Tiburon CEO Summit XXXIII | Tiburon Strategic Advisors | 9 April 2018 | Ritz Carlton San Francisco, 600 Stockton St, San Francisco, CA 94108, US

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 banking, insurance, brokerage, & 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 prior Tiburon CEO Summit award recipients & Tiburon Managing Partner Chip Roame. Tiburon Talks often address public policy issues & corporate governance issues. Panel discussions are structured to solicit alternative views 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.

2018 Speakers:

Tony DiMatteo
Co-Founder, Lottery.Com

Ellen Kinlin
CEO, The Kinlin Company

Aaron Klein
CEO, Riskalyze

Stephanie Luedke
CEO, Citi Investment Management

Nicole Quinn
Partner, Lightspeed Venture Partners

John Rome
Co-Founder, Intensity Analytics Corporation

Ken Schapiro
CEO, BackEnd Consulting

Dan Seivert
CEO, Echelon Partners

Jay Shah
CEO, Personal Capital Corporation

Tim Shannon
President, CAIS Group

Steve Watkins
CEO, Entrex

2018 Sponsors:

• Advent
• Advisor Engine
• ASI Advisor Software
• Allianz
• Apex Clearing
• Aquiline Holdings LLC
• Asset Mark
• AXA Advisors
• Bright Scope
• Brinker Capital
• Centana Growth Partners
• CFRA
• Charles Schwab
• Discovery Data
• Docupace Technologies
• D|S|T Master Complexity
• Envestnet
• Fi360
• Fidelity Investments
• First R Rate
• FTI Fund Choice
• FTV Capital
• Genstar Capital
• Invest Cloud
• Lovell Minnick Partners
• My Vest
• Orion Advisor Services, LLC
• Correspondent Services
• Riskalyze
• TA Associates
• TD Ameritrade
• Trust Company of America
• Valmark Financial Group
• VMS
• Vestmark