Tiburon CEO Summit XLVIII will begin with a welcome reception on Monday, April 28, 2025, at 5:00pm at the InterContinental Boston Hotel, Boston, MA, continue with the core meeting agenda at 7:45am on Tuesday, April 29, 2025, including a group dinner that night, and will finish at 1:00pm on Wednesday, April 30, 2025.
Meeting Agenda
The planned agenda is as follows:
Monday, April 28, 2025
5:00pm-8:00pm: Welcome Reception Featuring a High-End Bar & Local Specialty Appetizers
- Location: InterContinental Boston Hotel
Tuesday, April 29, 2025
7:00am-7:45am: Breakfast Buffet
- Attendees should feel free to bring breakfast to the opening session
7:45am-8:00am: Tiburon CEO Summit XLVIII Welcome
- Presented by Cheryl Nash, President, APL InvestCloud

Moderator
Cheryl Nash
President,
APL InvestCloud
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8:00am-9:00am: Ask the Clients Panel Discussion
- Facilitated by Olivia Eisinger, Business Head, Advisory, Apex Fintech Solutions
- Clients
- Client 1.
- Client 2.
- Client 3.
- Client 4.
- Client 5.

Facilitator
Olivia Eisinger
Business Head
Advisory
Apex Fintech Solutions
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9:00am-9:15am: Break
9:15am-10:45am: Tiburon CEO Summit XLVIII - Keynote Presentation
- United States of America Wealth & Investment Management (& WealthTech) Key Trends
- Presented by Chip Roame, Managing Partner, Tiburon Strategic Advisors
- Introduced by Cheryl Nash, President, APL InvestCloud

Keynote Presenter
Chip Roame
Managing Partner
Tiburon Strategic Advisors |
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10:45am-11:00am: Break
11:00am-12:20pm: Tiburon Talks: Strategic Views from Wealth & Investment Management Consulting Firms
- Introduced by Craig Wietz, President, First Rate
- Laura Varas, CEO, Hearts & Wallets
- Hugh MacArthur, Chairman, Global Private Equity Practice, Bain & Company
- GV Vincent, Senior Partner, Deloitte Consulting
- Topic: The Digital Wealth Manager of Today
- John Euart, Partner, McKinsey & Company

Introducer
Craig Wietz
President
First Rate
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Speaker
Laura Varas
CEO
Hearts & Wallets
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Speaker
Hugh MacArthur
Chairman
Global Private Equity Practice
Bain & Company
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Speaker
GV Vincent
Senior Partner
Deloitte Consulting
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Speaker
John Euart
Partner
McKinsey & Company
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12:20pm-12:50pm:
Casual Lunch Break
- Please enjoy the provided lunch and/or bring it back to the afternoon sessions, taking the opportunity to network with other attendees during the break
12:50pm-1:30pm: Tiburon Talks: Strategic & Tactical Views from Endowments, Government Officials, & Industry Associations
- Introduced by Jenny Souza, CEO, Emigrant Partners
- Dale Brown, CEO, Financial Services Institute (FSI)
- George Nichols, CEO, The American College

Introducer
Jenny Souza
CEO
Emigrant Partners
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Speaker
Dale Brown
CEO
Financial Services Institute (FSI)
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Speaker
George Nichols
CEO
The American College
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1:30pm-1:45pm: Break
1:45pm-2:30pm: Tiburon CEO Summit Award Recipient Fireside Chat
- Featuring: Peter Mallouk, CEO, Creative Planning
- Facilitated by Chip Roame, Managing Partner, Tiburon Strategic Advisors

Facilitator
Chip Roame
Managing Partner
Tiburon Strategic Advisors |

Tiburon CEO Summit XLVIII Award Recipient
Peter Mallouk
CEO
Creative Planning
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2:30pm-2:45pm: Break
2:45pm-3:45pm: Investment Management Firms CEOs Panel Discussion
- Facilitated by Marc Irizarry, Partner, Republic Capital Group
- Speakers
- Joe Amato, President, Neuberger Berman Group
- Jenny Johnson, CEO, Franklin Resources
- Tom Lee, Co-President, Parametric Portfolio Associates
- Joe Sullivan, CEO, Allspring Global Investments
- Paul Uhlman, President, Federated Securities Corporation

