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The purpose of this report is to provide readers with an initial understanding of opportunities for investing in the wine market, including collections, futures, vineyards, & wineries. In the market for alternative investments, none can be much more fun than investing in the wine industry. As a passion of Tiburon's managing principal, Tiburon is able to address the history of wine making, wine vintages & ratings, grape varietals, wine growing regions & appellations, and methods of investing in this booming market. This is the second draft of Tiburon’s research on this topic.
Tiburon’s first draft of this report was published in 2008; that draft consolidated prior Tiburon research into one report.
This is Tiburon’s second draft of this report this draft aligns the report’s structure with that of other Tiburon research reports, fleshes out the chapter on Oregon wines, reconciles the report’s appendix with Tiburon’s managing principal’s favorite wines list, restructures the appendix alphabetically to make for easier reference, and adds detail to several winery profiles, including those of Araujo Estate Wine, Archery Summit, Chasseur Wines, Dalla Valle Vineyards, Duckhorn Wine Company, Quivira, Tandem Winery, & Torbreck... More
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Recent Tiburon CEO Summit Release Tiburon CEO Summit XIX Meeting Agenda
Tiburon Managing Principal Chip Roame delivers highlights of Tiburon's signature keynote speech The Future of the Advice Industry to the journalists who attended Tiburon CEO Summit XVIII
Tiburon hosts unique semi-annual CEO Summits for its executive-level clients. Tiburon CEO Summit XIX will be held October 6-7, 2010 at the Ritz Carlton Hotel in San Francisco, CA; please click here to review the tentative meeting agenda for this upcoming Tiburon CEO Summit.
Tiburon CEO Summit XIX will officially start at 7:45am on Wednesday, October 6, 2010 at the Ritz Carlton Hotel in San Francisco, CA include a group dinner that night at a water front restaurant in Tiburon, CA and finish at 3:00pm on Thursday, October 7, 2010.
Planned sessions include:
Several fantastic social events to allow premium direct networking opportunities for financial services industry CEOs
The second annual Tiburon CEO Summit Award presentations, given to outstanding leaders in two central Tiburon themes, including maintaining a focus on consumer needs & challenging conventional wisdom
A general session opening keynote presentation by Tiburon's Managing Principal Chip Roame regarding the state of the financial services industry... click here to learn more
Tiburon CEO Summits News
Tiburon's CEO Summits provide a unique opportunity for a select cross-industry group of senior executives to discuss a broad swath of issues regarding the future of the banking, brokerage, investments, insurance, advice, & wealth management businesses. Tiburon's CEO Summits likely provide the only true forum where financial services industry CEOs from across traditional industry silos gather to discuss business opportunities. The list of business relationships resulting from prior Tiburon CEO Summits is impressive.
Attendees of past CEO Summits (I-XVIII) may email Sarah Sage or call 415-789-2540 to inquire about access to past CEO Summit presentations, joining the upcoming Tiburon CEO Summit XIX attendee group, or learning about initiatives for upcoming CEO Summits.
If you have not attended a past Tiburon CEO Summit and would like to know if your firm is a Tiburon client and whether you are eligible to attend, please click here. If your firm is not already a Tiburon client and you would like to earn your senior executives invitations to the upcoming Tiburon CEO Summit XIX, please click here.
