Tiburon CEO Summit XXXVI - Meeting Agenda

Tiburon CEO Summit XXXVI will officially start at 7:45am on Tuesday, April 2, 2019, at The Wagner at the Battery (FKA The Ritz Carlton Hotel) in New York, NY, include a group dinner that night, and finish at 2:00pm on Wednesday, April 3, 2019.

More casually, Tiburon CEO Summit XXXVI will begin with a cocktail reception Monday, April 1, 2019, at 6:00pm.


Meeting Agenda

The planned agenda is as follows:

Monday, April 1, 2019


6:00pm-8:00pm: Cocktail Reception

  • Location: The Wagner at the Battery (FKA The Ritz Carlton Hotel) in New York, NY

Tuesday, April 2, 2019

7:00am-7:45am: Continental Breakfast

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

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

  • Presented by Coming Soon

Moderator

 

 

 

 

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

  • Ask the Consumers
  • Facilitated by Coming Soon
  • Consumers
    • Helen G.
    • Consumer #2 Coming Soon
    • Consumer #3 Coming Soon
    • Consumer #4 Coming Soon

Facilitator

Helen G.



Consumer #2


Consumer #3


Consumer #4


8:45am-9:00am: Break

9:00am-10:30am: Tiburon CEO Summit XXXVI - Keynote Presentation

  • The Top Six Wealth Management Industry Trends & Wealth Management Industry Strategic Activity
  • Presented by Chip Roame, Managing Partner, Tiburon Strategic Advisors
  • Introduced by Coming Soon

Keynote Presenter
Chip Roame
Managing Partner
Tiburon Strategic Advisors






10:30am-10:45am: Break

10:45am-11:30am: Tiburon Fireside Chat

  • Prior Tiburon CEO Summit Award Recipient Fireside Chat
  • Presented by Walt Bettinger, CEO, The Charles Schwab Corporation
  • Facilitated by Chip Roame, Managing Partner, Tiburon Strategic Advisors

Facilitator
Chip Roame
Managing Partner
Tiburon Strategic Advisors

Speaker
Walt Bettinger
CEO
The Charles Schwab Corporation

 

 


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

12:00pm-1:00pm

  • Roundtable Discussion I: Financial Advisor Channels: Trends in Captive & Independent Channels
    • Facilitated by Coming Soon
    • Speakers
      • Tom Bradley, CEO, Tom Bradley Advisors
      • Scott Curtis, President, Raymond James Financial Services
      • Jim Nagengast, CEO, Securities America
      • Coming Soon

    Facilitator

    Speaker
    Tom Bradley
    CEO
    Tom Bradley Advisors

    Speaker
    Scott Curtis
    President
    Raymond James Financial Services

    Speaker
    Jim Nagengast
    CEO
    Securities America

    Speaker

  • Roundtable Discussion II: Financial Advisor Technology
    • Facilitated by Coming Soon
    • Speakers
      • Lori Hardwick, President, Advisor Innovation Labs
      • Clara Shih, CEO, Hearsay Systems
      • Coming Soon
      • Coming Soon

    Facilitator

    Speaker
    Lori Hardwick
    President
    Advisor Innovation Labs

    Speaker
    Clara Shih
    CEO
    Hearsay Systems

    Speaker

    Speaker

  • Roundtable Discussion III: How Demographics Drive Change - Women & Millennials
    • Facilitated by Coming Soon
    • Speakers
      • Gayle Crowell, Senior Advisor, Warburg Pincus
      • Salene Hitchcock-Gear, President, Prudential Individual Life Insurance
      • Bridget McNamara-Fenesy, CEO, M Holdings Securities
      • Jan Molino, CEO, Aspire Ascend

    Facilitator

    Speaker
    Gayle Crowell
    Senior Advisor
    Warburg Pincus

    Speaker
    Salene Hitchcock-Gear
    President
    Prudential Individual Life Insurance

    Speaker
    Bridget McNamara-Fenesy
    CEO
    M Holdings Securities

    Speaker
    Jan Molino
    CEO
    Aspire Ascend

1:00pm-1:15pm: Break

1:15pm-2:15pm: Roundtable Discussions

  • Roundtable Discussion I: Ask the Leading Advisors
    • Facilitated by Coming Soon
    • Speakers
      • Ron Carson, CEO, Carson Wealth Management Group
      • Kim Fleming, CEO, Hefren-Tillotson
      • Kevin Mahn, President, Hennion & Walsh Asset Management
      • Al Zdenek, Executive Vice President, Mercer Advisors

    Facilitator

    Speaker
    Ron Carson
    CEO
    Carson Wealth Management Group

    Speaker
    Kim Fleming
    CEO
    Hefren-Tillotson

    Speaker
    Kevin Mahn
    President
    Hennion & Walsh Asset Management

    Speaker
    Al Zdenek
    Executive Vice President
    Mercer Advisors

  • Roundtable Discussion II: Discount Brokers, Robo Advisors, FANG Companies, & Other B2C Models
    • Facilitated by Coming Soon
    • Speakers
      • Ram Subramaniam, President, Fidelity Brokerage Services
      • Coming Soon
      • Coming Soon
      • Coming Soon

    Facilitator

    Speaker
    Ram Subramaniam
    President
    Fidelity Brokerage Services

    Speaker

    Speaker

    Speaker

  • Roundtable Discussion III: Investment Management 2.0: Indexing & Alternatives
    • Facilitated by Coming Soon
    • Speakers
      • Jim Dowd, President, North Capital
      • Harold Evensky, Chairman, Evensky & Katz/Foldes Financial Management
      • Hunter Horsley, CEO, Bitwise Asset Management
      • Coming Soon

    Facilitator

    Speaker
    Jim Dowd
    President
    North Capital

    Speaker
    Harold Evensky
    Chairman
    Evensky & Katz/Foldes Financial Management

    Speaker
    Hunter Horsley
    CEO
    Bitwise Asset Management

    Speaker

2:15pm-2:30pm: Break

2:30pm-2:45pm: Tiburon Impact Adventures

  • Speakers
    • Scott Hanson, Co-CEO, Hanson McClain
    • Craig Wietz, President, First Rate
  • Introduced by Coming Soon

Speaker
Scott Hanson
Co-CEO
Hanson McClain

Speaker
Craig Wietz
President
First Rate

 

 


2:45pm-3:30pm

  • General Session Panel Discussion: Views from Public Company CEOs
    • Facilitated by Coming Soon
    • Speakers
      • Tim Hockey, CEO, TD Ameritrade
      • Karl Roessner, CEO, E*Trade Financial Corporation
      • Coming Soon
      • Coming Soon

    Facilitator

    Speaker
    Tim Hockey
    CEO
    TD Ameritrade

    Speaker
    Karl Roessner
    CEO
    E*Trade Financial Corporation

    Speaker

    Speaker

3:30pm-3:45pm: Break

3:45pm-4:45pm: Tiburon Talks

  • Introduced by Coming Soon
  • Economy & Markets
    • Ed Yardeni, President, Yardeni Research
  • Savings Crisis in America
    • Coming Soon
  • Fiduciary & Suitability Standards
    • Knut Rostad, President, The Institute for the Fiduciary Standard
  • Fiduciary & Suitability Standards
    • Karen Barr, CEO, Investment Adviser Association (IAA)

Facilitator

Speaker
Ed Yardeni
President
Yardeni Research

Speaker

Speaker
Knut Rostad
President
The Institute for the Fiduciary Standard

Speaker
Karen Barr
CEO
Investment Adviser Association
(IAA)

 

