Meeting Agenda

Tiburon CEO Summit XV will officially start at 7:45am on Tuesday, October 14, 2008, include a group dinner that night in Tiburon, and finish at 5:00pm on Wednesday, October 15, 2008.

More casually, the CEO Summit will begin with a cocktail reception the prior evening, Monday, October 13, 2008, at 6:00pm, at the Ritz Carlton Hotel in San Francisco, CA.

Agenda Details

The planned agenda is as follows:

Monday, October 13, 2008

6:00pm-9:00pm: Cocktail Reception

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

Tuesday, October 14, 2008

Tiburon's Managing Principal Chip Roame will kick-off Tiburon CEO Summit XV

Guest Speaker Joe Mansueto (CEO, Morningstar)
7:00am-7:45am: Continental Breakfast
  • Attendees should feel free to bring breakfast foods to the opening session

7:45am-8:00am: General Session Presentation

  • Welcome & CEO Summit Logistics
  • Presented by Dennis Clark (CEO, Advisor Partners)

8:00am-9:15am: General Session Opening Keynote Presentation

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

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

  • Presented by Joe Mansueto (CEO, Morningstar)
  • Introduction by Chip Roame (Managing Principal, Tiburon Strategic Advisors)

10:15am-10:45am: Morning Refreshments & Cell Phone Break

10:45am-12:30pm: General Session Guest Presentations

  • Presented by Keith Banks (President, Global Wealth & Investment Management, Bank of America Corporation)
  • Presented by Joel Marks (Vice Chairman, Advanced Equities Financial Corporation)
  • Introduction by Chip Roame (Managing Principal, Tiburon Strategic Advisors)

    Guest Speaker Keith Banks (President, Global Wealth & Investment Management, Bank of America Corporation)

    Guest Speaker Joel Marks (Vice Chairman, Advanced Equities Corporation)

    Guest speaker Bill Hambrecht (CEO, WR Hambrecht & Company)

    Guest speaker Don Putnam (Managing Partner, Grail Partners)

12:30pm-1:30pm: Group Picture & Hot Buffet Lunch

  • Group picture to be taken as efficiently as possible
  • Lunch served at hotel
  • Attendees should feel free to bring lunch to the afternoon break-out sessions

1:30pm-3:15pm: General Session Guest Presentations

  • Presented by Bill Hambrecht (CEO, WR Hambrecht & Company)
  • Presented by Don Putnam (Managing Partner, Grail Partners)
  • Introduced by Chip Roame (Managing Principal, Tiburon Strategic Advisors)

3:15pm-3:45pm: Follow-On Discussion & Cell Phone Break

3:45pm-4:45pm: Break-Out Session (three sessions include the most popular sessions selected by attendees)

  • Retirement Income & the Impact of the Recent Credit Crisis (Facilitated by Tim Armour)
  • Separately Managed Accounts & Other Fee-Account Programs (Facilitated by Kevin Malone and featuring Mike Gianoni)
  • Performance Fees: Gimmick or Best Practice? (Facilitated by Tom Lydon and featuring Jeffrey Dunham)
  • RIAs: Is the Market Really Growing in Numbers?  Where are they Coming from & Where are they Going? (Facilitated Dennis Clark)
  • Independent Broker/Dealers: The Future Dominant Market (Led by Tiburon Research Manager Oliver Chang)
  • Mergers & Acquisitions: Lessons from the Front-Line (Facilitated by Scott MacKillop and featuring Ron Cordes)

4:45pm-5:30pm: Free Time

5:30pm-6:00pm Transportation to restaurant

6:00pm-10:00pm: Tiburon CEO Summit Dinner in Tiburon at Servino's

Wednesday, October 15, 2008

7:00am-7:45am: Continental Breakfast

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

7:45am-8:00am: General Session Presentation

  • Day #1 Recap & Day #2 Kick-Off
  • Presented by Skip Schweiss (TD Ameritrade)

8:00am-9:00am: General Session Presentation

  • Tiburon Strategic Advisors Q&A with Chip Roame (Managing Principal, Tiburon Strategic Advisors)

9:00am-10:00am: General Session Guest Presentations

Guest Speaker Norm Malo (CEO, National Financial Corporation)

Guest Speaker Michael Sapir (CEO, ProFund Advisors)

Guest Speaker Bruce Bond (Power Shares)
  • Presented by Norm Malo (CEO, National Financial Services Corporation)
  • Introduction by Chip Roame (Managing Principal, Tiburon Strategic Advisors)

10:00am-10:30am: Cell Phone Break

10:30am-12:30pm: General Session Guest Presentations

  • Presented by Michael Sapir (CEO, Pro Fund Advisors)
  • Presented by Bruce Bond (CEO, Power Shares)
  • Introduction by Chip Roame (Managing Principal, Tiburon Strategic Advisors)

12:30pm-1:30pm Lunch Break

1:30am-2:15am: General Session Panel Discussion

  • Ask the Consumers Panel
  • Facilitated by Dennis Clark (CEO, Advisor Partners)
  • Consumer Panelists: (to be announced soon)

2:15am-3:00pm: General Session Panel Discussion

  • Ask the Advisors Panel
  • Facilitated by Skip Schweiss (Chief Operating Officer, TD Ameritrade Trust Company)
  • Financial Advisor Panelists: (to be announced soon)

3:00pm-3:45pm: General Session Panel Discussion

  • Ask the Manufacturers Panel
  • Facilitated by Tim Armour (Former Managing Director, Sales & Marketing, Morningstar)
  • Manufacturing Company Panelists: (to be announced soon)

3:45pm-4:00pm: General Session Presentation

  • Wrap-Up & Closing Summary
  • Presented & Facilitated by Skip Schweiss (TD Ameritrade)

4:00pm-4:15pm: Cell Phone Break

4:15pm-5:15pm: Break-Out Session (three sessions include the most popular sessions selected by attendees)

  • Retirement Income & the Impact of the Recent Credit Crisis (Facilitated by Tim Armour)
  • Separately Managed Accounts & Other Fee-Account Programs (Facilitated by Kevin Malone and featuring Mike Gianoni)
  • Performance Fees: Gimmick or Best Practice? (Facilitated by Tom Lydon and featuring Jeffrey Dunham)
  • RIAs: Is the Market Really Growing in Numbers?  Where are they Coming from & Where are they Going? (Facilitated Dennis Clark)
  • Independent Broker/Dealers: The Future Dominant Market (Led by Tiburon Research Manager Oliver Chang)
  • Mergers & Acquisitions: Lessons from the Front-Line (Facilitated by Scott MacKillop and featuring Ron Cordes)

6:00pm-10:00pm: Tiburon Employee, Committee Member, & Guest Casual Closing Group Dinner

Tudor Jones and Tom Lydon are responsible for all logistics, photography, & media relations; feel free to contact them on site with any questions.