--- FEBRUARY 16, 2007 ---
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Tiburon is pleased to announce that John DesPrez (CEO, John Hancock Financial Services, Manulife Financial) will be one of five guest speakers at its upcoming CEO Summit XII being held April 18-19, 2007 at the Ritz Carlton Hotel in San Francisco, CA. Mr. DesPrez will address the challenges of leading both a product and distribution organization. Tiburon CEO Summit XII will also include a supporting break-out session addressing Wealth Management & Family Office Services (facilitated by Tif Joyce, President, Joyce Financial Management, & Kirk Michie, Managing Director, Lenox Advisors). Tiburon CEO Summit break-out sessions are supported by Tiburon's research including, in this case, its Insurance Products & Risk Management research report, published in 2006
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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, CA. 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.
Tiburon CEO Summit Guest Speaker: John DesPrez (CEO, John Hancock, Manulife Financial)
Guest Speaker John DesPrez (CEO, John Hancock Financial Services, Manulife Financial) will address the challenges of leading both a product and distribution organization |
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John DesPrez is CEO of John Hancock Financial Services, the US division of Toronto-based Manulife Financial Corporation. He also is a member of Manulife’s Executive and Management Committees. Mr. 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. In addition, Mr. DesPrez 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.
Mr. DesPrez assumed responsibility for all of John Hancock's operations in 2005. Previously, he led John Hancock’s US Wealth Management businesses, a role he took on the previous year after the merger of Manulife and John Hancock. From 1998 to 2004, Mr. DesPrez served as chairman of The Manufacturers Life Insurance Company (USA) (Manulife USA), overseeing all of Manulife’s US operations. Before joining Manulife in 1991, Mr. DesPrez practiced law in private practice between 1988 and 1990. He was with the firm of Jones & Blouch Attorneys-at-Law between 1983 and 1988 where he was an associate and a partner. Jones & Blouch has long represented Manulife and its affiliated companies.
Mr. 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 CEO Summit Products Break-Out Session: Wealth Management & Family Office Services
David Carroll (President, Capital Management Group, Wachovia Corporation) and Chip Roame (Managing Principal, Tiburon Strategic Advisors) discuss industry trends in-between break-out sessions at Tiburon CEO Summit XII |
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Tiburon's CEO Summits include nine breakout sessions to allow participants to engage in group discussions and address topics covered by the guest speakers in an intimate setting of no more than 35 attendees. One of those sessions at the upcoming Tiburon CEO Summit XII will be facilitated by Tif Joyce (President, Joyce Financial Management) & Kirk Michie (Managing Director, Lenox Advisors) and will address wealth management & family office services.
Additional break-out sessions will be facilitated by other top financial industry executives such as Tim Armour (Managing Director, Morningstar), John Cammack (Head of Third-Party Distribution, T. Rowe Price Group), Dennis Clark (CEO, Advisor Partners), Tom Lydon (President, Global Trends Investments), Kevin Malone (President, Greenrock Research), and David Smith (Group Publisher, Financial Advisor Magazine, Charter Financial Publishing Network), ensuring that the discussions remain lively and focused on high-level topics. Tiburon's Managing Principal Chip Roame will circulate in an effort to add Tiburon research-based insights to each discussion.
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Tiburon Research Report: Insurance Products & Risk Management
Tiburon has created a series of research reports to help educate its clients in a low-cost way on a wide variety of topics in the brokerage, investments, private banking, and wealth management markets. Tiburon's research provides the foundation for CEO Summit break-out sessions, and these reports allow Tiburon clients to learn more about the topics addressed by the five guest speakers and anticipate discussion topics in the nine break-out sessions.
Please click the image above to view the table of contents for Tiburon's research report on Insurance Products & Risk Management |
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Tiburon's Insurance Products & Risk Management research report was published last year and provides readers with a comprehensive understanding of insurance industry products and distribution channels. The report highlights the state of the market in addressing these life risks, including their role in the broader wealth management movement.
To order this report or any of Tiburon's twenty-six research reports, email Brian Cotter at: BCotter@TiburonAdvisors.Com
Additional Tiburon CEO Summit XII Guest Speakers
In addition to John DesPrez, other great speakers at Tiburon CEO Summit XII will include 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).
2007-2009 Tiburon CEO Summits
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.
More Information
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Tiburon Strategic Advisors
Tiburon Strategic Advisors, based in Tiburon, CA, was formed in 1998 to offer market research & strategy consulting services to all types of financial institutions and investment managers:
- The firm has served almost 300 corporate clients and completed over 900 projects since its founding, and today, its knowledge base includes mutual fund distribution, separately managed account programs, alternative investments, wealth management, insurance products, banking services, the fee-only financial advisor market, the CPA firm market, the family office market, and various international markets.
- Tiburon holds a series of CEO Summits semi-annually for its executive-level clients. The next CEO Summit is scheduled for April 18-19, 2007 at the Ritz Carlton Hotel in San Francisco, CA. Fall 2007 and 2008-2009 dates are October 9-10, 2007 (San Francisco, CA), April 10-11, 2008 (New York, NY), October 14-15, 2008 (San Francisco, CA), April 9-10, 2009 (New York, NY), and October 7-8, 2009 (San Francisco, CA). Attendance is by invitation only and attendance at the Summit is limited to 100 senior industry executives. Visit the CEO Summits section of Tiburon's web site for details on current and past CEO Summits, including attendee lists, meeting agendas, and highlights. Please contact Tiburon’s Managing Principal Chip Roame at CRoame@TiburonAdvisors.Com or (415) 789-2541 if you are a Tiburon client and have an interest in attending a future Tiburon CEO Summit.
- Tiburon offers thirteen online business benchmarking tools that are available to all types of financial advisors in an effort to help them benchmark their business practices and build more successful businesses. The sites include www.BrokerBestPractice.Com for wirehouse & regional brokers, www.FABestPractices.Com for fee-only financial advisors, www.IndependentRepBestPractices.Com for independent reps, and www.PrivateBankerBestPractices.Com for private bankers. Almost 5,000 advisors have used these tools. By completing one of the online surveys, financial advisors can access a FREE copy of the relevant comprehensive Tiburon research report, which summarizes and analyzes the collective results.
- Tiburon has published twenty-six ~300-400+ page research reports, which offer detailed analyses of growing business segments; each is available for $5,000; these reports can be ordered by contacting Brian Cotter at BCotter@TiburonAdvisors.Com or (415) 789-2546.
- Tiburon’s weekly research releases, like this one, are emailed for free to interested industry executives, media representatives, conference planners, and individual financial advisors. Over 40,000 industry executives now receive these releases. Feel free to sign up to receive future research releases at Tiburon’s web site (www.TiburonAdvisors.Com) if this release was passed to you by a colleague and you would like to receive them directly in the future.
- Tiburon plans to expand its workforce in 2007. New research managers will develop proprietary research content for Tiburon research reports and client projects and new marketing managers will enhance the firm's web site, weekly research releases program, and the firm's relationships with media representatives, conference planners, and its clients & executive program members. The firm is also seeking to add principal candidates and possibly a chief consulting officer in 2007.
- Tiburon has built three executive programs (CEOs-in-Residence, Financial Advisor Roundtable, and Consulting Fellows) in an effort to bring the experiences of additional senior level industry executives to Tiburon clients. Feel free to contact any of the members of Tiburon’s executive programs directly or ask that they be included in any ongoing Tiburon project.
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