8:00am-9:00am: Ask the Clients Panel Discussion

• Facilitated by Olivia Eisinger, Business Head, Advisory, Apex Fintech Solutions
• Clients
• Frazer A.
• Jack C.
• Deeksha J.
• Gary M.
• Lisa S.
• Aron Z.

9:00am-9:15am: Break

9:15am-10:45am: Tiburon CEO Summit XLVIII - Keynote Presentation

• United States of America Wealth & Investment Management (& WealthTech) Key Trends
• Presented by Chip Roame, Managing Partner, Tiburon Strategic Advisors
• Introduced by Cheryl Nash, President, APL InvestCloud

10:45am-11:00am: Break

11:00am-12:20pm: Tiburon Talks: Strategic Views from Wealth & Investment Management Consulting Firms

• Introduced by Craig Wietz, President, First Rate
• John Euart, Partner, McKinsey & Company
  • Topic: Perspectives on Key Wealth Management Trends
• Laura Varas, CEO, Hearts & Wallets
  • Topic: Go-to-Market Strategies & Execution
• GV Vincent, Senior Partner, Deloitte Consulting
  • Topic: Winning in the E2E Digital Transformation of Wealth Management
• Hugh MacArthur, Chairman, Global Private Equity Practice, Bain & Company
  • Topic: Challenges in Alternative Investments

12:20pm-12:50pm: Casual Lunch Break

• Please enjoy the provided lunch and/or bring it back to the afternoon sessions, taking the opportunity to network with other attendees during the break

12:50pm-1:30pm: Tiburon Talks: Strategic & Tactical Views from Industry Associations

• Introduced by Jenny Souza, CEO, Emigrant Partners
• Dale Brown, CEO, Financial Services Institute (FSI)
  • Topic: Coming Soon
• George Nichols, CEO, The American College
  • Topic: The Cliff and the Climb: Meeting the Urgent Need to Grow the Profession

1:30pm-1:45pm: Break

1:45pm-2:30pm: Tiburon CEO Summit Award Recipient Fireside Chat

• Featuring: Peter Mallouk, CEO, Creative Planning
• Facilitated by Chip Roame, Managing Partner, Tiburon Strategic Advisors
  

2:30pm-2:45pm: Break

2:45pm-3:45pm: Investment Management Firms CEOs Panel Discussion

• Facilitated by Marc Irizarry, Partner, Republic Capital Group
• Speakers
• Joe Amato, President, Neuberger Berman Group
  
• Tom Lee, Co-President, Parametric Portfolio Associates
  
• Joe Sullivan, CEO, Allspring Global Investments
  
• Paul Uhlman, President, Federated Securities Corporation
  

3:45pm-4:00pm: Tiburon Impact Adventures

• Speakers
• Sean Lambert, President, San Diego & Baja, Youth with a Mission
  
• Rob Madej, CEO, PureFacts Financial Solutions
  
• Craig Wietz, President, First Rate
  

4:00pm-4:15pm: Break

4:15pm-4:30pm: Skip & Chip's Excellent Adventures

• Speakers
• Alex Potts, President Emeritus, Buckingham Strategic Partners
  
• Skip Schweiss, CEO, Sierra Investment Management
  

4:30pm-5:30pm: Wealth Management Firms CEOs Panel Discussion

• Facilitated by Jeff Yabuki, CEO, InvestCloud
• Speakers
• Vaughn Bowman, CEO, MML Investors Services, MassMutual
  
• Jeff Dekko, CEO, Wealth Enhancement Group
  
• Shannon Eusey, CEO, Beacon Pointe Advisors
  
• Kurt Miscinski, CEO, Cerity Partners
  
• Michael Nathanson, CEO, Focus Financial Partners
  

6:00pm-9:00pm: Tiburon CEO Summit XLVIII Group Dinner

• Location: Chart House Restaurant (60 Long Wharf, Boston, MA 02110)
• 6:00pm-7:00pm: Cocktails & Appetizers
• 7:00pm-9:00pm: Group Dinner

