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 1:00pm 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: General Session Panel Discussion

  • The Future of the Economy & Markets
  • Facilitated by Dan Kern (President, Advisor Partners) 
  • Tiburon Client Speakers
    • Zachary Karabell (Chief Global Strategist, Envestnet)
    • Burt White (Chief Investment Officer, LPL Financial)
    • To be announced
    • To be announced

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

Tiburon CEO Summit
XXVIII
Speaker
Zachary
Karabell
(Chief Global Strategist, Envestnet)

Tiburon CEO Summit
XXVIII
Speaker
Burt White
(Chief Investment Officer, LPL Financial)

Tiburon CEO Summit
XXVIII
Speaker
Coming Soon

Tiburon CEO Summit
XXVIII
Speaker
Coming Soon

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: General Session Panel Discussion

    • Talking through the Multitude 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:  Lunches & Break-Out Sessions

      • Break-Out Sessions:
         
        • BOS Option I: The Future of Investment Products: ETFs & Liquid Alternatives
        • Facilitated by Anton Honikman (CEO, MyVest Corporation)
        • Tiburon Client Speakers
          • Tony Rochte (President, SelectCo Division, Fidelity Asset Management)
          • To be announced
          • To be announced
          • To be announced

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

      Tiburon CEO Summit
      XXVIII
      Speaker
      Tony Rochte
      (President, SelectCo Division, Fidelity Asset Management)

      Tiburon CEO Summit
      XXVIII
      Speaker
      Coming Soon

      Tiburon CEO Summit
      XXVIII
      Speaker
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      Tiburon CEO Summit
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        • BOS Option II: Insights from Leading Financial Advisors
        • Facilitated by to be announced
        • Tiburon Client Speakers
          • Marty Bicknell (CEO, Mariner Holdings)
          • Ric Edelman (CEO, The Edelman Financial Group)
          • Steve Lockshin (Founder, Convergent Wealth Advisors)
          • To be announced

      Tiburon CEO Summit
      XXVIII
      Facilitator
      Coming Soon

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

      Tiburon CEO Summit
      XXVIII
      Speaker
      Ric Edelman
      (CEO, The Edelman Financial Group)

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

      Tiburon CEO Summit
      XXVIII
      Speaker
      Coming Soon

        • BOS Option III: 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)

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

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

      1:30pm-2:30pm: Break-Out Sessions

      • Break-Out Sessions:
         
        • BOS Option 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)
          • Joseph 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
      Joseph Keefe
      (CEO, Pax World Funds)

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

      • Break-Out Sessions:
         
        • BOS Option II: Online Banking: The Real Leaders in the Online Revolution
        • Facilitated by Rob Klapprodt (President, Vestmark)
        • Tiburon Client Speakers
          • Jay Sidhu (CEO, Customers Bancorp)
          • Frank Trotter (Chairman, EverBank Global Markets)
          • To be announced
          • To be announced

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

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

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

      Tiburon CEO Summit
      XXVIII
      Speaker

      Coming Soon

      Tiburon CEO Summit
      XXVIII
      Speaker
      Coming Soon

      • Break-Out Sessions:
         
        • BOS Option III: Opportunities in the Institutional & International Markets
        • Facilitated by to be announced
        • Tiburon Client Speakers
          • Babu Sivadasan (President, Envestnet Retirement Solutions)
          • To be announced
          • To be announced
          • To be announced

      Tiburon CEO Summit
      XXVIII
      Facilitator
      Coming Soon

      Tiburon CEO Summit
      XXVIII
      Speaker
      Babu Sivadasan
      (President, Envestnet Retirement Solutions)

      Tiburon CEO Summit
      XXVIII
      Speaker
      Coming Soon

      Tiburon CEO Summit
      XXVIII
      Speaker
      Coming Soon

      Tiburon CEO Summit
      XXVIII
      Speaker
      Coming Soon


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

      2:45pm-3:45pm: General Session Panel Discussion

        • Investors: Venture Capital & Private Equity Firms Views
        • Facilitated by Randy Moore (Partner, Financial Services & Products Group, Alston & Bird)
        • Tiburon Client Speakers
          • Tim Draper (Founding Partner, Draper, Fisher, & Jurvetson)
          • Jim Lockhart (Vice Chairman, WL Ross & Company)
          • To be announced
          • To be announced

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

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

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

        Tiburon CEO Summit
        XXVIII
        Speaker
        Coming Soon

        Tiburon CEO Summit
        XXVIII
        Speaker
        Coming Soon

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

        4:00pm-4:45pm: General Session 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 20 minutes walking distance from the Ritz Carlton Hotel. Tiburon team members will lead groups to the restaurant from the Ritz Carlton Hotel lobby every ten minutes, leaving 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: 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
        XXVIII
        Facilitator
        Craig Gordon
        (Business Head, Clearing, DST Market Services)






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

        9:15am-10:15am: General Session Panel Discussi

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

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



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

          10:30am-11:30am: General Session 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
            Jon Stein
            (CEO, Betterment)

              11:30am-11:45am: Refreshments & Cell Phone Break

              11:45am-12:45pm: General Session Panel Discussion

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

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

              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)

              Tiburon CEO Summit
              XXVIII
              Speaker
              Coming Soon


                12:45pm-1:00pm: Tiburon CEO Summit XXVIII 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 XXVIII
                Spokesman
                David Canter
                (Executive Vice President, Practice Management & Consulting, Fidelity Institutional Wealth Services)

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

                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)

                Tiburon CEO Summit XXVIII
                Spokesman
                Coming Soon