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Tiburon CEO Summit XLII - Meeting Agenda
Tiburon CEO Summit XLII will officially start at 7:45am on Tuesday, May 3, 2022, at the Four Seasons Hotel Boston, Boston, MA, include a group dinner that night, and finish at 1:00pm on Wednesday, May 4, 2022.
More casually, Tiburon CEO Summit XLII will begin with a welcome reception on Monday, May 2, 2022, at 5:00pm, including a fireside chat with prior Tiburon CEO Summit award recipient Bob Reynolds (CEO, Putnam Investments) at 5:30pm.
Meeting Agenda
The planned agenda is as follows:
Monday, May 2, 2022
5:00pm-8:00pm: Welcome
Reception
- Location: Four Seasons Hotel Boston
5:30pm-6:30pm: Tiburon Fireside Chat
- Prior Tiburon CEO Summit Award Recipient Fireside Chat
- Featuring Bob Reynolds, CEO, Putnam Investments
- Facilitated by Chip Roame, Managing Partner, Tiburon Strategic Advisors
Facilitator
Chip
Roame
Managing Partner
Tiburon Strategic Advisors |
Prior Award Recipient
Bob Reynolds
CEO
Putnam Investments
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Tuesday, May 3, 2022
7:00am-7:45am: Continental
Breakfast
- Attendees
should feel free to bring breakfast to the opening session
7:45am-8:00am: Tiburon CEO Summit XLII Welcome
- Presented by Abby Salameh, Chief Marketing Officer, CAIS
Moderator
Abby Salameh
Chief Marketing Officer
CAIS
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8:00am-9:00am: Ask the Investors Panel Discussion
- Facilitated by Craig Wietz, President, First Rate
- Investors
- Investor 1: Joe C. (Edelman Financial Engines)
- Investor 2: Dave P. (Edelman Financial Engines)
- Investor 3: Roger V. (The Charles Schwab Corporation)
- Investor 4: Brian W. (The Charles Schwab Corporation)
Facilitator
Craig Wietz
President
First Rate
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9:00am-9:15am: Break
9:15am-10:45am: Tiburon CEO Summit XLII - Keynote Presentation
- The Future of Wealth & Investment Management: The Critical Pre- & Post-Covid Industry Trends
- Presented by Chip Roame, Managing Partner, Tiburon Strategic Advisors
- Introduced by Abby Salameh, Chief Marketing Officer, CAIS
Keynote Presenter
Chip
Roame
Managing Partner
Tiburon Strategic Advisors |
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10:45am-11:00am: Break
11:00am-11:45pm: Tiburon Talks
- Facilitated by Pam Cytron, Board Advisor, First Rate
- Topic: Affluent Customer Insights: Four Counter-Intuitive Insights
- Alex D'Amico, Partner, McKinsey & Company
- Topic: Dry Powder: The Private Equity Outlook
- Hugh MacArthur, Business Head, Global Private Equity Practice, Bain & Company
Facilitator
Pam Cytron
Board Advisor
First Rate
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Speaker
Alex D'Amico
Partner
McKinsey & Company
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Speaker
Hugh MacArthur
Business Head
Global Private Equity Practice
Bain & Company
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11:45am-12:30pm:
Casual Lunch Break
- Please enjoy the provided lunch and bring it back to the afternoon sessions, taking the opportunity to network with other attendees during the break
12:30pm-12:45pm: Tiburon Impact Adventures
- Speakers
- Craig Wietz, President, First Rate
- Scott Hanson, Co-CEO, Allworth Financial
- Introduced by Abby Salameh, Chief Marketing Officer, CAIS
Speaker
Craig Wietz
President
First Rate
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Speaker
Scott Hanson
Co-CEO
Allworth Financial
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12:45pm-1:45pm: A Candid Discussion with Wealth Management Leaders
- Facilitated by Lori Hardwick, Senior Advisor, Strategic Advisory Board, Genstar Capital
- Speakers
- Jim Hays, CEO, Wells Fargo Advisors
- David Karr, Chairman, Equitable Advisors
- John Taft, Vice Chairman, Baird
- Rick Wurster, President, The Charles Schwab Corporation
Facilitator
Lori Hardwick
Senior Advisor
Strategic Advisory Board
Genstar Capital
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Speaker
Jim Hays
CEO
Wells Fargo Advisors
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Speaker
David Karr
Chairman
Equitable Advisors
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Speaker
John Taft
Vice Chairman
Baird
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Speaker
Rick Wurster
President
The Charles Schwab Corporation
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1:45pm-2:00pm: Break
2:00pm-3:00pm: Investment Management CEOs Panel Discussion
- Facilitated by Cheryl Nash, CEO, Financial Supermarket, InvestCloud
- Speakers
- George Gatch, CEO, JP Morgan Asset Management
- Ron Joelson, Chairman, Northwestern Mutual Investment Management (NMIMC)
