Tiburon's CEO Summits provide a unique opportunity for a select cross-industry group of senior executives to discuss a broad swath of issues regarding the future of the wealth & investment management (& WealthTech) businesses. Tiburon's CEO Summits likely provide one of the only true forums where wealth & investment management (& WealthTech) CEOs from across traditional industry silos gather to discuss business opportunities. The list of business relationships resulting from prior Tiburon CEO Summits is impressive.
Tiburon CEO Summits last two-to-three days and focus on in-depth discussions of Tiburon Research and leading-edge business models through fireside chats, Tiburon Talks (akin to TED Talks), CEO panel discussions, & CEO roundtable sessions. Fireside chats are wide ranging conversations between current and prior Tiburon CEO Summit award recipients and Tiburon Managing Partner Chip Roame. Tiburon Talks often address public policy issues & corporate governance issues. CEO panel discussions are structured to solicit alternative views from four or five CEOs each. CEO roundtable sessions allow for more in-depth discussions on timely topics as chosen by attendees.
The Tiburon CEO Summits have become a hot ticket for industry executives. There is no cost to attend beyond one's travel & lodging expenses. Attendance is by invitation only; all attendees are ongoing Tiburon members.
Tiburon CEO Summit LI will be held October 19-21, 2026 at the Boston InterContinental Hotel in Boston, MA. Tiburon CEO Summit LI will begin with a welcome reception on Monday, October 19, 2026, at 5:00pm at the Boston InterContinental Hotel, Boston, MA, continue with the core meeting agenda at 7:45am on Tuesday, October 20, 2026, including a group dinner that night, and will finish at 1:00pm on Wednesday, October 21, 2026. Senior industry executives will take two days out of their busy schedules to participate. There will be over twenty sessions. Tiburon CEO Summit LI will also feature the firm's traditional client-centric panel discussions and two networking-based social events.
Please click here to review the tentative Tiburon CEO Summit LI meeting agenda and here to view the tentative Tiburon CEO Summit LI attendee list.
Tiburon CEO Summit L was held April 20-22, 2026 at the Palace Hotel in San Francisco, CA. Tiburon CEO Summit L began with a welcome reception on Monday, April 20, 2026, at 5:00pm at the Palace Hotel, San Francisco, CA, continued with the core meeting agenda at 7:45am on Tuesday, April 21, 2026, including a group dinner that night, and finished at 1:00pm on Wednesday, April 22, 2026. Senior industry executives took two days out of their busy schedules to participate. There were over twenty sessions. Tiburon CEO Summit L also featured the firm's traditional client-centric panel discussions and two networking-based social events.
Please click here to view more details on prior Tiburon CEO Summits.
Tiburon CEO Summit L Keynote Presentation
Chip Roame's Tiburon CEO Summit L Keynote Presentation focused on United States of America Wealth Management (& WealthTech) Key Trends. Tiburon members can view the keynote presentation video and slide deck at the link below.
View Tiburon Keynote PresentationTiburon holds its Tiburon CEO Summits semi-annually. Tiburon seeks, in planning its Tiburon CEO Summits, to navigate around some important dates, including the dates of Easter, the Jewish holidays, Veterans Day, & other market holidays, as well as the dates of other wealth & investment management focused events such as The Charles Schwab Corporation's Schwab IMPACT, Money 20/20, & Milken Institute's Global Conference. Future Tiburon CEO Summit dates include:
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Tiburon CEO Summit LII: April 26-28, 2027 - Boston InterContinental Hotel, Boston, MASpeakers ConfirmedChip RoameManaging Partner, Tiburon Strategic AdvisorsHaig AriyanCEO, Arax Investment PartnersDana D'AuriaPresident, Envestnet Solutions, EnvestnetNaureen HassanCEO, DriveWealth HoldingsChris KerckhoffCEO, PlancorpMichael KimCEO, AssetMarkLuis ValdichCEO, VIM InvestorsNote: Some important dates in Spring 2027 that Tiburon has sought to navigate around include Easter (March 28) & Passover (April 21-29)
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Tiburon CEO Summit LIII: October 11-13, 2027 - Palace Hotel, San Francisco, CASpeakers ConfirmedChip RoameManaging Partner, Tiburon Strategic AdvisorsShaun MaguirePartner, Sequoia CapitalNote: Some important dates in Fall 2027 that Tiburon has sought to navigate around include Schwab IMPACT (September), Yom Kippur (October 10-11), Columbus Day (October 11), Sukkot (October 15-22), & Veterans' Day (November 11)
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Tiburon CEO Summit LIV: April 3-5, 2028 - New York, NYSpeakers ConfirmedChip RoameManaging Partner, Tiburon Strategic AdvisorsNote: Some important dates in Spring 2028 that Tiburon has sought to navigate around include Passover (April 10-18) & Easter (April 16)
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Tiburon CEO Summit LV: October 23-25, 2028 - Chicago, ILSpeakers ConfirmedChip RoameManaging Partner, Tiburon Strategic AdvisorsNote: Some important dates in Fall 2028 that Tiburon has sought to navigate around include Schwab IMPACT (September), Yom Kippur (September 29-30), Sukkot (October 4-11), Columbus Day (October 9), & Veterans' Day (November 10)
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Tiburon CEO Summit LVI: April 16-18, 2029 - Boston, MASpeakers ConfirmedChip RoameManaging Partner, Tiburon Strategic AdvisorsNote: Some important dates in Spring 2029 that Tiburon has sought to navigate around include Passover (March 30 - April 7) & Easter (April 1)
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Tiburon CEO Summit LVII: October 22-24, 2029 - Dallas, TXSpeakers ConfirmedChip RoameManaging Partner, Tiburon Strategic AdvisorsNote: Some important dates in Fall 2029 that Tiburon has sought to navigate around include Yom Kippur (September 18-19), Sukkot (September 23-30), Columbus Day (October 8), & Veterans' Day (November 12)
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Tiburon CEO Summit LVIII: April 9-11, 2030 - New York, NYSpeakers ConfirmedChip RoameManaging Partner, Tiburon Strategic AdvisorsNote: Some important dates in Spring 2030 that Tiburon has sought to navigate around include Passover (April 17-25) & Easter (April 21)
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Tiburon CEO Summit LIX: October 21-23, 2030 - Chicago, ILSpeakers ConfirmedChip RoameManaging Partner, Tiburon Strategic AdvisorsNote: Some important dates in Fall 2030 that Tiburon has sought to navigate around include Yom Kippur (October 6-7), Sukkot (October 11-18), Columbus Day (October 14), & Veterans' Day (November 11)
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Tiburon CEO Summit LX: April 21-23, 2031 - Boston, MASpeakers ConfirmedChip RoameManaging Partner, Tiburon Strategic AdvisorsNote: Some important dates in Spring 2031 that Tiburon has sought to navigate around include Passover (April 7-15) & Easter (April 13)
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Tiburon CEO Summit LXI: October 20-22, 2031 - Dallas, TXSpeakers ConfirmedChip RoameManaging Partner, Tiburon Strategic AdvisorsNote: Some important dates in Fall 2031 that Tiburon has sought to navigate around include Yom Kippur (September 26-27), Sukkot (October 1-8), Columbus Day (October 13), & Veterans' Day (November 11)