Facilitator
Marc Irizarry
Partner
Republic Capital Group
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Speaker
Joe Amato
President
Neuberger Berman Group
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Speaker
Jenny Johnson
CEO
Franklin Resources
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Speaker
Tom Lee
Co-President
Parametric Portfolio Associates
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Speaker
Joe Sullivan
CEO
Allspring Global Investments
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Speaker
Paul Uhlman
President
Federated Securities Corporation
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3:45pm-4:00pm: Tiburon Impact Adventures
- Speakers
- Scott Hanson, Vice Chairman, Allworth Financial
- Sean Lambert, President, San Diego & Baja, Youth with a Mission
- Craig Wietz, President, First Rate

Speaker
Scott Hanson
Vice Chairman
Allworth Financial
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Speaker
Sean Lambert
President
San Diego & Baja
Youth with a Mission
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Speaker
Craig Wietz
President
First Rate
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4:00pm-4:15pm: Break
4:15pm-4:30pm: Skip & Chip's Excellent Adventures
- Speakers
- Alex Potts, President Emeritus, Buckingham Strategic Partners
- Skip Schweiss, CEO, Sierra Investment Management

Speaker
Alex Potts
President Emeritus
Buckingham Strategic Partners
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Speaker
Skip Schweiss
CEO
Sierra Investment Management
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4:30pm-5:30pm: Wealth Management Firms CEOs Panel Discussion
- Facilitated by Jeff Yabuki, CEO, InvestCloud
- Speakers
- Vaughn Bowman, Business Head, Wealth Management, Mass Mutual Financial Group
- Jeff Dekko, CEO, Wealth Enhancement Group
- Shannon Eusey, CEO, Beacon Pointe Advisors
- Ron Kruszewski, CEO, Stifel Financial Corporation
- Kurt Miscinski, CEO, Cerity Partners
- Michael Nathanson, CEO, Focus Financial Partners
- John Taft, Vice Chairman, Baird

Facilitator
Jeff Yabuki
CEO
InvestCloud
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Speaker
Vaughn Bowman
Business Head
Wealth Management
Mass Mutual Financial Group
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Speaker
Jeff Dekko
CEO
Wealth Enhancement Group
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Speaker
Shannon Eusey
CEO
Beacon Pointe Advisors
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Speaker
Ron Kruszewski
CEO
Stifel Financial Corporation
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Speaker
Kurt Miscinski
CEO
Cerity Partners
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Speaker
Michael Nathanson
CEO
Focus Financial Partners
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Speaker
John Taft
Vice Chairman
Baird
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6:00pm-9:00pm: Tiburon CEO Summit XLVIII Group Dinner
- Location: Chart House Restaurant (60 Long Wharf, Boston, MA 02110)
- 6:00pm-7:00pm: Cocktails & Appetizers
- 7:00pm-9:00pm: Group Dinner
Wednesday, April 30, 2025
7:00am-7:45am: Breakfast Buffet
- Attendees
should feel free to bring breakfast to the CEO Roundtables
8:00am-12:45pm: CEO Roundtable Parallel Tracks
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Track I: Investment Management |
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Track II: Wealth Management |
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Track III: Tactical & Strategic Opportunities |
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i. Comprehensive Financial Planning: Retirement Planning, Retirement Income Planning, Social Security Planning, Tax Planning, Estate Planning, & More |
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i. Leading-Edge Fee-Based Financial Advisors (RIAs), Including Robo Advisors, Hybrid Digital Advice Providers, & Other Leading-Edge B2C Models |
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i. Wealth & Investment Management (Including WealthTech) Venture Capital & Growth Equity Investing and the Pathway to Initial Public Offerings (IPOs) |
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ii. Managed Account Programs & Platforms (TAMPs & Model Marketplaces) |
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ii. Independent Advisor Channels & Break-Away Broker Platforms |
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ii. Wealth Management Firms Mergers & Acquisitions (Including Investment Banks & Private Equity Buyers) and the Pathway to Initial Public Offerings (IPOs) |
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iii. Exchange Traded Funds (ETFs), Personalized (Direct) Indexing, Separately Managed Accounts (SMAs), & Other Innovative Investment Strategies |
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iii. Workplace & Defined Contribution Plans |
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iii. WealthTech Firms Mergers & Acquisitions (Including Investment Banks & Private Equity Buyers) and the Pathway to Initial Public Offerings (IPOs) |
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iv. Alternative Investments |
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iv. Leading-Edge WealthTech Solutions |
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iv. Artificial Intelligence in Wealth Management |
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8:00am-9:00am: CEO Roundtable Discussions
- Track I: Investment Management: Comprehensive Financial Planning: Retirement Planning, Retirement Income Planning, Social Security Planning, Tax Planning, Estate Planning, & More
- Facilitated by Ben Cukier, Partner, Centana Growth Partners
- Speakers
- Eric Housman, President, Fifth Third Wealth Advisors
- Rafael Loureiro, CEO, Wealth.Com
- Gary Pforzheimer, President, Planned Giving, Foundation Source
- Lisa Roberts, Business Head, Wealth Management, Wilmington Trust
- Dave Stone, CEO, RetireOne