Wednesday, April 30, 2025

• Attendees should feel free to bring breakfast to the CEO Roundtables

8:00am-12:45pm: CEO Roundtable Parallel Tracks

8:00am-9:00am: CEO Roundtable Discussions

• Track I: Investment Management: Comprehensive Financial Planning: Retirement Planning, Retirement Income Planning, Social Security Planning, Tax Planning, Estate Planning, & More
  
• Facilitated by Tom Smith, Chief Growth Officer, DPL Financial Partners
• Speakers
• Robbie Heeger, CEO, Endaoment
  
• Eric Housman, President, Fifth Third Wealth Advisors
  
• Rafael Loureiro, CEO, Wealth.Com
  
• Gary Pforzheimer, President, Planned Giving, Foundation Source
  
• Lisa Roberts, Business Head, Wealth Management, Wilmington Trust
  
• Dave Stone, CEO, RetireOne
  



Facilitator Tom Smith Chief Growth Officer DPL Financial Partners

Speaker Robbie Heeger CEO Endaoment

Speaker Eric Housman President Fifth Third Wealth Advisors

Speaker Rafael Loureiro CEO Wealth.Com

Speaker Gary Pforzheimer President Planned Giving Foundation Source

Speaker Lisa Roberts Business Head Wealth Management Wilmington Trust

Speaker Dave Stone CEO RetireOne

• Track II: Wealth Management: Leading-Edge Fee-Based Financial Advisors (RIAs), Including Robo Advisors, Hybrid Digital Advice Providers, & Other Leading-Edge B2C Models
  
• Facilitated by Ben Cruikshank, President, Flourish
• Speakers
• Michael Blaugrund, CEO, DriveWealth Holdings
  
• Kerim Derhalli, CEO, Invstr
  
• Brandon Krieg, Co-CEO, Stash Financial
  
• Sam Lewis, CEO, Fruitful
  
• Sean Wing, CEO, Wing Financial
  



Facilitator Ben Cruikshank President Flourish

Speaker Michael Blaugrund CEO DriveWealth Holdings

Speaker Kerim Derhalli CEO Invstr

Speaker Brandon Krieg Co-CEO Stash Financial

Speaker Sam Lewis CEO Fruitful

Speaker Sean Wing CEO Wing Financial

• Track III: Tactical & Strategic Opportunities: Wealth & Investment Management (Including WealthTech) Venture Capital & Growth Equity Investing and the Pathway to Initial Public Offerings (IPOs)
  
• Facilitated by Cody Barbo, CEO, Trust & Will
• Speakers
• Rich Grant, Partner, Cerity Partners Ventures
  
• Atul Kamra, Managing Partner, SixThirty Ventures
  
• Michael Kopelman, Venture Partner, Armory Square Ventures
  
• Hasan Malik, Chief Strategy Officer, Edward Jones
  
• Craig Schedler, Managing Director, Northwestern Mutual Future Ventures
  



Facilitator Cody Barbo CEO Trust & Will

Speaker Rich Grant Partner Cerity Partners Ventures

Speaker Atul Kamra Managing Partner SixThirty Ventures

Speaker Michael Kopelman Venture Partner Armory Square Ventures

Speaker Hasan Malik Chief Strategy Officer Edward Jones

Speaker Craig Schedler Managing Director Northwestern Mutual Future Ventures

9:00am-9:15am: Break

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

• Track I: Investment Management: Managed Account Programs & Platforms (TAMPs & Model Marketplaces)
  
• Facilitated by Aaron Wormus, Chief Technology Officer, SMArtX Advisory Solutions
• Speakers
• Mike Blundin, President, Vestmark
  
• Chris Momsen, CEO, Summa Financial Technology
  
• Anton Padmasiri, CEO, WealthOS
  
• Jon Pincus, CEO, SMArtX Advisory Solutions
  
• Chris Todd, CEO, Envestnet
  



Facilitator Aaron Wormus Chief Technology Officer SMArtX Advisory Solutions

Speaker Mike Blundin President Vestmark

Speaker Chris Momsen CEO Summa Financial Technology

Speaker Anton Padmasiri CEO WealthOS

Speaker Jon Pincus CEO SMArtX Advisory Solutions

Speaker Chris Todd CEO Envestnet

• Track II: Wealth Management: Independent Advisor Channels & Break-Away Broker Platforms
  
