Upcoming Tiburon CEO Summit

Tiburon CEO Summit XVIII will be held April 14-15, 2010 in New York, NY at the Ritz Carlton Hotel in Battery Park City.

Attendee List

Tiburon CEO Summit XVIII will be limited to 150 attendees, all of them executive-level Tiburon clients. Attendees typically include executives from banks, brokerage firms, insurance companies, mutual fund companies, separate account managers, CPA firms, law firms, technology companies, and successful financial advisory firms. Click here for more details on the client invitee list.

Meeting Agenda

Tiburon CEO Summit XVIII will officially start at 7:45am on Wednesday, April 14, 2010, include a group dinner that night, and finish at 1:30pm on Thursday, April 15, 2010.

More casually, Tiburon CEO Summit XVIII will begin with a cocktail reception the prior evening Tuesday April 13, 2010 at 6:00pm at the Ritz Carlton Hotel in Battery Park City, New York. And Tiburon will host a casual dinner at a classic Manhattan restaurant on Thursday evening April 15, 2010 at 6:00pm for local guests or those staying beyond the close of the Tiburon CEO Summit.

Planned sessions include:

  • A pre-opening cocktail reception held from 6:00pm to 8:00pm on Tuesday, April 13, 2010 at the Ritz Carlton Hotel to allow casual introductions amongst attendees
  • A general session opening keynote presentation by Tiburon's Managing Principal Chip Roame regarding the state of the financial services industry. This presentation serves as the back drop and overview of the entire CEO Summit and Mr. Roame's general session opening keynote presentation has been supplemented with a question & answer session on day two to offer any needed challenges to conventional wisdom
  • General session guest presentations by Ed Bernard (Vice Chairman, T. Rowe Price Group), Abby Cohen (President, Global Markets Institute, Goldman Sachs Group), Steve Forbes (CEO, Forbes Media), Jim McCool (Executive Vice President, The Charles Schwab Corporation), Jonathan Steinberg (CEO, Wisdom Tree Investments), David Tittsworth (Executive Director, Investment Adviser Association), & Fred Tomczyk (CEO, TD Ameritrade)
  • The extremely popular general session panel discussion with consumers (Ask the Consumers), featuring four off-the-street consumer panelists
  • Two new general session panel discussions addressing the trends in both investing & brand management, (Ask the Stock Analysts & Ask the Reporters), facilitated by Tiburon CEO Summit featured guest facilitators and featuring Tiburon clients from different perspectives throughout the industry
  • Break-out sessions included during lunch on Day One with topics to be chosen by popularity on the logistics form emailed to attendees
  • One casual group dinner at a popular New York restaurant

Click here for a more detailed agenda.

Hotels & Other Logistics

The meeting will be held at the Ritz Carlton Hotel. Click here for more details. Book early to secure the best room rates! The hotel sold out for two of the last three Tiburon CEO Summits.