Tiburon CEO Summits

Register Tiburon hosts its unique semi-annual Tiburon CEO Summits for its executive-level clients. Tiburon CEO Summit XLII will be held May 2-4, 2022 at the Four Seasons Hotel Boston. 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 XLI was held November 1-3, 2021 at the Four Seasons Resort & Club Dallas at Las Colinas in Dallas, TX; 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 XLII: May 2-4, 2022

Tiburon CEO Summit XLII will be held May 2-4, 2022 at the Four Seasons Hotel Boston. Tiburon CEO Summit XLII will officially start at 7:45am on Tuesday, May 3, 2022, include a group dinner that night, and finish at 1:00pm on Wednesday, May 4, 2022. 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 XLI will include speakers Mark Casady (Partner, Vestigo Ventures); Bob Reynolds (CEO, Putnam Investments); John Bartleman (CEO, TradeStation); Jody Bhagat (President, Americas, Personetics); Adam Birenbaum (CEO, Buckingham Wealth Partners); Lawrence Calcano (CEO, iCapital Network); Ron Carson (CEO, Carson Group); Sasank Chary (Managing Director, Financial Services, KKR); Bill Crager (CEO, Envestnet); Alex D'Amico (Partner, McKinsey & Company); Tom Davis (Partner, Centana Growth Partners); Lule Demmissie (CEO, eToro USA); Lisa Dolly (CEO, LD Executive Services); Mike Durbin (President, Fidelity Institutional); Paul Gamble (CEO, 55ip); George Gatch (CEO, JP Morgan Asset Management); Christian Haigh (CEO, Alternativ); Matt Harris (Partner, Bain Capital Ventures); Jim Hays (CEO, Wells Fargo Advisors); Mark Hoffman (CEO, LifeYield); David Jegen (Managing Partner, F-Prime Capital); Ron Joelson (Chairman, Northwestern Mutual Investment Management (NMIMC)); Bevon Joseph (Executive Director, Greenwood Project); David Karr (Chairman, Equitable Advisors); Michael Kitces (Chief Financial Planning Nerd, Kitces.Com); Aaron Klein (CEO, Riskalyze); Rainford Knight (CEO, Transparency Global); David Kon (CEO, Ripsaw); Sonia Kowal (President, Zevin Asset Management); Pam Krueger (CEO, Wealthramp); Phil Loughlin (Managing Director, Financial & Business Services Practice, Bain Capital Private Equity); Hugh MacArthur (Business Head, Global Private Equity Practice, Bain & Company); Tobin McDaniel (Business Head, SoFi Invest); Milind Mehere (CEO, YieldStreet); Kurt Miscinski (CEO, Cerity Partners); Bob Oros (CEO, HighTower Holding); Matt Patsky (CEO, Trillium Asset Management); Eric Poirier (CEO, Addepar); Larry Raffone (CEO, Edelman Financial Engines); Max Rakhlin (Managing Director, Lightyear Capital); Karl Roessner (CEO, Lefteris Acquisition Corporation (Former CEO, E*Trade Financial Corporation)); Tyrone Ross (Former CEO, Onramp Invest); Charlie Ruffel (Chairman, Kudu Investment Management); Dave Scherer (Co-CEO, Origin Investments); Doug Scott (CEO, Ethic); Mike Sha (CEO, SigFig); Tim Shannon (President, CAIS); Michael Sonnenshein (CEO, Grayscale Investments); Adam Spector (Managing Partner, Brandywine Global Investment Management); Thomas Sponholtz (CEO, Unison Home Ownership Investors); Jeff Stein (Managing Director, Financial Services, Warburg Pincus); Jon Stern (Partner, Berkshire Global Advisors); John Streur (CEO, Calvert Research & Management); Joe Sullivan (CEO, Allspring Global Investments); John Taft (Vice Chairman, Baird); Cyrus Taraporevala (CEO, State Street Global Advisors); Fred Thiel (CEO, Marathon Digital Holdings); Martin Whittaker (CEO, JUST Capital); Rick Wurster (President, The Charles Schwab Corporation); Vadim Zlotnikov (President, Fidelity Institutional Asset Management); & others. Tiburon CEO Summit XLII will also feature the firm's traditional client-centric panel discussions and two networking-based social events.

Tiburon CEO Summit XLI: November 1-3, 2021

Tiburon CEO Summit XLI was held November 1-3, 2021 at the Four Seasons Resort & Club Dallas at Las Colinas in Dallas, TX. Tiburon CEO Summit XLI officially started at 7:45am on Tuesday, November 2, 2021, included a group dinner that night, and finished at 1:00pm on Wednesday, November 3, 2021. 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 XLI included speakers Rob Arnott (Chairman, Research Affiliates); Walt Bettinger (CEO, The Charles Schwab Corporation); David Booth (Chairman, Dimensional Fund Advisors); Mike Alexander (President, Wealth Management & Global Managed Services, Broadridge Financial Solutions); Jim Ashton (General Partner, NewSpring Capital); Clayton Bland (CEO, CLA Wealth Advisors); Brent Brodeski (CEO, Savant Wealth Management); Cary Broussard (Founder, From Cinderella to CEO); Dale Brown (CEO, Financial Services Institute (FSI)); Dave Butler (Co-CEO, Dimensional Fund Advisors); Caleb Callahan (President, ValMark Financial Group); Bruce Cameron (CEO, Berkshire Global Advisors); David Canter (Executive Vice President, Registered Investment Advisor Segment, Fidelity Institutional); Michael Carvin (CEO, SmartAsset); Eric Clarke (CEO, Orion Advisor Solutions); Matt Cooper (President, Beacon Pointe Advisors); Ron Cordes (Co-Founder, Cordes Foundation); Jonathan Craig (Business Head, Investor Services & Marketing, The Charles Schwab Corporation); Scott Curtis (President, Private Client Group, Raymond James Financial); Jeff Dekko (CEO, Wealth Enhancement Group); Andrew Dodson (Managing Partner, Parthenon Capital); Ric Edelman (Founder, Digital Assets Council of Financial Professionals); Tim Freundlich (Co-Founder, Impact Assets); Andres Garcia-Amaya (CEO, Zoe Financial); Scott Hanson (Co-CEO, Allworth Financial); Margaret Hartigan (CEO, Marstone); Wendy Hartman (President, Buckingham Strategic Wealth); Tom Haught (President, Sequoia Financial Group); Phil Hildebrandt (CEO, Segall, Bryant, & Hamill); Mike Hollander (Managing Director, GTCR); Jamie Hopkins (Managing Partner, Wealth Solutions, Carson Group); Hunter Horsley (CEO, Bitwise Asset Management); Tom Jessop (President, Fidelity Digital Assets); Jenny Johnson (CEO, Franklin Resources); Anders Jones (CEO, Facet Wealth); Kunal Kapoor (CEO, Morningstar); Jenn Kenning (CEO, Align Impact); Chris King (CEO, Eaglebrook Advisors); David Knoch (CEO, Docupace Technologies); Bill Koehler (CEO, FCI Advisors); Biju Kulathakal (CEO, Halo Investing); Michael Lane (Business Head, iShares, United States Wealth Advisory, BlackRock); David Lau (CEO, DPL Financial Partners); Todd Mackay (President, Avantax); Taylor Matthews (CEO, Farther Finance); Patrick McKenna (Partner, Comeback Capital); Fielding Miller (CEO, CAPTRUST); Alan Moore (CEO, XY Planning Network); Brent Newcomb (President, EcoFin Investments); Eric Poirier (CEO, Addepar); Matt Regan (President, Wealthcare Capital Management); Eduardo Repetto (Chief Investment Officer, Avantis Investors); Shawn Rochester (CEO, Minority Equality Opportunities Acquisition); Danny Rodriguez (Partner, Lee Equity Partners); Kelly Rodriques (CEO, Forge Global); Brendan Ryan (Co-Business Head, Technology & Services Investment Banking, Raymond James Financial); Aaron Schumm (CEO, Vestwell Holdings); Mitch Spector (Partner, Berkshire Global Advisors); Matt Witkos (President, Eaton Vance Distributors); & others. Tiburon CEO Summit XLI also featured the firm's traditional client-centric panel discussions and two networking-based social events.

Tiburon CEO Summit XLI Keynote Presentation Webinar

Chip Roame's Tiburon CEO Summit XLI Keynote Presentation focused on the Future of Wealth & Investment Management: The Dozen Most Important Pre- & Post-Covid Industry Trends. Tiburon members can view the Tiburon webinar presentation by clicking on the image below. If you need a Tiburon web site username & password, please contact Sarah Sage.

Tiburon CEO Summit XLI: 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 insiders, 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 XLI.

Future Tiburon CEO Summits

Other upcoming Tiburon CEO Summit dates include:

  • Tiburon CEO Summit XLIII: November 7-9, 2022 in Chicago, IL
    • Speakers confirmed:
      • Geof Brown (CEO, National Association of Personal Financial Advisors (NAPFA))
  • Tiburon CEO Summit XLIV: May 1-3, 2023 in Boston, MA
  • Tiburon CEO Summit XLV: November 6-8, 2023 in Chicago, IL
  • Tiburon CEO Summit XLVI: May 6-8, 2024 in Boston, MA
  • Tiburon CEO Summit XLVII: November 4-6, 2024 in Chicago, IL
  • Tiburon CEO Summit XLVIII: May 5-7, 2025 in Boston, MA
  • Tiburon CEO Summit XLIX: November 3-5, 2025 in Chicago, IL