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Tiburon CEO Summit XXI

Tiburon Strategic Advisors offers market research, strategy consulting, & other related services primarily to financial services firms. For the past nine years, Tiburon has also hosted the semi-annual Tiburon CEO Summits alternately in New York & San Francisco; these events provide a unique opportunity for a select cross-industry group of senior financial services industry executives to discuss a broad swath of issues regarding the future of the banking, insurance, brokerage, investments, advice, & wealth management businesses. The list of business relationships resulting from prior Tiburon CEO Summits is impressive.

Tiburon CEO Summit XXI was held October 12-13, 2011 at the Ritz Carlton Hotel in San Francisco, CA. Along with Tiburon's Managing Partner Chip Roame and award recipients Rob Arnott (CEO, Research Affiliates) & Bill Sharpe (Professor Emeritus, Stanford University), guest speakers included Pete Kight (Managing Partner, The ComVest Group), Michael Sapir (CEO, ProShares), & Paul Steiger (CEO, Pro Publica).

CEO Summit XXI
Guest Speaker

Pete Kight
Managing Partner
The ComVest Group

Pete Kight (Managing Partner, The ComVest Group)

Pete Kight is Managing Partner (and co-chairman) of The ComVest Group. He is a pioneer in financial services technology, especially in electronic funds transfer, online banking, and electronic billing & presentment.

Mr. Kight previously served as CEO (and chairman) of CheckFree Corporation from its inception in 1981 until it was acquired by Fiserv for $4.4 billion in cash in 2007. Mr. Kight founded CheckFree in his grandmother's basement, with a vision of providing electronic funds transfer services to businesses & consumers. After the realization of those goals, his vision expanded into building infrastructures to support new services that enable & simplify the electronic movement & management of personal & business finances. Today, those products & services have become pervasive, particularly the ability for consumers to view & pay bills online. Mr. Kight has more than a dozen patents for electronic banking and payment systems, and he has been recognized as one of ten unsung financial heroes by Money magazine and featured in Fortune magazine, where CheckFree's e-payments functionality was named one of the Seven Silver Bullet Technologies. In 2007, he received the Ellis Island Medal of Honor and was the first recipient of the Peter Kight Lifetime Achievement Award from Bank Technology News. Pete is a member of the board of directors of Akamai Technologies, Manhattan Associates, & Fiserv.

Mr. Kight addressed his views on the intersection of finance and technology. Mr. Kight said that ..., ".....". Mr. Kight went on to say that, ".....", and that ".....".

Mr. Kight also welcomed Tiburon CEO Summit XXI attendees to pose questions in an extended question & answer session. One attendee asked Mr. Kight about ....., and Mr. Kight commented that, ".....". Another attendee asked Mr. Kight about ....., and Mr. Kight asserted that, ".....".


CEO Summit XXI
Guest Speaker

Michael Sapir
CEO
Pro Shares

Michael Sapir (CEO, Pro Shares)

Michael Sapir is CEO (and chairman) of ProFund Advisors in Bethesda, MD, a firm he founded in 1997. ProFund Advisors is perhaps now best known for pioneering the ProShares family of leveraged & inverse ETFs in 2006. The ProShares family has since grown to 90 ETFs and $31 billion assets under management, making it the fourth largest ETF family. ProFund Advisors also manages the 115 ProFunds mutual funds and manages the Canada-based Horizon BetaPro ETFs.

Mr. Sapir previously served as a principal at Padco Advisors, the advisor to the Rydex Funds, and a partner at the Washington, DC law firm of Jorden Burt, where he represented financial institutions. An innovator before founding ProFunds, Mr. Sapir was integrally involved in the creation of the first prime rate fund, the first registered fund investing exclusively in developing market securities, and the first general account annuity. He has been a staunch defender of the benefits of leveraged funds, butting heads with regulators and the media on numerous occasions.

Mr. Sapir addressed his views of indexing, exchange traded funds, and inverse & leveraged funds. He also discussed his views of business transformation. Mr. Sapir said that ..., ".....". Mr. Sapir went on to say that, ".....", and that ".....".

Mr. Sapir also welcomed Tiburon CEO Summit XXI attendees to pose questions in an extended question & answer session. One attendee asked Mr. Sapir about ....., and Mr. Sapir commented that, ".....". Another attendee asked Mr. Sapir about ....., and Mr. Sapir asserted that, ".....".


CEO Summit XXI
Guest Speaker
Paul Steiger
CEO

Pro Publica

Paul Steiger (CEO, Pro Publica)

Paul Steiger is the CEO (and Editor-in-Chief) of Pro Publica, the investigative journalism firm. Pro Publica reporters received Pulitzer Prizes in both 2010 and 2011. He is also a member of the steering committee for the Reporters Committee for Freedom of the Press, which provides free legal assistance to journalists and a trustee of the John & James Knight Foundation, which funds efforts to enhance journalism and the functioning of American communities.

Mr. Steiger was previously the managing editor of the Wall Street Journal from 1991 to 2007. During his tenure, staff members were awarded sixteen Pulitzer Prizes. Previously, Mr. Steiger worked for fifteen years as a reporter, the Washington economics correspondent, & the business editor for the Los Angeles Times, and for 26 years as a reporter and editor for the Wall Street Journal. He was also a member of the Pulitzer Prize Board from 1999 to 2007, serving as its chairman in his final year.

Mr. Sapir addressed his views on journalism, the decline of newspapers, & the growth of investigative journalism. He also discussed his views on the financial services industry, and Pro Publica’s extensive coverage of recent financial services industry events reported in the news. Mr. Steiger said that ..., ".....". Mr. Steiger went on to say that, ".....", and that ".....".

Mr. Steiger also welcomed Tiburon CEO Summit XXI attendees to pose questions in an extended question & answer session. One attendee asked Mr. Steiger about ....., and Mr. Steiger commented that, ".....". Another attendee asked Mr. Steiger about ....., and Mr. Steiger asserted that, ".....".

To learn more about attending Tiburon CEO Summits, please contact Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540.