Tiburon CEO Summit XV will be held October 14-15, 2008 in San Francisco, CA at the Ritz Carlton Hotel.

Attendee List

Tiburon CEO Summit XV will be limited to 125 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 invitee list.

Meeting Agenda

Tiburon CEO Summit XV will officially start at 7:45am on Tuesday, October 14, 2008, include a group dinner that night in Tiburon, and finish at 5:00pm on Wednesday, October 15, 2008.

More casually, the CEO Summit will begin with a cocktail reception the prior evening, Monday October 13, 2008, at 6:00pm, at the Ritz Carlton Hotel in San Francisco, CA.

Planned sessions include:

• A pre-opening cocktail reception held from 6:00-9:00pm on Monday October 13, 2008 at the Ritz Carlton Hotel
• 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
• General session guest presentations by Keith Banks (President, Global Wealth & Investment Management, Bank of America Corporation), Bruce Bond (CEO, Power Shares), Rich Brueckner (CEO, Pershing), Bill Hambrecht (CEO, WR Hambrecht & Company), Norm Malo (CEO, National Financial Services Corporation), Joe Mansueto (CEO, Morningstar), Joel Marks (Vice Chairman, Advanced Equities Financial Corporation), Don Putnam (Managing Partner, Grail Partners), & Michael Sapir (CEO, Pro Fund Advisors)
• The extremely popular general session panel discussion with consumers (Ask the Consumers), facilitated by Dennis Clark (CEO, Advisor Partners) and featuring four off-the-street consumer panelists; with financial advisors (Ask the Advisors), facilitated by Skip Schweiss (Chief Operating Officer, TD Ameritrade Trust Company), allowing direct interaction with front-line financial advisors, featuring four Tiburon clients; and with leading gatekeepers (Ask the Gatekeepers), facilitated by Tim Armour (Board Member, Janus Capital Group) serving as the third leg of the "client" series and allowing the views of investment management firms to be tested with some of their largest institutional clients, featuring four Tiburon clients. There will also be and Ask the Manufacturers panel at Tiburon CEO Summit XV
• Break-out sessions on three key timely newsworthy issues
• Three casual group dinners at classic San Francisco area restaurants

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.

Key Agenda Changes

For those who attended Tiburon CEO Summit XIV this past April, the key changes in the agenda and logistics include:

• Tiburon CEO Summit XV will be held at the Ritz Carlton Hotel in San Francisco, CA, with its Spring CEO Summits remaining in New York, NY
• Tiburon CEO Summit XV has been moved earlier in the week to Tuesday & Wednesday to better accommodate attendee travel schedules
• Tiburon CEO Summit XV day two has again been extended into afternoon to accommodate the continuing demand from top-notch CEO-level speakers to address the attendees of Tiburon's CEO Summits
• Tiburon CEO Summit XV's overall schedule was altered to position more general session speakers early and more break-out sessions towards the end
• Tiburon Managing Principal Chip Roame's general session opening keynote presentation has been supplemented with a day two question answer session to offer any needed challenges to conventional wisdom
• Nine new guest speakers representing leading-edge trends have been invited to address the group, including Keith Banks (President, Global Wealth & Investment Management, Bank of America Corporation), Bruce Bond (CEO, Power Shares, Invesco), Rich Brueckner (CEO, Pershing), Bill Hambrecht (CEO, WR Hambrecht & Company), Norm Malo (CEO, National Financial Services Corporation), Joe Mansueto (CEO, Morningstar), Joel Marks (Vice Chairman, Advanced Equities Financial Corporation), Don Putnam (Managing Partner, Grail Partners), & Michael Sapir (CEO, Pro Fund Advisors)
• General session guest presenters have again been allocated 60 minutes, up from 45 minutes, to allow for more question & answer time
• The three-tiered general session client panels (Ask the Consumers, Ask the Advisors, & Ask the Gatekeepers) have been retained to shine a clear light on client needs, and Ask the Manufacturers panel has been added
• New panelists have been secured for all general session panel discussions, including the Ask the Consumers, Ask the Advisors, and Ask the Gatekeepers panels. Panels will also again be limited to four participants to allow more time for audience questions
• The break-out sessions been kept at 45 minutes and the topics have been refined to more clearly address specific timely industry issues. Three session topics have been selected by popularity in the logistics form emailed to attendees
• Tiburon CEO Summit Planning Committee members have again been challenged to stir up the break-out sessions and to ensure a research orientation; debatable themes have been established for each session
• Tiburon is testing a case study approach in two break-out sessions
• Tiburon CEO Summit Planning Committee Members Dennis Clark (CEO, Advisor Partners) and Kirk Michie (Director, Triton Pacific Capital Partners) have been engaged as moderators, freeing Tiburon Managing Principal Chip Roame to spend more time with attendees
• The opening night reception has again been scheduled for the Ritz Carlton Hotel, to allow casual introductions amongst attendees
• Twenty sponsors have been included to help fund the cost of the CEO Summits and allow them to continue to be held free of charge for attendees
• Binders have again been packaged for convenience and to allow for an easier placement of orders for Tiburon research reports & databases on site
• Attendee criteria has been tightened further, with only C-level executives and executive vice presidents of current Tiburon clients being invited
• Substantial resources were invested by Tiburon in reaching out to invited attendees to make sure they know that they were invited
• Attendance was again limited to 125 attendees to allow the desired informality of a group of such size
• Tiburon CEO Summit planning committee members have been assigned to manage speaker, sponsor, & media relations, to make sure that these special groups benefit from their participation in Tiburon CEO Summit XV