April 14, 2017

Tiburon Research Call:
Exchange Traded Funds (ETFs)

Tiburon and its Managing Partner Chip Roame are pleased to announce the next Tiburon Research Call will be on Exchange Traded Funds (ETFs). It will be held Thursday, April 20, 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 XXXIII:
October 9-11, 2017 in San Francisco, CA

Tiburon Strategic Advisors and its Managing Partner Chip Roame are pleased to announce the upcoming Tiburon CEO Summit XXXIII will be held on October 9-11, 2017, at the Ritz Carlton Hotel in San Francisco, CA. Tiburon CEO Summits provide a unique opportunity for leaders from throughout the financial services industry to gather to collaborate & candidly discuss the future of the industry. Attendees will enjoy over 40 speakers discussing the industry's biggest topics.

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 XXXIII, 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:

Exchange Traded Funds:
The New Packaged Product of Choice

Tiburon Strategic Advisors is pleased to highlight its research on Exchange Traded Funds. The purpose of this research is to provide readers with a comprehensive understanding of the exchange traded funds (ETFs) market. BlackRock, The Vanguard Group, & State Street Corporation (State Street Global Advisors) dominate the market. Other firms including Invesco PowerShares, WisdomTree Investments, Guggenheim Investment Partners, & ProShares are developing alternative products. Still other firms including The Charles Schwab Corporation, Allianz (PIMCO), & FMR (Fidelity Investments) are challenging the leaders, while other firms, including active management leaders American Funds and T. Rowe Price Group, have thus far eschewed the ETF market. The emerging actively managed exchange traded funds (ETFs) and managed exchange traded funds (ETFs) programs markets are also addressed herewithin. This research is also incorporated into both Tiburon's coverage of registered investment companies and that of index investing. This research starts by summarizing the key drivers behind the rapid growth in exchange traded funds (ETFs), including ETFs' advantages: Incremental Lower Expenses; Improved Transparency; Additional Tax Efficiency; Lack of Cash Drag; Liquid & Continuously Priced; No Redemption or Short-Term Trading Fees; Ability to Place Stop-Loss, Market, & Limit Orders; Eligibility for Margin Purchases; & Advantageous Short Sell Rule. This research addresses the three historical phases of the exchange traded funds (ETFs) market, including Emergence Phase Rapid Growth Phase & Dominance Phase. This research defines two product markets, including Passively Managed Exchange Traded Funds (ETFs); & Actively Managed Exchange Traded Funds (ETFs). This research addresses the three markets & distribution channels for exchange traded funds (ETFs), including Direct Channels; Financial Advisor Channels; & Institutional Markets. And this research makes the following future predictions for the exchange traded funds (ETFs) business, including Substantial Growth in Exchange Traded Funds (ETFs); Rapid Emergence of Managed Exchange Traded Funds (ETFs) Programs; Successful Push into 401K Plans Market; & Rapid Emergence Outside of the United States.

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:

The Vanguard Group:
A Leading Investment Management Firm

Tiburon Strategic Advisors is pleased to highlight its research on The Vanguard Group. The Vanguard Group was founded by Jack Bogle in 1975 and is based in Valley Forge, PA. The company has fifteen offices, 14,200 employees, 20.0 million clients, $3.5 trillion assets under management, & generates $1.8 billion revenues. The Vanguard Group is led by its CEO Bill McNabb. The Vanguard Group's comprehensive Power Point deck below includes a synopsis of its history, including its key phases: Business Establishment Phase; Business Expansion Phase; & Huge Success Phase. Its profile includes the key statistics of the firm, including its number of offices, employees, clients, accounts, net new accounts, assets under management, net flows, revenues, & net profits. Its profile includes detailed outlines of its core businesses, including Individual Investors Group; Institutional Investors Group (Financial Advisor Services & Institutions); Non-US Business (Europe & Australia); & Investment Management Business (Mutual Funds; Exchange Traded Funds (ETFs); 529 College Savings Plans; & Variable Annuities).

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 Impact 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.