Upcoming CEO Summit: Tiburon CEO Summit XXXIIII

Tiburon CEO Summit XXXIII will officially start at 7:45am on Tuesday, October 10, 2017, at the Ritz Carlton Hotel in San Francisco, CA, include a group dinner that night, and finish at 2:00pm on Wednesday, October 11, 2017.

More casually, Tiburon CEO Summit XXXIII will begin with a cocktail reception the prior evening Monday, October 9, 2017, at 6:00pm.


Meeting Agenda

The planned agenda is as follows:

Monday, October 9, 2017


6:00pm-8:00pm: Cocktail Reception

  • Location: Ritz Carlton Hotel in San Francisco, CA
  • 6:15pm-6:30pm: Tiburon Talk

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

    Facilitator
    Chip Roame
    (Managing Partner, Tiburon Strategic Advisors)

    Speaker
    Coming Soon







Tuesday, October 10, 2017

7:00am-7:45am: Continental Breakfast

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

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

  • Presented by Coming Soon

Moderator
Coming Soon

 

 

 

 

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

  • Ask the Consumers
  • Facilitated by Coming Soon
  • Consumers
    • Coming Soon
    • Coming Soon
    • Coming Soon
    • Coming Soon

Facilitator
Coming Soon


 

 

 

 

8:45am-9:00am: Break

9:00am-10:30am: Keynote Day #1 Presentation

  • The Future of Wealth Management:
    The Top Ten Wealth Management Industry Trends & Ten Potential Disruptors
  • 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

  • Tiburon CEO Summit Fireside Chat
  • Presented by Dave Butler (Co-CEO, Dimensional Fund Advisors)
  • Facilitated by Chip Roame (Managing Partner, Tiburon Strategic Advisors)

Facilitator
Chip Roame
(Managing Partner, Tiburon Strategic Advisors)

Speaker
Dave Butler
(Co-CEO, Dimensional Fund Advisors)

 

 


11:30am-11:45am: Break (please take lunch to your choice of 11:45am roundtable discussions)

11:45am-12:45pm: Lunch & Roundtable Discussions

  • Roundtable Discussion I: Financial Advisor Channels: Trends in Captive & Independent Channels
  • Facilitated by Coming Soon
  • Speakers
    • Bill Van Law (President, Investment Advisors Division, Raymond James Financial)
    • Coming Soon
    • Coming Soon
    • Coming Soon

Facilitator
Coming Soon

Speaker
Bill Van Law
(President, Investment Advisors Division, Raymond James Financial)

Speaker
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

  • Roundtable Discussion II: Investment Management: Active, Passive, & In Between
    • Facilitated Coming Soon
    • Speakers
      • Coming Soon
      • Coming Soon
      • Coming Soon
      • Coming Soon

Facilitator
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

  • Roundtable Discussion III: Retirement Market: Retirement Plans, Rollovers, & the Fiduciary Standard
    • Facilitated by Coming Soon
    • Speakers
      • Bob Guillocheau (CEO, Ascensus)
      • Babu Sivadasan (President, Envestnet Retirement Solutions)
      • Coming Soon
      • Coming Soon

Facilitator
Coming Soon

Speaker
Bob Guillocheau
(CEO, Ascensus)

Speaker
Babu Sivadasan
(President, Envestnet Retirement Solutions)

Speaker
Coming Soon

Speaker
Coming Soon

12:45pm-1:00pm: Break

1:00pm-2:00pm: Roundtable Discussions

  • Roundtable Discussion I: Discount Brokers, Robo Advisors, & Other B2C Models
  • Facilitated by Coming Soon
  • Speakers
    • Peter deSilva (President, Scottrade)
    • Coming Soon
    • Coming Soon
    • Coming Soon

Facilitator
Coming Soon

Speaker
Peter deSilva
(President, Scottrade)

Speaker
Coming Soon

Speaker
Coming Soon

Speaker
Coming Soon

  • Roundtable Discussion II: Socially Responsible Investing & Impact Investing: Doing Well by Doing Good
    • Facilitated by Coming Soon
    • Speakers
      • Tim Freundlich (President, ImpactAssets)
      • Kim Wright-Violich (Managing Partner, Tideline)
      • Coming Soon
      • Coming Soon

Facilitator
Coming Soon

Speaker
Tim Freundlich
(President, ImpactAssets)

Speaker
Kim Wright-Violich
(Managing Partner, Tideline)

Speaker
Coming Soon

Speaker
Coming Soon

  • Roundtable Discussion III: Financial Advisor Technology
    • Facilitated by Coming Soon
    • Speakers
      • Colin Close (President, InvestCloud)
      • Aaron Klein (CEO, Riskalyze)
      • Drew Sievers (CEO, Trizic)
      • Coming Soon

Facilitator
Coming Soon

Speaker
Colin Close
(President, InvestCloud)

Speaker
Aaron Klein
(CEO, Riskalyze)

Speaker
Drew Sievers
(CEO, Trizic)

Speaker
Coming Soon

2:00pm-2:15pm: Break

2:15pm-2:30pm: 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
Craigt Wietz
(President, First Rate)

 

 


2:30pm-3:15pm: Tiburon Fireside Chat: A Management Transition

  • Presented by Kunal Kapoor (CEO, Morningstar) & Joe Mansueto (Executive Chairman, Morningstar)
  • Facilitated by Chip Roame (Managing Partner, Tiburon Strategic Advisors)

Facilitator
Chip Roame
(Managing Partner, Tiburon Strategic Advisors)

Speaker
Kunal Kapoor
(CEO, Morningstar)

Speaker
Joe Mansueto
(Executive Chairman, Morningstar)

