May 31, 2018

 

Next Tiburon Research Call:

Online Brokerage & Advice; The Rapid Rise of Robo or Digital Advisors (& Related Firms): June 7, 2018

Tiburon is pleased to announce that the next Tiburon Research Call will be on Online Brokerage & Advice. It will be held Thursday, May 31, 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:

Wine Industry Overview: May 31, 2018

Tiburon is pleased to provide Tiburon CEO Summit sponsor and Tiburon member employees that missed this week's Tiburon Research Call on Wine Industry Overview 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:

  • Chip Roame (Managing Partner, Tiburon  Strategic Advisors)
  • Dale Brown (CEO, Financial Services Institute (FSI))
  • Bruce Cameron (Co-CEO, Berkshire Capital Securities)
  • Dean Cook (CEO, FTJ FundChoice)
  • Gayle Crowell (Managing Director, Warburg Pincus)
  • Joe Deitch (Chairman, Commonwealth Financial Network)
  • Tony DiMatteo (Co-Founder, Lottery.Com)
  • Tash Elwyn (President, Private Client Group, Raymond James & Associates)
  • Brian Hamburger (CEO, Market Counsel)
  • Scott Hanson (Co-CEO, Hanson McClain Group)
  • Jim Hays (President, Wealth Brokerage Services Wells Fargo Corporation)
  • Bob Herrmann (CEO, Discovery Data)
  • Ellen Kinlin (CEO, The Kinlin Company)
  • Aaron Klein (CEO, Riskalyze)
  • David Knoch (President, 1st Global Capital Corporation)
  • Stephanie Luedke (CEO, Citi Investment Management)
  • Neal Maglaque (President, Business Development, Advice Wealth Management, Ameriprise Financial)
  • Kathryn Morrison (CEO, Sun Star Strategic)
  • Alex Potts (CEO, Loring Ward Group)
  • Nicole Quinn (Partner, Lightspeed Venture Partners)
  • Will Quist (Partner, Slow Ventures)
  • Larry Raffone (CEO, Financial Engines)
  • John Rome (Co-Founder, Intensity Analytics Corporation)
  • Ken Schapiro (CEO, BackEnd Consulting)
  • Skip Schweiss (President, TD Ameritrade Trust Company)
  • Dan Seivert (CEO, Echelon Partners)
  • Jay Shah (CEO, Personal Capital Corporation)
  • Tim Shannon (President, CAIS Group)
  • Jeff Stein (Managing Director, Warburg Pincus)
  • 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 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. 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:

Online Brokerage & Advice; The Rapid Rise of Robo or Digital Advisors (& Related Firms) 

Tiburon is pleased to highlight its research on Online Brokerage & Advice. The purpose of this research is to provide readers with an initial understanding of online brokerage & advice. Stay tuned for a more detailed summary of this research. This research addresses the historical phases of online brokerage & advice, including: Early Phase, Middle Phase and Recent Phase.

This research defines two markets segments, including: Discount & Online Brokerage and Online Advice. And this research makes the following future predictions for online brokerage & advice, including: Rapid Growth for Online & Advice Brokerage Firms and 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:
Envestnet: A Leading Wealth Management Technology & Investment Platform

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, $579.4 million adjusted revenues, $99.4 million adjusted EBITDA, & $43.6 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. Its web sites can be found at www.envestnet.com, www.investpmc.com, www.primacapital.com, www.tamaracinc.com, www.yodlee.com, & www.yodleemoneycenter.com.

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 and Business Expansion Phase.

Its profile includes detailed outlines of its core businesses, including: Envestnet Enterprise (Advisor Suite, Envestnet PMC & Licensing) and 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 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 XXXV. 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 has immediate openings for Marketing & Administration Coordinator and three Production & Administration Assistants.

Marketing & Administration Coordinator:

Tiburon is currently looking for an experienced Marketing & Administration Coordinator. The ideal candidate will be a dedicated and responsive team player who can support current marketing and administrative needs. This role can be part- or full-time, with morning hours being critical. A job share could also possibly work. Office is located in downtown Tiburon, CA.

Responsibilities:

  • Answer telephones, greet guests, check voicemails, and respond to clients’ needs 
  • Present professional business demeanor over the telephone and in person
  • Collect and distribute mail, manage inventory & order supplies, and manage office vendors
  • Post job openings, assist new employees with employee paperwork, train new employees on office technology, and collect payroll timesheets & contractor invoices
  • Assist in managing the firm’s contacts database in Salesforce
  • Participate in inbound and outbound service & sales efforts (including preparing managing partner for calls)
  • Assist in managing the firm’s substantial online presence through its weekly research releases, web site updates, & social media efforts.
  • Assist with other marketing projects as necessary, including numerous steps related to semi-annual Tiburon CEO Summits
  • Support managing partner with scanning & other general administration tasks

Requirements

  • Two or more years of marketing & administration work experience
  • Experience with Microsoft Office applications, especially PowerPoint 
  • Exceptional organizing and time-management skills; ability to manage oneself in a fast-paced working environment and meet multiple deadlines with limited supervision
  • Ability to learn quickly and solve problems
  • Experience in professional services firm (e.g., management consulting firm, private equity firm) and experience with Salesforce is a plus

Compensation

  • Salary commensurate with qualifications and experience ($25-$40 per hour)
  • Please email resume to Sarah Sage.

Production & Administration Assistants:

Tiburon is currently looking for three production assistants. Core responsibilities are to deliver three PowerPoint assignments per day. PowerPoint completion includes making noted additions & enhancements, completing research & printing assignments, publishing all document parts to the Tiburon web site, confirming that all parts’ links work, delivering a complete printed package to the managing partner, and sending the executive summary to the managing partner. More experienced members of the team should be able to complete three or more PowerPoint assignments per day and also add more value in research.

Responsibilities:

  • Create, edit and format PowerPoint presentations daily
  • Support with scanning, managing partner assistance, and other general administration tasks

Requirements

  • Two or more years of administrative or relevant work experience with market research firms 
  • Intermediate skills and experience with MS Office applications required
  • Ability to learn quickly and using systems and tools/technology
  • Organized and able to multi-task while juggling deadlines in a fast-paced working environment
  • An excellent writer / speller / proofreader with exceptional attention to detail
  • Very good communication abilities
  • Exceptional organizing and time-management skills
  • Must be able to work in our Tiburon office

Compensation

  • Salary commensurate with qualifications and experience ($25-$40 per hour)
  • Please email resume to Sarah Sage.

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 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.

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.