Upcoming CEO Summit: Tiburon CEO Summit XXIX

Tiburon CEO Summit XXIX will officially start at 7:45am on Tuesday, October 13, 2015, at the Ritz Carlton Hotel in San Francisco, CA, include a group dinner that night, and finish at 1:00pm on Wednesday, October 14, 2015.

More casually, Tiburon CEO Summit XXIX will begin with a cocktail reception the prior evening Monday, October 12, 2015, at 6:00pm.


Meeting Agenda

The planned agenda is as follows:

Monday, October 12, 2015


6:00pm-9:00pm: Cocktail Reception 

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

Tuesday, October 13, 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 XXIX Welcome

  • Presented by Craig Gordon (Business Head, Clearing, DST Market Services)

Moderator
Craig Gordon
(Business Head, Clearing, DST Market Services)


 

 

 

 

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

  • Economy & Markets
  • Facilitated by Dan Kern (President, Advisor Partners)
  • Tiburon Client Speakers
    • Zachary Karabell (Chief Global Strategist, Envestnet)
    • Coming Soon
    • Coming Soon
    • Coming Soon

Facilitator
Dan Kern
(President, Advisor Partners)

Speaker
Zachary Karabell
(Chief Global Strategist, Envestnet)

 

Speaker
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

9:00am-9:15am: Break

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

  • Ask the Consumers
  • Facilitated by John Coyne (Vice Chairman, Brinker Capital)
  • Consumer Panelists
    • Coming Soon
    • Coming Soon
    • Coming Soon
    • Coming Soon

Facilitator
John Coyne
(Vice Chairman, Brinker Capital)


 

 

 

 

10:15am-10:30am: Break

10:30am-11:45am: Keynote Presentation

  • The Future of Wealth Management
  • Presented by Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Introduced by Craig Gordon (Business Head, Clearing, DST Market Services)

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






11:45am-12:00pm: Break (please take lunch to your choice of 12:15pm panel discussion)

12:15pm-1:15pm: Lunch & Panel Discussions

  • Panel Discussion I: Online Channels
    • Facilitated by David Conover (President, Wealth Management & Brokerage, EverBank Financial)
    • Tiburon Client Speakers
      • Margaret Hartigan (CEO, Marstone)
      • Bo Lu (CEO, FutureAdvisor)
      • Brad Matthews (CEO, Trizic)
      • Hardeep Walia (CEO, Motif Investing)

Facilitator
David Conover
(President, Wealth Management & Brokerage, EverBank Financial)

Speaker
Margaret Hartigan
(CEO, Marstone)

Speaker
Bo Lu
(CEO, FutureAdvisor)

Speaker
Brad Matthews
(CEO, Trizic)

Speaker
Hardeep Walia
(CEO, Motif Investing)

 

  • Panel Discussion II: Financial Advisor Channels
    • Facilitated by Bob Herrmann (Executive Vice President, Discovery Data)
    • Tiburon Client Speakers
      • Joe Duran (CEO, United Capital)
      • John Rooney (Managing Principal, Commonwealth Financial Network)
      • Amy Webber (President, Cambridge Investment Research)
      • Elliot Weissbluth (CEO, HighTower)

Facilitator
Bob Herrmann
(Executive Vice President, Discovery Data)

Speaker
Joe Duran
(CEO, United Capital)

Speaker
John Rooney
(Managing Principal, Commonwealth Financial Network)

Speaker
Amy Webber
(President, Cambridge Investment Research)

Speaker
Elliot Weissbluth
(CEO, HighTower)

1:15pm-1:30pm: Break

1:30pm-2:30pm: Panel Discussions

  • Panel Discussion I: Hedge Funds & Other Alternative Investments
    • Facilitated by Mike Alfred (CEO, BrightScope)
    • Tiburon Client Speakers
      • Adam Blitz (CEO, Evanston Capital Management)
      • Matt Brown (CEO, CAIS)
      • Tom Florence (CEO, 361 Capital)
      • Bob Worthington (President, Hatteras Funds)


Facilitator
Mike Alfred
(CEO, BrightScope)

Speaker
Adam Blitz
(CEO, Evanston Capital Management)

Speaker
Matt Brown
(CEO, CAIS)

Speaker
Tom Florence
(CEO, 361 Capital)

Speaker
Bob Worthington
(President, Hatteras Funds)

  • Panel Discussion II: The Defined Contribution Market & the Department of Labor Regulatory Proposal
    • Facilitated by Rob Klapprodt (President, Vestmark)
    • Tiburon Client Speakers
      • Blaine Aikin (CEO, fi360)
      • Babu Sivadasan (President, Envestnet Retirement Solutions)
      • Spencer Williams (CEO, Retirement Clearinghouse)
      • Coming Soon

Facilitator
Rob Klapprodt
(President, Vestmark)

Speaker
Blaine Aikin
(CEO, fi360)

Speaker
Babu Sivadasan
(President, Envestnet Retirement Solutions)

Speaker
Spencer Williams
(CEO, Retirement Clearinghouse)

Speaker
Coming Soon

  • Panel Discussion III: Financial Advisors
    • Facilitated by Chuck Lewis (Vice Chairman, MyVest)
    • Tiburon Client Speakers
      • Ray Ferrara (CEO, ProVise Management Group)
      • Scott Hanson (Co-CEO, Hanson McClain)
      • Coming Soon
      • Coming Soon

Facilitator
Chuck Lewis
(Vice Chairman, MyVest)

Speaker
Ray Ferrara
(CEO, ProVise Management Group)

