Having Trouble Reading This Email? View it on the Tiburon Web Site

 
   

  

Next Tiburon Research Call: Managed Account Programs: November 1, 2018 10:00am PT / 1:00pm ET

Tiburon is pleased to announce that the next Tiburon Research Call will be on Managed Account ProgramsIt will be held November 1, 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.

Managed Account Programs


Prior Tiburon Research Call: Exchange Traded Funds (ETFs)

Tiburon is pleased to provide Tiburon CEO Summit sponsor and Tiburon member employees that missed the previous Tiburon Research Call on Exchange Traded Funds (ETFs) with access to the recording on the Tiburon web site by clicking the link below and logging in with one's username and 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.

Exchange Traded Funds (ETFs)


Tiburon CEO Summit XXXVI: Announcement  

Tiburon Strategic Advisors and its Managing Partner Chip Roame are pleased to announce that the Tiburon CEO Summit XXXVI will be held April 1-3, 2019 at the at The Wagner at the Battery Hotel (FKA The Ritz Carlton Hotel) in New York, NY. The event is expected to fill quickly, so we encourage you to register early.

video graphicEnable images in your email program to see this graphic.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, and 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. Tiburon CEO Summit XXXVI will include a keynote presentation from Tiburon Managing Partner Chip Roame, over 40 CEO-level speakers, and more than 250 C-level executive attendees.

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 XXXVI, 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 XXXVI, please email Sarah Sage.


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).  

Mexico graphicMore Tiburon Impact photosTiburon 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).

Alaska graphicMore Adventure photosSkip & 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: Exchange Traded Funds (ETFs)

Tiburon is pleased to highlight its research on Exchange Traded Funds (ETFs). The purpose of this research is to provide readers with a comprehensive understanding of the exchange traded funds (ETFs) market. BlackRock, The Vanguard Group, and State Street Corporation (State Street Global Advisors) dominate the market. Other firms including Invesco PowerShares, WisdomTree Investments, and ProShares are developing alternative products. Still other firms including The Charles Schwab Corporation, Allianz (PIMCO), and FMR (Fidelity Investments) are challenging the leaders, while other firms, including active management leaders American Funds and T. Rowe Price Group, have thus far eschewed the exchange traded funds (ETFs) market. The emerging actively managed exchange traded funds (ETFs) and managed exchange traded funds (ETFs) programs markets are also addressed herewithin. This research is incorporated into both Tiburon's coverage of registered investment companies and that of index investing.

This research starts by summarizing the key drivers behind the rapid growth in exchange traded funds' (ETFs'), including exchange traded funds (ETFs)'s advantages:

  • Incremental Lower Expenses
  • Improved Transparency
  • Additional Tax Efficiency
  • Lack of Cash Drag
  • Liquid & Continuously Priced
  • No Redemption or Short-Term Trading Fees
  • Ability to Place Stop-Loss, Market, and Limit Orders
  • Eligibility for Margin Purchases
  • Advantageous Short Sell Rule
This research addresses the three historical phases of the exchange traded funds (ETFs) market, including:
  • Emergence Phase
  • Rapid Growth Phase
  • Dominance Phase
This research defines two product markets, including:
  • Passively Managed Exchange Traded Funds (ETFs)
  • Actively Managed Exchange Traded Funds (ETFs)
This research addresses the three markets & distribution channels for exchange traded funds (ETFs), including:
  • Direct Channels
  • Financial Advisor Channels
  • Institutional Markets
And this research makes the following future predictions for the exchange traded funds (ETFs) market, including: 
  • Substantial Growth in Exchange Traded Funds (ETFs)
  • Broadening Market Share in Exchange Traded Funds (ETFs) 
  • Rapid Emergence of Managed Exchange Traded Funds (ETFs) Programs
  • Successful Push by Exchange Traded Funds (ETFs) into 401K Plans Market
  • Rapid Emergence of Exchange Traded Funds (ETFs) Outside of the United States

If you are an employee at a Tiburon CEO Summit sponsor or Tiburon member and need your username and 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.

Exchange Traded Funds (ETFs)


Tiburon Written Research:  Black Rock: 
The World's Largest Asset Manager

Tiburon is pleased to highlight its research on Block RockBlack Rock was founded as Black Stone Financial Management by Larry Fink, Ralph Schlosstein, Robert Kapito, & Sue Wagner in 1988 and is based in New York, NY. The company has operations in 27 countries, fifteen offices, 10,200 employees, $3.6 trillion assets under management, generates $8.6 billion revenues, and earns $2.1 billion. Black Rock is a public company trading on the New York Stock Exchange under the ticker BLK and led by its CEO Larry Fink and President Robert Kapito. Its web site can be found at www.blackrock.com.

