Upcoming CEO Summit: Tiburon CEO Summit XXVIII

Tiburon CEO Summit XXVIII will officially start at 7:45am on Tuesday, April 7, 2015, at the Ritz Carlton Hotel in New York, NY (Battery Park), include a group dinner that night and finish at 1:00pm on Wednesday, April 8, 2015.

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


Meeting Agenda

The planned agenda is as follows:

Monday, April 6, 2015


6:00pm-9:00pm: Cocktail Reception 

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

Tuesday, April 7, 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 XXVIII Welcome

  • Presented by Skip Schweiss (President, TD Ameritrade Trust Company)

 

Tiburon CEO Summit XXVIII
Moderator
Skip Schweiss
(President, TD Ameritrade Trust Company)





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

  • Ask the Consumers
  • Facilitated by Craig Gordon (Business Head, Clearing, DST Market Services)
  • Consumer Panelists
    • To be announced
    • To be announced
    • To be announced
    • To be announced

Tiburon CEO Summit
XXVIII
Facilitator
Craig Gordon
(Business Head, Clearing, DST Market Services)


 

 

 

 

9:00am-9:15am: Cell Phone Break

9:15am-10:45am: Keynote Presentation

    • The Future of Wealth Management
    • Presented by Chip Roame (Managing Partner, Tiburon Strategic Advisors)
    • Introduced by Skip Schweiss (President, TD Ameritrade Trust Company)

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






    10:45am-11:00am: Refreshments & Cell Phone Break

    11:00am-12:00pm: Panel Discussion

    • Talking through the Multitude of Financial Advisor Channels
    • Facilitated by Bob Herrmann (Executive Vice President, Discovery Data)
    • Tiburon Client Speakers
      • Jud Bergman (CEO, Envestnet)
      • Tad Edwards (CEO, Benjamin Edwards & Company)
      • Alexandra Lebenthal (CEO, Lebenthal Holdings)
      • Erica McGinnis (CEO, AIG Advisor Group)

    Tiburon CEO Summit
    XXVIII
    Facilitator
    Bob Herrmann
    (Executive Vice President, Discovery Data)

    Tiburon CEO Summit
    XXVIII
    Speaker
    Jud Bergman
    (CEO, Envestnet)

    Tiburon CEO Summit
    XXVIII
    Speaker
    Tad Edwards
    (CEO, Benjamin Edwards & Company)

    Tiburon CEO Summit
    XXVIII
    Speaker
    Alexandra Lebenthal
    (CEO, Lebenthal Holdings)


    Tiburon CEO Summit
    XXVIII
    Speaker
    Erica McGinnis
    (CEO, AIG Advisor Group)

      12:00pm-12:15pm: Cell Phone Break

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

      • Panel Discussions:
         
        • Panel Discussion I: The Emergence of Socially Responsible Investing & Impact Investing
        • Facilitated by Ron Cordes (Co-Chairman, AssetMark)
        • Tiburon Client Speakers
          • Bob Caruso (Chairman, Impact Republic)
          • Gil Crawford (CEO, MicroVest Capital Management)
          • Joe Keefe (CEO, Pax World Funds)
          • John Streur (CEO, Calvert Investments)

      Tiburon CEO Summit
      XXVIII
      Facilitator
      Ron Cordes
      (Co-Chairman, AssetMark)

      Tiburon CEO Summit
      XXVIII
      Speaker
      Bob Caruso
      (Chairman, Impact Republic)

      Tiburon CEO Summit
      XXVIII
      Speaker
      Gil Crawford
      (CEO, MicroVest Capital Management)

      Tiburon CEO Summit
      XXVIII
      Speaker
      Joe Keefe
      (CEO, Pax World Funds)

      Tiburon CEO Summit
      XXVIII
      Speaker
      John Streur
      (CEO, Calvert Investments)

       

        • Panel Discussion II: Online Banking: The Real Leaders in the Online Revolution
        • Facilitated by Rob Klapprodt (President, Vestmark)
        • Tiburon Client Speakers
          • Anil Arora (CEO, Yodlee)
          • Scott Ryles (Chief Operating Officer, Kleiner, Perkins, Caufield, & Byers)
          • Jay Sidhu (CEO, Customers Bancorp)
          • Frank Trotter (Chairman, EverBank Global Markets)

      Tiburon CEO Summit
      XXVIII
      Facilitator
      Rob Klapprodt
      (President, Vestmark)

      Tiburon CEO Summit
      XXVIII
      Speaker
      Anil Arora
      (CEO, Yodlee)

      Tiburon CEO Summit
      XXVIII
      Speaker
      Scott Ryles
      (Chief Operating Officer, Kleiner, Perkins, Caufield, & Byers)

      Tiburon CEO Summit
      XXVIII
      Speaker
      Jay Sidhu
      (CEO, Customers Bancorp)

      Tiburon CEO Summit
      XXVIII
      Speaker
      Frank Trotter
      (Chairman, EverBank Global Markets)

