Tiburon Strategic Advisors Announces Agenda for Tiburon CEO Summit XXI

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Rob Arnott, Bill Hambrecht, & Bill Sharpe to Receive Tiburon CEO Summit Awards

SAN FRANCISCO (July 21, 2011) -- Tiburon Strategic Advisors, a market research and strategy consulting firm serving a wide variety of financial institutions and investment managers, will hold Tiburon CEO Summit XXI, a semi-annual event for its executive level clients, October 12 and 13, 2011 at the Ritz Carton Hotel in San Francisco. Click here to review the tentative client attendee list and meeting agenda.

Tiburon's Managing Principal, Charles “Chip” Roame, will open Tiburon CEO Summit XXI by addressing the state of the financial services industry. Mr. Roame's comments will address both current events around the economy and regulatory reform, as well as more secular trends involving products such as exchange traded funds and markets and distribution channels such as breakaway brokers.

Tiburon's CEO Summits have come to support three central themes: Focusing on Consumer (and Other Client) Needs, Challenging Conventional Industry Wisdom (Innovation), and Taking Responsibility. Tiburon recognizes industry executives who exemplify these attributes during its awards ceremony.

At Tiburon CEO Summit XXI, Tiburon will present its fourth annual Tiburon CEO Summit Awards to:

  • Rob Arnott (CEO, Research Affiliates)
  • Bill Hambrecht, (CEO, WR Hambrecht & Company
  • Bill Sharpe (Professor Emeritus, Stanford University)

Past Tiburon CEO Summit Award recipients have included John Bogle, Founder of The Vanguard Group; Mark Casady, CEO of LPL Financial; Joe Mansueto, CEO of Morningstar; Don Phillips, President, Fund Research at Morningstar; Charles Schwab, Chairman of The Charles Schwab Corporation; & Ken Fisher, CEO of Fisher Investments.

The roster of guest speakers confirmed for Tiburon CEO Summit XXI includes:

  • Pete Kight (Managing Partner, Comvest Group)
  • Michael Sapir (CEO, Pro Funds Group)
  • Paul Steiger (CEO, Pro Publica)
  • John Taft (CEO, RBC Wealth Management)

Additional guest speakers will be announced soon. Updates to the agenda and guest speakers can be found by visiting the tentative meeting agenda.

“Tiburon's CEO Summits bring together a select group of senior executives from a variety of industries to discuss a broad swath of issues regarding the future of the banking, insurance, brokerage, investments, advice and wealth management businesses,” explained Roame. “The CEO Summits provide a unique forum for financial services industry CEOs from across traditional industry silos to gather to discuss business opportunities.”

Several long-time Tiburon clients, including Advisor Software, Alston & Bird, Charles Schwab, Envestnet, EverBank Financial, Fidelity Investments, Fiserv Investment Services, Genworth Financial Wealth Management, Jefferson National Financial, LPL Financial, Meridian-IQ, RBC Correspondent Services, State Street Global Advisors, TD Ameritrade Institutional, & Trust Fort are offering financial support for Tiburon CEO Summit XXI.

Media sponsors for the Tiburon CEO Summit XXI include American Banker, Bank Investment Consultant, Barron'sFinancial Advisor, Financial Planning, Money Management Executive, On Wall Street, Private Wealth, Registered Rep, and Trusts and Estates.

Tiburon maintains a list of over 3,000 executive-level clients at over 300 companies who have engaged the firm, many of whom have actively participated in prior Tiburon CEO Summits. Attendance at each CEO Summit is limited to 200 executives and is reserved for Tiburon's clients. Tiburon clients who would like to participate in a future Tiburon CEO Summit, please contact Tiburon's Managing Partner Chip Roame for a personal invitation. Prospective clients who are interested in attending Tiburon CEO Summit XXI please contact Sarah Sage at SSage@TiburonAdvisors.Com or (415) 789-2540.

A limited number of press passes are available; please contact Al Martin at (800) 974-7753 or AlMartin@ImpactCommunications.org for details. Journalists are invited to contact Al Martin or Sarah Sage to schedule an interview with Mr. Roame.

Al Martin

Impact Communications

913 649-5009

almartin@impactcommunications.org

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