Upcoming CEO Summit: Tiburon CEO Summit XXX

Tiburon CEO Summit XXX will officially start at 7:45am on Tuesday, April 5, 2016, at the Ritz Carlton Hotel in New York, NY (Battery Park), include a group dinner that night, and finish at 1:00pm on Wednesday, April 6, 2016.

More casually, Tiburon CEO Summit XXX will begin with a cocktail reception the prior evening Monday, April 4, 2016, at 6:00pm.


Meeting Agenda

The planned agenda is as follows:

Monday, April 4, 2016


6:00pm-9:00pm: Cocktail Reception 

  • The cocktail reception will be held at the Ritz Carlton Hotel in New York, NY

Tuesday, April 5, 2016

7:00am-7:45am: Continental Breakfast

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

7:45am-8:00am: Tiburon CEO Summit XXX 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 (Business Head, Clearing, DST Market Services)
  • Consumers
    • Coming Soon
    • Coming Soon
    • Coming Soon
    • Coming Soon

Facilitator
Craig Gordon
(Busines Head, Clearing, DST Market Services)


 

 

 

 

8:45am-9:00am: Break

9:00am-10:30am: Keynote Presentation

  • The Future of Wealth Management
  • 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-11:45am: Guest Presentation

  • Newsmakers Chat
  • Anil Arora (CEO, Yodlee)
  • Jud Bergman (CEO, Envestnet)
  • Facilitated by Chip Roame (Managing Partner, Tiburon Strategic Advisors)

Facilitator
Chip Roame
(Managing Partner, Tiburon Strategic Advisors)

Speaker
Anil Arora
(CEO, Yodlee)

Speaker
Jud Bergman
(CEO, Envestnet)

 


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

12:00pm-1:00pm: Lunch & Panel Discussions

  • Panel Discussion I: ETFs & Indexing
    • Facilitated by Noreen Beaman (CEO, Brinker Capital)
    • Tiburon Client Speakers
      • John Mauldin (Chairman, Mauldin Economics)
      • Coming Soon
      • Coming Soon
      • Coming Soon

Facilitator
Noreen Beaman
(CEO, Brinker Capital)

Speaker
John Mauldin
(Chairman, Mauldin Economics)

Speaker
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

  • Panel Discussion II: Financial Advisors & Family Offices
    • Facilitated by Dave Welling (Business Head, Advisory Business, Advent Software)
    • Tiburon Client Speakers
      • Josh Brown (CEO, Ritholtz Wealth Management)
      • Richard Joyner (CEO, Tolleson Private Wealth Management)
      • Coming Soon
      • Coming Soon

Facilitator
Dave Welling
(Business Head, Advisory Business, Advent Software)

Speaker
Josh Brown
(CEO, Ritholtz Wealth Management)

Speaker
Richard Joyner
(CEO, Tolleson Private Wealth Management)

Speaker
Coming Soon

Speaker
Coming Soon

  • Panel Discussion III: Technology Disruptors
    • Facilitated by Anton Honikman (CEO, MyVest Corporation)
    • Tiburon Client Speakers
      • Ryan Caldwell (CEO, MX Technologies)
      • Bob Curtis (CEO, PIEtech)
      • Brad Pries (CEO, Sawtooth Solutions)
      • Clara Shih (CEO, Hearsay Social)

Facilitator
Anton Honikman
(CEO, MyVest Corporation)

Speaker
Ryan Caldwell
(CEO, MX Technologies)

Speaker
Bob Curtis
(CEO, PIEtech)

Speaker
Brad Pries
(CEO, Sawtooth Solutions)

Speaker
Clara Shih
(CEO, Hearsay Social)

1:00pm-1:15pm: Break

1:15pm-2:15pm: Panel Discussions

  • Panel Discussion I: Hedge Funds & Other Alternative Investments
    • Facilitated by Andrew Rudd (CEO, Advisor Software)
    • Tiburon Client Speakers
      • Roger Kafker (Managing Director, TA Associates)
      • Coming Soon
      • Coming Soon
      • Coming Soon

Facilitator
Andrew Rudd
(CEO, Advisor Software)

Speaker
Roger Kafker
(Managing Director, TA Associates)

Speaker
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

  • Panel Discussion II: Socially Responsible Investing & Impact Investing
    • Facilitated by Ron Cordes (Co-Chairman, AssetMark)
    • Tiburon Client Speakers
      • Deval Patrick (Managing Director, Bain Capital Partners)
      • Matt Patsky (CEO, Trillium Asset Management)
      • Andy Sieg (Business Head, Global Wealth & Retirement Solutions, Bank of America Merrill Lynch)
      • Coming Soon

Facilitator
Ron Cordes
(Co-Chairman, AssetMark)

Speaker
Deval Patrick
(Managing Director, Bain Capital Partners)

Speaker
Matt Patsky
(CEO, Trillium Asset Management)

Speaker
Andy Sieg
(Business Head, Global Wealth & Retirement Solutions, Bank of America Merrill Lynch)

Speaker
Coming Soon

  • Panel Discussion III: Online Advice: The Longer-Term Impact of Robo Advisors
    • Facilitated by Rob Klapprodt (President, Vestmark)
    • Tiburon Client Speakers
      • Sherrie Grabot (CEO, GuidedChoice)
      • Coming Soon
      • Coming Soon
      • Coming Soon

Facilitator
Rob Klapprodt
(President, Vestmark)

Speaker
Sherrie Grabot
(CEO, GuidedChoice)

 

Speaker
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

2:15pm-2:30pm: Break

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

  • Financial Advisor Channels
  • Facilitated by Aaron Klein (CEO, Riskalyze)
  • Tiburon Client Speakers
    • Dean Cook (President, FTJ FundChoice)
    • Fred Jonske (CEO, M Financial Group)
    • Alex Potts (CEO, Loring Ward Group)
    • Elliot Weissbluth (CEO, HighTower)

Facilitator
Aaron Klein
(CEO, Riskalyze)

Speaker
Dean Cook
(President, FTJ FundChoice)

Speaker
Fred Jonske
(CEO, M Financial Group)

Speaker
Alex Potts
(CEO, Loring Ward Group)

Speaker
Elliot Weissbluth
(CEO, HighTower)

 

3:30pm-3:45pm: Break

3:45pm-4:45pm: Guest Presentation

  • Prior Tiburon CEO Summit Award Recipient One-on-One Chat
  • Rob Arnott (Chairman, Research Affiliates)
  • Facilitated by Chip Roame (Managing Partner, Tiburon Strategic Advisors)

Facilitator
Chip Roame
(Managing Partner, Tiburon Strategic Advisors)

Speaker
Rob Arnott
(Chairman, Research Affiliates & Prior Tiburon CEO Summit Award Recipient)


 

 


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

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

5:00pm-6:30pm: Free Time & Walk to Dinner at Delmonico's

  • Delmonico's is a twenty minute walk from the Ritz Carlton Hotel
  • Tiburon team members will lead groups to the restaurant from the Ritz Carlton Hotel lobby, leaving every ten minutes at 6:10pm, 6:20pm, 6:30pm, 6:40pm, & 6:50pm
  • Delmonico's is located at 56 Beaver Street, New York, NY 10004 (212-509-1144)

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

  • Dinner sized portions of steak, fish, & other signature Delmonico's dishes with passed
    hors d'oeuvres and self serve stations with open seating to facilitate discussion between
    Tiburon clients

Wednesday, April 6, 2016

7:00am-7:45am: Continental Breakfast

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

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

  • Presented by Frank Trotter (Chairman, EverBank Global Markets)

Moderator
Frank Trotter
(Chairman, EverBank Global Markets)






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

  • Financial Advisor Mergers & Acquisitions (Buyers & Sellers)
  • Facilitated by Bob Herrmann (Executive Vice President, Discovery Data)
  • Tiburon Client Speakers
    • Dave Barton (CEO, Mercer Advisors)
    • Marty Bicknell (CEO, Mariner Holdings)
    • Ric Edelman (CEO, Edelman Financial Services)
    • Coming Soon

Facilitator
Bob Herrmann
(Executive Vice President, Discovery Data)

Speaker
Dave Barton
(CEO, Mercer Advisors)

Speaker
Marty Bicknell
(CEO, Mariner Holdings)

Speaker
Ric Edelman
(CEO, Edelman Financial Services)

Speaker
Coming Soon

9:00am-9:15am: Break

9:15am-10:15am: Panel Discussion

  • Financial Services & Financial Technology Mergers & Acquisitions (Buyers & Sellers)
  • Facilitated by Mike Alfred (CEO, BrightScope)
  • Tiburon Client Speakers
    • Eric Clarke (CEO, Orion Advisor Services)
    • Erica McGinnis (CEO, Advisor Group)
    • Roger Ochs (CEO, HD Vest Financial Services)
    • Coming Soon

Facilitator
Mike Alfred
(CEO, BrightScope)

 

Speaker
Eric Clarke
(CEO, Orion Advisor Services)

Speaker
Erica McGinnis
(CEO, Advisor Group)

Speaker
Roger Ochs
(CEO, HD Vest Financial Services)

Speaker
Coming Soon

10:15am-10:30am: Break

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

  • Venture Capital Partners
  • Facilitated by...
  • Tiburon Client Speakers
    • Atul Kamra (Managing Partner, SixThirty)
    • Coming Soon
    • Coming Soon
    • Coming Soon

Facilitator
Coming Soon

Speaker
Atul Kamra
(Managing Partner, SixThirty)

Speaker
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

11:30am-11:45am: Break

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

  • Private Equity Partners
  • Facilitated by...
  • Tiburon Client Speakers
    • Ben Cukier (Managing Partner, Centana Growth Partners)
    • Tony Salewski (Managing Director, Genstar Capital)
    • Jeremy Schein (Managing Director, Corsair Capital)
    • Scott Stuart (Managing Partner, Sageview Capital)

Facilitator
Coming Soon

Speaker
Ben Cukier
(Managing Partner, Centana Growth Partners)

Speaker
Tony Salewski
(Managing Director, Genstar Capital)

Speaker
Jeremy Schein
(Managing Director, Corsair Capital)

Speaker
Scott Stuart
(Managing Partner, Sageview Capital)


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

  • Presented by Frank Trotter (Chairman, EverBank Global Markets)

1:00pm: Dismissal, Lunch, & Open Discussion

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

Spokesperson
Kerry Calhoun
(Tiburon Strategic Advisors)

Spokesperson
Eric Clarke
(CEO, Orion Advisor Services)

Spokesperson
Dean Cook
(President, FTJ FundChoice)

 

Spokesperson
Kevin Knull
(President, MoneyGuidePro)

Spokesperson
David Smith
(Founding Publisher, Financial Advisor & Private Wealth Magazines)