November 25, 2016

Tiburon CEO Summit XXXII:
Over 100 Executive Attendees Confirmed

Tiburon Strategic Advisors and its Managing Partner Chip Roame are pleased to announce that over 100 financial services industry CEOs & C-level executives have already confirmed their attendance for the upcoming Tiburon CEO Summit XXXII (April 3-5, at the Ritz Carlton Hotel in New York, NY). If you are an executive-level Tiburon CEO Summit sponsor or Tiburon member and would like to participate in Tiburon CEO Summit XXXII, please contact Tiburon's Managing Partner Chip Roame. If you are not yet a Tiburon CEO Summit sponsor or Tiburon member and interested, please contact Sarah Sage.


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

For those that had to miss this week's Hedge Funds & Liquid Alternatives 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.

If you are not yet a Tiburon CEO Summit sponsor or Tiburon 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 New York). 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 CEO Summit sponsor or Tiburon 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 Tiburon CEO Summit sponsor or Tiburon member and interested in attending, please email Sarah Sage.


Liquid Alternatives:
Hedge Fund Strategies in 1940 Act Products

Tiburon Strategic Advisors is pleased to highlight its research on Liquid Alternatives. The purpose of this research is to provide readers with a comprehensive understanding of the liquid alternatives market, a market that has emerged to provide hedge fund like strategies in mutual fund structures. This research analyzes liquid alternatives data by investment strategy, highlights successful distribution strategies, and offers a series of predictions for the liquid alternatives market. This research addresses the four historical phases of the liquid alternatives market: Emergence Phase, Middle Phase, & Retrenchment Phase. This research summarizes the market growth and highlights the leaders. This research defines key investment strateges: Nontraditional Bond, Long/Short Equity, Market Neutral, & Managed Futures. This research defines two product structures: Open-End Mutual Funds & Exchange Traded Funds (ETFs). This research defines four markets & distribution channels: US High Net Worth Consumers, Non-US High Net Worth Consumers, Endowments & Foundations, Defined Benefit Plans & Defined Contribution Plans. And this research makes the following future predictions for the liquid alternatives market: Steady Market Growth, Retailization of Hedge Fund Strategies, Growing Dominance of Absolute Return Strategies, & Growing Opportunities in Defined Contribution Plans.


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, $3.5 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 phases: Business Establishment Phase, Business Expansion Phase, & Huge Success Phase. Its 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: Individual Investors Group, Institutional Investors Group, Non-US Business, & Investment Management Business. And its profile concludes with the highlights of its organizational structure & ownership.


Recent Tiburon Research Calls

Tiburon CEO Summit sponsors & Tiburon 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 CEO Summit sponsor or Tiburon member, and obtain access.


Other Research Posted Recently

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

Topics

Profiles


Tiburon Research 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.