Facilitator
Ben Cukier
Partner
Centana Growth Partners
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Speaker
Eric Housman
President
Fifth Third Wealth Advisors
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Speaker
Rafael Loureiro
CEO
Wealth.Com
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Speaker
Gary Pforzheimer
President
Planned Giving
Foundation Source
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Speaker
Lisa Roberts
Business Head
Wealth Management
Wilmington Trust
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Speaker
Dave Stone
CEO
RetireOne
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- Track II: Wealth Management: Leading-Edge Fee-Based Financial Advisors (RIAs), Including Robo Advisors, Hybrid Digital Advice Providers, & Other Leading-Edge B2C Models
- Facilitated by Ben Cruikshank, President, Flourish
- Speakers
- Michael Blaugrund, CEO, DriveWealth Holdings
- Christian Haigh, CEO, Compound Planning
- Brandon Krieg, Co-CEO, Stash Financial
- Sean Wing, CEO, Wing Financial
- Coming Soon

Facilitator
Ben Cruikshank
President
Flourish
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Speaker
Michael Blaugrund
CEO
DriveWealth Holdings
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Speaker
Christian Haigh
CEO
Compound Planning
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Speaker
Brandon Krieg
Co-CEO
Stash Financial
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Speaker
Sean Wing
CEO
Wing Financial
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- Track III: Tactical & Strategic Opportunities: Wealth & Investment Management (Including WealthTech) Venture Capital & Growth Equity Investing and the Pathway to Initial Public Offerings (IPOs)
- Facilitated by Cody Barbo, CEO, Trust & Will
- Speakers
- Rich Grant, Partner, Cerity Partners Ventures
- Atul Kamra, Managing Partner, SixThirty Ventures
- Michael Kopelman, Venture Partner, Armory Square Ventures
- Hasan Malik, Chief Strategy Officer, Edward Jones & Company
- Craig Schedler, Managing Director, Northwestern Mutual Future Ventures

Facilitator
Cody Barbo
CEO
Trust & Will
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Speaker
Rich Grant
Partner
Cerity Partners Ventures
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Speaker
Atul Kamra
Managing Partner
SixThirty Ventures
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Speaker
Michael Kopelman
Venture Partner
Armory Square Ventures
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Speaker
Hasan Malik
Chief Strategy Officer
Edward Jones & Company
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Speaker
Craig Schedler
Managing Director
Northwestern Mutual Future Ventures
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9:00am-9:15am: Break
9:15am-10:15am: CEO Roundtable Discussions
- Track I: Investment Management: Managed Account Programs & Platforms (TAMPs & Model Marketplaces)
- Facilitated by Jon Pincus, CEO, SMArtX Advisory Solutions
- Speakers
- Dave Blair, CEO, Ridgeline
- Mike Blundin, President, Vestmark
- Margaret Hartigan, CEO, Marstone
- Brendan King, CEO, Wavvest
- Chris Momsen, CEO, Summa Financial Technology
- Anton Padmasiri, CEO, WealthOS

