Tiburon CEO Summit XXXVI - Meeting Agenda

Tiburon CEO Summit XXXVI will officially start at 7:45am on Tuesday, April 2, 2019, at The Wagner at the Battery (FKA The Ritz Carlton Hotel) in New York, NY, include a group dinner that night, and finish at 2:00pm on Wednesday, April 3, 2019.

More casually, Tiburon CEO Summit XXXVI will begin with a cocktail reception Monday, April 1, 2019, at 6:00pm.


Meeting Agenda

The planned agenda is as follows:

Monday, April 1, 2019


6:00pm-8:00pm: Cocktail Reception

  • Location: The Wagner at the Battery (FKA The Ritz Carlton Hotel) in New York, NY

Tuesday, April 2, 2019

7:00am-7:45am: Continental Breakfast

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

7:45am-8:00am: Tiburon CEO Summit XXXVI Welcome

  • Presented by Coming Soon

Moderator

 

 

 

 

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

  • Ask the Consumers
  • Facilitated by Coming Soon
  • Consumers
    • Helen G.
    • Consumer #2 Coming Soon
    • Consumer #3 Coming Soon
    • Consumer #4 Coming Soon

Facilitator

Helen G.



Consumer #2


Consumer #3


Consumer #4


8:45am-9:00am: Break

9:00am-10:30am: Tiburon CEO Summit XXXVI - Keynote Presentation

  • The Top Six Wealth Management Industry Trends & Wealth Management Industry Strategic Activity
  • Presented by Chip Roame, Managing Partner, Tiburon Strategic Advisors
  • Introduced by 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 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 discussions)

12:00pm-1:00pm

  • Roundtable Discussion I: Financial Advisor Channels: Trends in Captive & Independent Channels
    • Facilitated by Coming Soon
    • Speakers
      • Tom Bradley, CEO, Tom Bradley Advisors
      • Scott Curtis, President, Raymond James Financial Services
      • Jim Nagengast, CEO, Securities America
      • Coming Soon

    Facilitator

    Speaker
    Tom Bradley
    CEO
    Tom Bradley Advisors

    Speaker
    Scott Curtis
    President
    Raymond James Financial Services

    Speaker
    Jim Nagengast
    CEO
    Securities America

    Speaker

  • Roundtable Discussion II: Financial Advisor Technology
    • Facilitated by Coming Soon
    • Speakers
      • Lori Hardwick, CEO, Advisor Innovation Labs
      • Clara Shih, CEO, Hearsay Social
      • Coming Soon
      • Coming Soon

    Facilitator

    Speaker
    Lori Hardwick
    CEO
    Advisor Innovation Labs

    Speaker
    Clara Shih
    CEO
    Hearsay Social

    Speaker

    Speaker

  • Roundtable Discussion III: How Demographics Drive Change Women & Millennials
    • Facilitated by Coming Soon
    • Speakers
      • Gayle Crowell, Senior Advisor, Warburg Pincus
      • Salene Hitchcock-Gear, President, Prudential Individual Life Insurance
      • Bridget McNamara-Fenesy, CEO, M Holdings Securities
      • Jan Molino, CEO, Aspire Ascend

    Facilitator

    Speaker
    Gayle Crowell
    Senior Advisor
    Warburg Pincus

    Speaker
    Salene Hitchcock-Gear
    President
    Prudential Individual Life Insurance

    Speaker
    Bridget McNamara-Fenesy
    CEO
    M Holdings Securities

    Speaker
    Jan Molino
    CEO
    Aspire Ascend

1:00pm-1:15pm: Break

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

  • Roundtable Discussion I: Ask the Leading Advisors
    • Facilitated by Coming Soon
    • Speakers
      • Ron Carson, CEO, Carson Wealth Management Group
      • Kim Fleming, CEO, Hefren-Tillotson
      • Kevin Mahn, President, Hennion & Walsh Asset Management
      • Coming Soon

    Facilitator

    Speaker
    Ron Carson
    CEO
    Carson Wealth Management Group

    Speaker
    Kim Fleming
    CEO
    Hefren-Tillotson

    Speaker
    Kevin Mahn
    President
    Hennion & Walsh Asset Management

    Speaker

  • Roundtable Discussion II: Discount Brokers, Robo Advisors, FANG Companies, & Other B2C Models
    • Facilitated by Coming Soon
    • Speakers
      • Ram Subramaniam, President, Fidelity Brokerage Services
      • Coming Soon
      • Coming Soon
      • Coming Soon

    Facilitator

    Speaker
    Ram Subramaniam
    President
    Fidelity Brokerage Services

    Speaker

    Speaker

    Speaker

  • Roundtable Discussion III: Investment Management 2.0: Indexing & Alternatives
    • Facilitated by Coming Soon
    • Speakers
      • Jim Dowd, President, North Capital
      • Hunter Horsley, CEO, Bitwise Asset Management
      • Coming Soon
      • Coming Soon

