Tiburon CEO Summit XL - Meeting Agenda

Tiburon CEO Summit XL will officially start at 7:45am on Tuesday, April 13, 2021, at The Wagner at the Battery Hotel (FKA The Ritz Carlton Hotel) in New York, NY, include a group dinner that night, and finish at 1:00pm on Wednesday, April 14, 2021.

More casually, Tiburon CEO Summit XL will begin with a cocktail reception Monday, April 12, 2021, at 6:00pm.


Meeting Agenda

The planned agenda is as follows:

Monday, April 12, 2021


6:00pm-8:00pm: Cocktail Reception

  • Location: The Wagner at the Battery Hotel in New York, NY

Tuesday, April 13, 2021

7:00am-7:45am: Continental Breakfast

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

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

  • Presented by Coming Soon

Speaker

 

 

 

 

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

  • Covid-19: CEO Issues Around the Economy, Markets, 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 XL - 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
    • Craig Wietz, President, First Rate
  • Introduced by Coming Soon

Speaker
Scott Hanson
Co-CEO
Allworth Financial

Speaker
Craig Wietz
President
First Rate

 

 


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

  • Prior Tiburon CEO Summit Award Recipient Fireside Chat
  • Featuring Mark Casady, Partner, Vestigo Ventures
  • Facilitated by Chip Roame, Managing Partner, Tiburon Strategic Advisors

Facilitator
Chip Roame
Managing Partner
Tiburon Strategic Advisors

Speaker
Mark Casady
Partner
Vestigo Ventures

 

 


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
    • Jenny Johnson, CEO, Franklin Resources
    • Kunal Kapoor, CEO, Morningstar
    • Cyrus Taraporevala, CEO, State Street Global Advisors

Facilitator
Stuart DePina
President
Envestnet

Speaker
Rudy Adolf
CEO
Focus Financial Partners

Speaker
Jenny Johnson
CEO
Franklin Resources

Speaker
Kunal Kapoor
CEO
Morningstar

Speaker
Cyrus Taraporevala
CEO
State Street Global Advisors

3:15pm-3:30pm: Break

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

  • Speakers
    • Skip Schweiss, CEO, Summit Enterprises
    • Alan Clopine, CEO, Pure Financial Advisors

Speaker
Skip Schweiss
CEO
Summit Enterprises

Speaker
Alan Clopine
CEO
Pure Financial Advisors

 



3:45pm-4:45pm: Panel Discussion

  • Diversity, Equity, & Inclusion (DEI): Creating the Culture to Support Women & Minority Executives
  • Facilitated by Cheryl Nash, CEO, Tegra118
  • Speakers
    • Tariq Khan, CEO, Global Diversity Marketing
    • Coming Soon
    • Coming Soon
    • Coming Soon

Facilitator
Cheryl Nash
CEO
Tegra118

Speaker
Tariq Khan
CEO
Global Diversity Marketing

Speaker

Speaker

Speaker

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

6:30pm-9:30pm: Tiburon CEO Summit XL Dinner

  • Location: Delmonico's (56 Beaver St, New York, NY 10004) (212-509-1144)
  • 6:30pm-7:30pm: Cocktails & Appetizers
  • 7:30pm-9:30pm: Dinner

Wednesday, April 14, 2021

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

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

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

  • Presented by Matt Brown, CEO, CAIS

Moderator
Matt Brown
CEO
CAIS

 

 

 

 

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

  • Next Generation of Leaders: Creating the Culture to Support Next Generation Leaders
  • Facilitated by Cheryl Nash, CEO, Tegra118
  • Speakers
    • Coming Soon
    • Coming Soon
    • Coming Soon
    • Coming Soon

Facilitator
Cheryl Nash
CEO
Tegra118

Speaker

Speaker

Speaker

Speaker

9:00am-9:15am: Break

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

Track I:
Financial Products
Track II:
Distribution & Technology
Track III:
Strategic Opportunities & Capital Allocation
i. Investment Management 2.0: Indexing, Active, & Alternatives i. Financial Advisor Channels i. Venture Capital & Growth Equity: B2C & Financial Advisor Technology
ii. ESG & Impact Investing ii. Leading Financial Advisors (Including Robo Advisors) ii. Private Equity: Wealth Management & WealthTech
iii. Beyond Investments: Insurance, Credit, Etc. iii. Financial Advisor Technology iii. Mergers & Acquisitions: Wealth Management

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

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

    Facilitator

    Speaker
    Larry Allen
    CEO
    NYPPEX

    Speaker
    Eduardo Repetto
    Chief Investment Officer
    Avantis Investors

    Speaker
    Matt Witkos
    President
    Eaton Vance Distributors

    Speaker

  • Track II: Distribution & Technology: i. Financial Advisor Channels
    • Facilitated by Matt Wilson, President, E*Trade Advisor Services
    • Speakers
      • Karen Barr, CEO, Investment Adviser Association (IAA)
      • Ryan Diachok, President, Geneos Wealth Management
      • Jodi Perry, President, Independent Contractor Division, Raymond James Financial
      • Mark Steffe, President, First Command Financial Services

    Facilitator
    Matt Wilson
    President
    E*Trade Advisor Services

    Speaker
    Karen Barr
    CEO
    Investment Adviser Association (IAA)

    Speaker
    Ryan Diachok
    President
    Geneos Wealth Management

    Speaker
    Jodi Perry
    President
    Independent Contractor Division
    Raymond James Financial

    Speaker
    Mark Steffe
    President
    First Command Financial Services

  • Track III: Strategic Opportunities & Capital Allocation: i. Venture Capital & Growth Equity: B2C & Financial Advisor Technology
    • Facilitated by Anthony Perkins, Co-Chief Investment Officer, Tegra118
    • Speakers
      • Rob Anderson, Partner, Payments & Transaction Processing, FTV Capital
      • Will Bressman, CEO, RIA in a Box
      • Margaret Hartigan, CEO, Marstone
      • David Knoch, CEO, Docupace Technologies

    Facilitator
    Anthony Perkins
    Co-Chief Investment Officer
    Tegra118

    Speaker
    Rob Anderson
    Partner
    Payments & Transaction Processing
    FTV Capital

    Speaker
    Will Bressman
    CEO
    RIA in a Box

    Speaker
    Margaret Hartigan
    CEO
    Marstone

    Speaker
    David Knoch
    CEO
    Docupace Technologies

10:15am-10:30am: Break

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

  • Track I: Financial Products: ii. ESG & Impact Investing
    • Facilitated by Craig Wietz, President, First Rate
    • Speakers
      • Amit Bouri, CEO, Global Impact Investing Network (GIIN)
      • Ron Cordes, Co-Founder, Cordes Foundation
      • Jenn Kenning, CEO, Align Impact
      • Patrick McKenna, Managing Partner, Catalyst Opportunity Funds

    Facilitator
    Craig Wietz
    President
    First Rate

    Speaker
    Amit Bouri
    CEO
    Global Impact Investing Network (GIIN)

    Speaker
    Ron Cordes
    Co-Founder
    Cordes Foundation

    Speaker
    Jenn Kenning
    CEO
    Align Impact

    Speaker
    Patrick McKenna
    Managing Partner
    Catalyst Opportunity Funds

  • Track II: Distribution & Technology: ii. Leading Financial Advisors (Including Robo Advisors)
    • Facilitated by Eric Clarke, CEO, Orion Advisor Solutions
    • Speakers
      • Josh Brown, CEO, Ritholtz Wealth Management
      • Wendy Hartman, President, Buckingham Strategic Wealth
      • Jed Laskowitz, CEO, Intelligent Digital Solutions, JP Morgan Asset & Wealth Management
      • Michael Nathanson, CEO, The Colony Group

    Facilitator
    Eric Clarke
    CEO
    Orion Advisor Solutions

    Speaker
    Josh Brown
    CEO
    Ritholtz Wealth Management

    Speaker
    Wendy Hartman
    President
    Buckingham Strategic Wealth

    Speaker
    Jed Laskowitz
    CEO
    Intelligent Digital Solutions
    JP Morgan Asset & Wealth Management

    Speaker
    Michael Nathanson
    CEO
    The Colony Group

  • Track III: Strategic Opportunities & Capital Allocation: ii. Private Equity: Wealth Management & WealthTech
    • Facilitated by Coming Soon
    • Speakers
      • Ric Edelman, Executive Chairman, Investor Education & Client Experience, Edelman Financial Engines
      • Chris Egan, Managing Partner, Advent International
      • Chris Harrington, Partner, KKR
      • Fielding Miller, CEO, Cap Trust Financial Advisors

    Facilitator

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

    Speaker
    Chris Egan
    Managing Partner
    Advent International

    Speaker
    Chris Harrington
    Partner
    KKR

    Speaker
    Fielding Miller
    CEO
    Cap Trust Financial Advisors

11:30am-11:45am: Break

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

  • Track I: Financial Products: iii. Beyond Investments: Insurance, Credit, Etc.
    • Facilitated by Coming Soon
    • Speakers
      • Caleb Callahan, President, ValMark Financial Group
      • Coming Soon
      • Coming Soon
      • Coming Soon

    Facilitator

    Speaker
    Caleb Callahan
    President
    ValMark Financial Group

    Speaker

    Speaker

    Speaker

  • Track II: Distribution & Technology: iii. Financial Advisor Technology
    • Facilitated by Michael Pinsker, President, Docupace Technologies
    • Speakers
      • Dave Stone, CEO, First Rate
      • Coming Soon
      • Coming Soon
      • Coming Soon

    Facilitator
    Michael Pinsker
    President
    Docupace Technologies

    Speaker
    Dave Stone
    CEO
    First Rate

    Speaker

    Speaker

    Speaker

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

    Facilitator

    Speaker
    John Bahnken
    President
    Citizens Wealth Management

    Speaker
    Brent Brodeski
    CEO
    Savant Capital Management

    Speaker
    Bruce Cameron
    CEO
    Berkshire Global Advisors

    Speaker

 

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

1:00pm: Dismissal & Open Discussion