Tiburon CEO Summit XLVI - Meeting Agenda


Tiburon CEO Summit XLVI will begin with a welcome reception on Monday, April 8, 2024, at 5:00pm at the InterContinental Boston Hotel, Boston, MA, continue with the core meeting agenda at 7:45am on Tuesday, April 9, 2024, including a group dinner that night, and will finish at 1:00pm on Wednesday, April 10, 2024.


Meeting Agenda

The planned agenda is as follows:

Monday, April 8, 2024


5:00pm-8:00pm: Welcome Reception Featuring a High-End Bar & Local Specialty Appetizers

  • Location: InterContinental Boston Hotel

Tuesday, April 9, 2024

7:00am-7:45am: Breakfast Buffet

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

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

  • Presented by Noreen Beaman, Vice Chairman, Orion Advisor Solutions

Moderator
Noreen Beaman
Vice Chairman
Orion Advisor Solutions

 

 

 

 

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

  • Facilitated by Abby Salameh, Chief Marketing Officer, CAIS
  • Clients
    • Client 1
    • Client 2
    • Client 3
    • Client 4
    • Client 5

Facilitator
Abby Salameh
Chief Marketing Officer
CAIS





9:00am-9:15am: Break

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

  • Key Wealth & Investment Management (& WealthTech) Trends
  • Presented by Chip Roame, Managing Partner, Tiburon Strategic Advisors
  • Introduced by Noreen Beaman, Vice Chairman, Orion Advisor Solutions

Keynote Presenter
Chip Roame
Managing Partner
Tiburon Strategic Advisors





10:45am-11:00am: Break

11:00am-12:00pm: Tiburon Talks: Strategic & Tactical Views from Economists, Market Watchers, Journalists, & Political Pundits

  • Introduced by David Lau, CEO, DPL Financial Partners
  • Michael Finke, Professor, Wealth Management, The American College of Financial Services
    • Topic: Coming Soon
  • Ron Lieber, Columnist, Your Money, The New York Times Company
    • Topic: Coming Soon
  • Dan Clifton, Partner, Strategas Research Partners
    • Topic: Coming Soon

Introducer
David Lau
CEO
DPL Financial Partners

Speaker
Michael Finke
Professor
Wealth Management
The American College of Financial Services

Speaker
Ron Lieber
Columnist
Your Money
The New York Times Company

Speaker
Dan Clifton
Partner
Strategas Research Partners

12:00pm-12:30pm: 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

12:30pm-12:45pm: Tiburon Impact Adventures

  • Speakers
    • Sean Lambert, President, San Diego & Baja, Youth with a Mission
    • Craig Wietz, President, First Rate

Speaker
Sean Lambert
President
San Diego & Baja
Youth with a Mission

Speaker
Craig Wietz
President
First Rate

 

 


12:45pm-1:45pm: Tiburon Talks: Strategic Views from Wealth & Investment Management Consulting Firms

  • Introduced by Ben Cukier, Partner, Centana Growth Partners
  • Gerard du Toit, Partner, Bain & Company
    • Topic: Coming Soon
  • Chris McIntyre, Partner, Asset Management, Boston Consulting Group
    • Topic: Coming Soon
  • Jon Godsall, Senior Partner, Wealth & Asset Management, McKinsey & Company
    • Topic: Coming Soon

Introducer
Ben Cukier
Partner
Centana Growth Partners

Speaker
Gerard du Toit
Partner
Bain & Company

Speaker
Chris McIntyre
Partner
Asset Management
Boston Consulting Group

Speaker
Jon Godsall
Senior Partner
Wealth & Asset Management
McKinsey & Company

1:45pm-2:00pm: Break

2:00pm-2:45pm: Tiburon CEO Summit Award Recipient Fireside Chat

  • Featuring Rudy Adolf, Co-CEO, E-3 Tech and Former CEO, Focus Financial Partners
  • Facilitated by Chip Roame, Managing Partner, Tiburon Strategic Advisors

Facilitator
Chip Roame
Managing Partner
Tiburon Strategic Advisors

Tiburon CEO Summit XLVI Award Recipient
Rudy Adolf
Co-CEO
E-3 Tech and
Former CEO
Focus Financial Partners

 

 


2:45pm-3:00pm: Break

3:00pm-4:00pm: Wealth Management Firms CEOs Panel Discussion

  • Facilitated by Seth Johnson, Business Head, Billing Development, Envestnet
  • Speakers
    • Scott Curtis, President, Private Client Group, Raymond James Financial
    • Naureen Hassan, President, UBS Americas
    • Catherine Keating, CEO, BNY Mellon Wealth Management
    • Ida Liu, Business Head, Citi Private Bank
    • Doris Meister, CEO, Wilmington Trust

Facilitator
Seth Johnson
Business Head
Billing Development
Envestnet

Speaker
Scott Curtis
President
Private Client Group
Raymond James Financial

Speaker
Naureen Hassan
President
UBS Americas

Speaker
Catherine Keating
CEO
BNY Mellon Wealth Management

Speaker
Ida Liu
Business Head
Citi Private Bank

Speaker
Doris Meister
CEO
Wilmington Trust

4:00pm-4:15pm: Break

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

  • Speakers
    • Skip Schweiss, CEO, Sierra Investment Management
    • Bill VanLaw, CEO, WVL Group

Speaker
Skip Schweiss
CEO
Sierra Investment Management

Speaker
Bill VanLaw
CEO
WVL Group

 

 


4:30pm-5:30pm: Investment Management CEOs Panel Discussion

  • Facilitated by Tom McCarthy, Executive Vice President, Sales, Wealth Management, Orion Advisor Solutions
  • Speakers
    • Omar Aguilar, CEO, Charles Schwab Investment Management
    • Kate Burke, President, Allspring Global Investments
    • Dave Butler, Co-CEO, Dimensional Fund Advisors
    • Kevin Charleston, CEO, Loomis, Sayles, & Company
    • Daniel Gamba, President, Northern Trust Asset Management
    • Vadim Zlotnikov, President, Fidelity Institutional

Facilitator
Tom McCarthy
Executive Vice President
Sales
Wealth Management
Orion Advisor Solutions

Speaker
Omar Aguilar
CEO
Charles Schwab Investment Management

Speaker
Kate Burke
President
Allspring Global Investments

Speaker
Dave Butler
Co-CEO
Dimensional Fund Advisors

Speaker
Kevin Charleston
CEO
Loomis, Sayles, & Company

Speaker
Daniel Gamba
President
Northern Trust Asset Management

Speaker
Vadim Zlotnikov
President
Fidelity Institutional

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

  • Location: Local Seafood Restaurant
  • 6:00pm-7:00pm: Cocktails & Appetizers
  • 7:00pm-9:00pm: Group Dinner

Wednesday, April 10, 2024

7:00am-7:45am: Breakfast Buffet

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

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

Track I:
Investment Management
Track II:
Wealth Management
Track III:
Strategic Opportunities

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

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

i. Wealth & Investment Management (Including WealthTech) Venture Capital & Growth Equity Investing

ii. Managed Account Programs & Platforms (TAMPs & Model Marketplaces)

ii. Independent Advisor Channels & Break-Away Broker Platforms

ii. Wealth Management Firms Mergers & Acquisitions (Including Investment Banks & Private Equity Buyers)

iii. Alternative Investments

iii. Leading Nationwide Fee-Based Financial Advisors (RIAs)

iii. WealthTech Firms Mergers & Acquisitions (Including Investment Banks & Private Equity Buyers)

iv. Cryptocurrencies (Digital Assets)

iv. WealthTech Single Point Solutions: Client Relationship Management, Financial Planning, & More

iv. Wealth & Investment Management Capital Markets (Initial Public Offerings (IPOs) & Public Markets) (Including Investment Bankers (Underwriters), Stock Analysts, & More)

