Upcoming CEO Summit: Tiburon CEO Summit XXXV

Tiburon CEO Summit XXXV will officially start at 7:45am on Tuesday, October 9, 2018, at the Ritz Carlton Hotel in San Francisco, CA, include a group dinner that night, and finish at 2:00pm on Wednesday, October 10, 2018.

More casually, Tiburon CEO Summit XXXV will begin with a cocktail reception Monday, October 8, 2018, at 6:00pm.


Meeting Agenda

The planned agenda is as follows:

Monday, October 8, 2018


6:00pm-8:00pm: Cocktail Reception

  • Location: Ritz Carlton Hotel in San Francisco, CA

Tuesday, October 9, 2018

7:00am-7:45am: Continental Breakfast

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

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

  • Presented by Coming Soon

Moderator

 

 

 

 

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

  • Ask the Consumers
  • Facilitated by Coming Soon
  • Consumers
    • Consumer #1 Coming Soon
    • Consumer #2 Coming Soon
    • Consumer #3 Coming Soon
    • Consumer #4 Coming Soon

 

Facilitator

Consumer



Consumer


Consumer


Consumer


8:45am-9:00am: Break

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

  • The Top Twelve 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)

  • Prior Tiburon CEO Summit Award Recipient Coming Soon
  • Facilitated by Chip Roame, Managing Partner, Tiburon Strategic Advisors

Facilitator
Chip Roame
Managing Partner
Tiburon Strategic Advisors

Prior Tiburon CEO Summit Award Recipient

 

 


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
    • David Knoch, President, 1st Global Capital Corporation
    • Jim Hays, President, Wealth Brokerage Services, Wells Fargo Corporation
    • Brian Hamburger, CEO, Market Counsel
    • Neal Maglaque, President, Ameriprise Financial

     

Facilitator

Speaker
David Knoch
President
1st Global Capital Corporation

Speaker
Jim Hays
President
Wealth Brokerage Services
Wells Fargo Corporation

Speaker
Brian Hamburger
CEO
Market Counsel

Speaker
Neal Maglaque
President
Business Development
Advice & Wealth Management
Ameriprise Financial

  • Roundtable Discussion II: Financial Advisor Technology
    • Facilitated by Coming Soon
    • Speakers
      • Aaron Klein, CEO, Riskalyze
      • John Rome, Co-Founder, Intensity Analytics Corporation
      • Raghav Sharma, CEO, GuideVine
      • Tiburon Client Speaker #4 Coming Soon

Facilitator

Speaker
Aaron Klein
CEO
Riskalyze

Speaker
John Rome
Co-Founder
Intensity Analytics Corporation

Speaker
Raghav Sharma
CEO
GuideVine

Speaker

  • Roundtable Discussion III: Financial Services Industry Women's Lunch
    • Facilitated by Coming Soon
    • Speakers
      • Gayle Crowell, Managing Director, Warburg Pincus
      • Ellen Kinlin, CEO, The Kinlin Company
      • Stephanie Luedke, CEO, Citi Investment Management
      • Kathryn Morrison, CEO, Sun Star Strategic

Facilitator

Speaker
Gayle Crowell
Managing Director
Warburg Pincus


Speaker
Ellen Kinlin
CEO
The Kinlin Company


 

Speaker
Stephanie Luedke
CEO
Citi Investment Management


Speaker
Kathryn Morrison
CEO
Sun Star Strategic

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
    • Tony DiMatteo, Co-Founder, Lottery.Com
    • Ken Schapiro, CEO, BackEnd Consulting
    • Jay Shah, CEO, Personal Capital Corporation
    • Tiburon Client Speaker #4 Coming Soon

     

Facilitator

Speaker
Tony DiMatteo
Co-Founder

Lottery.Com

Speaker
Ken Schapiro
CEO
BackEnd Consulting

 

Speaker
Jay Shah
CEO

Personal Capital Corporation

Speaker


  • Roundtable Discussion II: Investment Management: Cryptocurrencies and Blockchain
    • Facilitated by Coming Soon
    • Speakers
      • Steve Watkins, CEO, Entrex
      • Tiburon Client Speaker #2 Coming Soon
      • Tiburon Client Speaker #3 Coming Soon
      • Tiburon Client Speaker #4 Coming Soon

Facilitator

Speaker
Steve Watkins
CEO

Entrex

Speaker

Speaker

Speaker

  • Roundtable Discussion III: Ask the Leading Advisors
    • Facilitated by Coming Soon..
    • Speakers
      • Tiburon Client Speaker #1 Coming Soon
      • Tiburon Client Speaker #2 Coming Soon
      • Tiburon Client Speaker #3 Coming Soon
      • Tiburon Client Speaker #4 Coming Soon

Facilitator

Speaker


Speaker

Speaker

Speaker

2:00pm-2:15pm: Break

2:15pm-2:30pm: Tiburon Skip & Chip's Excellent Adventures

  • Speakers
    • Alex Potts, CEO, Loring Ward Group
    • Skip Schweiss, President, TD Ameritrade Trust Company

