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Tiburon CEO Summit XXXVII
San Francisco, CA
October 7-9, 2019

Tiburon Impact Adventure 4.0
January 27-28, 2020

Skip & Chip's Excellent Adventure 9.0
Palm Springs, CA
July 12-14, 2020
CEO Roundtable Discussion: ESG & Impact Investing

One of the hottest acronyms in asset management currently is ESG, but as more investment companies offer Socially Responsible Investing, Environmental, Social, & Governance, and sustainable investment products and solutions, it's crucial for advisors to know the difference between these terms and what is inside the products.

In order to provide a comprehensive understanding of current trends and future developments, Tiburon Strategic Advisors is pleased to welcome four of the financial industry's leading experts to the ESG & Impact Investing CEO Roundtable Discussion at the upcoming Tiburon CEO Summit XXXVII, to be held October 7-9, 2019 at The Ritz Carlton Hotel in San Francisco, CA.

Profiles of these CEO Roundtable panelists can be found below and the most up to date agenda can be found here

Tiburon CEO Summit XXXVII will feature over twenty sessions focusing on in-depth discussions of Tiburon research and leading-edge business models through a fireside chat with Ken Fisher, Tiburon Talks (akin to TED Talks), general session CEO panel discussions, and CEO roundtable sessions.

Senior executives at current Tiburon member firms can confirm their attendance here:

Join as a Tiburon Member today and your firm will receive member benefits through to the end of 2020. This means that all title qualified executives at your firm could attend the next three Tiburon CEO Summits. Membership also includes access for all employees to Tiburon's weekly Tiburon Research Calls and over 2,400 Tiburon Written Research documents.

Email Sarah Sage if you have any questions about Tiburon Membership and how you and your firm can begin to benefit immediately.

CEO Roundtable Discussion: ESG & Impact Investing

Cat Berman



CNote is an award-winning financial platform that allows anyone to make money investing in causes and communities that they care about. 

With the mission of closing the wealth gap, every dollar invested with CNote helps fund female- and minority-led small businesses, affordable housing and economic development in financially underserved communities across America. 

Through a growing network of non-profit lenders, CNote members have funneled millions of dollars into local communities, helping to create or maintain thousands of jobs and funding hundreds of small businesses since inception.

Sonya Dreizler


Solutions With Sonya

Solutions With Sonya, is a consulting firm led by Sonya Dreizler, an experienced financial services executive, which offers Impact Investing and business operations expertise for financial services firms.

Through an assessment of a firm's typical processes and investment structures, Solutions With Sonya helps financial services firms to design and implement a successful rollout and adoption of Impact Investing, SRI, & ESG solution in a way that augments their current business.


Jay Lipman


Ethic seeks to accelerate the transition to a sustainable investing future by bringing together two traditionally separate communities: sustainability and institutional quantitative finance.

Ethic is a tech-driven asset manager that powers the creation of sustainable investment portfolios. The company builds separately managed accounts optimized to track the market, align with one’s investment allocation, and outperform on a client’s chosen sustainability criteria.

Rachel Robasciotti


Robasciotti & Philipson

Robasciotti & Philipson is a woman-owned and operated wealth management firm. Through a distinctive approach of listening to and educating clients, Robasciotti & Philipson helps them reach financial and life goals and achieve total financial health.

"We use our intelligence and creativity to produce exceptional outcomes and deliverables that give us pride and are high quality, attractive, and useful. Using acquired expertise, we generate thoughtful and simple answers that efficiently, effectively, and enjoyably meet goals, educate, and solve problems. We are transparent and authentic; the way we behave reflects our values and who we are, which inspires trust. We care for clients and influence the financial services industry in a way that is woman-centered, egoless, holistic, and authentically reflects who we are. We care about our impact on the world, our clients, and each other. Our work is intentional and sustainable over the long-term, both emotionally and financially, and anticipates future needs."

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