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Tiburon Managing Principal Chip Roame |
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Tiburon Strategic Advisors is pleased to announce the upcoming Tiburon CEO Summit XVIII to be held April 14-15, 2010 at the Ritz Carlton Hotel in New York, NY. 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. The topics presented in the general sessions are also discussed in-depth in five break-out sessions, structured around newsworthy topics. Tiburon 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 CEO Summit XVIII Opening Keynote Presentation
Tiburon's Managing Principal Chip Roame will open the CEO Summit by addressing the state of the financial services industry. Mr. Roame's comments will address both current events around the economy and new administration, as well as more secular trends involving products such as exchange traded funds and markets & distribution channels such as break-away brokers.
Tiburon CEO Summit XVIII Guest Speakers
Tiburon CEO Summit XVIII will include the following seven guest speakers:
- Ed Bernard (Vice Chairman, T. Rowe Price Group)
- Abby Cohen (President, Global Markets Institute, Goldman Sachs Group)
- Steve Forbes (CEO, Forbes Media)
- Jim McCool (Executive Vice President, The Charles Schwab Corporation)
- Jonathan Steinberg (CEO, Wisdom Tree Investments)
- David Tittsworth (Executive Director, Investment Adviser Association)
- Fred Tomczyk (CEO, TD Ameritrade)
CEO Summit XVIII Guest Speaker |
CEO Summit XVIII Guest Speaker |
CEO Summit XVIII Guest Speaker |
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CEO Summit XVIII Guest Speaker |
CEO Summit XVIII Guest Speaker |
CEO Summit XVIII Guest Speaker |
CEO Summit XVIII Guest Speaker |
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Tiburon CEO Summit XVIII will also feature the firm's traditional client-centric panel discussion format - with Ask the Consumers returning and being joined by two new panel discussions, including Ask the Stock Analysts & Ask the Reporters - five less formal break-out sessions, a Q&A session with Tiburon's Managing Principal Chip Roame, & three wonderful social events.
Tiburon Strategic Advisors
Tiburon Strategic Advisors was formed in 1998 to offer market research, strategy consulting, & other related services primarily to financial services firms. Three of Tiburon’s core clientele groups are the CEOs and other senior executives of large US financial institutions faced with difficult strategic decisions, leading executives of foreign financial institutions trying to understand and/or enter the US markets, and a long list of venture capital & private equity firms, and investment banks, making investments in, and executing transactions in, areas where Tiburon has developed proprietary insights. The firm has served over 300 corporate clients and completed over 1,200 projects since its founding, and today, its knowledge base includes mutual fund distribution, separately managed account programs, alternative investments, wealth management, insurance products, banking services, the fee-based financial advisor market, the CPA firm market, the family office market, & various international markets.
Tiburon CEO Summits
Since 2001, Tiburon has hosted unique semi-annual CEO Summits for its executive-level clients. Tiburon CEO Summits last two-to-three days and focus on in-depth discussions of Tiburon research and leading-edge business models through guest presentations, panel discussions, & break-out sessions. Guest speakers generally support the twin themes of maintaining a focus on consumer needs & challenging conventional wisdom. General sessions also often address industry mergers & acquisitions and venture capital & private equity trends. Tiburon's CEO Summits also include three client-oriented general session panel discussions, often including the Ask the Consumers, Ask the Advisors, & Ask the Gatekeepers panels. The topics presented in the general sessions are also discussed in-depth in five break-out sessions, structured around newsworthy topics.
Executive-level Tiburon clients are invited to participate in a forum of open sharing and discussion of industry trends. The meetings have become a hot ticket for industry executives. There is no cost to attend aside from one's travel expenses. The CEO Summits are not positioned as a revenue generating activity unto themselves but instead as a unique reward for Tiburon clients to share in its research and network with other senior client executives. Hence, Tiburon reserves all seats for the firm's executive-level clients. If you have not engaged the firm recently, please consider how Tiburon could again help you further your business strategy through its services - research reports, conference speeches, market seminars, market research, strategy consulting, venture consulting, mergers & acquisitions advice, and board memberships. If you are interested in engaging Tiburon for a project, please contact Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540 or via Tiburon's web site at www.TiburonAdvisors.Com.