• Facilitated by Heather Rosato, Chief Marketing Officer, DPL Financial Partners
• Speakers
• Jim Dickson, CEO, Elevation Point
  
• Brian Kovack, CEO, Kovack Securities
  
• Nate Lenz, CEO, Concurrent
  
• Bill Morrissey, President, Atria Wealth Solutions
  
• Jason Wenk, CEO, Altruist
  



Facilitator Heather Rosato Chief Marketing Officer DPL Financial Partners

Speaker Jim Dickson CEO Elevation Point

Speaker Brian Kovack CEO Kovack Securities

Speaker Nate Lenz CEO Concurrent

Speaker Bill Morrissey President Atria Wealth Solutions

Speaker Jason Wenk CEO Altruist

• Track III: Tactical & Strategic Opportunities: Wealth Management Firms Mergers & Acquisitions (Including Investment Banks & Private Equity Buyers) and the Pathway to Initial Public Offerings (IPOs)
  
• Facilitated by John Langston, CEO, Republic Capital Group
• Speakers
• Brent Brodeski, CEO, Savant Capital
  
• John Furey, Managing Partner, Advisor Growth Strategies
  
• Bomy Hagopian, Partner, Wealth Management Advisory, Berkshire Global Advisors
  
• Robert Roberts, Managing Director, New Mountain Capital
  
• Ken Stern, President, Lido Advisors
  



Facilitator John Langston CEO Republic Capital Group

Speaker Brent Brodeski CEO Savant Capital

Speaker John Furey Managing Partner Advisor Growth Strategies

Speaker Bomy Hagopian Partner Wealth Management Advisory Berkshire Global Advisors

Speaker Robert Roberts Managing Director New Mountain Capital

Speaker Ken Stern CEO Lido Advisors

10:15am-10:30am: Break

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

• Track I: Investment Management: Exchange Traded Funds (ETFs), Personalized (Direct) Indexing, Separately Managed Accounts (SMAs), & Other Innovative Investment Strategies
  
• Facilitated by Jerry Michael, President, Smartleaf
• Speakers
• Bobby Barnes, Business Head, Quantitative Index Solutions, Fidelity Investments
  
• Dan Fuss, Vice Chairman, Loomis, Sayles, & Company
  
• Matt Kadnar, Partner, Grantham, Mayo, & Van Otterloo (GMO)
  
• Stuart Parker, CEO, PGIM Investments
  
• Jean-Roch Sibille, CEO, Allianz Investment Management United States
  
• Ross Znavor, President, Vise Technologies
  



Facilitator Jerry Michael President Smartleaf

Speaker Bobby Barnes Business Head Quantitative Index Solutions Fidelity Investments

Speaker Dan Fuss Vice Chairman Loomis, Sayles, & Company

Speaker Matt Kadnar Partner Grantham, Mayo, & Van Otterloo (GMO)

Speaker Stuart Parker CEO PGIM Investments

Speaker Jean-Roch Sibille CEO Allianz Investment Management United States

Speaker Ross Znavor President Vise Technologies

• Track II: Wealth Management: Workplace & Defined Contribution Plans
  
• Facilitated by Terri Fiedler, President, Retirement Services, Corebridge Financial
• Speakers
• Scott David, CEO, Fiduciary Services Group
  
• Dan Doonan, Executive Director, National Institute on Retirement Security
  
• Nick Good, President, Ascensus
  
• Mike Norman, President, Galliard Capital Management
  
• Spencer Williams, CEO, Retirement Clearinghouse
  



Facilitator Terri Fiedler President Retirement Services Corebridge Financial

Speaker Scott David CEO Fiduciary Services Group

Speaker Dan Doonan Executive Director National Institute on Retirement Security

Speaker Nick Good President Ascensus

Speaker Mike Norman President Galliard Capital Management

Speaker Spencer Williams CEO Retirement Clearinghouse

• Track III: Tactical & Strategic Opportunities: WealthTech Firms Mergers & Acquisitions (Including Investment Banks & Private Equity Buyers) and the Pathway to Initial Public Offerings (IPOs)
  
