Upcoming Tiburon CEO Summit

Tiburon CEO Summit XVII will be held October 7-8, 2009 in San Francisco, CA at the Ritz Carlton Hotel.

Attendee List

Tiburon CEO Summit XVII 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 client invitee list.

Meeting Agenda

Tiburon CEO Summit XVII will officially start at 7:45am on Wednesday, October 7, 2009, include a group dinner that night, and finish at 5:30pm on Thursday, October 8, 2009.

More casually, the CEO Summit will begin with a cocktail reception the prior evening, Tuesday October 6, 2009, at 6:00pm, at the Ritz Carlton Hotel in San Francisco, CA.

Planned sessions include:

  • A pre-opening cocktail reception held from 6:00pm to 9:00pm on Tuesday, October 7, 2009 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 is supplemented with a question & answer session on day two to offer any needed challenges to conventional wisdom
  • Award presentations to Ken Fisher (CEO, Fisher Investments) & Chuck Schwab CEO, The Charles Schwab Corporation)
  • General session guest presentations by Jon Baum (CEO, The Dreyfus Corporation), John Calamos (CEO, Calamos Asset Management), Fred Jonske (CEO, M Financial Group), Deena Katz (Chairman, Evensky & Katz and Associate Professor, Texas Tech University), Pete Kight (Vice Chairman, Fiserv), Steve Lockshin (CEO, Convergent Wealth Advisors), Andrew Rudd (CEO, Advisor Software & Former CEO, Barra), Steve Wallman (CEO, Foliofn), & Jim Weddle (Managing Partner, Edward Jones & Company)
  • A current events general session panel discussion, including events right up to the CEO Summit, facilitated by Tiburon's managing principal and featuring Tiburon clients from different perspectives throughout the industry
  • The extremely popular general session panel discussions with consumers (Ask the Consumers), featuring four off-the-street consumer panelists; with financial advisors (Ask the Advisors), allowing direct interaction with front-line financial advisors, featuring four Tiburon clients; and with leading distribution organizations (Ask the Gatekeepers), serving as the third leg of the client series at all Tiburon CEO Summits
  • Six break-out sessions with topics to be chosen by popularity on the logistics form emailed to attendees
  • Two casual group dinners at popular San Francisco 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.