November 18, 2016

Next Week's Tiburon Research Call:
Hedge Funds & Liquid Alternatives

The next Tiburon Research Call will be on Hedge Funds & Liquid Alternatives, Tuesday, November 22, 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 member and would like to obtain access to Tiburon research calls, please email us.


Tiburon CEO Summit XXXII: Meeting Agenda

Tiburon is pleased to share the developing meeting agenda for the upcoming Tiburon CEO Summit XXXII (April 3-5, at the Ritz Carlton Hotel in New York, NY). 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.

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, please email Sarah Sage.


Tiburon CEO Summit XXXI Keynote Recap:

Consumer Wealth & the Top Ten Wealth Management Industry Trends

For those that missed Tiburon CEO Summit XXXI, Tiburon Managing Partner Chip Roame provided attendees with a broad strategic overview of the wealth management business. His keynote presentation started with a review of consumer wealth, including the $60 trillion of financial assets and $30 trillion pending liquidation & highlighted the top ten wealth management industry trends.

Please email Sarah Sage if you need your log-in credentials, or you would like to become a Tiburon member and obtain access.


Hedge Funds & Liquid Alternatives:
The Alternative Investments with Substantial Glamour But Long-Term 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 absolute & relative 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. This research begins with a situational analysis, including: Growth in Popularity, Reasons Gained Popularity, and Reasons Being Challenged. This research addresses the four historical phases of the hedge funds & liquid alternatives market, including: Emergence Phase, Strategy Diversification Phase, Rapid Growth Phase, and Retrenchment Phase. This research summarizes the market growth and highlights the leaders. This research defines product structure segments, including: Hedge Funds, US Hedge Funds, Non-US Hedge Funds, Hedge Funds-of-Funds, and Liquid Alternatives. And this research makes the following future predictions for the hedge funds market, including: Continual Market Growth, Continual Mixed Returns & Casualties, Increased Regulation, Industry Maturization & Distancing of the Leaders, and Consolidation of the Hedge Funds Business.


Morningstar: A Provider of Risk Analytics to Financial Advisors

Tiburon Strategic Advisors is pleased to highlight its research on Morningstar. Morningstar was founded by Joe Mansueto in 1984 and is based in Chicago, IL. Morningstar has operations in 26 countries, 26 offices, 3,495 employees, generates $698 million revenues, earns $123.5 million, and is led by its CEO Joe Mansueto. Morningstar is a public company trading on the NASDAQ as MORN. Morningstar's comprehensive Power Point deck below includes a synopsis of its history, including its key phases: Print Phase, Internet Phase, and Business Diversification Phase. Its profile includes the key statistics of the firm, including its number of countries, offices, employees, revenues, operating income, net profits from continuing operations, net profits, cash provided by operating activities, capital expenditures, & free cash flow. Its profile includes detailed outlines of its core business: Individual Investors, Financial Advisors, and Institutional Investors. 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 Market Seminars

Tiburon is able to deliver detailed presentations and/or actively participate in detailed conversations on a wide range of products and markets within the banking, insurance, brokerage, and investment management markets without significant lead time. This ability is based upon both the depth of its existing written industry knowledge (over 1,700 topics and 500,000 PowerPoint charts and graphs) and its broad CEO-level industry contacts. As a result, Tiburon Market Seminars have become ideal for clients which need a quick and yet thorough understanding of industry dynamics and leading players in growing markets. This is also an ideal low-cost method for new Tiburon clients to tap into the firm's years of industry experience and prior research efforts. If you are interested in accessing any of Tiburon's research, please click here to subscribe to Tiburon Research online.