April 22, 2016

Tiburon CEO Summit XXXI:

Over 100 Attendees Already Confirmed

Tiburon Strategic Advisors and its Managing Partner Chip Roame are pleased to announce that over 100 financial services industry CEOs & C-level executives have already confirmed their attendance for the upcoming Tiburon CEO Summit XXXI (October 10-12, 2016, at the Ritz Carlton Hotel in San Francisco). Tiburon CEO Summits provide a unique opportunity for leaders from throughout the financial services industry to gather to collaborate & candidly discuss the future of the industry. Tiburon CEO Summits are described by attendees as the place where C-level executives from every aspect of the industry go in order to hear from the sharpest minds in the field.

Tiburon CEO Summits likely provide one of the only true forums where financial services industry CEOs from across traditional industry silos gather to discuss a broad swath of issues regarding the future of the banking, brokerage, investments, insurance, advice, & wealth management businesses. 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 XXXI, please contact Tiburon's Managing Partner Chip Roame. If you are not yet a client and interested, please contact Sarah Sage.


Tiburon CEO Summit XXX Videos

Tiburon was pleased to host over 200 C-level executives at its 30th CEO Summit last 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:


Next Week's Research Call:

Consumer Wealth

The next Tiburon research call will be on Consumer Wealth, Thursday, April 28, 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.


Consumer Wealth:

The Unequal 2011-2016 Recovery & the Continuing Baby Boomer Retirement Crisis

Tiburon Strategic Advisors is pleased to highlight its research on Consumer Wealth. The purpose of this research is to provide readers with a comprehensive understanding of the vast amount of consumer wealth, consumers' financial concerns & savings goals, the perceived baby boomer retirement crisis, the impacts of the 2008-2011 declines in both the stock markets and home equity, and the current status of the unequal 2011-2016 recovery.


Hearsay Social:

A SaaS Social Media Marketing Management Platform

Tiburon Strategic Advisors is pleased to highlight its research on Hearsay Social. Hearsay Social was founded as Hearsay Labs by Clara Shih & Steve Garrity in 2009. The company is based in San Francisco, CA and is in 22 countries, has three offices, 223 employees, 100 institutional clients, & 150,000 institutional clients' financial advisors. Hearsay Social is led by its CEO Clara Shih & Chief Operating Officer Steve Garrity. Hearsay Social'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 countries, offices, employees, institutional clients, institutional clients' financial advisors, revenues, & net profits. Its profile includes detailed outlines of its core services and concludes with the highlights of its organizational structure & ownership.


Missed Last Week's Release?

  • Thank you Tiburon CEO Summit XXX Sponsors
  • Tiburon CEO Summit XXX Videos
  • This Week's Review of the Tiburon CEO Summit XXX Keynote Presentation
  • Recent Tiburon Research Calls
  • Tiburon CEO Summit XXX Keynote Presentation
  • Edelman Financial Services
  • Missed Last Week's Release?
  • Other Research Posted Recently
  • Tiburon Conference Speeches

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Tiburon News:

Tiburon Market Seminars

Due to the depth of its existing written industry knowledge (over 1,700 topics and 500,000 PowerPoint charts and graphs), Tiburon is able to deliver detailed presentations on a wide range of products and markets within the banking, insurance, brokerage, and investment management markets without significant lead time. As a result, Tiburon Market Seminars have become ideal for clients which need a quick and yet thorough understanding of industry dynamics and leading players in growing markets. This is also an ideal low-cost method for new Tiburon clients to tap into the firm's years of industry experience and prior research efforts. To schedule a market seminar, please contact Sarah Sage at SSage@TiburonAdvisors.com or 415-789-2540.