Upcoming CEO Summit: Tiburon CEO Summit XXVII

Tiburon CEO Summit XXVII will officially start at 7:45am on Tuesday, October 7, 2014, at the Ritz Carlton Hotel in San Francisco, CA, include a group dinner that night and finish at 12:45pm on Wednesday, October 8, 2014.

More casually, Tiburon CEO Summit XXVII will begin with a cocktail reception the prior evening Monday, October 6, 2014, at 6:00pm.


Meeting Agenda

The planned agenda is as follows:

Monday, October 6, 2014


6:00pm-9:00pm: Cocktail Reception 

  • The cocktail reception will be held at the Ritz Carlton Hotel in San Francisco, CA

Tuesday, October 7, 2014

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 XXVII Welcome

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

 

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





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

  • The Future of the Economy & Markets
  • Facilitated by Dan Kern (President, Advisor Partners)
  • Tiburon Client Speakers
    • Matt Scanlan (CEO, RS Investments)
    • To be announced
    • To be announced
    • To be announced

Tiburon CEO Summit
XXVII
Facilitator
Dan Kern
(President, Advisor Partners)

Tiburon CEO Summit
XXVII
Speaker
Matt Scanlan
(CEO, RS Investments)

Tiburon CEO Summit
XXVII
Speaker
Coming Soon

Tiburon CEO Summit
XXVII
Speaker
Coming Soon

Tiburon CEO Summit
XXVII
Speaker
Coming Soon

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

9:15am-10:00am: General Session Guest Presentation

  • Topic to be announced
  • Presented by Bill Sharpe (Professor Emeritus, Stanford University; Nobel Prize Winner in Economics; & Tiburon CEO Summit Award Winner)
  • Facilitated by to be announced

Tiburon CEO Summit
XXVII
Facilitator
Coming Soon

Tiburon CEO Summit XXVII
Past Award Recipient
Bill Sharpe
(
Professor Emeritus, Stanford University & Nobel Prize Winner in Economics)

10:00am-10:15am: Refreshments & Cell Phone Break

10:15am-11:15am: General Session 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
XXVII
Facilitator
Craig Gordon
(Business Head, Clearing, DST Market Services)






11:15am-11:30am: Cell Phone Break

11:30am-1:00pm: 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 XXVII
Keynote Presenter
Chip Roame
(Managing Partner, Tiburon Strategic Advisors)




1:00pm-1:15pm: Cell Phone Break

1:15pm-2:15pm: Box Lunches & Break-Out Sessions

  • Break-Out Sessions:
     
    • BOS Option I: Keynote Highlights - Alternative Investments
    • Facilitated by Damian Peter (President, Larkin Point Investment Advisors)
    • Tiburon Client Speakers
      • David Perkins (CEO, Hatteras Funds)
      • Andrew Rogers (CEO, Gemini Fund Services)
      • Jon Sundt (CEO, Altegris Investments)
      • To be announced

Tiburon CEO Summit
XXVII
Facilitator
Damian Peter
(President, Larkin Point Investment Advisors)

Tiburon CEO Summit
XXVII
Speaker
David Perkins
(CEO, Hatteras Funds)

Tiburon CEO Summit
XXVII
Speaker
Andrew Rogers
(CEO, Gemini Fund Services)

Tiburon CEO Summit
XXVII
Speaker
Jon Sundt
(CEO, Altegris Investments)

Tiburon CEO Summit
XXVII
Speaker
Coming Soon

    • BOS Option II: Keynote Highlights - Latest Innovation in Advisor Front-Office & Consumer Facing Technology
    • Facilitated by Neal Ringquist (President, Advisor Software)
    • Tiburon Client Speakers
      • Audie Apple (Co-Founder, GuardVest)
      • Jeff Burrow (Co-Founder, FlexScore)
      • Tom Kimberly (CEO, Upside)
      • Edmond Walters (CEO, eMoney Advisor)

Tiburon CEO Summit
XXVII
Facilitator
Neal Ringquist
(President, Advisor Software)

