December 16, 2016

Tiburon Research Call:
College Savings Plans (529 Plans)

The next Tiburon Research Call will be on College Savings Plans (529 Plans), THursday, December 22, 2016 at 10:00am 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 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 a C-level executive 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.


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 Aaron Klein.


College Savings Plans (529 Plans):
The Increasing Dominance of
529 College Savings Plans

Tiburon Strategic Advisors is pleased to highlight its research on College Savings Plans. The purpose of this research is to provide readers with an understanding of the college savings market, with a specific focus on the 529 college saving plans market, as well as related markets, including UGMA & UTMA custodial accounts and Coverdell Educational Savings Accounts. 529 college savings plans have the potential to become to college savings what 401K plans have become to retirement savings. This research seeks to summarize the leading plan sponsors and managers, as well as make predictions for the market at large. This research addresses a variety of key driving factors, including: Number of College Students Rising, State Funding Shrinking, Tuition Rates Rising, and Financial Aid Becoming Increasingly Complicated. This research addresses the three historical phases of the college saving market, including: Early Phase, 529 College Savings Plan Introduction Phase, and 529 College Savings Plan Maturation Phase. This research defines four distinct markets segments including: Taxable Accounts, UGMA & UTMA Custodial Accounts, Coverdell Educational Savings Accounts, and 529 College Savings Plans & State Pre-Paid Tuition Programs. This research makes numerous future predictions, including: Growth in the College Savings Market, Especially 529 College Savings Plans, Maturation of the 529 Plans Market: Growth in National Plans, Age-Based Investment Options, ETF-Based Plans, & Direct Sold Plans, and Emergence of 529 College Savings Plan Comparison Tools & Continuing Fee Pressure.


Morningstar: A Leading Independent Investment Research & Financial Advisor Workstation Provider

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. 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 username & password:

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 username & password:

Topics

Profiles

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.


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. If you are interested in accessing any of Tiburon's research, please click here to subscribe to Tiburon Research online.