Tiburon CEO Summits

Register Tiburon hosts its unique semi-annual Tiburon CEO Summits for its executive-level clients. Tiburon CEO Summit XXXIX will be held October 12-14, 2020 at the Ritz Carlton Hotel in San Francisco, CA; please click here to review the tentative meeting agenda and here to view the client attendee list for this upcoming Tiburon CEO Summit.

Tiburon CEO Summit XXXVII was held October 7-9, 2019 at The Ritz Carlton Hotel in 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), panel discussions, & 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. 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 clients.


Tiburon CEO Summit XXXIX: October 12-14, 2020

Tiburon CEO Summit XXXIX will be held October 12-14, 2020 at the Ritz Carlton Hotel in San Francisco, CA. Tiburon CEO Summit XXXIX will officially start at 7:45am on Tuesday, October 13, 2020, include a group dinner that night, and finish at 1:00pm on Wednesday, October 14, 2020. 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 XXXIX will include speakers Rudy Adolf (CEO, Focus Financial Partners); Rob Anderson (Partner, Payments & Transaction Processing, FTV Capital); John Bahnken (President, Citizens Bank Wealth Management); Steve Begleiter (Managing Director, Flexpoint Ford); Ori Brafman (Lecturer, University of California at Berkeley); Will Bressman (CEO, RIA in a Box); Brent Brodeski (CEO, Savant Capital Management); Geof Brown (CEO, National Association of Personal Financial Advisors (NAPFA)); Dave Butler (Co-CEO, Dimensional Fund Advisors); Bruce Cameron (CEO, Berkshire Global Advisors); Nick Eatock (CEO, Intelliflo); Ric Edelman (Executive Chairman, Investment Education & Client Experience, Edelman Financial Engines); Chris Egan (Managing Partner, Advent International); Estee Faranda (CEO, PFS Investments); Margaret Hartigan (CEO, Marstone); Wendy Hartman (President, Buckingham Strategic Wealth); Mark Hoffman (CEO, LifeYield); Jenny Johnson (CEO, Franklin Resources); Kunal Kapoor (CEO, Morningstar); Jenn Kenning (CEO, Align Impact); Tariq Khan (CEO, Global Diversity Marketing); Sanjeev Kumar (CEO, Skience); Patrick McKenna (Managing Partner, Catalyst Opportunity Funds); Michael Nathanson (CEO, The Colony Group); Heather Redman (Managing Partner, Flying Fish Partners); Eduardo Repetto (Chief Investment Officer, Avantis Investors); John Rooney (Managing Principal, Commonwealth Financial Network); Margret Trilli (President, Impact Assets); Sean Walters (CEO, Investments & Wealth Institute (IMCA)); Matt Witkos (President, Eaton Vance Distributors); & others. Tiburon CEO Summit XXXIX will also feature the firm's traditional client-centric panel discussions and two networking-based social events.

Tiburon CEO Summit XXXVII: October 7-9, 2019

Tiburon CEO Summit XXXVII was held October 7-9, 2019 at The Ritz Carlton Hotel in San Francisco, CA. Tiburon CEO Summit XXXVII officially started at 7:45am on Tuesday, October 8, 2019, included a group dinner that night, and finished at 2:00pm on Wednesday, October 9, 2019. 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 XXXVII included speakers Ken Fisher (CEO, Fisher Investments); Matt Ahern (Managing Principal, Knightsbridge Advisors); Jim Ashton (Partner, NewSpring Capital); Patrick Beaudan (CEO, Emotomy); Cat Berman (CEO, CNote); Alex Chalekian (CEO, Lake Avenue Financial); Jean-Marc Chapus (Managing Partner, Crescent Capital Group); Todd Crockett (Managing Director, TA Associates); Pam Cytron (CEO, Pendo Systems); Anthony DeChellis (CEO, Boston Private Financial Holdings); Jeff Dekko (CEO, Wealth Enhancement Group); Jim Dickson (CEO, Sanctuary Wealth Partners); Sonya Dreizler (CEO, Solutions with Sonya); Will Dolan (CEO, Financeware); Ken Dychtwald (CEO, Age Wave); Justin Ferri (Chairman, Buckingham Strategic Wealth); Praveen Ghanta (CEO, HiddenLevers); Mark Goldberg (CEO, Griffin Capital Securities); Tim Harrison (CEO, Harrison Financial Services); Neil Hennessy (Chairman, Hennessy Advisors); Kevin Keller (CEO, Certified Financial Planner Board of Standards (CFP Board)); Jay Lipman (President, Ethic); Michael Martin (Managing Director, Warburg Pincus); David Mrazik (Managing Partner, Merchant Investment Management); Gerard O'Reilly (Co-CEO, Dimensional Fund Advisors); Bob Oros (CEO, HighTower); Ethan Penner (Managing Partner, Mosaic Real Estate Investors); Michael Pinsker (Chairman, Docupace Technologies); Alex Potts (Chairman, BAM Advisor Services); Larry Raffone (CEO, Edelman Financial Engines); Rachel Robasciotti (CEO, Robasciotti & Philipson); Andrew Rudd (CEO, Advisor Software); Karen Schaeffer (President, Schaeffer Financial); Marc Schechter (Senior Managing Partner, Schechter Wealth Management); Michelle Seitz (CEO, Russell Investments); Mike Sha (CEO, SigFig); Scott Stuart (Managing Partner, Sageview Capital); Chris Sugden (Managing Partner, Financial Technology, Edison Partners); Wes Thompson (CEO, M Financial Group); Don Trone (CEO, 3ethos); Don Truesdale (CEO, Ardea Partners); Enrique Vasquez (President, Avantax Wealth Management); Hussain Zaidi (President, Financial Planning Solution, Orion Advisor Tech); & others. Tiburon CEO Summit XXXVII also featured the firm's traditional client-centric panel discussions and two networking-based social events.

Tiburon CEO Summit XXXVII Keynote Presentation Video

Chip Roame's Tiburon CEO Summit XXXVII Keynote Presentation focused on The Top Six Wealth & Investment Management (and Related FinTech) Industry Trends & Strategic Activity. The full presentation can be viewed here:

Tiburon CEO Summit XXXVII: Attendee Videos

Tiburon CEO Summit XXXVII videos are short snipets by attendees regarding their experiences in attending the Tiburon CEO Summits.

Tiburon CEO Summit XXXVII: 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 sponsors, 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 XXXVII.

Future Tiburon CEO Summits

Other upcoming Tiburon CEO Summit dates include:

  • Tiburon CEO Summit XL: April 12-14, 2021 in New York, NY
    • Speakers confirmed:
      • Karen Barr (CEO, Investment Adviser Association (IAA))
      • Amit Bouri (CEO, Global Impact Investing Network (GIIN))
      • Josh Brown (CEO, Ritholtz Wealth Management)
      • Caleb Callahan (President, ValMark Financial Group)
      • Mark Casady (Partner, Vestigo Ventures)
      • Ryan Diachok (President, Geneos Wealth Management)
      • Jed Laskowitz (CEO, Intelligent Digital Solutions, JP Morgan Asset & Wealth Management)
      • Fielding Miller (CEO, Cap Trust Financial Advisors)
      • Jim Patrick (President, Envestnet PMC)
      • Dave Stone (CEO First Rate)
      • Cyrus Taraporevala (CEO, State Street Global Advisors)
  • Tiburon CEO Summit XLI: October 4-6, 2021 in San Francisco, CA
  • Tiburon CEO Summit XLII: April 4-6, 2022 in New York, NY
  • Tiburon CEO Summit XLIII: October 3-5, 2022 in San Francisco, CA