Tiburon CEO Summit LI
Meeting Agenda

October 19–21, 2026 InterContinental Hotel, Boston, MA

Monday October 19, 2026 — Welcome Evening

5:00pm

7:00pm

Welcome Reception

Welcome Reception Featuring a Bar & Appetizers

Location: InterContinental Hotel, Boston, MA - 3rd Floor, Foyer

Tuesday October 20, 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 LI Welcome

Moderator

Mark Bruno

Managing Director
Emigrant Partners

8:00am

9:00am

Panel Discussion

Ask the Clients Panel Discussion

Clients: Client #1, Client #2, Client #3, Client #4, Client #5

Facilitator

Darren Tedesco

President
Advisor360

9:00am

9:15am

Break

9:15am

10:15am

Keynote Presentation

Tiburon CEO Summit LI — Keynote Presentation

United States of America Wealth & Investment Management (& WealthTech) Key Trends
Presented by Chip Roame, Managing Partner, Tiburon Strategic Advisors
Introduced by Mark Bruno, Managing Director, Emigrant Partners

Keynote Presenter

Chip Roame

Managing Partner
Tiburon Strategic Advisors

10:15am

10:30am

Break

10:30am

12:15pm

Tiburon Talks

Tiburon Talks: Strategic Views from Wealth & Investment Management Consulting Firms

Introducer

Brian Ross

CEO
Flyer Financial Technologies

Speaker

Sinisa Babcic

Partner
Wealth Management Business Consulting
Ernst & Young

Speaker

Will Kangas

Partner
Asset & Wealth Management Strategy
PwC

Speaker

Bradley Kellum

Partner
Wealth & Asset Management
Oliver Wyman

Speaker

Scott Reddel

Managing Director
Capital Markets & Wealth Management
Accenture

Speaker

Michael Spellacy

Managing Director
Financial Services Industry
Alvarez & Marsal

12:15pm

12:40pm

Casual Lunch Break

12:40pm

1:20pm

Discussion

United States Wealth & Investment Management (& WealthTech) Key Trends: A Broad Discussion Between Tiburon & Leading Strategy Consulting Firm Partners

Facilitated by Chip Roame, Managing Partner, Tiburon Strategic Advisors

Facilitator

Chip Roame

Managing Partner
Tiburon Strategic Advisors

Continuing Panelists from Tiburon Talks

Sinisa Babcic - Ernst & Young
Will Kangas - PwC
Bradley Kellum - Oliver Wyman
Scott Reddel - Accenture
Michael Spellacy - Alvarez & Marsal

1:20pm

1:35pm

Break

1:35pm

1:50pm

Feature

Tiburon Impact Adventures

Speaker

Scott Hanson

Vice Chairman
Allworth Financial

Speaker

Sean Lambert

President
San Diego & Baja
Youth with a Mission

1:50pm

2:35pm

Tiburon CEO Summit LI Award

Tiburon CEO Summit LI Award Presentation

Chip Roame in conversation with Tiburon CEO Summit LI Award Recipient Rick Wurster

Facilitator

Chip Roame

Managing Partner
Tiburon Strategic Advisors

Award Recipient

Rick Wurster

CEO
The Charles Schwab Corporation

2:35pm

3:35pm

Panel Discussion

Wealth & Investment Management Firms CEOs Panel Discussion

Facilitator

Amar Ahluwalia

CEO
OneVest

Panelist

Eric Becker

Co-Chairman
Cresset Capital Management

Panelist

Daniel Gamba

Co-President
Franklin Resources

Panelist

Dan Glaser

Operating Partner
Clayton, Dubilier, & Rice (CD&R)
Chairman, Focus Financial Partners

Panelist

Ralph Haberli

CEO
Edelman Financial Engines

Panelist

Tom Jessop

President
Fidelity Brokerage
Fidelity Investments

Panelist

Tom Walrond

President
Private Client Group
Raymond James & Associates

Panelist

Dave Welling

CEO
Mercer Advisors

3:35pm

3:50pm

Break

3:50pm

4:05pm

Feature

Skip & Chip's Excellent Adventures

Speaker

Skip Schweiss

CEO
Sierra Investment Management

4:05pm

4:45pm

Tiburon Talks

Tiburon Talks: Strategic & Tactical Views from Academics, Trade Associations, & the Media

