Upcoming CEO Summit: Tiburon CEO Summit XXXI

Tiburon CEO Summit XXXI will officially start at 7:45am on Tuesday, October 11, 2016, at the Ritz Carlton Hotel in San Francisco, CA, include a group dinner that night, and finish at 2:15pm on Wednesday, October 12, 2016.

More casually, Tiburon CEO Summit XXX will begin with a cocktail reception the prior evening Monday, October 10, 2016, at 6:00pm.


Meeting Agenda

The planned agenda is as follows:

Monday, October 10, 2016


6:00pm-9:00pm: Cocktail Reception 

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

Tuesday, October 11, 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 XXXI Welcome

  • Presenter coming soon

Moderator
Coming Soon


 

 

 

 

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

  • Ask the Consumers
  • Facilitator Coming Soon
  • Consumers
    • Bethany T.
    • Coming Soon
    • Coming Soon
    • Coming Soon

Facilitator
Coming Soon


 

 

 

 

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...

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






10:30am-10:45am: Break

10:45am-11:45am: Guest Presentation

  • Prior Tiburon CEO Summit Award Recipient One-on-One Chat
  • Presented by Walt Bettinger (CEO, The Charles Schwab Corporation)
  • Facilitated by Chip Roame (Managing Partner, Tiburon Strategic Advisors)

Facilitator
Chip Roame
(Managing Partner, Tiburon Strategic Advisors)

Speaker
Walt Bettinger
(CEO, The Charles Schwab Corporation)

 

 


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

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

  • Roundtable Discussion I: The Economy, the Fed, & the Regulatory Environment
    • Facilitator Coming Soon
    • Speakers
      • Bob Heller (Former Governor, Federal Reserve Board, & Former CEO, Visa USA)
      • Coming Soon
      • Coming Soon
      • Coming Soon

Facilitator
Coming Soon

Speaker
Bob Heller
(Former Governor, Federal Reserve Board, & Former CEO, Visa USA)

Speaker
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

  • Financial Advisors: Success Heavily Driven by Unique Sales & Marketing Methods
    • Facilitator Coming Soon
    • Speakers
      • Jane Williams (Chairman, Sand Hill Global Advisors)
      • Coming Soon
      • Coming Soon
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Facilitator
Coming Soon

Speaker
Jane Williams
(Chairman, Sand Hill Global Advisors)

Speaker
Coming Soon

Speaker
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Speaker
Coming Soon

  • Roundtable Discussion III: Tech Disruptors (Front-Office)
    • Facilitator Coming Soon
    • Speakers
      • John Wise (CEO, InvestCloud)
      • Justin Wisz (CEO, Vestorly)
      • Coming Soon
      • Coming Soon

Facilitator
Coming Soon

Speaker
John Wise
(CEO, InvestCloud)

Speaker
Justin Wisz
(CEO, Vestorly)

Speaker
Coming Soon

Speaker
Coming Soon

1:00pm-1:15pm: Break

1:15pm-2:15pm: Roundtable Discussions

  • Roundtable Discussion I: Hedge Funds & Liquid Alternatives
  • Facilitator Coming Soon
    • Speakers
      • Coming Soon
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Facilitator
Coming Soon

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  • Roundtable Discussion II: Robo Advisors: Will they Survive & Thrive?
  • Facilitator Coming Soon
    • Speakers
      • Matt Harris (Managing Director, Bain Capital Ventures)
      • Bo Lu (CEO, FutureAdvisor)
      • Mike Sha (CEO, SigFig)
      • Coming Soon

Facilitator
Coming Soon

Speaker
Bo Lu

(CEO, FutureAdvisor)

Speaker
Mike Sha
(CEO, SigFig)

Speaker
Coming Soon

Speaker
Coming Soon

  • Roundtable Discussion III: Tech Disruptors (Back-Office)
    • Facilitator Coming Soon
    • Speakers
      • Rob Klapprodt (President, Vestmark)
      • Coming Soon
      • Coming Soon
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Facilitator
Coming Soon

Speaker
Rob Klapprodt
(President, Vestmark)

Speaker
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

2:15pm-2:30pm: Break

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

  • Financial Advisor Channels
  • Facilitator Coming Soon
  • Speakers
    • Coming Soon
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Facilitator
Coming Soon

Speaker
Coming Soon

Speaker
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Speaker
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3:30pm-3:45pm: Break

3:45pm-4:45pm: Guest Presentation

  • Prior Tiburon CEO Summit Award Recipient One-on-One Chat
  • Presenter Coming Soon
  • Facilitator Coming Soon

Facilitator
Coming Soon

Speaker
Coming Soon

 

 


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

  • Presenter coming soon

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

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

Wednesday, October 12, 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 XXXI Day #2 Welcome

  • Presenter Coming Soon

Moderator
Coming Soon

 






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

  • Investment Managers: Active, Passive, & In Between
  • Presenter Coming Soon
  • Facilitator Coming Soon

Facilitator
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

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Coming Soon

Speaker
Coming Soon

9:00am-9:15am: Break

9:15am-10:15am: Panel Discussion

  • Financial Advisor Mergers & Acquisitions (Buyers & Sellers)
  • Facilitator Coming Soon
  • Speakers
    • Coming Soon
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Coming Soon

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10:15am-10:30am: Break

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

  • Financial Services Mergers & Acquisitions (Buyers & Sellers)
  • Facilitator Coming Soon
  • Speakers
    • Coming Soon
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11:30am-11:45am: Break

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

  • Financial Technology Mergers & Acquisitions (Buyers & Sellers)
  • Facilitator Coming Soon
  • Speakers
    • Coming Soon
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Facilitator
Coming Soon

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12:45pm-1:00pm: Break

1:00pm-2:00pm: Panel Discussion

  • Venture Capital & Private Equity
  • Facilitator Coming Soon
  • Speakers
    • Todd Crockett (Managing Director, TA Associates)
    • Doug Hammond (CEO, NFP)
    • Coming Soon
    • Coming Soon

Facilitator
Coming Soon

Speaker
Todd Crockett
(Managing Director, TA Associates)

Speaker
Doug Hammond
(CEO, NFP)

Speaker
Coming Soon

Speaker
Coming Soon


2:00pm-2:15pm: Tiburon CEO Summit XXXI Recap & Closing

  • Presenter Coming Soon

2:15pm: Dismissal & Open Discussion

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

Spokesperson
Kerry Calhoun
(Tiburon Strategic Advisors)

Spokesperson
Coming Soon

Spokesperson
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Spokesperson
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Spokesperson
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