Tiburon CEO Summit L  •  Meeting Agenda

Tiburon CEO Summit L
Meeting Agenda


  April 20–22, 2026   San Francisco Palace Hotel, San Francisco, CA   Tiburon CEO Summit L
Monday April 20, 2026 — Welcome Evening
5:00pm
7:00pm
Welcome Reception
Welcome Reception Featuring a High-End Bar & Local Specialty Appetizers
  • Location: San Francisco Palace Hotel, San Francisco, CA
Tuesday April 21, 2026 — Full Day of Sessions
7:00am
7:45am
Breakfast Buffet — Attendees may bring breakfast to the opening session
7:45am
8:00am
Welcome
Tiburon CEO Summit L Welcome
Olivia Eisinger
Moderator
Olivia Eisinger
Business Head
Advisory
Apex Fintech Solutions
8:00am
9:00am
Panel Discussion
Ask the Clients Panel Discussion
  • Clients: William T., Steve C., Aviva C., Ruojuan Y., Client #5, Client #6
Mark Bruno
Facilitator
Mark Bruno
Managing Director
Emigrant Partners
9:00am
9:15am
Break
9:15am
10:20am
Keynote Presentation
Tiburon CEO Summit L — Keynote Presentation
  • United States of America Wealth & Investment Management (& WealthTech) Key Trends
Chip Roame
Keynote Presenter
Chip Roame
Managing Partner
Tiburon Strategic Advisors
10:20am
10:35am
Break
10:35am
12:15pm
Tiburon Talks
Tiburon Talks: Strategic Views from Wealth & Investment Management Consulting Firms
Craig Wietz
Introducer
Craig Wietz
President
First Rate
Presenting Together
Vlad Golyk
Speaker
Vlad Golyk
Partner
McKinsey & Company
Jill Zucker
Speaker
Jill Zucker
Senior Partner
McKinsey & Company
Justin Miller
Speaker
Justin Miller
Partner
Bain & Company
Debasis Sahu
Speaker
Debasis Sahu
Partner
PwC
Thomas Olsen
Speaker
Thomas Olsen
Partner
Bain & Company
Matt Harris
Speaker
Matt Harris
Senior Partner
Alpha Financial Markets Consulting
12:15pm
12:40pm
Casual Lunch Break
12:40pm
1:40pm
Discussion
United States Wealth & Investment Management (& WealthTech) Key Trends: A Broad Discussion Between Tiburon & Leading Strategy Consulting Firm Partners
Chip Roame
Facilitator
Chip Roame
Managing Partner
Tiburon Strategic Advisors
Continuing Panelists from Tiburon Talks
Vlad Golyk — McKinsey & Company
Matt Harris — Alpha Financial Markets Consulting
Justin Miller — Bain & Company
Thomas Olsen — Bain & Company
Debasis Sahu — PwC
Jill Zucker — McKinsey & Company
1:40pm
1:55pm
Break
1:55pm
2:10pm
Tiburon Connect
Tiburon Impact Adventures
Scott Hanson
Speaker
Scott Hanson
Vice Chairman
Allworth Financial
Sean Lambert
Speaker
Sean Lambert
President
San Diego & Baja
Youth with a Mission
Giezi Niño
Speaker
Giezi Niño
Campus Director
San Antonio del Mar Campus
Youth with a Mission
Craig Wietz
Speaker
Craig Wietz
President
First Rate
2:10pm
3:10pm
Panel Discussion
Wealth Management Firms CEOs Panel Discussion
Tom McCarthy
Facilitator
Tom McCarthy
Chief Distribution Officer
DPL Financial Partners
Marty Bicknell
Panelist
Marty Bicknell
CEO
Mariner
Larry Restieri
Panelist
Larry Restieri
CEO
Hightower
Brian Riley
Panelist
Brian Riley
Business Head
BNY Wealth
Avy Stein
Panelist
Avy Stein
Co-Chairman
Cresset Capital Management
3:10pm
3:25pm
Break
3:25pm
3:40pm
Tiburon Connect
Skip & Chip's Excellent Adventures
Skip Schweiss
Speaker
Skip Schweiss
CEO
Sierra Investment Management
Alan Clopine
Speaker
Alan Clopine
Executive Chairman
Pure Financial Advisors
3:40pm
5:00pm
Tiburon Talks
Tiburon Talks: Strategic & Tactical Views from Academics, Trade Associations, & the Media
Ahmad El-Katib
Introducer
Ahmad El-Katib
Chief Product Officer
First Rate
Adam Aderton
Speaker
Adam Aderton
Partner
Simpson, Thacher, & Bartlett
Eric Pan
Speaker
Eric Pan
CEO
Investment Company Institute (ICI)
Bob Veres
Speaker
Bob Veres
Publisher
Inside Information
Ian Wenik
Speaker
Ian Wenik
Editor
CityWire RIA
5:30pm
10:30pm
Group Dinner
Tiburon CEO Summit L Group Dinner
  • Location: Bungalow Kitchen, 5 Main St, Tiburon, CA 94920
To Tiburon
▴
Ferry — Departure from Palace Hotel 5:25 PM (18 Minute Walk) · SF Ferry Building Boarding 5:45 PM · Departure 5:55 PM · Arrival at Tiburon 6:35 PM
▴
Bus — Departure from Palace Hotel 5:30 PM · Arrival at Bungalow Kitchen 6:30 PM
▴
Uber — Available at your discretion; depart at any time that suits your schedule
6:30 – 9:30pm
Group Dinner including Cocktails and Appetizers
Return to San Francisco
▴
Bus — Departure from Bungalow Kitchen 8:30 PM · Arrival at Palace Hotel 9:15 PM
▴
Ferry — Tiburon Boarding 9:15 PM · Departure 9:30 PM · Arrival at SF Ferry Building 10:10 PM
▴
Uber — Available at your discretion; depart at any time that suits your schedule
Wednesday April 22, 2026 — CEO Roundtable Parallel Tracks
7:00am
7:45am
Breakfast Buffet — Attendees should feel free to bring breakfast to the CEO Roundtables.
