March 10, 2017

Tiburon Research Call:
Consumer Wealth

The next Tiburon Research Call will be on one of the most popular topics in the financial services industry: Consumer Wealth. It well be held Thursday, March 16, 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 Calls 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 Will Feature
Over 40 CEO Speakers

Attendees of upcoming Tiburon CEO Summit XXXII (April 3-5, 2017, at the Ritz Carlton Hotel in New York) will enjoy over 40 speakers discussing the industry's hottest topics. Along with Tiburon's Managing Partner Chip Roame, Tiburon CEO Summit XXXII will include speakers Jack Bogle (Founder, The Vanguard Group), Don Phillips (Managing Director, Morningstar), Ron Albahary (Chief Investment Officer, Threshold Group), Noreen Beaman (CEO, Brinker Capital), Brad Bernstein (Managing Partner, FTV Capital), Phil Blancato (President, Ladenburg Thalmann Asset Management), Josh Brown (CEO, Ritzholtz Wealth Management), John Bunch (President, Financial Engines Advisors), Roy Burns (Managing Director, TA Associates), Don Calcagni (Chief Investment Officer, Mercer Advisors), Lawrence Calcano (CEO, iCapital Network), Rich Cancro (CEO, AdvisorEngine), Lisa Dolly (CEO, Pershing), Tom Dorsey (Founder, Dorsey, Wright, & Asociates), Stephane Dubois(CEO, Xignite), Ric Edelman (Executive Chairman, Edelman Financial Services), John Gabbert (CEO, Pitchbook Data), George Gatch (CEO, JP Morgan Funds Management), Jane Gladstone (Senior Managing Director, Evercore Partners), Charles Goldman (CEO, AssetMark), Matt Harris (Managing Director, Bain Capital Ventures), Tim Harrison (CEO, Harrison Financial Services), Dennis Lockhart (President, Federal Reserve Bank of Atlanta), Pierre Mendelsohn (CEO, ALPIMA), David Musto (President, Great-West Investments), Adrian Nazari (CEO, Credit Sesame), Shirl Penney (CEO, Dynasty Financial Partners), Larry Raffone (CEO, Financial Engines), Len Reinhart (CEO, Wealthcare Capital Management), John Rourke (CEO, Starburst Labs), Aaron Schumm (CEO, Vestwell), Ian Sheridan (Managing Director, Vestigo Ventures), Eric Sontag (Chief Operating Officer, Sontag Advisory), Angie Stephenson (Chief Operating Officer, ParenteBeard Wealth Management), Jerry Szilagy (CEO, Catalyst Capital Advisors), Mark Tibergien (CEO, Pershing Advisor Solutions), Doug Trott (CEO, PriceMetrix), Nic Volpi (Partner, Permira Advisors Limited), Edmond Walters (Founder, eMoney Advisor), Elliot Weissbluth (CEO, HighTower), & Cathie Wood (CEO ARK Investment Management).

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:

Consumer Wealth:
The Unequal 2011-2016 Recovery & the Continuing Baby Boomer Retirement Crisis

Tiburon Strategic Advisors is pleased to highlight its research on Consumer Wealth. The purpose of this research is to provide readers with a comprehensive understanding of the vast amount of consumer wealth, consumers' financial concerns & savings goals, the perceived baby boomer retirement crisis, the impacts of the 2008-2011 declines in both the stock markets and home equity, and the current status of the unequal 2011-2016 recovery. This research starts with the historical account of the evolution of consumer wealth, including these three phases: Emergence Phase; Rapid Growth Phase; & Re-Set Phase. This research outlines the numbers of consumers & consumer households, summarizes their financial concerns & savings goals, and analyzes the case made for Baby Boomers' perceived retirement crisis, including Concentration of Consumer Wealth; Decline in Pension Plans & Retiree Benefits; Social Security & Medicare Challenges; Depressed Savings Rate; Lack of Significant World War II Generation Wealth Transfer; Longer Life Expectancies; & Increased Health Care Costs. This research highlights consumer wealth facts & figures based on the key data from the Federal Reserve's flow-of-funds report, including Investable Assets; Financial Assets; Household Assets; Household Liabilities; & Household Net Worth. The research concludes with seven predictions for consumer wealth, including Growth in Consumers & Consumer Households; Consistent Financial Concerns & Savings Goals; Increased Consumer Savings Rate; Delayed Retirements; Focus on Retirement Income & Retirement Paychecks; Focus on Longevity Planning; & Baby Boomers Liquidations.

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:

FTV Capital: A Private Equity Firm Investing Primarily in Financial Technology

Tiburon Strategic Advisors is pleased to highlight its research on FTV Capital. FTV Capital was founded as FT Ventures by Jim Hale & Bob Huret in 1998. It is based in San Francisco, CA, has two offices, 21 employees, five venture capital funds, 350 investors, $1.8 billion assets raised, 84 investments, $1.4 billlion investments, $700 million assets under management, & up to 53 portfolio companies. The firm is led by its founding partners emeritus Jim Hale & Bob Huret, its managing partners Brad Bernstein & Richard Garman, & its chief operating officer David Haynes. FTV Capital's comprehensive Power Point deck below includes a synopsis of its history, including its key phases: Launch Phase; Growth Phase; & Maturization Phase. Its profile includes the key statistics of the firm, including its number of offices, employees, venture capital funds, investors, assets raised, investments, assets under management, portfolio companies, revenues, & net profits. Its profile includes detailed outlines of its investments in key areas, including Payments & Transaction Processing; Financial Services; & Enterprise Technology & Services. 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, Hanson McClain Co-CEO Scott Hanson, & Riskalyze CEO Aaron Klein. 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. Tiburon added the Tiburon Research Call & Tiburon CEO Summits, and now refers to these as Tiburon membership. 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.