Tiburon CEO Summits
Tiburon hosts its unique semi-annual Tiburon CEO Summits for its executive-level clients. Tiburon CEO Summit XXXVI will be held April 1-3, 2019 at The Wagner at the Battery Hotel (FKA The Ritz Carlton Hotel) in New York, NY; 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 XXXV was held October 8-10, 2018, 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 banking, insurance, brokerage, & 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 XXXVI
Tiburon CEO Summit XXXVI will be held April 1-3, 2019, at The Wagner at the Battery Hotel (FKA The Ritz Carlton Hotel) in New York, NY. Tiburon CEO Summit XXXVI will officially start at 7:45am on Tuesday, April 2, 2019, include a group dinner that night, and finish at 2:00pm on Wednesday, April 3, 2019. 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 XXXVI will include speakers Walt Bettinger (CEO, The Charles Schwab Corporation); Dave Barton (Vice Chairman, Mercer Advisors); Adam Birenbaum (CEO, Buckingham Family of Financial Services); Tom Bradley (CEO, Tom Bradley Advisors); Ron Carson (CEO, Carson Wealth Management Group); Tracy Chadwell (Founding Partner, 1843 Capital); Brendan Clark (CEO, Clark Capital Management Group); Bill Crager (CEO, Envestnet Wealth); Gayle Crowell (Former Senior Advisor, Warburg Pincus); Scott Curtis (President, Raymond James Financial Services); Nate Dalton (CEO, Affiliated Managers Group (AMG)); Bruno del Ama (Former CEO, Global X); Harry Dent (Founder, Dent Research); Jim Dowd (CEO, North Capital Private Securities); Tad Edwards (CEO, Benjamin Edwards & Company); Harold Evensky (Chairman, Evensky & Katz/Foldes Financial Management); Ken Feinberg (Managing Partner, The Law Offices of Kenneth Feinberg); Kim Fleming (CEO, Hefren-Tillotson); Craig Gordon (Chief of Strategic Development, RBC Correspondent & Advisor Services); Scott Hanson (Co-CEO, Hanson McClain Group); Lori Hardwick (President, Advisor Innovation Labs); Salene Hitchcock-Gear (President, Prudential Individual Life Insurance); Tim Hockey (CEO, TD Ameritrade); Hunter Horsley (CEO, Bitwise Asset Management); Sheena Iyengar (Professor, Columbia Business School); Ramya Joseph (CEO, Pefin); Brandon Krieg (CEO, StashInvest); Kevin Mahn (President, Hennion & Walsh Asset Management); Bridget McNamara-Fenesy (CEO, M Holdings Securities); Jan Molino (CEO, Aspire Ascend); Jim Nagengast (CEO, Securities America); Sandra Nesbit (Managing Partner, GFS Private Wealth Advisors); Karl Roessner (CEO, E*Trade Financial Corporation); Mark Rodrigues (Partner, Illuminate Financial Management); Kristi Ross (Co-CEO, tastytrade); Knut Rostad (President, The Institute for the Fiduciary Standard); Skip Schweiss (President, TD Ameritrade Trust Company); Clara Shih (CEO, Hearsay Systems); Ram Subramaniam (President, Fidelity Brokerage Services); Raj Udeshi (Founder, HiddenLevers); James Waldinger (CEO, Artivest); Elliot Weissbluth (Chairman, HighTower); Craig Wietz (President, First Rate); Ed Yardeni (President, Yardeni Research); Al Zdenek (Execuitve Vice President, Mercer Advisors); & others. Tiburon CEO Summit XXXVI will also feature the firm's traditional client-centric panel discussions and two networking-based social events.
