Tiburon CEO Summits


Register Tiburon hosts its unique semi-annual Tiburon CEO Summits for its executive-level clients. Tiburon CEO Summit XLVII will be held October 28-30, 2024 at the Four Seasons San Francisco Hotel, San Francisco, CA. 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 XLVI was held April 8-10, 2024 at the InterContinental Boston Hotel, Boston, MA; 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 XLVII: October 28-30, 2024

Tiburon CEO Summit XLVII will be held October 28-30, 2024 at the Four Seasons San Francisco Hotel, San Francisco, CA. Tiburon CEO Summit XLVII will officially start at 7:45am on Tuesday, October 29, 2024, include a group dinner that night, and finish at 1:00pm on Wednesday, October 30, 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 XLVII will include speakers John Bunch (CEO, Allworth Financial); Lawrence Calcano (CEO, iCapital); Walter Cruttenden (Chairman, Acorns); Ryan Diachok (CEO, Geneos Wealth Management); Ric Edelman (CEO, Digital Assets Council of Financial Professionals); Tad Edwards (CEO, Benjamin Edwards & Company); Jason Eiswerth (CEO, Canoe Intelligence); Colin Falls (CEO, GeoWealth Management); Michael Frerichs (Treasurer, State of Illinois); Lori Hardwick (Senior Strategic Advisor, Genstar Capital); Karl Heckenberg (CEO, Constellation Wealth Capital); Anders Jones (CEO, Facet); Catherine Keating (CEO, BNY Mellon Wealth Management); Michael Kopelman (Venture Partner, Armory Square Ventures); Randy Long (Chairman, SageView Advisory Group); Patrick McKenna (Executive Chairman, Facet); Neil Pardasani (Senior Partner, Boston Consulting Group); James Poer (CEO, Kestra Financial); Robert Roberts (Managing Director, New Mountain Capital); Alex Robinson (CEO, Juniper Square); Collin Roche (Co-CEO, GTCR); Brendan Ryan (Co-Business Head, Technology & Services Investment Banking, Raymond James Financial); Ken Schapiro (CEO, Condor Capital Wealth Management); Dan Seivert (CEO, Echelon Partners); Jean-Roch Sibille (CEO, Allianz Investment Management United States); Jon Stein (CEO, Warmer); Gene Todd (President, Regional Markets, Fiduciary Trust Company International); Bonnie Tomczak (President, Mason Street Advisors); Alex Tran (Managing Director, General Catalyst Partners); & others. Tiburon CEO Summit XLVII will also feature the firm's traditional client-centric panel discussions and two networking-based social events.

Tiburon CEO Summit XLVI: April 8-10, 2024

Tiburon CEO Summit XLVI was held April 8-10, 2024 at the InterContinental Boston Hotel, Boston, MA. Tiburon CEO Summit XLVI officially started at 7:45am on Tuesday, April 9, 2024, include a group dinner that night, and finished at 1:00pm on Wednesday, April 10, 2024. 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 XLVI included 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); Charles Almond (CEO, TaxStatus); Haig Ariyan (CEO, Arax Investment Partners); Jason Barsema (President, Halo Investing); Nick Beim (Partner, Venrock); Adam Blumberg (Co-Founder, Interaxis); Jim Brown (Managing Partner, Long Ridge Equity Partners); Kate Burke (President, Allspring Global Investments); Dave Butler (Co-CEO, Dimensional Fund Advisors); Joseph Chalom (Business Head, Strategic Ecosystem Partnerships, BlackRock); Kevin Charleston (CEO, Loomis, Sayles, & Company); Grace Chen (CEO, UpMarket); Steven Chubak (Managing Director, Wolfe Research); Roman Ciosek (Partner, Hightower Westchester); Dan Clifton (Partner, Strategas Research Partners); Anya Coverman (CEO, Institute for Portfolio Alternatives (IPA)); Ben Cukier (Partner, Centana Growth Partners); Scott Curtis (President, Private Client Group, Raymond James Financial); Pete Czerepak (Senior Partner, Global Wealth & Asset Management, Boston Consulting Group); Dana D'Auria (President, Envestnet Solutions); Bryan Dori (CEO, Archer IMS); Gerard du Toit (Senior Partner, Bain & Company); Mark Evans (CEO, Conquest Planning); Michael Finke (Professor, Wealth Management, The American College of Financial Services); Matt Fleissig (CEO, Pathstone); Michael Freudenstein (Partner, PJT Partners); Teddy Fusaro (President, Bitwise Asset Management); Daniel Gamba (President, Northern Trust Asset Management); Aaron Gordon (President, Hornor, Townsend, & Kent); Jason Gurandiano (Business Head, United States Technology Banking & Global FinTech Banking, RBC Capital Markets); Tim Harrison (CEO, Harrison Financial Services); Shruti Joshi (President, Facet Wealth (DBA Facet)); Bill Kelly (CEO, Chartered Alternative Investment Analyst Association (CAIA Association)); Robert Kirk (CEO, InterGen Data); Eric Kittner (CEO, Moneta Group Investment Advisors); Mike LaMena (CEO, Wealthspire Advisors); John Langston (CEO, Republic Capital Group); Jed Laskowitz (Business Head, Asset Management Solutions, JP Morgan Asset & Wealth Management); Ron Lieber (Columnist, Your Money, The New York Times Company); Julie Littlechild (CEO, Absolute Engagement); John Longley (CEO, SageView Advisory Group); Rohit Mahna (Business Head, Client Growth, Fidelity Institutional Wealth Management Services); Taylor Matthews (CEO, Farther); Max Maxworthy (Co-Business Head, Technology Investment Banking, DA Davidson & Company); Kevin McVeigh (Managing Director, Global Research, UBS Securities); Doris Meister (CEO, Wilmington Trust); David Musto (CEO, Ascensus); Rob Nance (CEO, Dispatch); Michael O'Reilly (President, Fidelity Digital Assets); Patrick O'Shaughnessy (Managing Director, Capital Markets, Raymond James Financial); Arvind Purushotham (Business Head, Citi Ventures); Ganesh Rao (Managing Director, Thomas Lee Partners); Shannon Reid (President, Independent Contractors Division, Raymond James Financial); Karl Roessner (CEO, Vestmark); Paul Saganey (CEO, Integrated Partners); David Schamis (Founding Partner, Atlas Merchant Capital); Robert Seber (Partner, Vinson & Elkins); Lauren Seidman (Managing Director, Stone Point Capital); Michael Simon (CEO, NDVR); Christine Simone (CEO, Caribou); Robert Sofia (CEO, Snappy Kraken); Mitch Spector (Partner, FinTech, Berkshire Global Advisors); Joe Stensland (CEO, BridgeFT); Brian Stern (Partner, Growth Equity, Declaration Partners); Matt Streisfeld (Partner, Oak HC/FT); Brett Tejpaul (Business Head, Institutional, Coinbase Global); Ryan VanGorder (CEO, Opto Investments); Steven Wang (CEO, dub); Matt Watson (CEO, Origin Financial); Jimmy Zhao (Partner, Wealth & Asset Management, McKinsey & Company); Vadim Zlotnikov (President, Fidelity Institutional); & others. Tiburon CEO Summit XLVI also featured the firm's traditional client-centric panel discussions and two networking-based social events.

Tiburon CEO Summit XLVI Keynote Presentation Webinar

Chip Roame's Tiburon CEO Summit XLVI Keynote Presentation focused on United States of America Wealth & Investment Management (& WealthTech) Key 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 XLVI: 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 XLVI.


Future Tiburon CEO Summits

Other upcoming Tiburon CEO Summit dates include:

  • Tiburon CEO Summit XLVII: October 28-30, 2024 in San Francisco, CA
    • Speakers confirmed:
      • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
      • John Bunch (CEO, Allworth Financial)
      • Lawrence Calcano (CEO, iCapital)
      • Walter Cruttenden (Chairman, Acorns)
      • Ryan Diachok (CEO, Geneos Wealth Management)
      • Ric Edelman (CEO, Digital Assets Council of Financial Professionals)
      • Tad Edwards (CEO, Benjamin Edwards & Company)
      • Jason Eiswerth (CEO, Canoe Intelligence)
      • Colin Falls (CEO, GeoWealth Management)
      • Michael Frerichs (Treasurer, State of Illinois)
      • Lori Hardwick (Senior Strategic Advisor, Genstar Capital)
      • Karl Heckenberg (CEO, Constellation Wealth Capital)
      • Anders Jones (CEO, Facet)
      • Catherine Keating (CEO, BNY Mellon Wealth Management)
      • Michael Kopelman (Venture Partner, Armory Square Ventures)
      • Randy Long (Chairman, SageView Advisory Group)
      • Patrick McKenna (Executive Chairman, Facet)
      • Neil Pardasani (Senior Partner, Boston Consulting Group)
      • James Poer (CEO, Kestra Financial)
      • Robert Roberts (Managing Director, New Mountain Capital)
      • Alex Robinson (CEO, Juniper Square)
      • Collin Roche (Co-CEO, GTCR)
      • Brendan Ryan (Co-Business Head, Technology & Services Investment Banking, Raymond James Financial)
      • Ken Schapiro (CEO, Condor Capital Wealth Management)
      • Dan Seivert (CEO, Echelon Partners)
      • Jean-Roch Sibille (CEO, Allianz Investment Management United States)
      • Jon Stein (CEO, Warmer)
      • Gene Todd (President, Regional Markets, Fiduciary Trust Company International)
      • Bonnie Tomczak (President, Mason Street Advisors)
      • Alex Tran (Managing Director, General Catalyst Partners)
  • Tiburon CEO Summit XLVIII: April 28-30, 2025 in Boston, MA
    • Speakers confirmed:
      • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
      • Brent Brodeski (CEO, Savant Capital)
      • Jenny Johnson (CEO, Franklin Resources)
      • Carol Waddell (President, Personal Wealth, Empower)
  • Tiburon CEO Summit XLIX: October 27-29, 2025 in San Francisco, CA
    • Speakers confirmed:
      • Chip Roame (Managing Partner, Tiburon Strategic Advisors)


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