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 1:00pm on Wednesday, October 12, 2016.

More casually, Tiburon CEO Summit XXXI 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

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

Moderator
John Coyne
(Vice Chairman, Brinker Capital)


 

 

 

 

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

  • Ask the Consumers
  • Facilitated by David Canter (Executive Vice President, Practice Management & Consulting, Fidelity Institutional Wealth Services)
  • Consumers
    • Phil B.
    • Ilene G.
    • Bethany T.
    • Brian S.

Facilitator
David Canter
(Executive Vice President, Practice Management & Consulting, Fidelity Institutional Wealth Services)


 

 

 

 

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 John Coyne (Vice Chairman, Brinker Capital)

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






10:15am-10:30am: Break

10:30am-11:30am: 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)

 

 


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

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

  • Roundtable Discussion I: Financial Advisor Channels
    • Facilitated by Eric Clarke (CEO, Orion Advisor Services)
    • Speakers
      • Bernie Clark (Executive Vice President, Advisor Services, The Charles Schwab Corporation)
      • Christine Nigro (Vice chariman, Axa Advisors)
      • Coming Soon
      • Coming Soon

Facilitator
Eric Clarke
(CEO, Orion Advisor Services)

Speaker
Bernie Clark
(Executive Vice President, Advisor Services, The Charles Schwab Corporation)

Speaker
Christine Nigro
(Vice Chairman, Axa Advisors)

Speaker
Coming Soon

Speaker
Coming Soon

  • Roundtable Discussion II: Financial Advisors: Success Heavily Driven by Unique Sales & Marketing Methods
    • Facilitated by Bill Wostoupal (President, Northern Lights Distributors)
    • 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
Bill Wostoupal
(President, Northern Lights Distributors)

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)
    • Facilitated by Aaron Klein (CEO, Riskalyze)
    • Speakers
      • Josh Pace (CEO, Trust Company of America)
      • Lowell Putnam (CEO, Quovo)
      • John Wise (CEO, InvestCloud)
      • Justin Wisz (CEO, Vestorly)

Facilitator
Aaron Klein
(CEO, Riskalyze)

Speaker
Josh Pace
(CEO, Trust Company of America)

Speaker
Lowell Putnam
(CEO, Quovo)

Speaker
John Wise
(CEO, InvestCloud)

Speaker
Justin Wisz
(CEO, Vestorly)

12:45pm-1:00pm: Break

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

  • Roundtable Discussion I: Robo Advisors: Will they Survive & Thrive?
  • Facilitated by Chuck Lewis (Vice Chairman, MyVest Corporation)
    • Speakers
      • Tom Bradley (President, Retail Distribution, TD Ameritrade)
      • Bo Lu (CEO, FutureAdvisor)
      • Mike Sha (CEO, SigFig)
      • Andy Swan (CEO, LikeFolio)

Facilitator
Chuck Lewis
(Vice Chairman, MyVest Corporation)

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

Speaker
Bo Lu

(CEO, FutureAdvisor)

Speaker
Mike Sha
(CEO, SigFig)

Speaker
Andy Swan
(CEO, LikeFolio)

  • Roundtable Discussion II: Break-Away Brokers
  • Facilitated by Craig Gordon (Business Head, Clearing, DST Market Services)
  • Speakers
      • Russ Norwood (Founding Partner, Venturi Wealth Management)
      • Erik Strid (CEO, Concentus Wealth Advisors)
      • Bill VanDresser (Managing Partner, Legacy Wealth Advisors)
      • Tom Wagner (Partner, Summit Wealth Group)

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

Speaker
Russ Norwood
(Founding Partner, Venturi Wealth Management)

Speaker
Erik Strid
(CEO, Concentus Wealth Advisors)

Speaker
Bill VanDresser
(Managing Partner, Legacy Wealth Advisors)

Speaker
Tom Wagner
(Partner, Summit Wealth Group)

  • Roundtable Discussion III: Tech Disruptors (Back-Office)
    • Facilitated by Kevin Rafferty (CEO, Vertical Management Systems)
    • Speakers
      • Ken Arthur (Co-Founder, ETFengine)
      • Chris Kitze (CEO, Safe Cash)
      • Rob Klapprodt (President, Vestmark)
      • Joel Mandelbaum (CEO, Asset International)

Facilitator
Kevin Rafferty
(CEO, Vertical Management Systems)

Speaker
Ken Arthur
(Co-Founder, ETFengine)

Speaker
Chris Kitze
(CEO, Safe Cash)

Speaker
Rob Klapprodt
(President, Vestmark)

Speaker
Joel Mandelbaum
(CEO, Asset International)

2:00pm-2:15pm: Break

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

  • Speakers
    • Alex Potts (CEO, Loring Ward Group)
    • Skip Schweiss (President, TD Ameritrade Trust Company)
  • Introduced by John Coyne (Vice Chairman, Brinker Capital)

Speaker
Alex Potts
(CEO, Loring Ward Group)

Speaker
Skip Schweiss
(President, TD Ameritrade Trust Company)

 

 


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

  • Investment Managers: Active, Passive, & In Between
  • Facilitated by Mike Alfred (CEO, BrightScope)
  • Speakers
    • Marty Beaulieu (Executive Chairman, Altegris Investments)
    • Len Brennan (CEO, Russell Investments)
    • Kunal Kapoor (CEO, Morningstar)
    • Lee Kranefuss (Co-Founder, 55 Capital Partners)

Facilitator
Mike Alfred
(CEO, BrightScope)

Speaker
Marty Beaulieu
(Executive Chairman, Altegris Investments)

Speaker
Len Brennan
(CEO, Russell Investments)

Speaker
Kunal Kapoor
(CEO, Morningstar)

Speaker
Lee Kranefuss
(Co-Founder, 55 Capital Partners)

3:30pm-3:45pm: Break

3:45pm-4:45pm: Tiburon Talks

  • Facilitated by John Coyne (Vice Chairman, Brinker Capital)
  • The Federal Reserve & the Economy
    • Bob Heller (Former Governor, Federal Reserve Board, & Former CEO, Visa USA)
  • Consumer Savings
    • Jim Lockhart (Vice Chairman, WL Ross & Company)
  • The Fiduciary Standard
    • Skip Schweiss (President, TD Ameritrade Trust Company)

Facilitator
John Coyne
(Vice Chairman, Brinker Capital)

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

Speaker
Jim Lockhart
(Vice Chairman, WL Ross & Company)

Speaker
Skip Schweiss
(President, TD Ameritrade Trust Company)

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

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

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

  • Presented by Frank Trotter (Chairman, EverBank Global Markets)

Moderator
Frank Trotter
(Chairman, EverBank Global Markets)






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

  • Financial Services Strategic Activity
  • Presented by Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Introduced by Frank Trotter (Chairman, EverBank Global Markets)

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 Frank Trotter (Chairman, EverBank Global Markets)

Speaker
Scott Hanson
(Co-CEO, Hanson McClain)

Speaker
Aaron Klein
(CEO, Riskalyze)

 

 


9:15am-10:15am: Panel Discussion

  • Financial Advisor Mergers & Acquisitions (Buyers & Sellers)
  • Facilitated by Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Speakers
    • Mark Delfino (CEO, HoyleCohen)
    • Scott Grauer (CEO, BOSC, BOK Financial)
    • Michael Kossman (Chief Operating Officer, Aspiriant)
    • Nathan Mersereau (President, Planning Alternatives)

Facilitator
Chip Roame
(Managing Partner, Tiburon Strategic Advisors)

Speaker
Mark Delfino
(CEO, HoyleCohen)

Speaker
Scott Grauer
(CEO, BOSC, BOK Financial)

Speaker
Michael Kossman
(Chief Operating Officer, Aspiriant)

Speaker
Nathan Mersereau
(President, Planning Alternatives)

10:15am-10:30am: Break

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

  • Financial Technology Mergers & Acquisitions (Buyers & Sellers)
  • Facilitated by Stuart DePina (President, Envestnet Tamarac)
  • Speakers
    • Jon Baum (Executive Chairman, NorthStar Financial Services Group)
    • Anton Honikman (CEO, MyVest Corporation)
    • Ron Suber (President, Prosper Marketplace)
    • Steve McLaughlin (Managing Partner, Financial Technology Partners)

Facilitator
Stuart DePina
(President, Envestnet Tamarac)

Speaker
Jon Baum
(Executive Chairman, NorthStar Financial Services Group)

Speaker
Anton Honikman
(CEO, MyVest Corporation)

Speaker
Ron Suber
(President, Prosper Marketplace)

Speaker
Steve McLaughlin
(Managing Partner, Financial Technology Partners)

11:30am-11:45am: Break

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

  • Venture Capital & Private Equity
  • Facilitated by John Wotowicz (CEO, inStream Solutions)
  • Speakers
    • Todd Crockett (Managing Director, TA Associates)
    • Kyle Griswold (Partner, FTV Capital)
    • Doug Hammond (CEO, NFP)
    • Todd Ruppert (Founder, Ruppert International)

Facilitator
John Wotowicz
(CEO, inStream Solutions)

Speaker
Todd Crockett  (Managing Director, TA Associates)

Speaker
          Kyle Griswold           (Partner, FTV Capital)

Speaker
           Doug Hammond           (CEO, NFP)

Speaker
Todd Ruppert
(Founder, Ruppert International)


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

  • Presented by Frank Trotter (Chairman, EverBank Global Markets)

1:00pm: Dismissal & Open Discussion

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

Spokesperson
Rachel Monaghan
Tiburon Strategic Advisors

Spokesperson
Miriam Penin
Tiburon Strategic Advisors

Spokesperson
David Conover
(CEO, EverBank Wealth Management)

Spokesperson
David Smith
(Founding Publisher, Financial Advisor & Private Wealth Magazines)

Spokesperson
Craig Wietz
(President, First Rate)