Table Of Content

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

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Apr 9, 2013 General Session Guest Presentation: Rich Bernstein (CEO, Richard Paul Hatch (Vice Chairman, Morgan Stanley Wealth Management).

Tiburon CEO Summit XXIV Binder - Tiburon Strategic Advisors PDF

284 Pages·2013·27.01 MB·English

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Apr 9, 2013 General Session Guest Presentation: Rich Bernstein (CEO, Richard Paul Hatch (Vice Chairman, Morgan Stanley Wealth Management).

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Author:	Unknown
Publication Year:	2013
Pages:	284
Language:	English
File Size:	27.01
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