3:15pm-3:30pm: Break

3:30pm-4:30pm: Tiburon Talks

  • Politics & The Regulatory Environment
    • Eric Cantor (Vice Chairman, Moelis & Company)
  • Coming Soon
    • Coming Soon
  • Coming Soon
    • Coming Soon

Speaker
Eric Cantor
(Vice Chairman, Moelis & Company)

Speaker
Coming Soon

Speaker
Coming Soon

4:30pm-4:45pm: Tiburon CEO Summit XXXIII Day #1 Recap & Closing

  • Presented by Coming Soon

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

  • Transportation Option #1: Meet in lobby of Ritz Carlton Hotel no later than 5:10pm. Walk 20-25 minutes (downhill) to San Francisco ferry building. Board 5:45pm Tiburon ferry for arrival in Tiburon within sight of Corinthian Yacht Club at 6:15pm. 
  • Transportation Option #2: Meet in lobby of Ritz Carlton Hotel no later than 5:30pm. Board luxury bus for trip over Golden Gate Bridge to Tiburon. Arrive at Corinthian Yacht Club parking lot at 6:15pm-6:30pm (depending on traffic of course).
  • Transportation Option #3: Meet in lobby of Ritz Carlton Hotel no later than 6:00pm. Walk 20-25 minutes (downhill) to San Francisco ferry building. Board 6:55pm Tiburon ferry for arrival in Tiburon within sight of Corinthian Yacht Club at 7:25pm (slightly late for dinner)

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

  • Location: Corinthian Yacht Club at 43 Main Street, Tiburon, CA 94920
  • 6:30pm-7:30pm: Cocktails & Appetizers
  • 7:30pm-7:45pm: Tiburon Comments
    • Presented by Chip Roame (Managing Partner, Tiburon Strategic Advisors)

Facilitator
Chip Roame
(Managing Partner, Tiburon Strategic Advisors)







  • 7:45pm-9:30pm: Dinner & Dessert
  • Luxury busses will take guests back to the Ritz Carlton Hotel at 8:30pm, 9:00pm, & 9:30pm

    Wednesday, October 11, 2017

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

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

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

    • Presented by Coming Soon

    Moderator
    Coming Soon






    8:00am-8:45am: Keynote Day #2 Presentation

    • Wealth Management Industry Strategic Activity
    • Presented by Chip Roame (Managing Partner, Tiburon Strategic Advisors)
    • Introduced by Coming Soon

    Speaker
    Chip Roame
    (Managing Partner, Tiburon Strategic Advisors)





    8:45am-9:00am: Break

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

    • Speakers
      • Alex Potts (CEO, Loring Ward Group)
      • Skip Schweiss (President, TD Ameritrade Trust Company)
    • Introduced by Coming Soon

    Speaker
    Alex Potts
    (CEO, Loring Ward Group)

    Speaker
    Skip Schweiss
    (President, TD Ameritrade Trust Company)

     

     


    9:15am-10:00am: Panel Discussion

    • Investment Management Firm Mergers & Acquisitions
    • Facilitated by Coming Soon
    • Speakers
      • Cooper Abbott (President, Carillon Tower Advisors)
      • Coming Soon
      • Coming Soon
      • Coming Soon

    Facilitator
    Coming Soon

    Speaker
    Cooper Abbott
    (President, Carillon Tower Advisors)

    Speaker
    Coming Soon

    Speaker
    Coming Soon

    Speaker
    Coming Soon

    10:00am-10:15am: Break

    10:15am-11:15am: Panel Discussion

    • Financial Technology Mergers & Acquisitions
    • Facilitated by Coming Soon
    • Speakers
      • Justin Brownhill (Managing Partner, SenaHill Partners)
      • Buck Buckley (CEO, Actua Corporation)
      • Coming Soon
      • Coming Soon

    Facilitator
    Coming Soon

    Speaker
    Justin Brownhill
    (Managing Partner, SenaHill Partners)

    Speaker
    Buck Buckley
    (CEO, Actua Corporation)

    Speaker
    Coming Soon

    Speaker
    Coming Soon

    11:15am-11:30am: Break

    11:30am-12:30pm: Tiburon Fireside Chat

    • Financial Advisor Mergers & Acquisitions: An Example Transaction
    • Facilitated by Coming Soon
    • Speakers
      • Tif Joyce (President, Joyce Financial Management)
      • Dave Ryan (President, California, Upton Financial Group)
      • Ken Weise (CEO, Sonoma County Wealth Advisors)

    Facilitator
    Coming Soon

    Speaker
    Tif Joyce
    (President, Joyce Financial Management)

    Speaker
    Dave Ryan
    (President, California, Upton Financial Group)

    Speaker
    Kevin Weise
    (CEO, Sonoma County
    Wealth Advisors)

    12:30pm-12:45pm: Break

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

    • Venture Capital & Private Equity
    • Facilitated by Coming Soon
    • Speakers
      • Mark Beeston (Founding Partner, Illuminate Financial Management)
      • Vincenzo LaRuffa (Partner, Aquiline Capital Partners)
      • Alex Rampell (Partner, Andreessen Horowitz)
      • Schwark Satyavolu (Partner, Trinity Ventures)

    Facilitator
    Coming Soon

    Speaker
    Mark Beeston
    (Founding Partner, Illuminate Financial Management)

    Speaker
    Vincenzo LaRuffa
    (Partner, Aquiline Capital Partners)

    Speaker
    Alex Rampell
    (Partner, Andreessen Horowitz)

    Speaker
    Schwark Satyavolu
    (Partner, Trinity Ventures)

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

    • Presented by Chip Roame (Managing Partner, Tiburon Strategic Advisors) & Moderator Coming Soon

    2:00pm: Dismissal & Open Discussion

  •