May 20, 2016

Next Week's Research Call:

Socially Responsible Investing & Impact Investing

The next Tiburon research call will be on Socially Responsible Investing & Impact Investing, Thursday, May 26, 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:

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:

Socially Responsible Investing & Impact Investing:

An Emerging Investment Strategy Favored by Some Women & Millennials

Tiburon Strategic Advisors is pleased to highlight its research on Socially Responsible Investing & Impact Investing. The purpose of this research is to provide readers with an comprehensive understanding of two rapidly growing areas of investing, including socially responsible investing & impact investing. This research is part of Tiburon's wealth management series that includes other trending areas, including financial planning, college savings, index investing, tax conscious investing, islamic finance, estate planning, reverse mortgages, & life settlements. Due to the recentness of these trends, this research begins with a definition of the two terms, followed by an analysis of the success of the traditional positive social change methods (including government aid and charitable contributions) as well as the entrance of financial services firms (including retail banks, investment management firms, venture capital firms, & technology entrepreneurs).

Stifel Financial Corporation:

An Acquisitive Brokerage & Investment Management Firm

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 employees and $2.2 billion revenues. The firm is led by its CEO Ron Kruszewski. Stifel Financial Corporation'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 offices, employees, revenues, net revnues, net profits, & adjusted net profits. Its profile includes detailed outlines of its core businesses and concludes with the highlights of its organizational structure & ownership.

Missed Last Week's Release?

  • This Week's Research Call: Exchange Traded Funds (ETFs)
  • Recent Tiburon Research Calls
  • Tiburon CEO Summit XXXI: October 10-12, 2016 in San Francisco
  • Tiburon CEO Summit XXX Videos
  • Exchange Traded Funds (ETFs)
  • Hearsay Social
  • Missed Last Week's Release?
  • Other Research Posted Recently
  • Tiburon Services: Mergers & Acquisition Advice

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.