April 29, 2016

This Week's Consumer Wealth Research Call

For those that had to miss this week's popular Consumer Wealth research 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.


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:


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.


Stifel Financial Corporation:

A Financial Services Holding Company

Tiburon Strategic Advisors is pleased to highlight its research on Stifel Financial Corporation. Stifel Financial Corporation was founded as Altheimer & Rawlings Investment Company in 1890. The company is based in Saint Louis, MO and has 5,266 and $202 billion revenues. The firm is led by its CEO Ron Kruszewski. Stifel Financial Corporation's comprehensive Power Point deck below includes a synopsis of its history, including its key phases. Its profile includes the key statistics of the firm, including its number of offices, employees, 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?

  • Tiburon CEO Summit XXXI: Over 100 Attendees Already Confirmed
  • Tiburon CEO Summit XXX Videos
  • Next Week's Research Call: Consumer Wealth
  • Recent Tiburon Research Calls
  • Consumer Wealth
  • Hearsay Social
  • Missed Last Week's Release?
  • Other Research Posted Recently
  • Tiburon Market Seminars

Other Research Posted Recently

Topics

Profiles


Tiburon CEO Summit Sponsorship

Tiburon is grateful to its clients Advent Software, Advisor Software, Allianz, AssetMark, AXA Advisors, Bachrach & Associates, BrightScope, Brinker Capital, Centana Growth Partners, Charles Schwab, Discovery Data, DST Market Services, Envestnet, EverBank Financial, Fidelity Investments, First Rate, Fiserv, FTJ FundChoice, FTV Capital, Genstar Capital, InvestCloud, Lovell Minnick Partners, MoneyGuidePro, MyVest Corporation, Orion Advisor Services, RBC Correspondent Services, Riskalyze, Scottrade, Swan Global Investments, TA Associates, Trust Company of America, Vertical Management Systems, Vestmark, Vestorly, & Yodlee who offer financial support for Tiburon CEO Summit XXXI. To become a Tiburon CEO Summit Sponsor, please email Sarah Sage. Sarah or another Tiburon team member will be happy to explain the sponsor benefit package in more detail to any qualified attendee (e.g., C level executives, executive vice presidents, partners, & other business heads). Sarah can be reached at SSage@TiburonAdvisors.Com or 415-789-2540.

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 XXXI, please contact Tiburon's Managing Partner Chip Roame. If you are not yet a client and interested, please contact Sarah Sage.