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Tiburon
CEO Summits
Tiburon hosts unique semi-annual CEO Summits for its
executive-level clients. Tiburon CEO Summit XXV will be held October 8-9, 2013, at the Ritz Carlton Hotel in
San Francisco, CA; please
click here
to review the tentative meeting agenda and client attendee list for this
upcoming Tiburon CEO Summit.
Tiburon CEO Summit XXIV was held this past April 9-10, 2013, at the Ritz Carlton Hotel in
New York, NY; 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, 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, stock analysts, venture capitalists, investment bankers, private equity investors, journalists, & 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 XXV: October 8-9, 2013
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Tiburon CEO Summit XXV will be held October 8-9, 2013, at
the Ritz Carlton Hotel in
San Francisco, CA.
Tiburon CEO Summit
XXV will officially start at 7:45am on Tuesday, October 8, 2013, include
a group dinner that night and finish at 12:30pm on Wednesday, October 9, 2013. 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 Principal Matt Lynch, Tiburon CEO Summit XXV will include the eighth annual Tiburon CEO Summit Award presentation. Tiburon CEO Summit XXV
will also include an economy & markets presentation, and speakers & panelists, including Mike Alfred (CEO, BrightScope), Ron Carson (CEO, Carson Wealth Management Group), Joe Duran (CEO, United Capital Financial Partners), Mike Durbin (President, Fidelity Institutional Wealth Services), Dan Goldie (CEO, Dan Goldie Financial Services), Pete Hess (CEO, Advent Software), Mark Hurley (CEO, Fiduciary Network), Steve Janachowski (CEO, Brouwer & Janachowski), Jeff Maggioncalda (CEO, Financial Engines), Robert Moore (President, LPL Financial), John Rafal (CEO, Essex Financial Services), Hardeep Walia (CEO, Motif Investing), Elliot Weissbluth (CEO, HighTower), & Chuck Widger (Chairman, Brinker Capital). Tiburon CEO Summit XXV will also feature the
firm's traditional client-centric panel discussions, five less formal
break-out sessions, & two networking-based social events.
Other upcoming Tiburon CEO Summit dates include:
- Tiburon CEO Summit XXVI: April 8-9, 2014 in New York, NY
- Tiburon CEO Summit XXVII: October 7-8, 2014 in San Francisco, CA
- Tiburon CEO Summit
XXVIII: April 7-8, 2015 in New York, NY
- Tiburon CEO Summit XXIX: October 6-7, 2015 in San Francisco, CA
Prior Tiburon CEO Summits
Tiburon CEO Summit XXIV was held April 9-10, 2013, at
the Ritz Carlton Hotel in
New York, NY.
Tiburon CEO Summit
XXIV officially started at 7:45am on Tuesday, April 9, 2013, included
a group dinner that night and finished at 1:00pm on Wednesday, April 10, 2013. 236 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 Principal Matt Lynch, Tiburon CEO Summit XXIV included an economy & markets presentation by Rich Bernstein (CEO, Richard Bernstein Advisors), an economy & markets presentation by Bob Doll (Chief Equity Strategist, Nuveen Investments), and speakers & panelists, including Jud Bergman (CEO, Envestnet), Tom Bradley (President, Retail Distribution, TD Ameritrade), Dale Brown (CEO, Financial Services Institute), Valerie Brown (CEO, Cetera Financial Group), David Bugen (Founding Principal, RegentAtlantic Capital), Ric Edelman (CEO, The Edelman Financial Group), Harold Evensky (President, Evensky & Katz), George Gatch (CEO, Global Funds Management, JP Morgan Asset Management), Bill Harris (CEO, Personal Capital Corporation), Paul Hatch (Vice Chairman, Morgan Stanley Wealth Management), Chet Helck (CEO, Global Private Client Group, Raymond James Financial), Jim Jessee (President, MFS Fund Distributors), Jonathan Korngold (Managing Director, Portfolio Management, General Atlantic Partners), Sallie Krawcheck (Former President, Global Wealth & Investment Management, Bank of America Corporation), Steve Lockshin (Chairman, Convergent Wealth Advisors & Co-Founder, Advizent), Don Phillips (President, Fund Research, Morningstar), Scott Powers (CEO, State Street Global Advisors), Larry Roth (CEO, Advisor Group, American International Group (AIG)), Esther Stearns (CEO, NestWise, LPL Investment Holdings), Mark Tibergien (CEO, Pershing Advisor Solutions), David Tittsworth (Executive Director, Investment Adviser Association), & Fred Tomczyk (CEO, TD Ameritrade). Tiburon CEO Summit XXIV also featured the firm's traditional client-centric panel discussions, five less formal break-out sessions, & two networking-based social events. 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:
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 Tiburon 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 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 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 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
Tiburon initiated its Tiburon 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)
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Walt Bettinger (CEO, The Charles Schwab Corporation)
