April 21, 2017

Tiburon Research Call:
Hedge Funds & Liquid Alternatives

Tiburon and its Managing Partner Chip Roame are pleased to announce the next Tiburon Research Call will be on Hedge Funds & Liquid Alternatives. It will be held Thursday, April 27, 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: 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 XXXIII, which 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:

Hedge Funds & Liquid Alternatives:
The Alternative Investments with Substantial Glamour But Long-Term Underperformance

Tiburon Strategic Advisors is pleased to highlight its research on Hedge Funds & Liquid Alternatives. The purpose of this research is to provide readers with a comprehensive understanding of the hedge funds & liquid alternatives market, an industry which continues to grow rapidly despite relatively poor absolute & relative investment returns. This research analyzes hedge fund & liquid alternatives data by product structure and offers a series of predictions for the hedge funds & liquid alternatives market. This research begins with a situational analysis, including Growth in Popularity; Reasons Gained Popularity; & Reasons Being Challenged. This research addresses the four historical phases of the hedge funds & liquid alternatives market, including: Emergence Phase; Strategy Diversification Phase; Rapid Growth Phase; & Retrenchment Phase. This research summarizes the market growth and highlights the leaders. This research defines product structure segments, including Hedge Funds (United States Hedge Funds and Non-United States Hedge Funds); Hedge Funds-of-Funds; & Liquid Alternatives. And this research makes the following future predictions for the hedge funds market, including Continual Market Growth; Continual Mixed Returns & Casualties; Increased Regulation; Industry Maturization & Distancing of the Leaders; & Consolidation of the Hedge Funds Business.

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:

Bridgewater Associates:
A Leading Hedge Fund Manager

Tiburon Strategic Advisors is pleased to highlight its research on Bridgewater Associates. Bridgewater Associates was founded by Ray Dalio in 1975 and is based in Westport, CT. Bridgewater Associates has 500 employees, six hedge funds, & $140 billion assets under management. It is led by its President Ray Dalio. Bridgewater Associates' comprehensive Power Point deck below includes a synopsis of its history, including its key phases: Early Phase; Middle Phase; & Recent Phase. Its profile includes the key statistics of the firm, including its number of offices, employees, hedge funds, clients, assets under management, revenues, & net profits. Its profile includes detailed outlines of its core businesses, including Hedge Funds. 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 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 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.