Client Access
Related Links
Contact Tiburon
Attendee Access
Learn More About Tiburon CEO Summits
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Tiburon Research Release July 9, 2010
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Tiburon CEO Summit Release
Tiburon CEO Summit XIX Confirmed Attendees
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Tiburon sends invitations to its semi-annual CEO Summits exclusively to the C-level executives, executive vice presidents, & other business heads at its 300+ corporate clients. By observing rigorous seniority requirements, Tiburon has been able to keep discussions focused on CEO-level issues. And by specifically attempting to limit CEO Summits to 125-to-150 client attendees, Tiburon has managed to cultivate an open forum for spirited debates about broad industry trends. Tiburon is pleased to announce that the following Tiburon clients have already confirmed their attendance for Tiburon CEO Summit XIX. If you are a client and interested in attending, or if you are a not a client and would like to learn more about how to attend, please... More
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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.
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Upcoming
CEO Summit XIX
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Prior
CEO Summits
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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.
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Recent Tiburon Research Release
An Initial Overview of the 529 Plans Industry:
The New College Savings Vehicle
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The purpose of this report is to provide readers with an initial understanding of the growing 529 plans market, as well as two related markets - Coverdell Educational Savings Accounts & custodial accounts. 529 plans have the potential to become to college savings what 401K plans have become to retirement savings. This report seeks to summarize the leading plan sponsors and providers, as well as make predictions for the market at large. This is the second draft of Tiburon’s research on this topic.
Tiburon's first draft of this report was published earlier in 2010; that draft consolidated prior Tiburon research into one report.
This is Tiburon’s second draft of this report; this draft established a key driving factors chapter that will be utilized to review rising college costs, fleshes out the market history of 529 plans, tightens Tiburon’s definition of the college savings market, estimates the market’s size across numerous measures, establishes a chapter to rank the leading 529 plan sponsors & managers, and establishes an appendix to profile 529 plan sponsors & managers.
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Client Access
Tiburon 2010 Research Report Access Program subscribers may click on any of the icons below to access any part of this research report.
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Public Access
Please click on the Table of Contents icon below to see more detail of this research report.
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Media Access
Members of the media who would like further access to the components of this research report may click on the icon below or send an email to Sarah Sage.
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Tiburon Research Report News
Tiburon releases one new research report each week. Click on the links below to read summaries of recently released Tiburon research reports... More
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