Tiburon CEO Summits
Tiburon hosts its unique semi-annual Tiburon CEO Summits for its executive-level clients. Tiburon CEO Summit XXXVII will be held October 7-9, 2019 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 XXXVI was 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 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 XXXVII: October 7-9, 2019
Tiburon CEO Summit XXXVII will be held October 7-9, 2019 at The Ritz Carlton Hotel in San Francisco, CA. Tiburon CEO Summit XXXVII will officially start at 7:45am on Tuesday, October 8, 2019, include a group dinner that night, and finish at 2:00pm on Wednesday, October 9, 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 XXXVII will include 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); Mike 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 (CEO, Advizr); & others. Tiburon CEO Summit XXXVII will also feature the firm's traditional client-centric panel discussions and two networking-based social events.
Tiburon CEO Summit XXXVI: April 1-3, 2019
Tiburon CEO Summit XXXVI was 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 officially started at 7:45am on Tuesday, April 2, 2019, included a group dinner that night, and finished at 2:00pm on Wednesday, April 3, 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 XXXVI included 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); Brendan Clark (CEO, Clark Capital Management Group); Bill Crager (CEO, Envestnet Wealth); Gayle Crowell (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); 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, Allworth Financial); 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 & Co-Founder, STASH); 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); Steve Piaker (Partner, Napier Park Financial Partners); Alison Reyes (Partner, 1843 Capital); 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); Charlie Ruffel (Chairman, Kudu Investment Management); Skip Schweiss (President, TD Ameritrade Trust Company); Clara Shih (CEO, Hearsay Systems); Andy Stewart (Founding Partner, Motive Partners); 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 also featured the firm's traditional client-centric panel discussions and two networking-based social events.
Tiburon CEO Summit XXXVI Keynote Presentation Video
Chip Roame's Tiburon CEO Summit XXXVI Keynote Presentation focused on The Top Seven Wealth & Investment Management (and Related FinTech) Industry Trends & Strategic Activity. The full presentation can be viewed here:
Tiburon CEO Summit XXXVI: Attendee Videos
Tiburon CEO Summit XXXVI videos, short snipets by attendees regarding their experiences in attending the Tiburon CEO Summits, will be posted soon. In the meantime, please enjoy videos from Tiburon CEO Summit XXXV.
Tiburon CEO Summit XXXVI: Photographs
Tiburon CEO Summit XXXVI pictures are available to all attendees and journalists.
Click here to view all photographs from Tiburon CEO Summit XXXVI.
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: