Upcoming CEO Summit: Tiburon CEO Summit XXXII

Tiburon CEO Summit XXXII will officially start at 7:45am on Tuesday, April 4, 2017, at the Ritz Carlton Hotel (Battery Park) in New York, NY, include a group dinner that night, and finish at 1:00pm on Wednesday, April 5, 2017.

More casually, Tiburon CEO Summit XXXII will begin with a cocktail reception the prior evening Monday, April 3, 2017, at 6:00pm.


Meeting Agenda

The planned agenda is as follows:

Monday, April 3, 2017


6:00pm-9:00pm: Cocktail Reception

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

Tuesday, April 4, 2017

7:00am-7:45am: Continental Breakfast

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

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

  • Presented by Moderator Coming Soon

Moderator
Coming Soon


 

 

 

 

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

  • Ask the Consumers
  • Facilitated by Coming Soon
  • Consumers
    • Coming Soon
    • Coming Soon
    • Coming Soon
    • Coming Soon

Facilitator
Coming Soon


 

 

 

 

8:45am-9:00am: Break

9:00am-10:15am: Keynote Day #1 Presentation

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

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






10:15am-10:30am: Break

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

  • Prior Tiburon CEO Summit Award Recipient One-on-One Chat
  • Presented by Jack Bogle (Founder, The Vanguard Group)
  • Facilitated by Chip Roame (Managing Partner, Tiburon Strategic Advisors)

Facilitator
Chip Roame
(Managing Partner, Tiburon Strategic Advisors)

Speaker
Jack Bogle
(Founder, The Vanguard Group)

 

 


11:30am-11:45am: Break (please take lunch to your choice of 12:00pm roundtable discussion)

11:45am-12:45pm: Lunch & Roundtable Discussions

  • Roundtable Discussion I: Investment Management: Active, Passive & In Between
    • Facilitated by Coming Soon
    • Speakers
      • Tom Dorsey (CEO, Dorsey, Wright, & Associates)
      • David Musto (President, Great-West Investments)
      • Coming Soon
      • Coming Soon

Facilitator
Coming Soon

Speaker
Tom Dorsey
(CEO, Dorsey, Wright, & Associates)

Speaker
David Musto
(President, Great-West Investments)

Speaker
Coming Soon

Speaker
Coming Soon

  • Roundtable Discussion II: Robo Advisors: Will They Survive or Thrive?
    • Facilitated by Coming Soon
    • Speakers
      • Coming Soon
      • Coming Soon
      • Coming Soon
      • Coming Soon

Facilitator
Coming Soon

Speaker
Coming Soon

Speaker
Company Soon

Speaker
Coming Soon

Speaker
Coming Soon

  • Roundtable Discussion III: Technology Disruptors (Front-Office)
    • Facilitated by 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

12:45pm-1:00pm: Break

1:00pm-2:00pm: Roundtable Discussions

  • Roundtable Discussion I: Financial Advisor Channels
  • Facilitated by Coming Soon
  • Speakers
    • Lisa Dolly (CEO, Pershing)
    • Shirl Penney (CEO, Dynasty Financial Partners)
    • Coming Soon
    • Coming Soon

Facilitator
Coming Soon

Lisa Dolly
(CEO, Pershing)

Shirl Penney
(CEO, Dynasty Financial Partners)

Speaker
Coming Soon

Speaker
Coming Soon

  • Roundtable Discussion II: Consumer Finance: Innovation
  • Facilitated by Andrew Rudd (CEO, Advisor Software)
  • Speakers
    • Coming Soon
    • Coming Soon
    • Coming Soon
    • Coming Soon

Facilitator
Andrew Rudd
(CEO, Advisor Software)

Speaker
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

  • Roundtable Discussion III: Technology Disruptors (Back-Office)
    • Facilitated by 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

2:00pm-2:15pm: Break

2:15pm-2:30pm: Skip & Chip's Excellent Adventure 6.0

  • Speakers
    • Alex Potts (CEO, Loring Ward)
    • Skip Schweiss (President, TD Ameritrade Trust Company)
  • Introduced by Coming Soon

Alex Potts
(CEO, Loring Ward)

Speaker
Skip Schweiss
(President, TD Ameritrade Trust Company)