      • Please take lunch to your choice of break-out sessions

      1:15pm-1:30pm: Cell Phone Break

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

        • Panel Discussion I: Insights from Leading Financial Advisors
        • Facilitated by David Canter (Executive Vice President, Practice Management & Consulting, Fidelity Institutional Wealth Services)
        • Tiburon Client Speakers
          • Marty Bicknell (CEO, Mariner Holdings)
          • Ric Edelman (CEO, Edelman Financial Services)
          • Bob Glovsky (Vice Chairman, The Colony Group)
          • Steve Lockshin (Founder, Convergent Wealth Advisors)

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

      Tiburon CEO Summit
      XXVIII
      Speaker
      Marty Bicknell
      (CEO, Mariner Holdings)

      Tiburon CEO Summit
      XXVIII
      Speaker
      Ric Edelman
      (CEO, Edelman Financial Services)

      Tiburon CEO Summit
      XXVIII
      Speaker
      Bob Glovsky
      (Vice Chairman, The Colony Group)

      Tiburon CEO Summit
      XXVIII
      Speaker
      Steve Lockshin
      (Founder, Convergent Wealth Advisors)


       

        • Panel Discussion II: Opportunities in the Institutional & International Markets
        • Facilitated by Skip Schweiss (President, TD Ameritrade Trust Company)
        • Tiburon Client Speakers
          • James McCool (Executive Vice President, The Charles Schwab Corporation)
          • Babu Sivadasan (President, Envestnet Retirement Solutions)
          • Greg Tschider (CEO, Verisight)
          • To be announced

      Tiburon CEO Summit
      XXVIII
      Facilitator
      Skip Schweiss
      (President, TD Ameritrade Trust Company)

      Tiburon CEO Summit
      XXVIII
      Speaker
      James McCool
      (Executive Vice President, The Charles Schwab Corporation)

      Tiburon CEO Summit
      XXVIII
      Speaker
      Babu Sivadasan
      (President, Envestnet Retirement Solutions)

      Tiburon CEO Summit
      XXVIII
      Speaker
      Greg Tschider
      (CEO, Verisight)

      Tiburon CEO Summit
      XXVIII
      Speaker
      Coming Soon


      2:30pm-2:45pm: Cell Phone Break

      2:45pm-3:45pm: Panel Discussion

      • The Emergence of Online Advice
      • Facilitated by David Conover (President, Wealth Management & Brokerage, EverBank Financial)
      • Tiburon Client Speakers
        • Tom Bradley (President, Retail Distribution, TD Ameritrade)
        • John Patterson (CEO, NextCapital)
        • Mike Sha (CEO, SigFig)
        • Jon Stein (CEO, Betterment)

      Tiburon CEO Summit
      XXVIII
      Facilitator
      David Conover
      (President, Wealth Management & Brokerage, EverBank Financial)

      Tiburon CEO Summit
      XXVIII
      Speaker
      Tom Bradley
      (President, Retail Distribution, TD Ameritrade)

      Tiburon CEO Summit
      XXVIII
      Speaker
      John Patterson
      (CEO, NextCapital)

      Tiburon CEO Summit
      XXVIII
      Speaker
      Mike Sha
      (CEO, SigFig)

      Tiburon CEO Summit
      XXVIII
      Jon Stein
      (CEO, Betterment)

       

      3:45pm-4:00pm: Refreshments & Cell Phone Break

      4:00pm-4:45pm: Guest Presentation

      • Newsmaker One-on-One Chat
      • Presented by John Taft (CEO, RBC Wealth Management US)
      • Facilitated by Chip Roame (Managing Partner, Tiburon Strategic Advisors)

      Tiburon CEO Summit
      XXVIII
      Facilitator
      Chip Roame
      (Managing Partner, Tiburon Strategic Advisors)

      Tiburon CEO Summit
      XXVIII
      John Taft
      (CEO, RBC Wealth Management US)

       

       


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

      • Presented by Skip Schweiss (President, TD Ameritrade Trust Company)

      5:00pm-6:30pm: Free Time & Group Walk to Delmonico's

      • Group walk option: Delmonico's is about 20 minutes walking distance from the Ritz Carlton Hotel. Tiburon team members will lead groups to the restaurant from the Ritz Carlton Hotel lobby every ten minutes, leaving at 6:10pm, 6:20pm, 6:30pm, 6:40pm, & 6:50pm 

      6:30pm-9:30pm: Tiburon CEO Summit XXVIII Group Dinner

      • Delmonico's Restaurant is located at 56 Beaver Street, New York, NY 10004 (212-509-1144)
      • 6:30pm-9:30pm: Cocktails & Dinner
      • Dinner sized portions of steak, fish, & other signature Delmonico's dishes with passed hors d'oeuvres and self serve stations with open seating to facilitate discussion between Tiburon clients

      Wednesday, April 8, 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 XXVIII Day #2 Welcome

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

       

      Tiburon CEO Summit XXVIII
      Moderator
      Frank Trotter
      (Chairman, EverBank Global Markets)





