Tiburon CEO Summits
 Tiburon members watch on as Tiburon Managing Partner Chip Roame delivers the Tiburon CEO Summit Keynote Presentation at Tiburon CEO Summit XLV in San Francisco, CA |
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 L: April 20-22, 2026
Tiburon CEO Summit L will be held April 20-22, 2026 at the Palace Hotel in San Francisco, CA. Tiburon CEO Summit L will begin with a welcome reception on Monday, April 20, 2025, at 5:00pm at the Palace Hotel, San Francisco, CA, continue with the core meeting agenda at 7:45am on Tuesday, April 21, 2025, including a group dinner that night, and will finish at 1:00pm on Wednesday, April 22, 2025. Senior industry executives will take two days out of their busy schedules to participate. There will be over twenty sessions. Tiburon CEO Summit L 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 L meeting agenda and here to view the tentative Tiburon CEO Summit L attendee list.
Tiburon CEO Summit XLIX: October 27-29, 2025
Tiburon CEO Summit XLIX was held October 27-29, 2025 at the Boston InterContinental Hotel in Boston, MA. Tiburon CEO Summit XLIX officially started at 7:45am on Tuesday, October 28, 2025, included a group dinner that night, and finished at 1:00pm on Wednesday, October 29, 2025. Senior industry executives took two days out of their busy schedules to participate. There were over twenty sessions. Tiburon CEO Summit XLIX 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 XLIX Keynote Presentation Webinar Chip Roame's Tiburon CEO Summit XLIX Keynote Presentation focused on United States of America Wealth Management (& WealthTech) Key Trends. Tiburon members can view the Tiburon webinar presentation by clicking on the image to the right. Tiburon members needing a username & password can contact Sarah Sage. |
 Tiburon Managing Partner Chip Roame emphasizes a point during the Tiburon CEO Summit Keynote Presentation at Tiburon CEO Summit XLIX in Boston, MA |
Tiburon CEO Summit XLIX 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 on the image to the right to view the Tiburon CEO Summit XLIX photo gallery. |
 Tiburon Managing Partner Chip Roame and Tiburon CEO Summit XLIX Award Recipient Ric Edelman discuss financial planning needs at Tiburon CEO Summit XLIX in Boston, MA |
Future Tiburon CEO Summits
Tiburon 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:
- Tiburon CEO Summit L: April 20-22, 2026 in San Francisco, CA
- Speakers confirmed:
- Chip Roame (Managing Partner, Tiburon Strategic Advisors)
- Adam Aderton (Partner, Simpson, Thacher, & Bartlett)
- Mo Al Adham (CEO, Frec Markets)
- Wayne Baker (Business Head, TIAA Ventures)
- Marty Bicknell (CEO, Mariner Wealth Advisors)
- Andrew Cedar (Partner, Long Ridge Equity Partners)
- Tom Fields (CEO, Fynancial)
- Snehal Fulzele (CEO, UPTIQ)
- Jack Hannah (President, GeoWealth Management)
- Matt Harris (Senior Partner, North America Wealth Management Consulting, AlphaFMC)
- Lizzie Hartley (Partner, TTV Capital)
- Sal Hasnain (Managing Director, Financial Services, Teachers' Private Capital (TPC))
- Fahad Hassan (CEO, Range)
- Matt Hulsizer (Managing Partner, PEAK6 Investments)
- David Jegen (Managing Partner, F-Prime Capital)
- David Lau (CEO, DPL Financial Partners)
- Sarah Levy (CEO, Betterment)
- Shaun Maguire (Partner, Sequoia Capital)
- Satayan Mahajan (CEO, Datalign Advisory)
- Fielding Miller (CEO, CAPTRUST Financial Advisors)
- Justin Miller (Partner, Financial Services & FinTech, Bain & Company)
- Joe Mrak (CEO, Foundation Source)
- Steve Nesbitt (CEO, Cliffwater)
- Liz Nesvold (Chair, Emigrant Partners)
- Thomas Olsen (Partner, Financial Infrastructure, Data and Technology, Bain & Company)
- Eric Pan (CEO, Investment Company Institute (ICI))
- James Poer (CEO, Kestra Financial)
- Eric Poirier (CEO, Addepar)
- Ron Pruitt (President, Orion Wealth Management)
- Eric Rachmel (CEO, OLarry)
- Debasis Sahu (Partner, Asset & Wealth Management Consulting, PwC)
- Tony Salewski (Managing Partner, Genstar Capital)
- Dan Seivert (CEO, Echelon Partners)
- Brad Siegert (Partner, Ardea Partners)
- Babu Sivadasan (CEO, Jiffy.ai)
- Brad Smithy (President, Wealth Management, Elevation Point)
- David Stedman (CEO, BrightDime)
- Avy Stein (Co-Chairman, Cresset Capital Management)
- Jon Stern (Partner, Berkshire Global Advisors)
- Keith Taylor (Managing Director, The Cynosure Group)
- Neil Turner (Co-CEO, NewEdge Advisors)
- Luis Valdich (Managing Partner, VIM Investors)
- Samir Vasavada (CEO, Vise Technologies)
- Bob Veres (Publisher, Inside Information)
- Ian Wenik (Editor, Citywire USA)
- Nick Wright (CEO, SS&C Financial Services International)
