March 17, 2017

Tiburon Talks at Tiburon CEO Summit XXXII

Tiburon CEO Summit XXXII attendees will enjoy several Tiburon Talks, which are 15-minute presentations, by some of the industry's top leaders including Dennis Lockhart (President, Federal Reserve Bank of Atlanta) discussing The Fed & The Economy; Tom Dorsey (Founder, Dorsey, Wright, & Associates) discussing Economy & Markets; George Gatch (CEO, JP Morgan Asset Management) discussing The Future of Investment Management; & Ric Edelman (Executive Chairman, Edelman Financial Services) discussing Singularity.

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 Tiburon member and would like to attend, please email Sarah Sage.


Tiburon Research Call:
The Future of Wealth Management

The next Tiburon Research Call will be on one of the most popular topics in the financial services industry: The Future of Wealth Management. It well be held Thursday, March 30, 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.


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 2011-2017 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 2011-2017 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:

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.

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 Impact 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 Impact 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 Impact 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 learning more about Tiburon Impact Adventure 1.0, please email Aaron Klein.

Tiburon will be announcing Tiburon Impact Adventure 2.0 soon. If you are interested in taking part in future trips, please email Scott Hanson.


Tiburon Conference Speeches

Tiburon partners have given hundreds of speeches to both financial industry executives and financial advisors. Common audiences for Tiburon partners include board meetings, executive offsites, employee meetings, financial advisor annual conferences, top producers trips, regional forums, & due diligence trips; and national & regional trade group meetings. Tiburon partners have all been widely quoted & can offer detailed insights to conference attendees. The firm's most popular speech topics evolve with market trends and Tiburon's research agenda. Any topic would provide timely research-based conclusions and Tiburon is also willing to merge and custom-design topics to fit specific needs. If you would like to schedule a conference speech, please email Sarah Sage.