Prior Tiburon CEO Summits
Tiburon has held 41 prior CEO Summits, with the first Tiburon CEO Summit taking place in 2001. Details of Tiburon CEO Summit XXXVII are included below; for details of other Tiburon CEO Summits, please click here: (Most Recent), 2018-2019, 2016-2017, 2014-2015, 2012-2013, 2010-2011, 2008-2009, 2006-2007, 2004-2005, & 2001-2003.

Tiburon CEO Summit XLI: November 1-3, 2021

Tiburon CEO Summit XLI was held November 1-3, 2021 at the Four Seasons Resort & Club Dallas at Las Colinas in Dallas, TX. Tiburon CEO Summit XLI officially started at 7:45am on Tuesday, November 2, 2021, included a group dinner that night, and finished at 1:00pm on Wednesday, November 3, 2021. 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 XLI included speakers Rob Arnott (Chairman, Research Affiliates); Walt Bettinger (CEO, The Charles Schwab Corporation); David Booth (Chairman, Dimensional Fund Advisors); Mike Alexander (President, Wealth Management & Global Managed Services, Broadridge Financial Solutions); Jim Ashton (General Partner, NewSpring Capital); Clayton Bland (CEO, CLA Wealth Advisors); Brent Brodeski (CEO, Savant Wealth Management); Cary Broussard (Founder, From Cinderella to CEO); Dale Brown (CEO, Financial Services Institute (FSI)); Dave Butler (Co-CEO, Dimensional Fund Advisors); Caleb Callahan (President, ValMark Financial Group); Bruce Cameron (CEO, Berkshire Global Advisors); David Canter (Executive Vice President, Registered Investment Advisor Segment, Fidelity Institutional); Michael Carvin (CEO, SmartAsset); Eric Clarke (CEO, Orion Advisor Solutions); Matt Cooper (President, Beacon Pointe Advisors); Ron Cordes (Co-Founder, Cordes Foundation); Jonathan Craig (Business Head, Investor Services & Marketing, The Charles Schwab Corporation); Scott Curtis (President, Private Client Group, Raymond James Financial); Jeff Dekko (CEO, Wealth Enhancement Group); Andrew Dodson (Managing Partner, Parthenon Capital); Ric Edelman (Founder, Digital Assets Council of Financial Professionals); Tim Freundlich (Co-Founder, Impact Assets); Andres Garcia-Amaya (CEO, Zoe Financial); Scott Hanson (Co-CEO, Allworth Financial); Margaret Hartigan (CEO, Marstone); Wendy Hartman (President, Buckingham Strategic Wealth); Tom Haught (President, Sequoia Financial Group); Phil Hildebrandt (CEO, Segall, Bryant, & Hamill); Mike Hollander (Managing Director, GTCR); Jamie Hopkins (Managing Partner, Wealth Solutions, Carson Group); Hunter Horsley (CEO, Bitwise Asset Management); Tom Jessop (President, Fidelity Digital Assets); Jenny Johnson (CEO, Franklin Resources); Anders Jones (CEO, Facet Wealth); Kunal Kapoor (CEO, Morningstar); Jenn Kenning (CEO, Align Impact); Chris King (CEO, Eaglebrook Advisors); David Knoch (CEO, Docupace Technologies); Bill Koehler (CEO, FCI Advisors); Biju Kulathakal (CEO, Halo Investing); Michael Lane (Business Head, iShares, United States Wealth Advisory, BlackRock); David Lau (CEO, DPL Financial Partners); Todd Mackay (President, Avantax); Taylor Matthews (CEO, Farther Finance); Patrick McKenna (Partner, Comeback Capital); Fielding Miller (CEO, CAPTRUST); Alan Moore (CEO, XY Planning Network); Brent Newcomb (President, EcoFin Investments); Eric Poirier (CEO, Addepar); Matt Regan (President, Wealthcare Capital Management); Eduardo Repetto (Chief Investment Officer, Avantis Investors); Shawn Rochester (CEO, Minority Equality Opportunities Acquisition); Danny Rodriguez (Partner, Lee Equity Partners); Kelly Rodriques (CEO, Forge Global); Brendan Ryan (Co-Business Head, Technology & Services Investment Banking, Raymond James Financial); Aaron Schumm (CEO, Vestwell Holdings); Mitch Spector (Partner, Berkshire Global Advisors); Matt Witkos (President, Eaton Vance Distributors); & others. Tiburon CEO Summit XLI also featured the firm's traditional client-centric panel discussions and two networking-based social events.

Tiburon CEO Summit XLI Keynote Presentation Webinar

Chip Roame's Tiburon CEO Summit XLI Keynote Presentation focused on the Future of Wealth & Investment Management: The Dozen Most Important Pre- & Post-Covid Industry Trends. Tiburon members can view the Tiburon webinar presentation by clicking on the image below. If you need a Tiburon web site username & password, please contact Sarah Sage.

Tiburon CEO Summit XLI: Photographs

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 insiders, 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 XLI.

Tiburon CEO Summit XLI: Attendee List

Tiburon is pleased to announce that the following 195 Tiburon members attended Tiburon CEO Summit XLI:

  • Chip Roame (Managing Partner, Tiburon Strategic Advisors)
  • Mike Abelson (Executive Vice President, Corporate Development, AssetMark)
  • Mike Alexander (President, Wealth Management, Broadridge Financial Solutions)
  • Mike Alfred (Managing Partner, Alpine Fox)
  • Gary Anetsberger (CEO, Millennium Trust Company)
  • Rob Arnott (Chairman, Research Affiliates)
  • Anil Arora (Senior Partner, The TIFIN Group)
  • Jim Ashton (Partner, NewSpring Capital)
  • Jeff Baumert (Executive Vice President, Financial Services, Allworth Financial)
  • Noreen Beaman (President, Orion Advisor Solutions)
  • Jon Beatty (Chief Operating Officer, Schwab Advisor Services)
  • Erik Beck (Chief Growth Officer, Millennium Trust Company)
  • Steve Begleiter (Managing Director, Flexpoint Ford)
  • Rush Benton (Senior Partner, Strategic Growth, CAPTRUST Financial Advisors)
  • Walt Bettinger (CEO, The Charles Schwab Corporation)
  • Jody Bhagat (President, Americas, Personetics)
  • Clayton Bland (CEO, CLA Wealth Advisors)
  • Brian Bleasdell (Chief Product Officer, Flyer Financial Technologies)
  • Mike Blundin (CEO, Vestmark)
  • Brad Boekestein (Executive Vice President, Marketing, Allworth Financial)
  • David Booth (Executive Chairman, Dimensional Fund Advisors)
  • Tom Bradley (Managing Director, Advisor Services, The Charles Schwab Corporation)
  • Jeff Brand (Managing Director, Raymond James Financial)
  • Brent Brodeski (CEO, Savant Wealth Management)
  • Cary Broussard (Founder, From Cinderella to CEO)
  • Dale Brown (CEO, Financial Services Institute (FSI))
  • John Burmeister (CEO, Lion Street Financial)
  • Roy Burns (Managing Director, TA Associates)
  • Dave Butler (Co-CEO, Dimensional Fund Advisors)
  • Jim Cahn (Chief Investments & Business Development Officer, Wealth Enhancement Group)
  • Caleb Callahan (President, Valmark Financial Group)
  • Bruce Cameron (CEO, Berkshire Global Advisors)
  • David Canter (Executive Vice President, Registered Investment Advisor Segment, Fidelity Institutional)
  • Bill Capuzzi (CEO, Apex FinTech Solutions)
  • Bob Carter (CEO, Lion Street Financial)
  • Jason Carver (Managing Partner, Pure Financial Advisors)
  • Michael Carvin (CEO, SmartAsset)
  • Matt Caulfield (Chief Revenue Officer, Archer IMS)
  • Trevor Chuna (Chief Technology Officer, Sequoia Financial Group)
  • Eric Clarke (CEO, Orion Advisor Solutions)
  • Jon Cleborne (Business Head, Vanguard Personal Advisor Services, The Vanguard Group)
  • Alan Clopine (CEO, Pure Financial Advisors)
  • Matt Cooper (President, Beacon Pointe Advisors)
  • Ron Cordes (Co-Founder, Cordes Foundation)
  • Connor Coughlin (Business Head, FinTech, Apex FinTech Solutions)
  • Jonathan Craig (Business Head, Investor Services & Marketing, The Charles Schwab Corporation)
  • Brendan Cuddihy (Chief Operating Officer, CAIS)
  • Ben Cukier (Partner, Centana Growth Partners)
  • Chris Curtis (Chief Financial Officer, Cerity Partners)
  • Scott Curtis (President, Private Client Group, Raymond James Financial)
  • Lisa Dallmer (Chief Operating Officer, Dimensional Fund Advisors)
  • Jeff Dekko (CEO, Wealth Enhancement Group)
  • Debra Detweiler (Chief Product Officer, First Rate)
  • Chris Dhanraj (Managing Principal, Investments, CLA Wealth Advisors)
  • Ryan Diachok (President, Geneos Wealth Management)
  • Andrew Dodson (Managing Partner, Parthenon Capital)
  • Bryan Dori (CEO, Archer IMS)
  • Jeffrey Dunham (CEO, Dunham & Associates)
  • Adam Durrett (Partner, Hellman & Friedman)
  • Danniel Edelman (Managing Director, Flexpoint Ford)
  • Ric Edelman (Founder, Digital Assets Council of Financial Professionals)
  • Olivia Eisinger (Business Head, Advisory, Apex FinTech Solutions)
  • Marty Erzinger (Founding Member, Sanctuary Wealth Partners)
  • Bill Fahrbach (Chief Financial Officer, Facet Wealth)
  • Michael Falcon (CEO, 29 Feathers)
  • Terri Fielder (CEO, AIG Financial Distributors)
  • Tim Freundlich (Co-Founder, Impact Assets)
  • Don Friedman (President, Digital Assets Council of Financial Professionals)
  • Dave Fulton (CEO, Clearstead)
  • Andres Garcia-Amaya (CEO, Zoe Financial)
  • Ryan George (Chief Marketing Officer, Docupace Technologies)
  • Matt Gleason (President, FBL Marketing Services, Farm Bureau Financial Services)
  • Sirisha Gorjala (Chief Product Officer, Millennium Trust Company)
  • Barry Greenberg (General Counsel, Allworth Financial)
  • Linda Gu (Executive Vice President, Sales & Marketing, Supernova Companies)
  • Matt Hamilton (President, The Pacific Financial Group)
  • Scott Hanson (Co-CEO, Allworth Financial)
  • Lori Hardwick (Senior Advisor, Genstar Capital)
  • Tim Harrison (CEO, Harrison Financial Services)
  • Margaret Hartigan (CEO, Marstone)
  • Wendy Hartman (President, Buckingham Strategic Wealth)
  • Paul Hatch (Managing Partner, Convergency Partners)
  • Robert Hatcher (Executive Chairman, Avalon Advisors)
  • Tom Haught (President, Sequoia Financial Group)
  • Phil Hildebrandt (CEO, Segall, Bryant, & Hamill)
  • Mark Hoffman (CEO, LifeYield)
  • Mike Hollander (Managing Director, GTCR)
  • Anton Honikman (CEO, MyVest Corporation)
  • Jamie Hopkins (Managing Partner, Wealth Solutions, Carson Group)
  • Hunter Horsley (CEO, Bitwise Asset Management)
  • Dave Hubbard (President, Exemplar Financial Network)
  • Tom Jessop (President, Fidelity Digital Assets)
  • Jenny Johnson (CEO, Franklin Resources)
  • Anders Jones (CEO, Facet Wealth)
  • Shruti Joshi (Chief Operating Officer, Facet Wealth)
  • James Joyce (Executive Vice President, Sales & Marketing, Lion Street Financial)
  • Al Kantra (Chief Operating Officer, Sequoia Financial Group)
  • Kunal Kapoor (CEO, Morningstar)
  • Pat Keating (Chief Operating Officer, Avantis Investors)
  • Brad Kellogg (Chief Operating Officer, Flyer Financial Technologies)
  • Heather Kelly (Executive Vice President, Advisory Sales & Strategic Accounts, Allianz Life Financial Services)
  • Jenn Kenning (CEO, Align Impact)
  • Dan Kern (Chief Investment Officer, TFC Financial Management)
  • Chris King (CEO, Eaglebrook Advisors)
  • Dustin Kirkland (Chief Product Officer, Apex FinTech Solutions)
  • Harry Kirkpatrick (Chief Revenue Officer, Facet Wealth)
  • Rob Klapprodt (Chief Strategy Officer, Vestmark)
  • David Knoch (CEO, Docupace Technologies)
  • Bill Koehler (CEO, FCI Advisors)
  • Matthias Kristol (Business Head, Global Wealth & Asset Management, Jefferies Financial Group)
  • Biju Kulathakal (CEO, Halo Investing)
  • Randy Lambert (Chief Operations Officer, Orion Advisor Solutions)
  • Michael Lane (Business Head, iShares, United States Wealth Advisory, BlackRock)
  • John Largent (CEO, Members Trust Company)
  • Chris Lau (Chief Distribution Officer, DPL Financial Partners)
  • David Lau (CEO, DPL Financial Partners)
  • Andrew Lewis (Executive Vice President, Corporate Development & Strategic Partnerships, InvestCloud)
  • John Lunny (CEO, Vestmark)
  • Todd Mackay (President, Avantax)
  • Jud Mackrill (CEO, Milemarker)
  • Manish Malhotra (CEO, Income Discovery)
  • Joe Mallen (Chief Investment Officer, Helios Quantitative Solutions)
  • Dan Masteller (Managing Director, Office of the President & CEO, The Charles Schwab Corporation)
  • Taylor Matthews (CEO, Farther Finance)
  • Annie McCauley (Chief Client Experience Officer, Sequoia Financial Group)
  • Patrick McKenna (Partner, Comeback Capital)
  • Mick McLaughlin (Managing Director, Distribution, Bitwise Asset Management)
  • Ed Mercier (President, RetireOne)
  • Bill Meyer (CEO, Retiree)
  • Fielding Miller (CEO, CAPTRUST)
  • Kurt Miscinski (CEO, Cerity Partners)
  • Christian Mitchell (Chief Customer Officer, Northwestern Mutual)
  • Patrick Moeller (CEO, Entrustody)
  • Alan Moore (CEO, XY Planning Network)
  • Maree Moscati (CEO, Copy Talk)
  • Randy Myeroff (CEO, Cohen & Company)
  • Vinay Nair (Chairman, The TIFIN Group)
  • Cheryl Nash (CEO, InvestCloud Financial Supermarket)
  • Brent Newcomb (President, EcoFin Investments)
  • Claire O'Keefe (Partner, Corporate Development, Cerity Partners)
  • Russell Parker (Vice Chairman, RetireOne)
  • Colby Penzone (Business Head, FundsNetwork and FI Product & Consulting, Fidelity Investments)
  • Michael Pinsker (President, Docupace Technologies)
  • Eric Poirier (CEO, Addepar)
  • Alex Potts (Chairman, Buckingham Strategic Partners)
  • Matt Radgowski (Chief Operating Officer, Morningstar Investment Management)
  • Dean Rager (President, Geneos RIA, Geneos Wealth Management)
  • Michael Raneri (Chief Digital Innovation Officer, AssetMark)
  • Lisa Rapuano (Chief Investment Officer, Facet Wealth)
  • Prab Reddy (Fouding Partner, Stride Growth Partners)
  • Patrick Reed (CEO, YourStake)
  • Matt Regan (President, Wealthcare Capital Management)
  • Brandon Rembe (Chief Product Officer, Envestnet)
  • Eduardo Repetto (Chief Investment Officer, Avantis Investors)
  • Shawn Rochester (CEO, Minority Equality Opportunities Acquisition)
  • Danny Rodriguez (Partner, Lee Equity Partners)
  • Kelly Rodriques (CEO, Forge Global)
  • Brian Ross (CEO, Flyer Financial Technologies)
  • Tom Roupe (CEO, Avalon Advisors)
  • April Rudin (CEO, The Rudin Group)
  • Brendan Ryan (Co-Business Head, Technology & Services Investment Banking, Raymond James Financial)
  • Aaron Schumm (CEO, Vestwell Holdings)
  • Jeff Schwantz (Business Head, Advisor Client Experience, Morningstar)
  • Skip Schweiss (CEO, Sierra Investment Management)
  • Ray Sclafani (CEO, ClientWise)
  • Jack Sharry (Chief Growth Officer, LifeYield)
  • Brad Shepard (Chief Strategy Officer, Orion Advisor Solutions)
  • Chris Shuba (CEO, Helios Quantitative Solutions)
  • Brad Siegert (Partner, Ardea Partners)
  • Tito Singh (Chief Revenue Officer, InvestCloud Financial Supermarket)
  • Bryce Skaff (Co-Business Head, Global Client Group, Dimensional Fund Advisors)
  • Marshall Smith (Chief Operating Officer, First Rate)
  • Tom Smith (Chief Growth Officer, DPL Financial Partners)
  • Mitch Spector (Partner, Berkshire Global Advisors)
  • Mark Steffe (CEO, First Command Financial Services)
  • Eric Stephenson (Chief Operating Officer, Align Impact)
  • Tony Stich (Chief Operating Officer, Advicent Solutions)
  • Mark Stisser (Principal, TUR Partners)
  • Dave Stone (CEO, RetireOne)
  • Jim Stueve (Executive Vice President, Strategic Accounts, American International Group (AIG))
  • Emily Traxler (Chief Business Development Officer, First Rate)
  • Alex Trianine (Chief Revenue Officer, Flyer Financial Technologies)
  • Raj Udeshi (Executive Vice President, Risk, Orion Advisor Solutions)
  • Jason VanDeLoo (Chief Marketing Officer, Edelman Financial Engines)
  • Bill VanLaw (CEO, WVL Group)
  • Rusty Vanneman (Chief Investment Strategist, Orion Advisor Solutions)
  • Michael Vossler (Chief Revenue Officer, Docupace Technologies)
  • Chris Walters (CEO, Blucora)
  • Corey Walther (President, Allianz Life Financial Services)
  • Steve Werrlein (Executive Vice President, Business Development, DPL Financial Partners)
  • Craig Wietz (President, First Rate)
  • Matt Witkos (President, Eaton Vance Distributors)
  • Bill Wostoupal (Executive Vice President, Strategic Relationships, Orion Advisor Solutions)
  • Dave Wright (Managing Director, Sierra Investment Management)
  • Steve Zuschin (Executive Vice President, Business Development, LifeYield)

 

Prior Tiburon CEO Summits

As noted above, details on prior Tiburon CEO Summits are also available here:
(Most Recent), 2018-2019, 2016-2017, 2014-2015, 2012-2013, 2010-2011, 2008-2009, 2006-2007, 2004-2005, & 2001-2003.

 

 

 

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