Upcoming CEO Summit: Tiburon CEO Summit XXVIII

Tiburon CEO Summit XXVIII will officially start at 7:45am on Tuesday, April 7, 2015, at the Ritz Carlton Hotel in New York, NY (Battery Park), include a group dinner that night and finish at 12:00pm on Wednesday, April 8, 2015.

More casually, Tiburon CEO Summit XXVIII will begin with a cocktail reception the prior evening Monday, April 6, 2015, at 6:00pm.


Meeting Agenda

The planned agenda is as follows:

Monday, April 6, 2015


6:00pm-9:00pm: Cocktail Reception 

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

Tuesday, April 7, 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 XXVIII Welcome

  • Presented by to be announced

 

Tiburon CEO Summit XXVIII
Moderator
Coming Soon





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

  • The Future of the Economy & Markets
  • Facilitated by to be announced 
  • Tiburon Client Speakers
    • Zachary Karabell (Chief Global Strategist, Envestnet)
    • Burt White (Chief Investment Officer, LPL Financial)
    • To be announced
    • To be announced

Tiburon CEO Summit
XXVIII
Facilitator
Coming Soon

Tiburon CEO Summit
XXVIII
Speaker
Zachary
Karabell
(Chief Global Strategist, Envestnet)

Tiburon CEO Summit
XXVIII
Speaker
Burt White
(Chief Investment Officer, LPL Financial)

Tiburon CEO Summit
XXVIII
Speaker
Coming Soon

Tiburon CEO Summit
XXVIII
Speaker
Coming Soon

9:00am-9:15am: Cell Phone Break

9:15am-10:45am: Keynote Presentation

    • The Future of Wealth Management
    • Presented by Chip Roame (Managing Partner, Tiburon Strategic Advisors)
    • Introduced by to be announced

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






    10:45am-11:00am: Refreshments & Cell Phone Break

    11:00am-12:00pm: General Session Panel Discussion

    • Ask the Consumers
    • Facilitated by to be announced
    • Consumer Panelists
      • To be announced
      • To be announced
      • To be announced
      • To be announced

    Tiburon CEO Summit
    XXVIII
    Facilitator
    Coming Soon






    12:00pm-12:15pm: Cell Phone Break

    12:15pm-1:15pm:  Lunches & Break-Out Sessions

    • Break-Out Sessions:
       
      • BOS Option I: Keynote Highlights - The Future of Investment Products: ETFs & Liquid Alternatives
      • Facilitated by to be announced
      • Tiburon Client Speakers
        • Tony Rochte (President, SelectCo Division, Fidelity Asset Management)
        • To be announced
        • To be announced
        • To be announced

    Tiburon CEO Summit
    XXVIII
    Facilitator
    Coming Soon

    Tiburon CEO Summit
    XXVIII
    Speaker
    Tony Rochte
    (President, SelectCo Division, Fidelity Asset Management)

    Tiburon CEO Summit
    XXVIII
    Speaker
    Coming Soon

    Tiburon CEO Summit
    XXVIII
    Speaker
    Coming Soon

    Tiburon CEO Summit
    XXVIII
    Speaker
    Coming Soon

      • BOS Option II: Keynote Highlights - The Future of Leading Financial Advisors
      • Facilitated by to be announced
      • Tiburon Client Speakers
        • Ric Edelman (CEO, The Edelman Financial Group)
        • To be announced
        • To be announced
        • To be announced

    Tiburon CEO Summit
    XXVIII
    Facilitator
    Coming Soon

    Tiburon CEO Summit
    XXVIII
    Speaker
    Ric Edelman
    (CEO, The Edelman Financial Group)

    Tiburon CEO Summit
    XXVIII
    Speaker
    Coming Soon

    Tiburon CEO Summit
    XXVIII
    Speaker
    Coming Soon

    Tiburon CEO Summit
    XXVIII
    Speaker
    Coming Soon

      • BOS Option III: Keynote Highlights - The Future of Institutional Retirement Markets
      • Facilitated by to be announced
      • Tiburon Client Speakers
        • Babu Sivadasan (President, Envestnet Retirement Solutions)
        • To be announced
        • To be announced
        • To be announced

    Tiburon CEO Summit
    XXVIII
    Facilitator
    Coming Soon

    Tiburon CEO Summit
    XXVIII
    Speaker
    Babu Sivadasan
    (President, Envestnet Retirement Solutions)

