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Tiburon CEO Summit XXXVII
San Francisco, CA
October 7-9, 2019

Tiburon Impact Adventure 4.0
January 27-28, 2020
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Skip & Chip's Excellent Adventure 9.0
Palm Springs, CA
July 12-14, 2020
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Tiburon Talks: Cutting Edge Industry Executives on Thought Provoking Topics

Tiburon Strategic Advisors is pleased to confirm the speakers for the first of two Tiburon Talks sessions at the upcoming Tiburon CEO Summit XXXVII, to be held October 7-9, 2019 at The Ritz Carlton Hotel in San Francisco, CA.

Tiburon Talks sessions at Tiburon CEO Summit XXXVII will provide the audience with thought-provoking, powerful talks by cutting edge industry executives covering a wide range of topics.: Aging Populations; Behavioral Governance; Managing Strategic Initiatives; Personalized Retirement Plans; Sustainability in Finance; and Systematic Investing

Profiles of the first session of Tiburon Talks speakers can be found below and the most up to date agenda can be found here

Tiburon CEO Summit XXXVII will feature over twenty sessions focusing on in-depth discussions of Tiburon research and leading-edge business models through a fireside chat with Ken Fisher, Tiburon Talks (akin to TED Talks), general session CEO panel discussions, and CEO roundtable sessions.

Senior executives at current Tiburon member firms can confirm their attendance here:

Join as a Tiburon Member today and your firm will receive member benefits through to the end of 2020. This means that all title qualified executives at your firm could attend the next three Tiburon CEO Summits. Membership also includes access for all employees to Tiburon's weekly Tiburon Research Calls and over 2,400 Tiburon Written Research documents.

Email Sarah Sage if you have any questions about Tiburon Membership and how you and your firm can begin to benefit immediately.

Tiburon Talks Speakers

Tuesday October 9, 2019

Ken Dychtwald


Age Wave

Since 1986, Ken has been the Founder and CEO of Age Wave, a firm created to guide companies and government groups in product/service development for boomers and mature adults. His client list has included over half the Fortune 500, and his explorations and innovative solutions have fertilized and catalyzed a broad spectrum of industry sectors—from pharmaceuticals and medical devices, to automotive design and retail merchandising, to financial planning and health insurance.

During his career, Ken has addressed more than two million people worldwide in his speeches to corporate, association, social service, and government groups. His strikingly accurate predictions and innovative ideas are regularly featured in leading print and electronic media worldwide and have garnered more than ten billion media impressions.

Gerard O’Reilly

Dimensional Fund Advisors

Gerard O’Reilly serves as Co-CEO and Chief Investment Officer and is a Dimensional Director. He has been with Dimensional since 2004 and was named Co-CIO in 2014. He oversees the design, development, and delivery of research that guides Dimensional’s scientific approach to investing. He has been instrumental in the creation and implementation of investment solutions that meet the needs of Dimensional’s global clients.

Gerard works closely with clients and leads a team of researchers, portfolio managers, and traders in designing and managing reliable and cost-effective investment strategies based on sound academic research. Gerard is the co-chair of the firm’s Investment Research Committee and a member of the Investment Committee.

Kenny Smith

Vice Chairman

Financial Services Industry
Deloitte Touche Tohmatsu

As financial services leader, Kenny is responsible for overseeing Deloitte’s four industry sectors: Banking and securities, insurance, real estate, and investment management. Additionally, he leads the integration and collaboration of Deloitte’s key businesses, including consulting, audit, tax, risk management, and financial advisory services, to bring comprehensive solutions to our industry clients.

His key responsibilities include the overall strategic direction of the practice, alignment of resources with clients, team leadership development, and succession. Kenny also serves on Deloitte’s Global Financial Services Industry Leadership Council, which ensures the consistency and alignment of our services to multiple global clients.
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