Upcoming CEO Summit: Tiburon CEO Summit XXXIV

Tiburon CEO Summit XXXIV will officially start at 7:45am on Tuesday, April 10, 2018, 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 11, 2018.

More casually, Tiburon CEO Summit XXXIV will begin with a cocktail reception the prior evening Monday, April 9, 2018, at 6:00pm.


Meeting Agenda

The planned agenda is as follows:

Monday, April 9, 2018


6:00pm-8:00pm: Cocktail Reception

  • Location: Ritz Carlton Hotel (Battery Park) in New York, NY
  • 6:15pm-6:30pm: Tiburon Introductions

    • Introductions by Chip Roame (Managing Partner, Tiburon Strategic Advisors)
    • Bill McNabb (Chairman, The Vanguard Group)
    • Charles Plosser (Former President, Federal Reserve Bank of Philadelphia)
    • Luis Aguilar (Former Commissioner, Securities & Exchange Commission (SEC))
    • Bart Chilton (Former Chairman, Commodity Futures Trading Commission (CFTC))
    • Paul Stevens (CEO, Investment Company Institute (ICI))

    Facilitator
    Chip Roame
    (Managing Partner, Tiburon Strategic Advisors)

    Speaker
    Bill McNabb
    (Chairman, The Vanguard Group)

    Speaker
    Charles Plosser
    (Former President, Federal Reserve Bank of Philadelphia)

    Speaker
    Luis Aguilar
    (Former Commissioner, Securities & Exchange Commission (SEC))

    Speaker
    Bart Chilton
    (Former Chairman, Commodity Futures Trading Commission (CFTC))

    Speaker
    Paul Stevens
    (CEO, Investment Company Institute (ICI))

Tuesday, April 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 XXXIV Welcome

  • Presented by Coming Soon

Moderator
Coming Soon

 

 

 

 

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

  • Ask the Consumers
  • Facilitated by Coming Soon
  • Consumers
    • Coming Soon
    • Coming Soon
    • Coming Soon
    • Coming Soon

Facilitator
Coming Soon

Consumer
Coming Soon


Consumer
Coming Soon


Consumer
Coming Soon


Consumer
Coming Soon


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 Moderator Coming Soon

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 Bill McNabb (Chairman, The Vanguard Group)
  • Facilitated by Chip Roame (Managing Partner, Tiburon Strategic Advisors)

Facilitator
Chip Roame
(Managing Partner, Tiburon Strategic Advisors)

Speaker
Bill McNabb
(Chairman, 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: Financial Advisor Channels: Trends in Captive & Independent Channels
  • Facilitated by Coming Soon
  • Speakers
    • Kevin Keller (CEO, Certified Financial Planner Board of Standards (CFP Board))
    • Coming Soon
    • Coming Soon
    • Coming Soon

Facilitator
Coming Soon

Speaker
Kevin Keller
(CEO, Certified Financial Planner Board
of Standards
(CFP Board))

Speaker
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

  • Roundtable Discussion II: Financial Advisor Technology
    • Facilitated by Coming Soon
    • Speakers
      • Jud Bergman (CEO, Envestnet)
      • Bill Capuzzi (CEO, Apex Clearing Corporation)
      • Coming Soon
      • Coming Soon

Facilitator
Coming Soon

Speaker
Jud Bergman
(CEO, Envestnet)

Speaker
Bill Capuzzi
(CEO, Apex Clearing Corporation)

Speaker
Coming Soon

Speaker
Coming Soon

  • Roundtable Discussion III: Financial Services Industry Women's Lunch
    • Facilitated by Coming Soon
    • Speakers
      • Sallie Krawcheck (Co-Founder, Ellevate Network)
      • Coming Soon
      • Coming Soon
      • Coming Soon

Facilitator
Coming Soon

Speaker
Sallie Krawcheck
(Co-Founder, Ellevate Network)

Speaker
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

12:45pm-1:00pm: Break

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

  • Roundtable Discussion I: Discount Brokers, Robo Advisors, & Other B2C Models
  • Facilitated by Coming Soon
  • Speakers
    • Peter deSilva (President, TD Ameritrade Retail Distribution)
    • Sallie Krawcheck (Co-Founder, Ellevate Network)
    • Coming Soon
    • Coming Soon

Facilitator
Coming Soon

Speaker
Peter deSilva
(President, TD Ameritrade Retail Distribution)

Speaker
Sallie Krawcheck
(Co-Founder, Ellevate Network)

Speaker
Coming Soon

Speaker
Coming Soon

  • Roundtable Discussion II: Investment Management: Active, Passive, & In Between
    • Facilitated by Coming Soon
    • Speakers
      • Bob Doll (Chief Equity Strategist, Nuveen Asset Management)
      • Dan Fuss (Vice Chairman, Loomis, Sayles, & Company)
      • Jason Hsu (Chairman, Rayliant Global Advisors)
      • George Walker (CEO, Neuberger Berman Management)

Facilitator
Coming Soon

Speaker
Bob Doll
(Chief Equity Strategist, Nuveen Asset Management)

