May 3, 2018

 

Next Tiburon Research Call:

Alternative Investments: May 10, 2018

Tiburon is pleased to announce that the next Tiburon Research Call will be on Alternative Investments. It will be held Thursday, May 10, 2018 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 Sarah Sage 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:

Managed Account Programs: May 3, 2018

Tiburon is pleased to provide Tiburon CEO Summit sponsor and Tiburon member employees that missed this week's Tiburon Research Call on Managed Account Programs with access to the recording on the Tiburon web site by clicking the link below and logging 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 Sarah Sage. 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 XXXV
Public Announcement: October 8-10, 2018

Tiburon Strategic Advisors and its Managing Partner Chip Roame are pleased to announce Tiburon CEO Summit XXXV, which will be held on October 8-10, 2018 at the Ritz Carlton Hotel in San Francisco, CA. The event is expected to fill quickly, so we encourage early registration.

Tiburon CEO Summit XXXV will include Tiburon Managing Partner Chip Roame’s two keynote presentations, over 40 CEO-level speakers, & more than 250 C-level executive attendees.

Tiburon CEO Summit XXXV will include over 40 CEO-level speakers. Recently announced speakers include:

  • Dale Brown (President & CEO, Financial Services Institute)
  • Tony DiMatteo (Co-Founder, Lottery.Com)
  • Scott Hanson (Co-CEO, Hanson McClain)
  • Bob Herrmann (President & CEO, Discovery Data)
  • Ellen Kinlin (CEO, The Kinlin Company)
  • Aaron Klein (CEO, Riskalyze)
  • Stephanie Luedke (CEO, Citi Investment Management)
  • Alex Potts (CEO, Loring Ward Group)
  • Nicole Quinn (Partner, Lightspeed Venture Partners)
  • Larry Raffone (CEO, Financial Engines)
  • John Rome (Co-Founder, Intensity Analytics Corporation)
  • Ken Schapiro (CEO, Condor Capital Management)
  • Skip Schweiss (President, TD Ameritrade Trust Company)
  • Dan Seivert (CEO, Echelon Partners)
  • Jay Shah (CEO, Personal Capital Corporation)
  • Tim Shannon (President, CAIS Group)
  • Steve Watkins (CEO, Entrex)
  • Craig Wietz (President, First Rate)

Tiburon's CEO Summits provide a unique opportunity for a select cross-industry group of senior executives to discuss a broad swath of issues regarding the future of the banking, insurance, brokerage, & investment management businesses. Tiburon's CEO Summits likely provide one of the only true forums where financial services industry CEOs from across traditional industry silos gather to discuss business opportunities. The list of business relationships resulting from prior Tiburon CEO Summits is impressive.

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 XXXV, 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 XXXV, please email Sarah Sage.

 

Skip & Chip's Excellent Adventure 7.0:
South Central Alaska, August 4-8, 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 4-8, 2018 to South Central Alaska. The group will hike the Crow Pass Trail, mountain bike in Alyeska, & kayak 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 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 Impact Adventure 3.0:

Mexico, January 15-16, 2019

Tiburon Managing Partner Chip Roame and Tiburon clients Scott Hanson (Co-CEO, Hanson McClain) & Craig Wietz (President, First Rate) will co-lead Tiburon Impact Adventure 3.0 to build a home for a family in need in San Antonio Del Mar, Mexico on January 15-16, 2019. For more information, please email Craig Wietz (President, First Rate).

Tiburon Impact Adventure 3.0 will be the third in a series Tiburon Impact Adventures which are intended to connect first world finance with developing world needs. Tiburon Impact Adventure 2.0 was co-led by Tiburon Managing Partner Chip Roame and Tiburon clients Scott Hanson (Co-CEO, Hanson McClain) & Craig Wietz (President, First Rate). Twenty or so group members built and fully furnished a home for a family in need in San Antonio Del Mar, Mexico on January 27-28, 2018. Tiburon Impact Adventure 1.0 had been 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. That group raised over $100,000 for the construction of a fifth through eighth grade classroom building in the village of Adami Tulu.

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 wish to inquire about taking part in future Tiburon Impact Adventures, please email Scott Hanson (Co-CEO, Hanson McClain).

Tiburon Impact Adventure 3.0 (Mexico)

 

 


Tiburon Written Research:

Managed Account Programs: Rapid Growth
& the Re-Emergence of Centralized Programs

Tiburon is pleased to highlight its research on Managed Account Programs.The purpose of this research is to provide readers with a comprehensive understanding of managed account programs, including separately managed account (SMA) programs, mutual fund wrap account programs, exchange traded fund (ETF) wrap account programs, & unified managed account (UMA) programs, as well as rep as portfolio manager and rep as advisor programs. No individual trend across the financial advisor channels is as profound as the shift away from commission brokerage towards these six types of managed account programs. This comprehensive research includes a detailed history, statistics on the leading programs, details of each program type, highlights of each distribution channel, and predictions for the future. This research is part of Tiburon's broader coverage of financial products & services. Another Tiburon research topic more narrowly addresses financial advisor turnkey asset management programs (FA TAMPs).

