Tiburon Research

Tiburon Research

Tiburon research represents the firm's underyling research (coverage of over 1,900 topics with over 500,000 unique PowerPoint charts) which it has historically conducted on its own budget to support in its conference speeches, market seminars, strategy consulting, mergers & acquisitions advisory, investing, and board roles. Since the early 2000s, Tiburon has made this underlying research available to Tiburon members through subscriptions to its Tiburon Research Access Program. Tiburon's goal is to help educate its clients in a low-cost way on a wide variety of topics in the banking, insurance, brokerage, & investment management markets. Tiburon's research covers product areas, distribution channels, tactical issues, & strategic issues. Tiburon also publishes profiles of financial services firms.

Each Tiburon research topic or company profile provides access to a useful set of key findings (think factoids), a summary podcast describing research findings, live access to both summary and reference versions of Tiburon's underlying PowerPoint slides (useful for internal presentations), & access to Tiburon's underlying excel data sheets (useful for data analysis).

Tiburon's research strategy is to ultimately write and continuously refine research offerings covering every substantial financial services industry market segment and prominent firm so that the research can then serve as a comprehensive library of financial services data, analysis, & opinions for Tiburon clients. Tiburon attempts to publish research on at least twenty additional topics and/or companies each week. Many are simply updates but all lead the firm closer to its goal of comprehensive financial services industry research.

Tiburon PowerPoint slides all follow an easy-to-digest format while providing detailed facts, analysis, & future predictions. Tiburon attempts to position its research as reference documents, and not as short-term newsworthy editorials. Tiburon aims (over time) to make all of its research comprehensive.

The majority of Tiburon's research is designed for executives at financial institutions; some research is more narrowly designed specifically for financial advisors. Tiburon's financial institutions topical series contains macro-industry topics such as the mutual funds industry, the hedge funds industry, the full-service brokerage firms industry, and the fee-based financial advisors industry. Tiburon's financial institutions profiles series includes relatively thorough profiles of leading-edge financial services firms such as Bank of America Corporation, FMR (Fidelity Investments), & The Charles Schwab Corporation. Tiburon's financial advisors topical series includes more tactical topics such as Fee-Based Financial Advisor (RIA) Benchmarking and Financial Advisor Mergers & Acquisitions. And Tiburon's financial advisor profiles series includes profiles of leading financial advisors such as Edelman Financial Services, Fisher Investments, & Hanson McClain Group.

Tiburon Written Research

The executive summaries and tables of contents for all Tiburon research topics are available to review on subsequent web pages at the links below. Tiburon offers unlimited access to all of its research for all of a firm's employees for an entire calendar year for only $25,000. This service has helped hundreds of Tiburon clients to consolidate their research needs & budgets. Tiburon membership and the Tiburon Research Access Program allows Tiburon members to utilize the Tiburon research library web page as their personal industry knowledge library across all of their employees. Tiburon also offers annual subscriptions to individual topics for $5,000.

Tiburon manages its research agenda with a free market perspective. Research topics with frequent subscriptions, high numbers of views, & client requests will be prioritized over those not being as widely utilized. Please share your ideas with anyone at Tiburon.

If you are interested in becoming a Tiburon member or subscribing to any of Tiburon's research, please click here to Subscribe to Tiburon Research online. To receive notification of Tiburon's latest research, please Sign Up to Receive Tiburon Research Releases. And for those clients needing more customization and two-way discussions, please see Tiburon's Market Seminars service and feel free to design a custom market seminar to suit your needs.

Tiburon Research Calls

Tiburon members are also offered complimentary access to Tiburon Research Calls which offer Tiburon research subscribers the unique opportunity to hear the insights of Tiburon Managing Partner Chip Roame on leading edge topics. Tiburon Research Calls have historically been scheduled every other Thursday at 10:00am PT & 1:00pm ET. Due to heavy demand, Tiburon is increasing Tiburon Research Call frequency to weekly over 2017-2018. Please join us. Future calls will be as follow:

First Half 2017
Second Half 2017
First Half 2018
  • 5/4/17: Socially Reponsisble Investing & Impact Investing
  • 5/11/17: College Savings Market
  • 5/18/17: Wine Industry Investments
  • 5/25/17: Discount & Online Brokerage Firms
  • 6/1/17: Online Advice Market (Robo Advisors)
  • 6/8/17: Financial Advisor Channels
  • 6/22/17: Break-Away Brokers
  • 7/6/17: Independent Advisors
  • 7/20/17: International (Non-United States) Markets
  • 8/3/17: FA Turnkey Asset Management Programs (FA TAMPs)
  • 8/17/17: FA Succession Planning & Acquistions
  • 8/31/17: Financial Services Industry Investment Opportunities
  • 9/14/17: Consumer Wealth
  • 9/28/17: The Future of Wealth Management
  • 10/12/17: Tiburon CEO Summit XXXIII Keynote Presentation
  • 10/19/17: Index Investing
  • 10/26/17: Exchange Traded Funds (ETFs)
  • 11/2/17: Hedge Funds
  • 11/9/17: Socially Reponsisble Investing & Impact Investing
  • 11/16/17: College Savings Market
  • 11/23/17: Wine Industry Overview
  • 11/30/17: Discount & Online Brokerage Firms
  • 12/7/17: Online Advice Market (Robo Advisors)
  • 12/14/17: Financial Advisor Channels
  • 12/21/17: Break-Away Brokers
  • 12/28/17: Independent Advisors
  • 1/4/18: TBD
  • 1/18/18: International (Non-United States) Markets
  • 2/1/18: FA Turnkey Asset Management Programs (FA TAMPs)
  • 2/15/18: FA Succession Planning & Acquistions
  • 3/1/18: Financial Services Industry Investment Opportunities
  • 3/15/18: Consumer Wealth
  • 3/29/18: The Future of Wealth Management
  • 4/12/18: Tiburon CEO Summit XXXIII Keynote Presentation
  • 4/19/18: Index Investing
  • 4/26/18: Exchange Traded Funds (ETFs)
  • 5/3/18: Hedge Funds
  • 5/10/18: Socially Reponsisble Investing & Impact Investing
  • 5/17/18: College Savings Market
  • 5/24/18: Wine Industry Overview
  • 5/31/18: Discount & Online Brokerage Firms
  • 6/7/17: Online Advice Market (Robo Advisors)
  • 6/14/18: Financial Advisor Channels
  • 6/21/18: Break-Away Brokers
  • 6/28/18: Independent Advisors

RSVP for Upcoming Tiburon Research Call

Tiburon CEO Summit Invitations

All C level executives, executive vice presidents, partners, & other business heads from firms that sponsor the Tiburon CEO Summits, subscribe to the Tiburon Research Access Program, and/or purchase at least a single day of consulting each year are sent complimentary invitations to Tiburon CEO Summits. Other managing directors, senior vice presidents, functional heads, and all others are not invited in order to keep the discussion focused on CEO-level issues.

Tiburon Research Topics

Tiburon's research currently includes over 1,900 topics. Tiburon intends to soon provide the ability to search through Tiburon research for topics of interest such as break-away brokers, managed accounts, robo advisors, TAMPs, mergers & acquisitions trends, or nearly any other industry phrase. This is intended to make the growing library more useful to all. Tiburon also intends to soon provide a draw down menu and a graphical representation of the interrelatedness of its research. In the interim, a comprehensive list of available topics is included below. Tiburon research is organized into twelve series:

Financial Institutions Topical Series

Tiburon's first research series is its original financial institutions topical series. Over 400 topics are offered in this series. Tiburon's financial institutions topical series' signature summary research topic is The Future of Wealth Management: Defining the Winning Product, Channel, & Tactical Strategies. Both parts of Tiburon's semi-annual Tiburon CEO Summit keynote presentation also serve as signature summary research topics of this series.

The Future of Wealth Management

Tiburon's The Future of Wealth Management research was developed by consolidating the highlights of the summary PowerPoint decks of the underlying research, analyzing cross-industry data, and developing broad industry predictions. An executive summary of this research, along with its table of contents, is provided at the below link...

The Future of Wealth Management: Defining the Winning Product, Channel, & Tactical Strategies

As a result of its writing process, this research will be comprehensive, because it gives equal weight to all topics across products, channels, & tactical strategies. It will focus on the industry broadly, giving all industry topics relatively equal weighting.

Tiburon CEO Summit XXXI Day #1 Keynote Presentation: The Top Ten Wealth Management Industry Trends & Ten Potential Disruptors

Tiburon's semi-annual Tiburon CEO Summit day one keynote presentation serves as a second signature summary research topic in its financial institutions topical series. An executive summary of this research, along with its table of contents, is provided at the below link...

Tiburon CEO Summit XXXII Day #1 Keynote Presentation: The Top Ten Wealth Management Industry Trends & Ten Potential Disruptors

As a result of its primary role as Tiburon's managing partner's semi-annual day one keynote presentation, this research will be broad but will also be the more narrow of the summary topics offered herein. Tiburon's managing partner determines a unique theme to represent semi-annual trends.

