February 24, 2017

Tiburon Research Call:
International Markets

One of next week's two Tiburon Research Calls will be on of the most prevalant topics in the financial services industry: International Markets. It well be held Thursday, March 2, 2017 at 10:00am PT. All employees from Tiburon CEO Summit sponsors and Tiburon members are invited to join this call with Managing Partner Chip Roame. This is only one of over 40 Tiburon Research Calls set for this year. To see the full Tiburon Research Schedule, click here.

If you are an employee at a Tiburon CEO Summit sponsor or Tiburon member and would like to listen, 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.


Tiburon CEO Summit XXXII: Meeting Agenda

Tiburon Strategic Advisors and its Managing Partner Chip Roame are pleased to share the developing meeting agenda for the upcoming Tiburon CEO Summit XXXII (April 3-5, 2017, at the Ritz Carlton Hotel in New York).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 at a 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 a C-level executive at a firm that is not yet a Tiburon CEO Summit sponsor or Tiburon member and interested, 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:

Huatai Securities: A Leading TAMP

Tiburon Strategic Advisors is pleased to highlight its research on Huatai Securities. Huatai Securities' AssetMark Financial Holdings was founded in 1996 by Ron Cordes, Brian O'Toole, & Richard Steiny. The firm is led by its Co-Executive Chairmen Ron Cordes & Richard Steiny and its CEO Charles Goldman. Huatai Securities' comprehensive Power Point deck below includes a synopsis of its history, including its key phases: Private Phase; Genworth Financial Phase; & Private Equity Phase. Its profile includes the key statistics of the firm, including its number of employees, institutional clients, financial advisor clients, clients, accounts, assets under management, net flows, revenues, & net profits. Its profile includes detailed outlines of its core businesses, including AssetMark Financial Holdings; AssetMark; Aris Corporation of America; AssetMark Funds; & AssetMark Trust Company. 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 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.