- Alan Zafran (Managing Partner, IEQ Capital)
- Chip Roame (Managing Partner, Tiburon Strategic Advisors)
- Note: Some important dates in Spring 2026 that Tiburon has sought to navigate around include Passover (April 1-9) & Easter (April 5)
- Speakers confirmed:
- Tiburon CEO Summit LI: October 19-21, 2026 in Boston, MA
- Speakers confirmed:
- Chip Roame (Managing Partner, Tiburon Strategic Advisors)
- Eric Becker (Co-Chairman, Cresset Capital Management)
- Rob Contreras (Co-President, Kovitz Investment Group)
- Daniel Gamba (Co-President, Franklin Templeton)
- Ralph Haberli (President, Edelman Financial Engines)
- Bob Kendall (Business Head, Global Investment Management, William Blair & Company)
- Dennis Moore (CEO, Financial Planning Association)
- Jeff Stein (Managing Director, Financial Services, Warburg Pincus)
- Tom Walrond (President, Private Client Group, Raymond James & Associates)
- Kelly Wannop (Managing Director, Private Equity, The Blackstone Group)
- Chip Roame (Managing Partner, Tiburon Strategic Advisors)
- Note: Some important dates in Fall 2026 that Tiburon has sought to navigate around include Yom Kippur (September 20-21), Sukkot (September 25 - October 2), Columbus Day (October 12), Schwab IMPACT (October 27-29), & Veterans' Day (November 11)
- Speakers confirmed:
- Tiburon CEO Summit LII: April 26-28, 2027 in Boston, MA
- Speakers confirmed:
- Chip Roame (Managing Partner, Tiburon Strategic Advisors)
- Chip Roame (Managing Partner, Tiburon Strategic Advisors)
- Note: Some important dates in Spring 2027 that Tiburon has sought to navigate around include Easter (March 28) & Passover (April 21-29)
- Speakers confirmed:
- Tiburon CEO Summit LIII: October 11-13, 2027 in San Francisco, CA
- Speakers confirmed:
- Chip Roame (Managing Partner, Tiburon Strategic Advisors)
- Chip Roame (Managing Partner, Tiburon Strategic Advisors)
- Note: 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)
- Speakers confirmed:
- Tiburon CEO Summit LIV: April 3-5, 2028 in New York, NY
- Speakers confirmed:
- Chip Roame (Managing Partner, Tiburon Strategic Advisors)
- Chip Roame (Managing Partner, Tiburon Strategic Advisors)
- Note: Some important dates in Spring 2028 that Tiburon has sought to navigate around include Passover (April 10-18) & Easter (April 16)
- Speakers confirmed:
- Tiburon CEO Summit LV: October 23-25, 2028 in San Francisco, CA
- Speakers confirmed:
- Chip Roame (Managing Partner, Tiburon Strategic Advisors)
- Chip Roame (Managing Partner, Tiburon Strategic Advisors)
- Note: 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)
- Speakers confirmed:
- Tiburon CEO Summit LVI: April 16-18, 2029 in New York, NY
- Speakers confirmed:
- Chip Roame (Managing Partner, Tiburon Strategic Advisors)
- Chip Roame (Managing Partner, Tiburon Strategic Advisors)
- Note: Some important dates in Spring 2029 that Tiburon has sought to navigate around include Passover (March 30 - April 7) & Easter (April 1)
- Speakers confirmed:
- Tiburon CEO Summit LVII: October 22-24, 2029 in San Francisco, CA
- Speakers confirmed:
- Chip Roame (Managing Partner, Tiburon Strategic Advisors)
- Chip Roame (Managing Partner, Tiburon Strategic Advisors)
- Note: 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)
- Speakers confirmed:
- Tiburon CEO Summit LVIII: April 9-11, 2030 in New York, NY
- Speakers confirmed:
- Chip Roame (Managing Partner, Tiburon Strategic Advisors)
- Chip Roame (Managing Partner, Tiburon Strategic Advisors)
- Note: Some important dates in Spring 2030 that Tiburon has sought to navigate around include Passover (April 17-25) & Easter (April 21)
- Speakers confirmed:
- Tiburon CEO Summit LIX: October 21-23, 2030 in San Francisco, CA
- Speakers confirmed:
- Chip Roame (Managing Partner, Tiburon Strategic Advisors)
- Chip Roame (Managing Partner, Tiburon Strategic Advisors)
- Note: 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)
- Speakers confirmed:
- Tiburon CEO Summit LX: April 21-23, 2031 in New York, NY
- Speakers confirmed:
- Chip Roame (Managing Partner, Tiburon Strategic Advisors)
- Chip Roame (Managing Partner, Tiburon Strategic Advisors)
- Note: Some important dates in Spring 2031 that Tiburon has sought to navigate around include Passover (April 7-15) & Easter (April 13)
- Speakers confirmed:
- Tiburon CEO Summit LXI: October 20-22, 2031 in San Francisco, CA
- Speakers confirmed:
- Chip Roame (Managing Partner, Tiburon Strategic Advisors)
- Chip Roame (Managing Partner, Tiburon Strategic Advisors)
- Note: 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)
- Speakers confirmed: