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 2:30pm on Wednesday, October 12, 2016.

More casually, Tiburon CEO Summit XXX 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
    • Lisa B.
    • Warren J.
    • 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 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
      • Coming Soon
      • Coming Soon
      • Coming Soon
      • Coming Soon

Facilitator
Eric Clarke
(CEO, Orion Advisor Services)

Speaker
Coming Soon

Speaker
Coming Soon

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
      • Chris Kitze (CEO, Safe Cash)
      • Rob Klapprodt (President, Vestmark)
      • Coming Soon
      • Coming Soon

Facilitator
Kevin Rafferty
(CEO, Vertical Management Systems)

Speaker
Chris Kitze
(CEO, Safe Cash)

Speaker
Rob Klapprodt
(President, Vestmark)

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 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
    • Len Brennan (CEO, Russell Investments)
    • Lee Kranefuss (Co-Founder, 55 Capital Partners)
    • Coming Soon
    • Coming Soon

Facilitator
Mike Alfred
(CEO, BrightScope)

Speaker
Len Brennan
(CEO, Russell Investments)

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

Speaker
Coming Soon

Speaker
Coming Soon

3:30pm-3:45pm: Break

3:45pm-4:45pm: Tiburon Talks

  • Facilitated by...
  • 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)
  • New View of the Industry
  • Coming Soon

Facilitator
Coming Soon

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

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

Speaker
Coming Soon

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-9:00am: Guest Presenter

  • 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)





9:00am-9:15am: Break

9:15am-9:30am: 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)

 

 


9:30am-10:30am: Panel Discussion

  • Financial Advisor Mergers & Acquisitions (Buyers & Sellers)
  • Facilitator Coming Soon
  • Speakers
    • Mark Delfino (CEO, HoyleCohen)
    • Michael Kossman (Chief Operating Officer, Aspiriant)
    • Nathan Mersereau (President, Planning Alternatives)
    • Coming Soon

Facilitator
Coming Soon

Speaker
Mark Delfino
(CEO, HoyleCohen)

Speaker
Michael Kossman
(Chief Operating Officer, Aspiriant)

Speaker
Nathan Mersereau
(President, Planning Alternatives)

Speaker
Coming Soon

10:30am-10:45am: Break

10:45am-11:45am: Panel Discussion

  • Investment Management Firms Mergers & Acquisitions (Buyers & Sellers)
  • Facilitated by Todd Crockett (Managing Director, TA Associates)
  • Speakers
    • Coming Soon
    • Coming Soon
    • Coming Soon
    • Coming Soon

Facilitator
Todd Crockett
(Managing Director, TA Associates)

Speaker
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

11:45am-12:00pm: Break

12:00pm-1:00pm: 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)
    • Steve McLaughlin (Managing Partner, Financial Technology Partners)
    • Coming Soon

Facilitator
Stuart DePina
(President, Envestnet Tamarac)

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

Speaker
Anton Honikman
(CEO, MyVest Corporation)

Speaker
Steve McLaughlin
(Managing Partner, Financial Technology Partners)

Speaker
Coming Soon

1:00pm-1:15pm: Break

1:15pm-2:15pm: Panel Discussion

  • Venture Capital & Private Equity
  • Facilitator Coming Soon
  • Speakers
    • David Blumberg (Managing Partner, Blumberg Capital)
    • Todd Crockett (Managing Director, TA Associates)
    • Kyle Griswold (Partner, FTV Capital)
    • Doug Hammond (CEO, NFP)

Facilitator
Coming Soon

Speaker
David Blumberg
(Managing Partner, Blumberg Capital)

Speaker
Todd Crockett
(Managing Director, TA Associates)

Speaker
Kyle Griswold
(Partner, FTV Capital)

Speaker
Doug Hammond
(CEO, NFP)


2:15pm-2:30pm: Tiburon CEO Summit XXXI Recap & Closing

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

2:30pm: 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
Craig Wietz
(President, First Rate)

Spokesperson
Coming Soon