Tiburon CEO Summit XXXI Day #2 Keynote Presentation: Wealth Management Industry Strategic Activity

At Tiburon CEO Summit XXXI (April 3-4, 2017) in New York, NY, Tiburon's Managing Partner gave a day two keynote presentation devoted to financial services industry strategic activity (e.g., profitability; valuations; venture capital & minority growth equity investments; public offerings; mergers & acquistions; and activists campaigns). An executive summary of this research along with its table of contents, is provided at the link below...

Tiburon CEO Summit XXXII Day #2 Keynote Presentation: Wealth Management Industry Strategic Activity

As a result of its targeted focus, this research will be most applicable to those specifically focused on financial services industry strategic activity.

Financial Institutions Topical Series Topics

Tiburon's remaining financial institutions series research is grouped into six broad categories in an effort to help Tiburon clients navigate the choices. Key driving factors are topics outside of financial services that drive the industry. Products & services include all investing, lending, & insurance products. Markets & distribution channels include all channels through which financial services flow. Tactical & strategic issues are the issues faced by financial services firm CEOs that often cut across businesses. And strategic advisors are the firms which counsel financial services firm CEOs. Tiburon can present and discuss any of these topics through its market seminars program by engaging a Tiburon partner for a day:

FSI Markets & Distribution Channels Research
FSI Strategic Issues
Research
FSI Strategic Advisors
Research
FSI Products & Services Research
FSI Key Driving Factors Research
FSI Tactical Issues Research

Summary Research

Legislation & Regulatory Agenda Research

Summary Research

Investable Assets Research

Institutional 
Channels Research

Summary Research

Financial Services Industry Target Markets Strategies Research

Financial Services Industry Sales & Marketing Strategies Research

Financial Services Industry Staffing & Compensation Strategies Research

Financial Services Industry Firm Cultures Research

Financial Services Industry Technology & Outsourcing Research

Summary Research

Financial Services Firms Venture Capital Research

Financial Services Firms Public Offerings Research

Financial Services Firms Public Stock Investing Research

Financial Services Firms Private Equity Research

Summary Research

Consulting Industry Research

CPA Firms Research

Law Firms Research

Financial Institutions Profiles Series

Tiburon's second research series is its popular financial institutions profiles series. Over 900 profiles are offered in this series. Tiburon's financial institutions profiles series does not have a signature summary research topic, but rather each financial institution profile stands alone.

The content of this research is moderately similar to that of stock analysts reports but also focused on the firms' histories, organizational structures, & strategies in addition to their financial results and stock prices. Tiburon also profiles both public and private companies. These profiles may vary in depth & timeliness; Tiburon clients will necessarily have more in-depth profiles than non-clients.

Many Tiburon clients periodically subscribe to their own firm profile (and they often find time to send in suggestions) and other Tiburon clients subscribe to profiles of their key clients, vendors, & competitors. No information in these profiles is proprietary to any Tiburon client. Tiburon can present and discuss any of these profiles through its market seminars program by engaging a Tiburon partner or principal for a day.

Financial Institutions Profiles

Financial Advisors Topical Series

Tiburon's third research series is targeted at financial advisors. Over 50 topics are offered in this series. Tiburon's financial advisors topical series' signature summary research topic is The Future of the Advisory Business: A Comprehensive Review of Financial Advisor Winning Tactics & Strategies.

The Future of the Advisory Business: A Comprehensive Review of Financial Advisor Winning Tactics & Strategies

Tiburon's The Future of the Advisory Business: A Comprehensive Review of Financial Advisor Winning Tactics & Strategies research was developed by consolidating the highlights of the summary Power Point decks of the underlying research, analyzing cross-industry data, and developing broad industry predictions. An executive summary of this research, along with its table of contents, is provided at the below link...

The Future of the Advisory Business: A Comprehensive Review of Financial Advisor Winning Tactics & Strategies

As a result of its writing process, this research will be comprehensive, as it gives equal weight to all key tactical and strategic issues.

Tiburon is considering responding to client demand and hosting a semi-annual or annual conference devoted to financial advisors. The firm envisions topic called the Future of Advice.

Financial Advisors Topical Series Topics

Tiburon's remaining financial advisors topical series research is grouped into two broad categories in an effort to help Tiburon clients navigate the choices. Tiburon can present and discuss any of these topics through its market seminars program by engaging a Tiburon partner for a day.


