{"href":"https://api.simplecast.com/oembed?url=https%3A%2F%2Finvest-well-be-well.simplecast.com%2Fepisodes%2Fchip-roame-uhlx4Rg2","width":444,"version":"1.0","type":"rich","title":"Chip Roame: Five Trends Shaping The Future of Wealth","thumbnail_width":300,"thumbnail_url":"https://image.simplecastcdn.com/images/62718810-abcb-4d0d-a376-4c8dd1f690fe/c2c53fee-b42c-469b-b0ee-7674c911497e/artwork.jpg","thumbnail_height":300,"provider_url":"https://simplecast.com","provider_name":"Simplecast","html":"","height":200,"description":"A podcast for wiser investing and stronger living.\n\nSuccess in the markets and in life requires sound investments — in our portfolios and our personal wellness. A weekly show, Invest Well, Be Well explores the principles of long-term investing, behavioral finance and peak performance with top-performing investment professionals and cross-industry leaders. Hosted by investment executive Rusty Vanneman and seasoned journalist Robyn Murray, each episode offers practical strategies for building wealth and prioritizing well-being, so you can make better decisions, grow your resilience and elevate your life.\n\nIn this episode, we spoke with Chip Roame, the Founder & Managing Partner of Tiburon Strategic Advisors and the Tiburon CEO Summits. He is a leading strategic advisor to 700+ Tiburon corporate member firms & other clients, primarily advising the CEOs, other senior executives, & boards of directors of wealth & investment management (& WealthTech) firms. Mr. Roame has also served as an industry experienced board member for numerous Tiburon member firms, and currently serves on nine boards. He assisted as a board member as firms signed dozens of substantial joint ventures, took out numerous revolvers & term loans, hired a variety of investment bankers, raised multiple rounds of venture capital, completed dozens of acquisitions, completed initial & secondary public offerings, and sold selves to both sponsors and strategic acquirers. Mr. Roame has negotiated CEO & board compensation plans, navigated multiple name founder & other CEO transitions, and worked through the sudden death of a CEO. He has monitored financial, cybersecurity, & public relations risks. He is a past and/or present board vice chairman and chairman of numerous strategy, human capital & compensation, and nominating & governance committees, and he is a qualified audit committee lead director. Mr. Roame spends his time between homes in New York, NY (Upper East Side); San Francisco, CA (Tiburon, CA); Sydney, Australia (Darling Point, NSW); and Europe."}