Tiburon CEO Summits
Tiburon hosts its unique semi-annual Tiburon CEO Summits for its executive-level clients. Tiburon CEO Summit XLIV will be held May 1-3, 2023 at the InterContinental Boston Hotel. 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 XLIII was held November 7-9, 2022 at the Four Seasons Hotel Chicago; 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 XLIV: May 1-3, 2023
Tiburon CEO Summit XLIV will be held May 1-3, 2023 at the InterContinental Boston Hotel. Tiburon CEO Summit XLIV will officially start at 7:45am on Tuesday, May 2, 2023, include a group dinner that night, and finish at 1:00pm on Wednesday, May 3, 2023. 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 XLIV will include speakers Bill McNabb (Former CEO, The Vanguard Group); Toussaint Bailey (CEO, Uplifting Capital); Jason Barsema (President, Halo Investing); Ryan Beach (President, Orion Wealth Management); Josh Brown (CEO, Ritholtz Wealth Management); Joel Bruckenstein (President, Technology Tools for Today); Rich Cancro (CEO, AdvisorEngine); David Canter (President, Bluespring Wealth Partners); Julia Carlson (CEO, Financial Freedom Wealth Management Group); Ron Carson (CEO, Carson Group); Jean-Marc Chapus (Managing Partner, Crescent Capital Group); Kevin Cimring (CEO, Paperwork); Scott Colyer (CEO, Advisors Asset Management); Nancy Davis (Managing Partner, Quadratic Capital Management); Joe Duran (Former CEO, Goldman Sachs Personal Financial Management); Tash Elwyn (CEO, Raymond James & Associates); Onur Erzan (Business Head, Private Wealth & Global Client Group, AllianceBernstein); Chuck Failla (CEO, Sovereign Financial Group); Farouk Ferchichi (President, Data & Analytics Solutions, Envestnet); Kevin Fitzwilson (Managing Partner, Coldstream Holdings); Dan Fuss (Vice Chairman, Loomis, Sayles, & Company); Paul Gamble (CEO, 55ip); Adam Green (CEO, YieldX); Brian Hamburger (CEO, MarketCounsel); Sal Hasnain (Managing Director, Financial Services, Ontario Teachers Pension Plan); Pete Hess (President, Mid-Market Division, InvestCloud); Jasmine Jirele (CEO, Allianz Life Insurance Company of North America); Alli Jordan (President, LibertyFi); Tim Kochis (CEO, Kochis Global); Rick Kushel (Partner, FINTOP Capital); Randy Little (Managing Director, Financial Technology Partners); Rob Madej (CEO, PureFacts WealthTech Solutions); Carter Malloy (CEO, AcreTrader); Allyson McDonald (CEO, Boston Common Asset Management); Jerry Michael (President, Smartleaf); Liz Michaels (Co-Business Head, Aperio Group); Tim Monnin (Business Head, FinTech Investment Banking, KeyBanc Capital Markets); Hans Morris (Managing Partner, Nyca Partners); Ed Murphy (CEO, Empower); Cheryl Nash (CEO, Financial Supermarket, InvestCloud); Thomas Olsen (Partner, Web3, Digital Asset, & Metaverse Practice, Bain & Company); Rose Palazzo (President, Financial Planning, Envestnet); Roger Park (Partner, Innovation, Ernst & Young); David Peacock (CEO, Messick, Peacock, & Associates); Craig Pfeiffer (CEO, Money Management Institute (MMI)); Stephanie Pierce (CEO, Dreyfus, Mellon & Exchange Traded Funds, The Bank of New York Mellon Corporation); Sisi Provost (Co-Founder, Succession Advisors); Mario Ramos (CEO, Adviser Investments); Tom Rieman (Business Head, Wealth Solutions, JD Power); Karin Risi (Managing Director, Strategy, Product, Marketing, & Communications, The Vanguard Group); Anthony Rochte (Business Head, Exchange Traded Funds (ETFs), Morgan Stanley Investment Management); James Rockwood (CEO, CapIntel); Dan Rosen (General Partner, Commerce Ventures); Colin Savage (Partner, Atlas Merchant Capital); Ray Sclafani (CEO, ClientWise); Ian Sheridan (Managing Director, Vestigo Ventures); Evan Siegal (Partner, Asset & Wealth Management, PwC Strategy&); Peter Stanton (CEO, Advisor Credit Exchange); Katie Stockton (CEO, Fairlead Strategies); Keith Styrcula (Chairman, Structured Products Association); Jack Swift (President, The TIFIN Group); Carl Tippit (President, Clearstead Advisors); Frank Trotter (President, Battle Financial); John Tyers (Business Head, Independent Advisor Group, Wells Fargo Advisors); Joe Ujobai (CEO, Alternative Investment Exchange (AIX)); Samir Vasavada (CEO, Vise); Chris Walters (CEO, Avantax); Dave Welling (CEO, Mercer Advisors); Cara Williams (Senior Partner, Global ESG and Sustainability, Mercer Investments); & others. Tiburon CEO Summit XLIV will also feature the firm's traditional client-centric panel discussions and two networking-based social events.
