July 13, 2018

 

 

 

Next Tiburon Research Calls:

FA Technology & FA Turnkey Asset Management Programs (FA TAMPs): MONDAY July 16, 2018

Tiburon is pleased to announce that the next Tiburon Research Call will be on FA Technology & FA Turnkey Asset Management Programs (FA TAMPs). It will be held Monday, July 16, 2018 at 10:00am PT. 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.

FA Technology & FA Turnkey Asset Management Programs (FA TAMPs)

FSI Investment Opportunities: THURSDAY July 19, 2018

Tiburon is pleased to announce that the next Tiburon Research Call will be on Financial Services Industry Investment Opportunities. It will be held Thursday, July 19, 2018 at 10:00am PT. 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.

Financial Services Industry Investment Opportunities

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. These are two of 42 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 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: July 5, 2018

Tiburon is pleased to provide Tiburon CEO Summit sponsor and Tiburon member employees that missed the previous Tiburon Research Call on International (Non-United States) Markets 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.

International (Non-United States) Markets


Tiburon CEO Summit XXXV:

Video Interviews

Tiburon is pleased to share video interviews conducted at the Tiburon CEO Summit XXXIV, which was held at the Ritz Carlton in New York on April 9-11, 2018. Tiburon CEO Summit XXXIV included more than 40 CEO-level speakers across more than fifteen sessions.

Enable images in your email program to see this graphic.Enable images in your email program to see this graphic.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.

View Videos from Tiburon CEO Summit XXXIV


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).

Enable images in your email program to see this graphic.Enable images in your email program to see this graphic.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


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).

Enable images in your email program to see this graphic.Enable images in your email program to see this graphic.Skip & Chip's Excellent 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).

Skip & Chip's Excellent Adventure 7.0 (Alaska)


Tiburon Written Research

International (Non-United States) Markets 

Tiburon is pleased to highlight its research on International (Non-United States) MarketsThe purpose of this research is to provide readers with a comprehensive understanding of the international (meaning non-United States) markets including the English Speaking Countries Markets; Europe, Middle East, & Africa; Asia Pacific; Latin America; & the Offshore Markets. This research serves to summarize the findings of these underlying TIburon research topics and to add some cross-region comparisons. Along with the consumer and institutional markets, Tiburon summarizes the international markets as one of the three major markets.

Enable images in your email program to see this graphic.Enable images in your email program to see this graphic.This research addresses distinct market segments, including:

  • English Speaking Countries Markets
  • Europe, Middle East, & Africa Markets
  • Asia Pacific Markets
  • Latin America Markets
  • Offshore Markets

And this research makes several future predictions for the international markets, including:

  • Substantial Growth in the International Markets
  • Largest Opportunities in Asia Pacifc & Latin America
  • Exchange Traded Funds (ETFs) Cirling the Globe
  • Globalization of the Independent Advisor Market
  • Increased Financial Services Investment Opportunities in Brazil & China

International (Non-United States) Markets


Tiburon Written Research

Morningstar: A Leading Independent Investment Research & Financial Advisor Workstation Provider

Morningstar was founded by Joe Mansueto in 1984 and is based in Chicago, IL. Morningstar has operations in 26 countries, 26 offices, 3,495 employees, generates $698 million revenues, earns $123.5 million, and is led by its Executive Chairman Joe Mansueto & CEO Kunal Kapoor. Morningstar is a public company trading on the NASDAQ as MORN. Its web sites can be found at www.morningstar.com, www.morningstaradvisor.com, www.byallaccounts.com, and www.ibbotson.com.

Enable images in your email program to see this graphic.Enable images in your email program to see this graphic.Morningstar's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Print Phase
  • Internet Phase
  • Business Diversification Phase

Its profile includes the key statistics of the firm, including its number of countries, offices, employees, revenues, operating income, net profits from continuing operations, net profits, cash provided by operating activities, capital expenditures, & free cash flow.

Its profile includes detailed outlines of its core business, inlcuding:

  • Individual Investors
  • Financial Advisors
  • Institutional Investors

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.

Morningstar


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.

Recent Tiburon Research Calls


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.

Recently Posted Tiburon Written Research


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. Several long-time Tiburon clients have supported Tiburon in this move.

Tiburon clients AdvisorEngine, Advisor Software, Allianz, Apex Clearing Corporation, Aquiline Holdings, AssetMark, Brinker Capital, Centana Growth Partners, CFRA Research, Charles Schwab, Discovery Data, Docupace Technologies, Envestnet, Fidelity Investments, Financeware, First Rate, Fi360, Fiserv, 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 and Vestmark are providing 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 CEO Summit Sponsorship


Tiburon Job Opportunities:

Production & Administration Assistants:

Tiburon is currently looking for three production and administration 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 Job Opportunities


Tiburon Media Coverage:

Tiburon was quoted recently in Financial Planning in an article titled Is the Head Count Falling at Independent Broker/Dealers? Not Yet. The number of financial advisors dropped by the largest independent broker/dealers has not exceeded the number gained in any of the past five years. Article quotes Tiburon saying that the number of financial advisors will decline from 301,136 in 2017 to 298,776 by 2022.

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.

Tiburon Media Coverage