Tiburon CEO Summit L • Meeting Agenda

Tiburon CEO Summit L
Meeting Agenda

April 20–22, 2026 San Francisco Palace Hotel, San Francisco, CA Tiburon CEO Summit L

Monday April 20, 2026 — Welcome Evening

5:00pm

7:00pm

Welcome Reception

Welcome Reception Featuring a High-End Bar & Local Specialty Appetizers

Location: San Francisco Palace Hotel, San Francisco, CA

Tuesday April 21, 2026 — Full Day of Sessions

6:45am

8:45am

Breakfast Buffet — Attendees may bring breakfast to the opening session

7:45am

8:10am

Welcome

Tiburon CEO Summit L Welcome

Moderator

Olivia Eisinger

Business Head
Advisory
Apex Fintech Solutions

8:10am

9:10am

Panel Discussion

Ask the Clients Panel Discussion

Clients: Aviva C., Steve C., Mark L., Rob L., William T., Ruojuan Y.

Facilitator

Mark Bruno

Managing Director
Emigrant Partners

9:10am

9:25am

Break

9:25am

10:25am

Keynote Presentation

Tiburon CEO Summit L — Keynote Presentation

United States of America Wealth & Investment Management (& WealthTech) Key Trends

Keynote Presenter

Chip Roame

Managing Partner
Tiburon Strategic Advisors

10:25am

10:40am

Break

10:40am

12:20pm

Tiburon Talks

Tiburon Talks: Strategic Views from Wealth & Investment Management Consulting Firms

Introducer

Craig Wietz

President
First Rate

Presenting Together

Speaker

Vlad Golyk

Partner
McKinsey & Company

Speaker

Jill Zucker

Senior Partner
McKinsey & Company

Speaker

Justin Miller

Partner
Bain & Company

Speaker

Debasis Sahu

Partner
PwC

Speaker

Thomas Olsen

Partner
Bain & Company

Speaker

Matt Harris

Senior Partner
Alpha Financial Markets Consulting

12:20pm

12:45pm

Casual Lunch Break

12:45pm

1:40pm

Discussion

United States Wealth & Investment Management (& WealthTech) Key Trends: A Broad Discussion Between Tiburon & Leading Strategy Consulting Firm Partners

Facilitator

Chip Roame

Managing Partner
Tiburon Strategic Advisors

Continuing Panelists from Tiburon Talks

Vlad Golyk — McKinsey & Company
Matt Harris — Alpha Financial Markets Consulting
Justin Miller — Bain & Company
Thomas Olsen — Bain & Company
Debasis Sahu — PwC
Jill Zucker — McKinsey & Company

1:40pm

1:55pm

Break

1:55pm

2:10pm

Tiburon Connect

Tiburon Impact Adventures

Speaker

Scott Hanson

Vice Chairman
Allworth Financial

Speaker

Sean Lambert

President
San Diego & Baja
Youth with a Mission

Speaker

Giezi Niño

Campus Director
San Antonio del Mar Campus
Youth with a Mission

Speaker

Craig Wietz

President
First Rate

2:10pm

3:10pm

Panel Discussion

Wealth Management Firms CEOs Panel Discussion

Facilitator

Tom McCarthy

Chief Distribution Officer
DPL Financial Partners

Panelist

Marty Bicknell

CEO
Mariner

Panelist

Larry Restieri

CEO
Hightower

Panelist

Brian Riley

Business Head
BNY Wealth

Panelist

Avy Stein

Co-Chairman
Cresset Capital Management

3:10pm

3:25pm

Break

3:25pm

3:40pm

Tiburon Connect

Skip & Chip's Excellent Adventures

Speaker

Skip Schweiss

CEO
Sierra Investment Management

Speaker

Alan Clopine

Executive Chairman
Pure Financial Advisors

3:40pm

5:00pm

Tiburon Talks

Tiburon Talks: Strategic & Tactical Views from Academics, Trade Associations, & the Media

Introducer

Ahmad El-Katib

Chief Product Officer
First Rate

Speaker

Adam Aderton

Partner
Simpson, Thacher, & Bartlett

Speaker

Eric Pan

CEO
Investment Company Institute (ICI)

