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Tiburon CEO Summit XIII

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 held October 9-10, 2007 at the Ritz Carlton Hotel in San Francisco, CA. Stephanie DiMarco (CEO, Advent Software) will join Mike Fraizer (CEO, Genworth Financial), George Gatch (CEO, JP Morgan Funds Management, JP Morgan Chase), John Gunn (CEO, Dodge & Cox), and Ron Peyton (CEO, Callan Associates) as guest speakers, along with Tiburon's Managing Principal Chip Roame.

Tiburon CEO Summit Guest Speaker: Stephanie DiMarco (CEO, Advent Software)

CEO Summit XIII Guest Speaker Stephanie DiMarco (CEO, Advent Software)

Stephanie DiMarco is CEO of Advent Software and has engineered the growth of the company from a startup in 1983 to its current status as one of the leading providers of software and services for the investment management industry, with more than 4,500 clients in 60 countries managing more the $14 trillion. After retiring in the late 1990s, Ms. DiMarco returned to Advent in 2003 and successfully led the company through a turnaround, introducing new products and transforming the business model to focus on recurring revenues and term licenses. Today, the company is in a position of unprecedented strength and stability, with record revenues of $184 million in 2006.

Prior to founding Advent Software, Ms. DiMarco worked in the investments industry as a financial analyst. She is a member of the Board of Trustees of the UC Berkeley Foundation, serves on the Advisory Board of the College of Engineering at the University of California, Berkeley, and is a San Francisco Foundation board member and the chair of both its Investment and Audit committees.

Ms. DiMarco will address the impact of several key industry trends -- the growth of assets worldwide, the explosion in alternative investment instruments, and the increasing demands for compliance & reporting -- on the investment management industry, and highlight the opportunities for investment managers to harness technology to efficiently capitalize on these trends. Ms. DiMarco will be introduced by Chip Roame (Managing Principal, Tiburon Strategic Advisors). Advent Software has benefited from a Tiburon Market Seminar as well as the purchase of multiple Tiburon research reports. Advent Software and other technology leaders are profiled in Tiburon's Technology Developments research report.

Tiburon Research Reports

Please click the image above to view the table of contents for Tiburon's Technology Developments research report

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 identifying the CEO Summit's guest speakers, and these reports allow Tiburon clients to learn more about the topics addressed by the five guest speakers, and to anticipate discussion topics in the nine break-out sessions.

Tiburon Technology Developments Research Report:

Tiburon's research report titled Technology Developments in the Financial Services Industry: Implementing Cutting Edge Technology Strategies for Captive & Independent Advisors was Tiburon's first effort at putting its views of the impact of technology on the financial services industry into a single report. The report begins by addressing the four phases of technology evolution in the investment advice market. This historical account is followed by a category-by-category description of current technologies and their related issues. The report concludes with Tiburon’s predictions for future impacts of technology in the financial services industry.

This report provides financial services executives & technology companies with a cutting edge understanding of emerging developments in technologies designed to increase the efficiency and productivity of financial advisors, and to establish a broader framework for analyzing back office technologies in the financial services industry.

To order this report or any of Tiburon's twenty-six research reports, contact Sarah Sage at SSage@TiburonAdvisors.Com or (415) 789-2540


Additional Tiburon CEO Summit XIII Guest Speakers

In addition to Stephanie DiMarco, other guest speakers at Tiburon CEO Summit XIII will include Mike Fraizer (CEO, Genworth Financial), George Gatch (CEO, JP Morgan Funds Management, JP Morgan Chase), John Gunn (CEO, Dodge & Cox), Ron Peyton (CEO, Callan Associates), and Tiburon's Managing Principal Chip Roame.

CEO Summit XIII Guest Speaker Mike Fraizer (CEO, Genworth Financial)

CEO Summit XIII Guest Speaker George Gatch (CEO, JP Morgan Funds Management, JP Morgan Chase)

CEO Summit XIII Guest Speaker John Gunn (CEO, Dodge & Cox)

CEO Summit XIII Guest Speaker Ron Peyton (CEO, Callan Associates)

CEO Summit XIII Guest Speaker Chip Roame (Managing Principal, Tiburon Strategic Advisors)

2008-2009 Tiburon CEO Summits

Tiburon will continue to hold semi-annual CEO Summits in 2008-2009. Dates are 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).

Spring 2008 speakers will include Walt Bettinger (President, The Charles Schwab Corporation), Joe Deitch ( CEO, Commonwealth Financial Services), John Hailer (CEO, IXIS Asset Management Advisors, Groupe Caisse D'Epargne), John Murphy (CEO, Oppenheimer Funds, Mass Mutual Financial Group), Ron Ryan (CEO, Ryan ALM), and others to be announced soon. Fall 2008 speakers will include Rich Brueckner (CEO, Pershing, The Bank of New York Mellon Corporation) and others to be announced soon.

Additional Information
Please click the links below for more information on Tiburon's CEO Summits and Research Reports:

Related Links

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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 over 300 corporate clients and completed over 1,000 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 October 9-10, 2007 at the Ritz Carlton Hotel in San Francisco, CA. 2008-2009 dates are 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 each 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 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 Sarah Sage at SSage@TiburonAdvisors.Com or (415) 789-2546.
  • Tiburon offers an annual research report retainer service, whereby dozens of clients receive all Tiburon reports published with in a year for $25,000; clients can subscribe to Tiburon's 2007 or 2008 Research Report Retainer by contacting Sarah Sage at SSage@TiburonAdvisors.Com or (415) 789-2540.
  • Tiburon also offers a database access program, whereby it shares its 250,000+ person industry executives contacts database with dozens of clients for $25,000 per year (distributed quarterly); clients can subscribe to Tiburon's Database Access Program by contacting Sarah Sage at SSage@TiburonAdvisors.Com or (415) 789-2540.
  • 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's weekly research releases, like this one, are emailed for free to interested industry executives, media representatives, conference planners, and individual financial advisors. Over 48,000 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 and 2008. 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 a director of research, principal candidates, and possibly a chief consulting officer in 2007 or 2008.
  • 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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