firms have multiple partner levels
  • Most Senior Title: Tiburon recognizes that many executives have multiple titles. Tiburon accepts the most senior title regardless of other titles (for example, an executive listed as Senior Vice President & Chief Marketing Officer would qualify under the Chief Marketing Officer title)
  • Board Members: Tiburon does not extend invitations to board members of qualified Tiburon clients including non-executive chairmen. These same executives though are welcome to qualify in their full-time roles and/or as individual Tiburon members
  • Venture Capital & Private Equity Owners: Tiburon does not extend invitations to executives at venture capital & private equity firms that invest in qualified Tiburon clients. These same executives though are welcome to have their firms qualify and many venture capital & private equity firms are Tiburon CEO Summit sponsors & Tiburon members. The inverse is also true; Tiburon does not extend invitations to executives at firms invested in by venture capital & private equity firm clients. Again, these same executives though are welcome to have their firms qualify

Once invitations are extended, delegation is not allowed. Tiburon realizes that if substitutes are allowed, the firm may quickly end up hosting a vice presidents Summit, instead of a CEOs Summit. Due to the frequency and other commitments, many Tiburon clients attend Tiburon's CEO Summits only periodically, but are still granted seats as long as they remain active Tiburon clients.