Tiburon CEO Summit XXXVII was held October 7-9, 2019 at The Ritz Carlton Hotel in San Francisco, CA. Tiburon CEO Summit XXXVII officially started at 7:45am on Tuesday, October 8, 2019, included a group dinner that night, and finished at 2:00pm on Wednesday, October 9, 2019. Senior industry executives took two days out of their busy schedules to participate. There were over twenty sessions. Along with Tiburon's Managing Partner Chip Roame, Tiburon CEO Summit XXXVII included speakers Ken Fisher (CEO, Fisher Investments); Matt Ahern (Managing Principal, Knightsbridge Advisors); Jim Ashton (Partner, NewSpring Capital); Patrick Beaudan (CEO, Emotomy); Cat Berman (CEO, CNote); Alex Chalekian (CEO, Lake Avenue Financial); Jean-Marc Chapus (Managing Partner, Crescent Capital Group); Todd Crockett (Managing Director, TA Associates); Pam Cytron (CEO, Pendo Systems); Anthony DeChellis (CEO, Boston Private Financial Holdings); Jeff Dekko (CEO, Wealth Enhancement Group); Jim Dickson (CEO, Sanctuary Wealth Partners); Sonya Dreizler (CEO, Solutions with Sonya); Will Dolan (CEO, Financeware); Ken Dychtwald (CEO, Age Wave); Justin Ferri (Chairman, Buckingham Strategic Wealth); Praveen Ghanta (CEO, HiddenLevers); Mark Goldberg (CEO, Griffin Capital Securities); Tim Harrison (CEO, Harrison Financial Services); Neil Hennessy (Chairman, Hennessy Advisors); Kevin Keller (CEO, Certified Financial Planner Board of Standards (CFP Board)); Jay Lipman (President, Ethic); Michael Martin (Managing Director, Warburg Pincus); David Mrazik (Managing Partner, Merchant Investment Management); Gerard O'Reilly (Co-CEO, Dimensional Fund Advisors); Bob Oros (CEO, HighTower); Ethan Penner (Managing Partner, Mosaic Real Estate Investors); Michael Pinsker (Chairman, Docupace Technologies); Alex Potts (Chairman, BAM Advisor Services); Larry Raffone (CEO, Edelman Financial Engines); Rachel Robasciotti (CEO, Robasciotti & Philipson); Andrew Rudd (CEO, Advisor Software); Karen Schaeffer (President, Schaeffer Financial); Marc Schechter (Senior Managing Partner, Schechter Wealth Management); Michelle Seitz (CEO, Russell Investments); Mike Sha (CEO, SigFig); Scott Stuart (Managing Partner, Sageview Capital); Chris Sugden (Managing Partner, Financial Technology, Edison Partners); Wes Thompson (CEO, M Financial Group); Don Trone (CEO, 3ethos); Don Truesdale (CEO, Ardea Partners); Enrique Vasquez (President, Avantax Wealth Management); Hussain Zaidi (President, Financial Planning Solution, Orion Advisor Tech); & others. Tiburon CEO Summit XXXVII also featured the firm's traditional client-centric panel discussions and two networking-based social events.
Tiburon CEO Summit XXXVII Keynote Presentation Video
Chip Roame's Tiburon CEO Summit XXXVII Keynote Presentation focused on The Top Six Wealth & Investment Management (and Related FinTech) Industry Trends & Strategic Activity. The full presentation can be viewed here:
Tiburon CEO Summit XXXVII: Attendee Videos
Tiburon CEO Summit XXXVII videos, short snipets by attendees regarding their experiences in attending the Tiburon CEO Summits, will be posted soon. In the meantime, please enjoy videos from Tiburon CEO Summit XXXV.
Tiburon engages the services of a professional photographer to record the events and capture the spirit of the Tiburon CEO Summits for the benefit of Tiburon members. All Tiburon CEO Summit sponsors, members, and journalists are welcome to view, download, and share these images across traditional and social media.
Please click here to view the photo gallery from Tiburon CEO Summit XXXVII.
CEO Summit XXXVII: Attendee List
Tiburon is pleased to announce that the following 198 Tiburon members attended Tiburon CEO Summit XXXVII: