Tiburon CEO Summit XLI 2021 | Tiburon Strategic Advisors | 1 November 2021 | Four Seasons Resort and Club Dallas at Las Colinas, 4150 N MacArthur Blvd, Irving, TX 75038, USA

Tiburon's CEO Summits provide a unique opportunity for a select cross-industry group of senior executives to discuss a broad swath of issues regarding the future of the wealth & investment management businesses. Tiburon's CEO Summits likely provide one of the only true forums where financial services industry CEOs from across traditional industry silos gather to discuss business opportunities. The list of business relationships resulting from prior Tiburon CEO Summits is impressive.

Tiburon CEO Summits last two-to-three days and focus on in-depth discussions of Tiburon research and leading-edge business models through fireside chats, Tiburon Talks (akin to TED Talks), panel discussions, & roundtable sessions. Fireside chats are wide ranging conversations between current and prior Tiburon CEO Summit award recipients and Tiburon Managing Partner Chip Roame. Tiburon Talks often address public policy issues & corporate governance issues. Panel discussions are structured to solicit alternative views from four CEOs each and/or from various industry players, including consumers, financial advisors, gatekeepers, stock analysts, venture capitalists, investment bankers, private equity investors, journalists, & others. Roundtable sessions allow for more in-depth discussions on timely topics as chosen by attendees.

The Tiburon CEO Summits have become a hot ticket for industry executives. There is no cost to attend beyond one's travel & lodging expenses. Attendance is by invitation only; all attendees are ongoing Tiburon members.

2021 Speakers

Chip Roame
Managing Partner, Tiburon

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

Mark Gormley
Partner, Lee Equity Partners

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

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

Milind Mehere
CEO, Yieldstreet

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

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

Mark Yusko
Managing Partner, Morgan Creek Digital Assets