Tiburon CEO Summit XL 2021 | Tiburon Strategic Advisors | 2 November 2021 | The Ritz-Carlton, 600 Stockton St, San Francisco, CA 94108, USA

Tiburon was formed in 1998 to offer market research, strategy consulting, & other related services primarily to financial services firms. From the outset, Tiburon focused on conducting research to support its consulting & investing businesses. The firm has subsequently extended its services to include Tiburon Research Calls & Tiburon Written Research, Tiburon CEO Summits, Tiburon Seminars, Training, & Speeches, and Tiburon Advice, and has become very active in working with venture capital, private equity, & activist investors.

Tiburon’s core clientele groups are the CEOs and other senior executives of large United States financial institutions faced with difficult strategic decisions, leading executives of foreign financial institutions trying to understand and/or enter the United States markets, and a long list of venture capital & private equity firms, and hedge funds, making investments in, and executing transactions in, areas where Tiburon has developed proprietary insights.

Tiburon intends to remain a mid-sized industry-focused boutique advisory firm. The combination of the above factors makes Tiburon unique. Tiburon is flexible as to project sizes, which have ranged from single day market seminars to complex multi-year customized advisory projects, including board roles. All of the firm's work is based upon research and analysis, client input, competitor profiling, consumer needs, & business economics.

2021 Speakers

FEATURING:

Walt Bettinger
CEO, The Charles Schwab Corporation

David Booth
Chairman, Dimensional Fund Advisors

Rob Arnott
Chairman, Research Affiliates

SPEAKERS:

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

Fielding Miller
CEO, CAPTRUST

Scott Hanson
Co-CEO, Allworth Financial

Craig Wietz
President, First Rate

Dave Butler
Co-CEO, Dimensional Fund Advisors

Jenny Johnson
CEO, Franklin Resources

Kunal Kapoor
CEO, Morningstar

Michael Lane
Business Head, iShares, United States Wealth Advisory, BlackRock

Eric Clarke
CEO, Orion Advisor Solutions

Skip Schweiss
CEO, Sierra Investment Management

Cary Broussard
Founder, From Cinderella to CEO

Shawn Rochester
CEO, Minority Equality Opportunities Acquisition

Biju Kulathakal
CEO, Halo Investing

Patrick McKenna
Partner, Comeback Capital

Eduardo Repetto
Chief Investment Officer, Avantis Investors

Kelly Rodriques
CEO, Forge Global

Dale Brown
CEO, Financial Services Institute (FSI)

David Canter
Executive Vice President, Registered Investment Advisor Segment, Fidelity Institutional

Todd Mackay
President, Avantax

Matt Regan
President, Wealthcare Capital Management

Jim Ashton
General Partner, NewSpring Capital

Andres Garcia-Amaya
CEO, Zoe Financial

Margaret Hartigan
CEO, Marstone

Aaron Schumm
CEO, Vestwell Holdings

Ric Edelman
Founder, Digital Assets Council of Financial Professionals

Hunter Horsley
CEO, Bitwise Asset Management

Chris King
CEO, Eaglebrook Advisors

Mark Yusko
Managing Partner, Morgan Creek Digital Assets

Wendy Hartman
President, Buckingham Strategic Wealth

Tom Haught
President, Sequoia Financial Group

Bill Koehler
CEO, FCI Advisors

Mike Alexander
President, Wealth Management & Global Managed Services, Broadridge Financial Solutions

Vinay Nair
Chairman, The TIFIN Group

Brendan Ryan
Co-Business Head, Technology & Services Investment Banking, Raymond James Financial

Mitch Spector
Partner, Berkshire Global Advisors

Ron Cordes
Co-Founder, Cordes Foundation

Tim Freundlich
Co-Founder, Impact Assets

Jenn Kenning
CEO, Align Impact

Brent Newcomb
President, EcoFin Investments

Michael Carvin
CEO, SmartAsset

David Knoch
CEO, Docupace Technologies

Eric Poirier
CEO, Addepar

Brent Brodeski
CEO, Savant Wealth Management

Matt Cooper
President, Beacon Pointe Advisors

Andrew Dodson
Managing Partner, Parthenon Capital

Mark Gormley
Partner, Lee Equity Partners

Clayton Bland
CEO, CLA Wealth Advisors

Caleb Callahan
President, ValMark Financial Group

Jamie Hopkins
Managing Partner, Wealth Solutions, Carson Group

David Lau
CEO, DPL Financial Partners

Anders Jones
CEO, Facet Wealth

Taylor Matthews
CEO, Farther Finance

Milind Mehere
CEO, Yieldstreet

Alan Moore
CEO, XY Planning Network

Bruce Cameron
CEO, Berkshire Global Advisors

Phil Hildebrandt
CEO, Segall, Bryant, & Hamill

Mike Hollander
Managing Director, GTCR

Matt Witkos
President, Eaton Vance Distributors

FACILITATORS:

Chip Roame
Managing Partner, Tiburon Strategic Advisors

Tom Bradley
Managing Director, Advisor Services, The Charles Schwab Corporation

Ben Cukier
Partner, Centana Growth Partners

Cheryl Nash
CEO, InvestCloud Financial Supermarket

Brad Shepard
Chief Strategy Officer, Orion Advisor Solutions

Michael Pinsker
President, Docupace Technologies

Noreen Beaman
President, Orion Advisor Solutions

Roy Burns
Managing Director, TA Associates

Anton Honikman
CEO, MyVest Corporation

Lori Hardwick
Senior Advisor, Genstar Capital

Emily Traxler
Chief Business Development Officer, First Rate

Bill Capuzzi
CEO, Apex FinTech Solutions

Ryan George
Chief Marketing Officer, Docupace Technologies

2021 Sponsors

• ASI Advisor Software
• Allianz
• Apex Clearing Corporation
• CAIS
• Centana Growth Partners
• Charles Schwab
• Discovery Data
• Docupace Technologies
• Envestnet
• E*Trade Advisor Services
• First Rate
• Genstar Capital
• HiddenLevers
• InvestCloud
• MyVest Corporation
• Orion Advisor Solutions
• Sageview Capital
• Skience
• TA Associates
• TD Ameritrade
• Tegra118
• Valmark Financial Group
• Vestmark