Meeting Agenda

Tiburon CEO Summit XVIII will officially start at 7:45am on Wednesday, April 14, 2010 at the Ritz Carlton Hotel in Battery Park City in New York, include a group dinner that night at Delmonico's and finish at 1:30pm on Thursday, April 15, 2010.

More casually, Tiburon CEO Summit XVIII will begin with a cocktail reception the prior evening Tuesday April 13, 2010 at 6:00pm at the Ritz Carlton Hotel.
Tiburon's Managing Principal Chip Roame
will kick-off Tiburon CEO Summit XVIII
Guest Speaker
Steve Forbes
(CEO, Forbes Media)
Guest Speaker
Fred Tomczyk
(CEO, TD Ameritrade)
Guest Speaker
Abby Cohen
(President, Global Markets Institute, Goldman Sachs Group)
Guest Speaker
Jim McCool
(Executive Vice President, The Charles Schwab Corporation)
Guest Speaker
Jonathan Steinberg
(CEO, Wisdom Tree Investments)
Guest Speakerr
Ed Bernard
(Vice Chairman, T. Rowe Price Group)
Guest Speaker
David Tittsworth
(Executive Director, Investment Adviser Association)
Agenda Details

The planned agenda is as follows:

Tuesday, April 13, 2010

6:00pm-9:00pm: Cocktail Reception

  • Tiburon will host a casual cocktail reception at the Ritz Carlton Hotel

Wednesday, April 14, 2010

7:00am-7:45am: Continental Breakfast
  • Attendees should feel free to bring breakfast foods to the opening session

7:45am-9:00am: General Session Presentation

  • Tiburon CEO Summit XVIII Welcome & State of the Financial Services Industry
  • Facilitated by Chip Roame
    (Managing Principal, Tiburon Strategic Advisors)

9:00am-9:15am: Cell Phone Break

9:15am-10:15am: General Session Guest Presentation 

  • Presented by Steve Forbes
    (CEO, Forbes Media)
  • Introduction by Chip Roame
    (Managing Principal, Tiburon Strategic Advisors)

10:15am-10:30am: Refreshments & Cell Phone Break

10:30am-11:30am: General Session Guest Presentation

  • Presented by Fred Tomczyk
    (CEO, TD Ameritrade)
  • Introduction by Chip Roame
    (Managing Principal, Tiburon Strategic Advisors)

11:30am-11:45am: Cell Phone Break

11:45am-12:45pm: General Session Guest Presentation

  • Presented by Abby Cohen
    (President, Global Markets Institute, Goldman Sachs Group)
  • Introduction by Chip Roame
    (Managing Principal, Tiburon Strategic Advisors)

12:45pm-2:00pm: Group Picture, Lunch, & Break-Out Sessions

  • Group picture to be taken as efficiently as possible
  • Five break-out session choices: to be announced
    • Break-Out Session #1: to be determined
    • Break-Out Session #2: to be determined
    • Break-Out Session #3: to be determined
    • Break-Out Session #4: to be determined
    • Break-Out Session #5: to be determined
  • Please take lunch to your choice of break-out sessions

2:00pm-3:00pm: General Session Guest Presentation

  • Presented by Jim McCool
    (Executive Vice President, The Charles Schwab Corporation)
  • Introduction by Chip Roame
    (Managing Principal, Tiburon Strategic Advisors)

3:00pm-3:15pm: Cell Phone Break

3:15pm-4:15pm: General Session Guest Presentation

  • Presented by Jonathan Steinberg
    (CEO, Wisdom Tree Investments)
  • Introduction by Chip Roame
    (Managing Principal, Tiburon Strategic Advisors)

4:15pm-4:30pm: Refreshments & Cell Phone Break

4:30pm-5:15pm: General Session Panel Discussion

  • Ask the Stock Analysts
  • Facilitated by: to be announced
  • Stock Analysts: to be announced

5:15pm-6:15pm: Free Time & Group Walk to Dinner

  • Group Walk Option: Attendees can decide to meet in the lobby of the Ritz Carlton Hotel at 6:00pm to depart at 6:05pm, walking four short blocks to the restaurant to arrive for the cocktail hour at 6:15pm

6:15pm-9:45pm: Tiburon CEO Summit XVIII Group Dinner at Delmonico's Restaurant

  • Delmonico's Restaurant is located at 56 Beaver Street, New York, NY 10004 (212-509-1144)
  • 6:15pm-7:15pm: Cocktail Hour
  • 7:15pm-9:45pm: Dinner

Thursday, April 15, 2010

7:00am-7:45am: Continental Breakfast

  • Attendees should feel free to bring breakfast foods to the opening session

7:45am-8:30am: General Session Presentation

  • Tiburon Services Overview
  • Day One Recap & Day Two Kick-Off
  • Tiburon Q&A with Chip Roame
  • Facilitated by Chip Roame
    (Managing Principal, Tiburon Strategic Advisors)

8:30am-9:30am: General Session Guest Presentation

  • Presented by Ed Bernard
    (Vice Chairman, T. Rowe Price Group)
  • Introduction by Chip Roame
    (Managing Principal, Tiburon Strategic Advisors)

9:30am-9:45am: Refreshments & Cell Phone Break

9:45am-10:45am: General Session Guest Presentation

  • Presented by David Tittsworth
    (Executive Director, Investment Adviser Association)
  • Introduction by Chip Roame
    (Managing Principal, Tiburon Strategic Advisors)

10:45am-11:00am: Formal Tiburon CEO Summit Closing

  • Facilitated by Chip Roame
    (Managing Principal, Tiburon Strategic Advisors)

11:00am-11:15am: Refreshments & Cell Phone Break

11:15am-12:15pm: Epilogue I: General Session Panel Discussion

  • Ask the Reporters
  • Facilitated by: to be announced
  • Reporter panelists: to be announced
  • Media representatives invited to join session

12:15pm-12:30pm: Box Lunches & Cell Phone Break

12:30pm-1:30pm: Epilogue II: Box Lunches & General Session Panel Discussion

  • Ask the Consumers
  • Box lunches are intended to be brought back into the closing panel discussion
  • Facilitated by: to be announced
  • Consumer Panelists: to be announced
  • Media representatives invited to join session

Tudor Jones is responsible for all logistics, photography, & media relations; feel free to contact him with any questions at 415-789-2557 or TJones@TiburonAdvisors.Com