January 23, 2009

Tiburon CEO Summit XV was held October 14-15, 2008 in San Francisco, CA at the Ritz Carlton Hotel. The Summit started at 7:45am on Tuesday, October 14, included a networking dinner that evening in Tiburon, & concluded at 4:15pm on Wednesday, October 15. Over 100 senior industry executives took two days out of their busy schedules to participate.

Six break-out sessions were held at the recently completed Tiburon CEO Summit XV, allowing attendees to informally debate trends and business strategies. Each session included no more than twenty-five attendees, all CEO-level executives, promoting frank discussions on a wide variety of topics. Leading financial industry executives, including Dennis Clark (CEO, Advisor Partners), Tom Lydon (President, Global Trends Investments), & Skip Schweiss (President, TD Ameritrade Trust Company, TD Ameritrade, TD Bank Financial Group), facilitated the break-out sessions, ensuring that the discussions remained lively and focused on high-level topics, which included:

• Building Back Credibility in a Battered Marketplace
  
• RIAs: Is the Market Really Growing in Numbers? Where are they Coming from & Where are they Going?
  
• Financial Advisor Technology: Building the Ultimate Wealth Management Delivery System
  
• The New Marketplace: Outlook for the Financial Services Industry for the Next Five Years
  
• Retirement Income & the Impact of the Recent Credit Crisis
  
• Mergers & Acquisitions: Lessons from the Front-Line... More
  

For a comprehensive perspective on Tiburon CEO Summits, please click here.

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