August 17, 2018

 

Next Tiburon Research Call: Consumer Wealth & Baby Boomers: August 30, 2018 10:00AM (PST) / 1:00PM (EST)

Tiburon is pleased to announce that the next Tiburon Research Call will be on Consumer Wealth & Baby Boomers. It will be held August 30, 2018 at 10:00am PT / 1:00pm ET. 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.

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 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.

Consumer Wealth & Baby Boomers


Prior Tiburon Research CallElections, Legislation, & Regulations: August 16, 2018

Tiburon is pleased to provide Tiburon CEO Summit sponsor and Tiburon member employees that missed the previous Tiburon Research Call on Elections, Legislation, & Regulations with access to the recording on the Tiburon web site by clicking the link below and logging in with one's username and password.

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

Elections, Legislation, & Regulations


Tiburon CEO Summit XXXV: Speakers List

Tiburon CEO Summit XXXV will be held October 8-10, 2018, at the Ritz Carlton Hotel in San Francisco, CA. Tiburon CEO Summit XXXV will officially start at 7:45am on Tuesday, October 9, 2018, include a group dinner that night, and finish at 2:00pm on Wednesday, October 10, 2018. Senior industry executives will take two days out of their busy schedules to participate.

Enable images in your email program to see this graphic.Enable images in your email program to see this graphic.Along with Tiburon's Managing Partner Chip Roame, Tiburon CEO Summit XXXV will include speakers Mike Alfred (CEO, Digital Assets Data); Ryan Alfred (Managing Partner, Distributed Global); David Benskin (CEO, Wealth Access); Dale Brown (CEO, Financial Services Institute (FSI)); Bruce Cameron (Co-CEO, Berkshire Capital Securities); Dean Cook (CEO, FTJ FundChoice); Joe Deitch (Chairman, Commonwealth Financial Network); Tony DiMatteo (Co-Founder, Lottery.Com); Tash Elwyn (CEO, Raymond James & Associates); Craig Gordon (Chief of Strategic Development, RBC Correspondent & Advisor Services); Barnaby Grist (Executive Chairman, RIA in a Box); Jason Grumet (CEO, Bipartisian Policy Center); Brian Hamburger (CEO, MarketCounsel); Scott Hanson (Co-CEO, Hanson McClain Group); Jim Hays (President, Wealth Brokerage Services, Wells Fargo Corporation); Bob Herrmann (CEO, Discovery Data); Steve Janachowski (CEO, Brouwer & Janachowski); Ellen Kinlin (CEO, The Kinlin Company); Aaron Klein (CEO, Riskalyze); David Knoch (President, 1st Global Capital Corporation); Tim Kochis (Former CEO, Aspiriant); Jack Kokko (CEO, Alpha Sense); Steve Lockshin (CEO, Advice Period); Stephanie Luedke (Global Head, Citi Investment Management); Neal Maglaque (President, Business Development, Advice & Wealth Management, Ameriprise Financial); Pat McClain (Co-CEO, Hanson McClain Group); Jerry Miller (CEO, Guggenheim Investments); Kathryn Morrison (CEO, Sun Star Strategic); Rob Nail (CEO, Singularity University); Vinay Nair (Chairman, 55 Institutional Partners); Liz Nesvold (Managing Partner, Silver Lane Advisors); Nathana O’Brien (Partner, Crypto Lotus); Will Quist (Partner, Slow Ventures); Kevin Rafferty (CEO, Financeware); Larry Raffone (CEO, Financial Engines); Sarah Raskin (Former Deputy Secretary, Treasury Department, United States of America); John Rome (Co-Founder, Intensity Analytics Corporation); Brendan Ryan (Co-Business Head, Technology & Services Investment Banking, Raymond James Financial); Tony Salewski (Managing Director, Genstar Capital); Ken Schapiro (CEO, BackEnd Benchmarking); Skip Schweiss (President, TD Ameritrade Trust Company); Dan Seivert (CEO, Echelon Partners); Jay Shah (CEO, Personal Capital Corporation); Tim Shannon (President, CAIS Group); Raghav Sharma (CEO, GuideVine); Meir Statman (Professor, Finance, Leavey School of Business, Santa Clara University); Jeff Stein (Managing Director, Warburg Pincus); Allen Thorpe (Managing Director, Hellman & Friedman); Hardeep Walia (CEO, Motif Investing); Steve Watkins (CEO, Entrex); Cathy Weatherford (CEO, Insured Retirement Institute (IRI)); Craig Wietz (President, First Rate); and others.

