September 15, 2017

Tiburon Research Call:
The Future of Wealth Management:
September 28, 2017

Tiburon is pleased to announce that the next Tiburon Research Call will be on The Future of Wealth Management. It will be held Thursday, September 28, 2017 at 10:00am PT. All employees from Tiburon CEO Summit sponsors and Tiburon members, as well as media representatives who cover Tiburon 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 calendar, 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:
Consumer Wealth & Baby Boomers:
September 14, 2017

Tiburon is pleased to provide Tiburon CEO Summit sponsor and Tiburon member employees that missed this week's Tiburon Research Call on Consumer Wealth & Baby Boomers with access to 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:
Nearly 200 C-Level Executive Attendees Confirmed, October 9-11, 2017

Tiburon is pleased to announce that nearly 200 financial services industry CEOs & other C-level executives have already confirmed their attendance for the upcoming Tiburon CEO Summit XXXIII (October 9-11, 2017, at the Ritz Carlton Hotel in San Francisco). 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 CEO, other 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 CEO, other 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 Tiburon CEO Summit XXXIII, 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, which believes that in two days, you can make a lifetime impact for a family. For more information, please email Craig Wietz (President, First Rate).

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:
South Central 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 South Central Alaska. On the surrounding days, the group will kayak & mountain bike in Alyeska, the Lost Lake Trail, & 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 Skip & Chip's Excellent Adventure 6.0, 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 read Skip Schweiss's article reviewing Skip & Chip's Excellent Adventure 6.0 at RIA Biz, 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 would like to inquire about taking part in a future Excellent Adventure, please email Skip Schweiss (President, TD Ameritrade Trust Company).


Tiburon Written Research:

Consumers & Consumer Households:
300+ Million Americans Living in
125+ Million Households

Tiburon is pleased to highlight its research on Consumers & Consumer Households. The purpose of this research is to provide readers with a comprehensive understanding of consumers and consumer households. There are over 300 million people living in over 125 million United States households. This research is a component in Tiburon's research coverage of consumer wealth.

This research starts with the historical account of the evolution of the number of consumers & consumer households, including these three phases: emergence phase; rapid growth phase; & maturation phase.

This research outlines the numbers of consumers & consumer households, including consumers & consumer households.

The research concludes with several predictions for the number of consumers & consumer households, including growth in number of consumers; growth in number of consumer households; & continuing immigrant impacts.

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:

Loring Ward Group: An Asset-Class Oriented TAMP Leveraging Dimensional Fund Advisors

Tiburon is pleased to highlight its research on Loring Ward Group. Loring Ward Group was founded as RWB Advisory Services by Carl Reinhardt, Alan Werba, & John Bowen in 1990 and is based in San Jose, CA. Loring Ward Group has two offices, 112 employees and is led by its Chairman Alan Werba, CEO Alex Potts, & Chief Operating Officer Howard Lee.

Loring Ward Group's comprehensive Power Point deck below includes a synopsis of its history, including its key phases: Reinhardt Werba Bowen phase; RWB Advisory Services phase; Assante phase; Loring Ward Group International phase; & Loring Ward Group phase.

Its profile includes the key statistics of the firm, including its number of employees, revenues, pre-marketing expenses profits, EBITDA, pre-tax & other expenses profits, pre-tax profits, net profits, & cash flows.

Its profile includes detailed outlines of its core businesses, including: LWI Financial (RIA) (structured investing advantage & strategic investing portfolio services (TAMP); strategic portfolio services (strategist); sub-advisory services; Loring Ward Total Retirement; & SA Funds Investment Trust); Loring Ward Securities (broker/dealer); & The Wealth Management Alliance. 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 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

Tiburon is pleased to provide all employees at Tiburon CEO Summit sponsors & Tiburon members with access to Tiburon Research Calls led weekly or bi-weekly by Tiburon Managing Partner Chip Roame. To listen to recent Tiburon Research 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 become a Tiburon client to obtain access to Tiburon Research Calls, please email Sarah Sage.


Recently Posted Tiburon Written Research

Tiburon is pleased to provide all employees at Tiburon CEO Summit sponsors & Tiburon members with access to Tiburon's Written Research library of 1,900+ topics and profiles. To access Tiburon 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 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 CEO Summit Sponsorship

Tiburon holds the Tiburon CEO Summits at the Ritz Carlton Hotels in New York, NY & San Francisco, CA due to the incredible demand from a large number of its executive-level clients to attend the Tiburon CEO Summits. Dozens of Tiburon clients, including Advent Software, AdvisorEngine, Advisor Software, Allianz, Apex Clearing Corporation, Aquiline Holdings, AssetMark, Axa Advisors, BrightScope, Brinker Capital, Centana Growth Partners, Charles Schwab, Discovery Data, Docupace Technologies, 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.


Tiburon Media Coverage

Tiburon was quoted recently in Think Advisor's article titled Tom Bradley’s Sad, But Unsurprising, Exit from TD Ameritrade. The article said industry watchers explain why the popular institutional and retail chief saw his role eliminated after a $4 billion merger with Scottrade. The article quotes Tiburon saying that Tom Bradley may have been the most consistent advocate for RIAs for more than a decade.

Tiburon executives have been quoted quite extensively throughout the industry and general media. A list and brief synopsis of those articles that the Tiburon staff has been able to locate (Tiburon accepts that there are probably hundreds of other quotes circulating) can be found at the link below. These short summaries are intended to help prospective Tiburon clients, conference planners, and media representatives understand Tiburon's views on a wide variety of issues throughout the financial services industry. If you are a media representative interested in covering Tiburon, please email Sarah Sage.