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Tiburon CEO Summits
Tiburon hosts unique semi-annual CEO Summits for its executive-level clients. Tiburon CEO Summit XXII will be held April 17-18, 2012 at the Ritz Carlton Hotel in New York, NY; please click here to review the tentative meeting agenda and client attendee list for this upcoming Tiburon CEO Summit.
Tiburon CEO Summit XXI was held this past October 12-13, 2011 at the Ritz Carlton Hotel in San Francisco, CA; please click here to read about this hugely successful CEO Summit and the preceding CEO Summits as well.
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 banking, brokerage, investments, insurance, advice, & wealth management businesses. Tiburon's CEO Summits likely provide one of the only true forums 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 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, and break-out sessions. Guest speakers often address industry mergers & acquisitions, venture capital & private equity trends, corporate governance, & public policy issues. Panel discussions are structured to solicit opinions from various industry players, including consumers, financial advisors, gatekeepers, journalists, stock analysts, & others. Break-out sessions allow for more in-depth discussions on timely topics as chosen by attendees.
Tiburon executive-level 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 beyond one's travel expenses. Attendance is by invitation only; all attendees are ongoing Tiburon clients. Repetitive cancelations or unwillingness to participate in the feedback process leads to invitees not being invited back.
Tiburon CEO Summit XXII: April 17-18, 2012
Tiburon CEO Summit XXII will officially start at 7:45am on Tuesday, April 17, 2012 at the Ritz Carlton Hotel in New York, NY, include a group dinner that night and finish at 1:00pm on Wednesday, April 18, 2012. There are over twenty planned sessions. Along with Tiburon's Managing Partner Chip Roame, Tiburon CEO Summit XXII will also feature the fifth annual Tiburon CEO Summit Awards presentation to David Booth (CEO, Dimensional Fund Advisors), Bob Reynolds (CEO, Putnam Investments), & Al West (CEO, SEI Investments) and general session guest panelists will include Mike Alfred (CEO, BrightScope), Keith Banks (President, US Trust), Tony Batman (CEO, 1st Global Capital Corporation), Jud Bergman (CEO, Envestnet), Chris Blunt (President, Insurance, New York Life), Tom Bradley (President, Retail Distribution, TD Ameritrade), Bruce Cameron (CEO, Berkshire Capital Securities), Mitch Caplan (CEO, Jefferson National Financial), Ben Cukier (Partner, FTV Capital), Scott Powers (CEO, State Street Global Corporation), Shirl Penney (CEO, Dynasty Financial Partners), Elliot Weissbluth (CEO, High Tower) & others to be announced. Click here for more details on the upcoming Tiburon CEO Summit XXII.
Other upcoming Tiburon CEO Summit dates include:
- Tiburon CEO Summit XXIII: October 16-17, 2012 at San Francisco, CA
- Tiburon CEO Summit XXIV: April 9-10, 2013 at New York, NY
- Tiburon CEO Summit XXV: October 8-9, 2013 at San Francisco, CA
Prior Tiburon CEO Summits
Tiburon CEO Summit XXI was held October 12-13, 2011 at the Ritz Carlton Hotel in San Francisco, CA. Over 170 senior industry executives took two days out of their busy schedules to participate. Tiburon awarded its fourth annual Tiburon CEO Summit awards to Rob Arnott (CEO, Research Affiliates) & Bill Sharpe (Professor Emeritus, Stanford University). In addition to Chip Roame (Managing Partner, Tiburon Strategic Advisors), guest speakers included Pete Kight (Managing Partner, The ComVest Group), Michael Sapir (CEO, ProShares), & Paul Steiger (CEO, Pro Publica). Click here to read about all prior Tiburon CEO Summits.
Tiburon CEO Summit Videos
Some representative Tiburon CEO Summit videos are included below:
Tiburon CEO Summit Binders
Some representative Tiburon CEO Summit binders are included below:
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Tiburon CEO Summit XXII Binder
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Tiburon CEO Summit Media Coverage
Some representative Tiburon CEO Summit media coverage is included below:
Tiburon CEO Summit Advertisements
Some representative Tiburon CEO Summit advertisements are included below:
Tiburon CEO Summits Award Recipients
Tiburon's CEO Summits have come to support three central themes and Tiburon created its CEO Summit Awards to recognize industry executives who exemplify these attributes. Those themes are:
- Focusing on Consumer (and Other Client) Needs: Tiburon has long been known for promoting the importance of staying close to (and listening to) clients and focusing on clients' needs, arguing that the financial services industry conducts too little consumer research, opting to design products before listening to consumers. To foster such a focus at the Tiburon CEO Summits, Tiburon starts every CEO Summit with a review of consumer wealth & sentiments and many Tiburon CEO Summits have included three related panel discussions representing three levels of clients; these include the Ask the Consumers, Ask the Advisors, & Ask the Gatekeepers panels, all of which allow direct open dialog with industry clients
- Challenging Conventional Industry Wisdom (Innovation): Tiburon has long perceived certain segments of the financial services industry to be caught up in group think and the firm has become known for challenging conventional industry wisdom. Tiburon's Managing Partner Chip Roame does this through research and sharing factual data that often calls into question commonly perceived industry truths. Tiburon welcomes and encourages this critical thinking as part of its CEO Summits. Furthermore, Tiburon is most often engaged in moving beyond factual data to help its clients develop innovative business strategies. In this light, Tiburon appreciates the innovators in the industry and seeks to recognize them, whether they are employees within large financial services firms or entrepreneurs leading smaller firms
- Taking Responsibility: Tiburon appreciates industry executives who make time to address consumers' savings needs and industry development beyond their own businesses and sees such responsibility and participation as both integral to consumers' success and the industry's success. Tiburon applies this thinking at its own CEO Summits by requiring participation; all attendees are asked to participate in presenting and/or serving as panelists in an attempt to create open communications and wide-ranging debate. All attendees are also asked to complete feedback forms and nominate future award recipients & guest speakers
Tiburon initiated its CEO Summit Awards in 2009 to further support the above mentioned themes. Past & upcoming award winners have included:
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- Rob Arnott (CEO, Research Affiliates)
- John Bogle (Founder, The Vanguard Group)
- David Booth (CEO, Dimensional Fund Advisors)
- Mark Casady (CEO, LPL Financial)
- Ken Fisher (CEO, Fisher Investments)
- Bill Hambrecht (CEO, WR Hambrecht & Company)
- Joe Mansueto (CEO, Morningstar)
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- Don Phillips (President, Fund Research, Morningstar)
- Bob Reynolds (CEO, Putnam Investments)
- Charles Schwab (Chairman, The Charles Schwab Corporation)
- Bill Sharpe (Professor Emeritus, Stanford University)
- Al West (CEO, SEI Investments)
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CEO Summit XXI
Award Recipient
Rob Arnott
(CEO, Research Affiliates)
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CEO Summit XX
Award Recipient
John Bogle
(Founder, The Vanguard Group)
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CEO Summit XXII
Award Recipient
David Booth
(CEO, Dimensional Fund Advisors)
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CEO Summit XX
Award Recipient
Mark Casady
(CEO, LPL Financial)
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CEO Summit XVII
Award Recipient
Ken Fisher
(CEO, Fisher Investments)
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CEO Summit XXI
Award Recipient
Bill Hambrecht
(CEO, WR Hambrecht & Company)
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CEO Summit XIX
Award Recipient
Joe Mansueto
(CEO, Morningstar)
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CEO Summit XIX
Award Recipient
Don Phillips
(President, Fund Research, Morningstar)
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CEO Summit XXII
Award Recipient
Bob Reynolds
(CEO, Putnam Investments)
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CEO Summit XVII
Award Recipient
Charles Schwab (Chairman, The Charles Schwab Corporation)
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CEO Summit XXI
Award Recipient
Bill Sharpe
(Professor Emeritus, Stanford University)
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CEO Summit XXII
Award Recipient
Al West
(CEO, SEI Investments)
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Tiburon CEO Summits Guest Speakers & General Session Guest Panelists
Based on feedback from attendees at prior Tiburon CEO Summits, Tiburon predominantly invites financial services industry CEOs and CEO-level industry observers to be the CEO Summit guest speakers; this fosters the collaborative environment sought. Guest speakers & general session guest panelists are asked to discuss both their views on industry developments and their businesses. Tiburon deliberately structures time for questions & answers with each guest speaker, again to foster the collaborative environment.
Past & upcoming Tiburon CEO Summit guest speakers & general session guest panelists have included:
- Mike Alfred (CEO, BrightScope)
- Rob Arnott (CEO, Research Affiliates)
- Keith Banks (President, US Trust)
- Judy Barber (CEO, Family Money Consultants)
- Tony Batman (CEO, 1st Global Capital Corporation)
- Jon Baum (CEO, The Dreyfus Corporation)
- Jud Bergman (CEO, Envestnet)
- Ed Bernard (Vice Chairman, T. Rowe Price Group)
- Walt Bettinger (President, The Charles Schwab Corporation)
- Jessica Bibliowicz (CEO, National Financial Partners)
- Chris Blunt (President, Insurance, New York Life)
- John Bogle (Founder, The Vanguard Group)
- Bruce Bond (CEO, Power Shares)
- David Booth (CEO, Dimensional Fund Advisors)
- Tom Bradley (President, Retail Distribution, TD Ameritrade)
- Charles Brandes (Chairman, Brandes Investment Partners)
- Dale Brown (CEO, Financial Services Institute)
- Mike Byrum (President, Rydex Investments)
- John Calamos (CEO, Calamos Asset Management)
- Bruce Cameron (CEO, Berkshire Capital Securities)
- Mitch Caplan (CEO, Jefferson National Financial)
- David Carroll (Senior Executive Vice President, Wells Fargo Corporation)
- Ron Carson (CEO, Carson Wealth Management Group)
- Mark Casady (CEO, LPL Financial)
- Abby Cohen (President, Global Markets Institute, Goldman Sachs Group)
- Kip Condron (CEO, Axa Financial)
- Ben Cukier (Partner, FTV Capital)
- Joe Deitch (CEO, Commonwealth Financial Network)
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- John DesPrez (CEO, John Hancock Financial Services)
- Stephanie DiMarco (CEO, Advent Software)
- Jeffrey Dunham (CEO, Dunham & Associates)
- Ric Edelman (CEO, Edelman Financial Services)
- Harold Evensky (President, Evensky & Katz)
- Ed Finn (President, Barron's)
- Ken Fisher (CEO, Fisher Investments)
- Steve Forbes (CEO, Forbes Media)
- Mike Fraizer (CEO, Genworth Financial)
- George Gatch (CEO, JP Morgan Funds Management)
- John Gunn (CEO, Dodge & Cox)
- John Hailer (CEO, North America & Asia, Natixis Global Asset Management)
- Ed Haldeman (CEO, Putnam Investments)
- Bill Hambrecht (CEO, WR Hambrecht & Company)
- Roger Ibbotson (Former CEO, Ibbotson Associates)
- Fred Jonske (CEO, M Financial Group)
- Deena Katz (Chairman, Evensky & Katz)
- Pete Kight (Former Vice Chairman, Fiserv & Managing Partner, Comvest Group)
- Steve Lockshin (CEO, Convergent Wealth Advisors)
- Jeff Maggioncalda (CEO, Financial Engines)
- Norm Malo (CEO, National Financial Services)
- Joe Mansueto (CEO, Morningstar)
- Jim McCool (Executive Vice President, The Charles Schwab Corporation)
- Joe Moglia (CEO, TD Ameritrade)
- John Murphy (CEO, Oppenheimer Funds)
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- Shirl Penney (CEO, Dynasty Financial Partners)
- Ron Peyton (CEO, Callan Associates)
- Don Phillips (President, Fund Research, Morningstar)
- Scott Powers (CEO, State Street Global Advisors)
- Bob Pozen (Chairman, MFS Investment Management)
- Bob Reynolds (CEO, Putnam Investments)
- Jim Riepe (Former Vice Chairman, T. Rowe Price Group)
- Andrew Rudd (CEO, Advisor Software)
- Ron Ryan (CEO, Ryan ALM)
- Michael Sapir (CEO, Pro Funds Group)
- Charles Schwab (Chairman, The Charles Schwab Corporation)
- Bill Sharpe (Professor Emeritus, Stanford University)
- Meir Statman (Professor, Santa Clara University)
- Jono Steinberg (CEO, Wisdom Tree Investments)
- Paul Steiger (CEO, Pro Publica)
- Michael Steinhardt (Managing Member, Steinhardt Management)
- Paul Stevens (CEO, Investment Company Institute)
- John Taft (CEO, RBC Wealth Management)
- Allen Thorpe (Managing Director, Hellman & Friedman)
- David Tittsworth (Executive Director, Investment Adviser Association)
- Fred Tomczyk (CEO, TD Ameritrade)
- Steve Wallman (CEO, Foliofn)
- Jim Weddle (Managing Partner,
- Elliot Weissbluth (CEO, High Tower)