Facilitator
Jon Pincus
CEO
SMArtX Advisory Solutions
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Speaker
Dave Blair
CEO
Ridgeline
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Speaker
Mike Blundin
President
Vestmark
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Speaker
Margaret Hartigan
CEO
Marstone
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Speaker
Brendan King
CEO
Wavvest
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Speaker
Chris Momsen
CEO
Summa Financial Technology
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Speaker
Anton Padmasiri
CEO
WealthOS
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- Track II: Wealth Management: Independent Advisor Channels & Break-Away Broker Platforms
- Facilitated by David Lau, CEO, DPL Financial Partners
- Speakers
- Jim Dickson, CEO, Elevation Point
- Brian Kovack, CEO, Kovack Securities
- Nate Lenz, CEO, Concurrent
- Jason Wenk, CEO, Altruist
- Coming Soon

Facilitator
David Lau
CEO
DPL Financial Partners
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Speaker
Jim Dickson
CEO
Elevation Point
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Speaker
Brian Kovack
CEO
Kovack Securities
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Speaker
Nate Lenz
CEO
Concurrent
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Speaker
Jason Wenk
CEO
Altruist
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- Track III: Tactical & Strategic Opportunities: Wealth Management Firms Mergers & Acquisitions (Including Investment Banks & Private Equity Buyers) and the Pathway to Initial Public Offerings (IPOs)
- Facilitated by John Langston, CEO, Republic Capital Group
- Speakers
- Brent Brodeski, CEO, Savant Capital
- John Furey, Managing Partner, Advisor Growth Strategies
- Bomy Hagopian, Partner, Wealth Management Advisory, Berkshire Global Advisors
- Karl Heckenberg, CEO, Constellation Wealth Capital
- Robert Roberts, Managing Director, New Mountain Capital
- Ken Stern, CEO, Lido Advisors

Facilitator
John Langston
CEO
Republic Capital Group
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Speaker
Brent Brodeski
CEO
Savant Capital
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Speaker
John Furey
Managing Partner
Advisor Growth Strategies
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Speaker
Bomy Hagopian
Partner
Wealth Management Advisory
Berkshire Global Advisors
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Speaker
Karl Heckenberg
CEO
Constellation Wealth Capital
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Speaker
Robert Roberts
Managing Director
New Mountain Capital
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Speaker
Ken Stern
CEO
Lido Advisors
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10:15am-10:30am: Break
10:30am-11:30am: CEO Roundtable Discussions
- Track I: Investment Management: Exchange Traded Funds (ETFs), Personalized (Direct) Indexing, Separately Managed Accounts (SMAs), & Other Innovative Investment Strategies
- Facilitated by Jerry Michael, President, Smartleaf
- Speakers
- Bobby Barnes, Business Head, Quantitative Index Solutions, Fidelity Investments
- Dan Fuss, Vice Chairman, Loomis, Sayles, & Company
- Matt Kadnar, Partner, Grantham, Mayo, & Van Otterloo (GMO)
- Stuart Parker, CEO, PGIM Investments
- Jean-Roch Sibille, CEO, Allianz Investment Management United States
- Ross Znavor, President, Vise Technologies

Facilitator
Jerry Michael
President
Smartleaf
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Speaker
Bobby Barnes
Business Head
Quantitative Index Solutions
Fidelity Investments
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Speaker
Dan Fuss
Vice Chairman
Loomis, Sayles, & Company
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Speaker
Matt Kadnar
Partner
Grantham, Mayo, & Van Otterloo (GMO)
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Speaker
Stuart Parker
CEO
PGIM Investments
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Speaker
Jean-Roch Sibille
CEO
Allianz Investment Management United States
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Speaker
Ross Znavor
President
Vise Technologies
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- Track II: Wealth Management: Workplace & Defined Contribution Plans
- Facilitated by Terri Fiedler, President, Retirement Services, Corebridge Financial
- Speakers
- Nick Good, President, Ascensus
- Brian McDonald, Managing Director, Direct & Institutional Businesses, Morgan Stanley
- Mike Norman, President, Galliard Capital Management
- Spencer Williams, CEO, Retirement Clearinghouse
- Coming Soon

