Upcoming CEO Summit: Tiburon CEO Summit XXXIIII

Tiburon CEO Summit XXXIII will officially start at 7:45am on Tuesday, October 10, 2017, at the Ritz Carlton Hotel in San Francisco, CA, include a group dinner that night, and finish at 2:00pm on Wednesday, October 11, 2017.

More casually, Tiburon CEO Summit XXXIII will begin with a cocktail reception the prior evening Monday, October 9, 2017, at 6:00pm.


Meeting Agenda

The planned agenda is as follows:

Monday, October 9, 2017


6:00pm-8:00pm: Cocktail Reception

  • Location: Ritz Carlton Hotel in San Francisco, CA
  • 6:15pm-6:30pm: Tiburon Talk

    • Coming Soon
      • Presented by Coming Soon
      • Facilitated by Chip Roame (Managing Partner, Tiburon Strategic Advisors)

    Facilitator
    Chip Roame
    (Managing Partner, Tiburon Strategic Advisors)

    Speaker
    Coming Soon







Tuesday, October 10, 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 XXXIII Welcome

  • Presented by Craig Gordon (Chief of Strategic Development, RBC Correspondent & Advisor Services)

Moderator
Craig Gordon
(Chief of Strategic Development, RBC Correspondent & Advisor Services)

 

 

 

 

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

  • Ask the Consumers
  • Facilitated by Eric Clarke (CEO, Orion Advisor Services)
  • Consumers
    • Coming Soon
    • Coming Soon
    • Coming Soon
    • Coming Soon

Facilitator
Eric Clarke
(CEO, Orion Advisor Services)


8:45am-9:00am: Break

9:00am-10:30am: Keynote Day #1 Presentation

  • The Future of Wealth Management:
    The Top Ten Wealth Management Industry Trends & Ten Potential Disruptors
  • Presented by Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Introduced by Craig Gordon (Chief of Strategic Development, RBC Correspondent & Advisor Services)

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






10:30am-10:45am: Break

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

  • Tiburon CEO Summit Fireside Chat
  • Presented by Dave Butler (Co-CEO, Dimensional Fund Advisors)
  • Facilitated by Chip Roame (Managing Partner, Tiburon Strategic Advisors)

Facilitator
Chip Roame
(Managing Partner, Tiburon Strategic Advisors)

Speaker
Dave Butler
(Co-CEO, Dimensional Fund Advisors)

 

 


11:30am-11:45am: Break (please take lunch to your choice of 11:45am roundtable discussions)

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

  • Roundtable Discussion I: Financial Advisor Channels: Trends in Captive & Independent Channels
  • Facilitated by Stuart DePina (President, Envestnet Tamarac)
  • Speakers
    • Bill Van Law (President, Investment Advisors Division, Raymond James Financial)
    • Coming Soon
    • Coming Soon
    • Coming Soon

Facilitator
Stuart DePina (President, Envestnet Tamarac)

Speaker
Bill Van Law
(President, Investment Advisors Division, Raymond James Financial)

Speaker
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

  • Roundtable Discussion II: Investment Management: Active, Passive, & In Between
    • Facilitated Steven Miyao (President, DST Kasina)
    • Speakers
      • Coming Soon
      • Coming Soon
      • Coming Soon
      • Coming Soon

Facilitator
Steven Miyao
(President, DST Kasina)

Speaker
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

  • Roundtable Discussion III: Retirement Market: Retirement Plans, Rollovers, & the Fiduciary Standard
    • Facilitated by Roy Burns (Managing Director, TA Associates)
    • Speakers
      • Blaine Aikin (Executive Chairman, fi360)
      • Bob Guillocheau (CEO, Ascensus)
      • Babu Sivadasan (President, Envestnet Retirement Solutions)
      • Coming Soon

Facilitator
Roy Burns
(Managing Director, TA Associates

Speaker
Blaine Aikin
(Executive Chairman, fi360)

Speaker
Bob Guillocheau
(CEO, Ascensus)

Speaker
Babu Sivadasan
(President, Envestnet Retirement Solutions)

Speaker
Coming Soon

12:45pm-1:00pm: Break

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

  • Roundtable Discussion I: Discount Brokers, Robo Advisors, & Other B2C Models
  • Facilitated by Rob Klapprodt (President, Vestmark)
  • Speakers
    • Walter Cruttenden (Co-Founder, Acorns)
    • Peter deSilva (President, Scottrade)
    • Tobin McDaniel (President, Schwab Wealth Investment Advisory)
    • Coming Soon

Facilitator
Rob Klapprodt
(President, Vestmark)