    Tiburon CEO Summit
    XXVIII
    Speaker
    Coming Soon

    Tiburon CEO Summit
    XXVIII
    Speaker
    Coming Soon

    Tiburon CEO Summit
    XXVIII
    Speaker
    Coming Soon

    • Please take lunch to your choice of break-out sessions

    1:15pm-1:30pm: Cell Phone Break

    1:30pm-2:30pm: Break-Out Sessions

    • Break-Out Sessions:
       
      • BOS Option I: Keynote Highlights - The Future of Socially Responsible Investing & Impact Investing
      • Facilitated by to be announced
      • Tiburon Client Speakers
        • Ron Cordes (Co-Chairman, AssetMark)
        • Gil Crawford (CEO, MicroVest Capital Management)
        • Joseph Keefe (CEO, Pax World Funds)
        • To be announced

    Tiburon CEO Summit
    XXVIII
    Facilitator
    Coming Soon

    Tiburon CEO Summit
    XXVIII
    Speaker
    Ron Cordes
    (Co-Chairman, AssetMark)

    Tiburon CEO Summit
    XXVIII
    Speaker
    Gil Crawford
    (CEO, MicroVest Capital Management)

    Tiburon CEO Summit
    XXVIII
    Speaker
    Joseph Keefe
    (CEO, Pax World Funds)

    Tiburon CEO Summit
    XXVIII
    Speaker
    Coming Soon

    • Break-Out Sessions:
       
      • BOS Option II: Keynote Highlights - The Future of Online Advice
      • Facilitated by to be announced
      • Tiburon Client Speakers
        • Tom Bradley (President, Retail Distribution, TD Ameritrade)
        • Andrew Rudd (CEO, Advisor Software)
        • Jay Sidhu (CEO, Customers Bancorp)
        • Ron Suber (President, Prosper Marketplace)

    Tiburon CEO Summit
    XXVIII
    Facilitator
    Coming Soon

    Tiburon CEO Summit
    XXVIII
    Speaker
    Tom Bradley
    (President, Retail Distribution, TD Ameritrade)

    Tiburon CEO Summit
    XXVIII
    Speaker
    Andrew Rudd
    (CEO, Advisor Software)

    Tiburon CEO Summit
    XXVIII
    Speaker
    Jay Sidhu
    (CEO, Customers Bancorp)

    Tiburon CEO Summit
    XXVIII
    Speaker
    Ron Suber
    (President, Prosper Marketplace)

    • Break-Out Sessions:
       
      • BOS Option III: The Future of International Markets
      • Facilitated by to be announced
      • Tiburon Client Speakers
        • To be announced
        • To be announced
        • To be announced
        • To be announced

    Tiburon CEO Summit
    XXVIII
    Facilitator
    Coming Soon

    Tiburon CEO Summit
    XXVIII
    Speaker
    Coming Soon

    Tiburon CEO Summit
    XXVIII
    Speaker
    Coming Soon

    Tiburon CEO Summit
    XXVIII
    Speaker
    Coming Soon

    Tiburon CEO Summit
    XXVIII
    Speaker
    Coming Soon


    2:30pm-2:45pm: Cell Phone Break

    2:45pm-3:45pm: General Session Panel Discussion

    • The Future of the Financial Advisor Channels
    • Facilitated by to be announced
    • Tiburon Client Speakers
      • Jud Bergman (CEO, Envestnet)
      • Tad Edwards (CEO, Benjamin Edwards & Company)
      • Alexandra Lebenthal (CEO, Lebenthal Holdings)
      • Erica McGinnis (CEO, AIG Advisor Group)

    Tiburon CEO Summit
    XXVIII
    Facilitator
    Coming Soon

    Tiburon CEO Summit
    XXVIII
    Speaker
    Jud Bergman
    (CEO, Envestnet)

    Tiburon CEO Summit
    XXVIII
    Speaker
    Tad Edwards
    (CEO, Benjamin Edwards & Company)

    Tiburon CEO Summit
    XXVIII
    Speaker
    Alexandra Lebenthal
    (CEO, Lebenthal Holdings)


    Tiburon CEO Summit
    XXVIII
    Speaker
    Erica McGinnis
    (CEO, AIG Advisor Group)

    3:45pm-4:00pm: Refreshments & Cell Phone Break

    4:00pm-4:45pm: General Session Guest Presentation

    • Newsmaker One-on-One Chat
    • Presented by John Taft (CEO, RBC Wealth Management US)
    • Facilitated by Chip Roame (Managing Partner, Tiburon Strategic Advisors)

