Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, hosts a series of client-only CEO conferences called the Tiburon CEO Summits. The next CEO Summit will be April 18-19, 2007, at the Ritz Carlton Hotel in San Francisco.
John DesPrez (CEO, John Hancock Financial Services, Manulife Financial) will join Ed Haldeman (CEO, Putnam Investments, Marsh & McLennan), Steve Lockshin (CEO, Lydian Wealth Management, Lydian Trust Company), Jim Riepe (Retired Vice Chairman & Senior Advisor, T. Rowe Price Group), and Paul Schott Stevens (CEO, Investment Company Institute) as the five guest speakers along with Tiburon Managing Principal Chip Roame. In addition to the five guest speakers Tiburon CEO Summits also feature nine break-out sessions including one addressing the related topic of wealth management & family office services.
DesPrez is CEO of John Hancock Financial Services, the U.S. division of Toronto-based Manulife Financial Corporation. He also is a member of Manulife’s Executive and Management Committees. DesPrez, based in Boston, directs all phases of John Hancock’s operations. The company’s core businesses include life insurance, variable & fixed annuities, long-term care insurance, retirement plan services (401K plans), guaranteed & structured financial products, mutual funds, and college savings plans. He also is responsible for the common investment platform that underlies many of these products and oversees the multiple distribution channels, including non-proprietary broker/dealers, banks, and the John Hancock Financial Network (its career agency system), which distribute the company’s range of insurance & investment products.
DesPrez will address the challenges of leading both a product and distribution organization. Manulife and John Hancock have both benefited from the purchase of multiple Tiburon research reports, and Mr. DesPrez will be introduced by Tiburon CEO Summit Planning Committee member Tif Joyce (President, Joyce Financial Management).
Tiburon will continue to hold semi-annual CEO Summits in the fall of 2007 and in 2008-2009. Dates are October 10-11, 2007, April 9-10, 2008, October 15-16, 2008, April 8-9, 2009, and October 7-8, 2009.
Fall 2007 speakers will include Stephanie DiMarco (CEO, Advent Software), Mike Fraizer (CEO, Genworth Financial), George Gatch (CEO, JP Morgan Funds Management, JP Morgan Chase), and others to be announced soon. Spring 2008 speakers will include John Hailer (CEO, IXIS Asset Management Advisors, Groupe Caisse D’Epargne) and others to be announced soon.
Starting in 2008, Tiburon will hold its Spring CEO Summits at the Ritz Carlton Hotel in New York, NY in an effort to help the firm’s predominately east coast & European clientele attend more easily.
For more information on the conference, see www.tiburonadvisors.com.