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.

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

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
  • Topic: Coming Soon
• Hugh MacArthur, Chairman, Global Private Equity Practice, Bain & Company
  • Topic: Coming Soon
• GV Vincent, Senior Partner, Deloitte Consulting
  • Topic: The Digital Wealth Manager of Today
• Speaker: Coming Soon
  • Topic: Coming Soon

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)
  • Topic: Coming Soon
• George Nichols, CEO, The American College
  • Topic: Coming Soon

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
  

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
  

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
  

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
  

4:30pm-5:30pm: Wealth Management Firms CEOs Panel Discussion

• Facilitated by Kapin Vora, President, Digital Wealth, North America, 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
  

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

• Attendees should feel free to bring breakfast to the CEO Roundtables

8:00am-12:45pm: CEO Roundtable Parallel Tracks

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

Speaker Eric Housman President Fifth Third Wealth Advisors

Speaker Rafael Loureiro CEO Wealth.Com

Speaker Gary Pforzheimer President Planned Giving Foundation Source

Speaker Lisa Roberts Business Head Wealth Management Wilmington Trust

Speaker Dave Stone CEO RetireOne

• 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

Speaker Michael Blaugrund CEO DriveWealth Holdings

Speaker Christian Haigh CEO Compound Planning

Speaker Brandon Krieg Co-CEO Stash Financial

Speaker Sean Wing CEO Wing Financial

Speaker

• 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
  
• Craig Schedler, Managing Director, Northwestern Mutual Future Ventures
  
• Coming Soon
  



Facilitator Cody Barbo CEO Trust & Will

Speaker Rich Grant Partner Cerity Partners Ventures

Speaker Atul Kamra Managing Partner SixThirty Ventures

Speaker Michael Kopelman Venture Partner Armory Square Ventures

Speaker Craig Schedler Managing Director Northwestern Mutual Future Ventures

Speaker

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

Speaker Dave Blair CEO Ridgeline

Speaker Mike Blundin President Vestmark

Speaker Margaret Hartigan CEO Marstone

Speaker Brendan King CEO Wavvest

Speaker Chris Momsen CEO Summa Financial Technology

Speaker Anton Padmasiri CEO WealthOS

• 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
  
• Coming Soon
  
• Coming Soon
  



Facilitator David Lau CEO DPL Financial Partners

Speaker Jim Dickson CEO Elevation Point

Speaker Brian Kovack CEO Kovack Securities

Speaker Nate Lenz CEO Concurrent

Speaker

Speaker

• 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

Speaker Brent Brodeski CEO Savant Capital

Speaker John Furey Managing Partner Advisor Growth Strategies

Speaker Bomy Hagopian Partner Wealth Management Advisory Berkshire Global Advisors

Speaker Karl Heckenberg CEO Constellation Wealth Capital

Speaker Robert Roberts Managing Director New Mountain Capital

Speaker Ken Stern CEO Lido Advisors

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

Speaker Bobby Barnes Business Head Quantitative Index Solutions Fidelity Investments

Speaker Dan Fuss Vice Chairman Loomis, Sayles, & Company

Speaker Matt Kadnar Partner Grantham, Mayo, & Van Otterloo (GMO)

Speaker Stuart Parker CEO PGIM Investments

Speaker Jean-Roch Sibille CEO Allianz Investment Management United States

Speaker Ross Znavor President Vise Technologies

• Track II: Wealth Management: Workplace & Defined Contribution Plans
  
• Facilitated by Coming Soon
• 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

Speaker Nick Good President Ascensus

Speaker Brian McDonald Managing Director Direct & Institutional Businesses Morgan Stanley

Speaker Mike Norman President Galliard Capital Management

Speaker Spencer Williams CEO Retirement Clearinghouse

Speaker

• 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
• Lori Hardwick, Senior Strategic Advisor, Genstar Capital
  
• Colin Motley, Managing Director, Bain Capital Private Equity
  
• John Plansky, Business Head, State Street Alpha
  
• Coming Soon
  
• Coming Soon
  



Facilitator Cheryl Nash President APL InvestCloud

Speaker Lori Hardwick Senior Strategic Advisor Genstar Capital

Speaker Colin Motley Managing Director Bain Capital Private Equity

Speaker John Plansky Business Head State Street Alpha

Speaker

Speaker

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

Speaker Tim Bonacci CEO Luma Financial Technologies

Speaker Ric Edelman CEO Digital Assets Council of Financial Professionals

Speaker Ryan Eisenman CEO Arch

Speaker Rafay Farooqui CEO SUBSCRIBE

Speaker Steven Feldman CEO GBI

Speaker Mark Patricof CEO Patricof Company

• 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

Speaker Bob Clare CEO FiSpoke

Speaker Aaron Klein Founder Nitrogen

Speaker Mike Lecours Co-Founder fpPathfinder

Speaker Daniel Satchkov President RiXtrema

Speaker Marwa Zakharia CEO AssetBook

• 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

Speaker Mark Casady Partner Vestigo Ventures

Speaker Praveen Ghanta CEO Fraction.Work

Speaker Era Jain CEO Zeplyn.ai

Speaker Jud Mackrill Co-Founder Milemarker

Speaker Damian Scavo CEO Streetbeat

12:45pm-1:00pm: Tiburon CEO Summit XLVIII Closing Networking Opportunity

1:00pm: Conclusion