- Edward Jones & Company)
- Al West (CEO, SEI Investments)
- Mark Yusko (CEO, Morgan Creek Capital Management)
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Tiburon CEO Summits Attendee Policy
Tiburon maintains a list of over 3,000 executive-level clients at over 300 companies who have engaged the firm, many of whom have actively participated in prior Tiburon CEO Summits. Attendance at each Tiburon CEO Summit is limited to 200 executives and 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 contact Tiburon's Managing Partner Chip Roame. If you are not yet a client and interested, please contact Sarah Sage.
Attendees at Tiburon CEO Summit XX in New York, NY listen intently to a guest speaker
Tiburon CEO Summits, more specifically, have two specific attendee policies:
- Seniority: Tiburon is making a conscious effort to limit attendance to C-level executives, executive vice presidents, & other business heads. Other managing directors and senior vice presidents (and all others) are not invited in order to keep the discussion focused on CEO-level issues and to try to manage the size of each CEO Summit to 200 client attendees.
- 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 and/or subscribe to the Tiburon Research Access Program
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.
Tiburon CEO Summits Media Policy
Tiburon defines a media policy for each Tiburon CEO Summit. Depending on client & speaker requests, sometimes select media representatives are permitted to participate in a media program at Tiburon's CEO Summits.
For Tiburon CEO Summit XXII, select media will be welcome to attend and participate in the following events:
- Tiburon CEO Summit XXII Keynote Opening Presentation
- Tiburon CEO Summit XXII Award Presentations
Tiburon will also assist journalists on site in securing individual attendees to make comments on or off camera.
A few media policies are necessary for maintaining the openness of the Tiburon CEO Summits:
- Media representatives seeking entrance should have previously worked with Tiburon's media relations manager leveraging Tiburon's core research
- Media representatives should be planning to utilize Tiburon CEO Summit learnings in story development, with attribution if appropriate
- Media representatives must respect that Tiburon CEO Summit attendees have the right to declare any statement as not for publication
- Media representatives shall not record, print, or otherwise use the last names and financial information of consumer panelists
Tiburon is happy to have media representatives attend its CEO Summits and spread the word about focusing on consumer needs, challenging conventional wisdom, & taking responsibility. But that said, frank and open conversations will be prioritized every time over media coverage.
Tiburon CEO Summit Sponsors
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, Envestnet, EverBank Financial, Fidelity Investments, Fiserv Investment Services, Genworth Financial Wealth Management, Jefferson National Financial, LPL Financial, My Vest, RBC Correspondent Services, SEI Investments, State Street Global Advisors, TD Ameritrade Institutional, Trust Fort, & Vestmark are offering financial support for Tiburon CEO Summit XXII, while media sponsors include American Banker, Bank Investment Consultant, Financial Advisor, Financial Planning, Money Management Executive, On Wall Street, Pensions & Investments, Private Wealth, Registered Rep, and Trusts & Estates. Tiburon is grateful for this assistance. To become a Tiburon CEO Summit sponsor or media sponsor, please click here or contact Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540.
Tiburon CEO Summit XXII Sponsors
Tiburon CEO Summit XXII Media Sponsors
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