Introducer

John Langston

Managing Partner
Republic Capital Group

Speaker

Dennis Moore

CEO
Financial Planning Association (FPA)

Speaker

Dane Snowden

CEO
Certified Financial Planner Board of Standards (CFP Board)

5:30pm

9:30pm

Group Dinner

Tiburon CEO Summit LI Group Dinner

Location: Smith & Wollensky, Boston, MA

To Dinner

▴

Walk - Four minute walk from the InterContinental Hotel

6:30 – 9:30pm

Group Dinner including Cocktails and Appetizers

Return to Hotel

▴

Walk - Four minute walk back to the InterContinental Hotel

Wednesday October 21, 2026 — CEO Roundtable Sessions

7:00am

7:45am

Breakfast Buffet — Attendees should feel free to bring breakfast to the CEO Roundtables

8:00am – 9:00am

CEO Roundtable Sessions

Wealth & Investment Management Room TBD

Comprehensive Financial Planning

Facilitator

Randy Bullard

Business Head
Investment Management
Hightower Advisors

Panelist

Andrew Altfest

CEO
FP Alpha

Panelist

Lauren Clough

CEO
bQuest

Panelist

Jeff Coyle

CEO
Libretto

Panelist

Alex Hargrove

CEO
NetLaw Group

Panelist

Max Lane

CEO
Flourish

Business Building Room TBD

Wealth Management Marketing & Lead Generation Strategies

Facilitator

Jenn Anderson

Chief Marketing Officer
Hightower Advisors

Panelist

Joe Anthony

President
Gregory

Panelist

Rishi Bharathan

CEO
WiserAdvisor

Panelist

Dave Christensen

CEO
FMG Suite

Panelist

Ian Karnell

CEO
VastAdvisor

Panelist

Robert Sofia

CEO
Snappy Kraken

Panelist

Jason Van de Loo

CEO
Choreo

Strategic Opportunities Room TBD

WealthTech Venture Capital & Growth Equity Investing

Facilitator

Tom Severance

Chief Revenue Officer
OneVest

Panelist

Andrew Cedar

Partner
Long Ridge Equity Partners

Panelist

Matt Harris

Partner
Bain Capital Ventures
Bain Capital

Panelist

Dante La Ruffa

Partner
Venture Capital
Aquiline Capital Partners

Panelist

Brian Saunders

Business Head
United Kingdom & Europe
Atlas Merchant Capital

Panelist

Justin Wisz

Founder
Thicket Ventures

9:00am – 9:15am — Break

9:15am – 10:15am

CEO Roundtable Sessions

Wealth & Investment Management Room TBD

Investment Management Strategies & Products, Including Personalized (Direct) Indexing, Alternative Investments, & Sustainable Investing (ESG)

Facilitator

Brad Kellogg

Chief Financial Officer
Flyer Financial Technologies

Panelist

Jason Barsema

President
Halo Investing

Panelist

Michael Bell

CEO
Meketa Capital

Panelist

Adam Rein

Co-Founder
CapShift

Panelist

Brad Walker

Co-President
CAIS

COMING
SOON

Panelist

TBD

Business Building Room TBD

Leading-Edge FBFAs (RIAs), Including Robo Advisors, Hybrid Digital Advice Providers, AI, & Other Leading-Edge B2C Models

COMING
SOON

Facilitator

TBD

Panelist

Dan Raju

CEO
Tradier

Panelist

Steven Wang

CEO
Dub

COMING
SOON

Panelist

TBD

COMING
SOON

Panelist

TBD

COMING
SOON

Panelist

TBD

Strategic Opportunities Room TBD

Wealth Management Firms Mergers & Acquisitions

Facilitator

Mike Reed

Partner
Republic Capital Group

Panelist

Matt Cooper

CEO
Beacon Pointe Advisors

Panelist

Scott Hanson

Vice Chairman
Allworth Financial

Panelist

Vince Morris

President
OneDigital

Panelist

Eric Sontag

President
Wealthspire Advisors

Panelist

Ed Walters

President
World Investment Advisors

10:15am – 10:30am — Break

10:30am – 11:30am

CEO Roundtable Sessions

Wealth & Investment Management Room TBD

Managed Accounts Programs & Turnkey Asset Managed Programs (TAMPs)