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

      • Investors: Venture Capital & Private Equity Firms Views
      • Facilitated by Randy Moore (Partner, Financial Services & Products Group, Alston & Bird)
      • Tiburon Client Speakers
        • Brad Bernstein (Partner, FTV Capital)
        • Roy Burns (Managing Director, TA Associates)
        • Tim Draper (Founding Partner, Draper, Fisher, & Jurvetson)
        • Jim Lockhart (Vice Chairman, WL Ross & Company)

      Tiburon CEO Summit
      XXVIII
      Facilitator
      Randy Moore
      (Partner, Financial Services & Products Group, Alston & Bird)

      Tiburon CEO Summit
      XXVIII
      Speaker
      Brad Bernstein
      (Partner, FTV Capital)

      Tiburon CEO Summit
      XXVIII
      Speaker
      Roy Burns
      (Managing Director, TA Associates)

      Tiburon CEO Summit
      XXVIII
      Speaker
      Tim Draper
      (Founding Partner, Draper, Fisher, & Jurvetson)

      Tiburon CEO Summit
      XXVIII
      Speaker
      Jim Lockhart
      (Vice Chairman, WL Ross & Company)


      9:00am-9:15am: Cell Phone Break

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

      • Celebrate the Award Winners
      • Facilitated by Chip Roame (Managing Partner, Tiburon Strategic Advisors)
      • Tiburon CEO Summit Award Winners
        • Mark Casady (CEO, LPL Financial Holdings & Tiburon CEO Summit Award Winner)
        • Don Phillips (Managing Director, Morningstar & Tiburon CEO Summit Award Winner)


        Tiburon CEO Summit
        XXVIII
        Facilitator
        Chip Roame
        (Managing Partner, Tiburon Strategic Advisors)

        Tiburon CEO Summit
        XXVIII
        Speaker
        Mark Casady
        (CEO, LPL Financial Holdings & Tiburon CEO Summit Award Winner)

        Tiburon CEO Summit
        XXVIII
        Speaker
        Don Phillips
        (Managing Director, Morningstar & Tiburon CEO Summit Award Winner)



        10:15am-10:30am: Cell Phone Break

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

        • Venture Capital Alley: Emerging Innovative Technology
        • Facilitated by Eric Clarke (President, Orion Advisor Services)
        • Tiburon Client Speakers
          • Mike Alfred (CEO, BrightScope)
          • Lowell Putnam (CEO, Quovo)
          • Andrew Rudd (CEO, Advisor Software)
          • John Wotowicz (CEO, InStream Solutions)

        Tiburon CEO Summit
        XXVIII
        Facilitator
        Eric Clarke
        (President, Orion Advisor Services)

        Tiburon CEO Summit
        XXVIII
        Speaker
        Mike Alfred
        (CEO, BrightScope)

        Tiburon CEO Summit
        XXVIII
        Speaker
        Lowell Putnam
        (CEO, Quovo)

        Tiburon CEO Summit
        XXVIII
        Speaker
        Andrew Rudd
        (CEO, Advisor Software)

        Tiburon CEO Summit
        XXVIII
        Speaker
        John Wotowicz
        (CEO, InStream Solutions)

          11:30am-11:45am: Refreshments & Cell Phone Break

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

          • The M&A Market: Insight from Acquirers & Acquirees
          • Facilitated by John Coyne (Vice Chairman, Brinker Capital)
          • Tiburon Client Speakers
            • Todd Clarke (CEO, CLS Investments)
            • Joe Mrak (CEO, FolioDynamix)
            • Edmond Walters (CEO, eMoney Advisor)
            • Mike Weil (CEO, RCS Capital Corporation)

          Tiburon CEO Summit
          XXVIII
          Facilitator
          John Coyne
          (Vice Chairman, Brinker Capital)

          Tiburon CEO Summit
          XXVIII
          Speaker
          Todd Clarke
          (CEO, CLS Investments)

          Tiburon CEO Summit
          XXVIII
          Speaker
          Joe Mrak
          (CEO, FolioDynamix)

          Tiburon CEO Summit
          XXVIII
          Speaker
          Edmond Walters
          (CEO, eMoney Advisor)

          Tiburon CEO Summit
          XXVIII
          Speaker
          Mike Weil
          (CEO, RCS Capital Corporation)


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

            • Presented by Frank Trotter (President, EverBank Direct) & 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:

            Tiburon CEO Summit XXVIII
            Spokeswoman
            Kerry Calhoun
            (Tiburon Strategic Advisors)

            Tiburon CEO Summit XXVIII
            Spokesman
            Anton Honikman
            (CEO, MyVest Corporation)

            Tiburon CEO Summit XXVIII
            Spokeswoman
            Trish Cox
            (Business Head, Schwab Corporate Brokerage Services)

            Tiburon CEO Summit XXVIII
            Spokesman
            Rich Santos
            (Group Publisher, Wealth Management Group, Penton Media)

            Tiburon CEO Summit XXVIII
            Spokesman
            David Smith
            (Founding Publisher, Financial Advisor & Private Wealth Magazines)