Tiburon CEO Summits
Tiburon hosts its unique semi-annual Tiburon CEO Summits for its executive-level clients. Tiburon CEO Summit XLVI will be held April 8-10, 2024 at the InterContinental Boston Hotel, Boston, MA. Please click here to review the tentative meeting agenda and here to view the Tiburon member attendee list for this upcoming Tiburon CEO Summit.
Tiburon CEO Summit XLV was held November 6-8, 2023 at the Four Seasons San Francisco Hotel, San Francisco, CA; please click here to read about this hugely successful Tiburon CEO Summit and the preceding Tiburon CEO Summits as well.
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 businesses. Tiburon's CEO Summits likely provide one of the only true forums where financial services industry 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. Panel discussions are structured to solicit alternative views from four CEOs each and/or from various industry players, including consumers, financial advisors, gatekeepers, stock analysts, venture capitalists, investment bankers, private equity investors, journalists, & others. 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 XLVI: April 8-10, 2024
Tiburon CEO Summit XLVI will be held April 8-10, 2024 at the InterContinental Boston Hotel, Boston, MA. Tiburon CEO Summit XLVI will officially start at 7:45am on Tuesday, April 9, 2024, include a group dinner that night, and finish at 1:00pm on Wednesday, April 10, 2024. Senior industry executives will take two days out of their busy schedules to participate. There will be over twenty sessions. Along with Tiburon's Managing Partner Chip Roame, Tiburon CEO Summit XLVI will include speakers David Abbott (President, Cambridge International Partners); Rudy Adolf (Former CEO, Focus Financial Partners); Rohit Agarwal (Co-CEO, SoraFinance); Omar Aguilar (CEO, Charles Schwab Investment Management); Amar Ahluwalia (CEO, OneVest); Nick Beim (Partner, Venrock); David Berkowitz (President, Lincoln Financial Network); Jim Brown (Managing Partner, Long Ridge Equity Partners); Dan Clifton (Partner, Strategas Research Partners); Dana D'Auria (President, Envestnet Solutions); Steven Chubak (Managing Director, Wolfe Research); Bryan Dori (CEO, Archer IMS); Colin Falls (President, GeoWealth Management); Pat Fels (Partner, Americas, Financial Institutions Group, Investment Banking, The Goldman Sachs Group); Farouk Ferchichi (President, Data & Analytics Solutions, Envestnet); Daniel Gamba (President, Northern Trust Asset Management); Jon Godsall (Senior Partner, Wealth & Asset Management, McKinsey & Company); Catherine Keating (CEO, BNY Mellon Wealth Management); Robert Kirk (CEO, InterGen Data); Mike LaMena (CEO, Wealthspire Advisors); Ron Lieber (Columnist, Your Money, The New York Times Company); Julie Littlechild (CEO, Absolute Engagement); Ida Liu (Business Head, North America, Citi Private Bank); David Musto (CEO, Ascensus); Vinay Nair (CEO, The TIFIN Group); Patrick O'Shaughnessy (Managing Director, Capital Markets, Raymond James Financial); Ganesh Rao (Managing Director, Thomas Lee Partners); Robert Seber (Partner, Vinson & Elkins); Vadim Zlotnikov (President, Fidelity Institutional); & others. Tiburon CEO Summit XLVI will also feature the firm's traditional client-centric panel discussions and two networking-based social events.
Tiburon CEO Summit XLV: November 6-8, 2023
Tiburon CEO Summit XLV was held November 6-8, 2023 at the Four Seasons San Francisco Hotel, San Francisco, CA. Tiburon CEO Summit XLV officially started at 7:45am on Tuesday, November 7, 2023, included a group dinner that night, and finished at 1:00pm on Wednesday, November 8, 2023. Senior industry executives took two days out of their busy schedules to participate. There were over twenty sessions. Along with Tiburon's Managing Partner Chip Roame, Tiburon CEO Summit XLV included speakers Don Phillips (Managing Director, Morningstar); Logan Allin (Managing Partner, Fin Capital); Austin Allison (CEO, Pacaso); Jim Ashton (Partner, Newspring Capital); David Barnard (CEO, Luminary); Eric Becker (Co-Chairman, Cresset Capital); Raj Bhattacharyya (CEO, Robertson Stephens); Marty Bicknell (CEO, Mariner Wealth Advisors); Reggie Browne (Principal, GTS); Mike Capelle (Co-CEO, Modern Wealth Management); Bill Capuzzi (CEO, Apex FinTech Solutions); Howard Chen (Managing Director, Investment Banking, JP Morgan); Preston Cherry (Co-Founder, Practice Intel); David Chubak (Business Head, Wealth Management, Edward Jones & Company); Ziv Conen (Partner, New Era Capital Partners); Pam Cytron (President, The Founders Arena); Samuel Deane (CEO, Deane Wealth Management); Carolyn Dewar (Senior Partner, McKinsey & Company); Carlos Diez (CEO, MarketGrader); Joe Duran (Former CEO, Goldman Sachs Personal Financial Management); Paul Emery (Partner, Altas Partners); John Erwin (Managing Director, FinTech & Wealth, Investment Banking, Jefferies & Company); Terri Fiedler (President, Retirement Services, Corebridge Financial); Steve Gresham (Managing Principal, Next Chapter); Jeff Haller (Managing Director, Wealth Management, Investment Banking, The Goldman Sachs Group); Salman Hasnain (Managing Director, Financial Services, Teachers' Private Capital); Kamal Hassan (Managing Partner, Loyal VC); Pete Heckmann (Managing Director, Equity Research, Equity Capital Markets, DA Davidson & Company); Anton Honikman (CEO, MyVest); Craig Iskowitz (CEO, Ezra Group); Frank Kettle (Senior Managing Director, Colchester Partners); Michael Kim (CEO, AssetMark Financial Holdings); Mark Klein (CEO, PCS Retirement); Ravi Koka (CEO, Stocksnips); Sallie Krawcheck (CEO, Ellevest); Bryon Lake (Business Head, ETF Solutions, JP Morgan Asset Management); Stephen Langlois (President, Kestra Financial); Tom Livergood (Founder, The Family Wealth Alliance); Steve Lockshin (CEO, AdvicePeriod); Scott MacKillop (CEO, First Ascent Asset Management); Greg Mashinter (Partner, Peloton Capital Management); John McKenna (Partner, Cooley); Runik Mehrotra (President, Vise Technologies); Bhavi Mehta (Partner, Bain & Company); Kelby Meyers (CEO, Nestimate); Lew Minsky (CEO, Defined Contribution Institutional Investment Association (DCIIA)); Dan Moisand (Principal, Moisand, Fitzgerald, & Tamayo); Joe Mrak (CEO, Foundation Source Philanthropic Services); Daniel Needham (President, Morningstar Wealth); Peter Nesvold (Partner, Republic Capital Group); Kendrick Nguyen (CEO, Republic); Anna Paglia (Business Head, Global Exchange Traded Funds (ETFs), Indexed Strategies, SMAs, & Models, Invesco); Jodi Perry (President, Independent Contractors Division, Raymond James Financial); Jennifer Povlitz (Divisional Director, Wealth Management USA, UBS Financial Services); Jacob Pruitt (President, Fidelity Charitable); Scott Reddel (Managing Director, Capital Markets & Wealth Management, Accenture); Matt Regan (President, Wealthcare Capital Management); Danny Rodriguez (Partner, Lee Equity Partners); Lincoln Ross (CEO, CircleBlack); Devin Ryan (Managing Director, Financial Technology Research, JMP Securities); Jason Schwarz (President, Wilshire Associates); Jay Shah (CEO, Edelman Financial Engines); Teri Shepherd (President, Carson Group); Shana Sissel (CEO, Banrion Capital Management); Josh Smith (CEO, VRGL); Shannon Spotswood (President, RFG Advisory); Darren Tedesco (President, Advisor360); Eric Thomes (CEO, Allianz Life Financial Services); Nilesh Vaidya (Business Head, Retail Banking & Wealth Management, Capgemini); Jan van Eck (CEO, VanEck Funds); Jeff Vivacqua (President, Growth & Development, Cambridge Investment Research); Chad Virgin (Managing Director, Allianz Life Ventures); Dave Welling (CEO, Mercer Advisors); Helen Yang (CEO, Andes Wealth Technologies); & others. Tiburon CEO Summit XLV also featured the firm's traditional client-centric panel discussions and two networking-based social events.
