Tiburon CEO Summits

Register Tiburon hosts its unique semi-annual Tiburon CEO Summits for its executive-level clients. Tiburon CEO Summit XLIII will be held November 7-9, 2022 at the Four Seasons Hotel Chicago. 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 XLII was held May 2-4, 2022 at the Four Seasons Hotel Boston; 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 XLIII: November 7-9, 2022

Tiburon CEO Summit XLIII will be held November 7-9, 2022 at the Four Seasons Hotel Chicago. Tiburon CEO Summit XLIII will officially start at 7:45am on Tuesday, November 8, 2022, include a group dinner that night, and finish at 1:00pm on Wednesday, November 9, 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 XLIII will include 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); Geof Brown (CEO, National Association of Personal Financial Advisors (NAPFA)); 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); Gene Farrell (CEO, Vanilla); Don Friedman (President, Digital Assets Council of Financial Professionals (DACFP)); 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)); Matt Kolesky (President, Arbor Capital); Christian Kronseder (CEO, ALLINDEX); Tony Leal (President, Envestnet MoneyGuide); Randy Long (Managing Principal, SageView Advisory Group); 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); 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); Heather Redman (Managing Partner, Flying Fish Partners); Kevin Reed (President, Private Client Group, Janney Montgomery Scott); 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); Michael Sidgmore (Partner, Broadhaven Ventures); Ainslie Simmonds (President, PershingX); Avy Stein (Co-Chairman, Cresset Family Office, Cresset Wealth Advisors); Jonathan Thomas (CEO, American Century Investments); Shundrawn Thomas (Former CEO, Northern Trust Asset Management); Neil Turner (CEO, NewEdge Advisors); Ben Upward (Partner, COSIMO Ventures); Petal Walker (Managing Director, Deloitte Consulting); 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 will also feature the firm's traditional client-centric panel discussions and two networking-based social events.

Tiburon CEO Summit XLII: May 2-4, 2022

Tiburon CEO Summit XLII was held May 2-4, 2022 at the Four Seasons Hotel Boston. Tiburon CEO Summit XLII officially started at 7:45am on Tuesday, May 3, 2022, included a group dinner that night, and finished at 1:00pm on Wednesday, May 4, 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 XLII included 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); Sasank Chary (Managing Director, Financial Services, KKR); Bill Crager (CEO, Envestnet); Alex D'Amico (Partner, McKinsey & Company); Tom Davis (Partner, Centana Growth Partners); Lisa Dolly (CEO, LD Executive Services); Mike Durbin (President, Fidelity Institutional); 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); 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); Martin Whittaker (CEO, JUST Capital); Rick Wurster (President, The Charles Schwab Corporation); Vadim Zlotnikov (President, Fidelity Institutional Asset Management); & others. Tiburon CEO Summit XLII also featured the firm's traditional client-centric panel discussions and two networking-based social events.

Tiburon CEO Summit XLII Keynote Presentation Webinar

Chip Roame's Tiburon CEO Summit XLII Keynote Presentation focused on Five Key Wealth & Investment Management Industry Trends, Including the Growing Wealth Management & WealthTech Mergers & Acquisitions Trends, and the Coming Initial Public Offerings (IPOs) Waves. 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 XLII: 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 XLII photo gallery coming soon!

Future Tiburon CEO Summits

Other upcoming Tiburon CEO Summit dates include:

  • Tiburon CEO Summit XLIV: May 1-3, 2023 in Boston, MA
    • Speakers confirmed:
      • Bill McNabb (Former CEO, The Vanguard Group)
      • Kristen Bauer (CEO, Laird Norton Wealth Management)
      • Marty Bicknell (CEO, Mariner Wealth Advisors)
      • Josh Brown (CEO, Ritholtz Wealth Management)
      • Joel Bruckenstein (Publisher, Technology Tools for Today)
      • Julia Carlson (CEO, Financial Freedom Wealth Management Group)
      • Ron Carson (CEO, Carson Group)
      • Kevin Cimring (CEO, Paperwork)
      • Joe Duran (CEO, Goldman Sachs Personal Financial Management)
      • Tash Elwyn (CEO, Raymond James & Associates)
      • Chuck Failla (CEO, Sovereign Financial Group)
      • Kevin Fitzwilson (Managing Partner, Coldstream Holdings)
      • Hans Morris (Managing Partner, Nyca Partners)
      • Tom Naratil (Former President, Americas, UBS)
      • Neil Pardasani (Senior Partner, Boston Consulting Group)
      • Mario Ramos (CEO, Adviser Investments)
      • Karin Risi (Managing Director, Strategy, Product, Marketing, & Communications, The Vanguard Group)
      • John Rooney (Managing Principal, San Diego, Commonwealth Financial Network)
      • Dan Rosen (General Partner, Commerce Ventures)
      • Shannon Spotswood (President, RFG Advisory)
      • Dave Welling (CEO, Mercer Advisors)
  • Tiburon CEO Summit XLV: November 6-8, 2023 in San Francisco, CA
    • Speakers confirmed:
      • Matt Regan (President, Wealthcare Capital Management)
      • Teri Shepherd (President, Carson Group)
  • Tiburon CEO Summit XLVI: April 15-17, 2024 in Boston, MA
  • Tiburon CEO Summit XLVII: November 4-6, 2024 in San Francisco, CA
  • Tiburon CEO Summit XLVIII: April 14-16, 2025 in Boston, MA
  • Tiburon CEO Summit XLIX: November 3-5, 2025 in San Francisco, CA