Facilitator
Terri Fiedler
President
Retirement Services
Corebridge Financial
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Speaker
Nick Good
President
Ascensus
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Speaker
Brian McDonald
Managing Director
Direct & Institutional Businesses
Morgan Stanley
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Speaker
Mike Norman
President
Galliard Capital Management
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Speaker
Spencer Williams
CEO
Retirement Clearinghouse
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Speaker
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- Track III: Tactical & Strategic Opportunities: WealthTech Firms Mergers & Acquisitions (Including Investment Banks & Private Equity Buyers) and the Pathway to Initial Public Offerings (IPOs)
- Facilitated by Cheryl Nash, President, APL InvestCloud
- Speakers
- Heather Bellini, President, InvestCloud
- Pat Fels, Co-Business Head, Global Financial Institutions Group, Investment Banking, The Goldman Sachs Group
- Lori Hardwick, Senior Strategic Advisor, Genstar Capital
- Colin Motley, Managing Director, Bain Capital Private Equity
- John Plansky, Business Head, State Street Alpha

Facilitator
Cheryl Nash
President
APL InvestCloud
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Speaker
Heather Bellini
President
InvestCloud
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Speaker
Pat Fels
Co-Business Head
Global Financial Institutions Group
Investment Banking
The Goldman Sachs Group
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Speaker
Lori Hardwick
Senior Strategic Advisor
Genstar Capital
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Speaker
Colin Motley
Managing Director
Bain Capital Private Equity
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Speaker
John Plansky
Business Head
State Street Alpha
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11:30am-11:45am: Break
11:45am-12:45pm: CEO Roundtable Discussions
- Track I: Investment Management: Alternative Investments
- Facilitated by Rob Klapprodt, Chief Strategy Officer, Vestmark
- Speakers
- Tim Bonacci, CEO, Luma Financial Technologies
- Ric Edelman, CEO, Digital Assets Council of Financial Professionals
- Ryan Eisenman, CEO, Arch
- Rafay Farooqui, CEO, SUBSCRIBE
- Steven Feldman, CEO, GBI
- Mark Patricof, CEO, Patricof Company

Facilitator
Rob Klapprodt
Chief Strategy Officer
Vestmark
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Speaker
Tim Bonacci
CEO
Luma Financial Technologies
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Speaker
Ric Edelman
CEO
Digital Assets Council of Financial Professionals
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Speaker
Ryan Eisenman
CEO
Arch
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Speaker
Rafay Farooqui
CEO
SUBSCRIBE
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Speaker
Steven Feldman
CEO
GBI
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Speaker
Mark Patricof
CEO
Patricof Company
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- Track II: Wealth Management: Leading-Edge WealthTech Solutions
- Facilitated by Connor Coughlin, Chief Commercial Officer, Apex Fintech Solutions
- Speakers
- Bob Clare, CEO, FiSpoke
- Aaron Klein, Founder, Nitrogen
- Mike Lecours, Co-Founder, fpPathfinder
- Daniel Satchkov, President, RiXtrema
- Marwa Zakharia, CEO, AssetBook

Facilitator
Connor Coughlin
Chief Commercial Officer
Apex Fintech Solutions
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Speaker
Bob Clare
CEO
FiSpoke
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Speaker
Aaron Klein
Founder
Nitrogen
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Speaker
Mike Lecours
Co-Founder
fpPathfinder
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Speaker
Daniel Satchkov
President
RiXtrema
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Speaker
Marwa Zakharia
CEO
AssetBook
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- Track III: Tactical & Strategic Opportunities: Artificial Intelligence in Wealth Management
- Facilitated by Siddhartha Oza, Co-CEO, SoraFinance
- Speakers
- Mark Casady, Partner, Vestigo Ventures
- Praveen Ghanta, CEO, Fraction.Work
- Era Jain, CEO, Zeplyn.ai
- Jud Mackrill, Co-Founder, Milemarker
- Damian Scavo, CEO, Streetbeat

Facilitator
Siddhartha Oza
Co-CEO
SoraFinance
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Speaker
Mark Casady
Partner
Vestigo Ventures
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Speaker
Praveen Ghanta
CEO
Fraction.Work
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Speaker
Era Jain
CEO
Zeplyn.ai
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Speaker
Jud Mackrill
Co-Founder
Milemarker
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Speaker
Damian Scavo
CEO
Streetbeat
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12:45pm-1:00pm: Tiburon CEO Summit XLVIII Closing Networking Opportunity
1:00pm: Conclusion
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