Tiburon CEO Summit XLV Keynote Presentation Webinar
Chip Roame's Tiburon CEO Summit XLV Keynote Presentation focused on Key Wealth & Investment Management Trends. Tiburon members can view the Tiburon webinar presentation by clicking on the image below. If you need a Tiburon username & password, please contact Sarah Sage.
Tiburon CEO Summit XLV: Photographs
Tiburon engages the services of a professional photographer to record the events and capture the spirit of the Tiburon CEO Summits for the benefit of Tiburon members. All Tiburon CEO Summit members and journalists are welcome to view, download, and share these images across traditional and social media.
Please click here to view the photo gallery from Tiburon CEO Summit XLV.
Future Tiburon CEO Summits
Other upcoming Tiburon CEO Summit dates include:
- Tiburon CEO Summit XLVI: April 8-10, 2024 in Boston, MA
- Speakers confirmed:
- Chip Roame (Managing Partner, Tiburon Strategic Advisors)
- David Abbott (President, Cambridge International Partners)
- Rudy Adolf (Former CEO, Focus Financial Partners)
- Rohit Agarwal (Co-CEO, SoraFinance)
- Omar Aguilar (CEO, Charles Schwab Investment Management)
- Amar Ahluwalia (CEO, OneVest)
- Nick Beim (Partner, Venrock)
- David Berkowitz (President, Lincoln Financial Network)
- Jim Brown (Managing Partner, Long Ridge Equity Partners)
- Dan Clifton (Partner, Strategas Research Partners)
- Dana D'Auria (President, Envestnet Solutions)
- Steven Chubak (Managing Director, Wolfe Research)
- Bryan Dori (CEO, Archer IMS)
- Colin Falls (President, GeoWealth Management)
- Pat Fels (Partner, Americas, Financial Institutions Group, Investment Banking, The Goldman Sachs Group)
- Farouk Ferchichi (President, Data & Analytics Solutions, Envestnet)
- Daniel Gamba (President, Northern Trust Asset Management)
- Jack Ginter (CEO, Callan Family Office)
- Jon Godsall (Senior Partner, Wealth & Asset Management, McKinsey & Company)
- Catherine Keating (CEO, BNY Mellon Wealth Management)
- Robert Kirk (CEO, InterGen Data)
- Mike LaMena (CEO, Wealthspire Advisors)
- Ron Lieber (Columnist, Your Money, The New York Times Company)
- Julie Littlechild (CEO, Absolute Engagement)
- Ida Liu (Business Head, North America, Citi Private Bank)
- Doris Meister (CEO, Wilmington Trust)
- David Musto (CEO, Ascensus)
- Vinay Nair (CEO, The TIFIN Group)
- Patrick O'Shaughnessy (Managing Director, Capital Markets, Raymond James Financial)
- Ganesh Rao (Managing Director, Thomas Lee Partners)
- Robert Seber (Partner, Vinson & Elkins)
- Vadim Zlotnikov (President, Fidelity Institutional)
- Chip Roame (Managing Partner, Tiburon Strategic Advisors)
- Speakers confirmed:
- Tiburon CEO Summit XLVII: October 28-30, 2024 in San Francisco, CA
- Speakers confirmed:
- Chip Roame (Managing Partner, Tiburon Strategic Advisors)
- Dan Seivert (CEO, Echelon Partners)
- James Poer (CEO, Kestra Financial)
- Chip Roame (Managing Partner, Tiburon Strategic Advisors)
- Speakers confirmed:
- Tiburon CEO Summit XLVIII: April 14-16, 2025 in Boston, MA
- Speakers confirmed:
- Chip Roame (Managing Partner, Tiburon Strategic Advisors)
- Chip Roame (Managing Partner, Tiburon Strategic Advisors)
- Speakers confirmed:
- Tiburon CEO Summit XLIX: October 27-29, 2025 in San Francisco, CA
- Speakers confirmed:
- Chip Roame (Managing Partner, Tiburon Strategic Advisors)
- Chip Roame (Managing Partner, Tiburon Strategic Advisors)
- Speakers confirmed: