Tiburon CEO Summit XXXI Day #2 Keynote Presentation:
Strategic Industry Activity within the Wealth Management Industry

Recently Released!!!
Date Published: October 12, 2016
Summary PPT Deck: 32 Slides
Reference PPT Deck: 75 Slides


The purpose of this research is to provide readers with a broad strategic overview of strategic activity within the wealth management industry. The below reference PowerPoint document is the day #2 presentation made by Tiburon's managing partner at the most recent Tiburon CEO Summit. The purpose of this presentation was to set a discussion agenda for critical strategic industry activity, including profitability & valuations; venture capital & minority growth equity investing; initial & secondary public offerings; mergers & acqusitions (including controlling private equity investments); & activism. Along with the more comprehensive Tiburon research documents The Future of Wealth Management & the day #1 keynote presentation; this presentation offers a broad overview of the wealth management business.

    This research starts by addressing financial services industry profitability & valuations, including:

  • Profitability
    • Low Interest Rates
    • Return on Assets
    • Margins
  • Valuations
    • Bank Stocks Below Book Value
    • Insurance Company Price-to-Earnings Ratios Low
    • Investment Management Firm Stocks Performing Poorly

This research addresses financial services industry venture capital & minority growth equity investments, including:

  • Venture Capital
  • Private Equity

This research addresses financial services industry public offerings, including:

  • Initial Public Offerings
  • Secondary Offerings

This research addresses financial services industry mergers & acquisitions (including controlling private equity investments), including those involving:

  • Retail Banks
  • Insurance Companies
  • Brokerage Firms
  • Investment Management Firms
  • Financial Technology Companies
  • Financial Advisors

This research offers financial services industry activists campaigns, including:

  • Activist Funds
  • Specific Financial Services Industry Targets

    This research has conclusions on financial services firms strategic activity, including:

    • Profitability & Valuations to Increase
    • Venture Capital & Minority Growth Equity Investments to Increase
    • Initial Public Offerings & Secondary Offerings to Stagnate
    • Mergers & Acquisition Activity to Increase Led Investment Management Firms & Financial Advisors
    • Activism to Increase
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