Tiburon CEO Summit XLVI 2024 | Tiburon Strategic Advisors | 7 April 2024 | InterContinental Boston Hotel, 510 Atlantic Ave, Boston, MA 02210, 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.
This event 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), CEO panel discussions, & CEO roundtable sessions. Fireside chats are wide ranging conversations between current and prior the summit award recipients and Tiburon Managing Partner 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. CEO roundtable sessions allow for more in-depth discussions on timely topics as chosen by attendees.

2024 Speakers

Chip Roame
Managing Partner, Tiburon Strategic Advisors

Jeb Bentley
CEO, Northwestern Mutual Wealth & Investment Management

Brent Brodeski
CEO, Savant Capital

John Bunch
CEO, Allworth Financial

Lawrence Calcano
CEO, iCapital

Walter Cruttenden
Chairman, Acorns

Ryan Diachok
CEO, Geneos Wealth Management

Ric Edelman
CEO, Digital Assets Council of Financial Professionals

Tad Edwards
CEO, Benjamin Edwards & Company

Jason Eiswerth
CEO, Canoe Intelligence

Colin Falls
CEO, GeoWealth Management

Michael Frerichs
Treasurer, State of Illinois

Lori Hardwick
Senior Strategic Advisor, Genstar Capital

Karl Heckenberg
CEO, Constellation Wealth Capital

Anders Jones
CEO, Facet

Catherine Keating
CEO, BNY Mellon Wealth Management

Michael Kopelman
Venture Partner, Armory Square Ventures

Randy Long
Chairman, SageView Advisory Group

Patrick McKenna
Executive Chairman, Facet

Neil Pardasani
Senior Partner, Boston Consulting Group

James Poer
CEO, Kestra Financial

Alex Robinson
CEO, Juniper Square

Collin Roche
Co-CEO, GTCR

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

Ken Schapiro
CEO, Condor Capital Wealth Management

Dan Seivert
CEO, Echelon Partners

Jean-Roch Sibille
CEO, Allianz Investment Management United States

Jon Stein
CEO, Warmer

Gene Todd
President, Regional Markets, Fiduciary Trust Company International

Bonnie Tomczak
President, Mason Street Advisors

Alex Tran
Managing Director, General Catalyst Partners