October 28, 2016

Tiburon CEO Summit XXXII Will Feature
Over 40 CEO Speakers

Attendees of our upcoming Tiburon CEO Summit XXXII will enjoy over 40 CEO speakers including Jack Bogle (The Vanguard Group), Don Phillips (Morningstar), John Bunch (Financial Engines Advisors), and more at the Ritz Carlton in New York on April 3-5, 2016. With a prestigious speakers list, 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:

Index Investing

For those that had to miss this week's Index Investing Tiburon 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 member 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 XXXII: April 3-5, 2017

Tiburon Strategic Advisors and its Managing Partner Chip Roame are pleased to announce the upcoming Tiburon CEO Summit XXXII (April 3-5, 2017, 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.

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


Tiburon CEO Summit XXXI Keynote:
Consumer Wealth & the Top Ten Wealth Management Industry Trends

Tiburon Strategic Advisors is pleased to highlight its research on Tiburon CEO Summit XXXI Keynote Presentation. The purpose of this research is to provide readers with a broad strategic overview of the wealth management business. The below reference PowerPoint document is the day #1 presentation made by Tiburon's managing partner at the most recent Tiburon CEO Summit. The purpose of this presentation was to set a discussion agenda for Tiburon CEO Summit XXXI, to introduce over 40 speakers, and to offer a unique method of summarizing a broad set of industry views. Along with the more comprehensive Tiburon research document The Future of Wealth Management, this presentation offers a broad overview of the wealth management business. This research starts with a review of consumer wealth, including the $60 trillion of financial assets and $30 trillion pending liquidation.
This research highlights the top ten wealth management industry trends, atnd this research offers some conclusions for the future of wealth management.


Envestnet:

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 fourteen offices, 2,665 employees, 1,500 institutional clients, 49,000 financial advisor clients, 3.6 million accounts, $880.0 billion assets under administration & management, $456.0 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. Envestnet'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 offices, employees, institutional clients, financial advisor clients, clients, accounts, accounts per financial advisor client, gross new accounts, net new accounts, average account size, assets under administration & management, gross sales from existing business, conversions, remdemptions, net flows, gross revenues, gross revenues per financial advisor, return on assets, adjusted revenues, cost of revenues, direct expenses, gross profits, gross profit margin, operating expenses, adjusted operating expenses, adjusted operating expenses per account, earnings before interest & taxes, earnings before interest & taxes margin, EBITDA, adjusted EBITDA, operating income, operating income margin, adjusted operating income, adjusted operating income margin, non-operating income, pre-tax income, income taxes, tax rate, net profits, net profit margin, adjusted net profits, adjusted net profit margin, & cash flows. Its profile includes detailed outlines of its core businesses.


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.