8:00am
9:00am
CEO Roundtable Discussions
Three simultaneous tracks.
Track I
Wealth & Investment Management: Leading-Edge Fee-Based Financial Advisors (RIAs), Including Robo Advisors, Hybrid Digital Advice Providers, Artificial Intelligence, & Other Leading-Edge B2C Models
Yaela Shamberg
Facilitator
Yaela Shamberg
Chief Product Officer
Communify
Bill Capuzzi
Panelist
Bill Capuzzi
CEO
Apex Fintech Solutions
John Clendening
Panelist
John Clendening
CEO
Earned Wealth
Fahad Hassan
Panelist
Fahad Hassan
CEO
Range
Sarah Levy
Panelist
Sarah Levy
CEO
Betterment
David Stedman
Panelist
David Stedman
CEO
BrightDime
Track II
Business Building: Comprehensive Financial Planning: Retirement Planning, Retirement Income Planning, Social Security Planning, Tax Planning, Estate Planning, & More
Connor Coughlin
Facilitator
Connor Coughlin
Chief Commercial Officer
Apex Fintech Solutions
Jim Combs
Panelist
Jim Combs
CEO
National Advisors Trust
Ben Cruikshank
Panelist
Ben Cruikshank
President
Flourish
David Lau
Panelist
David Lau
CEO
DPL Financial Partners
Steve Lockshin
Panelist
Steve Lockshin
Founder
Vanilla
Joe Mrak
Panelist
Joe Mrak
CEO
Foundation Source
Eric Rachmel
Panelist
Eric Rachmel
CEO
OLarry
Track III
Strategic Opportunities: WealthTech: Venture Capital & Growth Equity
Tom Severence
Facilitator
Tom Severence
Chief Revenue Officer
OneVest
Wayne Baker
Panelist
Wayne Baker
Chief Investment Officer
TIAA Ventures
Alison Davis
Panelist
Alison Davis
Chairwoman
Fifth Era Partners
Rashmi Gopinath
Panelist
Rashmi Gopinath
Managing Partner
BAM Corner Point
David Jegen
Panelist
David Jegen
Managing Partner
F-Prime Capital
Luis Valdich
Panelist
Luis Valdich
CEO
VIM Investors
9:00am
9:15am
Break
9:15am
10:15am
CEO Roundtable Discussions
Track I
Independent Advisor Channels & Break-Away Broker Platforms
Tom Smith
Facilitator
Tom Smith
Chief Growth Officer
DPL Financial Partners
Greg Bruce
Panelist
Greg Bruce
President
Raymond James RIA & Custody Division
James Poer
Panelist
James Poer
CEO
Kestra Holdings
Brad Smithy
Panelist
Brad Smithy
President
Wealth Management
Elevation Point
Neil Turner
Panelist
Neil Turner
Co-CEO
NewEdge Advisors
Track II
Business Building: Wealth Management Marketing & Lead Generation Strategies
Heather Rosato
Facilitator
Heather Rosato
Chief Marketing Officer
DPL Financial Partners
Karen Barrett
Panelist
Karen Barrett
CEO
Unbiased
Satayan Mahajan
Panelist
Satayan Mahajan
CEO
Datalign Advisory
Eden Ovadia
Panelist
Eden Ovadia
CEO
Finny
Marie Swift
Panelist
Marie Swift
CEO
Impact Communications
Alan Clopine
Panelist
Alan Clopine
Executive Chairman
Pure Financial Advisors
Track III
Strategic Opportunities: Wealth Management Firm Mergers & Acquisitions
Brian Ross
Facilitator
Brian Ross
CEO
Flyer Financial Technologies
Bruce Cameron
Panelist
Bruce Cameron
CEO
Berkshire Global Advisors
John Dowd
Panelist
John Dowd
Chairman
Fiduciary Trust Company International
Matt Gelber
Panelist
Matt Gelber
Managing Director
Houlihan Lokey
Liz Nesvold
Panelist
Liz Nesvold
Executive Chairwoman
Emigrant Family Office
Dan Seivert
Panelist
Dan Seivert
CEO
Echelon Partners
10:15am
10:30am
Break
10:30am
11:30am
CEO Roundtable Discussions
Track I
Wealth & Investment Management: Managed Account Programs & Investment Management Products
Jerry Michael
Facilitator
Jerry Michael
President
Smartleaf
Jack Hannah
Panelist
Jack Hannah
President
GeoWealth Management
Shannon Larson
Panelist
Shannon Larson
President
AE Wealth Management
Ron Pruitt
Panelist
Ron Pruitt
President
Wealth Management
Orion Advisor Solutions
Patrick Shaddow
Panelist
Patrick Shaddow
President
Syntax
Samir Vasavada
Panelist
Samir Vasavada
CEO
Vise Technologies
Nick Wright
Panelist
Nick Wright
CEO
SS&C Global Investor & Distribution Solutions (GIDS) & Retirement Solutions
Track II
Business Building: WealthTech: Leading-Edge Solutions
Ana Mahony
Facilitator
Ana Mahony
CEO
Addition Wealth
Amar Ahluwalia
Panelist
Amar Ahluwalia
CEO
OneVest
Rich Cancro
Panelist
Rich Cancro
CEO
AdvisorEngine
Tom Fields
Panelist
Tom Fields
CEO
Fynancial
Brad Joudrie
Panelist
Brad Joudrie
CEO
Conquest Planning
Larry Shumbres
Panelist
Larry Shumbres
CEO
Archive Intel
Track III
Strategic Opportunities: Private Equity: WealthTech, Wealth Management, & More
Nichole Rush
Facilitator
Nichole Rush
Managing Director
First Rate Ventures
Sal Hasnain
Panelist
Sal Hasnain
Former Managing Director
Ontario Teachers' Pension Plan (OTPP)
Tony Salewski
Panelist
Tony Salewski
Managing Partner
Genstar Capital
Brad Siegert
Panelist
Brad Siegert
Partner
Ardea Partners
Kirk Smith
Panelist
Kirk Smith
Managing Director
GTCR
Keith Taylor
Panelist
Keith Taylor
Managing Director
The Cynosure Group
11:30am
11:45am
Break
11:45am
12:45pm
CEO Roundtable Discussions
Track I
Wealth & Investment Management: Alternative Investments Platforms
Cheryl Nash
Facilitator
Cheryl Nash
President
APL InvestCloud
InvestCloud
Gary Gallagher
Panelist
Gary Gallagher
President
iCapital Network
Philipp Hemmersbach
Panelist
Philipp Hemmersbach
CEO
Kapnative
Mike Kelly
Panelist
Mike Kelly
President
Future Standard
Andrew Tarver
Panelist
Andrew Tarver
President
Private Markets
InvestCloud
Dave Thornton
Panelist
Dave Thornton
CEO
Vested
Alan Zafran
Panelist
Alan Zafran
Co-Managing Partner
IEQ Capital
Track II
Business Building: Artificial Intelligence
Jakob Pizzera
Facilitator
Jakob Pizzera
Chief Operating Officer
OneVest
Devon Drew
Panelist
Devon Drew
CEO
AssetLink
Snehal Fulzele
Panelist
Snehal Fulzele
CEO
Uptiq
Sindhu Joseph
Panelist
Sindhu Joseph
CEO
CogniCor Technologies
Andrei Pop
Panelist
Andrei Pop
CEO
Humanity Labs
Babu Sivadasan
Panelist
Babu Sivadasan
CEO
Jiffy.ai
Darren Tedesco
Panelist
Darren Tedesco
President
Advisor360
Track III
Strategic Opportunities: WealthTech & Wealth Management Initial Public Offerings (IPOs)
Michael Reed
Facilitator
Michael Reed
Partner
Republic Capital Group
Neil Abromavage
Panelist
Neil Abromavage
Managing Director
Global Asset & Wealth Management
TD Cowen
Howard Chen
Panelist
Howard Chen
Vice Chairman
Investment Banking
JP Morgan Chase & Company
Matthias Kristol
Panelist
Matthias Kristol
Managing Director
W&IM Investment Banking
Jefferies Financial Group
Patrick Leonard
Panelist
Patrick Leonard
Managing Director
Financial Technology
Citigroup
Greg Smith
Panelist
Greg Smith
Managing Director
Financial Technology Partners
12:45pm
1:00pm
Tiburon CEO Summit L Closing Networking Opportunity
1:00pm
Conclusion

Questions about the agenda? Contact Sarah Sage — ssage@tiburonadvisors.com

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