Tiburon CEO Summits
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Chip Roame
(Managing Principal, Tiburon Strategic Advisors)
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Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, is pleased to announce the recipients of its inaugural Tiburon CEO Summit Awards.
Tiburon CEO Summits
Tiburon's CEO Summits provide a unique opportunity for a select cross-industry group of senior executives to discuss a broad swath of issues regarding the future of the brokerage, investments, advice, & wealth management businesses. Tiburon’s 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.
Tiburon’s CEO Summits are built around three key themes:
- Maintaining a focus on consumer (and other client) needs
- Challenging conventional industry wisdom (innovation)
- Taking responsibility
In the spirit of recognizing leaders in the financial services industry who have excelled at applying one or all of these concepts, Tiburon is pleased to announce the recipients of its Tiburon CEO Summit Awards. Joe Mansueto (CEO, Morningstar) & Don Phillips (President, Fund Research, Morningstar) will be recognized as Tiburon CEO Summit award recipients as they exemplify three central themes, including Focus on Consumer (and Other Client) Needs, Challenging Conventional Industry Wisdom (Innovation), & Taking Responsibility. These awards will be presented at Tiburon CEO Summit XIX on October 6-7, 2010:
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Joe Mansueto
(CEO, Morningstar)
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Joe Mansueto (CEO, Morningstar)
Joe Mansueto is the founder, chairman, & CEO of Morningstar. He founded the company in 1984.
Mr. Mansueto received the 2007 Skip Viragh Award, sponsored by Rydex Investments and Financial Advisor magazine, which recognizes new and innovative services that positively impact the financial advisor community. Mr. Mansueto also received the 2007 Visionary Award and was one of ten winners of the 2007 Chicago Innovation Award, sponsored by the Chicago Sun-Times and Kuczmarski & Associates. In 2007, Smart Money magazine recognized Mansueto in the Smart Money Power 30, its annual list of the top 30 most powerful forces in business and finance. He received the Distinguished Entrepreneurial Alumnus Award from the University of Chicago Graduate School of Business in 2000. He received the KPMG Peat Marwick High Tech Entrepreneur of the Year Award in 1993 and won the Rosenthal Award for Excellence in Investment Research from the University of Chicago in 1992. Before founding Morningstar, Mr. Mansueto was a securities analyst at Harris Associates.
Mr. Mansueto is being recognized as a Tiburon CEO Summit award recipient as he exemplifies the three central themes, including Focusing on Consumer (and Other Client) Needs, Challenging Conventional Industry Wisdom (Innovation), & Taking Responsibility.
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Don Phillips
(President, Fund Research, Morningstar)
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Don Phillips (President, Fund Research, Morningstar)
Don Phillips is president of fund research for Morningstar, overseeing global research on mutual funds, exchange traded funds, & alternative investments. He has also served on the company’s board of directors since 1999.
Mr. Phillips joined Morningstar in 1986 as the company’s first mutual fund analyst and soon became editor of its flagship publication, Morningstar Mutual Funds, establishing the editorial voice for which the company is best known. Mr. Phillips helped to develop the Morningstar Style Box, the Morningstar Ratings, & other distinctive proprietary Morningstar innovations that have become industry standards. In 2010, Investment Advisor magazine named Mr. Phillips to its thirty most influential individuals list. Investment Advisor also named him to its list of the most influential people in the financial planning industry in 2003 & 2004. Financial Planning magazine named him one of the financial planning industry’s movers & shakers in 2003. Registered Rep named him one of the investment industry’s ten key players in 2002.
Mr. Phillips is being recognized as a Tiburon CEO Summit award recipient as he supports three central themes, including Focusing on Consumer (and Other Client) Needs, Challenging Conventional Industry Wisdom (Innovation), & Taking Responsibility.
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