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John Bogle (Founder, The
Vanguard Group)
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David Booth (CEO,
Dimensional Fund Advisors)
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Mark Casady (CEO,
LPL Financial)
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Ken Fisher (CEO, Fisher
Investments)
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Bill Hambrecht (CEO, WR Hambrecht & Company)
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Ned Johnson (CEO, Fidelity Investments)
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Joe Mansueto (CEO,
Morningstar)
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Harry Markowitz (President, Harry Markowitz Associates & Nobel Prize Winner in Economics)
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Don Phillips (President,
Fund Research, Morningstar)
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Bob Reynolds (CEO, Putnam
Investments)
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Charles Schwab
(Chairman, The Charles Schwab Corporation)
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Bill Sharpe (Professor
Emeritus, Stanford University & Nobel Prize Winner in Economics)
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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 XXIII
Award Recipient
Walt Bettinger
(CEO, The Charles Schwab Corporation)
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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
(Co-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 XXIV
Award Recipient
Ned Johnson
(CEO, Fidelity Investments)
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CEO Summit XIX
Award Recipient
Joe Mansueto
(CEO, Morningstar) |
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CEO Summit XXIII
Award Recipient
Harry Markowitz
(President, Harry Markowitz Associates & Nobel Prize Winner in Economics) |
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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
& Nobel Prize Winner in Economics)
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CEO Summit XXII
Award Recipient
Al West
(CEO, SEI Investments) |
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CEO Summit
Award Recipient
Coming Soon |
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CEO Summit
Award Recipient
Coming Soon |
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CEO Summit
Award Recipient
Coming Soon |
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Tiburon CEO Summits
Attendee Policy
Tiburon maintains a list of over 3,000 executive-level
clients at over 400 companies who have engaged the firm, many of whom have
actively participated in prior Tiburon CEO Summits. Attendance at each
Tiburon CEO Summit 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, partners, & 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
- Clients: Tiburon defines its corporate clients as all firms that sponsor the Tiburon CEO Summits, subscribe to the Tiburon Research Access Program, and/or purchase at least a single day of consulting
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 award recipient & guest speaker requests, sometimes select
media representatives are permitted to participate in a media program at
Tiburon's CEO Summits.
For Tiburon CEO Summit XXV, select media will be
welcome to set up in a planned media room and secure individual attendees to make comments on or off camera. They will also be welcome to attend four presentations:
- Economy & Markets Presentation
- Tiburon CEO Summit
XXV Keynote Presentation (Chip Roame)
- Tiburon General Session Presentation (Matt Lynch)
- Ask the Consumers
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
Tiburon 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 the Tiburon CEO Summits, Tiburon now holds the Tiburon CEO Summits at the Ritz Carlton
Hotels in New York, NY & San Francisco, CA. Several long-time Tiburon clients, including Advent Software, Advisor Software, Alston &
Bird, BNY Mellon, BrightScope, Brinker Capital, Charles Schwab, Citi, Discovery Data, Docupace Technologies, Envestnet, EverBank Financial, Fidelity Investments, FolioDynamix, Folio Institutional, Genworth Wealth Management, Jefferson
National Financial, Larkin Point Investment Advisors, LPL Financial, McGladrey, My Vest, Orion Advisor Services, RBC Correspondent Services,
Scottrade, SEI Investments, SIM Partners, State Street Global Advisors, TD Ameritrade Institutional, Trust Company of America, & Vestmark are offering financial support for Tiburon CEO
Summit XXV, while media sponsors include Advisor Perspectives, American Banker, Bank Investment
Consultant, Financial Advisor, Financial Planning, Insurance Newscast, Money Management
Executive, On Wall Street, Pensions & Investments, Private Wealth,
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 XXV
Sponsors
Tiburon CEO Summit XXV Media Sponsors
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