Upcoming CEO Summit: Tiburon CEO Summit XXXV

Tiburon CEO Summit XXXV will officially start at 7:45am on Monday, October 8, 2018, at the Ritz Carlton Hotel in San Francisco, CA, include a group dinner that night, and finish at 2:00pm on Wednesday, October 10, 2018.

More casually, Tiburon CEO Summit XXXV will begin with a cocktail reception the prior evening Sunday, October 7, 2018, at 6:00pm.


Meeting Agenda

The planned agenda is as follows:

Monday, October 8, 2018


6:00pm-8:00pm: Cocktail Reception

  • Location: Ritz Carlton Hotel in San Francisco, CA
  • 6:15pm-6:30pm: Tiburon Introductions

    • Introductions by Chip Roame (Managing Partner, Tiburon Strategic Advisors)
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    Facilitator
    Chip Roame
    (Managing Partner, Tiburon Strategic Advisors)

     

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Tuesday, October 9, 2018

7:00am-7:45am: Continental Breakfast

  • Attendees should feel free to bring breakfast to the opening session

7:45am-8:00am: Tiburon CEO Summit XXXV Welcome

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

Speaker
Skip Schweiss
(President, TD Ameritrade Trust Company)

 

 

 

 

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

  • Ask the Consumers
  • Facilitated by coming soon..
  • Consumers
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Consumer



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8:45am-9:00am: Break

9:00am-10:30am: Tiburon CEO Summit XXXV - Keynote Presentation

  • The Top Twelve Wealth Management Industry Trends & Wealth Management Industry Strategic Activity
  • Presented by Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Introduced by Skip Schweiss (President, TD Ameritrade Trust Company)

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 coming soon..
  • Facilitated by Chip Roame (Managing Partner, Tiburon Strategic Advisors)

Facilitator
Chip Roame
(Managing Partner, Tiburon Strategic Advisors)

 

Speaker

 

 


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: Financial Advisor Channels: Trends in Captive & Independent Channels
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  • Roundtable Discussion II: Financial Advisor Technology
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  • Roundtable Discussion III: Financial Services Industry Women's Lunch
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12:45pm-1:00pm: Break

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

  • Roundtable Discussion I: Discount Brokers, Robo Advisors, & Other B2C Models
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  • Roundtable Discussion II: Investment Management: Active, Passive, & In Between
    • Facilitated by coming soon..
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  • Roundtable Discussion III: Ask the Leading Advisors
    • Facilitated by coming soon..
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2:00pm-2:15pm: Break

2:15pm-2:30pm: Tiburon Skip & Chip's Excellent Adventures

  • Speakers
    • Alex Potts (CEO, Loring Ward Group)
    • Skip Schweiss (President, TD Ameritrade Trust Company)

Speaker
Alex Potts
(CEO, Loring Ward
Group)

Speaker
Skip Schweiss
(President, TD Ameritrade Trust Company)

 



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

  • Presented by coming soon
  • Facilitated by Chip Roame (Managing Partner, Tiburon Strategic Advisors)

Facilitator
Chip Roame
(Managing Partner, Tiburon Strategic Advisors)

 

Speaker
Mark Casady





3:15pm-3:30pm: Break

3:30pm-4:45pm: Tiburon Talks

  • Introduced by Skip Schweiss (President, TD Ameritrade Trust Company)
  • Economy & Markets: Challenges Facing New Fed Chairman Jay Powell
    • Coming soon
  • Regulations Part I: Securities & Exchange Commission: Challenges Facing the New Chairman
    • Coming soon
  • Regulations Part II: Other Securities
    • Coming soon
  • Savings Crisis in America
    • Coming soon

 

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

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

5:00pm-6:30pm: Free Time & Guided Walks to Dinner

  • Walking Option #1: Meet in lobby of Ritz Carlton Hotel at 6:00pm (should arrive a few minutes early for cocktails)
  • Walking Option #2: Meet in lobby of Ritz Carlton Hotel at 6:15pm (should arrive a few minutes after start of cocktails)
  • Walking Option #3: Meet in lobby of Ritz Carlton Hotel at 6:30pm (should arrive during cocktails and before dinner)

6:30pm-10:00pm: Tiburon CEO Summit XXXV Dinner

  • Location: TBD
  • 6:30pm-8:00pm: Cocktails & Appetizers
  • 7:00pm-10:00pm: Buffet Dinner
  • Presented by Chip Roame (Managing Partner, Tiburon Strategic Advisors)

Facilitator
Chip Roame
(Managing Partner, Tiburon Strategic Advisors)







  • 7:45pm-9:30pm: Dinner & Dessert

Wednesday, October 10, 2018

7:00am-7:45am: Continental Breakfast

  • Attendees should feel free to bring breakfast to the opening session

7:45am-8:00am: Tiburon CEO Summit XXXV Day #2 Welcome

  • Presented by coming soon

 

Moderator






8:00am-8:45am: Tiburon CEO Summit XXXV - Key Trends Discussion Session

  • Presented by Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Three or Four Thoughtful Tiburon Clients to be Invited to Stage to Participate in Key Trends Discussion Session
  • Introduced by coming soon

Speaker
Chip Roame
(Managing Partner, Tiburon Strategic Advisors)





8:45am-9:00am: Break

9:00am-9:15am: Tiburon Impact Adventures

  • Speakers
    • Scott Hanson (Co-CEO, Hanson McClain)
    • Craig Wietz (President, First Rate)
  • Introduced by Craig Gordon (Chief of Strategic Development, RBC Correspondent & Advisor Services)

Speaker
Scott Hanson
(Co-CEO, Hanson McClain)

Speaker
Craig Wietz
(President, First Rate)

 

 


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

  • Financial Technology Mergers & Acquisitions
  • Facilitated by coming soon
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10:15am-10:30am: Break

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

  • Investment Management Firms Mergers & Acquisitions: Leading SRI & ESG Managers Acquired
  • Facilitated by coming soon
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11:30am-11:45am: Break

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

  • Financial Advisor Mergers & Acquisitions
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  • Speakers
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12:45pm-1:45pm: Panel Discussion

  • Venture Capital & Private Equity
  • Facilitated by coming soon
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1:45pm-2:00pm: Tiburon CEO Summit XXXV Recap & Closing

  • Presented by coming soon

2:00pm: Dismissal & Open Discussion