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Tiburon CEO Summit XXXVI - Meeting Agenda
Tiburon CEO Summit XXXVI will officially start at 7:45am on Tuesday, April 2, 2019, at The Wagner at the Battery (FKA The Ritz Carlton Hotel) in New York, NY, include a group dinner that night, and finish at 2:00pm on Wednesday, April 3, 2019.
More casually, Tiburon CEO Summit XXXVI will begin with a cocktail reception Monday, April 1, 2019, at 6:00pm.
Meeting
Agenda
The planned
agenda is as follows:
Monday, April 1, 2019
6:00pm-8:00pm: Cocktail
Reception
- Location: The Wagner at the Battery (FKA The Ritz Carlton Hotel) in New York, NY
Tuesday,
April 2, 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 XXXVI Welcome
Moderator
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8:00am-8:45am:
Panel Discussion
- Ask the Consumers
- Facilitated by Coming Soon
- Consumers
- Helen G.
- Consumer #2 Coming Soon
- Consumer #3 Coming Soon
- Consumer #4 Coming Soon
Facilitator
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Helen G.
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Consumer #2
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Consumer #3
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Consumer #4
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8:45am-9:00am:
Break
9:00am-10:30am: Tiburon CEO Summit XXXVI - Keynote Presentation
- The Top Six Wealth Management Industry Trends & Wealth Management Industry Strategic Activity
- Presented by Chip Roame, Managing Partner, Tiburon Strategic Advisors
- Introduced by Coming Soon
Keynote Presenter
Chip
Roame
Managing Partner
Tiburon Strategic Advisors |
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10:30am-10:45am:
Break
10:45am-11:30am: Tiburon Fireside Chat
- Prior Tiburon CEO Summit Award Recipient Fireside Chat
- Presented by Walt Bettinger, CEO, The Charles Schwab Corporation
- Facilitated by Chip Roame, Managing Partner, Tiburon Strategic Advisors
Facilitator
Chip
Roame
Managing Partner
Tiburon Strategic Advisors |
Speaker
Walt Bettinger
CEO
The Charles Schwab Corporation |
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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
- Tom Bradley, CEO, Tom Bradley Advisors
- Scott Curtis, President, Raymond James Financial Services
- Jim Nagengast, CEO, Securities America
- Coming Soon
Facilitator
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Speaker
Tom Bradley
CEO
Tom Bradley Advisors
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Speaker
Scott Curtis
President
Raymond James Financial Services
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Speaker
Jim Nagengast
CEO
Securities America
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Speaker
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- Roundtable Discussion II: Financial Advisor Technology
- Facilitated by Coming Soon
- Speakers
- Lori Hardwick, President, Advisor Innovation Labs
- Clara Shih, CEO, Hearsay Systems
- Coming Soon
- Coming Soon
Facilitator
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Speaker
Lori Hardwick
President
Advisor Innovation Labs
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Speaker
Clara Shih
CEO
Hearsay Systems
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Speaker
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Speaker
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- Roundtable Discussion III: How Demographics Drive Change - Women & Millennials
- Facilitated by Coming Soon
- Speakers
- Gayle Crowell, Senior Advisor, Warburg Pincus
- Salene Hitchcock-Gear, President, Prudential Individual Life Insurance
- Bridget McNamara-Fenesy, CEO, M Holdings Securities
- Jan Molino, CEO, Aspire Ascend
Facilitator
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Speaker
Gayle Crowell
Senior Advisor
Warburg Pincus
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Speaker
Salene Hitchcock-Gear
President
Prudential Individual Life Insurance
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Speaker
Bridget McNamara-Fenesy
CEO
M Holdings Securities
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Speaker
Jan Molino
CEO
Aspire Ascend
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1:00pm-1:15pm: Break
1:15pm-2:15pm: Roundtable Discussions
- Roundtable Discussion I: Ask the Leading Advisors
- Facilitated by Coming Soon
- Speakers
- Ron Carson, CEO, Carson Wealth Management Group
- Kim Fleming, CEO, Hefren-Tillotson
- Kevin Mahn, President, Hennion & Walsh Asset Management
- Al Zdenek, Executive Vice President, Mercer Advisors
Facilitator
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Speaker
Ron Carson
CEO
Carson Wealth Management Group
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Speaker
Kim Fleming
CEO
Hefren-Tillotson
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Speaker
Kevin Mahn
President
Hennion & Walsh Asset Management
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Speaker
Al Zdenek
Executive Vice President
Mercer Advisors
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- Roundtable Discussion II: Discount Brokers, Robo Advisors, FANG Companies, & Other B2C Models
- Facilitated by Coming Soon
- Speakers
- Ramya Joseph, CEO, Pefin
- Ram Subramaniam, President, Fidelity Brokerage Services
- Coming Soon
- Coming Soon
Facilitator
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Speaker
Ramya Joseph
CEO
Pefin
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Speaker
Ram Subramaniam
President
Fidelity Brokerage Services
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Speaker
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Speaker
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- Roundtable Discussion III: Investment Management 2.0: Indexing & Alternatives
- Facilitated by Coming Soon
- Speakers
- Jim Dowd, President, North Capital
- Harold Evensky, Chairman, Evensky & Katz/Foldes Financial Management
- Hunter Horsley, CEO, Bitwise Asset Management
- James Waldinger, CEO, Artivest
Facilitator
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Speaker
Jim Dowd
President
