July 21, 2017

Tiburon Research Call:
FA Turnkey Asset Management Programs
(FA TAMPs)

Tiburon is pleased to announce that the next Tiburon Research Call will be on FA Turnkey Asset Management Programs (FA TAMPs). It will be held Thursday, August 3, 2017 at 10:00am PT. All employees from Tiburon CEO Summit sponsors and Tiburon members, as well as media representatives who cover Tiburon Written Research, are invited to join this call with Tiburon Managing Partner Chip Roame. This is one of over 40 Tiburon Research Calls set for this year. To see the full Tiburon Research Calls schedule, please click here.

If you are an employee at a Tiburon CEO Summit sponsor or Tiburon member and would like to listen to this call, 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 become a Tiburon client to obtain access to Tiburon Research Calls, please email Sarah Sage.


Prior Tiburon Research Call:
International (Non-United States) Markets

Tiburon CEO Summit sponsor and Tiburon member employees that missed this week's International (Non-United States) Markets Tiburon Research Call led by Tiburon Managing Partner Chip Roame can access the recording on the Tiburon web site by clicking the link below and loging in with one's username & password.

If you are an employee at a Tiburon CEO Summit sponsor or Tiburon member and need your username & password to access this Tiburon Research Call, 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 become a Tiburon client to obtain access to Tiburon Research Calls, please email Sarah Sage.


Tiburon CEO Summit XXXIII:
Over 40 CEO-Level Speakers,
October 9-11, 2017

Tiburon CEO Summit XXXIII (October 9-11, 2017 in San Francisco, CA) attendees will enjoy over 40 CEO-level speakers discussing the industry's hottest topics. Along with Tiburon's Managing Partner Chip Roame, Tiburon CEO Summit XXXIII will include speakers Joe Mansueto (Executive Chairman, Morningstar), Cooper Abbott (President, Carillon Tower Advisors), Blaine Aikin (Executive Chairman, fi360), Mark Beeston (Founding Partner, Illuminate Financial Management), Vivina Berla (Co-Managing Partner, Sarona Asset Management), Justin Brownhill (Managing Partner, SenaHill Partners), Buck Buckley (CEO, Actua Corporation), Dave Butler (Co-CEO, Dimensional Fund Advisors), Eric Cantor (Vice Chairman, Moelis & Company), Colin Close (President, InvestCloud), Peter deSilva (President, Scottrade), Bob Guillocheau (CEO, Ascensus), Tim Freundlich (President, ImpactAssets), Tif Joyce (President, Joyce Financial Management), Kunal Kapoor (CEO, Morningstar), Vincenzo LaRuffa (Partner, Aquiline Capital Partners), Tobin McDaniel (President, Schwab Wealth Investment Advisory), Ed O'Brien (CEO, eMoney Advisor), Alex Rampell (Partner, Andreessen Horowitz), Dave Ryan (President, California, Upton Financial Group), Schwark Satyavolu (Partner, Trinity Ventures), Drew Sievers (CEO, Trizic), Babu Sivadasan (President, Envestnet Retirement Solutions), Bill Van Law (President, Investment Advisors Division, Raymond James Financial), Ken Weise (CEO, Sonoma County Wealth Advisors), & Kim Wright-Violich (Managing Partner, Tideline).

If you are a C-level executive, executive vice president, or partner 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, executive vice president, or partner at a firm that is not yet a Tiburon CEO Summit sponsor or Tiburon member and interested in becoming a Tiburon client to attend the Tiburon CEO Summit, please email Sarah Sage.


Tiburon Impact Adventure 2.0:
Mexico, January 27-28, 2018

Tiburon Managing Partner Chip Roame and Tiburon clients Scott Hanson (Co-CEO, Hanson McClain) & Craig Wietz (President, First Rate) will lead Tiburon Impact Adventure 2.0 to build houses in San Antonio Del Mar, Mexico on January 27-28, 2018. The group will partner with an organization that has been building homes for the homeless in Mexico for over twenty years. For more information, please email Craig Wietz (President, First Rate), who believes that in two days, you can make a lifetime impact for a family.

Tiburon Impact Adventure 1.0 was led by Tiburon Managing Partner Chip Roame and Tiburon clients Ben Cukier (Managing Partner, Centana Growth Partners), Scott Hanson (Co-CEO, Hanson McClain), & Aaron Klein (CEO, Riskalyze) in Ethiopia on January 15-18, 2017. 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 raised over $100,000 for the construction of a fifth through eighth grade classroom building in the village of Adami Tulu, and the group hopes to complete fundraising & start construction in 2018. To learn about the results of Tiburon Impact Adventure 1.0, please email Aaron Klein (CEO, Riskalyze).

Tiburon Impact Adventures are intended to connect first world finance with developing world needs. If you are interested in the Tiburon Impact Adventures generally, would like to propose a future Tiburon Impact Adventure, and/or in wish to inquire about taking part in future Tiburon Impact Adventures, please email Scott Hanson (Co-CEO, Hanson McClain).


Skip & Chip's Excellent Adventure 7.0:
Alaska, August 5-9, 2018

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 on August 5-9, 2018 to Anchorage, Alaska. On August 5th the group will mountain bike the Lost Lake Train in Seward, Alaska. On August 7th the group will hike the Crow Pass trail for a total of 23 miles in the Chugach National Forest. On August 9th the group will kayak & hike in Seward, Alaska. For more information, please email Skip Schweiss (President, TD Ameritrade Trust Company).