Speaker

Bob Veres

Publisher
Inside Information

Speaker

Ian Wenik

Editor
CityWire RIA

5:30pm

10:30pm

Group Dinner

Tiburon CEO Summit L Group Dinner

Location: Bungalow Kitchen, 5 Main St, Tiburon, CA 94920

To Tiburon

▴

Ferry — Departure from Palace Hotel 5:25 PM (18 Minute Walk) · SF Ferry Building Boarding (Gate B) 5:45 PM · Departure 5:55 PM · Arrival at Tiburon 6:35 PM

▴

Bus — Departure from Palace Hotel 5:30 PM · Arrival at Bungalow Kitchen 6:30 PM

▴

Uber — Available at your discretion; depart at any time that suits your schedule

6:30 – 9:30pm

Group Dinner including Cocktails and Appetizers

Return to San Francisco

▴

Bus — Departure from Bungalow Kitchen 8:30 PM · Arrival at Palace Hotel 9:15 PM

▴

Ferry — Tiburon Boarding 9:15 PM · Departure 9:30 PM · Arrival at SF Ferry Building 10:10 PM

▴

Uber — Available at your discretion; depart at any time that suits your schedule

Wednesday April 22, 2026 — CEO Roundtable Parallel Tracks

7:00am

7:45am

Breakfast Buffet — Attendees should feel free to bring breakfast to the CEO Roundtables.

8:00am

9:00am

CEO Roundtable Discussions

Three simultaneous tracks.

Wealth & Investment Management Session Rose Ballroom

Leading-Edge Fee-Based Financial Advisors (RIAs), Including Robo Advisors, Hybrid Digital Advice Providers, Artificial Intelligence, & Other Leading-Edge B2C Models

Facilitator

Yaela Shamberg

Chief Product Officer
Communify

Panelist

Bill Capuzzi

CEO
Apex Fintech Solutions

Panelist

John Clendening

CEO
Earned Wealth

Panelist

Fahad Hassan

CEO
Range

Panelist

Sarah Levy

CEO
Betterment

Panelist

David Stedman

CEO
BrightDime

Business Building Session Gold Ballroom

Comprehensive Financial Planning: Retirement Planning, Retirement Income Planning, Social Security Planning, Tax Planning, Estate Planning, & More