This research outlines key historical phases, including: slow growth phase; explosive growth phase; financial advisor programs dominance phase; & centralized programs re-emergence phase.

This research addresses core managed account program types, including separately managed account (SMA) programs; mutual fund wrap account programs; exchange traded fund (ETF) wrap account programs; unified managed account (UMA) programs; rep as portfolio manager programs & rep as advisor programs.

This research defines key markets & distribution channels for managed account programs, including wirehouses & regional brokerage firms; independent advisors; retail banks; & other financial advisor channels.

And this research makes several predictions for managed account programs, including substantial growth for managed account programs; emergence of rep as portfolio manager & rep as advisor program benchmarking; re-emergence of centralized programs; potentially new pricing models; & international opportunities

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 Sarah Sage. 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:

Hanson McClain Group: A Sacramento, CA Financial Advisory Firm with Strengths in Marketing & Operational Processes

Tiburon is pleased to highlight its research on Hanson McClain Group. Hanson McClain Group was founded as Hanson McClain by Scott Hanson & Pat McClain in 1993 and is based in Sacramento, CA. The firm has 50 employees. Hanson McClain Group is led by its Co-CEOs Scott Hanson & Pat McClain and President Steve Burnett.

Hanson McClain Group's comprehensive Power Point deck below includes a synopsis of its history, including its key phases: Hanson McClain Advisors phase; Hanson McClain Retirement Network expansion phase; & business institutionalization phase. Its profile includes the key statistics of the firm, including its number of employees, revenues, expenses, & net profits.

Its profile includes detailed outlines of its core businesses: Hanson McClain Advisors; Hanson McClain Retirement Network; & Pathway Strategic Advisors. 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 Sarah Sage. 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 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 Sarah Sage. 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 Sarah Sage. 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 AdvisorEngine, Advisor Software, Allianz, Apex Clearing Corporation, Aquiline Holdings, AssetMark, Brinker Capital, Centana Growth Partners, CFRA Research, Charles Schwab, Discovery Data, Docupace Technologies, DST Market Services, Envestnet, Fi360, Fidelity Investments, First Rate, FTV Capital, Genstar Capital, InvestCloud, Lovell Minnick Partners, MyVest Corporation, Orion Advisor Services, RBC Correspondent Services, Riskalyze, TA Associates, TD Ameritrade, Trust Company of America, Valmark Financial Group, Vertical Management Systems, & Vestmark offerred financial support for Tiburon CEO Summit XXXIV. Tiburon is grateful for this assistance. If you are interested in becoming a Tiburon CEO Summit sponsor, please email Sarah Sage.

 

 
 
 

 
 

Tiburon Job Opportunities

Tiburon Strategic Advisor's has two excting new job opportunities for experienced employees as well as a number of entry-level roles. Tiburon is specifically looking to fill an Operations, Production and Service Manager role and a Marketing, Events and New Business role, as well as a number of analyst and assistant roles.

Tiburon Operations, Production & Service Manager Role
This role will manage a number of research, product and sales analysts across three core activities:

  • Operations & Administration, including payroll, benefits, office technology, vendor management, and related activities working with the managing partner. 
  • Research & Production, including hiring, training, managing research & production analysts, managing the firm’s library of 1,900 topics, and managing the firm's source material library.
  • Service & Sales, including managing the company’s inbound & outbound service & sales efforts. 

Tiburon Marketing, Events & New Business Manager Role
This role will manage several marketing analysts across three core activities:

  • Marketing, including managing the firm’s weekly research releases, web site updates & redevelopment, social media efforts, as well as media relations, its awards strategy, and advertising. 
  • Events, including expanding and monetizing Tiburon's Research Calls and its semi-annual Tiburon CEO Summits.
  • New Businesses, including launching numerous new business ideas outlined by the firm's managing partner. 

Compensation
Both managerial positions will be competitively remunerated with benefits including heath care insurance, personal time off (PTO), birthday & work anniversary holidays, paid charitable opportunities, team lunches, parking, and similar benefits.

For more information on both roles please see Tiburon's Careers section on our website.

Other Tiburon Job Openings
Tiburon continuously hires for entry level Research and Production Analysts and Service, Sales and Marketing analysts, as well as entry level part time Admin Assistants. Analyst roles projected to pay $25-$35 per hour plus overtime, while entry-level assistants pay is between $13-$15 per hour. For more information please see Tiburon's 
Careers section on our website.

Contacting Tiburon
Interested parties should send a resume with a short cover letter addressing position of interest as well as how their skills would meet Tiburon’s needs to Careers@TiburonAdvisors.Com.

 
 

 
 

Tiburon Media Coverage

Tiburon was quoted recently in Barron's  article  titled Bank of the West Takes Root In The East.  The article discusses how Bank of the West Wealth Management opened an office in Manhattan last week aiming to grow its United States business by attracting expatriate individuals and families living on the East Coast. Article quotes Tiburon saying that wealth management is a rapidly growing business and believes they will be successful.

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.