Live in Boston: Tiburon CEO Summit XLIX
October 29, 2025
Advancing the Conversation on Alternatives and Wealth Management
Bringing together the most influential voices in wealth and investment management, the Tiburon CEO Summit XLIX serves as an exclusive platform for senior executives to engage in candid discussions about the challenges and opportunities shaping the future of the industry. Across two days of sessions—including fireside chats, CEO panels, and intimate roundtables—participants will dive into Tiburon’s latest research, examine disruptive business models, and collaborate on strategies for long-term success.
PPB Capital Partners is excited to attend this year’s summit and join the conversation alongside industry peers. We look forward to exchanging insights, learning from forward-thinking leaders, and sharing perspectives on how operational innovation, alternative investments, and technology are reshaping the wealth management landscape.
Topics Covered:
- The evolution of wealth and investment management business models amid technological disruption and consolidation
- Strategies for scaling advisory platforms and integrating alternative investments into client portfolios
- Public policy, corporate governance, and leadership insights shaping the future of the financial services industry
Schedule Details
October 29th, 2025
11:45 AM – 12:45 PM
CEO Roundtable Discussion with Brendan Lake
Topic: Key Drivers of Alternatives Expansion
