David Booth, Bob Reynolds and Al West to be Honored at Tiburon CEO Summit XXII

NEW YORK, April 2, 2012 /PRNewswire/ -- Tiburon Strategic Advisors, a market research and strategy consulting firm serving a wide variety of financial institutions and investment managers, will hold its twenty-second Tiburon CEO Summit, a semi-annual event for executive level clients and special guests, April 17-18, 2012, at the Ritz Carlton New York, Battery Park. Click here to review the tentative agenda.

Tiburon's Managing Principal, Charles "Chip" Roame, will open Tiburon CEO Summit XXII 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. Gail Graham, Executive Vice President, Marketing, at Fidelity Institutional Wealth Services, will introduce Roame's keynote address.

Tiburon's CEO Summits 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. Tiburon initiated its CEO Summit Awards in 2009 to further support the above-mentioned themes.

At the April 2012 event, Tiburon will present Tiburon CEO Summit Awards to three recipients:

• David Booth (CEO, Dimensional Fund Advisors)
• Bob Reynolds (CEO, Putnam Investments)
• Al West (CEO, SEI Investments)

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

• Mike Alfred (CEO, BrightScope)
• Atindra Barua (CEO, TrustFort)
• Tony Batman (CEO, 1st Global Capital Corporation)
• Jon Baum (CEO, The Dreyfus Corporation)
• Jud Bergman (CEO, Envestnet)
• Chris Blunt (President, Insurance, New York Life)
• Tom Bradley (President, Retail Distribution, TD Ameritrade)
• Bruce Cameron (CEO, Berkshire Capital Securities)
• Mitch Caplan (CEO, Jefferson National Financial) 
• Mark Casady (CEO, LPL Financial)
• Ben Cukier (Partner, FTV Capital)
• Gail Graham (Executive Vice President, Marketing, Fidelity Institutional Wealth Services)
• Matt Lynch (Principal, Tiburon Strategic Advisors)
• Cheryl Nash (President, Investment Services, Fiserv)
• Shirl Penney (CEO, Dynasty Financial Partners)
• Scott Powers (CEO, State Street Global Advisors)
• Neal Ringquist (President, Advisor Software)
• Sterling Shea (Business Head, Advisory & Wealth Management Programs, Barron's)
• Elliot Weissbluth (CEO, HighTower)
• Derek Young (Vice Chairman, Pyramis Global Advisors, Fidelity Investments)

Tiburon CEO Summit XXII will feature a CEO Summit insights panel with four Tiburon clients, five less formal breakout sessions, two networking-based social events, and an "ask the consumers" panel where Tiburon CEO Summit XXII attendees will be able to interface with consumers to better understand their financial needs and concerns.

"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," explained Roame. "Tiburon's CEO Summits continue to be one of the only true forums where financial services industry CEOs can gather to discuss business opportunities. The list of business relationships resulting from prior Tiburon CEO Summits is impressive."

Several new and long-time Tiburon clients, including Advisor Software, Alston & Bird, Charles Schwab, Discovery Data, Envestnet Asset Management, EverBank Financial, Fidelity Investments, Fiserv Investment Services, Genworth Financial Wealth Management, Jefferson National Financial, LPL Financial, My Vest, RBC Correspondent Services, SEI Investments, State Street Global Advisors, TD Ameritrade Institutional, TrustFort, and Vestmark are offering financial support for Tiburon CEO Summit XXII. Media sponsors include American Banker, Bank Investment Consultant, Barron's, Financial Advisor, Financial Planning, Money Management Executive, On Wall Street, Pensions & Investments, Private Wealth, Registered Rep, and Trusts & Estates. "Tiburon remains grateful for these businesses' continued support of the Tiburon CEO Summit," said Roame.

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 Tiburon CEO Summits, please contact Tiburon's Managing Principal Chip Roame for a personal invitation. Prospective clients should visit www.TiburonAdvisors.com to review service offerings. Members of the media who are interested in attending Tiburon CEO Summit XXII should contact Al Martin at [email protected] or (913) 649-5009.

SOURCE Tiburon Strategic Advisors