February 10, 2017

Tiburon Talks at Tiburon CEO Summit XXXII

The Fed & The Economy, Singularity, & More

Tiburon CEO Summit XXXII attendees will enjoy several Tiburon Talks, which are 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 at a Tiburon CEO Summit sponsor or Tiburon member and would like to attend Tiburon CEO Summit XXXII at the Ritz Carlton in New York on April 3-5, 2017, please email Tiburon's Managing Partner Chip Roame. If you are a C-level executive at a firm that is not yet a Tiburon CEO Summit sponsor or core Tiburon member and would like to attend, please email Sarah Sage.


Tiburon Research Calls

Tiburon's Managing Partner Chip Roame will host over 40 Tiburon Research Calls this year. Tiburon Research Calls cover some of the most prevalant topics in the financial services industry. Upcoming Tiburon Research Calls include:

  • 2/28/17: Independent Advisors
  • 3/2/17: International Markets
  • 3/7/17: FA Turnkey Asset Management Programs (FA TAMPS)
  • 3/9/17: FA Succession Planning & Acquisitions
  • 3/16/17: Consumer Wealth
  • 3/30/17: The Future of Wealth Management

If you are an employee at a Tiburon CEO Summit sponsor or Tiburon member and would like to listen to the next Tiburon Research Call, please email Lupita Uribe to RSVP. If you are an employee at a firm that is not yet a Tiburon CEO Summit sponsor or Tiburon member and would like to obtain access to Tiburon Research Calls, please email Sarah Sage.


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

Tiburon Managing Partner Chip Roame and Tiburon client Skip Schweiss (President, TD Ameritrade Trust Company) will co-lead the annual Skip & Chip’s Excellent Adventure July 9-13th, 2017 to Kauai. On July 9th the group will hike the Kalalau Trail in-and-out for a total of 22 miles. On July 11th the group will kayak the seventeen miles along the Napali Coast. This will be the sixth in the series, in which participants have reached the tops of Mount Whitney & Mount Shasta, 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. For more information, please email Skip Schweiss.


Tiburon Written Research:

International (Non-US) Markets:
An Overview of World Markets

Tiburon Strategic Advisors is pleased to highlight its research on International Markets. The purpose of this research is to provide readers with an initial understanding of international (meaning non-US) markets including english speaking countries; Europe, Middle East, Africa; Asia Pacific; Latin America; & offshore markets. Along with the consumer and institutional markets, Tiburon summarizes the international markets as one of three major markets. This research addresses five market segments, including English Speaking Countries Markets; Europe, Middle East, & Africa Markets; Asia Pacific Markets; Latin America Markets; & Offshore Markets. And this research makes the following future predictions for the international markets, including: Mixed Growth in the International Markets; Continuing Retail Banking Dominance in the United Kingdom & Canada; Growth in Full-Service & Discount Brokerage Firms in France, Italy, & Spain; & Increased Financial Services Investment Opportunities in Brazil & China.

If you are an employee at a Tiburon CEO Summit sponsor or Tiburon member and need your username & password, please email Lupita Uribe. If you are an employee at a firm that is not yet a Tiburon CEO Summit sponsor or Tiburon member and would like to obtain access to Tiburon Written Research, please email Sarah Sage.


Tiburon Written Research:

Prudential PLC: A British Multinational Life Insurance & Financial Services Company

Tiburon Strategic Advisors is pleased to highlight its research on Prudential PLC. Prudential PLC was founded in 1848 and is based in London, England. The firm has 23,047 employees, 24.0 million clients, & is led by its CEO Mike Wells. Prudential PLC is a public company trading on the New York Stock Exchange under the symbol PUK. Prudential PLC's comprehensive Power Point deck below includes a synopsis of its history, including its key phases: United Kingdom Phase; US Expansion Phase; Independent Broker/Dealer Acquisitions Phase; & Investment Management Expansion Phase. Its profile includes the key statistics of the firm, including its number of employees, clients, revenues, & net profits. Its profile includes detailed outlines of its core businesses: UK Insurance; Asia Pacific; Jackson National Life Insurance Company; & M&G Investment Management. And its profile concludes with the highlights of its organizational structure & ownership.

If you are an employee at a Tiburon CEO Summit sponsor or Tiburon member and need your username & password, please email Lupita Uribe. If you are an employee at a firm that is not yet a Tiburon CEO Summit sponsor or Tiburon member and would like to obtain access to Tiburon Written Research, please email Sarah Sage.


Recent Tiburon Research Calls

All employees at 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:

If you are an employee at a Tiburon CEO Summit sponsor or Tiburon member and need your username & password, please email Lupita Uribe. If you are an employee at a firm that is not yet a Tiburon CEO Summit sponsor or Tiburon member and would like to obtain access, please email Sarah Sage.


Recently Posted Tiburon Written Research

All employees at 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

If you are an employee at a Tiburon CEO Summit sponsor or Tiburon member and need your username & password, please email Lupita Uribe. If you are an employee at a firm that is not yet a Tiburon CEO Summit sponsor or Tiburon member and would like to obtain access to Tiburon Written Research, please email Sarah Sage.


Tiburon Serving Others Adventure 1.0:
Ethiopia, January 15-18, 2017

Tiburon Managing Partner Chip Roame and several long-time Tiburon clients embarked on the first ever Tiburon Serving Others Adventure 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 spent a couple of days on-site at an Ethiopian school, as well as in Addis Ababa.
Tiburon Serving Others Adventure 1.0 was led by Tiburon Managing Partner Chip Roame, and Tiburon clients Centana Growth Partners Managing Partner, Ben Cukier, Riskalyze CEO Aaron Klein, & Hanson McClain Co-CEO Scott Hanson. If you are interested in taking part in future trips, please email Aaron Klein.


Tiburon Membership Program

At the suggestion of numerous Tiburon clients, Tiburon created a member service allowing unlimited access to all Tiburon written research for all of a firm's employees for an entire calendar year for only $25,000. This service has helped dozens of Tiburon clients to consolidate their research needs & budgets. Tiburon Written Research allows Tiburon clients to utilize the Tiburon research library web page as their personal industry knowledge library across all of their employees. Tiburon's written research currently includes 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. Tiburon added the Tiburon Research Call & Tiburon CEO Summits, and now refers to these as Tiburon membership.