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 2:00pm 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: Regulators
    • 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

  • Panel Discussion II: Hedge Funds & Other Alternative Investments
    • Facilitator Coming Soon
    • Tiburon Client Speakers
      • Matt Brown (CEO, CAIS)
      • Bob Worthington (President, Hatteras Funds)
      • Coming Soon
      • Coming Soon


Facilitator
Coming Soon

Speaker
Matt Brown
(CEO, CAIS)

Speaker
Bob Worthington
(President, Hatteras Funds)

Speaker
Coming Soon

Speaker
Coming Soon

  • Panel Discussion III: Financial Advisor Channels
    • Facilitator Coming Soon
    • Tiburon Client 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

  • Panel Discussion IV: 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
      • Coming Soon
      • Coming Soon
      • Coming Soon
      • Coming Soon

Facilitator
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

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 Services Industry Mergers & Acquisitions (Buyers & Sellers)
    • Facilitator Coming Soon
    • Tiburon Client Speakers
      • Pete Hess (CEO, Advent Software)
      • Coming Soon
      • Coming Soon
      • Coming Soon

Facilitator
Coming Soon

Speaker
Pete Hess
(CEO, Advent Software)

Speaker
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

  • Panel Discussion IV: 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

  • Investment Bankers: Advising Financial Services Firms on Capital Raising and Mergers & Acquisitions
  • Facilitator Coming Soon
  • Tiburon Client Speakers
    • Bruce Cameron (CEO, Berkshire Capital Securities)
    • Coming Soon
    • Coming Soon
    • Coming Soon

 

Facilitator
Coming Soon

Speaker
Bruce Cameron
(CEO, Berkshire Capital Securities)

Speaker
Coming Soon

Speaker
Coming Soon

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 Investments
  • 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

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

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

  • Private Equity 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


12:45pm-1:00pm: Break

1:00pm-2:00pm: 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

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

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

2:15pm: 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