North Capital
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Speaker
Harold Evensky
Chairman
Evensky & Katz/Foldes Financial Management
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Speaker
Hunter Horsley
CEO
Bitwise Asset Management
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Speaker
James Waldinger
CEO
Artivest
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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
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Speaker
Craig Wietz
President
First Rate |
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2:45pm-3:30pm
- General Session Panel Discussion: Views from Public Company CEOs
- Facilitated by Coming Soon
- Speakers
- Tim Hockey, CEO, TD Ameritrade
- Karl Roessner, CEO, E*Trade Financial Corporation
- Coming Soon
- Coming Soon
Facilitator
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Speaker
Tim Hockey
CEO
TD Ameritrade
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Speaker
Karl Roessner
CEO
E*Trade Financial Corporation
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Speaker
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Speaker
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3:30pm-3:45pm: Break
3:45pm-4:45pm: Tiburon Talks
- Introduced by Coming Soon
- Economy & Markets in Trump World & Beyond
- Ed Yardeni, President, Yardeni Research
- This Bubble's NOT a Black Swan
- Harry Dent, Founder, Dent Research
- 2019 Policy Outlook and its Impact on Adviser Businesses
- Karen Barr, CEO, Investment Adviser Association (IAA)
- Fiduciary & Suitability Standards
- Knut Rostad, President, The Institute for the Fiduciary Standard
Facilitator
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Speaker
Ed Yardeni
President
Yardeni Research
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Speaker
Harry Dent
Founder
Dent Research
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Speaker
Karen Barr
CEO
Investment Adviser Association
(IAA) |
Speaker
Knut Rostad
President
The Institute for the Fiduciary Standard
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4:45pm-5:00pm: Tiburon
CEO Summit XXXVI Day #1 Recap & Closing
5:00pm-6:30pm: Free Time & Guided Walks to Dinner
- Option #1: Meet in lobby of The Wagner at the Battery at 6:00pm
- Option #2: Meet in lobby of The Wagner at the Battery at 6:15pm
- Option #3: Meet in lobby of The Wagner at the Battery at 6:30pm
7:00pm-9:30pm: Tiburon CEO Summit XXXVI Dinner
- Location: Delmonico's (56 Beaver St, New York, NY 10004) (212-509-1144)
- 7:00pm-7:45pm: Cocktails & Appetizers
- 7:45pm-9:30pm: Dinner
Wednesday, April 3, 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 XXXVI Day #2 Welcome
Moderator
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8:00am-8:45am: Tiburon CEO Summit XXXVI; Key Trends Discussion Session (Four Thoughtful Tiburon Clients to be Invited to Stage to Participate in 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 |
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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
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Speaker
Skip Schweiss
President
TD Ameritrade Trust Company
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9:15am-10:15am: Panel Discussion
- Financial Technology Mergers & Acquisitions
- Facilitated by Coming Soon
- Speakers
- Coming Soon
- Coming Soon
- Coming Soon
- Coming Soon
Facilitator
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Speaker
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Speaker
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Speaker
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Speaker
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10:15am-10:30am: Break
10:30am-11:30am: Panel Discussion
- Investment Management Firms Mergers & Acquisitions
- Facilitated by Coming Soon
- Speakers
- Bruno del Ama, Former CEO, Global X
- Brendan Clark, CEO, Clark Capital Management Group
- Nate Dalton, CEO, Affiliated Managers Group (AMG)
- Coming Soon
Facilitator
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Speaker
Bruno del Ama
Former CEO
Global X
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Speaker
Brendan Clark
CEO
Clark Capital Management Group
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Speaker
Nate Dalton
CEO
Affiliated Managers Group (AMG)
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Speaker
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11:30am-11:45am: Break
11:45am-12:45pm: Panel Discussion
- Financial Advisor Mergers & Acquisitions
- Facilitated by Coming Soon
- Speakers
- Dave Barton, Vice Chairman, Mercer Advisors
- Adam Birenbaum, CEO, Buckingham Family of Financial Services
- Sandra Nesbit, Managing Director, Mercer Advisors
- Elliot Weissbluth, Chairman, HighTower
Facilitator
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Speaker
Dave Barton
Vice Chairman
Mercer Advisors
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Speaker
Adam Birenbaum
CEO
Buckingham Family of Financial Services
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Speaker
Sandra Nesbit
Managing Director
Mercer Advisors
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Speaker
Elliot Weissbluth
Chairman
HighTower
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12:45pm-1:45pm: Panel Discussion
- Venture Capital & Private Equity
- Facilitated by Coming Soon
- Speakers
- Tracy Chadwell, Founding Partner, 1843 Capital
- Mark Rodrigues, Partner, Illuminate Financial Management
- Coming Soon
- Coming Soon
Facilitator
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Speaker
Tracy Chadwell
Founding Partner
1843 Capital
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Speaker
Mark Rodrigues
Partner
Illuminate Financial Management
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Speaker
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Speaker
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1:45pm-2:00pm: Tiburon
CEO Summit XXXVI Recap & Closing
2:00pm: Dismissal & Open Discussion
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