December 30, 2016

Tiburon Research Call:
Wine Industry Investments

The next Tiburon Research Call will be on Wine Industry Investments, Thursday, January 5, 2017 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 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.

Tiburon Talks at Tiburon CEO Summit XXXII

The Fed & The Economy, Singularity, & More

Tiburon CEO Summit XXXII attendees will enjoy several Tiburon Talks, featuring 20-minute presentations by some of the industry's top leaders. Attendees can look forward to seeing Ric Edelman (Executive Chairman, Edelman Financial Services) discuss Singularity and Dennis Lockhart (President, Federal Reserve Bank of Atlanta) discuss The Fed & The Economy, with more to be announced.

If you are a C-level executive Tiburon CEO Summit sponsor or Tiburon member and would like to join us at the Ritz Carlton in New York on April 3-5, 2017 for Tiburon CEO Summit XXXII, please email Tiburon's Managing Partner Chip Roame. If you are not yet a member and interested, please email Sarah Sage.

Skip & Chip's Excellent Adventure 6.0: Kauai
July 9-13, 2017

Tiburon Managing Partner Chip Roame co-led, along with Skip Schweiss (President, TD Ameritrade Trust Company), the annual “Chip & Skip’s Excellent Adventure” to Mount Shasta in June 2016. This was the fifth in the series, in which participants have reached the top of Mt. Whitney, traversed the Grand Canyon, summited Half Dome in Yosemite, and completed the Four Pass Loop outside of Aspen, CO. The annual outing combines a challenging outdoor adventure with a fun weekend together.

Excellent Adventure 6.0 will be in July 2017, in Kauai. On July 9th the group will hike the Kalalau Trail, in-and-out for a total of 22 miles. On July 13th the group will kayak the 17 miles along the Napali Coast. For more information, email Skip Schweiss.

Wine Industry Investments:
History, Varietals, Regions, Predictions,
& Investment Opportunities

Tiburon Strategic Advisors is pleased to highlight its research on Wine Industry Investments. The purpose of this research is to provide readers with an initial understanding of opportunities for investing in the wine industry, including collections & futures; private equity & real estate investment trusts; and vineyards & wineries. In the market for alternative investments, none can be much more fun than investing in the wine industry. As a passion of Tiburon's managing partner, Tiburon is able to address the history of winemaking, grape varietals, wine growing regions & appellations, market predictions, and methods for investing in this booming market. This research addresses the three historical phases of the wine industry, including Early Development Phase, Phylloxera, US Prohibition, & WW II Challenges Phase, & Maturation Phase. This research highlights grape varietals, including: Red Grape Varietals, White Grape Varietals, & Related Beverages. This research defines four distinct geographic regions, including: France, Italy, & Other European Wineries, California & Other United States Wineries, Chile, Argentina, Mexico, & Other South America Wineries, Australia, New Zealand, South Africa, Canada, & Other New World Wineries. And this research makes the following future predictions for the wine industry: Continuing Growth of the Wine Industry, Growing Market Share of New World Wineries, High-End Wines, & Lighter Varietals, Continuing Importance of US Market, Emergence of the Chinese Market, & Streamlining of Wine Distribution, & Rapid Industry Consolidation. And this research concludes by indentifying the three leading ways of investing in the wine industry: Collections & Futures, Private Equity & Real Estate Investment Trusts, & Vineyards & Wineries.

Edelman Financial Services:
A Leading Fee-Based Financial Advisory Firm with a Growing National Presence

Tiburon Strategic Advisors is pleased to highlight its research on Edelman Financial Services . Edelman Financial Services was founded by Ric & Jean Edelman in 1987 and is based in Fairfax, VA. The firm has 526 employees, 30,440 clients, 63,400 accounts, $16.8 billion assets under management & administration, and is led by its Exeuctive Chairman Ric Edelman, CEO Ryan Parker, President Ed Moore, & Chief Operating Officer Rene Chaze. Edelman Financial Services comprehensive Power Point deck below includes a synopsis of its history, including its key phases: Independent Phase, Sanders Morris Harris Group Phase, Lee Equity Partners Phase, & Hellman & Friedman Phase. Its profile includes the key statistics of the firm, including its number of employees, clients, average client assets under management & administration, accounts, new accounts, lost accounts, net new accounts, average account size, assets under management & administration, assets under management & administration per employee, assets under management & administration per financial advisor, assets under management, assets under administration, new client inflows, existing client inflows, inflows, outflows, cancellation, net flows, market appreication, net new assets under management & administration, revenues, advisory revenues, interest & dividends, other revenues, variable expenses, commissions & planner payouts, clearing & other variable expenses, variable expenses as share of revenues, gross profits, gross margin, SG&A expenses, SG&A expenses as a share of revenues, compensation, bonus earnout, communications & data processing, advertisting fees, occupancy fees (excluding depreciation), professional fees, legal fees & other settlements, other general & administrative costs, EBITDA, EBITDA margin, interest, depreciation, amortization, intangible impairment, pre-tax income, taxes, and net profits (continuing operations). Its profile includes detailed outlines of its core businesses, including Retail Business, Edelman Financial Network (TAMP), Retirement Plans, Edelman Online, & Institutional. 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:



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.