Tiburon CEO Summits 2019 | Tiburon Strategic Advisors | 1 April 2019 | The Wagner Hotel, 2 West St, New York, NY 10004, 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 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 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 clients.

2019 Speakers

Skip Schweiss
President, TD Ameritrade Trust Company

Craig Gordon
Chief of Strategic Development, RBC Correspondent & Advisor Services

Chip Roame
Managing Partner, Tiburon Strategic Advisors

Walt Bettinger
Chief Executive Officer, The Charles Schwab Corporation

Tom Bradley
Chief Executive Officer, Tom Bradley Advisors

Scott Curtis
President, Raymond James Financial Services

Tad Edwards
Chief Executive Officer, Benjamin Edwards & Company

Jim Nagengast
Chief Executive Officer, Securities America

Eric Clarke
Chief Executive Officer, Orion Advisor Services

Bill Crager
Chief Executive Officer, Envestnet Wealth

Lori Hardwick
President, Advisor Innovation Labs

Clara Shih
Chief Executive Officer, Hearsay Systems

Raj Udeshi
Founder, HiddenLevers

Viggy Mokkarala
Executive Vice President, Strategic Business Development, Envestnet

Gayle Crowell
Senior Advisor, Warburg Pincus

Salene Hitchcock-Gear
President, Prudential Individual Life Insurance

Bridget McNamara-Fenesy
Chief Executive Officer, M Holdings Securities

Jan Molino
Chief Executive Officer, Aspire Ascend

David Canter
Executive Vice President, RIA Segment, Fidelity Clearing & Custody Solutions, Fidelity Investments

Ron Carson
Chief Executive Officer, Carson Wealth Management Group

Kim Fleming
Chief Executive Officer, Hefren-Tillotson

Kevin Mahn
President, Hennion & Walsh Asset Management

Al Zdenek
Executive Vice President, Mercer Advisors

Bill Capuzzi
Chief Executive Officer, Apex Clearing Corporation

Ramya Joseph
Chief Executive Officer, Pefin

Brandon Krieg
Chief Executive Officer, Stash

Kristi Ross
Co-Chief Executive Officer, tastytrade

Ram Subramaniam
President, Fidelity Brokerage Services

Paul Schaeffer
Advisor, Aquiline Capital Partners

Jim Dowd
Chief Executive Officer, North Capital Private Securities

Harold Evensky
Chairman, Evensky & Katz/Foldes Financial Management

Hunter Horsley
Chief Executive Officer, Bitwise Asset Management

James Waldinger
Chief Executive Officer, Artivest

Scott Hanson
Co-Chief Executive Officer, Hanson McClain

Craig Wietz
President, First Rate

Tim Hockey
Chief Executive Officer, TD Ameritrade

Karl Roessner
Chief Executive Officer, E*Trade Financial Corporation

Ed Yardeni
President, Yardeni Research

Harry Den
Founder, Dent Research

Ken Feinberg
Managing Partner, The Law Offices of Kenneth Feinberg

Cheryl Nash
President, Fiserv Investment Services

Knut Rostad
President, The Institute for the Fiduciary Standard

Sheena Iyengar
Professor, Columbia Business School

Bob Herrmann
Chief Executive Officer, Discovery Data

Bruno del Ama
Former Chief Executive Officer, Global X

Lee Beck
Managing Partner, Kudu Investment Management

Brendan Clark
Chief Executive Officer, Clark Capital Management Group

Nate Dalton
Chief Executive Officer, Affiliated Managers Group

Matt Brown
Chief Executive Officer, CAIS Group

Dave Barton
Vice Chairman, Mercer Advisors

Adam Birenbaum
Chief Executive Officer, Buckingham Family of Financial Services

Sandra Nesbit
Managing Director, Mercer Advisors

Elliot Weissbluth
Chairman, HighTower

Anton Honikman
Chief Executive Officer, MyVest Corporation

Tracy Chadwell
Founding Partner, 1843 Capital

Steve Piaker
Co-Business Head, Napier Park Financial Partners

Mark Rodrigues
Partner, Illuminate Financial Management

Andy Stewart
Founding Partner, Motive Partners

2019 Sponsors

• Asi Advisor Software
• Allianz
• Apex Clearing
• Aquiline Holdings
• AssetMark
• Brinker Capital
• Cais
• Centana Growth Partners
• CFRA
• Charles Schwab
• Discovery Data
• Docupace
• Envestnet
• Extrade Advisor Services
• Fidelity Investments
• First Rate
• Fiserv
• Genstar Capital
• Hidden Levers
• InvestCloud
• MyVest
• Orion Advisor Services
• RBC Correspondent Services
• TA Associates
• TD Ameritrade
• Valmark Financial Group
• Vestmark