Speaker
Dan Fuss
(Vice Chairman, Loomis, Sayles, & Company)

Speaker
Jason Hsu
(Chairman, Rayliant Global Advisors)

Speaker
George Walker
(CEO, Neuberger
Berman Management)

  • Roundtable Discussion III: Ask the Leading Advisors
    • Facilitated by Coming Soon
    • Speakers
      • Coming Soon
      • Coming Soon
      • Coming Soon
      • Coming Soon

Facilitator
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

2:00pm-2:15pm: Break

2:15pm-2:30pm: Tiburon Impact Adventures

  • Speakers
    • Scott Hanson (Co-CEO, Hanson McClain)
    • Craig Wietz (President, First Rate)
    • Coming Soon
  • Introduced by Moderator Coming Soon

Speaker
Scott Hanson
(Co-CEO, Hanson McClain)

Speaker
Craigt Wietz
(President, First Rate)

Speaker
Coming Soon


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
Coming Soon





3:15pm-3:30pm: Break

3:30pm-4:45pm: Tiburon Talks

  • Introduced by Moderator Coming Soon
  • Economy & Markets
    • Charles Plosser (Former President, Federal Reserve Bank of Philadelphia)
  • Regulations Part I: Public Securities
    • Luis Aguilar (Former Commissioner, Securities & Exchange Commission (SEC))
  • Regulations Part II: Other Securities
    • Bart Chilton (Former Chairman, Commodity Futures Trading Commission (CFTC))
  • Registered Investment Companies
    • Paul Stevens (CEO, Investment Company Institute (ICI))

Speaker
Charles Plosser
(Former President, Federal Reserve Bank of Philadelphia)

Speaker
Luis Aguilar
(Former Commissioner, Securities & Exchange Commission (SEC))

Speaker
Bart Chilton
(Former Chairman, Commodity Futures Trading Commission (CFTC))

Speaker
Paul Stevens
(CEO, Investment Company Institute (ICI))

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

  • Presented by Moderator Coming Soon

5:00pm-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 XXXIV Dinner

  • Location: 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 Chip Roame (Managing Partner, Tiburon Strategic Advisors)

Facilitator
Chip Roame
(Managing Partner, Tiburon Strategic Advisors)







  • 7:45pm-9:30pm: Dinner & Dessert

Wednesday, April 11, 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 XXXIV Day #2 Welcome

  • Presented by Moderator Coming Soon

Moderator
Coming Soon






8:00am-8:45am: Keynote Day #2 Presentation

  • Wealth Management Industry Strategic Activity
  • Presented by Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Introduced by Moderator Coming Soon

Speaker
Chip Roame
(Managing Partner, Tiburon Strategic Advisors)





8:45am-9:00am: Break

9:00am-9:15am: Tiburon Skip & Chip's Excellent Adventures

  • Speakers
    • Alex Potts (CEO, Loring Ward Group)
    • Skip Schweiss (President, TD Ameritrade Trust Company)
  • Introduced by Moderator Coming Soon

Speaker
Alex Potts
(CEO, Loring Ward Group)

Speaker
Skip Schweiss
(President, TD Ameritrade Trust Company)

 

 


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

  • Financial Technology Mergers & Acquisitions
  • Facilitated by Coming Soon
  • Speakers
    • Josh Pace (CEO, Trust Company of America)
    • Coming Soon
    • Coming Soon
    • Coming Soon

Facilitator
Coming Soon

Speaker
Josh Pace
(CEO, Trust Company
of America)

Speaker
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

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
  • Speakers
    • Michael Jantzi (CEO, Sustainalytics)
    • Joe Keefe (CEO, Pax World Funds)
    • John Streur (CEO, Calvert Investments)
    • Coming Soon

Facilitator
Coming Soon

Speaker
Michael Jantzi
(CEO, Sustainalytics)

Speaker
Joe Keefe
(CEO, Pax World Funds)

Speaker
John Streur
(CEO, Calvert
Investments)

Speaker
Coming Soon

11:30am-11:45am: Break

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

  • Financial Advisor Mergers & Acquisitions
  • Facilitated by Coming Soon
  • Speakers
    • Elliot Weissbluth (CEO, HighTower)
    • Coming Soon
    • Coming Soon
    • Coming Soon

Facilitator
Coming Soon

Speaker
Elliot Weissbluth
(CEO, HighTower)

Speaker
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

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

  • Venture Capital & Private Equity
  • Facilitated by Coming Soon
  • Speakers
    • Jon Korngold (Managing Director, General Atlantic)
    • Hans Morris (Managing Partners, Nyca Partners)
    • Kyle Zasky (Partner, SenaHill Partners)
    • Coming Soon

Facilitator
Coming Soon

Speaker
Jon Korngold
(Managing Director, General Atlantic)

Speaker
Hans Morris
(Managing Partners,
Nyca Partners)

Speaker
Kyle Zasky
(Partner, SenaHill Partners)

Speaker
Coming Soon

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

  • Presented by Chip Roame (Managing Partner, Tiburon Strategic Advisors) & Moderator Coming Soon

2:00pm: Dismissal & Open Discussion