Joe Mansueto & Don Phillips to be Honored at Tiburon CEO Summit XIX

SAN FRANCISCO, Sept. 20 /PRNewswire/ -- Tiburon Strategic Advisors, a market research and strategy consulting firm serving a wide variety of financial institutions and investment managers, has announced the recipients of its annual Tiburon CEO Summit Awards. Joe Mansueto (CEO, Morningstar) and Don Phillips (President, Fund Research, Morningstar) will be recognized as this year's Tiburon CEO Summit award recipients. The awards will be presented at Tiburon CEO Summit XIX, to be held October 6-7, 2010 at the Ritz Carlton Hotel in San Francisco, CA. Click here to review the tentative client invitee list and agenda.

"Tiburon's CEO Summits provide a unique opportunity for a select cross-industry group of senior executives to discuss a broad swath of issues regarding the future of the banking, insurance, brokerage, investments, advice, and wealth management businesses," explained Tiburon's Managing Principal Charles ("Chip") Roame. "The CEO Summits provide one of the only true forums where financial services industry CEOs from across traditional industry silos gather to discuss business opportunities. The list of business relationships resulting from prior Tiburon CEO Summits is impressive."

Tiburon's CEO Summits are built around three key themes:

• Maintaining a focus on consumer (and other client) needs
• Challenging conventional industry wisdom (innovation)
• Taking responsibility

"In the spirit of recognizing leaders in the financial services industry who have excelled at applying one or all of these concepts, Tiburon is pleased to honor Joe Mansueto and Don Phillips," Roame said. These two industry leaders exemplify the Tiburon CEO Summits' three central themes, including Focus on Consumer (and Other Client) Needs, Challenging Conventional Industry Wisdom (Innovation), and Taking Responsibility."

Guest speakers and other panelists at Tiburon CEO Summit XIX include:

• Chip Roame (Managing Principal, Tiburon Strategic Advisors)
• Skip Schweiss (President, TD Ameritrade Trust Company)
• Jeff Maggioncalda (CEO, Financial Engines)
• Harold Evensky (President, Evensky & Katz)
• Meir Statman (Professor, Santa Clara University)
• Dale Brown (CEO, Financial Services Institute)
• Randy Moore (Partner, Alston & Bird)
• Mark Yusko (CEO, Morgan Creek Capital Management)
• Ron Carson (CEO, Carson Wealth Management Group)
• Judy Barber (CEO, Family Money Consultants)
• Dennis Clark (CEO, Advisor Partners)
• Jeffrey Dunham (CEO, Dunham & Associates)
• Gerry McGraw (President, Fidelity Institutional)
• David Smith (Publisher, Charter Financial Publishing Network)

Mr. Roame will welcome CEO Summit attendees and offer the much-anticipated opening keynote presentation, State of the Financial Services Industry. Tiburon has held eighteen prior CEO Summits, with the first CEO Summit taking place in July 2001. Tiburon CEO Summits will continue to be held semi-annually.

ABOUT TIBURON STRATEGIC ADVISORS

Tiburon was formed in 1998 to offer market research, strategy consulting, and other related services primarily to financial services firms. Three of Tiburon's core clientele groups are the CEOs and other senior executives of large US financial institutions faced with difficult strategic decisions, leading executives of foreign financial institutions trying to understand and/or enter the US markets, and a long list of venture capital and private equity firms, and investment banks, making investments in, and executing transactions in, areas where Tiburon has developed proprietary insights. Tiburon rarely serves financial advisors themselves, but due to their growth, many of its client projects require the firm to study the financial advisory markets.

Tiburon's Managing Principal Charles ("Chip") Roame learned and developed the firm's consulting methodologies while employed at leading management consulting firm McKinsey & Company, adapted them to specifically serve the financial services marketplace, and then most recently before forming Tiburon, applied them as a business strategist at The Charles Schwab Corporation. Since 1998, Chip has had responsibility for all of Tiburon's consulting, research, and marketing activities.

SOURCE Tiburon Strategic Advisors