Upcoming CEO Summit: Tiburon CEO Summit XXVII

Tiburon CEO Summit XXVII will officially start at 7:45am on Tuesday, October 7, 2014, at the Ritz Carlton Hotel in San Francisco, CA, include a group dinner that night and finish at 3:30pm on Wednesday, October 8, 2014.

More casually, Tiburon CEO Summit XXVII will begin with a cocktail reception the prior evening Monday, October 6, 2014, at 6:00pm.


Meeting Agenda

The planned agenda is as follows:

Monday, October 6, 2014


6:00pm-9:00pm: Cocktail Reception 

  • The cocktail reception will be held at the Ritz Carlton Hotel in San Francisco, CA

Tuesday, October 7, 2014

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 XXVII Welcome

  • Presented by Skip Schweiss (President, TD Ameritrade Trust Company)

 

Tiburon CEO Summit XXVII
Moderator
Skip Schweiss
(President, TD Ameritrade Trust Company)





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

  • The Future of the Economy & Markets
  • Facilitated by to be announced
  • Tiburon Client Panelists
    • To be announced
    • To be announced
    • To be announced
    • To be announced

Tiburon CEO Summit
XXVII
Facilitator
Coming Soon

 

Tiburon CEO Summit
XXVII
Panelist
Coming Soon

 

Tiburon CEO Summit
XXVII
Panelist
Coming Soon

 

Tiburon CEO Summit
XXVII
Panelist
Coming Soon

 

Tiburon CEO Summit
XXVII
Panelist
Coming Soon

 

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

9:15am-10:15am: 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
XXVII
Facilitator
Coming Soon

 






10:15am-10:30am: Refreshments & Cell Phone Break

10:30am-12:00pm: Keynote Presentation

  • The Future of Wealth Management
  • Presented by Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Introduced by Skip Schweiss (President, TD Ameritrade Trust Company)

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




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

12:15pm-12:45pm: General Session Panel Discussion

  • Ask the CEOs
  • Facilitated by to be announced
  • Tiburon Client Panelists
    • Bill McNabb (CEO, The Vanguard Group) 
    • To be announced
    • To be announced
    • To be announced

Tiburon CEO Summit
XXVII
Facilitator
Coming Soon

Tiburon CEO Summit XXVII
Panelist
Bill McNabb
(
CEO, The Vanguard Group)

Tiburon CEO Summit
XXVII
Panelist
Coming Soon

Tiburon CEO Summit
XXVII
Panelist
Coming Soon


Tiburon CEO Summit
XXVII
Panelist
Coming Soon

12:45pm-1:00pm: Cell Phone Break

1:00pm-2:00pm: Box Lunches & Break-Out Sessions

  • Break-Out Sessions:
     
    • BOS Option I: The Future of Exchange Traded Funds (ETFs)
    • Facilitated by to be announced
    • Tiburon Client Panelists
      • To be announced
      • To be announced
      • To be announced
      • To be announced

Tiburon CEO Summit
XXVII
Facilitator
Coming Soon

 

Tiburon CEO Summit
XXVII
Panelist
Coming Soon

Tiburon CEO Summit
XXVII
Panelist
Coming Soon

Tiburon CEO Summit
XXVII
Panelist
Coming Soon

Tiburon CEO Summit
XXVII
Panelist
Coming Soon


    • BOS Option II: The Future of the Retirement Market, Including Retirement Plans & Retirement Income
    • Facilitated by to be announced
    • Tiburon Client Panelists
      • To be announced
      • To be announced
      • To be announced
      • To be announced

Tiburon CEO Summit
XXVII
Facilitator
Coming Soon

 

Tiburon CEO Summit
XXVII
Panelist
Coming Soon

Tiburon CEO Summit
XXVII
Panelist
Coming Soon

Tiburon CEO Summit
XXVII
Panelist
Coming Soon

Tiburon CEO Summit
XXVII
Panelist
Coming Soon


    • BOS Option III: Financial Advisor Merger & Acquisitions: Ask the Sellers
    • Facilitated by to be announced
    • Tiburon Client Panelists
      • To be announced
      • To be announced
      • To be announced
      • To be announced

Tiburon CEO Summit
XXVII
Facilitator
Coming Soon

 

Tiburon CEO Summit
XXVII
Panelist
Coming Soon

Tiburon CEO Summit
XXVII
Panelist
Coming Soon

Tiburon CEO Summit
XXVII
Panelist
Coming Soon

Tiburon CEO Summit
XXVII
Panelist
Coming Soon


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

2:00-2:15pm: Cell Phone Break

2:15pm-2:45pm: General Session Guest Presentation

  • Topic to be announced
  • Presented by Bill Sharpe (Professor Emeritus, Stanford University; Nobel Prize Winner in Economics; & Tiburon CEO Summit Award Winner)
  • Facilitated by to be announced


Tiburon CEO Summit
XXVII
Facilitator
Coming Soon

Tiburon CEO Summit XXVII
Past Award Recipient
Bill Sharpe
(
Professor Emeritus, Stanford University & Nobel Prize Winner in Economics)

2:45pm-3:00pm: Tiburon CEO Summit XXVII Day #1 Recap & Closing

  • Presented by Skip Schweiss (President, TD Ameritrade Trust Company)

