December 2, 2016

Tiburon Research Call: Socially Responsible Investing & Impact Investing

The next Tiburon Research Call will be on Socially Responsible Investing & Impact Investing, Tuesday, December 6, 2016 at 8:00am PT. Tiburon CEO Summit sponsors and Tiburon members are cordially invited to join this call with Managing Partner Chip Roame. If you are a Tiburon sponsor or member and would like to listen, please email Sarah Sage (SSage@TiburonAdvisors.Com) to RSVP.

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


Tiburon Serving Others Adventure:
Ethiopia, January 15-18, 2017

Tiburon Managing Partner Chip Roame and several long-term Tiburon CEO Summit attendees will embark on the first ever Tiburon Serving Others Adventure next month in Ethiopia on January 15-18, 2017 to connect first world finance with developing world needs. While on the Tiburon Serving Others Adventure, the group will spend a couple of days on-site at an Ethiopian school, as well as in Addis.

Tiburon Serving Others Adventure 1.0 is being headed by Tiburon Managing Partner Chip Roame, Riskalyze CEO Aaron Klein and Hanson McClain Co-CEO Scott Hanson. If you are interested in taking part, please email Chip Roame.


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 sponsor or member and interested, please email Sarah Sage.


Socially Responsible Investing & Impact Investing: An Emerging Investment Strategy Favored by Many New Investors, Including Women & Millenials

Tiburon Strategic Advisors is pleased to highlight its research on Socially Responsible Investing & Impact Investing. The purpose of this research is to provide readers with an comprehensive understanding of two rapidly growing areas of investing, including socially responsible investing & impact investing. This research is part of Tiburon's wealth management series that includes other trending areas, including financial planning, college savings plans, index investing, tax conscious investing, islamic finance, estate planning, reverse mortgages, & life settlements. This research begins with an analysis of the success of two traditional positive social change methods (government aid & charitable contributions). The research further defines the overlapping terms of socially responsible investing; environmental, social, & governance investing, and impact investing, and then addresses the possible investment objectives, including financial first, double bottom line, & impact first. The research analyzes the market situtation, including consumers' & institutional investors' levels of interest, and then outlines the drivers (women, millennials, & defined contribution plans) and the key constraints (lack of proven investment performance). This research addresses the four historical phases of socially responsible investing & impact investing, including: Socially Responsible Investing Emergence Phase, Environmental, Social, & Governance Investing Emergence Phase, Impact Investing Emergence Phase, & Maturation Phase. This research defines a variety of screens & investable areas, including: Socially Responsible Investing & Impact Investing. This research addresses the four markets & distribution channels, including: Direct Distribution, Financial Advisor Channels, Institutional Markets, & International Markets. And this research makes several future predictions for the socially responsible investing & impact investing market.


Riskalyze: A Provider of Risk Analytics to Financial Advisors

Tiburon Strategic Advisors is pleased to highlight its research on Riskalyze . Riskalyze was founded by Aaron Klein, Mike McDaniel, & Matt Pistone in 2011 and is based in Auburn, CA. The company has $121 billion financial advisor clients' assets under management and is led by its CEO Aaron Klein. Riskalyze'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, financial advisor clients, financial advisor clients' clients, financial advisor clients' assets under management, revenues, & net profits. Its profile includes detailed outlines of its core services. 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.


Recently Posted Tiburon Written Research

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

Topics

Profiles


Tiburon CEO Summit Sponsorship Program

Tiburon is grateful to its Tiburon CEO Summit 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, 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 who offer financial support for Tiburon CEO Summit XXXII.

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