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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 XVII to be held October 7-8, 2009 at the Ritz Carlton Hotel in San Francisco, CA. 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 six 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 XVII 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 XVII Award Recipients
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CEO Summit XVII Award Recipient Ken Fisher (CEO, Fisher Investments) |
CEO Summit XVII Award Recipient Chuck Schwab (Chairman, The Charles Schwab Corporation) |
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- Ken Fisher (CEO, Fisher Investments) will be given Tiburon's award for Challenging Conventional Wisdom
- Chuck Schwab (Chairman, The Charles Schwab Corporation) will be given Tiburon's award for Focusing on Consumer Needs
Tiburon believes that challenging conventional wisdom and maintaining a focus on consumer needs are two of the keys to success in the rapidly evolving financial services industry.
Tiburon CEO Summit XVII Guest Speakers
In addition to these honored guests, Tiburon CEO Summit XVII will include the following nine featured guest speakers:
- 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)
CEO Summit XVII Guest Speaker |
CEO Summit XVII Guest Speaker |
CEO Summit XVII Guest Speaker |
CEO Summit XVII Guest Speaker |
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CEO Summit XVII Guest Speaker |
CEO Summit XVII Guest Speaker |
CEO Summit XVII Guest Speaker |
CEO Summit XVII Guest Speaker |
CEO Summit XVII Guest Speaker |
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Tiburon CEO Summit XVII will also feature the firm's three traditional client-centric panel discussions - Ask the Consumers, Ask the Advisors, & Ask the Gatekeepers - a current events general session panel discussion, six 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 challenging conventional wisdom & maintaining a client-orientation. 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, including the Ask the Consumers, Ask the Advisors, & Ask the Gatekeepers panels.
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 sixteen prior CEO Summits. The most recent Tiburon CEO Summit was held April 15-16, 2009 in New York, NY at the Ritz Carlton Hotel. Guest speakers included Jud Bergman (CEO, Envestnet Asset Management), Jessica Bibliowicz (CEO, National Financial Partners), Mark Casady (CEO, LPL Financial), Kip Condron (CEO, Axa Financial), Jeffrey Dunham (CEO, Dunham & Associates), Ken Fisher (CEO, Fisher Investments), Roger Ibbotson (Professor, Yale University; Chairman, Zebra Capital Management; & Former CEO, Ibbotson Associates), Scott Powers (CEO, State Street Global Advisors), & Paul Stevens (CEO, Investment Company Institute). 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 XIV |
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 San Francisco, CA and New York, NY. Nine long-time Tiburon clients, including Advisor Software, Envestnet Asset Management, Fidelity Investments, Fiserv (Fiserv Investment Services), Foliofn (Folio Institutional), JCPR, News Corporation (Barron's), & The Charles Schwab Corporation (Schwab Institutional) are offering financial support for Tiburon CEO Summit XVII. Tiburon is grateful for this assistance.
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Additional Information
Please click the links below for more information on Tiburon's CEO Summits:
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