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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. Mike Fraizer (CEO, Genworth Financial) will join Stephanie DiMarco (CEO, Advent Software), George Gatch (CEO, JP Morgan Funds Management, JP Morgan Chase), John Gunn (CEO, Dodge & Cox), Ron Peyton (CEO, Callan Associates), and Don Phillips (Managing Director, Corporate Strategy, Research, & Communications, Morningstar) as guest speakers, along with Tiburon's Managing Principal Chip Roame.
Tiburon CEO Summit Guest Speaker: Mike Fraizer (CEO, Genworth Financial)
CEO Summit XIII Guest Speaker Mike Fraizer (CEO, Genworth Financial) |
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Mr. Fraizer currently serves as a trustee of the Virginia Foundation for Independent Colleges; and serves on both boards of the Andre Agassi Charitable Foundation and the Virginia Commonwealth University School of Business Foundation.
At the upcoming Tiburon CEO Summit XIII, Mr. Fraizer will address both broad industry commentary and some specifics on Genworth's evolution and current focus. Mr. Fraizer will also address solutions that Genworth Financial is developing to help solve the retirement income and health care funding challenges. Genworth Financial and other insurance leaders are profiled in Tiburon's Insurance Products research report. Mr. Fraizer will be introduced by Chip Roame (Managing Principal, Tiburon Strategic Advisors) and Gurinder Ahluwalia (President, Genworth Financial Asset Management, Genworth Financial). Genworth Financial has benefited from the purchase of multiple Tiburon research reports. Genworth Financial and other insurance leaders are profiled in Tiburon's Insurance Products research report.
Tiburon Research Reports
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.
Please click the image above to view the table of contents for Tiburon's newly updated Insurance Products Research Report |
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The purpose of this report is to provide readers with a comprehensive understanding of the vast number of insurance products, many used by consumers to protect themselves from various life risks. The report addresses health insurance, disability insurance, long-term care insurance, property & casualty insurance, annuities, and life insurance. Another Tiburon report also addresses life insurance in the estate planning context.
Tiburon’s first draft of this report was written in 2005; that version focused primary on developing an organized structure for reviewing the insurance industry and establishing profiles of the hundreds of complex insurance companies.
This second draft of this report focused on tightening the storyline, coordinating it with findings from other Tiburon research reports, and adding substantial detail to a handful of appendix company profiles (most notably long-time Tiburon clients AIG, Genworth Financial, and Manulife), as well as some other key players (e.g., Aviva).
To order this report or any of Tiburon's twenty-eight research reports, please contact Sarah Sage at SSage@TiburonAdvisors.Com or (415) 789-2540.
Additional Tiburon CEO Summit XIII Guest Speakers
In addition to Mike Fraizer, other guest speakers at Tiburon CEO Summit XIII will include Stephanie DiMarco (CEO, Advent Software), George Gatch (CEO, JP Morgan Funds Management, JP Morgan Chase), John Gunn (CEO, Dodge & Cox), Ron Peyton (CEO, Callan Associates), Don Phillips (Managing Director, Corporate Strategy, Research, & Communications, Morningstar), and Tiburon's Managing Principal Chip Roame.
CEO Summit XIII Guest Speaker Stephanie DiMarco (CEO, Advent Software) |
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 Don Phillips (Managing Director, Corporate Strategy, Research, & Communications, Morningstar) |
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), Mike Byrum (President, Rydex Investments, Security Benefit Life), Joe Deitch (CEO, Commonwealth Financial Network), John Hailer (CEO, Global Distribution, Natixis Global Associates, Natixis, Banque Populaire Group & Caisse D'Epargne Group), Joe Moglia (CEO, TD Ameritrade, TD Bank Financial Group), John Murphy (CEO, Oppenheimer Funds, Mass Mutual Financial Group), Ron Ryan (CEO, Ryan ALM), Michael Steinhardt (Chairman, Wisdom Tree Investments), 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.
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.
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-eight ~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 270,000+ 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 55,000 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 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 projects.
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