October 7, 2016

Tiburon CEO Summit XXXI:

Next Week in San Francisco

Tiburon CEO Summit XXXI on October 10-12, 2016, at the Ritz Carlton Hotel in San Francisco, will provide a unique opportunity for leaders from throughout the financial services industry to gather to collaborate & candidly discuss the future of the industry. 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. 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.


Next Tiburon Research Call:

Tiburon CEO Summit XXXI Keynote

The next Tiburon Research Call will be the Tiburon CEO Summit XXXI Keynote Presentation, on Thursday, October 13, 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 member or Tiburon CEO Summit sponsor and would like to listen, please email Sarah Sage (SSage@TiburonAdvisors.Com) to RSVP

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


Chip Roame and Walt Bettinger's Exclusive Fireside Chat at Tiburon CEO Summit XXXI:

Attendees of our upcoming Tiburon CEO Summit XXXI will have the unique opportunity to experience a one-on-one fireside chat with The Charles Schwab Corporation's CEO Walt Bettinger and Tiburon’s Managing Partner Chip Roame on October 11th, at the Ritz Carlton Hotel in San Francisco, CA. This is an event 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.


FSI Investment Opportunities:

Venture Capital, Public Offerings, Public Stocks, & Private Equity Trends

Tiburon Strategic Advisors is pleased to highlight its research on Financial Services Industry Investment Opportunities. The purpose of this research is to provide readers with an understanding of financial services industry investment opportunities, including venture capital, public offerings, public stocks, & private equity opportunities. This research also includes an analysis of the industry's benchmarking, & valuation levels. The research addresses these strategic opportunities in light of overall trends in the financial services market. This research addresses the three historical phases of financial services industry investment opportunities. This research offers critical background, outlines financial services industry investment opportunities, and this research makes the following future predictions for financial services industry investment opportunities.


The Vanguard Group:

A Leading Investment Management Firm

Tiburon Strategic Advisors is pleased to highlight its research on The Vanguard Group. The Vanguard Group was founded by Jack Bogle in 1975 and is based in Valley Forge, PA. The company has fifteen offices, 14,200 employees, 20.0 million clients, $3.3 trillion assets under management, & generates $1.8 billion revenues. The Vanguard Group is led by its CEO Bill McNabb. The Vanguard Group's comprehensive Power Point deck below includes a synopsis of its history, including its key phasesIts profile includes the key statistics of the firm, including its number of offices, employees, clients, accounts, net new accounts, assets under management, net flows, revenues, & 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 CEO Summit Sponsorship

Tiburon is grateful to its sponsors 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, inStream Solutions, 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).

If you are interested in becoming a sponsor, please click here to email Sarah Sage.