June 10, 2016

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.

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 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 continues to grow rapidly despite relatively poor investment returns. This research analyzes hedge fund & liquid alternatives data by product structure and offers a series of predictions for the hedge funds & liquid alternatives market.


A Leading Wealth Management Technology & Investment Management Platform

Tiburon Strategic Advisors is pleased to highlight its research on Envestnet. Envestnet was founded by Jud Bergman, Jim Lumberg, & Brandon Thomas in 1999. The firm is based in Chicago, IL. Envestnet has ten offices, 850 employees, 1,500 institutional clients, 40,237 financial advisor clients, 2.9 million accounts, $713.4 billion assets under administration & management, $348.7 million gross revenues, $80.3 million gross profits, $21.0 million earnings before taxes interest, taxes, depreciation, & amortization, $38.6 million adjusted EBITDA, $11.4 million operating income, $22.0 million adjusted operating income, $10.6 million pre-tax income, $14.0 million net profits, & $10.4 million adjusted net profits. The company is led by its CEO Jud Bergman, Vice Chairman Anil Arora, President Bill Crager, & Chief Operating Officer John Mayer. Envestnet is a public company trading on the New York Stock Exchange under the symbol ENV.

Missed Last Week's Release?

  • Next Week's Research Call: Hedge Funds & Liquid Alternatives
  • Recent Tiburon Research Calls
  • Tiburon CEO Summit XXXI: Over 150 Attendees Confirmed
  • Tiburon CEO Summit XXX: Videos
  • Hedge Funds & Liquid Alternatives
  • Edelman Financial Services
  • Missed Last Week's Release?
  • Other Research Posted Recently
  • Tiburon Services: Mergers & Acquisition Advice

Other Research Posted Recently



Tiburon CEO Summit Sponsorship

Tiburon CEO Summits are made possible in large part due to the dedication of senior executives at client firms who commit their time, expertise, and financial support to the events, as part of the Tiburon CEO Summit Sponsor Group. Tiburon is grateful to its clients Advent Software, Advisor Software, Allianz, AssetMark, AXA Advisors, Bachrach & Associates, BrightScope, Brinker Capital, Centana Growth Partners, Charles Schwab, Discovery Data, DST Market Services, Envestnet, EverBank Financial, Fidelity Investments, First Rate, Fiserv, FP Transitions, FTJ FundChoice, FTV Capital, Genstar Capital, InvestCloud, Lovell Minnick Partners, Lyons Capital Partners, MoneyGuidePro, MyVest Corporation, Orion Advisor Services, RBC Correspondent Services, Riskalyze, Scottrade, Swan Global Investments, TA Associates, Trust Company of America, Vertical Management Systems, Vestmark, Vestorly, & Yodlee who offer financial support for Tiburon CEO Summit XXXI.

To become a Tiburon CEO Summit Sponsor, please email Sarah Sage. Sarah or another Tiburon team member will be happy to explain the sponsor benefit package in more detail to any qualified attendee (e.g., C level executives, executive vice presidents, partners, & other business heads). Sarah can be reached at SSage@TiburonAdvisors.Com or 415-789-2540.