Black Rock's comprehensive Power Point deck below includes a synopsis of its history, including its key phases: 

  • Early Phase
  • Merrill Lynch Investment Managers Merger Phase
  • Barclays Global Investors Acquisition Phase

Its profile includes the key statistics of the firm, including its number of offices, employees, clients, assets under management, revenues, and net profits.

Its profile includes detailed outlines of its core businesses:

  • Mutual Funds
  • Hedge Funds
  • Barclays Global Investors

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

If you are an employee at a Tiburon CEO Summit sponsor or Tiburon member and need your username and 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.

Block Rock


Recent Tiburon Research Calls:

Tiburon is pleased to provide all employees at Tiburon CEO Summit sponsors and 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 and 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 Market Seminars

Tiburon is able to deliver detailed presentations and/or actively participate in detailed conversations on a wide range of products and markets within the banking, insurance, brokerage, and investment management markets without significant lead time. This ability is based upon both the depth of its existing written industry knowledge (over 1,700 topics and 500,000 PowerPoint charts and graphs) and its broad CEO-level industry contacts. As a result, Tiburon Market Seminars have become ideal for clients which need a quick and yet thorough understanding of industry dynamics and leading players in growing markets. This is also an ideal low-cost method for new Tiburon clients to tap into the firm's years of industry experience and prior research efforts. If you would like to schedule a conference speech, please email Sarah Sage.

Tiburon Market Seminars


Tiburon Job Opportunities:

Publishing Assistant(s):

Tiburon Strategic Advisors is currently seeking one or two entry-level Publishing Assistants. Core responsibilities are to deliver three PowerPoint assignments per day. PowerPoint completion includes making noted edits to PowerPoint documents, revising parts in Microsoft Word and Excel, completing research & printing assignments, recording podcasts, and publishing all document parts to the Tiburon web site. 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. The ideal candidate(s) will be dedicated and responsive team players who can support current publishing needs. This role can be part- or full-time, with morning hours being most important. A job share could also possibly work. Office is located in downtown Tiburon, CA.

Responsibilities:

  • Revise PowerPoint documents
  • Build parts for published reports (e.g., table of contents; key findings; etc)
  • Research focused issues to improve research
  • Record podcast for Tiburon clients
  • Publishing all document parts to the Tiburon web site

Requirements:

  • Experience with Microsoft Office applications, especially PowerPoint (intermediate skills required – work primarily in graphics but following existing approved formats)
  • Research skills
  • Exceptional organizational and time-management skills; ability to manage oneself in a fast-paced working environment and meet multiple deadlines with limited supervision
  • Exceptional attention to detail
  • Proximity to Tiburon office
  • Experience in professional services firm (e.g., management consulting firm, private equity firm) would be a plus

Compensation:

  • New Production Assistants will start at $25 per hour (approximately $52,000)
  • Successful Production Assistants eligible for up to $40 per hour (approximately $83,000)
  • All Production Assistants paid additional amounts for overtime hours
  • Paid time off, 100% individual health care insurance, and other benefits offered starting after 90 days of employment (for full-time employees)

Please email cover letter and resume to Sarah Sage at SSage@TiburonAdvisors.Com.

Marketing & Administration Assistant(s):

Tiburon Strategic Advisors is seeking one or two entry-level Marketing & Administration Assistants. The ideal candidate(s) will be dedicated and responsive team players who can support current marketing and administrative needs. This role can be part- or full-time, with morning hours being most important. 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
  • 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 with other marketing projects as necessary, including numerous steps related to semi-annual Tiburon CEO Summits
  • Support managing partner with other general administration tasks

Requirements:

  • 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:

  • New Marketing & Administration Assistants will start at $20 per hour (approximately $42,000)
  • Successful Marketing & Administration Assistants eligible for up to $40 per hour (approximately $83,000)
  • All Marketing & Administration Assistants paid additional amounts for overtime hours
  • Paid time off, 100% individual health care insurance, and other benefits offered starting after 90 days of employment (for full-time employees)

Please email cover letter and resume to Sarah Sage at SSage@TiburonAdvisors.Com.

Part-Time Student Assistants:

Tiburon is also continuing to seek to add entry-level part-time student assistants for administrative work (e.g., filing, data entry, calling, PowerPoint). College & high school students are welcome to apply. Energy, attention to detail, and yet reasonable expectations will be keys to success. Some previous professional services firm office experience would be helpful. Starting pay is $14 per hour and potentially up to $18 per hour for those who advance to more important tasks and who are most productive.

Please email cover letter and resume to Sarah Sage at SSage@TiburonAdvisors.Com.

Tiburon Job Opportunities


Tiburon Media Coverage:

Tiburon was featured recently in Think Advisor in an article titled Top Six Trends in Wealth Management: Chip Roame. The article summarizes the keynote presentation of Tiburon managing partner at Tiburon CEO Summit XXXV. For one thing, the boomers are not going anywhere anytime soon.

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