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

  • Presented by Coming Soon

5:00pm-6:30pm: Free Time & Guided Walks to Dinner

  • Option #1: Meet in lobby of The Wagner at the Battery at 6:00pm
  • Option #2: Meet in lobby of The Wagner at the Battery at 6:15pm
  • Option #3: Meet in lobby of The Wagner at the Battery at 6:30pm

7:00pm-9:30pm: Tiburon CEO Summit XXXVI Dinner

  • Location: Delmonico's (56 Beaver St, New York, NY 10004) (212-509-1144)
  • 7:00pm-7:45pm: Cocktails & Appetizers
  • 7:45pm-9:30pm: Dinner

Wednesday, April 3, 2019

7:00am-7:45am: Continental Breakfast

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

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

  • Presented by Coming Soon

Moderator

 

 

 

 

8:00am-8:45am: Tiburon CEO Summit XXXVI; Key Trends Discussion Session (Four Thoughtful Tiburon Clients to be Invited to Stage to Participate in Key Trends Discussion Session)

  • Facilitated by Chip Roame, Managing Partner, Tiburon Strategic Advisors
  • Speakers
    • Tiburon Client Speaker #1 Announced Onsite
    • Tiburon Client Speaker #2 Announced Onsite
    • Tiburon Client Speaker #3 Announced Onsite
    • Tiburon Client Speaker #4 Announced Onsite
  • Introduced by Coming Soon

Facilitator
Chip Roame
Managing Partner
Tiburon Strategic Advisors

 

 

 

8:45am-9:00am: Break

9:00am-9:15am: Tiburon Skip & Chip's Excellent Adventures

  • Introduced by Coming Soon
  • Speakers
    • Craig Gordon, Chief of Strategic Development, RBC Correspondent & Advisor Services
    • Skip Schweiss, President, TD Ameritrade Trust Company

Speaker
Craig Gordon
Chief of Strategic Development
RBC Correspondent & Advisor Services

Speaker
Skip Schweiss
President

TD Ameritrade Trust Company

 



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

  • Financial Technology Mergers & Acquisitions
  • Facilitated by Coming Soon
  • Speakers
    • Coming Soon
    • Coming Soon
    • Coming Soon
    • Coming Soon

Facilitator

Speaker

Speaker

Speaker

Speaker

10:15am-10:30am: Break

10:30am-11:30am: Panel Discussion

  • Investment Management Firms Mergers & Acquisitions
  • Facilitated by Coming Soon
  • Speakers
    • Bruno del Ama, Former CEO, Global X
    • Nate Dalton, CEO, Affiliated Managers Group (AMG)
    • Coming Soon
    • Coming Soon

Facilitator

Speaker
Bruno del Ama
Former CEO
Global X

Speaker
Nate Dalton
CEO
Affiliated Managers Group (AMG)

Speaker

Speaker

11:30am-11:45am: Break

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

  • Financial Advisor Mergers & Acquisitions
  • Facilitated by Coming Soon
  • Speakers
    • Dave Barton, Vice Chairman, Mercer Advisors
    • Adam Birenbaum, CEO, Buckingham Family of Financial Services
    • Sandra Nesbit, Managing Director, Mercer Advisors
    • Elliot Weissbluth, CEO, HighTower

Facilitator

Speaker
Dave Barton
Vice Chairman
Mercer Advisors

Speaker
Adam Birenbaum
CEO
Buckingham Family of Financial Services

Speaker
Sandra Nesbit
Managing Director
Mercer Advisors

Speaker
Elliot Weissbluth
CEO
HighTower

12:45pm-1:45pm: Panel Discussion

  • Venture Capital & Private Equity
  • Facilitated by Coming Soon
  • Speakers
    • Coming Soon
    • Coming Soon
    • Coming Soon
    • Coming Soon

Facilitator

Speaker

Speaker

Speaker

Speaker

1:45pm-2:00pm: Tiburon CEO Summit XXXVI Recap & Closing

  • Presented by Coming Soon

2:00pm: Dismissal & Open Discussion