Tiburon CEO Summit XXIV Binder - Tiburon Strategic Advisors

284 Pages·2013·27.01 MB·English

Tiburon Strategic Advisors
CEO Summit XXIV
April 9-10, 2013
Tiburon CEO Summit XXIV
April 9-10, 2013

Table of Contents

Tiburon CEO Summit XXIV Overview
• Agenda................................................................................................................................ 1
• Attendee List...................................................................................................................... 2

Day 1: Tuesday
• Tiburon CEO Summit XXIV Welcome: Frank Trotter..…………….................................. 3
• General Session Guest Presentation: Economy & Markets: Bob Doll (Chief Equity
Strategist, Nuveen Investments)……………………………………………………………… 4
• General Session Guest Presentation: Rich Bernstein (CEO, Richard Bernstein
Advisors)……………………………………….………………................................................ 5
• Keynote Presentation: Chip Roame………………………………………………………….. 6
• Break-Out Sessions…….................................................................................................... 7
1. Ask the Online Advice Firms (Salon I & II)
2. Ask the Acquirers (Salon III)
3. Ask the Policy Experts (Rise I & II)
• Spirit of the Tiburon CEO Summits: Frank Trotter & Skip Schweiss…….................... 8
• General Session Panel Discussion: Ask the CEOs: (Facilitated by Chip
Roame)................................................................................................................................ 9
• Chet Helck (CEO, Global Private Client Group, Raymond James Financial)
• Sallie Krawcheck (Former President, Global Wealth & Investment
Management, Bank of America Corporation)
• Fred Tomczyk (CEO, TD Ameritrade)
• General Session Panel Discussion: Ask the Distributors: (Facilitated by Bob
Herrmann)........................................................................................................................... 10
• Paul Hatch (Vice Chairman, Morgan Stanley Wealth Management)
• Larry Roth (CEO, Advisor Group, American International Group (AIG))
• Mark Tibergien (CEO, Pershing Advisor Solutions)
• General Session Guest Presentation: Ric Edelman on Singularity (CEO, The
Edelman Financial Group)……………………………………….………………................... 11
• Tiburon CEO Summit XXIV Day #1 Recap & Closing: Frank Trotter…......................... 12
Day 2: Wednesday
• Tiburon CEO Summit XXIV Day Two Welcome: Skip Schweiss.................................... 13
• General Session Presentation: Matt Lynch……..............................................................
14
• General Session Panel Discussion: Ask the Advisors (Facilitated by Stephen
Langlois)…....................................................................................………………………….. 15
• David Bugen (Founding Principal, RegentAtlantic Capital)
• Harold Evensky (President, Evensky & Katz)
• Steve Lockshin (Chairman, Convergent Wealth Advisors & Co-Founder,
Advizent)
• General Session Panel Discussion: Ask the Product Manufacturers (Facilitated by
Dan Kern)………………………………………………………………...................................... 16
• George Gatch (CEO, Global Funds Management, JP Morgan Asset
Management)
• Jim Jessee (President, MFS Fund Distributors)
• Don Phillips (President, Fund Research, Morningstar)
• Scott Powers (CEO, State Street Global Advisors)
• General Session Panel Discussion: Ask the Consumers (Facilitated by Craig
Gordon)…………………………………………………………………………………...…......... 17
• Tiburon CEO Summit XXIV Recap & Closing: Skip Schweiss & Chip Roame……….. 18

Tiburon CEO Summit XXIV Reference Documents
• Tiburon Brochure............................................................................................................... 19
• Tiburon Managing Partner Chip Roame Biography........................................................ 2 0
• Tiburon Other Partners & Principals Biographies.......................................................... 2 1
• Tiburon CEO Summits....................................................................................................... 22
• Tiburon CEO Summit XXIV Sponsors.............................................................................. 23
• Tiburon CEO Summit XXIV Media Sponsors................................................................... 24
• Tiburon CEO Summit XXIV Onsite Team......................................................................... 25
• Tiburon CEO Summit XXIV Attendee Policy.................................................................... 26
• Tiburon CEO Summits Past Media Coverage.................................................................. 27