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 Heather Rosato, Chief Marketing Officer, DPL Financial Partners
    • Speakers
      • Rohit Agarwal, Co-CEO, SoraFinance
      • Mark Evans, CEO, Conquest Planning
      • Jack Ginter, CEO, Callan Family Office
      • Tim Harrison, CEO, Harrison Financial Services
      • Aaron Schumm, CEO, Vestwell Holdings

    Facilitator
    Heather Rosato
    Chief Marketing Officer
    DPL Financial Partners

    Speaker
    Rohit Agarwal
    Co-CEO
    SoraFinance

    Speaker
    Mark Evans
    CEO
    Conquest Planning

    Speaker
    Jack Ginter
    CEO
    Callan Family Office

    Speaker
    Tim Harrison
    CEO
    Harrison Financial Services

    Speaker
    Aaron Schumm
    CEO
    Vestwell Holdings

  • 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 Randy Lambert, Executive Vice President, Technology Operations, Orion Advisor Solutions
    • Speakers
      • Farouk Ferchichi, President, Data & Analytics Solutions, Envestnet
      • Shruti Joshi, President, Facet Wealth (DBA Facet)
      • Robert Kirk, CEO, InterGen Data
      • Taylor Matthews, CEO, Farther
      • Matt Watson, CEO, Origin Financial

    Facilitator
    Randy Lambert
    Executive Vice President
    Technology Operations
    Orion Advisor Solutions

    Speaker
    Farouk Ferchichi
    President
    Data & Analytics Solutions
    Envestnet

    Speaker
    Shruti Joshi
    President
    Facet Wealth (DBA Facet)

    Speaker
    Robert Kirk
    CEO
    InterGen Data

    Speaker
    Taylor Matthews
    CEO
    Farther

    Speaker
    Matt Watson
    CEO
    Origin Financial

  • Track III: Strategic Opportunities: Wealth & Investment Management (Including WealthTech) Venture Capital & Growth Equity Investing
    • Facilitated by Siddhartha Oza, CEO, SoraFinance
    • Speakers
      • Nick Beim, Partner, Venrock
      • Arvind Purushotham, Business Head, Citi Ventures
      • David Schamis, Founding Partner, Atlas Merchant Capital
      • Matt Streisfeld, Partner, Oak HC/FT
      • Coming Soon

    Facilitator
    Siddhartha Oza
    CEO
    SoraFinance

    Speaker
    Nick Beim
    Partner
    Venrock

    Speaker
    Arvind Purushotham
    Business Head
    Citi Ventures

    Speaker
    David Schamis
    Founding Partner
    Atlas Merchant Capital

    Speaker
    Matt Streisfeld
    Partner
    Oak HC/FT

    Speaker

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 Cheryl Nash, Chief Customer Executive, InvestCloud
    • Speakers
      • Amar Ahluwalia, CEO, OneVest
      • Dana D'Auria, President, Envestnet Solutions
      • Bryan Dori, CEO, Archer IMS
      • Karl Roessner, CEO, Vestmark
      • Michael Simon, CEO, NDVR
      • Joe Stensland, CEO, BridgeFT

    Facilitator
    Cheryl Nash
    Chief Customer Executive
    InvestCloud

    Speaker
    Amar Ahluwalia
    CEO
    OneVest

    Speaker
    Dana D'Auria
    President
    Envestnet Solutions

    Speaker
    Bryan Dori
    CEO
    Archer IMS

    Speaker
    Karl Roessner
    CEO
    Vestmark

    Speaker
    Michael Simon
    CEO
    NDVR

    Speaker
    Joe Stensland
    CEO
    BridgeFT

  • Track II: Wealth Management: Independent Advisor Channels & Break-Away Broker Platforms
    • Facilitated by Rob Klapprodt, Chief Strategy Officer, Vestmark
    • Speakers
      • Haig Ariyan, CEO, Arax Investment Partners
      • Ryan Diachok, CEO, Geneos Wealth Management
      • Aaron Gordon, President, Hornor, Townsend, & Kent
      • Rohit Mahna, Business Head, Client Growth, Fidelity Institutional Wealth Management Services
      • Coming Soon

    Facilitator
    Rob Klapprodt
    Chief Strategy Officer
    Vestmark

    Speaker
    Haig Ariyan
    CEO
    Arax Investment Partners

    Speaker
    Ryan Diachok
    CEO
    Geneos Wealth Management

    Speaker
    Aaron Gordon
    President
    Hornor, Townsend, & Kent

    Speaker
    Rohit Mahna
    Business Head
    Client Growth
    Fidelity Institutional Wealth Management Services

    Speaker

  • Track III: Strategic Opportunities: Wealth Management Firms Mergers & Acquisitions (Including Investment Banks & Private Equity Buyers)
    • Facilitated by Abby Salameh, Chief Marketing Officer, CAIS
    • Speakers
      • David Abbott, President, Cambridge International Partners
      • Jim Brown, Managing Partner, Long Ridge Equity Partners
      • Dani Fava, President, Product Innovation, Envestnet
      • Ganesh Rao, Managing Director, Thomas Lee Partners
      • Lauren Seidman, Managing Director, Stone Point Capital

    Facilitator
    Abby Salameh
    Chief Marketing Officer
    CAIS

    Speaker
    David Abbott
    President
    Cambridge International Partners

    Speaker
    Jim Brown
    Managing Partner
    Long Ridge Equity Partners

    Speaker
    Dani Fava
    President
    Product Innovation
    Envestnet

    Speaker
    Ganesh Rao
    Managing Director
    Thomas Lee Partners

    Speaker
    Lauren Seidman
    Managing Director
    Stone Point Capital

10:15am-10:30am: Break

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

  • Track I: Investment Management: Alternative Investments
    • Facilitated by Matt Brown, CEO, CAIS
    • Speakers
      • Jason Barsema, President, Halo Investing
      • Grace Chen, CEO, UpMarket
      • Anya Coverman, CEO, Institute for Portfolio Alternatives (IPA)
      • Bill Kelly, CEO, Chartered Alternative Investment Analyst Association (CAIA Association)
      • Coming Soon

    Facilitator
    Matt Brown
    CEO
    CAIS

    Speaker
    Jason Barsema
    President
    Halo Investing

    Speaker
    Grace Chen
    CEO
    UpMarket

    Speaker
    Anya Coverman
    CEO
    Institute for Portfolio Alternatives (IPA)

    Speaker
    Bill Kelly
    CEO
    Chartered Alternative Investment Analyst Association
    (CAIA Association)

    Speaker

  • Track II: Wealth Management: Leading Nationwide Fee-Based Financial Advisors (RIAs)
    • Facilitated by Jeff Schwantz, Chief Revenue Officer, Advisor360
    • Speakers
      • Matt Fleissig, CEO, Pathstone
      • Eric Kittner, CEO, Moneta Group Investment Advisors
      • Mike LaMena, CEO, Wealthspire Advisors
      • John Longley, CEO, SageView Advisory Group
      • Paul Saganey, CEO, Integrated Partners

    Facilitator
    Jeff Schwantz
    Chief Revenue Officer
    Advisor360

    Speaker
    Matt Fleissig
    CEO
    Pathstone

    Speaker
    Eric Kittner
    CEO
    Moneta Group Investment Advisors

    Speaker
    Mike LaMena
    CEO
    Wealthspire Advisors

    Speaker
    John Longley
    CEO
    SageView Advisory Group

    Speaker
    Paul Saganey
    CEO
    Integrated Partners

  • Track III: Strategic Opportunities: WealthTech Firms Mergers & Acquisitions (Including Investment Banks & Private Equity Buyers)
    • Facilitated by Chris Perry, President, Broadridge Financial Solutions
    • Speakers
      • Anu Aiyengar, Business Head, Mergers & Acquisitions, JP Morgan
      • Michael Freudenstein, Partner, PJT Partners
      • Jason Gurandiano, Business Head, United States Technology Banking & Global FinTech Banking, RBC Capital Markets
      • Max Maxworthy, Co-Business Head, Technology Investment Banking, DA Davidson & Company
      • Mitch Spector, Partner, FinTech, Berkshire Global Advisors
      • Molly Weiss, President, Wealth Management Platform, Envestnet

