Walt Bettinger and Harry Markowitz to be Honored at Tiburon CEO Summit XXIII

SAN FRANCISCO, Sept. 7, 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-third Tiburon CEO Summit, a semi-annual event for executive level clients and special guests, October 16-17, 2012, at the Ritz Carlton Hotel in San Francisco.

Tiburon's Managing Partner Chip Roame will in his keynote presentation discuss the future of wealth management including the rapidly evolving product and distribution markets. He will also address both economic current events and strategic developments discovered by Tiburon and some of their clients.

The semi-annual Tiburon CEO Summits support three central themes: Focusing on consumer and other client needs, challenging conventional industry wisdom (Innovation), and taking responsibility. In addition, through its CEO Summit Awards, Tiburon recognizes industry executives who exemplify these attributes. Awarded since 2009, the awards honor executives who embody the above-mentioned themes.

At the October 2012 event, Tiburon will present Tiburon CEO Summit Awards to two recipients:

• Walt Bettinger (CEO, The Charles Schwab Corporation)
• Harry Markowitz (Professor, University of California at San Diego)

Tiburon CEO Summit XXIII will feature five CEO Summit panel discussions, featuring three Tiburon clients each, the option to attend one of five break-out sessions, and an "Ask The Consumers" panel where Tiburon CEO Summit XXIII attendees will be able to interface with consumers to better understand their financial needs and concerns. Click here to view the entire agenda.

"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. "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 Advent Software, Advisor Software, Alston & Bird, AXA Advisors, BNY Mellon, BrightScope, Charles Schwab, Discovery Data, Docupace Technologies, DST Systems, Envestnet Asset Management, EverBank Financial, Fidelity Investments, Fiserv Investment Services, FolioDynamix, Genworth Financial Wealth Management, Jefferson National Financial, Laser App Software, LPL Financial, McGladrey, My Vest, Orion Advisor Services, RBC Correspondent Services, SEI Investments, State Street Global Advisors, TD Ameritrade Institutional, TrustFort, and Vestmark are providing financial support for Tiburon CEO Summit XXIII. Media sponsors include Advisor Perspectives, American Banker, Bank Investment Consultant, Barron's, Financial Advisor, Financial Planning, Insurance Newscast Daily, Money Management Executive, On Wall Street, Pensions & Investments, Private Wealth, 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 XXIII should contact Al Martin at [email protected] or (913) 649-5009.

CONTACT:

Alfred Martin, Director of Media Relations
Impact Communications
(913) 649-5009
[email protected]

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SOURCE Tiburon Strategic Advisors