Tiburon CEO Summit XXXV: October 8-10, 2018
Tiburon CEO Summit XXXV was held October 8-10, 2018, at the Ritz Carlton Hotel in San Francisco, CA. Tiburon CEO Summit XXXV officially started at 7:45am on Tuesday, October 9, 2018, included a group dinner that night, and finished at 2:00pm on Wednesday, October 10, 2018. 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 XXXV included speakers Mike Alfred (CEO, Digital Assets Data); David Benskin (CEO, Wealth Access); Dale Brown (CEO, Financial Services Institute (FSI)); Bruce Cameron (Co-CEO, Berkshire Global Advisors); Dean Cook (CEO, FTJ FundChoice); Joe Deitch (Chairman, Commonwealth Financial Network); Adam Durrett (Managing Director, Hellman & Friedman); Tash Elwyn (CEO, Raymond James & Associates); Dave Garff (President, Accuvest Global Advisors); Craig Gordon (Chief of Strategic Development, RBC Correspondent & Advisor Services); Barnaby Grist (Executive Chairman, RIA in a Box); Jason Grumet (CEO, Bipartisian Policy Center); Raphael Haas (CEO, Melting Point Solutions); Brian Hamburger (CEO, MarketCounsel); Scott Hanson (Co-CEO, Hanson McClain Group); Jim Hays (President, Wealth Brokerage Services, Wells Fargo Corporation); Bob Herrmann (CEO, Discovery Data); Phil Hildebrandt (CEO, Segall, Bryant, & Hamill); Heather Holmes (CEO, Genivity); Steve Janachowski (CEO, Brouwer & Janachowski); Aaron Klein (CEO, Riskalyze); David Knoch (President, 1st Global Capital Corporation); Tim Kochis (Former CEO, Aspiriant); Steve Lockshin (CEO, Advice Period); Stephanie Luedke (Global Head, Citi Investment Management); Neal Maglaque (President, Business Development, Advice & Wealth Management, Ameriprise Financial); Pat McClain (Co-CEO, Hanson McClain Group); Kathryn Morrison (CEO, Sun Star Strategic); Rob Nail (CEO, Singularity University); Vinay Nair (Chairman, 55ip); Liz Nesvold (Managing Partner, Silver Lane Advisors); Nathana O'Brien-Sharma (Faculty, Singularity University); Will Quist (Partner, Slow Ventures); Kevin Rafferty (CEO, Financeware); Larry Raffone (CEO, Financial Engines Edelman); John Rome (Co-Founder, Intensity Analytics Corporation); Rich Rosenbaum (Partner, Aquiline Capital Partners); Jim Rowe (Managing Partner, Entoro Capital Management); Brendan Ryan (Co-Business Head, Technology & Services Investment Banking, Raymond James Financial); Tony Salewski (Managing Director, Genstar Capital); Ken Schapiro (CEO, BackEnd Benchmarking); Skip Schweiss (President, TD Ameritrade Trust Company); Dan Seivert (CEO, Echelon Partners); Jay Shah (CEO, Personal Capital Corporation); Tim Shannon (President, CAIS Group); Raghav Sharma (CEO, GuideVine); Meir Statman (Professor, Finance, Leavey School of Business, Santa Clara University); Jeff Stein (Managing Director, Warburg Pincus); Laura Varas (CEO, Hearts & Wallets); Hardeep Walia (CEO, Motif Investing); Cathy Weatherford (CEO, Insured Retirement Institute (IRI)); Craig Wietz (President, First Rate); & others. Tiburon CEO Summit XXXV also featured the firm's traditional client-centric panel discussions and two networking-based social events.
Tiburon CEO Summit XXXV: Videos
Tiburon CEO Summit XXXV videos are short snipets by attendees regarding their experiences in attending the Tiburon CEO Summits.
Tiburon CEO Summit XXXV: Photographs
Tiburon CEO Summit XXXV pictures are available to all attendees and journalists.
Click here to view all photographs.
Future Tiburon CEO Summits
Other upcoming Tiburon CEO Summit dates include:
Tiburon's CEO Summits have come to support three central themes and Tiburon created its Tiburon CEO Summit Awards in 2009 to recognize industry executives who exemplify these attributes. Those themes are:
Past & upcoming Tiburon CEO Summit award recipients have included: