Upcoming CEO Summit: Tiburon CEO Summit XXIX

Tiburon CEO Summit XXIX will officially start at 7:45am on Tuesday, October 13, 2015, at the Ritz Carlton Hotel in San Francisco, CA, include a group dinner that night, and finish at 11:30am on Wednesday, October 14, 2015.

More casually, Tiburon CEO Summit XXIX will begin with a cocktail reception the prior evening Monday, October 12, 2015, at 6:00pm.


Meeting Agenda

The planned agenda is as follows:

Monday, October 12, 2015


6:00pm-9:00pm: Cocktail Reception 

  • The cocktail reception will be held at the Ritz Carlton Hotel in San Francisco, CA

Tuesday, October 13, 2015

7:00am-7:45am: Continental Breakfast

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

7:45am-8:00am: Tiburon CEO Summit XXIX Welcome

  • Presented by Craig Gordon (Business Head, Clearing, DST Market Services)

Moderator
Craig Gordon
(Business Head, Clearing, DST Market Services)


 

 

 

 

8:00am-8:45am: Panel Discussion

  • Economy & Markets
  • Facilitated by Dan Kern (President, Advisor Partners)
  • Tiburon Client Speakers
    • Noreen Beaman (CEO, Brinker Capital)
    • Rob Brown (Chief Investment Officer, United Capital Financial Advisers)
    • Zachary Karabell (Chief Global Strategist, Envestnet)
    • Jason Thomas (CEO, Savos Investments)

Facilitator
Dan Kern
(President, Advisor Partners)

Speaker
Noreen Beaman
(CEO, Brinker Capital)

Speaker
Rob Brown
(Chief Investment Officer, United Capital Financial Advisers)

Speaker
Zachary Karabell
(Chief Global Strategist, Envestnet)

Speaker
Jason Thomas
(CEO, Savos Investments)

8:45am-9:00am: Break

9:00am-10:00am: Panel Discussion

  • Ask the Consumers
  • Facilitated by John Coyne (Vice Chairman, Brinker Capital)
  • Consumer Panelists
    • Helen M.
    • Coming Soon
    • Coming Soon
    • Coming Soon

Facilitator
John Coyne
(Vice Chairman, Brinker Capital)


 

 

 

 

10:00am-10:15am: Break

10:15am-11:45am: Keynote Presentation

  • The Future of Wealth Management
  • Presented by Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Introduced by Craig Gordon (Business Head, Clearing, DST Market Services)

Keynote Presenter
Chip Roame
(Managing Partner, Tiburon Strategic Advisors)






11:45am-12:00pm: Break (please take lunch to your choice of 12:00pm panel discussion)

12:00pm-1:00pm: Lunch & Panel Discussions

  • Panel Discussion I: Financial Advisor Channels
    • Facilitated by Bob Herrmann (Executive Vice President, Discovery Data)
    • Tiburon Client Speakers
      • Joe Duran (CEO, United Capital)
      • John Rooney (Managing Principal, Commonwealth Financial Network)
      • Amy Webber (President, Cambridge Investment Research)
      • Coming Soon

Facilitator
Bob Herrmann
(Executive Vice President, Discovery Data)

Speaker
Joe Duran
(CEO, United Capital)

Speaker
John Rooney
(Managing Principal, Commonwealth Financial Network)

Speaker
Amy Webber
(President, Cambridge Investment Research)

Speaker
Coming Soon

  • Panel Discussion II: Hedge Funds & Other Alternative Investments
    • Facilitated by Mike Alfred (CEO, BrightScope)
    • Tiburon Client Speakers
      • Adam Blitz (CEO, Evanston Capital Management)
      • Matt Brown (CEO, CAIS)
      • Tom Florence (CEO, 361 Capital)
      • Bob Worthington (President, Hatteras Funds)


Facilitator
Mike Alfred
(CEO, BrightScope)

Speaker
Adam Blitz
(CEO, Evanston Capital Management)

Speaker
Matt Brown
(CEO, CAIS)

Speaker
Tom Florence
(CEO, 361 Capital)

Speaker
Bob Worthington
(President, Hatteras Funds)

  • Panel Discussion III: Venture Capital Alley
    • Facilitated by Bob Mehringer (Executive Vice President, FolioDynamix)
    • Tiburon Client Speakers
      • Matt Fellowes (Chief Innovation Officer, Morningstar)
      • Aaron Klein (CEO, Riskalyze)
      • Jan Kolbusz (Founder, Decimal Software)
      • Michael Pinsker (CEO, Docupace Technologies)

Facilitator
Bob Mehringer
(Executive Vice President, FolioDynamix)

Speaker
Matt Fellowes
(Chief Innovation Officer, Morningstar)

Speaker
Aaron Klein
(CEO, Riskalyze)

Speaker
Jan Kolbusz
(Founder, Decimal Software)

Speaker
Michael Pinsker
(CEO, Docupace Technologies)

1:00pm-1:15pm: Break

1:15pm-2:15pm: Panel Discussions

  • Panel Discussion I: Financial Advisors
    • Facilitated by Chuck Lewis (Vice Chairman, MyVest)
    • Tiburon Client Speakers
      • Carol Benz (Managing Principal, Bingham Osborn & Scarborough)
      • Ray Ferrara (CEO, ProVise Management Group)
      • Ed Moore (President, Edelman Financial Services)
      • Bill Sowell (CEO, Sowell Management Services)

Facilitator
Chuck Lewis
(Vice Chairman, MyVest)

Speaker
Carol Benz
(Managing Principal, Bingham Osborn & Scarborough)

Speaker
Ray Ferrara
(CEO, ProVise Management Group)

Speaker
Ed Moore
(President, Edelman Financial Services)

Speaker
Bill Sowell
(CEO, Sowell Management Services)

  • Panel Discussion II: Online Channels
    • Facilitated by David Conover (President, Wealth Management & Brokerage, EverBank Financial)
    • Tiburon Client Speakers
      • Margaret Hartigan (CEO, Marstone)
      • Bo Lu (CEO, FutureAdvisor)
      • Brad Matthews (CEO, Trizic)
      • Hardeep Walia (CEO, Motif Investing)

Facilitator
David Conover
(President, Wealth Management & Brokerage, EverBank Financial)

Speaker
Margaret Hartigan
(CEO, Marstone)

Speaker
Bo Lu
(CEO, FutureAdvisor)

Speaker
Brad Matthews
(CEO, Trizic)

Speaker
Hardeep Walia
(CEO, Motif Investing)

 

  • Panel Discussion III: The Defined Contribution Market & the Department of Labor Regulatory Proposal
    • Facilitated by Rob Klapprodt (President, Vestmark)
    • Tiburon Client Speakers
      • Blaine Aikin (CEO, fi360)
      • Larry Raffone (CEO, Financial Engines)
      • Babu Sivadasan (President, Envestnet Retirement Solutions)
      • Spencer Williams (CEO, Retirement Clearinghouse)

Facilitator
Rob Klapprodt
(President, Vestmark)

Speaker
Blaine Aikin
(CEO, fi360)

Speaker
Larry Raffone
(CEO, Financial Engines)

Speaker
Babu Sivadasan
(President, Envestnet Retirement Solutions)

Speaker
Spencer Williams
(CEO, Retirement Clearinghouse)

2:15pm-2:30pm: Break

2:30pm-3:30pm: Panel Discussion

  • Financial Advisor Mergers & Acquisitions (Buyers & Sellers)
  • Facilitated by Bill Wostoupal (President, Northern Lights Distributors)
  • Tiburon Client Speakers
    • Bruce Cameron (CEO, Berkshire Capital Securities)
    • Jeff Dekko (CEO, Wealth Enhancement Group)
    • Shannon Eusey (President, Beacon Point Advisors)
    • Scott Hanson (Co-CEO, Hanson McClain)

Facilitator
Bill Wostoupal
(President, Northern Lights Distributors)

Speaker
Bruce Cameron
(CEO, Berkshire Capital Securities)

Speaker
Jeff Dekko
(CEO, Wealth Enhancement Group)

Speaker
Shannon Eusey
(President, Beacon Point Advisors)

Speaker
Scott Hanson
(Co-CEO, Hanson McClain)


3:30pm-3:45pm: Break

3:45pm-4:45pm: Panel Discussion

  • Financial Technology Mergers & Acquisitions (Buyers & Sellers)
  • Facilitated by Randy Moore (Partner, Alston & Bird)
  • Tiburon Client Speakers
      • Anil Arora (CEO, Yodlee)
      • James Carney (CEO, ByAllAccounts)
      • Stuart DePina (President, Envestnet Tamarac)
      • Pete Hess (CEO, Advent Software)

Facilitator
Randy Moore
(Partner, Alston & Bird)

Speaker
Anil Arora
(CEO, Yodlee)

Speaker
James Carney
(CEO, ByAllAccounts)

Speaker
Stuart DePina
(President, Envestnet Tamarac)

Speaker
Pete Hess
(CEO, Advent Software)

4:45pm-5:00pm: Tiburon CEO Summit XXIX Day #1 Recap & Closing

  • Presented by Craig Gordon (Business Head, Clearing, DST Market Services)

5:00pm-6:30pm: Free Time & Transportation to Dinner at the Corinthian Yacht Club in Tiburon

  • Ferry boat option #1: walking departure from the hotel lobby (group will leave lobby promptly at 5:05pm) to board 5:25pm ferry boat (arrival approximately at 5:50pm, before the start of cocktails)
  • Bus option: 5:40pm departure from the hotel lobby (arrival approximately at 6:30pm, close to the start of cocktails)
  • Ferry boat option #2: walking departure from the hotel lobby (group will leave lobby promptly at 6:00pm) to board 6:30pm ferry boat (arrival at 6:55pm, 25 minutes after start of cocktails) 

6:30pm-9:30pm: Tiburon CEO Summit XXIX Group Dinner

  • Corinthian Yacht Club is located at 43 Main Street, Tiburon, CA 94920 (415-435-4771)

Wednesday, October 14, 2015

7:00am-7:45am: Continental Breakfast

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

7:45am-8:00am: Tiburon CEO Summit XXIX Day #2 Welcome

  • Presented by Frank Trotter (Executive Vice President, Chairman Global Markets, EverBank Financial)

 

Moderator
Frank Trotter
(Executive Vice President, Chairman Global Markets, EverBank Financial)





8:00am-8:45am: Guest Presentation

  • Newsmaker One-on-One Chat
  • Presented by Eduardo Repetto (Co-CEO, Dimensional Fund Advisors)
  • Facilitated by Chip Roame (Managing Partner, Tiburon Strategic Advisors)

Facilitator
Chip Roame
(Managing Partner, Tiburon Strategic Advisors)

Speaker
Eduardo Repetto
(Co-CEO, Dimensional Fund Advisors)

 

 


8:45am-9:00am: Break

9:00am-10:00am: Panel Discussion

  • Venture Capital Partners
  • Facilitated by Katherine Calvert (Chief Marketing Officer, Advent Software)
  • Tiburon Client Speakers
    • Jim Feuille (Partner, Crosslink Capital)
    • David Jegen (Partner, Devonshire Investors)
    • Hans Morris (Managing Director, Nyca Partners)
    • Patricia Nakache (General Partner, Trinity Ventures)

Facilitator
Katherine Calvert
(Chief Marketing Officer, Advent Software)

Speaker
Jim Feuille
(Partner, Crosslink Capital)

Speaker
David Jegen
(Partner, Devonshire Investors)

Speaker
Hans Morris
(Managing Director, Nyca Partners)

Speaker
Patricia Nakache
(General Partner, Trinity Ventures)

10:00am-10:15am: Break

10:15am-11:15am: Panel Discussion

  • Private Equity Partners
  • Facilitated by Brad Bernstein (Partner, FTV Capital)
  • Tiburon Client Speakers
    • Spencer Hoffman (Managing Director, Lovell Minnick Partners)
    • Hal Strong (Operating Executive, Genstar Capital)
    • Allen Thorpe (Managing Director, Hellman & Friedman)
    • Coming Soon

Facilitator
Brad Bernstein
(Partner, FTV Capital)

Speaker
Spencer Hoffman
(Managing Director, Lovell Minnick Partners)

Speaker
Hal Strong
(Operating Executive, Genstar Capital)

Speaker
Allen Thorpe
(Managing Director, Hellman & Friedman)

Speaker
Coming Soon


11:15am-11:30am: Tiburon CEO Summit XXIX Recap & Closing

  • Presented by Frank Trotter (Executive Vice President, Chairman Global Markets, EverBank Financial) & Chip Roame (Managing Partner, Tiburon Strategic Advisors)

11:30am: Dismissal, Lunch, & Open Discussion

Several long-term Tiburon CEO Summit attendees are serving as Tiburon CEO Summit spokesmen:

Spokeswoman
Kerry Calhoun
(Tiburon Strategic Advisors)

Spokeswoman
Mimi Carsley
(Executive Vice President, LPL Financial)

Spokesman
David Smith
(Founding Publisher, Financial Advisor & Private Wealth Magazines)

Spokeswoman
Catie Tobin
(Business Head, Correspondent & Advisor Services, RBC Wealth Management US)


Spokesman
Craig Wietz
(President, First Rate)