December 9, 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 Tiburon CEO Summit XXXII (April 3-5, 2017, at the Ritz Carlton Hotel in New York). 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, please email Sarah Sage.


Tiburon Research Call: Socially Responsible Investing & Impact Investing

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 the Tiburon 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 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.


Socially Responsible Investing: Screening Out Guns, Tobacco, & More in Stock Selection

Tiburon Strategic Advisors is pleased to highlight its research on Socially Responsible Investing. The purpose of this research is to provide readers with an understanding of socially responsible investing, a growing area of investing. This research combines with Tiburon's research on impact investing to support its broader coverage of socially responsible investing & impact investing. 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 two historical phases of socially responsible investing, including: Emergence Phase and Maturation Phase. This research defines numerous potential screens, including: Alcohol, Birth Control, Catholic Values, Climate Change, Community Development, Fossil Fuels, Gambling, Guns, Islamic Values, Labor Violations, Polluters, Tobacco, Vice, Women's Empowerment, and Worker Safety. This research addresses the most common investment vehicles, including: Mutual Funds, Exchange Traded Funds (ETFs), and Separately Managed Accounts. And this research makes several future predictions for the socially responsible investing market, including: Substantial Socially Responsible Investing Market Growth and Growing Importance of Investing Themes Important to Women & Gen X Investors.


Investment Management Consultants Association (IMCA): A Trade Group for Managed Accounts Oriented Financial Advisors

Tiburon Strategic Advisors is pleased to highlight its research on Investment Management Consultants (IMCA) . The Investment Management Consultants Association (IMCA) was founded in 1985 and is based in Denver, CO. The organization has sixteen employees, 9,000 members, and a $7.0 million budget. The Investment Management Consultants Association (IMCA) is led by its President Gerry Bridgeman, Executive Director Dede Pahl, & Deputy Director Benny Brill. Its web site can be found at www.imca.org. The Investment Management Consultants Association (IMCA)'s comprehensive Power Point deck below includes a synopsis of its history, including its key phases: Early Phase, Institute for Certified Investment Management Consultants (ICIMC) Stand-Alone Phase, and Executive Turnover Phase.Its profile includes the key statistics of the organization, including its number of offices, employees, members, revenues, & net profits. Its profile includes detailed outlines of its core services, including: Designations, Certified Investment Management Analyst (CIMA), Chartered Private Wealth Advisor (CPWA), Conferences, Annual Conference, Winter Institute, Investment Advisor Forum, Private Wealth, Advisor Conference, Master Series, Specialty Conferences, Publications, Investment & Wealth Monitor, Journal of Investment Consulting, Legislative Network, and Membership Discounts. 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 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 1,900 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.