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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. John Gunn (CEO, Dodge & Cox) will join Stephanie DiMarco (CEO, Advent Software), Mike Fraizer (CEO, Genworth Financial), George Gatch (CEO, JP Morgan Funds Management, JP Morgan Chase), and Ron Peyton (CEO, Callan Associates) as guest speakers, along with Tiburon's Managing Principal Chip Roame.
Tiburon CEO Summit Guest Speaker: John Gunn (CEO, Dodge & Cox)
CEO Summit XIII Guest Speaker John Gunn (CEO, Dodge & Cox) |
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John Gunn is CEO of Dodge & Cox, where he oversees almost $200 billion in assets under management in separate accounts and its four mutual fund offerings, including its stock fund, international stock fund, balanced fund, and income fund. Dodge & Cox has been remarkably successful since its founding in 1930. The firm has had terrific investment performance, typically shuns publicity, and avoided all of the recent mutual fund scandals. The firm has also long maintained a core set of principles. Three factors distinguish Dodge & Cox from many other investment management firms, including its independence, longevity, and clearly-defined & consistently applied investment philosophy.
Mr. Gunn joined Dodge & Cox in 1972, soon after earning his MBA from Stanford University. Mr. Gunn is also a trustee of the Dodge & Cox Funds and a member of Dodge & Cox’s Investment Policy Committee, Bond Strategy Committee, and International Investment Policy Committee.
Mr. Gunn is a former member of the Board of Governors of the Association for Investment Management & Research from 1993 to 1996, and served on California Governor Pete Wilson’s Council of Economic Advisors from 1993 to 1998. Mr. Gunn is currently the chairman of the Advisory Board of the Stanford Institute of Economic Policy Research.
Mr. Gunn will address Dodge & Cox's philosophies around running investment management organizations. Mr. Gunn will be introduced by Chip Roame (Managing Principal, Tiburon Strategic Advisors). Dodge & Cox has benefited from the purchase of Tiburon's mutual funds research report, which profiles Dodge & Cox and other leading mutual fund companies.
Tiburon Research Reports
Please click the image above to view the table of contents for Tiburon's Mutual Funds research report |
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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 Mutual Funds Research Report
The $10.8 trillion mutual funds industry deserves an encyclopedic review and this is it. This report addresses data flows, trends in product development (e.g., lifestyle funds, socially conscious funds, mutual funds with hedge fund strategies), pricing parameters (e.g., share classes, mutual fund wrap programs, performance fees), and distribution channels (e.g., wirehouses, mutual fund supermarkets, fee-only financial advisors, independent reps, international markets).
This is Tiburon's third effort at putting its views regarding this huge market into a single report, with each subsequent version being made more thorough. Tiburon’s first draft of this report was published in 2005; that draft was a relatively quick effort at compiling information on a very large market. The second draft of this report focused on fleshing out the history chapter, adding structure to the appendix, adding significant detail to a handful of large mutual fund companies’ profiles in the appendix, and reformatting the underlying Power Point pages. This third draft of the report focuses on further tightening the story, incorporating research from other Tiburon efforts, and adding significant detail to the appendix profiles of the 300 relatively smaller mutual fund companies.
There are three core sections for this third draft. The first section aims to explain the evolution of the mutual funds industry, the second section outlines mutual fund markets & distribution channels, and the last section addresses Tiburon's predictions for the mutual funds industry.
To order this report or any of Tiburon's twenty-six research reports, please contact Sarah Sage at SSage@TiburonAdvisors.Com or (415) 789-2546.
Additional Tiburon CEO Summit XIII Guest Speakers
In addition to John Gunn, other guest speakers at Tiburon CEO Summit XIII will include Stephanie DiMarco (CEO, Advent Software), Mike Fraizer (CEO, Genworth Financial), George Gatch (CEO, JP Morgan Funds Management, JP Morgan Chase), Ron Peyton (CEO, Callan Associates), and Tiburon's Managing Principal Chip Roame.
CEO Summit XIII Guest Speaker Stephanie DiMarco (CEO, Advent Software) |
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 Ron Peyton (CEO, Callan Associates) |
CEO Summit XIII Guest Speaker Chip Roame (Managing Principal, Tiburon Strategic Advisors) |
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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), Joe Moglia (CEO, TD Ameritrade, TD Bank Financial Group), 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), Joe Mansueto (CEO, Morningstar), and others to be announced soon.
Additional Information
Please click the links below for more information on Tiburon's CEO Summits and Research Reports:
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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 within 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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