Tiburon CEO Summit XXXV will feature over twenty sessions, including the firm's traditional client-centric panel discussions and two networking-based social events. 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.

Tiburon CEO Summit XXXV Speakers List


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 8.0: New Hampshire's Presidential Range July 13-15, 2019

Skip & Chip's Excellent Adventure 8.0 will take place July 13-15, 2019 in New Hampshire’s Presidential Range and be co-led by Tiburon Managing Partner Chip Roame and Tiburon client Skip Schweiss (President, TD Ameritrade Trust Company). 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 7.0 took place recently on August 5-9, 2018 in South Central Alaska. The group, co-led by Skip & Chip, hiked the Crow Pass Trail, mountain biked in Alyeska, and kayaked in Seward, Alaska. More pictures coming soon!

Skip & Chip's Excellent Adventure 8.0 will be the eighth 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 the Kalalau Trail in Kauai, the Crow Pass Trail in Alaska, and 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 8.0 (New Hampshire)


Tiburon Written Research: Elections, Legislation, & Acquisitions

Tiburon is pleased to highlight its research on Elections, Legislation, & Regulations. The purpose of this research is to provide readers with a comprehensive understanding of the upcoming elections and current legislative & regulatory agenda that will affect the financial services industry, including various products & services, various markets and distribution channels, and specific financial services firms.

This research includes a history of past elections, legislation, & regulations actions, including these phases:

  • Enable images in your email program to see this graphic.Enable images in your email program to see this graphic.Bank Regulation Phase
  • Securities & Investments Acts Phase
  • Glass Steagall Restructuring Phase
  • Dodd Frank Wall Street Reform & Consumer Financial Protection Act Phase

This research highlights the key financial services industry regulatory bodies, and then outlines the key financial services laws::

  • Securites Act of 1933
  • Securites Exchange Act of 1934
  • Investment Advisors Act of 1940
  • Bank Holding Company Act of 1956
  • Employee Retirment & Income Security Act (ERISA) of 1974
  • Sarbanes Oxley Act of 2002
  • Patriot Act of 2008
  • Dodd Frank Wall Street Reform & Consumer Protection Act of 2010
  • Patient Protection & Affordable Care Act of 2010

This research addresses the recent elections, including:

  • President
  • Congress

And the research concludes on several future predictions, for elections, legislation, & regulations, including:

  • Tightening United States of America Federal Government
  • Financial Advisor Legislative & Regulatory issues: The Fiduciary Standard & Other Issues
  • Dodd Frank to be Implemented
  • Government Sponsored Enterprises to be Restructured
  • Investment Management Issues to be Reopened
  • Defined Contribution Plan Reform to be Reopened
  • International Financial Regulations to Stagnate
  • Republicans to Expand Congressional Majority in 2018 & Retain Presidency in 2020.

Elections, Legislation, & Regulations


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

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. Its web sites can be found at www.hansonmcclain.com, www.moneymatters.com, www.hmrn.com, www.retirement411.com, and www.pathwaysa.com.

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

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

Hanson McClain Group


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 and 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

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

If you would like information about becoming a Tiburon CEO Summit Sponsor, ssage@tiburonadvisors.com or 415-789-2540.

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 an InvestmentNews article titled Focus Financial Raises Goal for IPO to $600 Million. The company's revised goal from $100 million could be a sign that RIA valuations are rising. Article quotes Tiburon saying that the $2.5 billion valuation is impressive, as is the 3.8x revenues and 17.2x EBITDA.

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