    Tiburon CEO Summit
    XXVIII
    Facilitator
    Chip Roame
    (Managing Partner, Tiburon Strategic Advisors)

    Tiburon CEO Summit
    XXVIII
    John Taft
    (CEO, RBC Wealth Management US)

     

     


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

    • Presented by to be announced

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

    • Group walk option: Delmonico's is about 20 minutes walking distance from the Ritz Carlton Hotel. Tiburon team members will lead groups to the restaurant from the Ritz Carlton Hotel lobby every ten minutes, leaving at 6:10pm, 6:20pm, 6:30pm, 6:40pm, & 6:50pm 

    6:30pm-9:30pm: Tiburon CEO Summit XXVIII Group Dinner

    • Delmonico's Restaurant is located at 56 Beaver Street, New York, NY 10004 (212-509-1144)
    • 6:30pm-9:30pm: Cocktails & 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 8, 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 XXVIII Day #2 Welcome

    • Presented by to be announced

    Tiburon CEO Summit XXVIII
    Moderator
    Coming Soon






    8:00am-9:15am: General Session Panel Discussion

    • Celebrate the Award Winners
    • Facilitated by to be announced
    • Tiburon CEO Summit Award Winners
      • Mark Casady (CEO, LPL Financial & Tiburon CEO Summit Award Winner)
      • Don Phillips (Managing Director, Morningstar & Tiburon CEO Summit Award Winner)


      Tiburon CEO Summit
      XXVIII
      Facilitator
      Coming Soon

      Tiburon CEO Summit
      XXVIII
      Speaker
      Mark Casady
      (CEO, LPL Financial & Tiburon CEO Summit Award Winner)

      Tiburon CEO Summit
      XXVIII
      Speaker
      Don Phillips
      (Managing Director, Morningstar & Tiburon CEO Summit Award Winner)



      9:15am-9:30am: Cell Phone Break

      9:30am-10:30am: General Session Panel Discussion

      • Acquirers & Acquirees
      • Facilitated by to be announced
      • Tiburon Client Speakers
        • Joe Mrak (CEO, FolioDynamix)
        • Nick Schorsch (Executive Chairman, RCS Capital Corporation)
        • To be announced
        • To be announced

      Tiburon CEO Summit
      XXVIII
      Facilitator
      Coming Soon

      Tiburon CEO Summit
      XXVIII
      Speaker
      Joe Mrak
      (CEO, FolioDynamix)

      Tiburon CEO Summit
      XXVIII
      Speaker
      Nick Schorsch
      (Executive Chairman, RCS Capital Corporation)

      Tiburon CEO Summit
      XXVIII
      Speaker
      Coming Soon

      Tiburon CEO Summit
      XXVIII
      Speaker
      Coming Soon

        10:30am-10:45am: Refreshments & Cell Phone Break

        10:45am-11:45am: General Session Panel Discussion

        • Third-Party Views: Venture Capital & Private Equity Firms on the Financial Services Industry
        • Facilitated by to be announced
        • Tiburon Client Speakers
          • Tim Draper (Founding Partner, Draper, Fisher, & Jurvetson)
          • Jim Lockhart (Vice Chairman, WL Ross & Company)
          • To be announced
          • To be announced

        Tiburon CEO Summit
        XXVIII
        Facilitator
        Coming Soon

        Tiburon CEO Summit
        XXVIII
        Speaker
        Tim Draper
        (Founding Partner, Draper, Fisher, & Jurvetson)

        Tiburon CEO Summit
        XXVIII
        Speaker
        Jim Lockhart
        (Vice Chairman, WL Ross & Company)

        Tiburon CEO Summit
        XXVIII
        Speaker
        Coming Soon

        Tiburon CEO Summit
        XXVIII
        Speaker
        Coming Soon

        11:45am-12:00pm: Tiburon CEO Summit XXVIII Recap & Closing

        • Presented by to be announced & Chip Roame (Managing Partner, Tiburon Strategic Advisors)

        12:00pm: Dismissal & Open Discussion

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

        Tiburon CEO Summit XXVIII
        Spokesman
        Coming Soon

        Tiburon CEO Summit XXVIII
        Spokesman
        Coming Soon

        Tiburon CEO Summit XXVIII
        Spokesman
        Coming Soon

        Tiburon CEO Summit XXVIII
        Spokesman
        Coming Soon

        Tiburon CEO Summit XXVIII
        Spokesman
        Coming Soon