Upcoming CEO Summit: Tiburon CEO Summit XIX

Tiburon CEO Summit XIX will officially start at 7:45am on Wednesday, October 6, 2010 at the Ritz Carlton Hotel in San Francisco, CA include a group dinner that night at a water front restaurant in Tiburon, CA and finish at 2:00pm on Thursday, October 7, 2010.

More casually, Tiburon CEO Summit XIX will begin with a cocktail reception the prior evening Tuesday October 5, 2010 at 6:00pm at the Ritz Carlton Hotel.
Tiburon's Managing Principal Chip Roame
will kick-off Tiburon CEO Summit XIX
CEO Summit XIX
Award Recipient
Joe Mansueto (CEO, Morningstar)
CEO Summit XIX
Award Recipient
Don Phillips (Managing Director, Morningstar)
Guest Speaker
Jeff Maggioncalda
(CEO, Financial Engines)
Guest Speaker
Harold Evensky
(President, Evensky & Katz)
Guest Speaker
Meir Statman
(Professor, Santa Clara University)
Guest Speaker
Dale Brown
(CEO, Financial Services Institute)
Guest Speaker
Judy Barber
(CEO, Family Money Consultants)
Guest Speaker
Ron Carson
(CEO, Carson Wealth Management)
Guest Speaker
Mark Yusko
(CEO, Morgan Creek Capital Management)
Meeting Agenda

The planned agenda is as follows:

Tuesday, October 5, 2010

6:00pm-9:00pm: Cocktail Reception

  • Tiburon will host a casual cocktail reception at the Ritz Carlton Hotel

Wednesday, October 6, 2010

7:00am-7:45am: Continental Breakfast
  • Attendees should feel free to bring breakfast foods to the opening session

7:45am-9:15am: General Session Presentation

  • Tiburon CEO Summit XIX Welcome & State of the Financial Services Industry
  • Presented by Chip Roame (Managing Principal, Tiburon Strategic Advisors)
  • Tiburon Research Library Introduction by Brian Cotter (Web Master, Tiburon Strategic Advisors)
  • Moderated by Skip Schweiss (President, TD Ameritrade Trust Company)

9:15am-9:30am: Cell Phone Break

9:30am-10:30am: Tiburon CEO Summit Award Presentation

  • Joe Mansueto (CEO, Morningstar) & Don Phillips (Managing Director, Morningstar)
  • Facilitated by Chip Roame
    (Managing Principal, Tiburon Strategic Advisors)

10:30am-10:45am: Cell Phone Break

10:45am-11:45am: General Session Guest Presentation

  • Presented by Jeff Maggioncalda
    (CEO, Financial Engines)
  • Facilitated by Chip Roame
    (Managing Principal, Tiburon Strategic Advisors)

11:45am-1:00pm: Lunch & Break-Out Sessions

  • Five break-out session choices:
    • To be announced
    • To be announced
    • To be announced
    • To be announced
    • Tiburon Services Overview
  • Please take lunch to your choice of break-out sessions

1:00pm-2:00pm: General Session Guest Presentation

  • Presented by Harold Evensky
    (President, Evensky & Katz)
  • Introduction by Chip Roame
    (Managing Principal, Tiburon Strategic Advisors)

2:00pm-2:15pm: Refreshments & Cell Phone Break

2:15pm-3:15pm: General Session Guest Presentation

  • Presented by Meir Statman
    (Professor, Santa Clara University)
  • Introduction by Chip Roame
    (Managing Principal, Tiburon Strategic Advisors)

3:15pm-3:30pm: Cell Phone Break

3:30pm-4:30pm: General Session Panel Discussion

  • Ask the Consumers
  • Facilitated by: Tif Joyce
    (President, Joyce Financial Management)
  • Consumer Panelists: to be announced

4:30pm-6:05pm: Free Time & Tiburon Transportation

  • Tiburon Ferry Option #1: Start walking about 5:00pm to catch the 5:25pm ferryboat (you will arrive early at 5:45pm)
  • Tiburon Ferry Option #2: Start walking about 5:50pm to catch the 6:15pm ferryboat (you will right on time at 6:35pm)
  • Tiburon Bus Option: Depart from front of hotel at 6:05pm, to arrive at 6:35pm in Tiburon

6:30pm-9:30pm: Tiburon CEO Summit XIX Group Dinner at Servino's Restaurant in Tiburon, CA

  • Servino's Restaurant is located at 9 Main Street, Tiburon, CA 94920 (415-435-2676)
  • 6:30pm-7:30pm: Cocktail Hour
  • 7:30pm-9:30pm: Dinner

Thursday, October 7, 2010

7:00am-7:45am: Continental Breakfast

  • Attendees should feel free to bring breakfast foods to the opening session

7:45am-8:45am: General Session Presentation

  • Day One Recap with four Tiburon client attendee panelists:
    • Dennis Clark (CEO, Advisor Partners)
    • Jeffrey Dunham (CEO, Dunham & Associates)
    • Stephen Langlois (Executive Vice President, LPL Financial)
    • David Smith (Publisher, Charter Financial Publishing Network)
  • Day Two Kick-Off
  • Facilitated & Presented by Chip Roame
    (Managing Principal, Tiburon Strategic Advisors)
  • Moderated by Randy Moore (Partner, Alston + Bird)

8:45am-9:45am: General Session Guest Presentation

  • Presented by Dale Brown
    (CEO, Financial Services Institute)
  • Introduction by Chip Roame
    (Managing Principal, Tiburon Strategic Advisors)

9:45am-10:00am: Refreshments & Cell Phone Break

10:00am-11:00am: General Session Guest Presentation

  • Presented by Judy Barber
    (CEO, Family Money Consultants)
  • Introduction by Chip Roame
    (Managing Principal, Tiburon Strategic Advisors)

11:00am-11:15am: Cell Phone Break

11:15am-12:15pm: General Session Guest Presentation

  • Presented by Ron Carson
    (CEO, Carson Wealth Management)
  • Introduction by Chip Roame
    (Managing Principal, Tiburon Strategic Advisors)

12:15pm-12:45pm: Cell Phone & Box Lunch Break

  • Box lunches are intended to be brought back into the afternoon sessions

12:45pm-1:45pm: General Session Guest Presentation

  • Presented by Mark Yusko
    (CEO, Morgan Creek Capital Management)
  • Introduction by Chip Roame
    (Managing Principal, Tiburon Strategic Advisors)

1:45pm-2:00pm: Tiburon CEO Summit XIX Closing

  • Facilitated by Chip Roame
    (Managing Principal, Tiburon Strategic Advisors)

Sarah Sage is responsible for all logistics, photography, & media relations; feel free to contact her with any questions at 415-789-2540 or SSage@TiburonAdvisors.Com