May 13, 2016

This Week's Exchange Traded Funds (ETFs) Research Call

For those that had to miss this week's popular Exchange Traded Funds (ETFs) 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:

October 10-12, 2016 in San Francisco

Tiburon Strategic Advisors and its Managing Partner Chip Roame are pleased to announce the upcoming Tiburon CEO Summit XXXI (October 10-12, 2016, at the Ritz Carlton Hotel in San Francisco). Over 100 financial services industry CEOs & C-level executives have already confirmed their attendance. 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:

Exchange Traded Funds (ETFs):

The Emerging Packaged Product of Choice

Tiburon Strategic Advisors is pleased to highlight its research on Exchange Traded Funds (ETFs). The purpose of this research is to provide readers with a comprehensive understanding of the exchange traded funds (ETFs) market. BlackRock, The Vanguard Group, & State Street Corporation (State Street Global Advisors) dominate the market. Other firms including Invesco PowerShares, WisdomTree Investments, Guggenheim Investment Partners, & ProShares are developing alternative products. Still other firms including The Charles Schwab Corporation, Allianz (PIMCO), & FMR (Fidelity Investments) are challenging the leaders, while other firms, including active management leaders American Funds and T. Rowe Price Group, have thus far eschewed the ETF market. The emerging actively managed exchange traded funds (ETFs) and managed exchange traded funds (ETFs) programs markets are also addressed herewithin. This research is also incorporated into both Tiburon's coverage of registered investment companies and that of index investing.

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?

  • Next Week's Research Call: Exchange Traded Funds (ETFs)
  • Recent Tiburon Research Calls
  • Tiburon CEO Summit XXXI: Over 100 Attendees Already Confirmed
  • Tiburon CEO Summit XXX Videos
  • Index Investing
  • Hearsay Social
  • Missed Last Week's Release?
  • Other Research Posted Recently
  • Tiburon Conference Speeches

Other Research Posted Recently



Tiburon Services: Mergers & Acquisitions Advice

Due to the firm's detailed knowledge of the brokerage, investment management, wealth management, banking, and insurance markets, Tiburon has been asked by several mutual fund companies, broker/dealers, and financial advisors to consult on transactions involving ownership change. The firm has also supported several acquirers in developing acquisition strategies and conducting acquisition searches.

Tiburon addresses mergers & acquisitions from a strategic rather than transactional perspective. The most common assignment for which the firm has been engaged is to help clients develop acquisition or disposition strategies. This is quite like the firm's strategy consulting services with a more narrowly defined outcome. Given the extensive industry contacts of Tiburon executives, Tiburon has also been repeatedly engaged to conduct research on possible acquisition targets. Common projects have included acquisition strategies, acquisition searches, & due diligence participation. For more information, please contact Sarah Sage at SSage@TiburonAdvisors.Com.