Tiburon CEO Summit XLIII: November 7-9, 2022
Tiburon CEO Summit XLIII was held November 7-9, 2022 at the Four Seasons Hotel Chicago. Tiburon CEO Summit XLIII officially started at 7:45am on Tuesday, November 8, 2022, included a group dinner that night, and finished at 1:00pm on Wednesday, November 9, 2022. 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 XLIII included speakers Libet Anderson (President, Investment Solutions, Concourse Financial Group Securities); Adam Antoniades (CEO, Cetera Financial Group); Karen Barr (CEO, Investment Adviser Association (IAA)); Jason Barsema (President, Halo Investing); Raj Bector (Senior Partner, McKinsey & Company); Matt Brown (CEO, CAIS); Rich Calhoun (CEO, Laidlaw Wealth Management & Naples Wealth Planning); Tom Chard (CEO, North America, FNZ); Stephen Chen (CEO, NewRetirement); Wayne Chopus (CEO, Insured Retirement Institute (IRI)); Nat Clarkson (Partner, BankTech Ventures); Jeff Concepcion (CEO, Stratos Wealth Partners); Ben Cruikshank (President, Flourish Financial); Alex David (CEO, Stifel Independent Advisors); Jennifer Dempsey Fox (Former President, Bryn Mawr Trust Company); Jon de St. Paer (President, Charles Schwab Investment Management); Louis Diamond (President, Diamond Consultants); Jim Dickson (CEO, Sanctuary Wealth Partners); Amit Dogra (President, tru Independence); John Dowd (CEO, Fiduciary Trust Company International); Kamila Elliott (CEO, Collective Wealth Partners); Gene Farrell (CEO, Vanilla); Don Friedman (President, Digital Assets Council of Financial Professionals (DACFP)); Dave Fulton (CEO, Clearstead Advisors); George Gay (CEO, First Affirmative Financial Network); Aditi Gokhale (President, Retail Investments, Northwestern Mutual); Jim Gold (CEO, Steward Partners Global Advisory); Ryan Hicke (CEO, SEI Investments); Rick Hough (CEO, Silvercrest Asset Management Group); Seth Johnson (CEO, Redi2 Technologies); Kevin Keller (CEO, Certified Financial Planner Board of Standards (CFP Board)); Nick King (CEO, Vint); Matt Kolesky (President, Arbor Capital); Christian Kronseder (CEO, ALLINDEX); Tony Leal (President, Envestnet MoneyGuide); Joe Maxwell (Managing Partner, FINTOP Capital); Pat McClain (Co-CEO, Allworth Financial); Brian McLaughlin (CEO, Redtail Technology); Larry Miles (CEO, Choreo); RJ Moore (CEO, Private Advisor Group); Fayez Muhtadie (Managing Director, Stone Point Capital); Nalika Nanayakkara (Managing Partner, Americas, Financial Services Consulting, Ernst & Young); Michael Nathanson (CEO, The Colony Group); Liz Nesvold (Business Head, Asset & Wealth Management, Global Investment Banking, Raymond James Financial); Bill Nook (Managing Director, Moelis & Company); Mike O'Brien (Managing Partner, Stratos Wealth Partners); Siddhartha Oza (Co-Founder, SoraFinance); Eric Pan (CEO, Investment Company Institute (ICI)); Ned Phillips (CEO, Bambu); Michael Pinsker (President, Docupace Technologies); Alex Potts (President, Buckingham Strategic Partners); Evan Rapoport (CEO, SMArtX Advisory Solutions); Patrick Reed (CEO, YourStake.Org); Tony Rodrigues (Partner, Financial Services & Strategy, Bain & Company); Rich Romano (CEO, FIDx); Joanna Rotenberg (President, Personal Investing, Fidelity Investments); Todd Rovak (CEO, Carefull); Mitchell Sabshon (CEO, Inland Real Estate Investment Corporation); Rachel Saunders (CEO, Apex Digital Assets); Michael Sidgmore (Partner, Broadhaven Ventures); Ainslie Simmonds (President, PershingX); Jonathan Thomas (CEO, American Century Investments); Shundrawn Thomas (Managing Partner, The Copia Group & Former CEO, Northern Trust Asset Management); Neil Turner (CEO, NewEdge Advisors); Ben Upward (Partner, COSIMO Ventures); Petal Walker (Managing Director, Deloitte & Touche); Sean Walters (CEO, Investments & Wealth Institute); Ben Webster (CEO, OWL ESG); Jason Wenk (CEO, Altruist); Eric Woo (CEO, Revere VC); Kim Wright-Violich (Managing Partner, Tideline); & others. Tiburon CEO Summit XLIII also featured the firm's traditional client-centric panel discussions and two networking-based social events.
Tiburon CEO Summit XLIII Keynote Presentation Webinar
Chip Roame's Tiburon CEO Summit XLIII Keynote Presentation focused on Five Key Wealth & Investment Management 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 XLIII: 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.
Tiburon CEO Summit XLIII photo gallery coming soon!
Future Tiburon CEO Summits
Other upcoming Tiburon CEO Summit dates include: