Upcoming CEO Summit: Tiburon CEO Summit XXVIII

Tiburon CEO Summit XXVIII will officially start at 7:45am on Tuesday, April 7, 2015, at the Ritz Carlton Hotel in New York, NY (Battery Park), include a group dinner that night, and finish at 12:00pm on Wednesday, April 8, 2015.

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


Meeting Agenda

The planned agenda is as follows:

Monday, April 6, 2015


6:00pm-9:00pm: Cocktail Reception 

  • The cocktail reception will be held at the Ritz Carlton Hotel in New York, NY (Battery Park)

Tuesday, April 7, 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 XXVIII Welcome

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

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


 

 

 

 

8:00am-9:00am: 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
XXVIII
Facilitator
Craig Gordon
(Business Head, Clearing, DST Market Services)


 

 

 

 

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

9:15am-10:45am: 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 XXVIII
Keynote Presenter
Chip Roame
(Managing Partner, Tiburon Strategic Advisors)






10:45am-11:00am: Refreshments & Cell Phone Break

11:00am-12:00pm: Panel Discussion

  • The Increasing Variety of Financial Advisor Channels
  • Facilitated by Bob Herrmann (Executive Vice President, Discovery Data)
  • Tiburon Client Speakers
    • Jud Bergman (CEO, Envestnet)
    • Tad Edwards (CEO, Benjamin Edwards & Company)
    • Alexandra Lebenthal (CEO, Lebenthal Holdings)
    • Erica McGinnis (CEO, AIG Advisor Group)

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

Tiburon CEO Summit
XXVIII
Speaker
Jud Bergman
(CEO, Envestnet)

Tiburon CEO Summit
XXVIII
Speaker
Tad Edwards
(CEO, Benjamin Edwards & Company)

Tiburon CEO Summit
XXVIII
Speaker
Alexandra Lebenthal
(CEO, Lebenthal Holdings)


Tiburon CEO Summit
XXVIII
Speaker
Erica McGinnis
(CEO, AIG Advisor Group)

12:00pm-12:15pm: Cell Phone Break

12:15pm-1:15pm:  Lunch & Panel Discussions (please take lunch to your choice of panel discussion)

  • Panel Discussion I: The Emergence of Socially Responsible Investing & Impact Investing
    • Facilitated by Ron Cordes (Co-Chairman, AssetMark)
    • Tiburon Client Speakers
      • Bob Caruso (Chairman, Impact Republic)
      • Gil Crawford (CEO, MicroVest Capital Management)
      • Joe Keefe (CEO, Pax World Funds)
      • John Streur (CEO, Calvert Investments)

Tiburon CEO Summit
XXVIII
Facilitator
Ron Cordes
(Co-Chairman, AssetMark)

Tiburon CEO Summit
XXVIII
Speaker
Bob Caruso
(Chairman, Impact Republic)

Tiburon CEO Summit
XXVIII
Speaker
Gil Crawford
(CEO, MicroVest Capital Management)

Tiburon CEO Summit
XXVIII
Speaker
Joe Keefe
(CEO, Pax World Funds)

Tiburon CEO Summit
XXVIII
Speaker
John Streur
(CEO, Calvert Investments)

 

  • Panel Discussion II: Venture Capital Alley: Emerging Innovative Technology
    • Facilitated by Eric Clarke (President, Orion Advisor Services)
    • Tiburon Client Speakers
      • Mike Alfred (CEO, BrightScope)
      • Lowell Putnam (CEO, Quovo)
      • Andrew Rudd (CEO, Advisor Software)
      • John Wotowicz (CEO, inStream Solutions)

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

Tiburon CEO Summit
XXVIII
Speaker
Mike Alfred
(CEO, BrightScope)

Tiburon CEO Summit
XXVIII
Speaker
Lowell Putnam
(CEO, Quovo)

Tiburon CEO Summit
XXVIII
Speaker
Andrew Rudd
(CEO, Advisor Software)

Tiburon CEO Summit
XXVIII
Speaker
John Wotowicz
(CEO, inStream Solutions)

1:15pm-1:30pm: Cell Phone Break

1:30pm-2:30pm: Panel Discussions
 

  • Panel Discussion I: Insights from Leading Financial Advisors
    • Facilitated by David Canter (Executive Vice President, Practice Management & Consulting, Fidelity Institutional Wealth Services)
    • Tiburon Client Speakers
      • Marty Bicknell (CEO, Mariner Holdings)
      • Ric Edelman (CEO, Edelman Financial Services)
      • Bob Glovsky (Vice Chairman, The Colony Group)
      • Steve Lockshin (Founder, Convergent Wealth Advisors)

Tiburon CEO Summit
XXVIII
Facilitator
David Canter
(Executive Vice President, Practice Management & Consulting, Fidelity Institutional Wealth Services)

Tiburon CEO Summit
XXVIII
Speaker
Marty Bicknell
(CEO, Mariner Holdings)

Tiburon CEO Summit
XXVIII
Speaker
Ric Edelman
(CEO, Edelman Financial Services)

Tiburon CEO Summit
XXVIII
Speaker
Bob Glovsky
(Vice Chairman, The Colony Group)

Tiburon CEO Summit
XXVIII
Speaker
Steve Lockshin
(Founder, Convergent Wealth Advisors)


 

  • Panel Discussion II: Online Banking: The Real Leaders in the Online Revolution
    • Facilitated by Rob Klapprodt (President, Vestmark)
    • Tiburon Client Speakers
      • Anil Arora (CEO, Yodlee)
      • Scott Ryles (Chief Operating Officer, Kleiner, Perkins, Caufield, & Byers and Managing Partner, Echelon Capital Strategies)
      • Jay Sidhu (CEO, Customers Bancorp)
      • Frank Trotter (Chairman, EverBank Global Markets)

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

Tiburon CEO Summit
XXVIII
Speaker
Anil Arora
(CEO, Yodlee)

Tiburon CEO Summit
XXVIII
Speaker
Scott Ryles
(Chief Operating Officer, Kleiner, Perkins, Caufield, & Byers and Managing Partner, Echelon Capital Strategies)

Tiburon CEO Summit
XXVIII
Speaker
Jay Sidhu
(CEO, Customers Bancorp)

Tiburon CEO Summit
XXVIII
Speaker
Frank Trotter
(Chairman, EverBank Global Markets)


2:30pm-2:45pm: Cell Phone Break

2:45pm-3:45pm: Panel Discussion

  • The Emergence of Online Advice
  • Facilitated by David Conover (President, Wealth Management & Brokerage, EverBank Financial)
  • Tiburon Client Speakers
    • Tom Bradley (President, Retail Distribution, TD Ameritrade)
    • John Patterson (CEO, NextCapital)
    • Mike Sha (CEO, SigFig)
    • Jon Stein (CEO, Betterment)

 

Tiburon CEO Summit
XXVIII
Facilitator
David Conover
(President, Wealth Management & Brokerage, EverBank Financial)

Tiburon CEO Summit
XXVIII
Speaker
Tom Bradley
(President, Retail Distribution, TD Ameritrade)

Tiburon CEO Summit
XXVIII
Speaker
John Patterson
(CEO, NextCapital)

Tiburon CEO Summit
XXVIII
Speaker
Mike Sha
(CEO, SigFig)

Tiburon CEO Summit
XXVIII
Speaker
Jon Stein
(CEO, Betterment)

3:45pm-4:00pm: Refreshments & Cell Phone Break

4:00pm-4:45pm: Guest Presentation

  • Newsmaker One-on-One Chat
  • Presented by John Taft (CEO, RBC Wealth Management US)
  • Facilitated by Chip Roame (Managing Partner, Tiburon Strategic Advisors)

Tiburon CEO Summit
XXVIII
Facilitator
Chip Roame
(Managing Partner, Tiburon Strategic Advisors)

Tiburon CEO Summit
XXVIII
John Taft
(CEO, RBC Wealth Management US)

 

 


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

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

5:00pm-6:30pm: Free Time & Group Walk to Delmonico's

  • Group walk option: Delmonico's is about a twenty minute walk from the Ritz Carlton Hotel. Tiburon team members will lead groups to the restaurant from the Ritz Carlton Hotel lobby, leaving every ten minutes at 6:10pm, 6:20pm, 6:30pm, 6:40pm, & 6:50pm 

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

  • Delmonico's Restaurant is located at 56 Beaver Street, New York, NY 10004 (212-509-1144)
  • 6:30pm-9:30pm: Cocktails & Dinner
  • Dinner sized portions of steak, fish, & other signature Delmonico's dishes with passed hors d'oeuvres and self serve stations with open seating to facilitate discussion between Tiburon clients

Wednesday, April 8, 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 XXVIII Day #2 Welcome

  • Presented by Frank Trotter (Chairman, EverBank Global Markets)

 

Tiburon CEO Summit XXVIII
Moderator
Frank Trotter
(Chairman, EverBank Global Markets)





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

  • Investors: Venture Capital & Private Equity Firms Views
  • Facilitated by Chris Frieden (Partner, Financial Services & Products, Alston & Bird)
  • Tiburon Client Speakers
    • Brad Bernstein (Partner, FTV Capital)
    • Roy Burns (Managing Director, TA Associates)
    • Tim Draper (Founding Partner, Draper, Fisher, & Jurvetson)
    • Jim Lockhart (Vice Chairman, WL Ross & Company)

Tiburon CEO Summit
XXVIII
Facilitator
Chris Frieden
(Partner, Financial Services & Products, Alston & Bird)

Tiburon CEO Summit
XXVIII
Speaker
Brad Bernstein
(Partner, FTV Capital)

Tiburon CEO Summit
XXVIII
Speaker
Roy Burns
(Managing Director, TA Associates)

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

Tiburon CEO Summit
XXVIII
Speaker
Jim Lockhart
(Vice Chairman, WL Ross & Company)


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

9:15am-10:30am: Panel Discussion

  • Celebrate the Award Winners
  • Facilitated by Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Tiburon CEO Summit Award Winners
    • Mark Casady (CEO, LPL Financial Holdings & Tiburon CEO Summit Award Winner)
    • Don Phillips (Managing Director, Morningstar & Tiburon CEO Summit Award Winner)

Tiburon CEO Summit
XXVIII
Facilitator
Chip Roame
(Managing Partner, Tiburon Strategic Advisors)

Tiburon CEO Summit
XXVIII
Speaker
Mark Casady
(CEO, LPL Financial Holdings & Tiburon CEO Summit Award Winner)

Tiburon CEO Summit
XXVIII
Speaker
Don Phillips
(Managing Director, Morningstar & Tiburon CEO Summit Award Winner)



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

10:45am-11:45am: Panel Discussion

  • The M&A Market: Insights from Acquirers & Acquirees
  • Facilitated by John Coyne (Vice Chairman, Brinker Capital)
  • Tiburon Client Speakers
    • Todd Clarke (CEO, CLS Investments)
    • Joe Mrak (CEO, FolioDynamix)
    • Edmond Walters (CEO, eMoney Advisor)
    • Mike Weil (CEO, RCS Capital Corporation)

Tiburon CEO Summit
XXVIII
Facilitator
John Coyne
(Vice Chairman, Brinker Capital)

Tiburon CEO Summit
XXVIII
Speaker
Todd Clarke
(CEO, CLS Investments)

Tiburon CEO Summit
XXVIII
Speaker
Joe Mrak
(CEO, FolioDynamix)

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

Tiburon CEO Summit
XXVIII
Speaker
Mike Weil
(CEO, RCS Capital Corporation)


11:45am-12:00pm: Tiburon CEO Summit XXVIII Recap & Closing

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

12:00pm: Dismissal & Open Discussion

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

Tiburon CEO Summit XXVIII
Spokeswoman
Kerry Calhoun
(Tiburon Strategic Advisors)

Tiburon CEO Summit XXVIII
Spokeswoman
Trish Cox
(Business Head, Schwab Corporate Brokerage Services)

Tiburon CEO Summit XXVIII
Spokesman
Anton Honikman
(CEO, MyVest Corporation)

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

Tiburon CEO Summit XXVIII
Spokesman
David Smith
(Founding Publisher, Financial Advisor & Private Wealth Magazines)