    Facilitator

    Speaker
    Jim Dowd
    President
    North Capital

    Speaker
    Hunter Horsley
    CEO
    Bitwise Asset Management

    Speaker

    Speaker

2:15pm-2:30pm: Break

2:30pm-2:45pm: Tiburon Impact Adventures

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

Speaker
Scott Hanson
Co-CEO
Hanson McClain

Speaker
Craig Wietz
President
First Rate

 

 


2:45pm-3:30pm

  • General Session Panel Discussion: Views from Public Company CEOs
    • Facilitated by Coming Soon
    • Speakers
      • Tim Hockey, CEO, TD Ameritrade
      • Coming Soon
      • Coming Soon
      • Coming Soon

    Facilitator

    Speaker
    Tim Hockey
    CEO
    TD Ameritrade

    Speaker

    Speaker

    Speaker

3:30pm-3:45pm: Break

3:45pm-4:45pm: Tiburon Talks

  • Introduced by Coming Soon
  • Economy & Markets
    • Ed Yardeni, President, Yardeni Research
  • Savings Crisis in America
    • Coming Soon
  • Ensuring Retirement Security
    • Coming Soon
  • Fiduciary & Suitability Standards
    • Karen Barr, CEO, Investment Adviser Association (IAA)

Facilitator

Speaker
Ed Yardeni
President
Yardeni Research

Speaker

Speaker

Speaker
Karen Barr
CEO
Investment Adviser Association
(IAA)

 

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

  • Presented by Coming Soon

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

  • Option #1: Meet in lobby of The Wagner at the Battery at 6:00pm
  • Option #2: Meet in lobby of The Wagner at the Battery at 6:15pm
  • Option #3: Meet in lobby of The Wagner at the Battery at 6:30pm

7:00pm-9:30pm: Tiburon CEO Summit XXXVI Dinner

  • Location: Delmonico's (56 Beaver St, New York, NY 10004) (212-509-1144)
  • 7:00pm-7:45pm: Cocktails & Appetizers
  • 7:45pm-9:30pm: Dinner

Wednesday, April 3, 2019

7:00am-7:45am: Continental Breakfast

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

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

  • Presented by Coming Soon

Moderator

 

 

 

 

8:00am-8:45am: Tiburon CEO Summit XXXVI; Key Trends Discussion Session (Four Thoughtful Tiburon Clients to be Invited to Stage to Participate in Key Trends Discussion Session)

  • Facilitated by Chip Roame, Managing Partner, Tiburon Strategic Advisors
  • Speakers
    • Tiburon Client Speaker #1 Announced Onsite
    • Tiburon Client Speaker #2 Announced Onsite
    • Tiburon Client Speaker #3 Announced Onsite
    • Tiburon Client Speaker #4 Announced Onsite
  • Introduced by Coming Soon

Facilitator
Chip Roame
Managing Partner
Tiburon Strategic Advisors

 

 

 

8:45am-9:00am: Break

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

  • Introduced by Coming Soon
  • Speakers
    • Craig Gordon, Chief of Strategic Development, RBC Correspondent & Advisor Services
    • Skip Schweiss, President, TD Ameritrade Trust Company

Speaker
Craig Gordon
Chief of Strategic Development
RBC Correspondent & Advisor Services

Speaker
Skip Schweiss
President

TD Ameritrade Trust Company

 



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

  • Financial Technology Mergers & Acquisitions
  • Facilitated by Coming Soon
  • Speakers
    • Coming Soon
    • Coming Soon
    • Coming Soon
    • Coming Soon

Facilitator

Speaker

Speaker

Speaker

Speaker

10:15am-10:30am: Break

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

  • Investment Management Firms Mergers & Acquisitions
  • Facilitated by Coming Soon
  • Speakers
    • Bruno del Ama, Former CEO, Global X
    • Nate Dalton, CEO, Affiliated Managers Group (AMG)
    • Coming Soon
    • Coming Soon

Facilitator

Speaker
Bruno del Ama
Former CEO
Global X

Speaker
Nate Dalton
CEO
Affiliated Managers Group (AMG)

Speaker

Speaker

11:30am-11:45am: Break

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

  • Financial Advisor Mergers & Acquisitions
  • Facilitated by Coming Soon
  • Speakers
    • Dave Barton, Vice Chairman, Mercer Advisors
    • Sandra Nesbit, Managing Partner, GFS Private Wealth Advisors
    • Al Zdenek, CEO, Traust Sollus Wealth Management
    • Coming Soon

Facilitator

Speaker
Dave Barton
Vice Chairman
Mercer Advisors

Speaker
Sandra Nesbit
Managing Partner
GFS Private Wealth Advisors

Speaker
Al Zdenek
CEO
Traust Sollus Wealth Management

Speaker

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

  • Venture Capital & Private Equity
  • Facilitated by Coming Soon
  • Speakers
    • Coming Soon
    • Coming Soon
    • Coming Soon
    • Coming Soon

Facilitator

Speaker

Speaker

Speaker

Speaker

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

  • Presented by Coming Soon

2:00pm: Dismissal & Open Discussion