SAN FRANCISCO, Sept. 12, 2013 /PRNewswire-iReach/ -- Tiburon Strategic Advisors, a market research and strategy consulting firm serving a wide variety of financial institutions and investment managers, will hold its twenty-fifth Tiburon CEO Summit, a semi-annual event for executive level clients and special guests, October 8-9, 2013, at the Ritz Carlton Hotel in San Francisco, California. The semi-annual Summit supports three central themes: Focusing on consumer and other client needs, challenging conventional industry wisdom (innovation), and taking responsibility. The October 2013 event will have more than 200 executives in attendance, and will feature the firm's traditional client-centric panel discussions along with two networking-based social events. This unique forum will also offer a dozen educational sessions while presenting a plethora of opportunities to network and build new business relationships. Click here to review the tentative agenda.

(Photo: http://photos.prnewswire.com/prnh/20130912/MN78346)

On the first day of Tiburon CEO Summit XXV, Tiburon's Managing Partner, Chip Roame, will deliver the keynote presentation which addresses the state of the financial services industry, with a specific focus on the future of the wealth management market. Mr. Roame's comments will address the rapidly evolving product and distribution markets, as well as economic current events and strategic developments within the industry. Matt Lynch, Principal of Tiburon Strategic Advisors, will on day two deliver a General Session Presentation that will highlight some of Tiburon Strategic Advisors' unique insights based on a broad range of industry research projects.

Tiburon CEO Summit XXV will include the following guest speakers and panelists:

• Steve Lockshin (Chairman, Convergent Wealth Advisors)
• Michelle Watson (Chief Investment Officer, First Republic Investment Management)
• Chris Wolfe (Chief Investment Officer, Private Banking & Investment Group, Merrill Lynch Wealth Management)
• Ric Edelman (CEO, The Edelman Financial Group)
• Bill Harris (CEO, Personal Capital Corporation)
• Simon Roy (President, Jemstep)
• Hardeep Walia (CEO, Motif Investing)
• Ryan Alfred (President, BrightScope)
• Ed Forst (CEO, Lincoln Investment Planning)
• Jeff Maggioncalda (CEO, Financial Engines)
• Greg Tschider (CEO, Verisight)
• Bill Crager (President, Envestnet)
• Mark Goldberg (President, Carey Financial)
• Chuck Widger (Chairman, Brinker Capital)
• Mike Woods (CEO, DWS Investments Distributors)
• James Carney (CEO, By All Accounts)
• Pete Hess (CEO, Advent Software)
• Anton Honikman (CEO, My Vest Corporation)
• Rob Klapprodt (President, Vestmark)
• Eric Clarke (President, Orion Advisor Services)
• Skip Schweiss (President, TD Ameritrade Trust Company)
• Frank Trotter (President, EverBank Direct)
• Ben Cukier (Partner, FTV Capital)
• Mark Gormley (Partner, Lee Equity Partners)
• Geoff Kalish (Co-Founder, Aquiline Capital Partners)
• Paul Koontz (General Partner, Foundation Capital)
• Kent Christian (President, Wells Fargo Advisors Financial Network)
• Mike Durbin (President, Fidelity Institutional Wealth Services)
• Blake Mohr (CEO, Capitas Financial)
• Robert Moore (President, LPL Financial)
• Ron Carson (CEO, Carson Wealth Management Group)
• Dan Goldie (CEO, Dan Goldie Financial Services)
• Steve Janachowski (CEO, Brouwer & Janachowski)
• John Rafal (CEO, Essex Financial Services)
• John Bunch (CEO, The Mutual Fund Store)
• Joe Duran (CEO, United Capital Financial Partners)
• Mark Hurley (CEO, Fiduciary Network)
• Elliot Weissbluth (CEO, HighTower)

Panel Moderators, Facilitators, & Media Relations Team:

• Matt Lynch (Principal, Tiburon Strategic Advisors)
• Skip Schweiss (President, TD Ameritrade Trust Company)
• Dan Kern (President, Advisor Partners)
• Mike Alfred (CEO, BrightScope)
• Chuck Lewis (Vice Chairman, My Vest Corporation)
• Neal Ringquist (President, Advisor Software)
• Bob Herrmann (CEO, Discovery Data)
• Frank Trotter (President, EverBank Direct)
• Craig Gordon (Business Head, RBC Correspondent & Advisor Services)
• Eric Clarke (President, Orion Advisor Services)
• Randy Moore (Partner, Financial Services & Products Group, Alston & Bird)
• David Baum (Partner, Alston & Bird)
• David Conover (President, Wealth Management & Brokerage, EverBank Financial)
• Tom Embrogno (Executive Vice President, Docupace Technologies)
• John Hague (Partner, McGladrey)
• Peter Jantzen (Executive Vice President, Vestmark)
• Greg Vigrass (CEO, Folio Institutional)
• Marie Swift (CEO, Impact Communications)

Tiburon CEO Summit XXV will feature six CEO Summit panel discussions, featuring four Tiburon clients each, the option to attend one of three break-out sessions, and an "Ask the Consumers" panel where Tiburon CEO Summit XXV attendees will be able to communicate with consumers to better understand their financial needs and concerns. This year's event will include many chances to interface with panels such as "Ask the Advisors," "Ask the Aspiring National Wealth Management Firms," "Ask the Online Advice Firms," "Ask the Retirement Plans Market Leaders," "Ask the Investment Managers," "Ask the Technology Leaders," "Ask the Venture Capital & Private Equity Firms," and "Ask the Financial Advisor Channels Leaders."

"Tiburon's CEO Summits provide the unique opportunity for a select group of senior executives from a wide range of industry sectors to discuss a variety of issues regarding the future of the banking, insurance, brokerage, investments, advice, and wealth management businesses," said Roame. "We expect another outstanding conference, with over 200 of the nation's top C-level executives from all disciplines in the financial services industry. These are the titans of the industry, and I am happy to say that the amount of mergers, acquisitions, and strategic partnerships that are sparked and nurtured through introductions and conversation at the Tiburon CEO Summits is very impressive."

Click here to see the growing list of attendees: http://www.tiburonadvisors.com/Attendee%20List.html

Several long-time Tiburon clients, including Advent Software, Advisor Software, Alston & Bird, BNY Mellon, BrightScope, Brinker Capital, By All Accounts, Charles Schwab, Citi, Discovery Data, Docupace Technologies, eMoney Advisors, Envestnet, EverBank Financial, Fidelity Investments, First Allied Holdings, FolioDynamix, Folio Institutional, Genworth Wealth Management, Jefferson National Financial, Larkin Point Investment Advisors, LPL Financial, McGladrey, My Vest, Orion Advisor Services, RBC Correspondent Services, Scottrade, SEI Investments, SIM Partners, State Street Global Advisors, TD Ameritrade Institutional, Trust Company of America, & Vestmark are offering financial support for Tiburon CEO Summit XXV.

Media sponsors include Advisor Perspectives, American Banker, Bank Investment Consultant, Financial Advisor, Financial Planning, Insurance Newscast, Money Management Executive, On Wall Street, Pensions & Investments, Private Wealth, Rep., and Trusts & Estates. 

Media Contact: Alfred Martin, Impact Communications, 913-649-5009, almartin@impactcommunications.org

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SOURCE Tiburon Strategic Advisors