Upcoming CEO Summit: Tiburon CEO Summit XXXI

Tiburon CEO Summit XXXI will officially start at 7:45am on Tuesday, October 11, 2016, at the Ritz Carlton Hotel in San Francisco, CA, include a group dinner that night, and finish at 2:15pm on Wednesday, October 12, 2016.

More casually, Tiburon CEO Summit XXX will begin with a cocktail reception the prior evening Monday, October 10, 2016, at 6:00pm.


Meeting Agenda

The planned agenda is as follows:

Monday, October 10, 2016


6:00pm-9:00pm: Cocktail Reception 

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

Tuesday, October 11, 2016

7:00am-7:45am: Continental Breakfast

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

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

  • Presenter coming soon

Moderator
Coming Soon


 

 

 

 

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

  • Ask the Consumers
  • Facilitator Coming Soon
  • Consumers
    • Bethany T.
    • Coming Soon
    • Coming Soon
    • Coming Soon

Facilitator
Coming Soon


 

 

 

 

8:45am-9:00am: Break

9:00am-10:30am: Keynote Presentation

  • The Future of Wealth Management
  • Presented by Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Introduced by...

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






10:30am-10:45am: Break

10:45am-11:45am: Guest Presentation

  • Prior Tiburon CEO Summit Award Recipient One-on-One 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 discussion)

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

  • Roundtable Discussion I: The Economy, the Fed, & the Regulatory Environment
    • Facilitator Coming Soon
    • Speakers
      • Bob Heller (Former Governor, Federal Reserve Board, & Former CEO, Visa USA)
      • Coming Soon
      • Coming Soon
      • Coming Soon

Facilitator
Coming Soon

Speaker
Bob Heller
(Former Governor, Federal Reserve Board, & Former CEO, Visa USA)

Speaker
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

  • Financial Advisors: Success Heavily Driven by Unique Sales & Marketing Methods
    • Facilitator Coming Soon
    • Speakers
      • Alan Clopine (CEO, Pure Financial Advisors)
      • Bob Moser (CEO, Laird Norton Wealth Management)
      • Steve Savage (CEO, Litman Gregory)
      • Jane Williams (Chairman, Sand Hill Global Advisors)

Facilitator
Coming Soon

Speaker
Alan Clopine
(CEO, Pure Financial Advisors)

Speaker
Bob Moser
(CEO, Laird Norton Wealth Management)

Speaker
Steve Savage
(CEO, Litman Gregory)

Speaker
Jane Williams
(Chairman, Sand Hill Global Advisors)

  • Roundtable Discussion III: Tech Disruptors (Front-Office)
    • Facilitator Coming Soon
    • Speakers
      • John Wise (CEO, InvestCloud)
      • Justin Wisz (CEO, Vestorly)
      • Coming Soon
      • Coming Soon

Facilitator
Coming Soon

Speaker
John Wise
(CEO, InvestCloud)

Speaker
Justin Wisz
(CEO, Vestorly)

Speaker
Coming Soon

Speaker
Coming Soon

1:00pm-1:15pm: Break

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

  • Roundtable Discussion I: Hedge Funds & Liquid Alternatives
  • Facilitator Coming Soon
    • Speakers
      • Coming Soon
      • Coming Soon
      • Coming Soon
      • Coming Soon

Facilitator
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

  • Roundtable Discussion II: Robo Advisors: Will they Survive & Thrive?
  • Facilitator Coming Soon
    • Speakers
      • Tom Bradley (President, Retail Distribution, TD Ameritrade)
      • Bo Lu (CEO, FutureAdvisor)
      • Mike Sha (CEO, SigFig)
      • Coming Soon

Facilitator
Coming Soon

Speaker
Tom Bradley
(President, Retail Distribution, TD Ameritrade)

Speaker
Bo Lu

(CEO, FutureAdvisor)

Speaker
Mike Sha
(CEO, SigFig)