 

Tiburon CEO Summit
XXVII
Speaker
Audie Apple
(Co-Founder, GuardVest)

Tiburon CEO Summit
XXVII
Speaker
Jeff Burrow
(Co-Founder, FlexScore)

Tiburon CEO Summit
XXVII
Speaker
Tom Kimberly
(CEO, Upside)

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

    • BOS Option III: Keynote Highlights - Financial Advisor Succession Planning
    • Facilitated by Eric Clarke (President, Orion Advisor Services)
    • Tiburon Client Speakers
      • David Bach (Vice Chairman, Edelman Financial Services)
      • Greg Friedman (CEO, Private Ocean)
      • David Grau (CEO, FP Transitions)
      • Liz Nesvold (Managing Partner, Silver Lane Advisors)

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

 

Tiburon CEO Summit
XXVII
Speaker
David Bach
(Vice Chairman, Edelman Financial Services)

Tiburon CEO Summit
XXVII
Speaker
Greg Friedman
(CEO, Private Ocean)

Tiburon CEO Summit
XXVII
Speaker
David Grau
(CEO, FP Transitions
)

Tiburon CEO Summit
XXVII
Speaker
Liz Nesvold
(Managing Partner, Silver Lane Advisors
)

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

2:15pm-2:30pm: Refreshments & Cell Phone Break

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

  • The Future of the Financial Advisor Channels
  • Facilitated by Bob Herrmann (Executive Vice President, Discovery Data)
  • Tiburon Client Speakers
    • Charles Goldman (CEO, AssetMark)
    • Sanjiv Mirchandani (President, National Financial Services)
    • Jim Nagengast (CEO, Securities America)
    • Larry Roth (CEO, Cetera Financial Group)

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

 

Tiburon CEO Summit
XXVII
Speaker
Charles Goldman
(CEO, AssetMark)

Tiburon CEO Summit
XXVII
Speaker
Sanjiv Mirchandani
(President, National Financial Services)

Tiburon CEO Summit
XXVII
Speaker
Jim Nagengast
(CEO, Securities America)

Tiburon CEO Summit
XXVII
Speaker
Larry Roth
(CEO, Cetera Financial Group)


3:30pm-3:45pm: Cell Phone Break

3:45pm-4:30pm: General Session Guest Presentation

  • Topic to be announced
  • Presented by Bob Reynolds (CEO, Putnam Investments)
  • Facilitated by Mike Alfred (CEO, BrightScope)

Tiburon CEO Summit
XXVII
Facilitator
Mike Alfred
(CEO, BrightScope)

Tiburon CEO Summit
XXVII
Past Award Recipient
Bob Reynolds
(CEO, Putnam Investments)

 

 


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

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

4:45pm-6:30pm: Free Time & Shuttle/Ferry to Dinner

  • Ferry boat option #1: walking departure from the hotel lobby (group led by Frank Trotter will leave lobby promptly at 4:55pm) to board 5:25pm ferry boat (arrival approximately at 5:50pm, before the start of cocktails)
  • Bus option: 5:40pm departure from the hotel lobby (arrival approximately at 6:30pm, close to the start of cocktails)
  • Ferry boat option #2: walking departure from the hotel lobby (group led by Skip Schweiss will leave lobby promptly at 6:00pm) to board 6:30pm ferry boat (arrival at 6:55pm, 25 minutes after start of cocktails)

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

  • 6:30pm-7:30pm: Cocktail Hour
  • 7:30pm-8:15pm: Dinner
  • 8:15pm-9:30pm: Dessert & After Dinner Reception

Wednesday, October 8, 2014

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 XXVII Day #2 Welcome

  • Presented by Frank Trotter (President, EverBank Direct)

Tiburon CEO Summit XXVII
Moderator
Frank Trotter
(President, EverBank Direct)






