May 27, 2016

This Week's Socially Responsible Investing & Impact Investing Research Call

For those that had to miss this week's popular Socially Responsible Investing & Impact Investing 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:

Socially Responsible Investing & Impact Investing:

An Emerging Investment Strategy Favored by Many New Investors, Including Women & Millenials

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).

Loring Ward Group:

An Asset-Class Oriented TAMP Leveraging Dimensional Fund Advisors

Tiburon Strategic Advisors is pleased to highlight its research on Loring Ward Group. Loring Ward Group was founded as RWB Advisory Services by Carl Reinhardt, Alan Werba, & John Bowen in 1990 and is based in San Jose, CA. Loring Ward Group has 110 employees and is led by its Chairman Alan Werba, CEO Alex Potts, & Chief Operating Officer Mike Clinton. Loring Ward Group'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 employees, revenues, pre-marketing expenses profits, EBITDA, pre-tax & other expenses profits, pre-tax profits, & cash flows. 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: Socially Responsible Investing & Impact Investing
  • Recent Tiburon Research Calls
  • Tiburon CEO Summit XXXI: October 10-12, 2016 in San Francisco
  • Tiburon CEO Summit XXX: Videos
  • Socially Responsible Investing & Impact Investing
  • Stifel Financial Corporation
  • 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.