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Upcoming CEO Summit: Tiburon CEO Summit
XXIII
Tiburon CEO Summit XXIII will officially start at
7:45am on Tuesday, October 16, 2012 at the Ritz Carlton Hotel in
San Francisco, CA
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include a group dinner that night at Servino's Restaurant in Tiburon, CA
and finish at 12:30pm on Wednesday, October 17, 2012.
More casually,
Tiburon CEO Summit XXIII will begin with a cocktail reception the prior
evening Monday October 15, 2012 at 6:00pm at the Ritz Carlton Hotel.
Meeting Agenda
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CEO Summit XXIII
Moderator
To Be Announced
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CEO Summit XXIII
Economy &
Markets Speaker
To Be Announced
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CEO Summit XXIII
Keynote Presenter
Chip Roame
(Managing Partner,
Tiburon Strategic
Advisors)
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CEO Summit XXIII
Award Recipient
Harry Markowitz
(Professor, University of California at San Diego)
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CEO Summit XXIII
Award Recipient
To Be Announced
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The
planned agenda is as follows:
Monday,
October 15, 2012
6:00pm-9:00pm: Cocktail
Receptions
- Tiburon will host a casual
cocktail reception at the Ritz Carlton Hotel
Tuesday, October 16, 2012
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 XXIII Welcome
- Presenter to be announced
8:00am-8:45am: General
Session Guest Presentation: Economy & Markets
- Guest Speaker to be announced
- Introducer to be announced
8:45am-9:00am: Refreshments
& Cell Phone Break
9:00am-10:45am: Keynote
Presentation
- The Future of Wealth Management
- Presented by Chip Roame
(Managing Partner, Tiburon Strategic Advisors)
- Introducer to be announced
10:45am-11:00am: Cell
Phone Break
11:00am-12:00pm: Tiburon
CEO Summit Award Presentation
- Harry Markowitz (Professor, University of California at San Diego)
- Facilitated by Chip Roame
(Managing Partner, Tiburon Strategic Advisors)
12:00pm-1:00pm: Box
Lunches & Break-Out Sessions
- Break-Out Sessions:
- Smart Money's Increasing Interest in the Independent Broker/Dealer & RIA Businesses
- Technology: How Has it Changed our Business in the Last Five Years
- Barron's Top Advisors Panel Discussion
- Evolution and Innovation of Alternative Investments for High Net-Worth Investors
- Personal Retirement Income Solution Management
- Please take lunch to your
choice of break-out sessions
1:00pm-1:15pm: Cell
Phone Break
1:15pm-2:15pm: Tiburon
CEO Summit Award Presentation
- Award Recipient to be announced
- Facilitated by Chip Roame
(Managing Partner, Tiburon Strategic Advisors)
2:15pm-2:30pm: Refreshments
& Cell Phone Break
2:30pm-3:30pm: General
Session Panel Discussion
- Distribution Trends: The
Emergence of Independent Advisors
& the Re-Emergence of the Online
Channels
- Facilitated by Matt Lynch
(Principal, Tiburon Strategic Advisors)
- Tiburon Client Panelists
- To be announced
- To be announced
- To be announced
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CEO Summit XXIII
General Session
Panelist
To Be Announced
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CEO Summit XXIII
General Session
Panelist
To Be Announced
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CEO Summit XXIII
General Session
Panelist
To Be Announced
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3:30pm-3:45pm: Cell Phone Break
3:45pm-4:45pm: General Session Panel Discussion
- Regulatory Panel
- Facilitated by Chip Roame (Managing Partner, Tiburon Strategic Advisors)
- Tiburon Client Panelists
- To be announced
- To be announced
- To be announced
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CEO Summit XXIII
General Session
Panelist
To Be Announced
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CEO Summit XXIII
General Session
Panelist
To Be Announced
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CEO Summit XXIII
General Session
Panelist
To Be Announced
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4:45pm-5:00pm: Tiburon CEO Summit XXIII Day #1 Recap & Closing
- Presenter to be announced
5:00pm-6:30pm: Free
Time & Shuttle/Ferry to Dinner
- Shuttle
option
- Ferry option
6:30pm-9:30pm: Tiburon
CEO Summit XXIII Group Dinner at Servino's Restaurant in
Tiburon, CA
- Servino's Restaurant is
located at
9 Main Street, Tiburon, CA
94920 (415-435-2676)
- 6:30pm-7:30pm: Cocktail Hour
- 7:30pm-9:30pm: Dinner
Wednesday,
October 17, 2012
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CEO Summit XXIII
Moderator
To Be Announced
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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 XXIII Day #2 Welcome
- Presenter to be announced
8:00am-8:45am: General
Session Panel Discussion
- Product Trends: Exchange
Trade Funds, Alternative Investments,
Retirement Income, & Longevity Insurance
- Facilitated by Chip Roame
(Managing Partner,
Tiburon Strategic Advisors)
- Tiburon Client Panelists:
- Jeff Gundlach (CEO, DoubleLine Capital)
- Andrew Rudd (CEO, Advisor Software)
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CEO Summit XXIII
General Session
Panelist
Jeff Gundlach
(CEO, DoubleLine Capital)
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CEO Summit XXIII
General Session
Panelist
Andrew Rudd
(CEO, Advisor Software)
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CEO Summit XXIII
General Session
Panelist
To Be Announced
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8:45am-9:00am: Cell
Phone Break
9:00am-9:45am:
General Session Panel Discussion
- Strategic Activity
Trends: Financial Services Industry Venture Capital, Mergers
& Activity, and Private Equity
- Facilitated by Chip Roame
(Managing Partner, Tiburon Strategic Advisors)
- Tiburon Client Panelists
- Ric Edelman (Co-CEO, The Edelman Financial Group)
- To be announced
- To be announced
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CEO Summit XXIII
General Session
Panelist
Ric Edelman (Co-CEO, The Edelman Financial Group)
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CEO Summit XXIII
General Session
Panelist
To Be Announced
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CEO Summit XXIII
General Session
Panelist
To Be Announced
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9:45am-10:00am: Refreshments
& Cell Phone Break
10:00am-10:45am: General Session
Panel Discussion
- Innovation Panel: Unique
Business Strategies in an Evolving Market
- Facilitated by Chip Roame
(Managing Partner, Tiburon Strategic Advisors)
- Tiburon Client Panelists
- Mike Gianoni (Group President, Financial Institutions Group, Fiserv)
- Frank Trotter (President, EverBank Direct)
- To be announced
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CEO Summit XXIII
General Session
Panelist
Mike Gianoni (Group President, Financial Institutions Group, Fiserv)
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CEO Summit XXIII
General Session
Panelist
Frank Trotter (President, EverBank Direct)
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CEO Summit XXIII
General Session
Panelist
To Be Announced
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10:45am-11:00am: Cell Phone Break
11:00am-11:45am: General Session Panel Discussion
- Ask The Consumers
- Facilitater to be announced
- Consumer Panelists:
- To be announced
- To be announced
- To be announced
- To be announced
11:45am-12:00pm: Wraps
Buffet & Cell Phone Break
12:00pm-12:30pm: Tiburon CEO Summit XXIII Recap & Closing
- Presented by Chip
Roame (Managing Partner, Tiburon Strategic Advisors)
Media Relations:
Marie Swift from
Impact Communications is leading media relations. Several Tiburon clients and
long time Tiburon CEO Summit attendees are serving as media spokesmen:
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CEO Summit XXIII
Media Relations Manager
Marie Swift (CEO, Impact Communication)
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CEO Summit XXIII
Media Spokesman
Gail Graham (Executive Vice President, Marketing, Fidelity Institutional Wealth Services)
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CEO Summit XXIII
Media Spokesman
Skip Schweiss (President, TD Ameritrade Trust Company)
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CEO Summit XXIII
Media Spokesman
Frank Trotter (President, EverBank Direct)
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