September 30, 2016

Over 40 Speakers & 200 Executive Attendees Confirmed for Tiburon CEO Summit XXXI

Attendees of our upcoming Tiburon CEO Summit XXXI will enjoy over 40 CEO speakers including Walt Bettinger (The Charles Schwab Corporation), Kunal Kapoor (Morningstar), Len Brennen (Russell Investments) and more at the Ritz Carlton in San Francisco on October 10-12, 2016. With a prestigious speakers list and 200+ confirmed executive attendees, this event is not to be missed!

If you are an executive-level Tiburon member and would like to participate in Tiburon CEO Summit XXXI, please contact Tiburon's Managing Partner Chip Roame. If you are not yet a member and interested, please contact Sarah Sage.


This Week's Tiburon Research Call:

The Future of Wealth Management

For those that had to miss this week's popular Future of Wealth Management 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 member and obtain access.

If you are not yet a member and would like to obtain access to Tiburon research calls, please contact us.


Tiburon CEO Summit XXXI:

Meeting Agenda

Tiburon is pleased to share the developing meeting agenda for the upcoming Tiburon CEO Summit XXXI (October 10-12, 2016, at the Ritz Carlton Hotel in San Francisco). Leaders from throughout the financial services industry will gather to collaborate and 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.

The list of business relationships resulting from prior Tiburon CEO Summits is impressive. If you are an executive-level Tiburon member and would like to participate in Tiburon CEO Summit XXXI, please contact Tiburon's Managing Partner Chip Roame. If you are not yet a member and interested, please contact Sarah Sage.


Products & Services:

Higher Cash Holdings, Increasing Investable Asset Options, Deleveraging, & Growing Insurance Demand

Tiburon Strategic Advisors is pleased to highlight its research on Products & Services. The purpose of this research is to provide readers with an initial understanding of the vast array of financial products & services, including cash investment products, investable asset products, lending products, insurance products, & wealth management services. This research offers cross-product comparisons and serves to summarize Tiburon's views on dozens of financial products & services, including cash investments & bank savings products, individual securities, registered investment companies, ETFs & indexing, commingled trust funds, separately managed accounts, alternative investments, payments, mortgages, health care insurance, long-term care, annuities, life insurance, & wealth management services. This research begins by reviewing the history of financial products & services, including these phases. This research includes details on five segments of financial products & services. This research concludes with these predictions: Low Interest Rates & Cash Investments Conflict, Redefinition of Fee-Accounts (Unified Managed Accounts) as Core Investment Accounts, Accelerating Product Shifts: Low Cost Mutual Funds and Indexing & Exchange Traded Funds, Consumers Increasing Fiscal Responsibility & Deleveraging, & Need for Guaranteed Return Products


Allianz:

Worldwide Insurance
& Investment Management

Tiburon Strategic Advisors is pleased to highlight its research on Allianz. Allianz was founded in 1890 and is based in Munich, Germany. Allianz has operations in 70 countries, 148,000 employees, 83.0 million clients, and generates $145.9 billion revenues. The company is led by its CEO Michael Diekmann. Allianz's comprehensive Power Point deck below includes a synopsis of its history, including its key phases. Its profile includes the key statistics of the firm, including its number of countries, office, employees, clients, insurance in force, assets under management, revenues, operating income, & net profits. Its profile includes detailed outlines of its core businesses. And its profile concludes with the highlights of its organizational structure & ownership.


Recent Tiburon Research Calls

Tiburon sponsors & members have access to Tiburon Research Calls led bi-weekly 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:

Please email SSage@TiburonAdvisors.Com if you need your log-in credentials, or you would like to become a Tiburon sponsor or member, and obtain access.


Other Research Posted Recently

Tiburon sponsors & members have access to Tiburon's Research library of 1,900+ topics and profiles. To listen to access our Tiburon's Resarch, click the link below for your topic of interest, and enter your Tiburon log-in credentials:

Topics

Profiles


Tiburon Research Access Program

At the suggestion of numerous Tiburon members, Tiburon created a member service allowing unlimited access to all of its research for all of a firm's employees for an entire calendar year for only $25,000. This service has helped dozens of Tiburon members to consolidate their research needs & budgets. The Tiburon Research Access Program allows Tiburon members to utilize the Tiburon research library web page as their personal industry knowledge library across all of their employees. Tiburon's research currently includes over 1,900 topics. Tiburon's research strategy is to ultimately write and continuously refine research offerings covering every substantial financial services industry market segment (and prominent firm) so that the research can then serve as a comprehensive library of financial services data, analysis, & opinions for Tiburon members. Tiburon attempts to publish research on at least ten additional topics each week. Many are simply updates but all lead the firm closer to its goal of comprehensive research. If you are interested in accessing any of Tiburon's research, please click here to subscribe to Tiburon Research online.