Upcoming CEO Summit: Tiburon CEO Summit XXXII

Tiburon CEO Summit XXXII will officially start at 7:45am on Tuesday, April 4, 2017, at the Ritz Carlton Hotel (Battery Park) in New York, NY, include a group dinner that night, and finish at 2:00pm on Wednesday, April 5, 2017.

More casually, Tiburon CEO Summit XXXII will begin with a cocktail reception the prior evening Monday, April 3, 2017, at 6:00pm.


Meeting Agenda

The planned agenda is as follows:

Monday, April 3, 2017


6:00pm-8:00pm: Cocktail Reception

  • The cocktail reception will be held at the Ritz Carlton Hotel (Battery Park) in New York, NY
  • 6:15pm-6:30pm: Tiburon Talk

    • The Fed & The Economy
      • Presented by Dennis Lockhart (President, Federal Reserve Bank of Atlanta)
      • Introduced by Chip Roame (Managing Partner, Tiburon Strategic Advisors)

    Facilitator
    Chip Roame
    (Managing Partner, Tiburon Strategic Advisors)

    Speaker
    Dennis Lockhart
    (President, Federal Reserve Bank of Atlanta)







  • 6:30pm-7:30pm: Wine Tasting

Tuesday, April 4, 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 XXXII 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 Craig Gordon (Chief of Strategic Development, RBC Correspondent & Advisor Serices)
  • Consumers
    • Coming Soon
    • Coming Soon
    • Coming Soon
    • Coming Soon

Facilitator
Craig Gordon
(Chief of Strategic Developmemt, RBC Correspondent & Advisor Serices)


 

 

 

 

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 & the Top Five Potential Disruptors
  • 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)






10:30am-10:45am: Break

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

  • Prior Tiburon CEO Summit Award Recipient Fireside Chat
  • Presented by Jack Bogle (Founder, The Vanguard Group)
  • Facilitated by Chip Roame (Managing Partner, Tiburon Strategic Advisors)

Facilitator
Chip Roame
(Managing Partner, Tiburon Strategic Advisors)

Speaker
Jack Bogle
(Founder, The Vanguard Group)

 

 


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: Innovations in Digital Finance
  • Facilitated by Andrew Rudd (CEO, Advisor Software)
  • Speakers
    • Rich Cancro (CEO, AdvisorEngine)
    • Coming Soon
    • Coming Soon
    • Coming Soon

Facilitator
Andrew Rudd
(CEO, Advisor Software)

Speaker
Rich Cancro
(CEO, AdvisorEngine)

Speaker
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

  • Roundtable Discussion II: Financial Advisors Leveraging Big Data & Analytics
    • Facilitated by Stuart DePina (President, Envestnet Tamarac)
    • Speakers
      • Coming Soon
      • Coming Soon
      • Coming Soon
      • Coming Soon

Facilitator
Stuart DePina
(President, Envestnet Tamarac)

Speaker
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

  • Roundtable Discussion III: Technology Disruptors
    • Facilitated by Stephen Langlois (Business Head, Strategic Business Development, Fidelity Wealth Technologies)
    • Speakers
      • Coming Soon
      • Coming Soon
      • Coming Soon
      • Coming Soon

Facilitator
Stephen Langlois
(Business Head, Strategic Business Development, Fidelity Wealth Technologies)

Speaker
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

12:45pm-1:00pm: Break

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

  • Roundtable Discussion I: Financial Advisor Channels
  • Facilitated by Bob Oros (Executive Vice President, Fidelity Investments)
  • Speakers
    • Noreen Beaman (CEO, Brinker Capital)
    • Lisa Dolly (CEO, Pershing)
    • Charles Goldman (CEO, AssetMark)
    • Shirl Penney (CEO, Dynasty Financial Partners)

Facilitator
Bob Oros
(Executive Vice President, Fidelity Investments)

Speaker
Noreen Beaman
(CEO, Brinker Capital)

Speaker
Lisa Dolly
(CEO, Pershing)

Speaker
Charles Goldman
(CEO, AssetMark)

Speaker
Shirl Penney
(CEO, Dynasty Financial Partners)

  • Roundtable Discussion II: Investment Management: Active, Passive & In Between
    • Facilitated by Eric Clarke (CEO, Orion Advisors 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 III: Retirement
    • Facilitated by Rob Klapprodt (President, Vestmark)
    • Speakers
      • David Musto (President, Great-West Investments)
      • Coming Soon
      • Coming Soon
      • Coming Soon

Facilitator
Rob Klapprodt
(President, Vestmark)

Speaker
David Musto
(President, Great-West Investments)

Speaker
Coming Soon

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)
    • Skip Schweiss (President, TD Ameritrade Trust Company)
  • Introduced by John Coyne (Vice Chairman, Brinker Capital)

Speaker
Alex Potts
(CEO, Loring Ward)

Speaker
Skip Schweiss
(President, TD Ameritrade Trust Company)

 

 


2:30pm-3:15pm: Tiburon Fireside Chat

  • Prior Tiburon CEO Summit Award Recipient One-on-One Chat
  • Presented by Dan Phillips (Managing Director, Morningstar)
  • Facilitated by Chip Roame (Managing Partner, Tiburon Strategic Advisors)

Facilitator
Chip Roame
(Managing Partner, Tiburon Strategic Advisors)

Speaker
Don Phillips
(Managing Director, Morningstar)

3:15pm-3:30pm: Break

3:30pm-4:30pm: Tiburon Talks

  • Singularity
    • Ric Edelman (Executive Chairman, Edelman Financial Services)
  • Coming Soon
  • Coming Soon

Speaker
Ric Edelman
(Executive Chairman, Edelman Financial Services)

Speaker
Coming Soon

Speaker
Coming Soon

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

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

4:45pm-6:30pm: Free Time & Guided Walks to Dinner

  • Walking Option #1: Meet in lobby of Ritz Carlton Hotel no later than 6:00pm  
  • Walking Option #2: Meet in lobby of Ritz Carlton Hotel no later than 6:15pm
  • Walking Option #3: Meet in lobby of Ritz Carlton Hotel no later than 6:30pm

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

  • Delmonico's Restaurant at 56 Beaver Street, New York, NY 10004
  • 6:30pm-7:30pm: Cocktails & Appetizers
  • 7:30pm-7:45pm: Tiburon Comments
    • Presented by Coming Soon
    • Introduced by Chip Roame (Managing Partner, Tiburon Strategic Advisors)

Facilitator
Chip Roame
(Managing Partner, Tiburon Strategic Advisors)

Speaker
Coming Soon







  • 7:45pm-9:30pm: Dinner & Dessert
  • Wednesday, April 5, 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 XXXII 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 Presentation

    • Strategic Industry Activity within the Wealth Management Industry
    • 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-10:00am: Tiburon Fireside Chat

    • Financial Advisor Mergers & Acquisitions: An Example Deal
    • Facilitated by Chip Roame
    • Speakers
      • John Bunch (President, Financial Engines Advisors)
      • Larry Raffone (CEO, Financial Engines)

    Facilitator
    Chip Roame
    (Managing Partner, Tiburon Strategic Advisors)

    Speaker
    John Bunch
    (President, Financial Engines Advisors)

    Speaker
    Larry Raffone

    (CEO, Financial Engines)

    10:00am-10:15am: Break

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

    • Financial Advisor Mergers & Acquisitions (Buyers & Sellers)
    • Facilitated by Bob Herrmann (CEO, Discovery Data)
    • Speakers
      • Tim Harrison (CEO, Harrison FInancial Services)
      • Elliot Weissbluth (CEO, HighTower)
      • Coming Soon
      • Coming Soon

    Facilitator
    Bob Herrmann
    (CEO, Discovery Data)

    Speaker
    Tim Harrison

    (CEO, Harrison Financial Services)

    Speaker
    Elliot Weissbluth
    (CEO, HighTower)

    Speaker
    Coming Soon

    Speaker
    Coming Soon

    11:15am-11:30am: Break

    11:30am-12:30pm: Panel Discussion

    • Financial Services & Financial Technology Mergers & Acquisitions (Buyers & Sellers)
    • Facilitated by Anton Honikman (CEO, MyVest Corporation)
    • Speakers
      • John Clendening (CEO, Blucora)
      • Tom Dorsey (CEO, Dorsey, Wright, & Associates)
      • John Gabbert (CEO, Pitchbook Data)
      • Coming Soon

    Facilitator
    Anton Honikman
    (CEO, MyVest Corporation)

    Speaker
    John Clendening
    (CEO, Blucora)

    Speaker
    Tom Dorsey
    (CEO, Dorsey, Wright, & Associates)

    Speaker
    John Gabbert

    (CEO, Pitchbook Data)

    Speaker
    Coming Soon

    12:30pm-12:45pm: Break

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

    • Venture Capital & Private Equity
    • Facilitated by Mike Alfred (CEO, BrightScope)
    • Speakers
      • Roy Burns (Managing Director, TA Associates)
      • Matt Harris (Managing Director, Bain Capital Ventures)
      • Jon Korngold (Managing Director, General Atlantic)
      • Eric Leathers (Partner, TPG Capital)

    Facilitator
    Mike Alfred
    (CEO, BrightScope)

    Speaker
    Roy Burns

    (Managing Director,
    TA Associates)

    Speaker
    Matt Harris
    (Managing Director,
    Bain Capital Ventures)

    Speaker
    Jon Korngold

    (Managing Director,
    General Atlantic)

    Speaker
    Eric Leathers
    (Partner, TPG Capital)

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

    • Presented by Chip Roame (Managing Partner, Tiburon Strategic Advisors) & Frank Trotter (Chairman, Everbank Global Markets)

    2:00pm: Dismissal & Open Discussion

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

    Spokesperson
    Aaron Klein
    (CEO, Riskalyze)

    Spokesperson
    Kevin Knull
    (President, MoneyGuidePro)

    Spokesperson
    Dave Welling
    (Co-Business Head,
    Advent Software)

    Spokesperson
    Coming Soon

    Key Tiburon staff who lead the planning aspects of Tiburon CEO Summits:

    Samantha Kong
    Event Marketing

    Jacqueline Dragt
    Client Service

    Hully Fonseca
    Database Management

    Lupita Uribe
    Digital Marketing