Tiburon CEO Summit XXXVI was held April 1-3, 2019, at The Wagner at the Battery Hotel (FKA The Ritz Carlton Hotel) in New York, NY. Tiburon CEO Summit XXXVI officially started at 7:45am on Tuesday, April 2, 2019, included a group dinner that night, and finished at 2:00pm on Wednesday, April 3, 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 XXXVI included speakers Walt Bettinger (CEO, The Charles Schwab Corporation); Dave Barton (Vice Chairman, Mercer Advisors); Adam Birenbaum (CEO, Buckingham Family of Financial Services); Tom Bradley (CEO, Tom Bradley Advisors); Ron Carson (CEO, Carson Wealth Management Group); Brendan Clark (CEO, Clark Capital Management Group); Bill Crager (CEO, Envestnet Wealth); Gayle Crowell (Senior Advisor, Warburg Pincus); Scott Curtis (President, Raymond James Financial Services); Nate Dalton (CEO, Affiliated Managers Group (AMG)); Bruno del Ama (Former CEO, Global X); Harry Dent (Founder, Dent Research); Jim Dowd (CEO, North Capital Private Securities); Tad Edwards (CEO, Benjamin Edwards & Company); Ken Feinberg (Managing Partner, The Law Offices of Kenneth Feinberg); Kim Fleming (CEO, Hefren-Tillotson); Craig Gordon (Chief of Strategic Development, RBC Correspondent & Advisor Services); Scott Hanson (Co-CEO, Allworth Financial); Lori Hardwick (President, Advisor Innovation Labs); Salene Hitchcock-Gear (President, Prudential Individual Life Insurance); Tim Hockey (CEO, TD Ameritrade); Hunter Horsley (CEO, Bitwise Asset Management); Sheena Iyengar (Professor, Columbia Business School); Ramya Joseph (CEO, Pefin); Brandon Krieg (CEO & Co-Founder, STASH); Kevin Mahn (President, Hennion & Walsh Asset Management); Bridget McNamara-Fenesy (CEO, M Holdings Securities); Jan Molino (CEO, Aspire Ascend); Jim Nagengast (CEO, Securities America); Sandra Nesbit (Managing Partner, GFS Private Wealth Advisors); Steve Piaker (Partner, Napier Park Financial Partners); Alison Reyes (Partner, 1843 Capital); Karl Roessner (CEO, E*Trade Financial Corporation); Mark Rodrigues (Partner, Illuminate Financial Management); Kristi Ross (Co-CEO, tastytrade); Knut Rostad (President, The Institute for the Fiduciary Standard); Charlie Ruffel (Chairman, Kudu Investment Management); Skip Schweiss (President, TD Ameritrade Trust Company); Clara Shih (CEO, Hearsay Systems); Andy Stewart (Founding Partner, Motive Partners); Ram Subramaniam (President, Fidelity Brokerage Services); Raj Udeshi (Founder, HiddenLevers); James Waldinger (CEO, Artivest); Elliot Weissbluth (Chairman, HighTower); Craig Wietz (President, First Rate); Ed Yardeni (President, Yardeni Research); Al Zdenek (Execuitve Vice President, Mercer Advisors); & others. Tiburon CEO Summit XXXVI also featured the firm's traditional client-centric panel discussions and two networking-based social events.
Tiburon CEO Summit XXXVI: April 1-3, 2019. Tiburon
Strategic Advisors is pleased to provide a summary of the
content of its Tiburon CEO Summit XXXVI keynote
presentations. Chip Roame (Managing Partner, Tiburon Strategic
Advisors) gave a day #1 presentation broadly addressing the
state of the financial services industry, with a specific
focus on the growing wealth management market.
Charles ("Chip") Roame is the Managing
Partner of Tiburon Strategic Advisors and a leading
strategic consultant to CEOs, other senior executives,
& boards of directors in the banking, insurance,
brokerage, & investment management markets. Prior
to forming Tiburon in 1998, Mr. Roame served in
similar capacities, first as a management consultant
at McKinsey & Company, and later as a business
strategist at The Charles Schwab Corporation. Mr.
Roame is quoted daily throughout the media and, due to
Tiburon's widely shared research, he may be the most
frequently demanded board advisor. His particular
expertise is that of corporate strategy for larger
financial services firms, designing broad
multi-faceted strategies and making trade-offs between
alternative businesses, products, & markets.
Mr. Roame has responsibility for all of Tiburon's
consulting, research, & marketing activities which keeps
him on the leading-edge of strategic initiatives in the
industry's fastest growing businesses -- exchange traded
funds, hedge funds & other alternative investments,
bitcoin & blockchain, financial planning, wealth
management services, life insurance, annuities, family
office services, online financial services, and the growing
independent advisor markets. He has also taken a substantial
interest in regulatory issues such as the fiduciary
standard, and in financial services industry venture capital
& private equity opportunities and mergers &
acquisitions transactions. At Tiburon, Mr. Roame has led
over 1,900 client engagements for over 450 corporate clients
Mr. Roame has won numerous awards throughout
the private equity, investment banking, consulting,
and financial services industries, including being
named one of the power 25 elite by Investment News,
one of the 25 most influential individuals in the
advisor business by Investment Advisor magazine, &
one of the five experts with the answers by Boomer
Market Advisor. Tiburon has also been named one of the
fastest growing companies by the San Francisco
Business Times in multiple years.
Mr. Roame is frequently sought as a board member by
Tiburon client company boards. He presently serves as a board
member of Envestnet (NYSE: ENV), as a board member of Edelman Financial Services (Ric Edelman's business backed by Hellman & Friedman), and as a trustee of the SA mutual funds family (which is sponsored by Loring Ward and employs Dimensional Fund Advisors as its sole sub-advisor).
Tiburon CEO Summit XXXVI Keynote Presentation Video
Chip Roame's Tiburon CEO Summit XXXVI Keynote Presentation focused on The Top Seven Wealth & Investment Management (and Related FinTech) Industry Trends & Strategic Activity. The full presentation can be viewed here:
Tiburon CEO Summit XXXVI: Attendee Videos
Tiburon CEO Summit XXXVI 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.