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One of Tiburon's most popular services is its half-day market seminar offering. Tiburon market seminars provide clients with quick, yet thorough understandings of industry dynamics and leading players in growing markets. Tiburon market seminars are a great way to kick-off board meetings, management committee meetings, and sales meetings. The firm also prides itself on helping its clients through the process of strategic implementation. This release provides an overview of Tiburon market seminars, introduces the Tiburon Consulting Fellows, and provides directions for scheduling seminars and contacting Tiburon Consulting Fellows

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Introduction

Tiburon Managing Principal Chip Roame delivers a shortened version of Tiburon's signature Future of Advice seminar to attendees at Tiburon's Seventh Semi-Annual CEO Summit

Tiburon Strategic Advisors is a market research & strategy consulting firm serving the brokerage and investment management industry. Due to the depth of its existing written industry knowledge (150,000 PowerPoint charts and graphs), Tiburon is able to deliver detailed presentations on a wide range of products and markets within the brokerage and investment management marketplace without significant preparation. As a result, Tiburon Market Seminars have become ideal for clients who need a quick and yet thorough understanding of industry dynamics and leading players in growing markets. This is also an ideal low-cost method for new Tiburon clients to tap into the firm's years of industry experience and prior research efforts.

Specifically, Tiburon executives have been engaged by many firms to deliver presentations and lead brainstorming sessions with boards of directors, senior management teams, venture capital teams, and other groups. Tiburon Market Seminars are a great way to kick-off board meetings, management committee meetings, and sales meetings. Some Tiburon clients then develop their own strategies; others engage Tiburon for further research and strategy work. In any case, this is a great place to start; there is no reason to engage a consulting firm and wait months for them to catch up to one's existing knowledge!

More Information

Click the links below for more information:

• Tiburon's Client Services
• Tiburon's Market Seminars
• Schedule Market Seminar(s)

Tiburon Consulting Fellows

Tiburon's core business is the delivery of research-based strategy consulting including its market seminars. The firm also prides itself on helping its clients through the process of strategic implementation (e.g., identifying vendors, etc.). However, the firm recognizes that there comes a point where Tiburon's research skills are no longer the focus of its clients' needs and clients specifically need assistance in designing brochures, training advisors, installing software choices, choosing money managers, and/or recruiting executives. In other words, Tiburon offers strategic help that often leads to its clients needing tactical help in implementing strategies.

Since Tiburon consultants speak at dozens of conferences every year, the firm is exposed to all types of other industry "consultants" and has worked with many in client engagements. As a result, to assist Tiburon clients, the firm has developed a network of consultants in the industry that it believes offer specific expertise to help its clients. Tiburon's Consulting Fellows Program includes experts in the areas of Sales & Marketing, Operations & Technology, Human Resources & Recruiting, Investment Consulting, Mergers & Acquisitions, and Legal Affairs.

Click the links below to contact Tiburon's consulting fellow members:

Jim Atkinson Kevin Malone

Lori Medlen Barry Mendelson Keith Mitchell

Peter Shannahan Mitch Vigeveno

Jim Atkinson
Orbis Marketing
Tiburon Consulting Fellow

Jim Atkinson is the Principal of Orbis Marketing. Mr. Atkinson has been involved with the design, launch, and marketing of a number of mutual fund industry firsts, including the first non-US dollar money market fund, the first mainland China fund, the first wireless fund, and the first closed-end fund to feature an automatic conversion to an open-end fund. In addition to his hands-on experience in the industry, Mr. Atkinson has also served as the president of an award winning internet company that provides original content to assist investors in managing their mutual fund portfolios. A regular speaker at industry conferences, Mr. Atkinson has made numerous television appearances both in the US and abroad. Mr. Atkinson has developed a number of marketing principles; foremost among them is a strong belief that mutual fund companies must integrate their investment management processes & philosophy and their corporate personality with their marketing efforts. That is, marketing is not a veneer overlaid onto an investment management effort but rather the two must be intertwined.

Mr. Atkinson is enjoying his 23rd year in the financial services industry including 17 years in the mutual funds industry. As a senior mutual funds industry executive, he has had experience at small and large investment management firms as well as experience in both the direct and intermediary channels. Jim has been with two fund sponsor start-ups and has contributed to the product engineering, launch, and marketing of over 20 mutual funds. Included in this history are both load and no-load funds, domestic and offshore funds, and a closed-end fund.

Mr. Atkinson joined Tiburon's Consulting Fellows program in 2001 to offer assistance to the firms' collective mutual fund company clients in the areas of sales and marketing, including marketing strategies, advertising strategies, and marketing communications implementation. Through Mr. Atkinson, Guinness Atkinson Mutual Funds is a sponsor of three of Tiburon's advisor business benchmarking tools. By leveraging Tiburon's research, Mr. Atkinson is an excellent conference speaker and market seminar participant on topics such as "An Initial Overview of the Mutual Funds Industry," "A Comprehensive Overview of the Fee-Only Financial Advisor Market," "ETFs & Indexing: The Movement Toward Market-Linked Products", "The State of the Online Financial Services Industry", and "A Synopsis of the Fee-Only Financial Advisor Market." Jim resides in Los Angeles, CA and can be reached directly at JimA@OrbisMarketing.Com or 818-368-1728.

