Meeting Agenda

Tiburon CEO Summit XXXVII - Meeting Agenda

Tiburon CEO Summit XXXVII will officially start at 7:45am on Tuesday, October 8, 2019, at The Ritz Carlton Hotel in San Francisco, CA, include a group dinner that night, and finish at 2:00pm on Wednesday, October 9, 2019.

More casually, Tiburon CEO Summit XXXVII will begin with a cocktail reception Monday, October 7, 2019, at 6:00pm.

Meeting Agenda

The planned agenda is as follows:

Monday, October 7, 2019

6:00pm-8:00pm: Cocktail Reception

Location: The Ritz Carlton Hotel in San Francisco, CA

Tuesday, October 8, 2019

7:00am-7:45am: Continental Breakfast

Attendees should feel free to bring breakfast to the opening session

7:45am-8:00am: Tiburon CEO Summit XXXVII Welcome

Presented by Coming Soon

Moderator

8:00am-8:45am: Panel Discussion

Ask the Consumers
Facilitated by Coming Soon
Consumers

Consumer #1 Coming Soon
Consumer #2 Coming Soon
Consumer #3 Coming Soon
Consumer #4 Coming Soon

Facilitator

Consumer #1

Consumer #2

Consumer #3

Consumer #4

8:45am-9:00am: Break

9:00am-10:30am: Tiburon CEO Summit XXXVII - Keynote Presentation

The Top Seven Wealth & Investment Management (and Related FinTech) Industry Trends & Investment Opportunities
Presented by Chip Roame, Managing Partner, Tiburon Strategic Advisors
Introduced by Coming Soon

Keynote Presenter
Chip Roame
Managing Partner
Tiburon Strategic Advisors

10:30am-10:45am: Break

10:45am-11:30am: Tiburon Fireside Chat

Prior Tiburon CEO Summit Award Recipient Fireside Chat
Presented by Chuck Schwab, Chairman, The Charles Schwab Corporation
Facilitated by Chip Roame, Managing Partner, Tiburon Strategic Advisors

Facilitator
Chip Roame
Managing Partner
Tiburon Strategic Advisors

Speaker
Chuck Schwab
Chairman
The Charles Schwab Corporation

11:45am-12:00pm: Break (please take lunch to your choice of 12:00pm roundtable discussions)

12:00pm-1:00pm

Roundtable Discussion I: Financial Advisor Channels: Trends in Captive & Independent Channels

Facilitated by Coming Soon
Speakers

Coming Soon
Coming Soon
Coming Soon
Coming Soon

Facilitator

Speaker

Roundtable Discussion II: Financial Advisor Technology

Facilitated by Coming Soon
Speakers

Coming Soon
Coming Soon
Coming Soon
Coming Soon

Facilitator

Speaker

Roundtable Discussion III: Alternative Investments

Facilitated by Coming Soon
Speakers

Coming Soon
Coming Soon
Coming Soon
Coming Soon

Facilitator

Speaker

1:00pm-1:15pm: Break

1:15pm-2:15pm: Roundtable Discussions

Roundtable Discussion I: Discount Brokers, Robo Advisors, FANG Companies, & Other B2C Models

Facilitated by Coming Soon
Speakers

Coming Soon
Coming Soon
Coming Soon
Coming Soon

Facilitator

Speaker

Roundtable Discussion II: Ask the Leading Advisors

Facilitated by Coming Soon
Speakers

Coming Soon
Coming Soon
Coming Soon
Coming Soon

Facilitator

Speaker

Roundtable Discussion III: Socially Responsible Investing

Facilitated by Coming Soon
Speakers

Coming Soon
Coming Soon
Coming Soon
Coming Soon

Facilitator

Speaker

2:15pm-2:30pm: Break

2:30pm-2:45pm: Tiburon Impact Adventures

Speakers

Scott Hanson, Co-CEO, Hanson McClain
Craig Wietz, President, First Rate

Introduced by Coming Soon

Speaker
Scott Hanson
Co-CEO
Hanson McClain

Speaker
Craig Wietz
President
First Rate

2:45pm-3:45pm: Tiburon Talks

Introduced by Coming Soon
The Impact of an Aging Population
- Ken Dychtwald, CEO, Age Wave
Topic Coming Soon
- Coming Soon
Topic Coming Soon
- Coming Soon

Facilitator

Speaker
Ken Dychtwald
CEO
Age Wave

Speaker

3:45pm-4:00pm: Break

4:00pm-4:45pm: Tiburon Fireside Chat

Prior Tiburon CEO Summit Award Recipient Fireside Chat
Presented by Ken Fisher, Executive Chairman, Fisher Investments
Facilitated by Chip Roame, Managing Partner, Tiburon Strategic Advisors

Facilitator
Chip Roame
Managing Partner
Tiburon Strategic Advisors

Speaker
Ken Fisher
Executive Chairman
Fisher Investments

4:45pm-5:00pm: Tiburon CEO Summit XXXVII Day #1 Recap & Closing

Presented by Coming Soon

5:00pm-6:30pm: Free Time & Transportation to Dinner

Option #1: Walking & Ferryboat: Meet in lobby of Ritz Carlton Hotel at 5:15pm to catch 5:45pm-6:15pm ferry (should arrive right at start of cocktails)
Option #2: Bus: Meet in lobby of Ritz Carlton Hotel at 5:45pm for approximately 30-45 minutes bus ride to Tiburon (should arrive just after start of cocktails)
Option #3: Uber or Lyft at your own discretion

6:15pm-9:00pm: Tiburon CEO Summit XXXVII Dinner

Location: Servino Ristorante (9 Main Street, Tiburon, CA 94920) (415-435-2676)
6:15pm-7:15pm: Cocktails & Appetizers
7:15pm-8:30pm: Dinner
8:30-9:00: Cocktails & Bus Transportation

Wednesday, October 9, 2019

7:00am-7:45am: Continental Breakfast

Attendees should feel free to bring breakfast to the opening session

7:45am-8:00am: Tiburon CEO Summit XXXVII Day #2 Welcome

Presented by Coming Soon

Moderator

8:00am-8:45am: Tiburon CEO Summit XXXVII - Key Trends Discussion Session

Facilitated by Chip Roame, Managing Partner, Tiburon Strategic Advisors
Speakers

Tiburon Client Speaker #1 Announced Onsite
Tiburon Client Speaker #2 Announced Onsite
Tiburon Client Speaker #3 Announced Onsite
Tiburon Client Speaker #4 Announced Onsite

Introduced by Coming Soon

Facilitator
Chip Roame
Managing Partner
Tiburon Strategic Advisors

8:45am-9:00am: Break

9:00am-9:15am: Tiburon Skip & Chip's Excellent Adventures

Introduced by Coming Soon
Speakers

Craig Gordon, Chief of Strategic Development, RBC Correspondent & Advisor Services
Skip Schweiss, President, TD Ameritrade Trust Company

Speaker
Craig Gordon
Chief of Strategic Development
RBC Correspondent & Advisor Services

Speaker
Skip Schweiss
President
TD Ameritrade Trust Company

9:15am-10:15am: Tiburon Talks

Introduced by Coming Soon
Topic Coming Soon
- Coming Soon
Topic Coming Soon
- Coming Soon
Taking a Systematic Approach to Investing
- Gerard O'Reilly, Co-CEO, Dimensional Fund Advisors