April 8, 2016

Thank you Tiburon CEO Summit XXX Sponsors, Speakers, & Attendees!

Tiburon was pleased to host over 200 C-level executives at its 30th CEO Summit this week at the Ritz Carlton Hotel in New York, NY. Tiburon CEO Summit XXX included its popular consumers panel, Keynote Presentation by Managing Partner Chip Roame; one-on-one chats with Rob Arnott; Don Phillips; Jud Bergman, & Anil Arora; and roundtable & panel discussions with 40 industry-leading speakers from across the segments. Below please find links to four short summary videos, moderated by long-time attendee Frank Trotter and produced by Blu Giant:

Thank you to all sponsors, speakers, & attendees who contributed to the success of Tiburon's 30th CEO Summit!

Next Week's Research Call:

Tiburon CEO Summit XXX Keynote Presentation Review

The next Tiburon research call will be a review of the Tiburon CEO Summit XXX Keynote Presentation on Thursday, April 14, 2016 at 10:00am PT. Tiburon research subscribers are cordially invited to join this call with Managing Partner Chip Roame. If you are a Tiburon research subscriber and would like to listen, please email Sarah Sage (SSage@TiburonAdvisors.Com) to RSVP.

If you are not yet a client and would like to obtain access to Tiburon research calls, please contact us.

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.

Tiburon CEO Summit XXX Keynote Presentation:

A Dozen Tiburon Industry Views that May Impact Your Firm's Strategy

Tiburon Strategic Advisors is pleased to highlight its Financial Institutions Profiles Series research on Tiburon CEO Summit XXX Keynote Presentation. The purpose of this research is to provide readers with a broad strategic overview of the wealth management business. The below reference PowerPoint document is the 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 Tiburon CEO Summit XXX, to introduce over 40 speakers, and to offer a unique method of summarizing a broad set of industry views. Along with the more comprehensive Tiburon research document The Future of Wealth Management, this presentation offers a broad overview of the wealth management business.


A Leading Wealth Management Technology & Investment Management Platform

Tiburon Strategic Advisors is pleased to highlight its Financial Institutions Profiles Series research on Envestnet. Envestnet was founded by Jud Bergman, Jim Lumberg, & Brandon Thomas in 1999. The firm is based in Chicago, IL. Envestnet has ten offices, 850 employees, 1,500 institutional clients, 40,237 financial advisor clients, 2.9 million accounts, $713.4 billion assets under administration & management, $348.7 million gross revenues, $80.3 million gross profits, $21.0 million earnings before taxes interest, taxes, depreciation, & amortization, $38.6 million adjusted EBITDA, $11.4 million operating income, $22.0 million adjusted operating income, $10.6 million pre-tax income, $14.0 million net profits, & $10.4 million adjusted net profits. The company is led by its CEO Jud Bergman, President Bill Crager, & Chief Operating Officer John Mayer. Envestnet is a public company trading on the New York Stock Exchange under the symbol ENV.

Missed Last Week's Release?

  • Tiburon CEO Summit XXX: Newsmakers Chat with Jud Bergman & Anil Arora
  • Tiburon CEO Summit Highlights
  • Last Week's Future of Wealth Management Research Call
  • Recent Tiburon Research Calls
  • TAMPs
  • Envestnet

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