- Joe Sullivan, CEO, Allspring Global Investments
- Cyrus Taraporevala, CEO, State Street Global Advisors
Facilitator
Cheryl Nash
CEO
Financial Supermarket
InvestCloud
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Speaker
George Gatch
CEO
JP Morgan Asset Management
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Speaker
Ron Joelson
Chairman
Northwestern Mutual Investment Management (NMIMC)
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Speaker
Joe Sullivan
CEO
Allspring Global Investments
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Speaker
Cyrus Taraporevala
CEO
State Street Global Advisors
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3:00pm-3:15pm: Break
3:15pm-3:30pm: Excellent Adventures
- Speakers
- Skip Schweiss, CEO, Sierra Investment Management
- Scott Hanson, Co-CEO, Allworth Financial
Speaker
Skip Schweiss
CEO
Sierra Investment Management
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Speaker
Scott Hanson
Co-CEO
Allworth Financial
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3:30pm-4:15pm: Tiburon Talks
- Facilitated by Abby Salameh, Chief Marketing Officer, CAIS
- Topic: Transparency DEI Standards
- Rainford Knight, CEO, Transparency Global
- Topic: Introducing Tomorrow's Leaders
- Bevon Joseph, Executive Director, Greenwood Project
Facilitator
Abby Salameh
Chief Marketing Officer
CAIS
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Speaker
Rainford Knight
CEO
Transparency Global
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Speaker
Bevon Joseph
Executive Director
Greenwood Project
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4:15pm-5:00pm: Free Time
5:00pm-9:30pm: Tiburon CEO Summit XLII Group Dinner
Wednesday, May 4, 2022
7:00am-7:45am: Continental Breakfast
- Attendees
should feel free to bring breakfast to the CEO Roundtables
8:00am-12:45pm: CEO Roundtable Parallel Tracks
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Track I:
Investment Management |
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Track II:
Wealth Management |
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Track III:
Strategic Opportunities |
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i. Alternative Investments |
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i. Independent Advisor Channels |
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i. Venture Capital: B2C & B2B WealthTech |
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ii. Cryptocurrencies (Digital Assets) |
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ii. Nationwide Fee-Based Financial Advisors (RIAs) |
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ii. Mergers & Acquisitions and Private Equity: B2B WealthTech |
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iii. Sustainable Investing (ESG) |
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iii. Discount & Online Brokerage Firms; Online Advice Firms (Robo Advisors); and Other Wealth Management Centric Disruptors |
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iii. Mergers & Acquisitions and Private Equity: Independent Advisors |
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iv. B2B WealthTech |
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iv. DTC Disruptor WealthTech Models |
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iv. Mergers & Acquisitions and Private Equity: Investment Management Firms |
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8:00am-9:00am: CEO Roundtable Discussions
- Track I: Investment Management: Alternative Investments
- Facilitated by Anton Honikman, CEO, MyVest
- Speakers
- Christian Haigh, CEO, Alternativ
- Dave Scherer, Co-CEO, Origin Investments
- Tim Shannon, President, CAIS
- Vadim Zlotnikov, President, Fidelity Institutional Asset Management
Facilitator
Anton Honikman
CEO
MyVest
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Speaker
Christian Haigh
CEO
Alternativ
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Speaker
Dave Scherer
Co-CEO
Origin Investments
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Speaker
Tim Shannon
President
CAIS
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Speaker
Vadim Zlotnikov
President
Fidelity Institutional Asset Management
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- Track II: Wealth Management: Independent Advisor Channels
- Facilitated by Heather Kelly, Executive Vice President, Advisory Sales & Strategic Accounts, Allianz Life Financial Services
- Speakers
- Lisa Dolly, CEO, LD Executive Services
- Mike Durbin, President, Fidelity Institutional
- Michael Kitces, Chief Financial Planning Nerd, Kitces.Com
