Tiburon CEO Summit XXXIX - Meeting Agenda

Tiburon CEO Summit XXXIX will officially start at 7:45am on Tuesday, October 13, 2020, at the Ritz Carlton Hotel in San Francisco, CA, include a group dinner that night, and finish at 1:00pm on Wednesday, October 14, 2020.

More casually, Tiburon CEO Summit XXXIX will begin with a cocktail reception Monday, October 12, 2020, at 6:00pm.


Meeting Agenda

The planned agenda is as follows:

Monday, October 12, 2020

6:00pm-8:00pm: Cocktail Reception

  • Location: The Ritz Carlton Hotel in San Francisco, CA

Tuesday, October 13, 2020

7:00am-7:45am: Continental Breakfast

  • Attendees should feel free to bring breakfast to the opening session

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

  • Presented by Coming Soon

Speaker

 

 

 

 

8:00am-9:00am: Panel Discussion

  • Covid-19: CEO Issues Around the Economy, Markets, Interest Rates, Regulatory Issues, Workforce Adjustments, & Investor Behavior Changes
  • Facilitated by Coming Soon
  • Speakers
    • Steve Begleiter, Managing Director, Flexpoint Ford
    • Coming Soon
    • Coming Soon
    • Coming Soon

Facilitator

Speaker
Steve Begleiter
 Managing Director
Flexpoint Ford

Speaker

Speaker

Speaker

9:00am-9:15am: Break

9:15am-10:15am: Panel Discussion

  • Ask the Investors
  • Facilitated by Coming Soon
  • Investors
    • Investor 1
    • Investor 2
    • Investor 3
    • Investor 4

Facilitator

Investor 1

Investor 2

Investor 3

Investor 4

10:15am-10:30am: Break

10:30am-12:00pm: Tiburon CEO Summit XXXIX - Keynote Presentation

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

Keynote Presenter
Chip Roame
Managing Partner
Tiburon Strategic Advisors



12:00pm-1:00pm: Casual Lunch Break

  • Please enjoy the provided lunch and network with other attendees in the ballroom, the lobby, or any of the breakout rooms

1:00pm-1:15pm: Tiburon Impact Adventures

  • Speakers
    • Scott Hanson, Co-CEO, Allworth Financial
    • Frank Trotter, Former Chairman, EverBank Global Markets
  • Introduced by Coming Soon

Speaker
Scott Hanson
 Co-CEO
Allworth Financial

Speaker
Frank Trotter
Former Chairman
EverBank Global Markets

 

 


1:15pm-2:00pm: Tiburon Fireside Chat

  • Prior Tiburon CEO Summit Award Recipient Fireside Chat
  • Featuring Coming Soon
  • Facilitated by Chip Roame, Managing Partner, Tiburon Strategic Advisors

Facilitator
Chip Roame
Managing Partner
Tiburon Strategic Advisors

Speaker

 

 


2:00pm-2:15pm: Break

2:15pm-3:15pm: Panel Discussion

  • CEOs Panel: Multi-Facet Multi-Billion Dollar Revenue Wealth & Investment Management Firms
  • Facilitated by Stuart DePina, President, Envestnet
  • Speakers
    • Rudy Adolf, CEO, Focus Financial Partners
    • Dave Butler, Co-CEO, Dimensional Fund Advisors
    • Jenny Johnson, CEO, Franklin Resources
    • Kunal Kapoor, CEO, Morningstar

Facilitator
Stuart DePina
 President
Envestnet

Speaker
Rudy Adolf
 CEO
Focus Financial Partners

Speaker
Dave Butler
 Co-CEO
Dimensional Fund Advisors

Speaker
Jenny Johnson
 CEO
Franklin Resources

Speaker
Kunal Kapoor
 CEO
Morningstar

3:15pm-3:30pm: Break

3:30pm-3:45pm: Skip & Chip's Excellent Adventures

  • Speakers
    • Alex Potts, Chairman, Buckingham Strategic Partners
    • Skip Schweiss, President, TD Ameritrade Trust Company

Speaker
Alex Potts
 Chairman
Buckingham Strategic Partners

Speaker
Skip Schweiss
President
TD Ameritrade Trust Company

 


