Tiburon CEO Summit XLVIII - Meeting Agenda


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

 

 

 

 

8:00am-9:00am: Ask the Clients Panel Discussion

  • Facilitated by Olivia Eisinger, Business Head, Advisory, Apex Fintech Solutions
  • Clients
    • Frazer A.
    • Jack C.
    • Deeksha J.
    • Gary M.
    • Lisa S.
    • Aron Z.

Facilitator
Olivia Eisinger
Business Head
Advisory
Apex Fintech Solutions





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





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
  • John Euart, Partner, McKinsey & Company
    • Topic: Perspectives on Key Wealth Management Trends
  • Laura Varas, CEO, Hearts & Wallets
    • Topic: Go-to-Market Strategies & Execution
  • GV Vincent, Senior Partner, Deloitte Consulting
    • Topic: Winning in the E2E Digital Transformation of Wealth Management
  • Hugh MacArthur, Chairman, Global Private Equity Practice, Bain & Company
    • Topic: Challenges in Alternative Investments

Introducer
Craig Wietz
President
First Rate

Speaker
John Euart
Partner
McKinsey & Company

Speaker
Laura Varas
CEO
Hearts & Wallets

Speaker
GV Vincent
Senior Partner
Deloitte Consulting

Speaker
Hugh MacArthur
Chairman
Global Private Equity Practice
Bain & Company

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 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: The Cliff and the Climb: Meeting the Urgent Need to Grow the Profession

Introducer
Jenny Souza
CEO
Emigrant Partners

Speaker
Dale Brown
CEO
Financial Services Institute (FSI)

Speaker
George Nichols
CEO
The American College

 

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

 

 


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
    • 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

Speaker
Joe Amato
President
Neuberger Berman Group

Speaker
Tom Lee
Co-President
Parametric Portfolio Associates

Speaker
Joe Sullivan
CEO
Allspring Global Investments

Speaker
Paul Uhlman
President
Federated Securities Corporation

3:45pm-4:00pm: Tiburon Impact Adventures

  • Speakers
    • Sean Lambert, President, San Diego & Baja, Youth with a Mission
    • Rob Madej, CEO, PureFacts Financial Solutions
    • Craig Wietz, President, First Rate

Speaker
Sean Lambert
President
San Diego & Baja
Youth with a Mission

Speaker
Rob Madej
CEO
PureFacts Financial Solutions

Speaker
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

Speaker
Alex Potts
President Emeritus
Buckingham Strategic Partners

Speaker
Skip Schweiss
CEO
Sierra Investment Management

 

 


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

  • Facilitated by Jeff Yabuki, CEO, InvestCloud
  • Speakers
    • Vaughn Bowman, CEO, MML Investors Services, MassMutual
    • Jeff Dekko, CEO, Wealth Enhancement Group
    • Shannon Eusey, CEO, Beacon Pointe Advisors
    • Kurt Miscinski, CEO, Cerity Partners
    • Michael Nathanson, CEO, Focus Financial Partners

Facilitator
Jeff Yabuki
CEO
InvestCloud

Speaker
Vaughn Bowman
CEO
MML Investors Services
MassMutual

Speaker
Jeff Dekko
CEO
Wealth Enhancement Group

Speaker
Shannon Eusey
CEO
Beacon Pointe Advisors

Speaker
Kurt Miscinski
CEO
Cerity Partners

Speaker
Michael Nathanson
CEO
Focus Financial Partners

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

Track I:
Investment Management
Track II:
Wealth Management
Track III:
Tactical & Strategic Opportunities

i. Comprehensive Financial Planning: Retirement Planning, Retirement Income Planning, Social Security Planning, Tax Planning, Estate Planning, & More

i. Leading-Edge Fee-Based Financial Advisors (RIAs), Including Robo Advisors, Hybrid Digital Advice Providers, & Other Leading-Edge B2C Models

i. Wealth & Investment Management (Including WealthTech) Venture Capital & Growth Equity Investing and the Pathway to Initial Public Offerings (IPOs)

ii. Managed Account Programs & Platforms (TAMPs & Model Marketplaces)

ii. Independent Advisor Channels & Break-Away Broker Platforms

ii. Wealth Management Firms Mergers & Acquisitions (Including Investment Banks & Private Equity Buyers) and the Pathway to Initial Public Offerings (IPOs)

iii. Exchange Traded Funds (ETFs), Personalized (Direct) Indexing, Separately Managed Accounts (SMAs), & Other Innovative Investment Strategies

iii. Workplace & Defined Contribution Plans

iii. WealthTech Firms Mergers & Acquisitions (Including Investment Banks & Private Equity Buyers) and the Pathway to Initial Public Offerings (IPOs)

iv. Alternative Investments

iv. Leading-Edge WealthTech Solutions

iv. Artificial Intelligence in Wealth Management

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 Tom Smith, Chief Growth Officer, DPL Financial Partners
    • Speakers
      • Robbie Heeger, CEO, Endaoment
      • 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
    Tom Smith
    Chief Growth Officer
    DPL Financial Partners

    Speaker
    Robbie Heeger
    CEO
    Endaoment

    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
      • Kerim Derhalli, CEO, Invstr
      • Brandon Krieg, Co-CEO, Stash Financial
      • Sam Lewis, CEO, Fruitful
      • Sean Wing, CEO, Wing Financial

    Facilitator
    Ben Cruikshank
    President
    Flourish

    Speaker
    Michael Blaugrund
    CEO
    DriveWealth Holdings

    Speaker
    Kerim Derhalli
    CEO
    Invstr

    Speaker
    Brandon Krieg
    Co-CEO
    Stash Financial

    Speaker
    Sam Lewis
    CEO
    Fruitful

    Speaker
    Sean Wing
    CEO
    Wing Financial

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

    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
    Hasan Malik
    Chief Strategy Officer
    Edward Jones

    Speaker
    Craig Schedler
    Managing Director
    Northwestern Mutual Future Ventures

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 Aaron Wormus, Chief Technology Officer, SMArtX Advisory Solutions
    • Speakers
      • Mike Blundin, President, Vestmark
      • Chris Momsen, CEO, Summa Financial Technology
      • Anton Padmasiri, CEO, WealthOS
      • Jon Pincus, CEO, SMArtX Advisory Solutions
      • Chris Todd, CEO, Envestnet

    Facilitator
    Aaron Wormus
    Chief Technology Officer
    SMArtX Advisory Solutions

    Speaker
    Mike Blundin
    President
    Vestmark

    Speaker
    Chris Momsen
    CEO
    Summa Financial Technology

    Speaker
    Anton Padmasiri
    CEO
    WealthOS

    Speaker
    Jon Pincus
    CEO
    SMArtX Advisory Solutions

    Speaker
    Chris Todd
    CEO
    Envestnet

  • Track II: Wealth Management: Independent Advisor Channels & Break-Away Broker Platforms
    • Facilitated by Heather Rosato, Chief Marketing Officer, DPL Financial Partners
    • Speakers
      • Jim Dickson, CEO, Elevation Point
      • Brian Kovack, CEO, Kovack Securities
      • Nate Lenz, CEO, Concurrent
      • Bill Morrissey, President, Atria Wealth Solutions
      • Jason Wenk, CEO, Altruist

    Facilitator
    Heather Rosato
    Chief Marketing Officer
    DPL Financial Partners

    Speaker
    Jim Dickson
    CEO
    Elevation Point

    Speaker
    Brian Kovack
    CEO
    Kovack Securities

    Speaker
    Nate Lenz
    CEO
    Concurrent

    Speaker
    Bill Morrissey
    President
    Atria Wealth Solutions

    Speaker
    Jason Wenk
    CEO
    Altruist

  • 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
      • Robert Roberts, Managing Director, New Mountain Capital
      • Ken Stern, President, 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
    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 Terri Fiedler, President, Retirement Services, Corebridge Financial
    • Speakers
      • Scott David, CEO, Fiduciary Services Group
      • Dan Doonan, Executive Director, National Institute on Retirement Security
      • Nick Good, President, Ascensus
      • Mike Norman, President, Galliard Capital Management
      • Spencer Williams, CEO, Retirement Clearinghouse

    Facilitator
    Terri Fiedler
    President
    Retirement Services
    Corebridge Financial

    Speaker
    Scott David
    CEO
    Fiduciary Services Group

    Speaker
    Dan Doonan
    Executive Director
    National Institute on Retirement Security

    Speaker
    Nick Good
    President
    Ascensus

    Speaker
    Mike Norman
    President
    Galliard Capital Management

    Speaker
    Spencer Williams
    CEO
    Retirement Clearinghouse

  • 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
      • Lori Hardwick, Senior Strategic Advisor, Genstar Capital
      • Colin Motley, Partner, Bain Capital Private Equity
      • John Plansky, Business Head, State Street Wealth Services
      • Pete VanDeventer, Managing Director, The Goldman Sachs Group

    Facilitator
    Cheryl Nash
    President
    APL InvestCloud

    Speaker
    Heather Bellini
    President
    InvestCloud

    Speaker
    Lori Hardwick
    Senior Strategic Advisor
    Genstar Capital

    Speaker
    Colin Motley
    Partner
    Bain Capital Private Equity

    Speaker
    John Plansky
    Business Head
    State Street Wealth Services

    Speaker
    Pete VanDeventer
    Managing Director
    The Goldman Sachs Group

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
      • Mark Friedenthal, CEO, Tolerisk
      • Brendan King, CEO, Wavvest
      • Mike Lecours, Co-Founder, fpPathfinder
      • Dan Zitting, CEO, Nitrogen

    Facilitator
    Connor Coughlin
    Chief Commercial Officer
    Apex Fintech Solutions

    Speaker
    Bob Clare
    CEO
    FiSpoke

    Speaker
    Mark Friedenthal
    CEO
    Tolerisk

    Speaker
    Brendan King
    CEO
    Wavvest

    Speaker
    Mike Lecours
    Co-Founder
    fpPathfinder

    Speaker
    Dan Zitting
    CEO
    Nitrogen

  • Track III: Tactical & Strategic Opportunities: Artificial Intelligence in Wealth Management
    • Facilitated by Siddhartha Oza, Co-CEO, SoraFinance
    • Speakers
      • Dave Blair, CEO, Ridgeline
      • 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
    Dave Blair
    CEO
    Ridgeline

    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

 

 

© 2025 Tiburon Strategic Advisors