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. Don Phillips (Managing Director, Corporate Strategy, Research, & Communications, Morningstar) 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 Ron Peyton (CEO, Callan Associates) as guest speakers, along with Tiburon's Managing Principal Chip Roame.
Tiburon CEO Summit Guest Speaker: Don Phillips (Managing Director, Corporate Strategy, Research, & Communications, Morningstar)
CEO Summit XIII Guest Speaker Don Phillips (Managing Director, Corporate Strategy, Research, & Communications, Morningstar) |
||
Mr. Phillips joined Morningstar in 1986 as the company’s first mutual fund analyst and soon became editor of its flagship publication, Morningstar Mutual Funds, establishing the editorial voice for which the company is best known. Mr. Phillips helped to develop the Morningstar Style Box, the Morningstar Rating, and other distinctive proprietary Morningstar innovations that have become industry standards. Mr. Phillips currently sits on Morningstar’s board of directors.
At the upcoming Tiburon CEO Summit XIII, Mr. Phillips will share insights from Morningstar’s recent research on dollar-weighted returns, which detail in aggregate the amount of money a fund makes for its shareholders. Mr. Phillips will also discuss which types of funds investors use well and those types that investors struggle to deploy wisely as well as look at several industry debates, such as active versus passive and the growing use of hedge-fund techniques, through this new lens. Mr. Phillips will also discuss the correlation between better dollar-weighted performance and asset flows in the fund industry. Mr. Phillips will be introduced by Chip Roame (Managing Principal, Tiburon Strategic Advisors) & Tim Armour (Managing Director, Strategic Relationships & Business Development, Morningstar). Morningstar has benefited from the purchase of multiple Tiburon research reports and subscribed to its Research Report Retainer program in 2007.
Tiburon Research Reports
Please click the image above to visit Tiburon's web site to see the table of contents for each of Tiburon's 28 currently published 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. The majority of Tiburon's research reports are written for executives at financial institutions; a few reports are written specifically for financial advisors. The financial institutions series contains macro-industry reports that cover topics such as the mutual funds industry, the hedge funds industry, the full-service brokerage industry, and the fee-only financial advisor industry. Reports in the financial advisors series are more tactical, including topics such as A Comprehensive Overview of Product Usage, Business Models, & Best Practices of Fee-Only Financial Advisors, and Trends in Succession Planning, Firm Valuations, & the growing Acquisition Market for Financial Advisors.
Research Report Retainer Program
At At the suggestion of numerous Tiburon clients, Tiburon recently created a new client service allowing unlimited access to all of its research reports published in a calendar year (delivered online) for only $25,000. This service has helped numerous clients, including Morningstar, consolidate their research needs & budgets.
To order any of Tiburon's twenty-eight research reports or subscribe to Tiburon's Research Report Retainer please contact Sarah Sage at SSage@TiburonAdvisors.Com or (415) 789-2540.
Additional Tiburon CEO Summit XIII Guest Speakers
In addition to Don Phillips, 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), 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 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), Mike Byrum (President, Rydex Investments, Security Benefit Group), 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 |
|||||
*******************************************************************************
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.
*******************************************************************************