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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. Ron Peyton (CEO, Callan Associates) will join Stephanie DiMarco (CEO, Advent Software), Mike Fraizer (CEO, Genworth Financial), George Gatch (CEO, JP Morgan Funds Management, JP Morgan Chase), John Gunn (CEO, Dodge & Cox), 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: Ron Peyton (CEO, Callan Associates) 

CEO Summit XIII Guest Speaker Ron Peyton (CEO, Callan Associates)
Ron Peyton is CEO of Callan Associates, a privately held, employee-owned company whose mission it is to deliver superior consulting solutions that help clients achieve their investment and business objectives. Mr. Peyton joined Callan Associates in 1974 and has worked with large institutional investors to plan, structure and evaluate investment programs, products, and organizations.

Mr. Peyton currently is a member of the Kelley School of Business Dean's Council at Indiana University and an advocate of the Peninsula Center for the Blind and Visually Impaired. Mr. Peyton is also the past president of the Board and current board member for Filoli, a National Historic Trust Property, and the only National Historic Trust Property that makes an annual surplus on its operating budget.

At the upcoming Tiburon CEO Summit XIII, Mr. Peyton will address developments in both the defined benefit and defined contribution markets, large markets unto themselves and often the trend setter in the high net worth and retail markets. Tiburon’s views on many of these issues are outlined in its Consumer Wealth, Liquefaction, & the Retirement Income Challenge research report. Mr. Peyton will be introduced by Chip Roame (Managing Principal, Tiburon Strategic Advisors).

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 six guest speakers, and to anticipate discussion topics in the six break-out sessions.

Consumer Wealth, Liquefaction, & the Retirement Income Challenge

Please click the image above to view the table of contents for Tiburon's newly updated Consumer Wealth Research Report

The purpose of this report is to provide readers with a comprehensive understanding of the vast amount of consumer wealth, the perceived baby boomer savings crisis or retirement income challenge, and the likely pending liquefaction. The report outlines the numbers of consumers and consumer households, and outlines their savings goals & objectives. Furthermore, the report analyzes the case made for baby boomers’ perceived savings crisis, including the decline in pension plans, the social security industry’s challenges, and the low consumer savings rate. And the report also addresses the key pending liquefaction, whereby baby boomers will likely roll over retirement plan balances, cash in stock options, downsize houses, and sell small businesses.

Tiburon’s first draft of this report was published in 2005. That draft was combined with Tiburon’s target markets & marketing strategies report. It outlined consumers, their wealth, potential target markets, and marketing strategies.

This second draft of this report was written in 2007; it is now unbundled from Tiburon’s equally good target markets & marketing strategies report. This version updates all of consumer wealth data using the first quarter 2007 Federal Reserve Flow of Funds report. This version also outlines Tiburon’s refined views on the perceived savings crisis and the pending liquefaction, through dozens of useful analyzes and hundreds of charts and graphs.


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 Ron Peyton, 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), John Gunn (CEO, Dodge & Cox), 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 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 Don Phillips (Managing Director, Corporate Strategy, Research, & Communications, Morningstar)

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), 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). 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:

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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