Speaker
Scott Hanson
(Co-CEO, Hanson McClain)

Speaker
Coming Soon

Speaker
Coming Soon

2:30pm-2:45pm: Break

2:45pm-3:30pm: Guest Presentation

  • Newsmaker One-on-One Chat
  • Presented by Eduardo Repetto (Co-CEO, Dimensional Fund Advisors)
  • Facilitated by Chip Roame (Managing Partner, Tiburon Strategic Advisors)

Facilitator
Chip Roame
(Managing Partner, Tiburon Strategic Advisors)

Speaker
Eduardo Repetto
(Co-CEO, Dimensional Fund Advisors)

 

 



3:30pm-3:45pm: Break

3:45pm-4:45pm: Panel Discussion

  • Financial Technology Mergers & Acquisitions (Buyers & Sellers)
  • Facilitated by Randy Moore (Partner, Alston & Bird)
  • Tiburon Client Speakers
      • Stuart DePina (President, Envestnet Tamarac)
      • Pete Hess (CEO, Advent Software)
      • Michael Pinkser (CEO, Docupace Technologies)
      • Coming Soon

Facilitator
Randy Moore
(Partner, Alston & Bird)

Speaker
Stuart DePina
(President, Envestnet Tamarac)

Speaker
Pete Hess
(CEO, Advent Software)

Speaker
Michael Pinsker
(CEO, Docupace Technologies)

Speaker
Coming Soon

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

  • Presented by Craig Gordon (Business Head, Clearing, DST Market Services)

5:00pm-6:30pm: Free Time & Transportation to Dinner at the Corinthian Yacht Club in Tiburon

  • Ferry boat option #1: walking departure from the hotel lobby (group will leave lobby promptly at 5:05pm) 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 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 XXIX Group Dinner

  • Corinthian Yacht Club is located at 43 Main Street, Tiburon, CA 94920 (415-435-4771)

Wednesday, October 14, 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 XXIX Day #2 Welcome

  • Presented by Frank Trotter (Executive Vice President, Chairman Global Markets, EverBank Financial)

 

Moderator
Frank Trotter
(Executive Vice President, Chairman Global Markets, EverBank Financial)





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

  • Financial Advisor Mergers & Acquisitions (Buyers & Sellers)
  • Facilitated by Bill Wostoupal (President, Northern Lights Distributors)
  • Tiburon Client Speakers
    • Bruce Cameron (CEO, Berkshire Capital Securities)
    • Jeff Dekko (CEO, Wealth Enhancement Group)
    • Coming Soon
    • Coming Soon

Facilitator
Bill Wostoupal
(President, Nothern Lights Distributors)

Speaker
Bruce Cameron
(CEO, Berkshire Capital Securities)

Speaker
Jeff Dekko
(CEO, Wealth Enhancement Group)

Speaker
Coming Soon

Speaker
Coming Soon

9:00am-9:15am: Break

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

  • Venture Capital Alley
  • Facilitated by Bob Mehringer (Executive Vice President, FolioDynamix)
  • Tiburon Client Speakers
    • Aaron Klein (CEO, Riskalyze)
    • Jan Kolbusz (Founder, Decimal Software)
    • Clara Shih (CEO, Hearsay Social)
    • Coming Soon

Facilitator
Bob Mehringer
(Executive Vice President, FolioDynamix)

Speaker
Aaron Klein
(CEO, Riskalyze)

Speaker
Jan Kolbusz
(Founder, Decimal Software)

Speaker
Clara Shih
(CEO, Hearsay Social)

Speaker
Coming Soon


10:15am-10:30am: Break

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

  • Venture Capital Partners
  • Facilitated by Katherine Calvert (Chief Marketing Officer, Advent Software)
  • Tiburon Client Speakers
    • Patricia Nakache (General Partner, Trinity Ventures)
    • Coming Soon
    • Coming Soon
    • Coming Soon

Facilitator
Katherine Calvert
(Chief Marketing Officer, Advent Software)

Speaker
Patricia Nakache
(General Partner, Trinity Ventures)

Speaker
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

11:30am-11:45am: Break (please bring lunch to 11:45am panel)

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

  • Private Equity Partners
  • Facilitated by Brad Bernstein (Partner, FTV Capital)
  • Tiburon Client Speakers
    • Spencer Hoffman (Managing Director, Lovell Minnick Partners)
    • Hans Morris (Managing Director, Nyca Partners)
    • Hal Strong (Operating Executive, Genstar Capital)
    • Allen Thorpe (Managing Director, Hellman & Friedman)

Facilitator
Brad Bernstein
(Partner, FTV Capital)

Speaker
Spencer Hoffman
(Managing Director, Lovell Minnick Partners)

Speaker
Hans Morris
(Managing Director, Nyca Partners)

Speaker
Hal Strong
(Operating Executive, Genstar Capital)

Speaker
Allen Thorpe
(Managing Director, Hellman & Friedman)


12:45pm-1:00pm: Tiburon CEO Summit XXIX Recap & Closing

  • Presented by Frank Trotter (Executive Vice President, Chairman Global Markets, EverBank Financial) & 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:

Spokeswoman
Kerry Calhoun
(Tiburon Strategic Advisors)

Spokeswoman
Mimi Carsley
(Executive Vice President, LPL Financial)

Spokeswoman
Catie Tobin
(Business Head, Correspondent & Advisor Services, RBC Wealth Management US)

Spokesman
Craig Wietz
(President, First Rate)


Spokesman
Coming Soon