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Tiburon CEO Summit XLV – Track I: Investment Management: Comprehensive Financial Planning

November 8, 2023 @ 8:00 am - 9:00 am EST

Track I: Investment Management: Comprehensive Financial Planning

8:00am-9:00am: CEO Roundtable Discussions

i. Comprehensive Financial Planning
ii. Exchange Traded Funds (ETFs) & Personalized Indexing
iii. Managed Account Programs & Platforms
iv. Alternative Investments

Facilitator, Anton Honikman

Facilitator
Anton Honikman
CEO
MyVest

Steve Lockshin

Speaker
Steve Lockshin
CEO
AdvicePeriod

Joe Mrak

Speaker
Joe Mrak
CEO
Foundation Source
Philanthropic Services

Jacob Pruitt

Speaker
Jacob Pruitt
President
Fidelity Charitable

Josh Smith

Speaker
Josh Smith
CEO
VRGL

Eric Thomes

Speaker
Eric Thomes
CEO
Allianz Life Financial Services

See full meeting agenda here.

Details

  • Date: November 8, 2023
  • Time:
    8:00 am - 9:00 am EST
  • Event Category: