Tiburon CEO Summits

Tiburon hosts its unique semi-annual Tiburon CEO Summits for its executive-level clients. Tiburon CEO Summit XXXVI will be held April 1-3, 2019 at The Wagner at the Battery Hotel (FKA The Ritz Carlton Hotel) in New York, NY; please click here to review the tentative meeting agenda and here to view the client attendee list for this upcoming Tiburon CEO Summit.

Tiburon CEO Summit XXXV was held October 8-10, 2018, at the Ritz Carlton Hotel in San Francisco, CA; please click here to read about this hugely successful Tiburon CEO Summit and the preceding Tiburon 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, insurance, brokerage, & investment 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 fireside chats, Tiburon Talks (akin to TED Talks), panel discussions, & roundtable sessions. Fireside chats are wide ranging conversations between current and prior Tiburon CEO Summit award recipients and Tiburon Managing Partner Chip Roame. Tiburon Talks often address public policy issues & corporate governance issues. Panel discussions are structured to solicit alternative views from four CEOs each and/or from various industry players, including consumers, financial advisors, gatekeepers, stock analysts, venture capitalists, investment bankers, private equity investors, journalists, & others. Roundtable sessions allow for more in-depth discussions on timely topics as chosen by attendees.

The Tiburon CEO Summits have become a hot ticket for industry executives. There is no cost to attend beyond one's travel & lodging expenses. Attendance is by invitation only; all attendees are ongoing Tiburon clients.


Tiburon CEO Summit XXXVI

Tiburon CEO Summit XXXVI will be held April 1-3, 2019, at The Wagner at the Battery Hotel (FKA The Ritz Carlton Hotel) in New York, NY. Tiburon CEO Summit XXXVI will officially start at 7:45am on Tuesday, April 2, 2019, include a group dinner that night, and finish at 2:00pm on Wednesday, April 3, 2019. Senior industry executives will take two days out of their busy schedules to participate. There will be over twenty sessions. Along with Tiburon's Managing Partner Chip Roame, Tiburon CEO Summit XXXVI will include speakers Walt Bettinger (CEO, The Charles Schwab Corporation); Karen Barr (CEO, Investment Adviser Association (IAA)); Dave Barton (Vice Chairman, Mercer Advisors); Adam Birenbaum (CEO, Buckingham Family of Financial Services); Tom Bradley (CEO, Tom Bradley Advisors); Ron Carson (CEO, Carson Wealth Management Group); Gayle Crowell (Senior Advisor, Warburg Pincus); Scott Curtis (President, Raymond James Financial Services); Nate Dalton (CEO, Affiliated Managers Group (AMG)); Bruno del Ama (Former CEO, Global X); Jim Dowd (President, North Capital); Harold Evensky (Chairman, Evensky & Katz/Foldes Financial Management); Kim Fleming (CEO, Hefren-Tillotson); Craig Gordon (Chief of Strategic Development, RBC Correspondent & Advisor Services); Scott Hanson (Co-CEO, Hanson McClain Group); Lori Hardwick (President, Advisor Innovation Labs); Salene Hitchcock-Gear (President, Prudential Individual Life Insurance); Tim Hockey (CEO, TD Ameritrade); Hunter Horsley (CEO, Bitwise Asset Management); Kevin Mahn (President, Hennion & Walsh Asset Management); Bridget McNamara-Fenesy (CEO, M Holdings Securities); Jan Molino (CEO, Aspire Ascend); Jim Nagengast (CEO, Securities America); Sandra Nesbit (Managing Partner, GFS Private Wealth Advisors); Karl Roessner (CEO, E*Trade Financial Corporation); Knut Rostad (President, The Institute for the Fiduciary Standard); Skip Schweiss (President, TD Ameritrade Trust Company); Clara Shih (CEO, Hearsay Systems); Ram Subramaniam (President, Fidelity Brokerage Services); Elliot Weissbluth (CEO, HighTower); Craig Wietz (President, First Rate); Ed Yardeni (President, Yardeni Research); Al Zdenek (Execuitve Vice President, Mercer Advisors); & others. Tiburon CEO Summit XXXVI will also feature the firm's traditional client-centric panel discussions and two networking-based social events.