3:00pm-6:30pm: Free Time & Shuttle/Ferry to Dinner

  • Ferry boat option #1: walking departure from the hotel lobby (group led by Frank Trotter will leave lobby promptly at 4:55pm) 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 led by Skip Schweiss 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 XXVII Group Dinner

  • 6:30pm-7:30pm: Cocktail Hour
  • 7:30pm-8:15pm: Dinner
  • 8:15pm-9:30pm: Dessert & After Dinner Reception

Wednesday, October 8, 2014

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 XXVII Day #2 Welcome

  • Presented by Frank Trotter (President, EverBank Direct)

Tiburon CEO Summit XXVII
Moderator
Frank Trotter
(President, EverBank Direct)






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

  • The Future of the Financial Advisor Channels
  • Facilitated by to be announced
  • Tiburon Client Panelists
    • To be announced
    • To be announced
    • To be announced
    • To be announced

Tiburon CEO Summit
XXVII
Facilitator
Coming Soon

 

Tiburon CEO Summit
XXVII
Panelist
Coming Soon

Tiburon CEO Summit
XXVII
Panelist
Coming Soon

Tiburon CEO Summit
XXVII
Panelist
Coming Soon

Tiburon CEO Summit
XXVII
Panelist
Coming Soon


 

9:00am-9:15am: Cell Phone Break

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

  • The Future of Online Advice
  • Facilitated by to be announced
  • Tiburon Client Panelists
    • To be announced
    • To be announced
    • To be announced
    • To be announced

Tiburon CEO Summit
XXVII
Facilitator
Coming Soon

 

Tiburon CEO Summit
XXVII
Panelist
Coming Soon

Tiburon CEO Summit
XXVII
Panelist
Coming Soon

Tiburon CEO Summit
XXVII
Panelist
Coming Soon

Tiburon CEO Summit
XXVII
Panelist
Coming Soon


 

10:15am-10:30am: Cell Phone Break

 

10:30am-11:30am: General Session Presentation

  • The Future of Open-End Mutual Funds & Other Registered Investment Companies
  • Facilitated by to be announced
  • Tiburon Client Panelists
    • To be announced
    • To be announced
    • To be announced
    • To be announced

Tiburon CEO Summit
XXVII
Facilitator
Coming Soon

 

Tiburon CEO Summit
XXVII
Panelist
Coming Soon

 

Tiburon CEO Summit
XXVII
Panelist
Coming Soon

 

Tiburon CEO Summit
XXVII
Panelist
Coming Soon

Tiburon CEO Summit
XXVII
Panelist
Coming Soon

11:30-11:45am: Refreshments & Cell Phone Break

11:45am-12:45pm: General Session Guest Presentation

  • Ask the Female Executives
  • Facilitated by to be announced
  • Tiburon Client Panelists
    • To be announced
    • To be announced
    • To be announced
    • To be announced

Tiburon CEO Summit
XXVII
Facilitator
Coming Soon

 

Tiburon CEO Summit
XXVII
Panelist
Coming Soon

 

Tiburon CEO Summit
XXVII
Panelist
Coming Soon

 

Tiburon CEO Summit
XXVII
Panelist
Coming Soon


Tiburon CEO Summit
XXVII
Panelist
Coming Soon



12:45pm-1:00pm: Boxed Lunches & Cell Phone Break

1:00pm-2:00pm: General Session Panel Discussion
  • Third-Party Views: Venture Capital & Private Equity Firms on the Financial Services Industry
  • Facilitated by to be announced
  • Tiburon Client Panelists
    • To be announced
    • To be announced
    • To be announced
    • To be announced

Tiburon CEO Summit
XXVII
Facilitator
Coming Soon

 

Tiburon CEO Summit
XXVII
Panelist
Coming Soon

Tiburon CEO Summit
XXVII
Panelist
Coming Soon

Tiburon CEO Summit
XXVII
Panelist
Coming Soon

Tiburon CEO Summit
XXVII
Panelist
Coming Soon

2:00pm-2:15pm: Cell Phone Break

2:15pm-3:15pm: General Session Panel Discussion
 

  • Third-Party Views: Investment Bankers, Stock Analysts, & Financial Journalists on the Financial Services Industry
  • Facilitated by to be announced
  • Tiburon Client Panelists
    • To be announced
    • To be announced
    • To be announced
    • To be announced

Tiburon CEO Summit
XXVII
Facilitator
Coming Soon

 

Tiburon CEO Summit
XXVII
Panelist
Coming Soon

Tiburon CEO Summit
XXVII
Panelist
Coming Soon

Tiburon CEO Summit
XXVII
Panelist
Coming Soon

Tiburon CEO Summit
XXVII
Panelist
Coming Soon

 

3:15pm-3:30pm: Tiburon CEO Summit XXVII Recap & Closing

  • Presented by Frank Trotter (President, EverBank Direct) & Chip Roame (Managing Partner, Tiburon Strategic Advisors)

3:30pm: Dismissal & Open Discussion

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

Tiburon CEO Summit XXVII
Spokesman
Mark Lopez
(Principal, Tiburon Strategic Advisors
)

Tiburon CEO Summit XXVII
Spokesman
Matt Lynch
(Principal, Tiburon Strategic Advisors
)

Tiburon CEO Summit
XXVII
Spokesman
Coming Soon

Tiburon CEO Summit
XXVII
Spokesman
Coming Soon

Tiburon CEO Summit
XXVII
Spokesman
Coming Soon