Kevin Malone
Greenrock Research
Tiburon Consulting Fellow

Kevin Malone is President of Greenrock Research. Founded in 1996, Greenrock Research provides investment manager research, monitoring, and administration. Greenrock offers research on investment managers in domestic equity, domestic fixed income, and specialty asset classes. Greenrock monitors the investment managers using both statistical means and direct contact & subjective measures, which are disseminated to clients on a regular basis.

Mr. Malone has spent 25 years in the industry including ten years with UBS Financial Services where he started the pension consulting department, five years managing portfolios as a partner with McBryan, Malone, & Russell, and five years as a portfolio manager with Alliance Capital Management. Mr. Malone earned a BA in Accounting from Loras College.

Mr. Malone joined Tiburon's Consulting Fellows program in 2002 to offer assistance to the firms' collective clients in investment consulting, a related field to Tiburon's expertise in strategic consulting. Kevin plays a key role in the consulting fellows program, serving on the advisory board. Kevin also co-manages the popular Investment Management panel at Tiburon's CEO Summits and by leveraging Tiburon's research, Mr. Malone is an excellent conference speaker and market seminar participant on "Fee-Accounts, TAMPs, & the Booming Separately Managed Accounts Market," and "A Comprehensive Overview of the Hedge Funds Industry", especially with a focus on manager research. Kevin can be reached directly at Kevin@GreenRockResearch.Com or 312-463-1301.

Lori Medlen
Financial Research Associates
Tiburon Consulting Fellow

Lori Medlen is President of Financial Research Associates, a leading conference organizer, offering conferences, seminars, and training for the financial services industry. FRA specializes in producing events on the latest industry topics, organizing each event from soup-to-nuts by researching topic area, recruiting speakers, writing the program agenda, soliciting sponsorship, and ensuring that events run smoothly on site. FRA's programs cover topics as diverse as hedge funds, managed accounts, distribution channel developments in the retail financial markets, public pension funds, and regulatory compliance.

Ms. Medlen has more than thirteen years experience in the conference industry, including several years as divisional manager for the Institute for International Research's finance division. After leaving IIR, Ms. Medlen was the primary founder of FRA. At FRA, she oversees conference topic development and the firm's general management, and often taps into Tiburon consultants as speakers. She has a BS in Business Administration from the University of California at Berkeley and serves on the board of directors for the Performance Institute, a consulting firm and conference organizer in the government arena.

Ms. Medlen joined Tiburon's Consulting Fellows program in 2003 to leverage Tiburon's expertise in FRA conferences and to disseminate Tiburon research to interested FRA clients. She brings a broad knowledge of a number of area of finance, and a keen sense of hot topic areas throughout the industry. In addition, she can offer advice concerning conference planning and direct mail marketing. Lori lives in Santa Cruz, California and can be reached directly at LMedlen@FRALLC.Com or 831-465-2281.

Barry Mendelson
Capital Markets Consultants
Tiburon Consulting Fellow

Barry Mendelson is the Founder and Managing Partner of Capital Market Consultants, a business consulting and investment advisory firm located in Milwaukee, Wisconsin. CMC specializes in developing open architecture investment programs and training solutions for small to mid sized financial organizations and RIAs.

Prior to founding CMC in 2002, Mr. Mendelson was Director of Investment Consulting Services & Wealth Management Strategy at RW Baird & Company, where he was instrumental in the development of the firm's investment management consulting business, including the development of new products and services. Mr. Mendelson has worked in the financial services industry for twenty five years serving in similar leadership positions at other regional broker/dealers. Mr. Mendelson earned his BS from Palmer College in Davenport, Iowa in 1976, and his Certified Investment Management Analyst designation from the University of Pennsylvania’s Wharton Business School and the Investment Management Consultants Association in 1990. He has been a member of the Investment Management Consultants Association since 1989 and now serves on its Professional Ethics Committee. He is a member of the International Coaches Federation and has spoken frequently at industry events over the years on subjects including investment manager research, asset allocation, investment styles, client profiling, practice management for the RIA, and investment management consulting.

Mr. Mendelson joined Tiburon’s Consulting Fellows program in 2003 to partner in the areas of open architecture business solutions for small to mid-sized firms, front-line advisor coaching, and practice management. By leveraging Tiburon's research, Mr. Mendelson is an excellent conference speaker and market seminar participant on topics such as "Fee-Accounts, Turnkey Asset Management Programs (TAMPs), & the Booming Separately Managed Accounts Market" and "The State of the Full-Service Brokerage Industry". Barry resides in Milwaukee, Wisconsin and can be reached directly at Barry@CMarkC.com or 414-727-7995.

