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August 31, 2018

  

Next Tiburon Research Call: The Future of Advisory Business: September 13, 2018 10:00am PT / 1:00pm ET

Tiburon is pleased to announce that the next Tiburon Research Call will be on The Future of the Advisory Business. It will be held September 13, 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.

The Future of the Advisory Business


Prior Tiburon Research CallConsumer Wealth and Baby Boomers: August 30, 2018

Tiburon is pleased to provide Tiburon CEO Summit sponsor and Tiburon member employees that missed the previous Tiburon Research Call on Consumer Wealth: The Unequal 2011-2017 Economic Recovery & the Perceived Baby Boomer Retirement Crisis with access to the recording on the Tiburon web site by clicking the link below and logging in with one's username and password.

Consumer Wealth GraphicConsumer Wealth 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.

Consumer Wealth: The Unequal 2011-2017 Economic Recovery & the Perceived Baby Boomer Retirement Crisis


Tiburon CEO Summit XXXV: Attendee List

Tiburon Strategic Advisors and its Managing Partner Chip Roame are pleased to publicly announce Tiburon CEO Summit XXXV, which will be held on October 8-10, 2018 at the Ritz Carlton Hotel in San Francisco, CA.

 

Alaska Trip Photo.https://sarkaphotography.shootproof.com/gallery/6491500/Tiburon targets CEO attendees and sends invitations to its semi-annual Tiburon CEO Summits exclusively to CEOs, other C-level executives, executive vice presidents, and partners at its 450+ corporate clients. Tiburon invites the top 0.7% of its corporate clients' executives. Tiburon verifies titles through company web sites & executive LinkedIn postings. Other managing directors, senior vice presidents, functional heads, & all others are not invited in order to keep the discussion focused on CEO-level issues. View the current Attendee List of Tiburon clients who have already confirmed their attendance for Tiburon CEO Summit XXXV.

 

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 Attendee 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).  

Tiburon Impact Photo.http://tiburonadvisors.com/Tiburon_Impact_Adventures_Mexico.pdfTiburon 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.https://photos.google.com/share/AF1QipP8cpuSzYzLM2j0xALP6GJIF5VgRwAWyP_jqM21CQfHioAvcaq17RCGzBQgmPZNMw?key=cFRNOFU0ZUFsV0pYUGg4UkJvNjJENjJRamY4ZjZ3Skip & 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: Consumer Wealth and Baby Boomers

Tiburon is pleased to highlight its research on Consumer Wealth: The Unequal 2011-2017 Economic Recovery & the Perceived Baby Boomer Retirement Crisis. The purpose of this research is to provide readers with a comprehensive understanding of the vast amount of consumer wealth, consumers' financial concerns & savings goals, the perceived baby boomer retirement crisis, the impacts of the 2008-2011 declines in both the stock markets and home equity, and the current status of the unequal 2011-2017 recovery. This research is part of Tiburon's coverage of key driving factors.

This research starts with the historical account of the evolution of consumer wealth, including these phases:

  • Emergence Phase
  • Rapid Growth Phase
  • Re-Set Phase
This research outlines the numbers of consumers & consumer households, summarizes their financial concerns & savings goals, and analyzes the case made for Baby Boomers' continuing retirement crisis, including:
  • Concentration of Consumer Wealth
  • Decline in Pension Plans & Retiree Benefits
  • Social Security & Medicare Challenges
  • Depressed Savings Rate
  • Lack of Significant World War II Generation Wealth Transfer
  • Longer Life Expectancies
  • Increased Health Care Costs
This research highlights consumer wealth facts & figures based on the key data from the Federal Reserve's flow-of-funds report, including:
  • Investable Assets
  • Financial Assets
  • Assets
  • Liabilities
  • Net Worth
The research concludes with several future predictions for consumer wealth, including:
  • Growth in the Number of Consumers & Consumer Households
  • Consistent Financial Concerns & Savings Goals
  • Increased Consumer Savings Rate
  • Growth in Consumer Wealth
  • Delayed Retirements
  • Focus on Retirement Income & Retirement Paychecks
  • Focus on Longevity Planning
  • Baby Boomers Liquidations

Consumer Wealth: The Unequal 2011-2017 Economic Recovery & the Perceived Baby Boomer Retirement Crisis


Tiburon Written Research: Envestnet: A Leading Wealth Management Technology & Investment Management 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, and www.yodleemoneycenter.com.

Enable images in your email program to see this graphic.Envestnet Research Graphic.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
  • Business Expansion Phase

Its profile includes the key statistics of the firm, including its number of offices, employees, gross revenues, adjusted revenues, adjusted operating income margin, non-operating income, EBITDA, adjusted EBITDA, & adjusted net profit margin.

Its profile includes detailed outlines of its core businesses, including:

  • Envestnet Enterprise
    • Advisor Suite
    • Envestnet PMC
    • Licensing
  • Envestnet Yodlee

And its profile concludes with the highlights of its organizational structure & ownership.

Envestnet


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 Conference Speeches

Tiburon partners and principals have given hundreds of speeches to both financial industry executives and financial advisors. To schedule a conference speech, please email Sarah Sage.

http://www.tiburonadvisors.com/conference_speeches.htmlCommon audiences for Tiburon partners & principals include:

  • Board meetings
  • Executive offsites
  • Employee meetings
  • Financial advisor annual conferences, top producers trips, regional forums, & due diligence trips
  • National & regional trade group meetings

Tiburon's most popular speaker is its Managing Partner Chip Roame, who is dedicated to sharing the firm's research and who gives about seventy-five speeches per year, possibly making him the most frequent conference speaker in the industry. Tiburon's other partners & principals can also deliver speeches leveraging Tiburon research materials. Many are willing to speak at smaller conferences, on panel discussions, and on more detailed topics. Tiburon partners & principals have all been widely quoted and can offer detailed insights to conference attendees.

Tiburon conference speeches are continuously updated and share insights from the firm's ongoing research efforts (Tiburon has no canned speeches). Any topic would provide timely research-based conclusions and Tiburon is also willing to merge and custom-design topics to fit specific needs. If you would like to schedule a conference speech, please email Sarah Sage.

Tiburon Conference Speeches


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 featured recently in an RIA Biz article titled Chip's & Skip's Excellent Adventure Breaks RIA Stereotypes, Sheds Risk Adversion for Gut Busting Alaska Hike; Black Bears, Grizzlies, & Moose; Oh My! This year the Excellent Adventure crew assembled in Girdwood, Alaska for a trek up the Crow Pass Trail, which meanders through a rain forest inhabited by black bears, grizzly, and moose. Article summarizes Skip & Chip Excellent Adventure 7.0.

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