Tiburon CEO Summit XLV 2023 | Tiburon Strategic Advisors | 6 November 2023 | Four Seasons Hotel San Francisco, 757 Market St, San Francisco, CA 94103, USA

This event 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.

2023 Speakers

Chip Roame
Managing Partner, Tiburon Strategic Advisors

David Abbott
President, Cambridge International Partners

Rudy Adolf
CEO, Focus Financial Partners

Rohit Agarwal
Co-CEO, SoraFinance

Omar Aguilar
CEO, Charles Schwab Investment Management

Steven Chubak
Managing Director, Wolfe Research

Dan Clifton
Partner, Strategas Research Partners

Dana D'Auria
President, Envestnet Solutions

Bryan Dori
CEO, Archer IMS

Colin Falls
President, GeoWealth Management

Pat Fels
Partner, Americas, Financial Institutions Group, Investment Banking, The Goldman Sachs Group

Farouk Ferchichi
President, Data & Analytics Solutions, Envestnet

Daniel Gamba
President, Northern Trust Asset Management)

Charles Goldman
Executive Chairman, Orion Advisor Solutions

Catherine Keating
CEO, BNY Mellon Wealth Management

Rob Kirk
CEO, InterGen Data

Mike LaMena
CEO, Wealthspire Advisors

Ron Lieber
Columnist, Your Money, The New York Times Company

Julie Littlechild
CEO, Absolute Engagement

Ida Liu
Business Head, North America, Citi Private Bank

Vik Malhotra
Chairman, Americas, McKinsey & Company

David Musto
CEO, Ascensus

Vinay Nair
CEO, TIFIN

Patrick O'Shaughnessy
Managing Director, Capital Markets, Raymond James Financial

James Poer
CEO, Kestra Financial

Robert Seber
Partner, Vinson & Elkins

Vadim Zlotnikov
President, Fidelity Institutional