- Bob Oros, CEO, HighTower Holding
Facilitator
Heather Kelly
Executive Vice President
Advisory Sales & Strategic Accounts
Allianz Life Financial Services
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Speaker
Lisa Dolly
CEO
LD Executive Services
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Speaker
Mike Durbin
President
Fidelity Institutional
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Speaker
Michael Kitces
Chief Financial Planning Nerd
Kitces.Com
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Speaker
Bob Oros
CEO
HighTower Holding
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- Track III: Strategic Opportunities: Venture Capital: B2C & B2B WealthTech
- Facilitated by Chris King, CEO, Eaglebrook Advisors
- Speakers
- Tom Davis, Partner, Centana Growth Partners
- Matt Harris, Partner, Bain Capital Ventures
- David Jegen, Managing Partner, F-Prime Capital
- Jeff Stein, Managing Director, Financial Services, Warburg Pincus
Facilitator
Chris King
CEO
Eaglebrook Advisors
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Speaker
Tom Davis
Partner
Centana Growth Partners
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Speaker
Matt Harris
Partner
Bain Capital Ventures
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Speaker
David Jegen
Managing Partner
F-Prime Capital
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Speaker
Jeff Stein
Managing Director
Financial Services
Warburg Pincus
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9:00am-9:15am: Break
9:15am-10:15am: CEO Roundtable Discussions
- Track I: Investment Management: Cryptocurrencies (Digital Assets)
- Facilitated by Praveen Ghanta, Executive Vice President, Risk, Orion Advisor Solutions
- Speakers
- Tyrone Ross, Former CEO, Onramp Invest
- Michael Sonnenshein, CEO, Grayscale Investments
- Fred Thiel, CEO, Marathon Digital Holdings
Facilitator
Praveen Ghanta
Executive Vice President
Risk
Orion Advisor Solutions
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Speaker
Tyrone Ross
Former CEO
Onramp Invest
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Speaker
Michael Sonnenshein
CEO
Grayscale Investments
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Speaker
Fred Thiel
CEO
Marathon Digital Holdings
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- Track II: Wealth Management: Nationwide Fee-Based Financial Advisors (RIAs)
- Facilitated by Eric Clarke, CEO, Orion Advisor Solutions
- Speakers
- Adam Birenbaum, CEO, Buckingham Wealth Partners
- Kurt Miscinski, CEO, Cerity Partners
- Larry Raffone, CEO, Edelman Financial Engines
Facilitator
Eric Clarke
CEO
Orion Advisor Solutions
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Speaker
Adam Birenbaum
CEO
Buckingham Wealth Partners
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Speaker
Kurt Miscinski
CEO
Cerity Partners
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Speaker
Larry Raffone
CEO
Edelman Financial Engines
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- Track III: Strategic Opportunities: Mergers & Acquisitions and Private Equity: B2B WealthTech
- Facilitated by Ryan Beach, Chief Operating Officer, Orion Advisor Solutions
- Speakers
- Lawrence Calcano, CEO, iCapital Network
- Bill Crager, CEO, Envestnet
- Eric Poirier, CEO, Addepar
Facilitator
Ryan Beach
Chief Operating Officer
Orion Advisor Solutions
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Speaker
Lawrence Calcano
CEO
iCapital Network
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Speaker
Bill Crager
CEO
Envestnet
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Speaker
Eric Poirier
CEO
Addepar
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10:15am-10:30am: Break
10:30am-11:30am: CEO Roundtable Discussions
- Track I: Investment Management: Sustainable Investing (ESG)
- Facilitated by Bill Wostoupal, Executive Vice President, Strategic Relationships, Orion Advisor Solutions
- Speakers
- Sonia Kowal, President, Zevin Asset Management
- Matt Patsky, CEO, Trillium Asset Management
- Doug Scott, CEO, Ethic
- John Streur, CEO, Calvert Research & Management
- Martin Whittaker, CEO, JUST Capital
Facilitator
Bill Wostoupal
Executive Vice President
Strategic Relationships
Orion Advisor Solutions
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Speaker
Sonia Kowal
President
Zevin Asset Management
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Speaker
Matt Patsky
CEO
Trillium Asset Management
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Speaker
Doug Scott
CEO
Ethic
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Speaker
John Streur
CEO
Calvert Research & Management