    Facilitator
    Chris Perry
    President
    Broadridge Financial Solutions

    Speaker
    Anu Aiyengar
    Business Head
    Mergers & Acquisitions
    JP Morgan

    Speaker
    Michael Freudenstein
    Partner
    PJT Partners

    Speaker
    Jason Gurandiano
    Business Head
    United States Technology Banking & Global FinTech Banking
    RBC Capital Markets

    Speaker
    Max Maxworthy
    Co-Business Head
    Technology Investment Banking
    DA Davidson & Company

    Speaker
    Mitch Spector
    Partner
    FinTech
    Berkshire Global Advisors

    Speaker
    Molly Weiss
    President
    Wealth Management Platform
    Envestnet

11:30am-11:45am: Break

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

  • Track I: Investment Management: Cryptocurrencies (Digital Assets)
    • Facilitated by Hunter Horsley, CEO, Bitwise Asset Management
    • Speakers
      • Adam Blumberg, Co-Founder, Interaxis
      • Joseph Chalom, Business Head, Strategic Ecosystem Partnerships, BlackRock
      • Teddy Fusaro, President, Bitwise Asset Management
      • Michael O'Reilly, President, Fidelity Digital Assets
      • Brett Tejpaul, Business Head, Institutional, Coinbase Global

    Facilitator
    Hunter Horsley
    CEO
    Bitwise Asset Management

    Speaker
    Adam Blumberg
    Co-Founder
    Interaxis

    Speaker
    Joseph Chalom
    Business Head
    Strategic Ecosystem Partnerships
    BlackRock

    Speaker
    Teddy Fusaro
    President
    Bitwise Asset Management

    Speaker
    Michael O'Reilly
    President
    Fidelity Digital Assets

    Speaker
    Brett Tejpaul
    Business Head
    Institutional
    Coinbase Global

  • Track II: Wealth Management: WealthTech Single Point Solutions: Client Relationship Management, Financial Planning, & More
    • Facilitated by Ryan George, Chief Marketing Officer, Docupace Technologies
    • Speakers
      • Julie Littlechild, CEO, Absolute Engagement
      • David Musto, CEO, Ascensus
      • Vinay Nair, CEO, The TIFIN Group
      • Rob Nance, CEO, Dispatch
      • Robert Sofia, CEO, Snappy Kraken

    Facilitator
    Ryan George
    Chief Marketing Officer
    Docupace Technologies

    Speaker
    Julie Littlechild
    CEO
    Absolute Engagement

    Speaker
    David Musto
    CEO
    Ascensus

    Speaker
    Vinay Nair
    CEO
    The TIFIN Group

    Speaker
    Rob Nance
    CEO
    Dispatch

    Speaker
    Robert Sofia
    CEO
    Snappy Kraken

  • Track III: Strategic Opportunities: Wealth & Investment Management Capital Markets (Initial Public Offerings (IPOs) & Public Markets) (Including Investment Bankers (Underwriters), Stock Analysts, & More)
    • Facilitated by Coming Soon
    • Speakers
      • Steven Chubak, Managing Director, Wolfe Research
      • Pat Fels, Financial Institutions Group Americas, Goldman Sachs
      • Patrick O'Shaughnessy, Managing Director, Capital Markets, Raymond James Financial
      • Robert Seber, Partner, Vinson & Elkins
      • Coming Soon

    Facilitator

    Speaker
    Steven Chubak
    Managing Director
    Wolfe Research

    Speaker
    Pat Fels
    Partner
    Financial Institutions Group Americas
    Goldman Sachs

    Speaker
    Patrick O'Shaughnessy
    Managing Director
    Capital Markets
    Raymond James Financial

    Speaker
    Robert Seber
    Partner
    Vinson & Elkins

    Speaker

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

1:00pm: Conclusion

 

 

© 2024 Tiburon Strategic Advisors