Tiburon CEO Summits
Tiburon hosts unique semi-annual CEO Summits for its executive-level clients. Tiburon CEO Summit XXIX will be held October 13-14, 2015, 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 XXVIII was held this past April 7-8, 2015, 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 XXIX: October 13-14, 2015
Tiburon CEO Summit XXIX will be held
October 13-14, 2015, at the Ritz Carlton Hotel in San Francisco, CA.
Other upcoming Tiburon CEO Summit dates include:
Confirmed speakers for Tiburon CEO Summit XXX include: Rob Arnott (Chairman, Research Affiliates)
Prior Tiburon CEO Summits
Tiburon CEO Summit XXVIII was held April 7-8, 2015, at the Ritz Carlton Hotel (Battery Park) in New York, NY. Tiburon CEO Summit XXVIII officially started at 7:45am on Tuesday, April 7, 2015, include a group dinner that night and finished at 12:00pm on Wednesday, April 8, 2015. 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 XXVIII included speakers Mark Casady (CEO, LPL Financial Holdings & Tiburon CEO Summit Award Winner), Don Phillips (Managing Director, Morningstar & Tiburon CEO Summit Award Winner), Mike Alfred (CEO, BrightScope), Anil Arora (CEO, Yodlee), Jud Bergman (CEO, Envestnet), Marty Bicknell (CEO, Mariner Holdings), Brad Bernstein (Partner, FTV Capital), Tom Bradley (President, Retail Distribution, TD Ameritrade), Roy Burns (Managing Director, TA Associates), Bob Caruso (Chairman, Impact Republic), Todd Clarke (CEO, CLS Investments), Gil Crawford (CEO, MicroVest Capital Management), Tim Draper (Founding Partner, Draper, Fisher, & Jurvetson), Ric Edelman (CEO, Edelman Financial Services), Tad Edwards (CEO, Benjamin Edwards & Company), Bob Glovsky (Vice Chairman, The Colony Group), Alexandra Lebenthal (CEO, Lebenthal Holdings), Jim Lockhart (Vice Chairman, WL Ross & Company), Steve Lockshin (Founder, Convergent Wealth Advisors), Erica McGinnis (CEO, AIG Advisor Group), Joe Mrak (CEO, FolioDynamix), John Patterson (CEO, NextCapital), Lowell Putnam (CEO, Quovo), Andrew Rudd (CEO, Advisor Software), Scott Ryles (Chief Operating Officer, Kleiner, Perkins, Caufield, & Byers and Managing Partner, Echelon Capital Strategies), Mike Sha (CEO, SigFig), Jay Sidhu (CEO, Customers Bancorp), Jon Stein (CEO, Betterment), John Streur (CEO, Calvert Investments), John Taft (CEO, RBC Wealth Management US), Frank Trotter (Chairman, EverBank Global Markets), Edmond Walters (CEO, eMoney Advisor), Mike Weil (CEO, RCS Capital Corporation), & John Wotowicz (CEO, inStream Solutions). Tiburon CEO Summit XXVIII also featured the firm's traditional client-centric panel discussions and two networking-based social events. Click here to read about all prior Tiburon CEO Summits.
CEO Summit Videos
CEO Summit Binders
Tiburon CEO Summit
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:
Tiburon initiated its Tiburon CEO Summit Awards in 2009 to further support the above mentioned themes. Past & upcoming award winners have included:
Tiburon maintains a list of over 3,200 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.
Tiburon CEO Summit XX in
Tiburon CEO Summits, more specifically, have two specific attendee policies:
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 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, AssetMark, Bachrach & Associates, BrightScope, Brinker Capital, Charles Schwab, Discovery Data, Docupace Technologies, DST Systems, Envestnet, EverBank Financial, Fidelity Investments, First Rate, fi360, FolioDynamix, FTV Capital, inStream Solutions, LPL Financial, MyVest Corporation, Orion Advisor Services, PIMCO, RBC Correspondent Services, Riskalyze, Scottrade, TA Associates, TD Ameritrade Institutional, Trust Company of America, Vestmark, Waddell & Reed Financial, & Yodlee are offering financial support for Tiburon CEO Summit XXIX, while media sponsors include Advisor Perspectives, American Banker, Bank Investment Consultant, Financial Advisor, Financial Planning, Insurance Newscast, Money Management Executive, On Wall Street, 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 XXIX Sponsors