Tiburon CEO Summit Award Recipients


The Tiburon CEO Summits have long supported two core themes and Tiburon created its Tiburon CEO Summit Awards in 2009 to allow the thousands of Tiburon Attendees to recognize the industry executives who exemplify these themes (attributes):

  • 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 wealth & investment management (& WealthTech) industry conducts too little consumer research, historically instead 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 the popular Ask the Consumers panel, which allows open dialog with industry clients. And Tiburon's managing partner starts every Tiburon CEO Summit keynote presentation with a review of consumer wealth.
  • Challenging Conventional Industry Wisdom (Innovation): Tiburon has long perceived certain segments of the wealth & investment management (& WealthTech) 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 data that often calls into question commonly perceived industry truths. Tiburon welcomes and encourages this critical thinking as part of its Tiburon CEO Summits. In this light, Tiburon appreciates the innovators in the industry and seeks to allow Tiburon CEO Summit attendees to recognize them, whether they are executives within large wealth & investment management (& WealthTech) firms or entrepreneurs leading smaller firms.

Upcoming Tiburon CEO Summit Award Recipients

The next Tiburon CEO Summit award recipient will be announced shortly:

 

 

Tiburon CEO Summit XLVI
Award Recipient
Coming Soon

 

Prior Tiburon CEO Summit Award Recipients

Tiburon attendees have voted for seventeen past Tiburon CEO Summit award recipients, including:

 

  • Rob Arnott (CEO, Research Affiliates)
  • Jud Bergman (CEO, Envestnet)
  • Walt Bettinger (CEO, The Charles Schwab Corporation)
  • John Bogle (Founder, The Vanguard Group)
  • David Booth (Co-CEO, Dimensional Fund Advisors)
  • Mark Casady (CEO, LPL Financial Holdings)
  • Larry Fink (CEO, BlackRock)

 

  • Ken Fisher (CEO, Fisher Investments)
  • Abby Johnson (CEO, Fidelity Investments)
  • Ned Johnson (CEO, Fidelity Investments)
  • Joe Mansueto (Executive Chairman, Morningstar)
  • Harry Markowitz (President, Harry Markowitz Associates & Nobel Prize Winner in Economics)

 

  • Bill McNabb (Chairman, The Vanguard Group)
  • Don Phillips (President, Fund Research, Morningstar)
  • Bob Reynolds (CEO, Putnam Investments)
  • Charles Schwab (Chairman, The Charles Schwab Corporation)
  • Bill Sharpe (Professor Emeritus, Stanford University & Nobel Prize Winner in Economics)

 

 

 

Tiburon CEO Summit XXI
Award Recipient
Rob Arnott
(CEO, Research Affiliates)

 

Tiburon CEO Summit XLIII
Award Recipient
Jud Bergman
(CEO, Envestnet)

 

Tiburon CEO Summit XXIII
Award Recipient
Walt Bettinger
(CEO, The Charles Schwab Corporation)

 

 

 

Tiburon CEO Summit XX
Award Recipient
John Bogle
(Founder, The Vanguard Group)

 

Tiburon CEO Summit XXII
Award Recipient
David Booth
(Co-CEO, Dimensional Fund Advisors)

 

Tiburon CEO Summit XX
Award Recipient
Mark Casady
(CEO, LPL Financial Holdings)

 

Tiburon CEO Summit XLI
Award Recipient
Larry Fink
(CEO, BlackRock)

 

Tiburon CEO Summit XVII
Award Recipient
Ken Fisher 
(CEO, Fisher Investments)

 

Tiburon CEO Summit XLII
Award Recipient
Abby Johnson
(CEO, Fidelity Investments)

 

 

Tiburon CEO Summit XXIV
Award Recipient
Ned Johnson
(CEO, Fidelity Investments)

 

 

 

Tiburon CEO Summit XIX
Award Recipient
Joe Mansueto 
(Executive Chairman, Morningstar)

 

Tiburon CEO Summit XXIII
Award Recipient
Harry Markowitz 
(President, Harry Markowitz Associates & Nobel Prize Winner in Economics)

 

Tiburon CEO Summit XXXIV
Award Recipient
Bill McNabb
(Chairman, The Vanguard Group)

 

Tiburon CEO Summit XIX
Award Recipient
Don Phillips
(President, Fund Research, Morningstar)

 

 

 

Tiburon CEO Summit XXII
Award Recipient
Bob Reynolds
(CEO, Putnam Investments)

 

 

Tiburon CEO Summit XVII
Award Recipient
Charles Schwab
(Chairman, The Charles Schwab Corporation)

 

Tiburon CEO Summit XXI
Award Recipient
Bill Sharpe
(Professor Emeritus, Stanford University & Nobel Prize Winner in Economics)