May 6, 2016

Next Week's Research Call:

Exchange Traded Funds (ETFs)

The next Tiburon research call will be on Exchange Traded Funds (ETFs), Thursday, May 12, 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 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:

Index Investing:

Exchange Traded Funds, Index Mutual Funds, & Indexed Separate Accounts

Tiburon Strategic Advisors is pleased to highlight its research on Index Investing. The purpose of this research is to provide readers with a comprehensive understanding of the index investing market, including exchange traded funds (ETFs), index mutual funds, & indexed separate accounts. BlackRock, The Vanguard Group, & State Street Global Advisors dominate the market. Other firms including Invesco PowerShares, Guggenheim Investment Partners, ProShares, & Wisdom Tree are developing alternative products. Still other firms including The Charles Schwab Corporation, PIMCO, & Fidelity Investments are challenging the leaders. This research fits within Tiburon's wealth management series, which includes a wide variety of trending topics.

Hearsay Social:

A SaaS Social Media Marketing & Sales 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?

  • This Week's Consumer Wealth Research Call
  • Recent Tiburon Research Calls
  • Tiburon CEO Summit XXXI: Over 100 Attendees Already Confirmed
  • Tiburon CEO Summit XXX Videos
  • Consumer Wealth
  • Stifel Financial Corporation
  • Missed Last Week's Release?
  • Other Research Posted Recently
  • Tiburon CEO Summit Sponsorship

Other Research Posted Recently



Tiburon Conference Speeches

Tiburon partners & principals have given hundreds of speeches to both financial industry executives and financial advisors. Common audiences for Tiburon partners & principals include board meetings, executive offsites, employee meetings, financial advisor annual conferences, top producers trips, regional forums, & due diligence trips; and national & regional trade group meetings. Tiburon partners & principals have all been widely quoted & can offer detailed insights to conference attendees. The firm's most popular speech topics evolve with market trends and Tiburon's research agenda. Any topic would provide timely research-based conclusions and Tiburon is also willing to merge and custom-design topics to fit specific needs. If you would like to schedule a conference speech, please contact Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540.