Tiburon CEO Summit XXXVII - Meeting Agenda

Tiburon CEO Summit XXXVII will officially start at 7:45am on Tuesday, October 8, 2019, at The Ritz Carlton Hotel in San Francisco, CA, include a group dinner that night, and finish at 2:00pm on Wednesday, October 9, 2019.

More casually, Tiburon CEO Summit XXXVII will begin with a cocktail reception Monday, October 7, 2019, at 6:00pm.


Meeting Agenda

The planned agenda is as follows:

Monday, October 7, 2019

6:00pm-8:00pm: Cocktail Reception

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

Tuesday, October 8, 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 XXXVII Welcome

  • Presented by Coming Soon

Moderator

 

 

 

 

8:00am-8:45am: Panel Discussion

  • Ask the Consumers
  • Facilitated by Coming Soon
  • Consumers
    • Consumer #1 Coming Soon
    • Consumer #2 Coming Soon
    • Consumer #3 Coming Soon
    • Consumer #4 Coming Soon

Facilitator

Consumer #1

Consumer #2

Consumer #3

Consumer #4

8:45am-9:00am: Break

9:00am-10:30am: Tiburon CEO Summit XXXVII - Keynote Presentation

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

Keynote Presenter
Chip Roame
Managing Partner
Tiburon Strategic Advisors




10:30am-10:45am: Break

10:45am-11:30am: Tiburon Fireside Chat

  • Prior Tiburon CEO Summit Award Recipient Fireside Chat
  • Featuring by Chuck Schwab, Chairman, The Charles Schwab Corporation
  • Facilitated by Chip Roame, Managing Partner, Tiburon Strategic Advisors

Facilitator
Chip Roame
Managing Partner
Tiburon Strategic Advisors

Speaker
Chuck Schwab
Chairman
The Charles Schwab Corporation

 

 


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
      • Coming Soon
      • Coming Soon
      • Coming Soon
      • Coming Soon

    Facilitator

    Speaker

    Speaker

    Speaker

    Speaker

  • Roundtable Discussion II: Financial Advisor Technology
    • Facilitated by Coming Soon
    • Speakers
      • Coming Soon
      • Coming Soon
      • Coming Soon
      • Coming Soon

    Facilitator

    Speaker

    Speaker

    Speaker

    Speaker

  • Roundtable Discussion III: Alternative Investments
    • Facilitated by Coming Soon
    • Speakers
      • Coming Soon
      • Coming Soon
      • Coming Soon
      • Coming Soon

    Facilitator

    Speaker

    Speaker

    Speaker

    Speaker

1:00pm-1:15pm: Break

1:15pm-2:15pm: Roundtable Discussions

  • Roundtable Discussion I: Discount Brokers, Robo Advisors, FANG Companies, & Other B2C Models
    • Facilitated by Coming Soon
    • Speakers
      • Coming Soon
      • Coming Soon
      • Coming Soon
      • Coming Soon

    Facilitator

    Speaker

    Speaker

    Speaker

    Speaker

  • Roundtable Discussion II: Ask the Leading Advisors
    • Facilitated by Coming Soon
    • Speakers
      • Coming Soon
      • Coming Soon
      • Coming Soon
      • Coming Soon

    Facilitator

    Speaker

    Speaker

    Speaker

    Speaker

  • Roundtable Discussion III: Socially Responsible Investing
    • Facilitated by Coming Soon
    • Speakers
      • Coming Soon
      • Coming Soon
      • Coming Soon
      • Coming Soon

    Facilitator

    Speaker

    Speaker

    Speaker

    Speaker

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

Speaker
Craig Wietz
President
First Rate

 

 


2:45pm-3:45pm: Tiburon Talks

  • Introduced by Coming Soon
  • The Impact of an Aging Population
    • Ken Dychtwald, CEO, Age Wave
  • Topic Coming Soon
    • Coming Soon
  • Behavioral Governance: The Interrelationships Between Leadership, Stewardship, & Governance
    • Don Trone, CEO, 3ethos

Facilitator

Speaker
Ken Dychtwald
 CEO
Age Wave

Speaker

Speaker
Don Trone
 CEO
3ethos


3:45pm-4:00pm: Break

4:00pm-4:45pm: Tiburon Fireside Chat

  • Prior Tiburon CEO Summit Award Recipient Fireside Chat
  • Featuring Ken Fisher, Executive Chairman, Fisher Investments
  • Facilitated by Chip Roame, Managing Partner, Tiburon Strategic Advisors

Facilitator
Chip Roame
Managing Partner
Tiburon Strategic Advisors

Speaker
Ken Fisher
Executive Chairman
Fisher Investments

 

 


 

4:45pm-5:00pm: Tiburon CEO Summit XXXVII Day #1 Recap & Closing

  • Presented by Coming Soon

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 XXXVII 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 9, 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 XXXVII Day #2 Welcome

  • Presented by Coming Soon

Moderator

 

 

 

 

8:00am-8:45am: Tiburon CEO Summit XXXVII - 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

 

 

 

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

Speaker
Skip Schweiss
President
TD Ameritrade Trust Company

 


9:15am-10:15am: Tiburon Talks

  • Introduced by Coming Soon
  • Topic Coming Soon
    • Coming Soon
  • Topic Coming Soon
    • Coming Soon
  • Taking a Systematic Approach to Investing
    • Gerard O'Reilly, Co-CEO, Dimensional Fund Advisors

Facilitator

Speaker

Speaker

Speaker
Gerard O'Reilly
 Co-CEO
Dimensional Fund Advisors


10:15am-10:30am: Break

10:30am-11:15am: Panel Discussion

  • Views from Public Company CEOs
  • Facilitated by Coming Soon
  • Speakers
    • Eric Colson,CEO, Artisan Partners
    • Anthony DeChellis, CEO, Boston Private Financial Holdings
    • Neil Hennessy, Chairman, Hennessy Advisors
    • Coming Soon

Facilitator

Speaker
Eric Colson
 CEO
Artisan Partners

Speaker
Anthony DeChellis
 CEO
Boston Private Financial Holdings

Speaker
Neil Hennessy
 Chairman
Hennessy Advisors

Speaker

11:15am-11:30am: Break

11:30am-12:30pm: Panel Discussion

  • Financial Advisor Mergers & Acquisitions
  • Facilitated by Coming Soon
  • Speakers
    • Fielding Miller, CEO, Cap Trust Financial Advisors
    • Coming Soon
    • Coming Soon
    • Coming Soon

Facilitator

Speaker
Fielding Miller
 CEO
Cap Trust Financial Advisors

Speaker

Speaker

Speaker

12:30pm-12:45pm: Break

12:45pm-1:45pm: Panel Discussion

  • Venture Capital & Private Equity
  • Facilitated by Coming Soon
  • Speakers
    • Mike Martin, Managing Director, Financial Services Group, Warburg Pincus
    • Coming Soon
    • Coming Soon
    • Coming Soon

Facilitator

Speaker
Mike Martin
 Managing Director
Financial Services Group
Warburg Pincus

Speaker

Speaker

Speaker

1:45pm-2:00pm: Tiburon CEO Summit XXXVII Recap & Closing

  • Presented by Coming Soon

2:00pm: Dismissal & Open Discussion