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Tiburon CEO Summit Award Recipients
Tiburon's CEO Summits have come to support two central themes and Tiburon created its Tiburon CEO Summit Awards in 2009 to recognize industry executives who exemplify these attributes. Those themes are:
- Focusing
on Consumer (and Other Client) Needs: Tiburon has long been known
for promoting the importance of staying close to (and listening to)
clients and focusing on clients' needs, arguing that the financial
services industry conducts too little consumer research, opting to
design products before listening to consumers. To foster such a focus
at the Tiburon CEO Summits, Tiburon starts every Tiburon
CEO Summit with a review of consumer wealth & sentiments and
many Tiburon CEO Summits have included three related panel discussions
representing three levels of clients; these include the Ask the
Consumers, Ask the Advisors, & Ask the Gatekeepers panels, all of
which allow direct open dialog with industry clients
- Challenging
Conventional Industry Wisdom (Innovation): Tiburon has
long perceived certain segments of the financial services industry to
be caught up in group think and the firm has become known for
challenging conventional industry wisdom. Tiburon's Managing Partner
Chip Roame does this through research and sharing factual data that
often calls into question commonly perceived industry truths. Tiburon
welcomes and encourages this critical thinking as part of its Tiburon
CEO Summits. Furthermore, Tiburon is most often engaged in moving
beyond factual data to help its clients
develop innovative business strategies. In this light, Tiburon
appreciates the innovators in the industry and seeks to recognize them,
whether they are executives within large financial services firms or
entrepreneurs leading smaller firms
Past
& upcoming Tiburon CEO Summit award recipients have included:
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Rob Arnott
(CEO, Research
Affiliates)
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Jud Bergman
(CEO, Envestnet)
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Walt Bettinger
(CEO, The Charles Schwab Corporation)
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John Bogle
(Founder, The
Vanguard Group)
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David Booth
(Co-CEO,
Dimensional Fund Advisors)
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Mark Casady
(CEO,
LPL Financial Holdings)
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Larry Fink
(CEO, BlackRock)
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Ken Fisher
(CEO, Fisher
Investments)
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Bill Hambrecht
(CEO, WR Hambrecht & Company)
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Abby Johnson
(CEO, Fidelity Investments)
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Ned Johnson
(CEO, Fidelity Investments)
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Joe Mansueto
(Executive Chairman,
Morningstar)
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Harry Markowitz
(President, Harry Markowitz Associates & Nobel Prize Winner in
Economics)
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Bill McNabb (Chairman, The Vanguard Group)
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Don Phillips
(President,
Fund Research, Morningstar)
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Bob Reynolds
(CEO, Putnam
Investments)
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Charles Schwab
(Chairman, The Charles Schwab Corporation)
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Bill Sharpe
(Professor
Emeritus, Stanford University & Nobel Prize Winner in
Economics)
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Al West (CEO,
SEI
Investments)
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Tiburon CEO Summit XXI
Award
Recipient
Rob
Arnott
(CEO, Research Affiliates)
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Tiburon CEO Summit XLIII
Award
Recipient
Jud Bergman
(CEO, Envestnet)
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Tiburon CEO Summit
XXIII
Award
Recipient
Walt
Bettinger
(CEO, The Charles Schwab Corporation)
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Tiburon CEO Summit XX
Award
Recipient
John
Bogle
(Founder, The Vanguard Group)
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Tiburon CEO Summit XXII
Award Recipient
David
Booth
(Co-CEO,
Dimensional Fund
Advisors)
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Tiburon CEO Summit XX
Award Recipient
Mark
Casady
(CEO, LPL Financial Holdings)
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Tiburon CEO Summit XLI
Award
Recipient
Larry Fink
(CEO, BlackRock)
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Tiburon CEO Summit XVII
Award
Recipient
Ken
Fisher
(CEO, Fisher Investments)
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Tiburon CEO Summit XXI
Award
Recipient
Bill
Hambrecht
(CEO, WR Hambrecht & Company)
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Tiburon CEO Summit XLII
Award
Recipient
Abby
Johnson
(CEO, Fidelity Investments)
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Tiburon CEO Summit XXIV
Award
Recipient
Ned
Johnson
(CEO, Fidelity Investments)
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Tiburon CEO Summit XIX
Award
Recipient
Joe
Mansueto
(Executive Chairman, Morningstar)
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Tiburon CEO Summit
XXIII
Award
Recipient
Harry
Markowitz
(President, Harry Markowitz Associates & Nobel Prize Winner in
Economics)
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Tiburon CEO Summit XXXIV
Award
Recipient
Bill McNabb
(Chairman, The Vanguard Group)
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Tiburon CEO Summit XIX
Award
Recipient
Don
Phillips
(President, Fund Research, Morningstar)
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Tiburon CEO Summit XXII
Award
Recipient
Bob Reynolds
(CEO, Putnam Investments)
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Tiburon CEO Summit XVII
Award
Recipient
Charles Schwab
(Chairman, The Charles Schwab Corporation)
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Tiburon CEO Summit XXI
Award
Recipient
Bill Sharpe
(Professor Emeritus, Stanford University & Nobel Prize Winner in Economics)
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Tiburon CEO Summit XXII
Award
Recipient
Al West
(CEO, SEI Investments)
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