     

Speaker
Alex Potts
CEO
Loring Ward Group

Speaker
Skip Schweiss
President

TD Ameritrade Trust Company

 



2:30pm-3:15pm: Tiburon Fireside Chat (Tiburon CEO Summit Award Recipient)

  • Tiburon CEO Summit Award Recipient Coming Soon
  • Facilitated by Chip Roame, Managing Partner, Tiburon Strategic Advisors

 

Facilitator
Chip Roame
Managing Partner
Tiburon Strategic Advisors

Speaker
Tiburon CEO Summit Award Recipient






3:15pm-3:30pm: Break

3:30pm-4:45pm: Tiburon Talks

  • Introduced by Coming Soon
  • Economy & Markets
    • Coming soon
  • Behavioral Finance
    • Meir Statman, Professor, Finance, Leavey School of Business, Santa Clara University
  • Fiduciary & Suitability Standards
    • Dale Brown, CEO, Financial Services Institute (FSI)
  • Ellevate: An Essential Guide to Life
    • Joe Deitch, Chairman, Commonwealth Financial Network
  • Savings Crisis in America
    • Coming soon

Speaker

Speaker
Dale Brown
CEO
Financial Services Institute (FSI)

Speaker
Meir Statman
Professor, Finance
Leavey School of Business
Santa Clara University

Speaker
Dale Brown
CEO
Financial Services Institute (FSI)

Speaker
Joe Deitch
Chairman
Commonwealth Financial Network

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

  • Presented by Coming Soon

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

  • Option #1: Walking & Ferryboat: Meet in lobby of Ritz Carlton Hotel at 6:00pm (should arrive a few minutes early for cocktails)
  • Option #2: Bus: Meet in lobby of Ritz Carlton Hotel at 6:15pm (should arrive a few minutes after start of cocktails)
  • Option #3: Walking & Ferryboat: Meet in lobby of Ritz Carlton Hotel at 6:30pm (should arrive during cocktails and before dinner)

6:30pm-10:00pm: Tiburon CEO Summit XXXV Dinner

  • Location: Corinthian Yacht Club
  • 6:30pm-8:00pm: Cocktails & Appetizers
  • 7:00pm-10:00pm: Buffet Dinner

Wednesday, October 10, 2018

7:00am-7:45am: Continental Breakfast

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

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

  • Presented by Coming Soon

Moderator






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

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

Speaker
Chip Roame
Managing Partner
Tiburon Strategic Advisors

Speaker


Speaker

Speaker

Speaker

8:45am-9:00am: Break

9:00am-9:15am: 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

 

 


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

  • Financial Technology Mergers & Acquisitions
  • Facilitated by Coming Soon
  • Speakers
    • Bob Herrmann, CEO, Discovery Data
    • Tiburon Client Speaker #2 Coming Soon
    • Tiburon Client Speaker #3 Coming Soon
    • Tiburon Client Speaker #4 Coming Soon

Facilitator

Speaker
Bob Herrmann
CEO
Discovery Data

Speaker

Speaker

Speaker

10:15am-10:30am: Break

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

  • Investment Management Firms Mergers & Acquisitions
  • Facilitated by Coming Soon
  • Speakers
    • Bruce Cameron, Partner, Berkshire Capital Securities
    • Dean Cook, CEO, FTJ Fund Choice
    • Tim Shannon, President, CAIS Group
    • Tiburon Client Speaker #4 Coming Soon

Facilitator

Speaker
Bruce Cameron
Partner
Berkshire Capital Securities

Speaker
Dean Cook

CEO
FTJ Fund Choice

Speaker
Tim Shannon
President
CAIS Group

 

Speaker

11:30am-11:45am: Break

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

  • Financial Advisor Mergers & Acquisitions
  • Facilitated by Coming Soon
  • Speakers
    • Larry Raffone, CEO, Financial Engines
    • Dan Seivert, CEO, Echelon Partners
    • Tiburon Client Speaker #3 Coming Soon
    • Tiburon Client Speaker #4 Coming Soon

Facilitator

Speaker
Larry Raffone
CEO
Financial Engines

Speaker
Dan Seivert
CEO
Echelon Partners

Speaker

 

Speaker

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

  • Venture Capital & Private Equity
  • Facilitated by Coming Soon
  • Speakers
    • Nicole Quinn, Partner, Lightspeed Venture Partners
    • Jeff Stein, Managing Director, Warburg Pincus
    • Will Quist, Partner, Slow Ventures
      Tiburon Client Speaker #4 Coming Soon

Facilitator

Speaker
Nicole Quinn
Partner

Lightspeed Venture Partners

Speaker
Jeff Stein
Managing Director
Warburg Pincus

Speaker
Will Quist
Partner
Slow Ventures

Speaker

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

Presented by Coming Soon

2:00pm: Dismissal & Open Discussion