3:45pm-4:45pm: Tiburon Talks

  • Introduced by Coming Soon
  • Topic: Coming Soon
    • Coming Soon
  • The Changing Face of America
    • Tariq Khan, CEO, Global Diversity Marketing
  • The Irresistible Pull of Irrational Behavior
    • Ori Brafman, Lecturer, University of California at Berkeley

Facilitator

Speaker

Speaker
Tariq Khan
 CEO
Global Diversity Marketing

Speaker
Ori Brafman
 Lecturer
University of California at Berkeley


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 5:30pm 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

6:00pm-9:00pm: Tiburon CEO Summit XXXIX Dinner

  • Location: Servino Ristorante (9 Main Street, Tiburon, CA 94920) (415-435-2676)
  • 6:00pm-7:00pm: Cocktails & Appetizers
  • 7:00pm-8:30pm: Dinner
  • 8:30pm-9:00pm: Cocktails & Bus Transportation
    • 8:30pm: First bus departs for Ritz Carlton Hotel
    • 8:45pm: Second bus departs for Ritz Carlton Hotel
    • 9:00pm: Final bus departs for Ritz Carlton Hotel

Wednesday, October 14, 2020

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

  • Attendees should feel free to bring breakfast to the opening session

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

  • Presented by Matt Brown, CEO, CAIS Group

Moderator
Matt Brown
 CEO
CAIS Group

 

 

 

 

8:00am-9:00am: Panel Discussion

  • Next Generation of Leaders
  • Facilitated by Coming Soon
  • Speakers
    • Coming Soon
    • Coming Soon
    • Coming Soon
    • Coming Soon

Facilitator

Speaker

Speaker

Speaker

Speaker

9:00am-9:15am: Break

9:15am-12:45pm: CEO Roundtable Parallel Tracks

Track I:
Financial Products		 Track II:
Distribution		 Track III:
Strategic Opportunities & Capital Allocation
i. Investment Management 2.0: Indexing, Active, & Alternatives i. Financial Advisor Channels i. FinTech & Venture Capital Investing
ii. ESG & Impact Investing ii. Leading Financial Advisors ii. Wealth Management Firms Mergers & Acquisitions: Enterprise Opportunities Attracting Substantial Private Equity
iii. Financial Planning: Adding Value through Software & Other Services iii. Robo Advisors & Other Modern Financial Advisor Models iii. Wealth Management Firms Mergers & Acquisitions: Numerous Substantial Transactions Taking Place

9:15am-10:15am: CEO Roundtable Discussions

  • Track I: Financial Products: i. Investment Management 2.0: Indexing, Active, & Alternatives
    • Facilitated by Bob Skea, CEO, Discovery Data
    • Speakers
      • Eduardo Repetto, Chief Investment Officer, Avantis Investors
      • Matt Witkos, President, Eaton Vance Distributors
      • Coming Soon
      • Coming Soon

    Facilitator
    Bob Skea
     CEO
    Discovery Data

    Speaker
    Eduardo Repetto
     Chief Investment Officer
    Avantis Investors

    Speaker
    Matt Witkos
     President
    Eaton Vance Distributors

    Speaker

    Speaker

  • Track II: Distribution: i. Financial Advisor Channels
    • Facilitated by Coming Soon
    • Speakers
      • Geof Brown, CEO, National Association of Personal Financial Advisors (NAPFA)
      • Estee Faranda, CEO, PFS Investments
      • John Rooney, Managing Principal, Commonwealth Financial Network
      • Sean Walters, CEO, Investments & Wealth Institute (IMCA)

    Facilitator

    Speaker
    Geof Brown
     CEO
    National Association of Personal Financial Advisors (NAPFA)

    Speaker
    Estee Faranda
     CEO
    PFS Investments

    Speaker
    John Rooney
     Managing Principal
    Commonwealth Financial Network

    Speaker
    Sean Walters
     CEO
    Investments & Wealth Institute (IMCA)

  • Track III: Strategic Opportunities & Capital Allocation: i. FinTech & Venture Capital Investing
    • Facilitated by Coming Soon
    • Speakers
      • Rob Anderson, Partner, Payments & Transaction Processing, FTV Capital
      • Heather Redman, Managing Partner, Flying Fish Partners
      • Coming Soon
      • Coming Soon

