Tiburon CEO Summit XXXV was held October 8-10, 2018, at the Ritz Carlton Hotel in San Francisco, CA. Tiburon CEO Summit XXXV officially started at 7:45am on Tuesday, October 9, 2018, included a group dinner that night, and finished at 2:00pm on Wednesday, October 10, 2018. Senior industry executives took two days out of their busy schedules to participate. There were over twenty sessions. Along with Tiburon's Managing Partner Chip Roame, Tiburon CEO Summit XXXV included speakers Mike Alfred (CEO, Digital Assets Data); David Benskin (CEO, Wealth Access); Dale Brown (CEO, Financial Services Institute (FSI)); Bruce Cameron (Co-CEO, Berkshire Global Advisors); Dean Cook (CEO, FTJ FundChoice); Joe Deitch (Chairman, Commonwealth Financial Network); Adam Durrett (Managing Director, Hellman & Friedman); Tash Elwyn (CEO, Raymond James & Associates); Dave Garff (President, Accuvest Global Advisors); Craig Gordon (Chief of Strategic Development, RBC Correspondent & Advisor Services); Barnaby Grist (Executive Chairman, RIA in a Box); Jason Grumet (CEO, Bipartisian Policy Center); Raphael Haas (CEO, Melting Point Solutions); Brian Hamburger (CEO, MarketCounsel); Scott Hanson (Co-CEO, Hanson McClain Group); Jim Hays (President, Wealth Brokerage Services, Wells Fargo Corporation); Bob Herrmann (CEO, Discovery Data); Phil Hildebrandt (CEO, Segall, Bryant, & Hamill); Heather Holmes (CEO, Genivity); Steve Janachowski (CEO, Brouwer & Janachowski); Aaron Klein (CEO, Riskalyze); David Knoch (President, 1st Global Capital Corporation); Tim Kochis (Former CEO, Aspiriant); Steve Lockshin (CEO, Advice Period); Stephanie Luedke (Global Head, Citi Investment Management); Neal Maglaque (President, Business Development, Advice & Wealth Management, Ameriprise Financial); Pat McClain (Co-CEO, Hanson McClain Group); Kathryn Morrison (CEO, Sun Star Strategic); Rob Nail (CEO, Singularity University); Vinay Nair (Chairman, 55ip); Liz Nesvold (Managing Partner, Silver Lane Advisors); Nathana O'Brien-Sharma (Faculty, Singularity University); Will Quist (Partner, Slow Ventures); Kevin Rafferty (CEO, Financeware); Larry Raffone (CEO, Financial Engines Edelman); John Rome (Co-Founder, Intensity Analytics Corporation); Rich Rosenbaum (Partner, Aquiline Capital Partners); James Rowe (Managing Partner, Entoro Capital); Brendan Ryan (Co-Business Head, Technology & Services Investment Banking, Raymond James Financial); Tony Salewski (Managing Director, Genstar Capital); Ken Schapiro (CEO, BackEnd Benchmarking); Skip Schweiss (President, TD Ameritrade Trust Company); Dan Seivert (CEO, Echelon Partners); Jay Shah (CEO, Personal Capital Corporation); Tim Shannon (President, CAIS Group); Raghav Sharma (CEO, GuideVine); Meir Statman (Professor, Finance, Leavey School of Business, Santa Clara University); Jeff Stein (Managing Director, Warburg Pincus); Laura Varas (CEO, Hearts & Wallets); Hardeep Walia (CEO, Motif Investing); Cathy Weatherford (CEO, Insured Retirement Institute (IRI)); Craig Wietz (President, First Rate); & others. Tiburon CEO Summit XXXV also featured the firm's traditional client-centric panel discussions and two networking-based social events.
Tiburon CEO Summit XXXV: October 8-10, 2018. Tiburon
Strategic Advisors is pleased to provide a summary of the
content of its Tiburon CEO Summit XXXV keynote
presentations. Chip Roame (Managing Partner, Tiburon Strategic
Advisors) gave a day #1 presentation broadly addressing the
state of the financial services industry, with a specific
focus on the growing wealth management market. He also gave a
day #2 presentation addressing strategic activity within the
Charles ("Chip") Roame is the Managing
Partner of Tiburon Strategic Advisors and a leading
strategic consultant to CEOs, other senior executives,
& boards of directors in the banking, insurance,
brokerage, & investment management markets. Prior
to forming Tiburon in 1998, Mr. Roame served in
similar capacities, first as a management consultant
at McKinsey & Company, and later as a business
strategist at The Charles Schwab Corporation. Mr.
Roame is quoted daily throughout the media and, due to
Tiburon's widely shared research, he may be the most
frequently demanded board advisor. His particular
expertise is that of corporate strategy for larger
financial services firms, designing broad
multi-faceted strategies and making trade-offs between
alternative businesses, products, & markets.
Mr. Roame has responsibility for all of Tiburon's
consulting, research, & marketing activities which keeps
him on the leading-edge of strategic initiatives in the
industry's fastest growing businesses -- exchange traded
funds, hedge funds & other alternative investments,
bitcoin & blockchain, financial planning, wealth
management services, life insurance, annuities, family
office services, online financial services, and the growing
independent advisor markets. He has also taken a substantial
interest in regulatory issues such as the fiduciary
standard, and in financial services industry venture capital
& private equity opportunities and mergers &
acquisitions transactions. At Tiburon, Mr. Roame has led
over 1,900 client engagements for over 450 corporate clients
Mr. Roame has won numerous awards throughout
the private equity, investment banking, consulting,
and financial services industries, including being
named one of the power 25 elite by Investment News,
one of the 25 most influential individuals in the
advisor business by Investment Advisor magazine, &
one of the five experts with the answers by Boomer
Market Advisor. Tiburon has also been named one of the
fastest growing companies by the San Francisco
Business Times in multiple years.
Mr. Roame is frequently sought as a board member by
Tiburon client company boards. He presently serves as a board
member of Envestnet (NYSE: ENV), as a board member of Edelman Financial Services (Ric Edelman’s business backed by Hellman & Friedman), and as a trustee of the SA mutual funds family (which is sponsored by Loring Ward and employs Dimensional Fund Advisors as its sole sub-advisor).
Tiburon CEO Summit XXXV: Videos
Tiburon CEO Summit XXXV videos are short snipets by attendees regarding their experiences in attending the Tiburon CEO Summits.
Tiburon CEO Summit XXXV videos will be posted soon. In the meantime, below you will find videos from the Tiburon CEO Summit XXXIV, held in New York, NY, April 9-11, 2018.