February 26, 2016

Tiburon CEO Summit XXX Sponsors


Tiburon CEO Summits are made possible in large part due to the dedication of senior executives at client firms who commit their time, expertise, and financial support to the events, as part of the Tiburon CEO Summit Sponsor Group. We thank clients Advent Software, Advisor Software, Alston & Bird, AssetMark, AXA Advisors, BrightScope, Brinker Capital, Centana Growth Partners, Charles Schwab, Discovery Data, DST Market Services, Envestnet, EverBank Financial, Fidelity Investments, First Rate, FTJ FundChoice, FTV Capital, InvestCloud, MoneyGuidePro, MyVest Corporation, Orion Advisor Services, Riskalyze, Scottrade, TA Associates, Trizic, Trust Company of America, Vertical Management Systems, Vestmark, Vestorly, & Yodlee for their valuable sponsor support as we prepare for the upcoming Tiburon CEO Summit XXX!

Tiburon CEO Summits likely provide one of the only true forums 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. If you are an executive-level Tiburon client and would like to participate in Tiburon CEO Summit XXX (April 4-6, 2016 at the Battery Park Ritz Carlton in New York, NY), please contact Tiburon's Managing Partner Chip Roame. If you are not yet a client and interested, please contact Sarah Sage.

Highlights from Tiburon CEO Summit XXIX

Tiburon is pleased to share an excerpt of highlights from this past October's Tiburon CEO Summit XXIX. Please click on the link to watch this short video and learn more about Tiburon CEO Summits from attendees' perspectives.

This Week's Socially Responsible Investing & Impact Investing Research Call

For those that had to miss this week's popular Socially Responsible Investing & Impact Investing call led by Tiburon Managing Partner Chip Roame, you can access the recording on our web site. Just click the following link and enter your Tiburon client log-in credentials for automatic playback of the call.

Please email SSage@TiburonAdvisors.Com if you need your log-in credentials, or you would like to become a Tiburon client and obtain access.

Recent Tiburon Research Calls

Tiburon research subscribers have access to live research calls led twice a month by Tiburon Managing Partner Chip Roame. To listen to recent calls, click the link below for your topic of interest, and enter your Tiburon log-in credentials for automatic playback:

Please email SSage@TiburonAdvisors.Com if you need your log-in credentials, or you would like to become a Tiburon research subscriber and obtain access.

Socially Responsible Investing & Impact Investing:

Doing Well by Doing Good

Tiburon Strategic Advisors has further refined its research on Socially Responsible Investing & Impact Investing. The purpose of this research is to provide readers with an understanding of two rapidly growing areas of investing, including socially responsible investing & impact investing. This research is part of Tiburon's wealth management series that includes other trending areas, including financial planning, college savings, tax conscious investing, islamic finance, estate planning, reverse mortgages, & life settlements. Due to the recentness of these trends, this research begins with a definition of the two terms, followed by an analysis of the success of the traditional positive social change methods (including government aid and charitable contributions) as well as the entrance of financial services firms (including retail banks, investment management firms, venture capital firms, & technology entrepreneurs). This research addresses the four historical phases of socially responsible investing & impact investing, defines a variety of screens & investable areas, and makes several future predictions for the socially responsible investing & impact investing market.

The Charles Schwab Corporation:

A Leading Discount Brokerage Firm, Retirement Plan Provider, & Fee-Based Financial Advisor Custodian

Tiburon Strategic Advisors is pleased to highlight its Financial Institutions Profiles Series research on The Charles Schwab Corporation. The Charles Schwab Corporation was founded as First Commander Corporation by Commander Industries in 1971 and is based in San Francisco, CA. The firm has 14,500 employees, 10.0 million accounts, 960,000 net new brokerage accounts, $2.4 trillion assets under administration, $42 billion net new assets under administration, 441,000 daily average trades, 283,000 daily average revenue trades, $5.4 billion revenues, & earns $1.1 billion. The company is publicly owned, traded on the NYSE under the symbol SCHW, and is led by its Chairman Chuck Schwab & CEO Walt Bettinger. The Charles Schwab Corporation's comprehensive Power Point deck includes a synopsis of its history, including its key phases. Its profile includes the key statistics of the firm, including its number of employees, accounts, net new brokerage accounts, assets under administration, net new assets under administration, daily average trades, daily average revenue trades, revenues, net revenues, expenses, & net profits. Its profile includes detailed outlines of its core businesses and concludes with the highlights of its organizational structure & ownership.

Missed Last Week's Release?

  • Are you Attending Tiburon CEO Summit XXX?
  • Highlights from Tiburon CEO Summit XXIX
  • Recent Tiburon Research Calls
  • FA Mergers & Acquisitions
  • Loring Ward Group

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