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Chip Roame
Managing Principal Tiburon Strategic Advisors |
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Tiburon
Strategic Advisors and its Managing Principal Chip Roame are pleased to
announce the upcoming Tiburon CEO Summit XX to be held April 13 - 14,
2011 at the Ritz Carlton Hotel in New York, NY. If you have attended
any of the past nineteen Tiburon CEO Summits, you know that they are
one of the few forums where financial services industry CEOs from
across traditional industry silos gather to discuss business strategies
& opportunities. The list of business relationships resulting
from
past Tiburon CEO Summits is impressive.
Tiburon
CEO Summit XX Opening Keynote Presentation
Tiburon's
Managing Principal Chip Roame will open Tiburon CEO Summit XX
by
addressing the state of the financial services industry. Mr. Roame's
comments will address both current events around the economy and
regulatory reform, as well as more secular trends involving products
such as exchange traded funds and markets & distribution
channels
such as break-away brokers.
- John Bogle (Founder, The Vanguard Group)
- Mark Casady (CEO, LPL Financial)
Tiburon
CEO Summit XX will also include the following guest speakers:
- Keith Banks (President, US Trust)
- Charles Brandes (Chairman, Brandes Investment Partners)
- David
Carroll (Senior Executive Vice President, Wells Fargo Corporation)
- Ric
Edelman (CEO, Edelman Financial Services)
- Ed
Finn (President, Barron's)
- Allen
Thorpe (Managing Director, Hellman & Friedman)
CEO Summit XX Guest Speaker Keith Banks (President, US Trust) |
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Tiburon
CEO Summit XX will also feature the firm's traditional client-centric
panel discussions, a CEO Summit insights panel with four Tiburon clients, five less
formal break-out sessions, & two networking-based 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 1,300 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.
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CEO Summits
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Chip Roame
Managing Principal Tiburon Strategic Advisors |
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Tiburon
CEO Summit Awards
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CEO Summit XXI |
CEO Summit XX |
CEO Summit XX |
CEO Summit XVII |
CEO Summit XXI Award Recipient Bill Hambrecht (CEO, WR Hambrecht & Company) |
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CEO Summit XIX |
CEO Summit XVII |
CEO Summit XXI |
Next Award Recipient |
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Tiburon
CEO Summit Guest Speakers
Based
on feedback from attendees at 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. Guest speakers are asked to discuss
both their views on industry developments & their businesses.
Tiburon deliberately structures time for questions & answers with
each guest 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 guest speakers have
included:
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Tiburon
CEO Summits Attendee Policy
More
specifically, there are two specific attendee policies:
- Seniority:
Tiburon is making a conscious effort to limit attendance to C-level
executives, executive vice presidents, & other business heads
- 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. Tiburon defines its
corporate clients as all firms that purchase at least a single day of
consulting each year and/or subscribe to its research report access
program. Tiburon also sends invitations to first time clients that at least purchase a single Tiburon research report
Tiburon
CEO Summit Web Site Links
Please click the links below for more information
on Tiburon's CEO Summits:
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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 Software, Alston
& Bird, Charles Schwab, Dunham & Associates, Envestnet Asset
Management, EverBank Financial, Fidelity Investments, Fiserv Investment
Services, Genworth Financial Wealth Management, Jefferson
National Financial, LPL Financial, Meridian-IQ, State Street
Global Advisors, & TD Ameritrade Institutional are offering
financial support for Tiburon CEO Summit XX, while media sponsors
include American Banker, Bank Investment Consultant, Barron's,
Financial Advisor, Financial Planning, Money Management Executive, On
Wall Street, Private Wealth, Registered Rep, and Trusts & Estates.
Tiburon is grateful for this assistance.
Tiburon CEO Summit XX Sponsors
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Tiburon CEO Summit XX Media Sponsors
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