Upcoming CEO Summit: Tiburon CEO Summit XXVII

Tiburon CEO Summit XXVII will officially start at 7:45am on Tuesday, October 7, 2014, at the Ritz Carlton Hotel in San Francisco, CA, include a group dinner that night and finish at 1:00pm on Wednesday, October 8, 2014.

More casually, Tiburon CEO Summit XXVII will begin with a cocktail reception the prior evening Monday, October 6, 2014, at 6:00pm.


Meeting Agenda

The planned agenda is as follows:

Monday, October 6, 2014


6:00pm-9:00pm: Cocktail Reception 

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

Tuesday, October 7, 2014

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 XXVII Welcome

  • Presented by Skip Schweiss (President, TD Ameritrade Trust Company)

 

Tiburon CEO Summit XXVII
Moderator
Skip Schweiss
(President, TD Ameritrade Trust Company)





8:00am-9:00am: General Session Panel Discussion

  • The Future of the Economy & Markets
  • Facilitated by Dan Kern (President, Advisor Partners)
  • Tiburon Client Speakers
    • Jerry Chafkin (Chief Investment Officer, AssetMark)
    • Bill Miller (Chief Investment Officer, Brinker Capital)
    • Matt Scanlan (CEO, RS Investments)
    • Derek Young (Vice Chairman, Pyramis Global Advisors)

Tiburon CEO Summit
XXVII
Facilitator
Dan Kern
(President, Advisor Partners)

Tiburon CEO Summit
XXVII
Speaker
Jerry Chafkin
(Chief Investment Officer, AssetMark)

Tiburon CEO Summit
XXVII
Speaker
Bill Miller
(Chief Investment Officer, Brinker Capital)

Tiburon CEO Summit
XXVII
Speaker
Matt Scanlan
(CEO, RS Investments)

Tiburon CEO Summit
XXVII
Speaker
Derek Young
(Vice Chairman, Pyramis Global Advisors)

9:00am-9:15am: Cell Phone Break

9:15am-10:00am: General Session Guest Presentation

  • Prior Award Recipient One-on-One Chat
  • Presented by Bill Sharpe (Professor Emeritus, Stanford University; Nobel Prize Winner in Economics; & Tiburon CEO Summit Award Winner)
  • Facilitated by Frank Trotter (President, EverBank Direct)

Tiburon CEO Summit
XXVII
Facilitator
Frank Trotter
(President, EverBank Direct)

Tiburon CEO Summit XXVII
Past Award Recipient
Bill Sharpe
(
Professor Emeritus, Stanford University & Nobel Prize Winner in Economics)

10:00am-10:15am: Refreshments & Cell Phone Break

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

  • Ask the Consumers
  • Facilitated by Craig Gordon (Business Head, Clearing, DST Market Services)
  • Consumer Panelists
    • To be announced
    • To be announced
    • To be announced
    • To be announced

Tiburon CEO Summit
XXVII
Facilitator
Craig Gordon
(Business Head, Clearing, DST Market Services)






11:15am-11:30am: Cell Phone Break

11:30am-1:00pm: Keynote Presentation

  • The Future of Wealth Management
  • Presented by Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Introduced by Skip Schweiss (President, TD Ameritrade Trust Company)

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




1:00pm-1:15pm: Cell Phone Break

1:15pm-2:15pm: Lunches & Break-Out Sessions

  • Break-Out Sessions:
     
    • BOS Option I: Keynote Highlights - Alternative Investments
    • Facilitated by Damian Peter (President, Larkin Point Investment Advisors)
    • Tiburon Client Speakers
      • Andrew Rogers (CEO, Gemini Fund Services)
      • Jon Sundt (CEO, Altegris Investments)
      • To be announced
      • To be announced

Tiburon CEO Summit
XXVII
Facilitator
Damian Peter
(President, Larkin Point Investment Advisors)

Tiburon CEO Summit
XXVII
Speaker
Andrew Rogers
(CEO, Gemini Fund Services)

Tiburon CEO Summit
XXVII
Speaker
Jon Sundt
(CEO, Altegris Investments)

Tiburon CEO Summit
XXVII
Speaker
Coming Soon

Tiburon CEO Summit
XXVII
Speaker
Coming Soon

    • BOS Option II: Keynote Highlights - Latest Innovation in Advisor Front-Office & Consumer Facing Technology
    • Facilitated by Neal Ringquist (President, Advisor Software)
    • Tiburon Client Speakers
      • Audie Apple (Co-Founder, GuardVest)
      • Jeff Burrow (Co-Founder, FlexScore)
      • Tom Kimberly (CEO, Upside)
      • Edmond Walters (CEO, eMoney Advisor)

Tiburon CEO Summit
XXVII
Facilitator
Neal Ringquist
(President, Advisor Software)

 

Tiburon CEO Summit
XXVII
Speaker
Audie Apple
(Co-Founder, GuardVest)

Tiburon CEO Summit
XXVII
Speaker
Jeff Burrow
(Co-Founder, FlexScore)

Tiburon CEO Summit
XXVII
Speaker
Tom Kimberly
(CEO, Upside)

Tiburon CEO Summit
XXVII
Speaker
Edmond Walters
(CEO, eMoney Advisor)

    • BOS Option III: Keynote Highlights - Financial Advisor Succession Planning
    • Facilitated by Eric Clarke (President, Orion Advisor Services)
    • Tiburon Client Speakers
      • David Bach (Vice Chairman, Edelman Financial Services)
      • Greg Friedman (CEO, Private Ocean)
      • David Grau (CEO, FP Transitions)
      • Liz Nesvold (Managing Partner, Silver Lane Advisors)

Tiburon CEO Summit
XXVII
Facilitator
Eric Clarke
(President, Orion Advisor Services)

 

Tiburon CEO Summit
XXVII
Speaker
David Bach
(Vice Chairman, Edelman Financial Services)

Tiburon CEO Summit
XXVII
Speaker
Greg Friedman
(CEO, Private Ocean)

Tiburon CEO Summit
XXVII
Speaker
David Grau
(CEO, FP Transitions
)

Tiburon CEO Summit
XXVII
Speaker
Liz Nesvold
(Managing Partner, Silver Lane Advisors
)

  • Please take lunch to your choice of break-out sessions

2:15pm-2:30pm: Refreshments & Cell Phone Break

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

  • The Future of the Financial Advisor Channels
  • Facilitated by Bob Herrmann (Executive Vice President, Discovery Data)
  • Tiburon Client Speakers
    • Charles Goldman (CEO, AssetMark)
    • Sanjiv Mirchandani (President, National Financial Services)
    • Jim Nagengast (CEO, Securities America)
    • Larry Roth (CEO, Cetera Financial Group)

Tiburon CEO Summit
XXVII
Facilitator
Bob Herrmann
(Executive Vice President, Discovery Data)

 

Tiburon CEO Summit
XXVII
Speaker
Charles Goldman
(CEO, AssetMark)

Tiburon CEO Summit
XXVII
Speaker
Sanjiv Mirchandani
(President, National Financial Services)

Tiburon CEO Summit
XXVII
Speaker
Jim Nagengast
(CEO, Securities America)

Tiburon CEO Summit
XXVII
Speaker
Larry Roth
(CEO, Cetera Financial Group)


3:30pm-3:45pm: Cell Phone Break

3:45pm-4:30pm: General Session Guest Presentation

  • Prior Award Recipient One-on-One Chat
  • Presented by Bob Reynolds (CEO, Putnam Investments)
  • Facilitated by Mike Alfred (CEO, BrightScope)

Tiburon CEO Summit
XXVII
Facilitator
Mike Alfred
(CEO, BrightScope)

Tiburon CEO Summit
XXVII
Past Award Recipient
Bob Reynolds
(CEO, Putnam Investments)

 

 


4:30pm-4:45pm: Tiburon CEO Summit XXVII Day #1 Recap & Closing

  • Presented by Skip Schweiss (President, TD Ameritrade Trust Company)

4:45pm-6:30pm: Free Time & Shuttle/Ferry to Dinner

  • Ferry boat option #1: walking departure from the hotel lobby (group led by Frank Trotter will leave lobby promptly at 4:55pm) 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 led by Skip Schweiss 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 XXVII Group Dinner

  • 6:30pm-7:30pm: Cocktail Hour
  • 7:30pm-8:15pm: Dinner
  • 8:15pm-9:30pm: Dessert & After Dinner Reception

Wednesday, October 8, 2014

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 XXVII Day #2 Welcome

  • Presented by Frank Trotter (President, EverBank Direct)

Tiburon CEO Summit XXVII
Moderator
Frank Trotter
(President, EverBank Direct)






8:00am-9:00am: General Session Panel Discussion

  • The Future of Online Advice
  • Facilitated by to Rob Klapprodt (President, Vestmark)
  • Tiburon Client Speakers
    • Asheesh Advani (CEO, Covestor)
    • Bo Lu (CEO, FutureAdvisor)
    • Jeff Maggioncalda (CEO, Financial Engines)
    • Ron Suber (President, Prosper Marketplace)

Tiburon CEO Summit
XXVII
Facilitator
Rob Klapprodt
(President, Vestmark)

 

Tiburon CEO Summit
XXVII
Speaker
Asheesh Advani
(CEO, Covestor)

Tiburon CEO Summit
XXVII
Speaker
Bo Lu
(CEO, FutureAdvisor)

Tiburon CEO Summit
XXVII
Speaker
Jeff Maggioncalda
(CEO, Financial Engines)

Tiburon CEO Summit
XXVII
Speaker
Ron Suber
(President, Prosper Marketplace)


9:00am-9:15am: Cell Phone Break

9:15am-9:45am: General Session Panel Discussion

  • Prior Award Recipient One-on-One Chat 
  • Presented by Joe Mansueto (CEO, Morningstar)
  • Facilitated by Ben Cukier (Partner, FTV Capital)

Tiburon CEO Summit
XXVII
Facilitator
Ben Cukier
(Partner, FTV Capital)

Tiburon CEO Summit
XXVII
Past Award Recipient
Joe Mansueto
(CEO, Morningstar)

9:45am-10:00am: Cell Phone Break

10:00am-10:30am: General Session Panel Discussion

  • Ask the CEO
  • Presented by Bill McNabb (CEO, The Vanguard Group)
  • Facilitated by Chip Roame (Managing Partner, Tiburon Strategic Advisors)

Tiburon CEO Summit
XXVII
Facilitator
Chip Roame
(Managing Partner, Tiburon Strategic Advisorsl)

Tiburon CEO Summit
XXVII
Speaker
Bill McNabb
(CEO, The Vanguard Group)

10:30am-10:45am: Refreshments & Cell Phone Break

10:45am-11:15am: General Session Panel Discussion

  • Newsmaker One-on-One Chat
  • Presented by Tim Draper (Founding Partner, Draper, Fisher, & Jurvetson)
  • Facilitated by Chip Roame (Managing Partner, Tiburon Strategic Advisors)

Tiburon CEO Summit
XXVII
Facilitator
Chip Roame
(Managing Partner, Tiburon Strategic Advisorsl)

Tiburon CEO Summit
XXVII
Speaker
Tim Draper
(Founding Partner, Draper, Fisher, & Jurvetson
)

11:15am-11:30am: Cell Phone Break

11:30am-12:30pm: General Session Panel Discussion

  • Third-Party Views: Investment Bankers, Venture Capital & Private Equity Firms, Stock Analysts, & Financial Journalists on the Financial Services Industry
  • Facilitated by Randy Moore (Partner, Financial Services & Products Group, Alston & Bird)
  • Tiburon Client Speakers
    • Brian Ascher (Partner, Venrock)
    • Chas Burkhart (CEO, Rosemont Partners)
    • Charles Moldow (General Partner, Foundation Capital)
    • Todd Thomson (Chairman, Dynasty Financial Partners)

Tiburon CEO Summit
XXVII
Facilitator
Randy Moore
(Partner, Financial Services & Products Group, Alston & Bird)

 

Tiburon CEO Summit
XXVII
Speaker
Brian Ascher
(Partner, Venrock)

Tiburon CEO Summit
XXVII
Speaker
Chas Burkhart
(
CEO, Rosemont Partners)

Tiburon CEO Summit
XXVII
Speaker
Charles Moldow
(General Partner, Foundation Capital
)

Tiburon CEO Summit
XXVII
Speaker
Todd Thomson
(Chairman, Dynasty Financial Partners
)

12:30pm-1:00pm: Tiburon CEO Summit XXVII Recap & Closing

  • Presented by Frank Trotter (President, EverBank Direct) & Chip Roame (Managing Partner, Tiburon Strategic Advisors)

1:00pm: Dismissal & Open Discussion

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

    Tiburon CEO Summit XXVII
    Spokesman
    Rich Santos
    (Group Publisher, Wealth Management Group, Penton Media
    )

    Tiburon CEO Summit
    XXVII
    Spokesman
    Jon Schepke
    (CEO, SIM Partners)

    Tiburon CEO Summit XXVII
    Spokesman
    Matt Lynch
    (Principal, Tiburon Strategic Advisors
    )

    Tiburon CEO Summit
    XXVII
    Spokesman
    Tom Embrogno
    (Chief Growth Officer, Docupace Technologies)

    Tiburon CEO Summit
    XXVII
    Spokesman
    Viggy Mokkarala
    (Executive Vice President, Strategic Development, Envestnet)