    Facilitator

    Speaker
    Rob Anderson
     Partner
    Payments & Transaction Processing
    FTV Capital

    Speaker
    Heather Redman
     Managing Partner
    Flying Fish Partners

    Speaker

    Speaker

10:15am-10:30am: Break

10:30am-11:30am: CEO Roundtable Discussions

  • Track I: Financial Products: ii. ESG & Impact Investing
    • Facilitated by Coming Soon
    • Speakers
      • Jenn Kenning, CEO, Align Impact
      • Patrick McKenna, Managing Partner, Catalyst Opportunity Funds
      • Margret Trilli, President, Impact Assets
      • Coming Soon

    Facilitator

    Speaker
    Jenn Kenning
     CEO
    Align Impact

    Speaker
    Patrick McKenna
     Managing Partner
    Catalyst Opportunity Funds

    Speaker
    Margret Trilli
     President
    Impact Assets

    Speaker

  • Track II: Distribution: ii. Leading Financial Advisors
    • Facilitated by Eric Clarke, CEO, Orion Advisor Solutions
    • Speakers
      • Ric Edelman, Executive Chairman, Investment Education & Client Experience, Edelman Financial Engines
      • Wendy Hartman, President, Buckingham Strategic Wealth
      • Michael Nathanson, CEO, The Colony Group
      • Coming Soon

    Facilitator
    Eric Clarke
     CEO
    Orion Advisor Solutions

    Speaker
    Ric Edelman
     Executive Chairman
    Investment Education & Client Experience
    Edelman Financial Engines

    Speaker
    Wendy Hartman
     President
    Buckingham Strategic Wealth

    Speaker
    Michael Nathanson
    CEO
    The Colony Group

    Speaker

  • Track III: Strategic Opportunities & Capital Allocation: ii. Wealth Management Firms Mergers & Acquisitions: Enterprise Opportunities Attracting Substantial Private Equity
    • Facilitated by Coming Soon
    • Speakers
      • Chris Egan, Managing Partner, Advent International
      • Coming Soon
      • Coming Soon
      • Coming Soon

    Facilitator

    Speaker
    Chris Egan
     Managing Partner
    Advent International

    Speaker

    Speaker

    Speaker

11:30am-11:45am: Break

11:45am-12:45pm: CEO Roundtable Discussions

  • Track I: Financial Products: iii. Financial Planning: Adding Value through Software & Other Services
    • Facilitated by Coming Soon
    • Speakers
      • Will Bressman, CEO, RIA in a Box
      • Nick Eatock, CEO, Intelliflo
      • Mark Hoffman, CEO, LifeYield
      • Sanjeev Kumar, CEO, Skience

    Facilitator

    Speaker
    Will Bressman
     CEO
    RIA in a Box

    Speaker
    Nick Eatock
     CEO
    Intelliflo

    Speaker
    Mark Hoffman
     CEO
    LifeYield

    Speaker
    Sanjeev Kumar
     CEO
    Skience

  • Track II: Distribution: iii. Robo Advisors & Other Modern Financial Advisor Models
    • Facilitated by Matt Wilson, President, E*Trade Advisor Services
    • Speakers
      • Margaret Hartigan, CEO, Marstone
      • Coming Soon
      • Coming Soon
      • Coming Soon

    Facilitator
    Matt Wilson
     President
    E*Trade Advisor Services

    Speaker
    Margaret Hartigan
     CEO
    Marstone

    Speaker

    Speaker

    Speaker

  • Track III: Strategic Opportunities & Capital Allocation: iii. Wealth Management Firms Mergers & Acquisitions: Numerous Substantial Transactions Taking Place
    • Facilitated by Coming Soon
    • Speakers
      • John Bahnken, President, Citizens Bank Wealth Management
      • Brent Brodeski, CEO, Savant Capital Management
      • Bruce Cameron, CEO, Berkshire Global Advisors
      • Coming Soon

    Facilitator

    Speaker
    John Bahnken
     President
    Citizens Bank Wealth Management

    Speaker
    Brent Brodeski
     CEO
    Savant Capital Management

    Speaker
    Bruce Cameron
     CEO
    Berkshire Global Advisors

    Speaker

 

12:45pm-1:00pm: Tiburon CEO Summit XXXIX Closing Hallway Reception

1:00pm: Dismissal & Open Discussion