Upcoming CEO Summit: Tiburon CEO Summit XXIX

Tiburon CEO Summit XXIX will officially start at 7:45am on Tuesday, October 13, 2015, at the Ritz Carlton Hotel in San Francisco, CA, include a group dinner that night, and finish at 1:00pm on Wednesday, October 14, 2015.

More casually, Tiburon CEO Summit XXIX will begin with a cocktail reception the prior evening Monday, October 12, 2015, at 6:00pm.


Meeting Agenda

The planned agenda is as follows:

Monday, October 12, 2015


6:00pm-9:00pm: Cocktail Reception 

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

Tuesday, October 13, 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 XXIX Welcome

  • Moderator Coming Soon

Moderator
Coming Soon


 

 

 

 

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

  • Economy & Markets
  • Facilitator Coming Soon
  • Tiburon Client Speakers
    • Zachary Karabell (Chief Global Strategist, Envestnet)
    • Coming Soon
    • Coming Soon
    • Coming Soon

Facilitator
Coming Soon

Speaker
Zachary Karabell
(Chief Global Strategist, Envestnet)

 

Speaker
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

9:00am-9:15am: Break

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

  • Ask the Consumers
  • Facilitator Coming Soon
  • Consumer Panelists
    • Coming Soon
    • Coming Soon
    • Coming Soon
    • Coming Soon

Facilitator
Coming Soon


 

 

 

 

10:15am-10:30am: Break

10:30am-11:45am: Keynote Presentation

  • The Future of Wealth Management
  • Presented by Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Introducer Coming Soon

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






11:45am-12:00pm: Break (please take lunch to your choice of 12:15pm panel discussion)

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

  • Panel Discussion I: Hedge Funds & Other Alternative Investments
    • Facilitator Coming Soon
    • Tiburon Client Speakers
      • Adam Blitz (CEO, Evanston Capital Management)
      • Matt Brown (CEO, CAIS)
      • Tom Florence (CEO, 361 Capital)
      • Bob Worthington (President, Hatteras Funds)


Facilitator
Coming Soon

Speaker
Adam Blitz
(CEO, Evanston Capital Management)

Speaker
Matt Brown
(CEO, CAIS)

Speaker
Tom Florence
(CEO, 361 Capital)

Speaker
Bob Worthington
(President, Hatteras Funds)

 

  • Panel Discussion II: Financial Advisor Channels
    • Facilitator Coming Soon
    • Tiburon Client Speakers
      • Joe Duran (CEO, United Capital)
      • Elliot Weissbluth (CEO, HighTower)
      • Coming Soon
      • Coming Soon
      • Coming Soon


Facilitator
Coming Soon

Speaker
Joe Duran
(CEO, United Capital)

Speaker
Elliot Weissbluth
(CEO, HighTower)

Speaker
Coming Soon

Speaker
Coming Soon

  • Panel Discussion III: Financial Advisors
    • Facilitator Coming Soon
    • Tiburon Client Speakers
      • Ray Ferrara (CEO, ProVise Management Group)
      • Scott Hanson (Co-CEO, Hanson McClain)
      • Coming Soon
      • Coming Soon

Facilitator
Coming Soon

Speaker
Ray Ferrara
(CEO, ProVise Management Group)

Speaker
Scott Hanson
(Co-CEO, Hanson McClain)

Speaker
Coming Soon

Speaker
Coming Soon

1:15pm-1:30pm: Break

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

  • Panel Discussion I: Online Channels
    • Facilitator Coming Soon
    • Tiburon Client Speakers
      • Bo Lu (CEO, FutureAdvisor)
      • Brad Matthews (CEO, Trizic)
      • Hardeep Walia (CEO, Hardeep Investing)
      • Coming Soon

Facilitator
Coming Soon

Speaker
Bo Lu
(CEO, FutureAdvisor)

Speaker
Brad Matthews
(CEO, Trizic)

Speaker
Hardeep Walia
(CEO, Motif Investing)

Speaker
Coming Soon

  • Panel Discussion II: The Defined Contribution Market & the Department of Labor Regulatory Proposal
    • Facilitator Coming Soon
    • Tiburon Client Speakers
      • Babu Sivadasan (President, Envestnet Retirement Solutions)
      • Coming Soon
      • Coming Soon
      • Coming Soon

Facilitator
Coming Soon

Speaker
Babu Sivadasan
(President, Envestnet Retirement Solutions)

Speaker
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

  • Panel Discussion III: Financial Advisor Mergers & Acquisitions (Buyers & Sellers)
    • Facilitator Coming Soon
    • Tiburon Client Speakers
      • Jeff Dekko (CEO, Wealth Enhancement Group)
      • Coming Soon
      • Coming Soon
      • Coming Soon

Facilitator
Coming Soon

Speaker
Jeff Dekko
(CEO, Wealth Enhancement Group)

Speaker
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

2:30pm-2:45pm: Break

2:45pm-3:30pm: Guest Presentation

  • Newsmaker One-on-One Chat
  • Presented by Eduardo Repetto (Co-CEO, Dimensional Fund Advisors)
  • Facilitated by Chip Roame (Managing Partner, Tiburon Strategic Advisors)

Facilitator
Chip Roame
(Managing Partner, Tiburon Strategic Advisors)

Speaker
Eduardo Repetto
(Co-CEO, Dimensional Fund Advisors)

 

 



3:30pm-3:45pm: Break

3:45pm-4:45pm: Panel Discussion

  • Financial Services Industry Mergers & Acquisitions (Buyers & Sellers)
    • Facilitator Coming Soon
    • Tiburon Client Speakers
      • Bruce Cameron (CEO, Berkshire Capital Securities)
      • Pete Hess (CEO, Advent Software)
      • Michael Pinsker (CEO, Docupace Technologies)
      • Coming Soon

 

Facilitator
Coming Soon

Speaker
Bruce Cameron
(CEO, Berkshire Capital Securities)

Speaker
Pete Hess
(CEO, Advent Software)

Speaker
Michael Pinsker
(CEO, Docupace Technologies)

Speaker
Coming Soon

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

  • Presenter Coming Soon

5:00pm-6:30pm: Free Time & Transportation to Dinner at the Corinthian Yacht Club in Tiburon

  • Ferry boat option #1: walking departure from the hotel lobby (group will leave lobby promptly at 5:05pm) 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 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 XXIX Group Dinner

  • Corinthian Yacht Club is located at 43 Main Street, Tiburon, CA 94920 (415-435-4771)

Wednesday, October 14, 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 XXIX Day #2 Welcome

  • Moderator Coming Soon

 

Moderator
Coming Soon





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

  • Venture Capital Alley
  • Facilitator Coming Soon
  • Tiburon Client Speakers
    • Aaron Klein (CEO, Riskalyze)
    • Jan Kolbusz (Founder, Decimal Software)
    • Clara Shih (CEO, Hearsay Social)
    • Coming Soon

Facilitator
Coming Soon

Speaker
Aaron Klein
(CEO, Riskalyze)

Speaker
Jan Kolbusz
(Founder, Decimal Software)

Speaker
Clara Shih
(CEO, Hearsay Social)

Speaker
Coming Soon


9:00am-9:15am: Break

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

  • Venture Capital Partners
  • Facilitator Coming Soon
  • Tiburon Client Speakers
    • Coming Soon
    • Coming Soon
    • Coming Soon
    • Coming Soon

Facilitator
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

10:15am-10:30am: Break

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

  • Private Equity Partners
  • Facilitator Coming Soon
  • Tiburon Client Speakers
    • Spencer Hoffman (Managing Director, Lovell Minnick Partners)
    • Hans Morris (Managing Director, Nyca Partners)
    • Hal Strong (Operating Executive, Genstar Capital)
    • Allen Thorpe (Managing Director, Hellman & Friedman)

Facilitator
Coming Soon

Speaker
Spencer Hoffman
(Managing Director, Lovell Minnick Partners)

Speaker
Hans Morris
(Managing Director, Nyca Partners)

Speaker
Hal Strong
(Operating Executive, Genstar Capital)

Speaker
Allen Thorpe
(Managing Director, Hellman & Friedman)


11:30am-11:45am: Break (please take lunch to 11:45am panel)

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

  • Hedge Fund Activists
  • Facilitator Coming Soon
  • Tiburon Client Speakers
    • Coming Soon
    • Coming Soon
    • Coming Soon
    • Coming Soon

Facilitator
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

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

  • Presented by 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:

Spokeswoman
Kerry Calhoun
(Tiburon Strategic Advisors)

Spokesman
Coming Soon

Spokesman
Coming Soon

Spokesman
Coming Soon

Spokesman
Coming Soon