Speaker
Walter Cruttenden

(Co-Founder, Acorns)

Speaker
Peter deSilva
(President, Scottrade)

Speaker
Tobin McDaniel
(President, Schwab Wealth Investment Advisory)

Speaker
Coming Soon

  • Roundtable Discussion II: Socially Responsible Investing & Impact Investing: Doing Well by Doing Good
    • Facilitated by Coming Soon
    • Speakers
      • Vivina Berla (Co-Managing Partner, Sarona Asset Management)
      • Tim Freundlich (President, ImpactAssets)
      • Kim Wright-Violich (Managing Partner, Tideline)
      • Coming Soon

Facilitator
Coming Soon

Speaker
Vivina Berla
(Co-Managing Partner, Sarona Asset Management)

Speaker
Tim Freundlich
(President, ImpactAssets)

Speaker
Kim Wright-Violich
(Managing Partner, Tideline)

Speaker
Coming Soon

  • Roundtable Discussion III: Financial Advisor Technology
    • Facilitated by Anton Honikman (CEO, MyVest Corporation)
    • Speakers
      • Colin Close (President, InvestCloud)
      • Ed O'Brien (CEO, eMoney Advisor)
      • Drew Sievers (CEO, Trizic)
      • Coming Soon

Facilitator
Anton Honikman
(CEO, MyVest Corporation)

Speaker
Colin Close
(President, InvestCloud)

Speaker
Ed O'Brien
(CEO, eMoney Advisor)

Speaker
Drew Sievers
(CEO, Trizic)

Speaker
Coming Soon

2:00pm-2:15pm: Break

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

  • Speakers
    • Alex Potts (CEO, Loring Ward Group)
    • Skip Schweiss (President, TD Ameritrade Trust Company)
  • Introduced by Craig Gordon (Chief of Strategic Development, RBC Correspondent & Advisor Services)

Speaker
Alex Potts
(CEO, Loring Ward Group)

Speaker
Skip Schweiss
(President, TD Ameritrade Trust Company)

 

 


2:30pm-3:15pm: Tiburon Fireside Chat: A Management Transition

  • Presented by Kunal Kapoor (CEO, Morningstar) & Joe Mansueto (Executive Chairman, Morningstar)
  • Facilitated by Chip Roame (Managing Partner, Tiburon Strategic Advisors)

Facilitator
Chip Roame
(Managing Partner, Tiburon Strategic Advisors)

Speaker
Kunal Kapoor
(CEO, Morningstar)

Speaker
Joe Mansueto
(Executive Chairman, Morningstar)

3:15pm-3:30pm: Break

3:30pm-4:30pm: Tiburon Talks

  • Introduced by Craig Gordon (Chief of Strategic Development, RBC Correspondent & Advisor Services)
  • Politics & The Regulatory Environment
    • Eric Cantor (Vice Chairman, Moelis & Company)
  • Coming Soon
    • Coming Soon
  • Coming Soon
    • Coming Soon

Speaker
Eric Cantor
(Vice Chairman, Moelis & Company)

Speaker
Coming Soon

Speaker
Coming Soon

4:30pm-4:45pm: Tiburon CEO Summit XXXIII Day #1 Recap & Closing

  • Presented by Craig Gordon (Chief of Strategic Development, RBC Correspondent & Advisor Services)

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

  • Transportation Option #1: Meet in lobby of Ritz Carlton Hotel no later than 5:10pm. Walk 20-25 minutes (downhill) to San Francisco ferry building. Board 5:45pm Tiburon ferry for arrival in Tiburon within sight of Corinthian Yacht Club at 6:15pm. 
  • Transportation Option #2: Meet in lobby of Ritz Carlton Hotel no later than 5:30pm. Board luxury bus for trip over Golden Gate Bridge to Tiburon. Arrive at Corinthian Yacht Club parking lot at 6:15pm-6:30pm (depending on traffic of course).
  • Transportation Option #3: Meet in lobby of Ritz Carlton Hotel no later than 6:00pm. Walk 20-25 minutes (downhill) to San Francisco ferry building. Board 6:55pm Tiburon ferry for arrival in Tiburon within sight of Corinthian Yacht Club at 7:25pm (slightly late for dinner)

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

  • Location: Corinthian Yacht Club at 43 Main Street, Tiburon, CA 94920
  • 6:30pm-7:30pm: Cocktails & Appetizers
  • 7:30pm-7:45pm: Tiburon Comments
    • Presented by Coming Soon
    • Facilitated by Chip Roame (Managing Partner, Tiburon Strategic Advisors)