 

 


2:30pm-3:30pm: Tiburon Fireside Chat

  • Prior Tiburon CEO Summit Award Recipient One-on-One Chat
  • Presented by Dan Phillips (Managing Director, Morningstar)
  • Facilitated by Chip Roame (Managing Partner, Tiburon Strategic Advisors)

Facilitator
Chip Roame
(Managing Partner, Tiburon Strategic Advisors)

Speaker
Don Phillips
(Managing Director, Morningstar)

3:30pm-3:45pm: Break

3:45pm-4:45pm: Tiburon Talks

  • Singularity
    • Ric Edelman (Executive Chairman, Edelman Financial Services)
  • Coming Soon
  • Coming Soon


Speaker
Ric Edelman
(Executive Chairman, Edelman Financial Services)

Speaker
Coming Soon

Speaker
Coming Soon

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

  • Presented by Coming Soon

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

  • Walking Option #1: Meet in lobby of Ritz Carlton Hotel no later than 6:00pm.  
  • Walking Option #2: Meet in lobby of Ritz Carlton Hotel no later than 6:15pm.
  • Walking Option #3: Meet in lobby of Ritz Carlton Hotel no later than 6:30pm.

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

  • Delmonico's Restaurant at 56 Beaver Street, New York, NY 10004
  • Cocktails, Dinner, & Dessert

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 XXXII Day #2 Welcome

  • Presented by Coming Soon

Moderator
Coming Soon






8:00am-8:45am: Keynote Day #2 Presentation

  • Financial Services Strategic Activity
  • Presented by Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Introduced by Coming Soon

Speaker
Chip Roame
(Managing Partner, Tiburon Strategic Advisors)





8:45am-9:00am: Break

9:00am-9:15am: Tiburon Serving Others Adventure 1.0

  • Speakers
    • Scott Hanson (Co-CEO, Hanson McClain)
    • Aaron Klein (CEO, Riskalyze)
  • Introduced by Coming Soon

Scott Hanson
(Co-CEO, Hanson McClain)

Aaron Klein
(CEO, Riskalyze)

 

 


9:15am-10:15am: Tiburon Fireside Chat

  • Financial Advisor Mergers & Acquisitions: An Example Deal
  • Facilitated by Chip Roame
  • Speakers
    • John Bunch (President, Financial Engines Advisors)
    • Larry Raffone (CEO, Financial Engines)

Facilitator
Chip Roame
(Managing Partner, Tiburon Strategic Advisors)

Speaker
John Bunch
(President, Financial Engines Advisors)

Speaker
Larry Raffone

(CEO, Financial Engines)

10:15am-10:30am: Break

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

  • Financial Advisor Mergers & Acquisitions (Buyers & Sellers)
  • Facilitated by 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

11:30am-11:45am: Break

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

  • Financial Technology Mergers & Acquisitions (Buyers & Sellers)
  • Facilitated by Coming Soon
  • Speakers
    • John Clendening (CEO, Blucora)
    • Coming Soon
    • Coming Soon
    • Coming Soon

Facilitator
Coming Soon

Speaker
John Clendening
(CEO, Blucora)

Speaker
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

12:45am-1:00pm: Break

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

  • Venture Capital & Private Equity
  • Facilitated by Coming Soon
  • Speakers
    • Matt Harris (Managing Director, Bain Capital Ventures)
    • Jon Korngold (Managing Director, Portfolio Management, General Atlantic)
    • Coming Soon
    • Coming Soon

Facilitator
Coming Soon

Speaker
Matt Harris
(Managing Director, Bain Capital Ventures)

Speaker
Jon Korngold

(Managing Director, Portfolio Management, General Atlantic)

Speaker
Coming Soon

Speaker
Coming Soon

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

  • Presented by Coming Soon

2:15pm: Dismissal & Open Discussion

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

Spokesperson
Coming Soon

Spokesperson
Coming Soon

Spokesperson
Coming Soon

Spokesperson
Coming Soon

Key Tiburon staff who lead the planning aspects of Tiburon CEO Summits:

Samantha Kong
Event Marketing

Jacqueline Dragt
Client Services

Hully Fonseca
Database Management

Lupita Uribe
Digital Marketing