Facilitator

Jerry Michael

President
Smartleaf

Panelist

Lee Andreatta

CEO
Advyzon Investment Management

Panelist

Brendan Clark

CEO
Clark Capital Management Group

Panelist

Reed Colley

President
Orion Advisor Technology
Orion Advisor Solutions

Panelist

Bryan Dori

CEO
Archer IMS

Panelist

Karl Roessner

CEO
Vestmark

Panelist

Craig Wietz

President
First Rate

Business Building Room TBD

WealthTech Leading-Edge Technology Business Building Solutions: Workflow Technology; CRM, Client Portals, Sales Enablement Technology, Data Management Technology, Automation Technology, & Billing Technology

Facilitator

Mat Mathews

Chief Product & Engineering Officer
Advisor360

Panelist

Sean Brown

CEO
YCharts

Panelist

Amy DeTolla

CEO
Aureus Advantage

Panelist

Rob Madej

CEO
PureFacts Financial Solutions

Panelist

Matt Matrisian

President
Signature Estate and Investment Advisors (SEIA)

Panelist

John Rourke

CEO
Starburst Labs

Strategic Opportunities Room TBD

Private Equity: WealthTech, Wealth Management Firms, & More

Facilitator

Ana Mahony

CEO
Addition Wealth

Panelist

Daniel Brujis

Managing Director
Reverence Capital Partners

Panelist

Adam Halpern-Leistner

Partner
Hellman & Friedman

Panelist

Sid Ramakrishnan

Managing Director
Genstar Capital

Panelist

Rich Rosenbaum

Chief Investment Officer
Aquiline Capital Partners
Aquiline Holdings

Panelist

David Winokur

Partner
Clayton, Dubilier & Rice

11:30am – 11:45am — Break

11:45am – 12:45pm

CEO Roundtable Sessions

Wealth & Investment Management Room TBD

Independent Advisor Channels & Break-Away Broker Platforms

Facilitator

Kristen Santerian

Chief Operating Officer
Wealth Business
BlackRock

Panelist

Anthony Habis

Business Head
North America
FNZ

Panelist

Ken Hoffman

President
Optima Group
Dynasty Financial Partners

Panelist

Runik Mehrotra

Co-CEO
Vise Technologies

Panelist

Christian Mitchell

President
Cetera Solutions
Cetera Holdings

Panelist

Brad Smithy

President
Wealth Management
Elevation Point

Business Building Room TBD

Artificial Intelligence: Opportunities & Risks

Facilitator

Prab Reddy

Partner
Republic Capital Group

Panelist

Peter Dun

CEO
Feathery

Panelist

Parker Ence

CEO
Jump Advisor AI

Panelist

Alex Goodwin

CEO
Bridge

Panelist

Max Klein

CEO
LEA Technologies

Panelist

Alexandra Mysoor

CEO
Alix

Panelist

Mark Swan

CEO
Nevis

Strategic Opportunities Room TBD

WealthTech & Wealth Management Firms Initial Public Offerings (IPOs)

Facilitator

Eric Becker

Co-Chairman
Cresset Capital Management

Panelist

Jeff Brand

Managing Director
Asset & Wealth Management, Global Investment Banking
Raymond James & Associates

Panelist

Pat Fels

Partner
Americas, Financial Institutions Group, Investment Banking
The Goldman Sachs Group

Panelist

Jason Gurandiano

Business Head
United States Technology Banking & Global FinTech Banking
RBC Capital Markets

Panelist

Rick Hough

CEO
Silvercrest Asset Management Group

Panelist

Bill Nook

Managing Director
Moelis & Company

Panelist

Jon Stern

Partner
Berkshire Global Advisors

12:45pm

1:00pm

Tiburon CEO Summit LI Closing Networking Opportunity

1:00pm

Conclusion

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

Tiburon CEO Summits

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Tiburon CEO Summits

Tiburon Membership Benefits

Decades of Industry Expertise

Schedule a Tiburon Keynote Q&A Session

Tiburon CEO Summit LI
Meeting Agenda

To Dinner

Return to Hotel

Tiburon CEO Summits

Thousands of Unique Slides Available

Tiburon CEO Summits

Tiburon Membership Benefits

Decades of Industry Expertise

Schedule a Tiburon Keynote Q&A Session

Tiburon CEO Summit LIMeeting Agenda

To Dinner

Return to Hotel

Tiburon CEO Summit LI
Meeting Agenda