Speaker
Coming Soon

  • Roundtable Discussion III: Tech Disruptors (Back-Office)
    • Facilitator Coming Soon
    • Speakers
      • Rob Klapprodt (President, Vestmark)
      • Coming Soon
      • Coming Soon
      • Coming Soon

Facilitator
Coming Soon

Speaker
Rob Klapprodt
(President, Vestmark)

Speaker
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

2:15pm-2:30pm: Break

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

  • Break-Away Brokers
  • Facilitator Coming Soon
  • Speakers
    • Russ Norwood (Founding Partner, Venturi Wealth Management)
    • Erik Strid (CEO, Concentus Wealth Advisors)
    • Tom Wagner (Partner, Summit Wealth Group)
    • Coming Soon

Facilitator
Coming Soon

Speaker
Russ Norwood
(Founding Partner, Venturi Wealth Management)

Speaker
Erik Strid
(CEO, Concentus Wealth Advisors)

Speaker
Tom Wagner
(Partner, Summit Wealth Group)

Speaker
Coming Soon

3:30pm-3:45pm: Break

3:45pm-4:45pm: Guest Presentation

  • Prior Tiburon CEO Summit Award Recipient One-on-One Chat
  • Presenter Coming Soon
  • Facilitator Coming Soon

Facilitator
Coming Soon

Speaker
Coming Soon

 

 


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

  • Presenter coming soon

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

6:30pm-9:30pm: Tiburon CEO Summit XXXI Dinner

Wednesday, October 12, 2016

7:00am-7:45am: Continental Breakfast

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

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

  • Presenter Coming Soon

Moderator
Coming Soon

 






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

  • Investment Managers: Active, Passive, & In Between
  • Presenter Coming Soon
  • Facilitator Coming Soon

Facilitator
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

9:00am-9:15am: Break

9:15am-10:15am: Panel Discussion

  • Financial Advisor Mergers & Acquisitions (Buyers & Sellers)
  • Facilitator Coming Soon
  • Speakers
    • Mark Delfino (CEO, HoyleCohen)
    • Colleen Lindstrom (CEO, Merriman Wealth Management)
    • Nathan Mersereau (President, Planning Alternatives)
    • Coming Soon

Facilitator
Coming Soon

Speaker
Mark Delfino (CEO, HoyleCohen)

Speaker
Colleen Lindstrom (CEO, Merriman Wealth Management)

Speaker
Nathan Mersereau (President, Planning Alternatives)

Speaker
Coming Soon

10:15am-10:30am: Break

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

  • Financial Services Mergers & Acquisitions (Buyers & Sellers)
  • Facilitator Coming Soon
  • Speakers
    • Coming Soon
    • Coming Soon
    • Coming Soon
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Facilitator
Coming Soon

Speaker
Coming Soon

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Speaker
Coming Soon

11:30am-11:45am: Break

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

  • Financial Technology Mergers & Acquisitions (Buyers & Sellers)
  • Facilitator Coming Soon
  • Speakers
    • Coming Soon
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Facilitator
Coming Soon

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12:45pm-1:00pm: Break

1:00pm-2:00pm: Panel Discussion

  • Venture Capital & Private Equity
  • Facilitator Coming Soon
  • Speakers
    • Todd Crockett (Managing Director, TA Associates)
    • Doug Hammond (CEO, NFP)
    • Coming Soon
    • Coming Soon

Facilitator
Coming Soon

Speaker
Todd Crockett
(Managing Director, TA Associates)

Speaker
Doug Hammond
(CEO, NFP)

Speaker
Coming Soon

Speaker
Coming Soon


2:00pm-2:15pm: Tiburon CEO Summit XXXI Recap & Closing

  • Presenter Coming Soon

2:15pm: Dismissal & Open Discussion

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

Spokesperson
Kerry Calhoun
(Tiburon Strategic Advisors)

Spokesperson
Coming Soon

Spokesperson
Coming Soon

Spokesperson
Coming Soon

Spokesperson
Coming Soon