Keith Mitchell
Mitchell Advisers
Tiburon Consulting Fellow

Keith Mitchell is the Principal of Mitchell Advisers. Mr. Mitchell has led recent assignments for SunTrust, Evaluation Associates Capital Management, Hansberger Global, Asset Management Incorporated, and Victor Ugolyn.

Mr. Mitchell's career within the asset management business spans over twenty years with extensive operational and strategic management experience, including start-up and turn-around situations for institutional and retail oriented firms in the US and abroad. Prior to forming Mitchell Advisers, Keith was a managing director with Putnam Lovell NBF in San Francisco and Atlanta. He previously held executive positions at AIB Asset Management Holdings, Delaware Management Holdings, Enterprise Capital Management, and Van Kampen.

Mr. Mitchell joined Tiburon's Consulting Fellows program in 2003, resigned for personal reasons in 2004, and rejoined in 2006 to offer assistance to the firms' collective clients in the area of strategically based mergers & acquisitions. By leveraging Tiburon's research, Mr. Mitchell is an excellent conference speaker and market seminar participant on topics such as "Institutional Mergers & Acquisitions" and "Financial Advisor Mergers & Acquisitions." Keith resides in Atlanta, GA and can be reached directly at KMitchell@MitchellAdvisers.Com or 770-442-0464.

Peter Shannahan
Shannahan & Company
Tiburon Consulting Fellow

Peter Shannahan is the President of Shannahan & Company, located in Mill Valley, CA. Shannahan & Company is a retained executive search firm specializing in the financial services industry with a particular expertise in the investment management arena. With over eighteen years of experience, Shannahan & Company has located professionals in management, sales, marketing, client services, consulting, and communications. Shannahan & Company's clients include a wide variety of banks, mutual fund companies, insurance companies, and consulting firms, as well as major hardware & software vendors that cater to the financial services industry.

Mr. Shannahan has a BS in business from Providence College and an MBA from Suffolk University. He was an Armor Officer in the US Army and finished his military experience as a tank company commander.

Mr. Shannahan joined Tiburon's Consulting Fellows program in 2001 to offer assistance to the firms' collective financial institutions clients in their search for top talent. Peter currently resides in Tiburon, California (not too far from Tiburon's office) with his wife and two children and can be reached directly at Peter@Shannahan.Com or 415-381-3613.

Mitch Vigeveno
Turning Point
Tiburon Consulting Fellow

Mitch Vigeveno is the CEO of Turning Point, which was founded in 1994 to provide recruiting, executive search, and consulting services to the financial services industry. Turning Point specializes in two areas: helping financial services firms find the best executive & management personnel to support their client bases and helping brokers & planners find the best broker/dealers for their needs. Turning Point works on a national basis and specializes in placing high quality professionals with broker/dealers, insurance companies, banks, and registered investment advisory firms. Previous assignments have included CEOs, chief operations officers, chief marketing officers, regional sales directors, chief compliance officers, actuaries, wholesalers, and a variety of customer service management personnel.

Mr. Vigeveno has a BA degree from Brown University and holds the professional designations of CLU and ChFC. He has over twenty five years of experience in financial services on both the insurance and securities sides of the business. Mr. Vigeveno has written for, and been quoted in, several industry publications including Financial Planning Magazine, Ticker, Registered Representative, Investment Advisor Magazine, Investment News, and On Wall Street. Mr. Vigeveno has also been a speaker at several FPA and IMCA conferences. In addition, Mr. Vigeveno has been active as an officer, director, and member of the Tampa Bay Chapter of the Financial Planning Association since 1984. Turning Point is a member of the National Association of Personnel Services (NAPS), The National Banking & Financial Services Network, and the Top Echelon Recruiting Network.

Mr. Vigeveno joined Tiburon's Consulting Fellows program in 2001 to offer assistance to both the firms' collective broker/dealer clients as well as advisors, planners, and brokers in their search for a mutual fit. Mr. Vigeveno worked collaboratively with Tiburon on a competitive analysis research project regarding the offerings of independent broker/dealers. By leveraging Tiburon's research, Mr. Vigeveno is an excellent conference speaker and market seminar participant on topics such as "A Synopsis of the Fee-Only Financial Advisor Market", "A Synopsis of the Independent Rep Market", and "A Comprehensive Overview of the Business Models & Best Practices of Independent Reps." Mitch resides in Clearwater, Florida and can be reached directly at Mitch@TPIRecruiters.Net or 727-725-8876.

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The Tiburon Consulting Fellows program is Tiburon's effort at bringing the resources of other industry resources to bear for Tiburon clients and prospects. Feel free to contact any of the fellows directly or request that Tiburon include them in any existing Tiburon project. To read about other Tiburon executive programs, please see the pages for CEOs-in-Residence and Financial Advisor Roundtable.

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