Tiburon CEO Summit XXXV: October 8-10, 2018

Tiburon CEO Summit XXXV was held October 8-10, 2018, at the Ritz Carlton Hotel in San Francisco, CA. Tiburon CEO Summit XXXV officially started at 7:45am on Tuesday, October 9, 2018, included a group dinner that night, and finished at 2:00pm on Wednesday, October 10, 2018. Senior industry executives took two days out of their busy schedules to participate. There were over twenty sessions. Along with Tiburon's Managing Partner Chip Roame, Tiburon CEO Summit XXXV included speakers Mike Alfred (CEO, Digital Assets Data); David Benskin (CEO, Wealth Access); Dale Brown (CEO, Financial Services Institute (FSI)); Bruce Cameron (Co-CEO, Berkshire Global Advisors); Dean Cook (CEO, FTJ FundChoice); Joe Deitch (Chairman, Commonwealth Financial Network); Adam Durrett (Managing Director, Hellman & Friedman); Tash Elwyn (CEO, Raymond James & Associates); Dave Garff (President, Accuvest Global Advisors); Craig Gordon (Chief of Strategic Development, RBC Correspondent & Advisor Services); Barnaby Grist (Executive Chairman, RIA in a Box); Jason Grumet (CEO, Bipartisian Policy Center); Raphael Haas (CEO, Melting Point Solutions); Brian Hamburger (CEO, MarketCounsel); Scott Hanson (Co-CEO, Hanson McClain Group); Jim Hays (President, Wealth Brokerage Services, Wells Fargo Corporation); Bob Herrmann (CEO, Discovery Data); Phil Hildebrandt (CEO, Segall, Bryant, & Hamill); Heather Holmes (CEO, Genivity); Steve Janachowski (CEO, Brouwer & Janachowski); Aaron Klein (CEO, Riskalyze); David Knoch (President, 1st Global Capital Corporation); Tim Kochis (Former CEO, Aspiriant); Steve Lockshin (CEO, Advice Period); Stephanie Luedke (Global Head, Citi Investment Management); Neal Maglaque (President, Business Development, Advice & Wealth Management, Ameriprise Financial); Pat McClain (Co-CEO, Hanson McClain Group); Kathryn Morrison (CEO, Sun Star Strategic); Rob Nail (CEO, Singularity University); Vinay Nair (Chairman, 55ip); Liz Nesvold (Managing Partner, Silver Lane Advisors); Nathana O'Brien-Sharma (Faculty, Singularity University); Will Quist (Partner, Slow Ventures); Kevin Rafferty (CEO, Financeware); Larry Raffone (CEO, Financial Engines Edelman); John Rome (Co-Founder, Intensity Analytics Corporation); Rich Rosenbaum (Partner, Aquiline Capital Partners); Jim Rowe (Managing Partner, Entoro Capital Management); Brendan Ryan (Co-Business Head, Technology & Services Investment Banking, Raymond James Financial); Tony Salewski (Managing Director, Genstar Capital); Ken Schapiro (CEO, BackEnd Benchmarking); Skip Schweiss (President, TD Ameritrade Trust Company); Dan Seivert (CEO, Echelon Partners); Jay Shah (CEO, Personal Capital Corporation); Tim Shannon (President, CAIS Group); Raghav Sharma (CEO, GuideVine); Meir Statman (Professor, Finance, Leavey School of Business, Santa Clara University); Jeff Stein (Managing Director, Warburg Pincus); Laura Varas (CEO, Hearts & Wallets); Hardeep Walia (CEO, Motif Investing); Cathy Weatherford (CEO, Insured Retirement Institute (IRI)); Craig Wietz (President, First Rate); & others. Tiburon CEO Summit XXXV also featured the firm's traditional client-centric panel discussions and two networking-based social events.

Tiburon CEO Summit XXXV: Videos

Tiburon CEO Summit XXXV videos are short snipets by attendees regarding their experiences in attending the Tiburon CEO Summits.

Tiburon CEO Summit XXXV videos will be posted soon. In the meantime, below you will find videos from the Tiburon CEO Summit XXXIV, held in New York, NY, April 9-11, 2018.

Tiburon CEO Summit XXXV: Photographs

Tiburon CEO Summit XXXV pictures are available to all attendees and journalists.

Click here to view all photographs.

Future Tiburon CEO Summits

Other upcoming Tiburon CEO Summit dates include:

  • Tiburon CEO Summit XXXVII: October 7-9, 2019 in San Francisco, CA
    • Speakers confirmed:
      • Ken Dychtwald (CEO, Age Wave)
      • Ken Fisher (CEO, Fisher Investments)
      • Neil Hennessy (Chairman, Hennessy Advisors)
      • Fielding Miller (CEO, Cap Trust Financial Advisors)
  • Tiburon CEO Summit XXXVIII: April 6-8, 2020 in New York, NY
  • Tiburon CEO Summit XXXIX: October 12-14, 2020 in San Francisco, CA

Tiburon CEO Summits Award Recipients

Tiburon's CEO Summits have come to support three central themes and Tiburon created its Tiburon CEO Summit Awards in 2009 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 Tiburon 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 Tiburon 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 executives 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 Tiburon 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

Past & upcoming Tiburon CEO Summit award recipients have included:

 

  • Rob Arnott (CEO, Research Affiliates)
  • Walt Bettinger (CEO, The Charles Schwab Corporation)
  • John Bogle (Founder, The Vanguard Group)
  • David Booth (Co-CEO, Dimensional Fund Advisors)
  • Mark Casady (CEO, LPL Financial Holdings)
  • Ken Fisher (CEO, Fisher Investments)
  • Bill Hambrecht (CEO, WR Hambrecht & Company)
  • Ned Johnson (CEO, Fidelity Investments)
  • Joe Mansueto (Executive Chairman, Morningstar)

 

  • Harry Markowitz (President, Harry Markowitz Associates & Nobel Prize Winner in Economics)
  • Bill McNabb (Chairman, The Vanguard Group)
  • Don Phillips (President, Fund Research, Morningstar)
  • Bob Reynolds (CEO, Putnam Investments)
  • Charles Schwab (Chairman, The Charles Schwab Corporation)
  • Bill Sharpe (Professor Emeritus, Stanford University & Nobel Prize Winner in Economics)
  • Al West (CEO, SEI Investments)

 

 

 

 

 

 

 

 

 

Tiburon CEO Summit XXI
Award Recipient
Rob Arnott
(CEO, Research Affiliates)

 

Tiburon CEO Summit XXIII
Award Recipient
Walt Bettinger
(CEO, The Charles Schwab Corporation)

 

 

 

Tiburon CEO Summit XX
Award Recipient
John Bogle
(Founder, The Vanguard Group)

 

Tiburon CEO Summit XXII
Award Recipient

David Booth
(Co-CEO, Dimensional Fund Advisors)

 

Tiburon CEO Summit XX
Award Recipient

Mark Casady
(CEO, LPL Financial Holdings)

 

Tiburon CEO Summit XVII
Award Recipient
Ken Fisher 
(CEO, Fisher Investments)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Tiburon CEO Summit XXI
Award Recipient
Bill Hambrecht 
(CEO, WR Hambrecht & Company)

 

Tiburon CEO Summit XXIV
Award Recipient
Ned Johnson
(CEO, Fidelity Investments)

 

 

Tiburon CEO Summit XIX
Award Recipient
Joe Mansueto 
(Executive Chairman, Morningstar)

 

Tiburon CEO Summit XXIII
Award Recipient
Harry Markowitz 
(President, Harry Markowitz Associates & Nobel Prize Winner in Economics)

 

Tiburon CEO Summit XXXIV
Award Recipient
Bill McNabb
(Chairman, The Vanguard Group)

 

Tiburon CEO Summit XIX
Award Recipient
Don Phillips
(President, Fund Research, Morningstar)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Tiburon CEO Summit XXII
Award Recipient

Bob Reynolds
(CEO, Putnam Investments)

 

 

 

 

Tiburon CEO Summit XVII
Award Recipient
Charles Schwab (Chairman, The Charles Schwab Corporation)

 

 

Tiburon CEO Summit XXI
Award Recipient
Bill Sharpe
(Professor Emeritus, Stanford University & Nobel Prize Winner in Economics)

 

 

Tiburon CEO Summit XXII
Award Recipient
Al West
(CEO, SEI Investments)

 

Tiburon CEO Summit
Award Recipient
Coming Soon

 

Tiburon CEO Summit
Award Recipient
Coming Soon