Facilitator

Connor Coughlin

Chief Commercial Officer
Apex Fintech Solutions

Panelist

Jim Combs

CEO
National Advisors Trust

Panelist

Ben Cruikshank

President
Flourish

Panelist

David Lau

CEO
DPL Financial Partners

Panelist

Steve Lockshin

Founder
Vanilla

Panelist

Joe Mrak

CEO
Foundation Source

Panelist

Eric Rachmel

CEO
OLarry

Strategic Opportunities Session Concert Ballroom

WealthTech: Venture Capital & Growth Equity

Facilitator

Tom Severance

Chief Revenue Officer
OneVest

Panelist

Wayne Baker

Chief Investment Officer
TIAA Ventures

Panelist

Matt Le Merle

CEO
Fifth Era Partners

Panelist

Rashmi Gopinath

Managing Partner
BAM Corner Point

Panelist

David Jegen

Managing Partner
F-Prime Capital

9:00am

9:15am

Break

9:15am

10:15am

CEO Roundtable Discussions

Wealth & Investment Management Session Rose Ballroom

Independent Advisor Channels & Break-Away Broker Platforms

Facilitator

Tom Smith

Chief Growth Officer
DPL Financial Partners

Panelist

Greg Bruce

President
Raymond James RIA & Custody Division

Panelist

James Poer

CEO
Kestra Holdings

Panelist

Brad Smithy

President
Wealth Management
Elevation Point

Panelist

Neil Turner

Co-CEO
NewEdge Advisors

Business Building Session Gold Ballroom

Wealth Management Marketing & Lead Generation Strategies

Facilitator

Heather Rosato

Chief Marketing Officer
DPL Financial Partners

Panelist

Karen Barrett

CEO
Unbiased

Panelist

Satayan Mahajan

CEO
Datalign Advisory

Panelist

Eden Ovadia

CEO
Finny

Panelist

Marie Swift

CEO
Impact Communications

Panelist

Alan Clopine

Executive Chairman
Pure Financial Advisors

Strategic Opportunities Session Concert Ballroom

Wealth Management Firm Mergers & Acquisitions

Facilitator

Brian Ross

CEO
Flyer Financial Technologies

Panelist

Bruce Cameron

CEO
Berkshire Global Advisors

Panelist

John Dowd

Chairman
Fiduciary Trust Company International

Panelist

Matt Gelber

Managing Director
Houlihan Lokey

Panelist

Liz Nesvold

Executive Chairwoman
Emigrant Family Office

Panelist

Dan Seivert

CEO
Echelon Partners

10:15am

10:30am

Break

10:30am

11:30am

CEO Roundtable Discussions

Wealth & Investment Management Session Rose Ballroom

Managed Account Programs & Investment Management Products

Facilitator

Jerry Michael

President
Smartleaf

Panelist

Jack Hannah

President
GeoWealth Management

Panelist

Shannon Larson

President
AE Wealth Management

Panelist

Ron Pruitt

President
Wealth Management
Orion Advisor Solutions

Panelist

Patrick Shaddow

President
Syntax

Panelist

Samir Vasavada

CEO
Vise Technologies

Panelist

Nick Wright

CEO
SS&C Global Investor & Distribution Solutions (GIDS) & Retirement Solutions

Business Building Session Gold Ballroom

WealthTech: Leading-Edge Solutions

Facilitator

Ana Mahony

CEO
Addition Wealth

Panelist

Amar Ahluwalia

CEO
OneVest

Panelist

Rich Cancro

CEO
AdvisorEngine

Panelist

Tom Fields

CEO
Fynancial

Panelist

Brad Joudrie

CEO
Conquest Planning

Panelist

Larry Shumbres

CEO
Archive Intel

Strategic Opportunities Session Concert Ballroom

Private Equity: WealthTech, Wealth Management, & More

Facilitator

Nichole Rush

Managing Director
First Rate Ventures

Panelist

Sal Hasnain

Former Managing Director
Ontario Teachers' Pension Plan (OTPP)

Panelist

Tony Salewski

Managing Partner
Genstar Capital

Panelist

Brad Siegert

Partner
Ardea Partners

Panelist

Kirk Smith

Managing Director
GTCR

Panelist

Keith Taylor

Managing Director
The Cynosure Group

11:30am

11:45am

Break

11:45am

12:45pm

CEO Roundtable Discussions

Wealth & Investment Management Session Rose Ballroom

Alternative Investments Platforms

Facilitator

Tim Buchner

Chief Operating Officer
Private Markets Network
InvestCloud

Panelist

Gary Gallagher

President
iCapital Network

Panelist

Philipp Hemmersbach

CEO
Kapnative

Panelist

Mike Kelly

President
Future Standard

Panelist

Andrew Tarver

President
Private Markets
InvestCloud

Panelist

Dave Thornton

CEO
Vested

Panelist

Alan Zafran

Co-Managing Partner
IEQ Capital

Business Building Session Gold Ballroom

Artificial Intelligence

Facilitator

Jakob Pizzera

Chief Operating Officer
OneVest

Panelist

Devon Drew

CEO
AssetLink

Panelist

Snehal Fulzele

CEO
Uptiq

Panelist

Sindhu Joseph

CEO
CogniCor Technologies

Panelist

Andrei Pop

CEO
Humanity Labs

Panelist

Babu Sivadasan

CEO
Jiffy.ai

Panelist

Darren Tedesco

President
Advisor360

Strategic Opportunities Session Concert Ballroom

WealthTech & Wealth Management Initial Public Offerings (IPOs)

Facilitator

Michael Reed

Partner
Republic Capital Group

Panelist

Neil Abromavage

Managing Director
Global Asset & Wealth Management
TD Cowen

Panelist

Matthias Kristol

Managing Director
W&IM Investment Banking
Jefferies Financial Group

Panelist

Patrick Leonard

Managing Director
Financial Technology
Citigroup

Panelist

Greg Smith

Managing Director
Financial Technology Partners

12:45pm

1:00pm

Tiburon CEO Summit L Closing Networking Opportunity

1:00pm

Conclusion

Questions about the agenda? Contact Sarah Sage — ssage@tiburonadvisors.com

Tiburon CEO Summits

Thousands of Unique Charts Available

Tiburon CEO Summits

Tiburon Membership Benefits

Decades of Industry Expertise

Tiburon CEO Summit L
Meeting Agenda

To Tiburon

Return to San Francisco

Tiburon CEO Summits

Thousands of Unique Charts Available

Tiburon CEO Summits

Tiburon Membership Benefits

Decades of Industry Expertise

Tiburon CEO Summit LMeeting Agenda

To Tiburon

Return to San Francisco

Tiburon CEO Summit L
Meeting Agenda