Tiburon CEO Summits

Register Tiburon hosts its unique semi-annual Tiburon CEO Summits for its executive-level clients. Tiburon CEO Summit XXXVIII will be held April 6-8, 2020 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 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 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 XXXVIII: April 6-8, 2020

Tiburon CEO Summit XXXVIII will be held April 6-8, 2020 at The Wagner at the Battery Hotel (FKA The Ritz Carlton Hotel) in New York, NY. Tiburon CEO Summit XXXVIII will officially start at 7:45am on Tuesday, April 7, 2020, include a group dinner that night, and finish at 2:00pm on Wednesday, April 8, 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 XXXVIII will include speakers Rob Arnott (Chairman, Research Affiliates), Karen Barr (CEO, Investment Adviser Association (IAA)), Geof Brown (CEO, National Association of Personal Financial Advisors (NAPFA)), Ric Edelman (Executive Chairman, Edelman Financial Engines), Ken Feinberg (Managing Partner, The Law Offices of Kenneth Feinberg), Jim Gold (CEO, Steward Partners Global Advisory), Robert Merton (Professor, Sloan School of Management), Fielding Miller (CEO, Cap Trust Financial Advisors), Joe Moglia (Chairman, TD Ameritrade), Eduardo Repetto (Chief Investment Officer, Avantis Investors), Bonnie Sewell (CEO, American Capital Planning), Cyrus Taraporevala (CEO, State Street Global Advisors), Sean Walters (CEO, Investments & Wealth Institute (IMCA)), Matt Witkos (President, Eaton Vance Distributors); & others. Tiburon CEO Summit XXXVIII 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, 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 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 XXXIX: October 12-14, 2020 in San Francisco, CA
    • Speakers confirmed:
      • Ori Brafman (Lecturer, University of California at Berkeley)
      • Eric Colson (CEO, Artisan Partners)
      • Philip Palaveev (CEO, The Ensemble Management Institute)
      • John Rooney (Managing Principal, Commonwealth Financial Network)
      • Andy Saperstein (Co-CEO, Global Wealth Management, Morgan Stanley)
  • Tiburon CEO Summit XL: April 12-14, 2021 in New York, NY
  • 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 Summits Award Recipients

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:

  • Focusing on Consumer (and Other Client) Needs: Tiburon has long been known for promoting the importance of staying close to (and listening to) clients and focusing on clients' needs, arguing that the financial services industry conducts too little consumer research, opting to design products before listening to consumers. To foster such a focus at the Tiburon CEO Summits, Tiburon starts every Tiburon CEO Summit with a review of consumer wealth & sentiments and many Tiburon CEO Summits have included three related panel discussions representing three levels of clients; these include the Ask the Consumers, Ask the Advisors, & Ask the Gatekeepers panels, all of which allow direct open dialog with industry clients
  • Challenging Conventional Industry Wisdom (Innovation): Tiburon has long perceived certain segments of the financial services industry to be caught up in group think and the firm has become known for challenging conventional industry wisdom. Tiburon's Managing Partner Chip Roame does this through research and sharing factual data that often calls into question commonly perceived industry truths. Tiburon welcomes and encourages this critical thinking as part of its Tiburon CEO Summits. Furthermore, Tiburon is most often engaged in moving beyond factual data to help its clients develop innovative business strategies. In this light, Tiburon appreciates the innovators in the industry and seeks to recognize them, whether they are executives within large financial services firms or entrepreneurs leading smaller firms
  • Taking Responsibility: Tiburon appreciates industry executives who make time to address consumers' savings needs and industry development beyond their own businesses and sees such responsibility and participation as both integral to consumers' success and the industry's success. Tiburon applies this thinking at its own Tiburon CEO Summits by requiring participation; all attendees are asked to participate in presenting and/or serving as panelists in an attempt to create open communications and wide-ranging debate. All attendees are also asked to complete feedback forms and nominate future award recipients & guest speakers

Past & upcoming Tiburon CEO Summit award recipients have included:

 

  • Rob Arnott (CEO, Research Affiliates)
  • Walt Bettinger (CEO, The Charles Schwab Corporation)
  • John Bogle (Founder, The Vanguard Group)
  • David Booth (Co-CEO, Dimensional Fund Advisors)
  • Mark Casady (CEO, LPL Financial Holdings)
  • Ken Fisher (CEO, Fisher Investments)
  • Bill Hambrecht (CEO, WR Hambrecht & Company)
  • Ned Johnson (CEO, Fidelity Investments)
  • Joe Mansueto (Executive Chairman, Morningstar)

 

  • Harry Markowitz (President, Harry Markowitz Associates & Nobel Prize Winner in Economics)
  • Bill McNabb (Chairman, The Vanguard Group)
  • Don Phillips (President, Fund Research, Morningstar)
  • Bob Reynolds (CEO, Putnam Investments)
  • Charles Schwab (Chairman, The Charles Schwab Corporation)
  • Bill Sharpe (Professor Emeritus, Stanford University & Nobel Prize Winner in Economics)
  • Al West (CEO, SEI Investments)

 

 

 

 

 

 

 

 

 

Tiburon CEO Summit XXI
Award Recipient
Rob Arnott
(CEO, Research Affiliates)

 

Tiburon CEO Summit XXIII
Award Recipient
Walt Bettinger
(CEO, The Charles Schwab Corporation)

 

 

 

Tiburon CEO Summit XX
Award Recipient
John Bogle
(Founder, The Vanguard Group)

 

Tiburon CEO Summit XXII
Award Recipient

David Booth
(Co-CEO, Dimensional Fund Advisors)

 

Tiburon CEO Summit XX
Award Recipient

Mark Casady
(CEO, LPL Financial Holdings)

 

Tiburon CEO Summit XVII
Award Recipient
Ken Fisher 
(CEO, Fisher Investments)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Tiburon CEO Summit XXI
Award Recipient
Bill Hambrecht 
(CEO, WR Hambrecht & Company)

 

Tiburon CEO Summit XXIV
Award Recipient
Ned Johnson
(CEO, Fidelity Investments)

 

 

Tiburon CEO Summit XIX
Award Recipient
Joe Mansueto 
(Executive Chairman, Morningstar)

 

Tiburon CEO Summit XXIII
Award Recipient
Harry Markowitz 
(President, Harry Markowitz Associates & Nobel Prize Winner in Economics)

 

Tiburon CEO Summit XXXIV
Award Recipient
Bill McNabb
(Chairman, The Vanguard Group)

 

Tiburon CEO Summit XIX
Award Recipient
Don Phillips
(President, Fund Research, Morningstar)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Tiburon CEO Summit XXII
Award Recipient

Bob Reynolds
(CEO, Putnam Investments)

 

 

 

 

Tiburon CEO Summit XVII
Award Recipient
Charles Schwab (Chairman, The Charles Schwab Corporation)

 

 

Tiburon CEO Summit XXI
Award Recipient
Bill Sharpe
(Professor Emeritus, Stanford University & Nobel Prize Winner in Economics)

 

 

Tiburon CEO Summit XXII
Award Recipient
Al West
(CEO, SEI Investments)

 

Tiburon CEO Summit
Award Recipient
Coming Soon

 

Tiburon CEO Summit
Award Recipient
Coming Soon