April 28, 2017

Tiburon Research Call: Socially Responsible Investing & Impact Investing

Tiburon and its Managing Partner Chip Roame are pleased to announce that the next Tiburon Research Call will be on Socially Responsible Investing & Impact Investing. It will be held Thursday, May 4, 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:
Keynote Presentation Day #1 Recap

Tiburon Strategic Advisors and its Managing Partner Chip Roame presented the Tiburon CEO Summit XXXII Keynote Presentation Day #1 on The Top Ten Wealth Management Industry Trends & Ten Potential Disruptors. The purpose of this research was to provide readers with a broad strategic overview of the wealth management business. The purpose of this presentation was to to offer a unique method of summarizing a broad set of industry views, to set a discussion agenda for Tiburon CEO Summit XXXII, and to introduce over 40 speakers. This presentation offered a broad overview of the wealth management business and highlighted the top ten wealth management industry trends as well as the ten potential disruptors.

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. 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 (October 9-11, 2017 in San Francisco, CA), 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.


Tiburon Impact Adventure 2.0:
San Antonio Del Mar, Mexico,
January 27 & 28, 2018

Tiburon recently announced Tiburon Impact Adventure 2.0, which will be a house building project in San Anotnio Del Mar, Mexico on January 27th & 28th, 2018. Tiburon Impact Adventure 2.0 will be led by Tiburon Managing Partner Chip Roame, First Rate President Craig Wietz, Hanson McClain Co-CEO Scott Hanson, & Riskalyze CEO Aaron Klein. For more information, please contact Craig Wietz (President, First Rate).
Earlier this year, 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 the results of Tiburon Impact Adventures 1.0, please email Aaron Klein (CEO, Riskalyze).

If you are interested in the Tiburon Impact Adventures generally and/or in taking part in future trips, please email Scott Hanson (Co-CEO, Hanson McClain).


Tiburon Written Research:

Socially Responsible Investing & Impact Investing: An Emerging Investment Strategy Favored by Many New Investors, Including Women & Millenials

Tiburon Strategic Advisors is pleased to highlight its research on Socially Responsible Investing & Impact Investing. The purpose of this research is to provide readers with a comprehensive understanding of two rapidly growing areas of investing, including socially responsible investing & impact investing. This research is part of Tiburon's wealth management series that includes other trending areas, including financial planning, college savings plans, index investing, tax conscious investing, islamic finance, estate planning, reverse mortgages, & life settlements.

This research begins with an analysis of the success of two traditional positive social change methods (government aid & charitable contributions). The research further defines the overlapping terms of socially responsible investing; environmental, social, & governance investing, and impact investing, and then addresses the possible investment objectives, including financial first, double bottom line, & impact first. The research analyzes the market situtation, including consumers' & institutional investors' levels of interest, and then outlines the drivers (women, millennials, & defined contribution plans) and the key constraints (lack of proven investment performance). This research addresses the four historical phases of socially responsible investing & impact investing, including Socially Responsible Investing Emergence Phase; Environmental, Social, & Governance Investing Emergence Phase; Impact Investing Emergence Phase; & Maturation Phase. This research defines a variety of screens & investable areas, including Socially Responsible Investing (Alcohol; Birth Control; Catholic Values; Climate Change; Community Development; Fossil Fuels; Gambling; Guns; Islamic Values; Labor Violations; Pollutors; Tobacco; Vice; Women's Empowerment; Worker Safety); & Impact Investing (Affordable Housing; Clean Technology; Community Development Lending; Crime & Prison Reform; Education & Charter Schools; Healthcare; Homelessness; Job Training; Microfinance; Pollution Prevention; Pro-Environment; Repressed Minorities; & Sustainable Agriculture). This research addresses the four markets & distribution channels, including Direct Distribution; Financial Advisor Channels; Institutional Markets; & International Markets. And this research makes several future predictions for the socially responsible investing & impact investing market, including Substantial Socially Responsible Investing & Impact Investing Market Growth; & Expanding Distribution into Financial Advisor Channels & Retirement Plans Market.

If you are an employee at a Tiburon CEO Summit sponsor or Tiburon member and need your username & password to utilize Tiburon's Written Research, 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:

Envestnet:
A Leading Wealth Management Technology & Investment Management Platform

Tiburon Strategic Advisors is pleased to highlight its research on Envestnet. Envestnet was founded by Jud Bergman, Jim Lumberg, & Brandon Thomas in 1999. The firm is based in Chicago, IL. Envestnet has fourteen offices, 2,665 employees, $578.2 million gross revenues, $80.3 million gross profits, $21.0 million earnings before interest, taxes, depreciation, & amortization, $78.0 million adjusted EBITDA, $11.4 million operating income, $22.0 million adjusted operating income, -$40.5 million pre-tax income, -$55.6 million net profits, & $19.3 million adjusted net profits. The company is led by its CEO Jud Bergman, Vice Chairman Anil Arora, President Bill Crager, & Chief Operating Officer Josh Mayer. Envestnet is a public company trading on the New York Stock Exchange under the symbol ENV.

Envestnet's comprehensive Power Point deck below includes a synopsis of its history, including its key phases: Core Acquisitions & Key Alliances Phase; Initial Public Offering Phase; & Business Expansion Phase. Its profile includes the key statistics of the firm, including its number of offices, employees, gross revenues, adjusted revenues, gross profits, gross profit margin, operating expenses, adjusted operating expenses, EBITDA, adjusted EBITDA, adjusted EBITDA margin, EBIT, EBIT margin, operating income, operating income margin, adjusted operating income, adjusted operating income margin, non-operating income, pre-tax income, pre-tax income margin, income taxes, tax rate, net profits, net profit margin, adjusted net profits, adjusted net profit margin, & cash flows. Its profile includes detailed outlines of its core businesses, including Envestnet Enterprise (Advisor Suite; Envestnet PMC; Licensing); & Envestnet Yodlee. 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 to utilize Tiburon's Written Research, 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 to listen to recent Tiburon Research Calls, 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 Research Calls, 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 to utilize Tiburon's Written Research, 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.


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 (President, TD Ameritrade Trust Company).


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.