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Speaker
Martin Whittaker
CEO
JUST Capital
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- Track II: Wealth Management: Discount & Online Brokerage Firms; Online Advice Firms (Robo Advisors); and Other Wealth Management Centric Disruptors
- Facilitated by Pete Hess, President, Mid-Market Division, InvestCloud
- Speakers
- John Bartleman, CEO, TradeStation
- Tobin McDaniel, Business Head, SoFi Invest
- Karl Roessner, CEO, Lefteris Acquisition Corporation (Former CEO, E*Trade Financial Corporation)
Facilitator
Pete Hess
President
Mid-Market Division
InvestCloud
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Speaker
John Bartleman
CEO
TradeStation
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Speaker
Tobin McDaniel
Business Head
SoFi Invest
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Speaker
Karl Roessner
CEO
Lefteris Acquisition Corporation
(Former CEO, E*Trade Financial Corporation)
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- Track III: Mergers & Acquisitions and Private Equity: Independent Advisors
- Facilitated by Chris Shutler, Business Head, Market Intelligence, Envestnet
- Speakers
- Sasank Chary, Managing Director, Financial Services, KKR
- Phil Loughlin, Managing Director, Financial & Business Services Practice, Bain Capital Private Equity
- Max Rakhlin, Managing Director, Lightyear Capital
Facilitator
Chris Shutler
Business Head
Market Intelligence
Envestnet
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Speaker
Sasank Chary
Managing Director
Financial Services
KKR
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Speaker
Phil Loughlin
Managing Director
Financial & Business Services Practice
Bain Capital Private Equity
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Speaker
Max Rakhlin
Managing Director
Lightyear Capital
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11:30am-11:45am: Break
11:45am-12:45pm: CEO Roundtable Discussions
- Track I: Investment Management: B2B WealthTech
- Facilitated by Rich Aneser, Chief Strategy Officer, Envestnet
- Speakers
- Jody Bhagat, President, Americas, Personetics
- Mark Hoffman, CEO, LifeYield
- Aaron Klein, CEO, Riskalyze
- Mike Sha, CEO, SigFig
Facilitator
Rich Aneser
Chief Strategy Officer
Envestnet
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Speaker
Jody Bhagat
President
Americas
Personetics
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Speaker
Mark Hoffman
CEO
LifeYield
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Speaker
Aaron Klein
CEO
Riskalyze
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Speaker
Mike Sha
CEO
SigFig
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- Track II: Wealth Management: DTC Disruptor WealthTech Models
- Facilitated by Pam Cytron, Board Advisor, First Rate
- Speakers
- David Kon, CEO, Ripsaw
- Pam Krueger, CEO, Wealthramp
- Milind Mehere, CEO, YieldStreet
- Thomas Sponholtz, CEO, Unison Home Ownership Investors
Facilitator
Pam Cytron
Board Advisor
First Rate
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Speaker
David Kon
CEO
Ripsaw
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Speaker
Pam Krueger
CEO
Wealthramp
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Speaker
Milind Mehere
CEO
YieldStreet
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Speaker
Thomas Sponholtz
CEO
Unison Home Ownership Investors
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- Track III: Strategic Opportunities: Mergers & Acquisitions and Private Equity: Investment Management Firms
- Facilitated by David Canter, Executive Vice President, Registered Investment Advisor (RIA) & Family Office Segment, Fidelity Institutional
- Speakers
- Paul Gamble, CEO, 55ip
- Charlie Ruffel, Chairman, Kudu Investment Management
- Adam Spector, Managing Partner, Brandywine Global Investment Management
- Jon Stern, Partner, Berkshire Global Advisors
Facilitator
David Canter
Executive Vice President
Registered Investment Advisor (RIA) & Family Office Segment
Fidelity Institutional
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Speaker
Paul Gamble
CEO
55ip
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Speaker
Charlie Ruffel
Chairman
Kudu Investment Management
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Speaker
Adam Spector
Managing Partner
Brandywine Global Investment Management
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Speaker
Jon Stern
Partner
Berkshire Global Advisors
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12:45pm-1:00pm: Tiburon CEO Summit XLII Closing Networking Opportunity
1:00pm: Conclusion
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