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

  • Presenter Coming Soon

Tiburon CEO Summit
XXIX
Moderator
Coming Soon


 

 

 

 

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

  • Markets & Economy
  • Facilitator Coming Soon
  • Tiburon Client Speakers
    • Coming Soon
    • Coming Soon
    • Coming Soon
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Tiburon CEO Summit
XXIX
Facilitator
Coming Soon

Tiburon CEO Summit
XXIX
Speaker
Coming Soon

Tiburon CEO Summit
XXIX
Speaker
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Tiburon CEO Summit
XXIX
Speaker

Coming Soon

Tiburon CEO Summit
XXIX
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

Tiburon CEO Summit
XXIX
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

Tiburon CEO Summit XXIX
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

Tiburon CEO Summit
XXIX
Facilitator
Coming Soon

Tiburon CEO Summit
XXIX
Speaker
Coming Soon

Tiburon CEO Summit
XXIX
Speaker
Coming Soon

Tiburon CEO Summit
XXIX
Speaker

Coming Soon

Tiburon CEO Summit
XXIX
Speaker

Coming Soon

 

  • Panel Discussion II: Products
    • Facilitator Coming Soon
    • Tiburon Client Speakers
      • Coming Soon
      • Coming Soon
      • Coming Soon
      • Coming Soon


Tiburon CEO Summit
XXIX
Facilitator
Coming Soon

Tiburon CEO Summit
XXIX
Speaker
Coming Soon

Tiburon CEO Summit
XXIX
Speaker
Coming Soon

Tiburon CEO Summit
XXIX
Speaker

Coming Soon

Tiburon CEO Summit
XXIX
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


Tiburon CEO Summit
XXIX
Facilitator
Coming Soon

Tiburon CEO Summit
XXIX
Speaker
Elliot Weissbluth
(CEO, HighTower)

Tiburon CEO Summit
XXIX
Speaker
Coming Soon

Tiburon CEO Summit
XXIX
Speaker

Coming Soon

Tiburon CEO Summit
XXIX
Speaker

Coming Soon

  • Panel Discussion IV: Financial Advisors
    • Facilitator Coming Soon
    • Tiburon Client Speakers
      • Coming Soon
      • Coming Soon
      • Coming Soon
      • Coming Soon

Tiburon CEO Summit
XXIX
Facilitator
Coming Soon

Tiburon CEO Summit
XXIX
Speaker
Coming Soon

Tiburon CEO Summit
XXIX
Speaker
Coming Soon

Tiburon CEO Summit
XXIX
Speaker

Coming Soon

Tiburon CEO Summit
XXIX
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
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Tiburon CEO Summit
XXIX
Facilitator
Coming Soon

Tiburon CEO Summit
XXIX
Speaker
Coming Soon

Tiburon CEO Summit
XXIX
Speaker
Coming Soon

Tiburon CEO Summit
XXIX
Speaker

Coming Soon

Tiburon CEO Summit
XXIX
Speaker

Coming Soon

  • Panel Discussion II: Institutional & International Channels
    • Facilitator Coming Soon
    • Tiburon Client Speakers
      • Coming Soon
      • Coming Soon
      • Coming Soon
      • Coming Soon

Tiburon CEO Summit
XXIX
Facilitator
Coming Soon

Tiburon CEO Summit
XXIX
Speaker
Coming Soon

Tiburon CEO Summit
XXIX
Speaker
Coming Soon

Tiburon CEO Summit
XXIX
Speaker

Coming Soon

Tiburon CEO Summit
XXIX
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
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Tiburon CEO Summit
XXIX
Facilitator
Coming Soon

Tiburon CEO Summit
XXIX
Speaker
Pete Hess
(CEO, Advent Software)

Tiburon CEO Summit
XXIX
Speaker
Coming Soon

Tiburon CEO Summit
XXIX
Speaker

Coming Soon

Tiburon CEO Summit
XXIX
Speaker

Coming Soon

  • Panel Discussion IV: Financial Advisor Mergers & Acquisitions (Buyers & Sellers)
    • Facilitator Coming Soon
    • Tiburon Client Speakers
      • Coming Soon
      • Coming Soon
      • Coming Soon
      • Coming Soon

Tiburon CEO Summit
XXIX
Facilitator
Coming Soon

Tiburon CEO Summit
XXIX
Speaker
Coming Soon

Tiburon CEO Summit
XXIX
Speaker
Coming Soon

Tiburon CEO Summit
XXIX
Speaker

Coming Soon

Tiburon CEO Summit
XXIX
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)

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

Tiburon CEO Summit
XXIX
Speaker
Eduardo Repetto
(Co-CEO, Dimensional Fund Advisors)

 

 



3:30pm-3:45pm: Break

3:45pm-4:45pm: Panel Discussion

  • Investment Bankers
  • Facilitator Coming Soon
  • Tiburon Client Speakers
    • Coming Soon
    • Coming Soon
    • Coming Soon
    • Coming Soon

 

Tiburon CEO Summit
XXIX
Facilitator
Coming Soon

Tiburon CEO Summit
XXIX
Speaker
Coming Soon

Tiburon CEO Summit
XXIX
Speaker
Coming Soon

Tiburon CEO Summit
XXIX
Speaker

Coming Soon

Tiburon CEO Summit
XXIX
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

  • Presenter Coming Soon

 

Tiburon CEO Summit XXIX
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

Tiburon CEO Summit
XXIX
Facilitator
Coming Soon

Tiburon CEO Summit
XXIX
Speaker
Aaron Klein
(CEO, Riskalyze)

Tiburon CEO Summit
XXIX
Speaker
Jan Kolbusz
(Founder, Decimal Software)

Tiburon CEO Summit
XXIX
Speaker
Clara Shih
(CEO, Hearsay Social)

Tiburon CEO Summit
XXIX
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

Tiburon CEO Summit
XXIX
Facilitator
Coming Soon

Tiburon CEO Summit
XXIX
Speaker
Coming Soon

Tiburon CEO Summit
XXIX
Speaker
Coming Soon

Tiburon CEO Summit
XXIX
Speaker

Coming Soon

Tiburon CEO Summit
XXIX
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

Tiburon CEO Summit
XXIX
Facilitator
Coming Soon

Tiburon CEO Summit
XXIX
Speaker
Coming Soon

Tiburon CEO Summit
XXIX
Speaker
Coming Soon

Tiburon CEO Summit
XXIX
Speaker

Coming Soon

Tiburon CEO Summit
XXIX
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

Tiburon CEO Summit
XXIX
Facilitator
Coming Soon

Tiburon CEO Summit
XXIX
Speaker
Coming Soon

Tiburon CEO Summit
XXIX
Speaker
Coming Soon

Tiburon CEO Summit
XXIX
Speaker

Coming Soon

Tiburon CEO Summit
XXIX
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

Tiburon CEO Summit
XXIX
Facilitator
Coming Soon

Tiburon CEO Summit
XXIX
Speaker
Coming Soon

Tiburon CEO Summit
XXIX
Speaker
Coming Soon

Tiburon CEO Summit
XXIX
Speaker

Coming Soon

Tiburon CEO Summit
XXIX
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:

Tiburon CEO Summit XXIX
Spokeswoman
Kerry Calhoun
(Tiburon Strategic Advisors)

Tiburon CEO Summit XXIX
Spokesman
Coming Soon

Tiburon CEO Summit XXIX
Spokesman
Coming Soon

Tiburon CEO Summit XXIX
Spokesman
Coming Soon

Tiburon CEO Summit XXIX
Spokesman
Coming Soon