• Facilitated by Cheryl Nash, President, APL InvestCloud
• Speakers
• Heather Bellini, President, InvestCloud
  
• Lori Hardwick, Senior Strategic Advisor, Genstar Capital
  
• Colin Motley, Partner, Bain Capital Private Equity
  
• John Plansky, Business Head, State Street Wealth Services
  
• Pete VanDeventer, Managing Director, The Goldman Sachs Group
  



Facilitator Cheryl Nash President APL InvestCloud

Speaker Heather Bellini President InvestCloud

Speaker Lori Hardwick Senior Strategic Advisor Genstar Capital

Speaker Colin Motley Partner Bain Capital Private Equity

Speaker John Plansky Business Head State Street Wealth Services

Speaker Pete VanDeventer Managing Director The Goldman Sachs Group

11:30am-11:45am: Break

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

• Track I: Investment Management: Alternative Investments
  
• Facilitated by Rob Klapprodt, Chief Strategy Officer, Vestmark
• Speakers
• Tim Bonacci, CEO, Luma Financial Technologies
  
• Ric Edelman, CEO, Digital Assets Council of Financial Professionals
  
• Ryan Eisenman, CEO, Arch
  
• Rafay Farooqui, CEO, SUBSCRIBE
  
• Steven Feldman, CEO, GBI
  
• Mark Patricof, CEO, Patricof Company
  



Facilitator Rob Klapprodt Chief Strategy Officer Vestmark

Speaker Tim Bonacci CEO Luma Financial Technologies

Speaker Ric Edelman CEO Digital Assets Council of Financial Professionals

Speaker Ryan Eisenman CEO Arch

Speaker Rafay Farooqui CEO SUBSCRIBE

Speaker Steven Feldman CEO GBI

Speaker Mark Patricof CEO Patricof Company

• Track II: Wealth Management: Leading-Edge WealthTech Solutions
  
• Facilitated by Connor Coughlin, Chief Commercial Officer, Apex Fintech Solutions
• Speakers
• Bob Clare, CEO, FiSpoke
  
• Mark Friedenthal, CEO, Tolerisk
  
• Brendan King, CEO, Wavvest
  
• Mike Lecours, Co-Founder, fpPathfinder
  
• Dan Zitting, CEO, Nitrogen
  



Facilitator Connor Coughlin Chief Commercial Officer Apex Fintech Solutions

Speaker Bob Clare CEO FiSpoke

Speaker Mark Friedenthal CEO Tolerisk

Speaker Brendan King CEO Wavvest

Speaker Mike Lecours Co-Founder fpPathfinder

Speaker Dan Zitting CEO Nitrogen

• Track III: Tactical & Strategic Opportunities: Artificial Intelligence in Wealth Management
  
• Facilitated by Siddhartha Oza, Co-CEO, SoraFinance
• Speakers
• Dave Blair, CEO, Ridgeline
  
• Mark Casady, Partner, Vestigo Ventures
  
• Praveen Ghanta, CEO, Fraction.Work
  
• Era Jain, CEO, Zeplyn.ai
  
• Jud Mackrill, Co-Founder, Milemarker
  
• Damian Scavo, CEO, Streetbeat
  



Facilitator Siddhartha Oza Co-CEO SoraFinance

Speaker Dave Blair CEO Ridgeline

Speaker Mark Casady Partner Vestigo Ventures

Speaker Praveen Ghanta CEO Fraction.Work

Speaker Era Jain CEO Zeplyn.ai

Speaker Jud Mackrill Co-Founder Milemarker

Speaker Damian Scavo CEO Streetbeat

12:45pm-1:00pm: Tiburon CEO Summit XLVIII Closing Networking Opportunity

1:00pm: Conclusion