June 3, 2016

Next Week's Research Call:

Hedge Funds & Liquid Alternatives

The next Tiburon research call will be on Hedge Funds & Liquid Alternatives, Friday, June 10, 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 150 Attendees Already Confirmed

Tiburon Strategic Advisors and its Managing Partner Chip Roame are pleased to announce that over 150 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:

Hedge Funds & Liquid Alternatives:

The Alternative Investments with Substantial Glamour But Continual Underperformance

Tiburon Strategic Advisors is pleased to highlight its research on Hedge Funds & Liquid Alternatives. The purpose of this research is to provide readers with a comprehensive understanding of the hedge funds & liquid alternatives market, an industry which has weathered numerous storms since the late 1990s, including the closure of several leading firms such as Tiger Management, Long-Term Capital Management, & Soros, and continual underperformance, but which continues to grow rapidly. This research analyzes hedge fund & liquid alternatives data by product structure and offers a series of predictions for the hedge funds & liquid alternatives market.

Edelman Financial Services:

A Leading Fee-Based Financial Advisory Firm with a Growing National Presence

Tiburon Strategic Advisors is pleased to highlight its research on Edelman Financial Services. Edelman Financial Services was founded by Ric & Jean Edelman in 1987 and is based in Fairfax, VA. The firm has 458 employees, 26,866 clients, 63,400 accounts, $14.9 billion assets under management & administration, and is led by its Exeuctive Chairman Ric Edelman, CEO Ryan Parker, President Ed Moore, & Chief Operating Officer Rene Chaze. Edelman Financial Services comprehensive Power Point deck includes a synopsis of its history, including its key phases. 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
  • Loring Ward Group
  • 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.