Skip & Chip's Execellent Adventure 6.0 was co-led by Tiburon Managing Partner Chip Roame and Tiburon client Skip Schweiss (President, TD Ameritrade Trust Company) on July 9-13, 2017 in Kauai. While on the Skip & Chip's Excellent Adventure, the group hiked the Kalalau Trail in-and-out for a total of 22 miles & kayaked the seventeen miles along the Napali Coast. To view the Skip & Chip's Excellent Adventure 6.0 photo gallery, please click here. To learn about the results of Skip & Chip's Excellent Adventure 6.0, please email Alex Potts (CEO, Loring Ward Group).

 Skip & Chip's Excellent Adventure 7.0 will be the seventh in the series of adventures, in which participants have reached the tops of Mount Whitney & Mount Shasta, traversed the Grand Canyon, summited Half Dome in Yosemite, and completed both the Kalalau Trail in Kauai & the Four Pass Loop outside of Aspen, CO. The annual outing combines a challenging outdoor adventure with a fun weekend together. If you are interested in the Skip & Chip's Excellent Adventures generally, would like to propose a future Excellent Adventure, and/or to inquire about taking part in a future Excellent Adventure, please email Skip Schweiss (President, TD Ameritrade Trust Company).


Tiburon Written Research:

English Speaking Countries Markets:
The United Kingdom & Ireland, Canada, Australia & New Zealand,
and South Africa

Tiburon Strategic Advisors is pleased to highlight its research on English Speaking Countries Markets. The purpose of this research is to provide readers with a comprehensive understanding of the future of the retail banking, insurance, brokerage, & investment management industries in the other English Speaking Countries Markets, including the United Kingdom & Ireland, Canada, Australia & New Zealand, and South Africa, which often provide the initial entry point for the international strategies of many United States financial services firms. In short, this research defines the future of financial services in these markets and compares these findings to those of the United States in order to provide readers with some perspective. Many of the English Speaking Countries Markets have trends parallel to those in the United States, but also many have fundamental market differences. This research is part of Tiburon's international research series.

This research addresses the historical phases of the English Speaking Countries Markets, including the early phase; middle Phase; & modern Phase.

This research defines distinct markets segments, including United Kingdom & Ireland; Canada; Australia & New Zealand; & South Africa. And this research makes several predictions for the English Speaking Countries Markets, including continued domination of retail banks; emergence of online financial services & independent financial advisor channels; & increased foreign entry strategies from United States financial services firms.

If you are an employee at a Tiburon CEO Summit sponsor or Tiburon member and need your username & password to access 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 become a Tiburon client to obtain access to Tiburon Written Research, please email Sarah Sage.


Tiburon Written Research:

Laser App Software:
A Forms Automation Company Utilized by Independent Financial Advisors

Tiburon Strategic Advisors is pleased to highlight its research on Laser App Software. Laser App Software was founded by Ed Beggs in 1995. The firm is based in Ontario, CA and has 35 employees, 70 strategic alliances, 340 broker/dealer clients, 450 product carrier clients, 33,120 forms, 100,000 users, & 12.0 million forms downloaded. Laser App Software is led by its CEO Ed Beggs & President Michael Cymbrowksy, and is privately owned.

Laser App Software's comprehensive Power Point deck below includes a synopsis of its history, including its key phases: early phase; product enhancements phase; maturization phase.

Its profile includes the key statistics of the firm, including its number of employees, strategic alliances, broker/dealer clients, product carrier clients, forms, financial advisor clients, users, forms downloaded, revenues, & net profits. Its profile includes detailed outlines of its core services, including: enterprise (desktop); anywhere (web based platform); life; connect; & custom forms. 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 access 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 become a Tiburon client 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 weekly or 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, 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 become a Tiburon client to obtain access to Tiburon Research Calls, please 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 access Tiburon's Written Research, 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 become a Tiburon client to obtain access to Tiburon Written Research, please please email Sarah Sage.


Tiburon CEO Summit Sponsorship

Due to the incredible demand from a large number of its executive-level clients to attend the Tiburon CEO Summits, Tiburon now holds the Tiburon CEO Summits at the Ritz Carlton Hotels in New York, NY & San Francisco, CA. Dozens of Tiburon clients, including Advent Software, AdvisorEngine, Advisor Software, Allianz, Aquiline Holdings, AssetMark, Axa Advisors, BrightScope, Brinker Capital, Centana Growth Partners, Charles Schwab, Discovery Data, DST Market Services, Envestnet, Fi360, Fidelity Investments, First Rate, FTJ FundChoice, FTV Capital, Genstar Capital, InvestCloud, Lovell Minnick Partners, MyVest Corporation, Orion Advisor Services, PIEtech, RBC Correspondent Services, Riskalyze, Scottrade, TA Associates, Trust Company of America, Valmark Financial Group, Vertical Management Systems, & Vestmark are offering financial support for Tiburon CEO Summit XXXIII. Tiburon is grateful for this assistance. If you are interested in becoming a Tiburon CEO Summit sponsor, please email Sarah Sage