Tiburon CEO Summit XXXIII Day #2 Keynote Presentation:
Wealth Management Industry Strategic Activity

Recently Released!!!
Date Published: October 11, 2017
Summary PPT Deck: 40 Slides
Reference PPT Deck: 177 Slides


The purpose of this research is to provide readers with a broad overview of wealth management industry strategic activity. 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 document addressing financial services industry investment opportunities, this presentation offers a broad overview of such investment opportunities.

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

  • Financial Services Industry Profitability
  • Financial Services Industry Current Valuations

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

  • Financial Services Industry Venture Capital
  • Financial Services Industry Minority Growth Equity (Private Equity)

This research addresses financial services industry public offerings, including:

  • Financial Services Industry Initial Public Offerings (IPOs)
  • Financial Services Industry Secondary Offerings

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

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

This research addresses financial services industry activists campaigns, including:

  • Activist Managers, Funds, Assets Under Management, Net Flows, & Campaigns
  • Role in Financial Services Industry
  • Specific Financial Services Industry Targets

    This research has conclusions on wealth management industry strategic activity, including:

    • Profitability & Valuations to See Mixed Results
    • Venture Capital & Minority Growth Equity Investments to Increase
    • Initial Public Offerings (IPOs) & Secondary Offerings to Stagnate
    • Mergers & Acquisition Activity to Increase Led by Investment Management Firms & Financial Advisors
    • Activism to Increase
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