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

  • The Future of Online Advice
  • Facilitated by to Rob Klapprodt (President, Vestmark)
  • Tiburon Client Speakers
    • Asheesh Advani (CEO, Covestor)
    • Bo Lu (CEO, FutureAdvisor)
    • Jeff Maggioncalda (CEO, Financial Engines)
    • Ron Suber (President, Prosper Marketplace)

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

 

Tiburon CEO Summit
XXVII
Speaker
Asheesh Advani
(CEO, Covestor)

Tiburon CEO Summit
XXVII
Speaker
Bo Lu
(CEO, FutureAdvisor)

Tiburon CEO Summit
XXVII
Speaker
Jeff Maggioncalda
(CEO, Financial Engines)

Tiburon CEO Summit
XXVII
Speaker
Ron Suber
(President, Prosper Marketplace)


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

9:15am-9:45am: General Session Panel Discussion

  • Topic to be announced 
  • Presented by Joe Mansueto (CEO, Morningstar)
  • Facilitated by Ben Cukier (Partner, FTV Capital)

    Tiburon CEO Summit
    XXVII
    Facilitator
    Ben Cukier
    (Partner, FTV Capital)

    Tiburon CEO Summit
    XXVII
    Past Award Recipient
    Joe Mansueto
    (CEO, Morningstar)


    9:45am-10:00am: Cell Phone Break

    10:00am-11:00am: General Session Panel Discussion

    • Ask the CEOs
    • Facilitated by Chip Roame (Managing Partner, Tiburon Strategic Advisors)
    • Tiburon Client Speakers
      • Bill McNabb (CEO, The Vanguard Group) 
      • Jay Sidhu (CEO, Customers Bancorp)
      • To be announced
      • To be announced

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

    Tiburon CEO Summit
    XXVII
    Speaker
    Bill McNabb
    (
    CEO, The Vanguard Group)

    Tiburon CEO Summit
    XXVII
    Jay Sidhu
    (
    CEO, Customers Bancorp)

    Tiburon CEO Summit
    XXVII
    Speaker
    Coming Soon


    Tiburon CEO Summit
    XXVII
    Speaker
    Coming Soon

     

    11:00am-11:15am: Boxed Lunches & Cell Phone Break
    • Please take lunch to General Session Panel Discussion in Ritz Carlton Ballroom

    11:15am-12:15pm: General Session Panel Discussion
    • Third-Party Views: Investment Bankers, Venture Capital & Private Equity Firms, Stock Analysts, & Financial Journalists on the Financial Services Industry
    • Facilitated by Randy Moore (Partner, Financial Services & Products Group, Alston & Bird)
    • Tiburon Client Speakers
      • Chas Burkhart (CEO, Rosemont Partners)
      • Tim Draper (Founding Partner, Draper, Fisher, & Jurvetson)
      • Todd Thomson (Chairman, Dynasty Financial Partners)
      • To be announced

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

     

    Tiburon CEO Summit
    XXVII
    Speaker
    Chas Burkhart
    (
    CEO, Rosemont Partners)

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

    Tiburon CEO Summit
    XXVII
    Speaker
    Todd Thomson
    (Chairman, Dynasty Financial Partners
    )

    Tiburon CEO Summit
    XXVII
    Speaker
    Coming Soon

    12:15pm-12:45pm: Tiburon CEO Summit XXVII Recap & Closing

    • Presented by Frank Trotter (President, EverBank Direct) & Chip Roame (Managing Partner, Tiburon Strategic Advisors)

    12:45pm: Dismissal & Open Discussion

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

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

    Tiburon CEO Summit
    XXVII
    Spokesman
    Jon Schepke
    (CEO, SIM Partners)

    Tiburon CEO Summit XXVII
    Spokesman
    Matt Lynch
    (Principal, Tiburon Strategic Advisors
    )

    Tiburon CEO Summit
    XXVII
    Spokesman
    Tom Embrogno
    (Executive Vice President, Docupace Technologies)

    Tiburon CEO Summit
    XXVII
    Spokesman
    Viggy Mokkarala
    (Executive Vice President, Strategic Development, Envestnet)