Prior Tiburon CEO Summits
Tiburon has held seventeen prior CEO Summits. The most recent Tiburon CEO Summit was held October 7-8, 2009 in San Francisco, CA. Tiburon presented its inaugural Tiburon CEO Summit Awards to Charles Schwab (Chairman, The Charles Schwab Corporation) & Ken Fisher (CEO, Fisher Investments). Guest speakers included Jon Baum (CEO, The Dreyfus Corporation), John Calamos (CEO, Calamos Asset Management), Fred Jonske (CEO, M Financial Group), Deena Katz (Chairman, Evensky & Katz and Associate Professor, Texas Tech University), Pete Kight (Vice Chairman, Fiserv), Steve Lockshin (CEO, Convergent Wealth Advisors), Andrew Rudd (CEO, Advisor Software & Former CEO, Barra), Steve Wallman (CEO, Foliofn), & Jim Weddle (Managing Partner, Edward Jones & Company). Click here to read about all prior Tiburon CEO Summits.
Based on feedback from prior Tiburon CEO Summits, Tiburon predominantly invites financial services industry CEOs to be the CEO Summit guest speakers. Attendees repeatedly report that they take away the most from other CEOs in like situations, and this fosters the collaborative environment sought. Speakers are asked to discuss both their views on industry developments & their businesses. Tiburon deliberately structures time for questions & answers with each speaker, again to foster the collaborative environment. Aside from Tiburon's own Managing Principal Chip Roame (who kicks-off each Tiburon CEO Summit), past & upcoming speakers have included:
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CEO Summit XIV |
CEO Summits |
CEO Summits |
CEO Summit XI |
CEO Summits |
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CEO Summit XIII |
CEO Summit XII |
CEO Summits |
CEO Summit XVI |
CEO Summit X |
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CEO Summit XV |
CEO Summit XII |
CEO Summits |
CEO Summit X |
CEO Summit XIV |
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CEO Summit XII |
CEO Summit XI |
CEO Summit XVII |
CEO Summit XIV |
CEO Summit XVII |
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Tiburon CEO Summits Attendee Policy
More specifically, there are two specific attendee policies:
- Seniority: Tiburon limits attendance to the CEOs and leading strategy makers from its client companies. Almost all attendees have C level titles (CEOs, COOs, CFOs); a handful are executive vice presidents leading core business units and/or internal business strategy groups
- Clients: Since Tiburon hosts the events, it is economic reality that the group must be limited to senior executives who have previously benefited from Tiburon's research-based strategy consulting work
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Due to the incredible demand from a large number of its executive-level clients to attend its CEO Summits, Tiburon now holds its CEO Summits at the Ritz Carlton Hotels in New York, NY & San Francisco, CA. Several long-time Tiburon clients, including Advisor Impact, Advisor Software, Charles Schwab Institutional, Dunham & Associates, Envestnet Asset Management, Ever Bank Financial, Fidelity Investments, Fiserv Investment Services, Folio Institutional, Genworth Financial Wealth Management, LPL Financial, Mass Mutual Financial Group, New York Life, ReFlow, Silver Lane Advisors, State Street Global Advisors, & TD Ameritrade Institutional are offering financial support for Tiburon CEO Summit XVIII, while media sponsors include Bank Advisor Magazine, Barron's, Boomer Market Advisor Magazine, Financial Advisor Magazine, Private Wealth Magazine, Registered Rep Magazine, The Wall Street Journal, and Trusts & Estates Magazine. Tiburon is grateful for this assistance.
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Tiburon CEO Summit XVIII Sponsors
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Tiburon CEO Summit XVIII Media Sponsors
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Additional Information
Please click the links below for more information on Tiburon's CEO Summits:
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