Facilitator
Chip Roame
(Managing Partner, Tiburon Strategic Advisors)

Coming Soon





  • 7:45pm-9:30pm: Dinner & Dessert
  • Luxury busses will take guests back to the Ritz Carlton Hotel at 8:30pm, 8:50pm, & 9:10pm

    Wednesday, October 11, 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 XXXIII Day #2 Welcome

    • Presented by John Coyne (Vice Chairman, Brinker Capital)

    Moderator
    John Coyne
    (Vice Chairman,
    Brinker Capital)






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

    • Wealth Management Industry Strategic Activity
    • Presented by Chip Roame (Managing Partner, Tiburon Strategic Advisors)
    • Introduced by John Coyne (Vice Chairman, Brinker Capital)

    Speaker
    Chip Roame
    (Managing Partner, Tiburon Strategic Advisors)





    8:45am-9:00am: Break

    9:00am-9:15am: Tiburon Impact Adventures

    • Speakers
      • Scott Hanson (Co-CEO, Hanson McClain)
      • Craig Wietz (President, First Rate)
    • Introduced by John Coyne (Vice Chairman, Brinker Capital)

    Speaker
    Scott Hanson
    (Co-CEO, Hanson McClain)

    Speaker
    Craigt Wietz
    (President, First Rate)

     

     


    9:15am-10:00am: Panel Discussion

    • Investment Management Firm Mergers & Acquisitions
    • Facilitated by Mike Abelson (Executive Vice President, AssetMark)
    • Speakers
      • Cooper Abbott (President, Carillon Tower Advisors)
      • Coming Soon
      • Coming Soon
      • Coming Soon

    Facilitator
    Mike Abelson
    (Executive Vice
    President, AssetMark)

    Speaker
    Cooper Abbott
    (President, Carillon Tower Advisors)

    Speaker
    Coming Soon

    Speaker
    Coming Soon

    Speaker
    Coming Soon

    10:00am-10:15am: Break

    10:15am-11:15am: Panel Discussion

    • Financial Technology Mergers & Acquisitions
    • Facilitated by Bob Herrmann (CEO, Discovery Data)
    • Speakers
      • Justin Brownhill (Managing Partner, SenaHill Partners)
      • Buck Buckley (CEO, Actua Corporation)
      • Brendan Ryan (Co-Business Head, Technology & Services Investment Banking, Raymond James Financial)
      • Coming Soon

    Facilitator
    Bob Herrmann
    (CEO, Discovery Data)

    Speaker
    Justin Brownhill
    (Managing Partner, SenaHill Partners)

    Speaker
    Buck Buckley
    (CEO, Actua Corporation)

    Speaker
    Brendan Ryan
    (Co-Business Head, Technology & Services Investment Banking, Raymond James Financial)

    Speaker
    Coming Soon

    11:15am-11:30am: Break

    11:30am-12:30pm: Tiburon Fireside Chat

    • Financial Advisor Mergers & Acquisitions: An Example Transaction
    • Facilitated by Coming Soon
    • Speakers
      • Tif Joyce (President, Joyce Financial Management)
      • Dave Ryan (President, California, Upton Financial Group)
      • Ken Weise (CEO, Sonoma County Wealth Advisors)

    Facilitator
    Coming Soon

    Speaker
    Tif Joyce
    (President, Joyce Financial Management)

    Speaker
    Dave Ryan
    (President, California, Upton Financial Group)

    Speaker
    Kevin Weise
    (CEO, Sonoma County
    Wealth Advisors)

    12:30pm-12:45pm: Break

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

    • Venture Capital & Private Equity
    • Facilitated by Mike Alfred (CEO, BrightScope)
    • Speakers
      • Mark Beeston (Founding Partner, Illuminate Financial Management)
      • Vincenzo LaRuffa (Partner, Aquiline Capital Partners)
      • Alex Rampell (Partner, Andreessen Horowitz)
      • Schwark Satyavolu (Partner, Trinity Ventures)

    Facilitator
    Mike Alfred
    (CEO, BrightScope)

    Speaker
    Mark Beeston
    (Founding Partner, Illuminate Financial Management)

    Speaker
    Vincenzo LaRuffa
    (Partner, Aquiline Capital Partners)

    Speaker
    Alex Rampell
    (Partner, Andreessen Horowitz)

    Speaker
    Schwark Satyavolu
    (Partner, Trinity Ventures)

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

    • Presented by Chip Roame (Managing Partner, Tiburon Strategic Advisors) & John Coyne (Vice Chairman, Brinker Capital)

    2:00pm: Dismissal & Open Discussion

  •