Financial Advisor
Tactical Issues
Research
Financial Advisor
Strategic Issues
Research

Summary Research

Financial Advisor Target Marketing Strategies Research

Financial Advisor Sales & Marketing Strategies Research

Financial Advisor Investment Management
Strategies Research

Financial Advisor Client Service Strategies Research

Financial Advisor Technology & Outsourcing Strategies Research

Financial Advisor Staffing & Compensation Strategies Research

Financial Advisor Firm Cultures
Research

Financial Advisor Industry Networking Opportunities Research

Summary Research

Financial Advisor
Succession Planning & Acquisitions Research

 

Financial Advisors Profiles Series

Tiburon's fourth research series is its popular financial advisors profiles series. Hundreds of profiles are offered in this series with over 100 unbundled now for ease of use. Tiburon's financial advisor profiles series does not have a signature summary research topic, but rather each financial advisor profile stands alone.

The content of this research is moderately similar to that of stock analysts reports but also focused on the firms' histories, organizational structures, & strategies in addition to their financial results and stock prices (if applicable). Tiburon also profiles both public and private companies. These profiles may vary in depth & timeliness; Tiburon clients will necessarily have more in-depth profiles than non-clients.

Many Tiburon clients periodically subscribe to their own firm profile (and they often find time to send in suggestions) and other Tiburon clients subscribe to profiles of their key clients, vendors, & competitors. No information in these profiles is proprietary to any Tiburon client. Tiburon can present and discuss any of these financial advisor profiles through its market seminars program by engaging a Tiburon partner for a day.

Financial Advisors Profiles Series Profiles

Technology & Media Profiles Series

Tiburon's eighth research series is its technology & media profiles series. Fifteen topics are offered in this series. The content of this research is moderately similar to that of stock analysts reports but also focused on the firms' histories, organizational structures, & strategies in addition to their financial results and stock prices (if applicable). Tiburon also profiles both public and private companies. These profiles may vary in depth & timeliness; Tiburon clients will necessarily have more in-depth profiles than non-clients.

Many Tiburon clients periodically subscribe to their own firm profile (and they often find time to send in suggestions) and other Tiburon clients subscribe to profiles of their key clients, vendors, & competitors. No information in these profiles is proprietary to any Tiburon client. Tiburon can present and discuss any of these financial advisor profiles through its market seminars program by engaging a Tiburon partner for a day.

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World Affairs Topical Series

Tiburon's fifth research series is its world affairs topical series. Over 200 topics are offered in this series. Tiburon's world affairs topical series' signature summary research topic is international (non-US) channels. Tiburon's world affairs topical topical series' signature summary research topic is The Future of the Advisory Business: A Comprehensive Review of Financial Advisor Winning Tactics & Strategies.

The Future of the Advisory Business: A Comprehensive Review of Financial Advisor Winning Tactics & Strategies

Tiburon's The Future of the Advisory Business: A Comprehensive Review of Financial Advisor Winning Tactics & Strategies research was developed by consolidating the highlights of the summary Power Point decks of the underlying research, analyzing cross-industry data, and developing broad industry predictions. An executive summary of this research, along with its table of contents, is provided at the below link...

International (Non-United States) Channels

As a result of its writing process, this research will be comprehensive, as it gives equal weight to all key tactical and strategic issues.

World Affairs Profiles Series

Tiburon's sixth research series is its world affairs profiles series. Over 60 topics are offered in this series.

Tiburon's financial advisor profiles series does not have a signature summary research topic, but rather each financial advisor profile stands alone.The content of this research is moderately similar to that of stock analysts reports but also focused on the firms' histories, organizational structures, & strategies in addition to their financial results and stock prices (if applicable). Tiburon also profiles both public and private companies. These profiles may vary in depth & timeliness; Tiburon clients will necessarily have more in-depth profiles than non-clients.

Many Tiburon clients periodically subscribe to their own firm profile (and they often find time to send in suggestions) and other Tiburon clients subscribe to profiles of their key clients, vendors, & competitors. No information in these profiles is proprietary to any Tiburon client. Tiburon can present and discuss any of these financial advisor profiles through its market seminars program by engaging a Tiburon partner for a day.

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Technology & Media Topical Series

Tiburon's seventh research series is its technology & media topical series. No topics are offered in this series. Tiburon's technology & media topical series' signature summary research topic is XXX. Tiburon's technology & media topical series' signature summary research topic is The Future of the Advisory Business: A Comprehensive Review of Financial Advisor Winning Tactics & Strategies.

The Future of the Advisory Business: A Comprehensive Review of Financial Advisor Winning Tactics & Strategies

Tiburon's The Future of the Advisory Business: A Comprehensive Review of Financial Advisor Winning Tactics & Strategies research was developed by consolidating the highlights of the summary Power Point decks of the underlying research, analyzing cross-industry data, and developing broad industry predictions. An executive summary of this research, along with its table of contents, is provided at the below link...

The Future of the Advisory Business: A Comprehensive Review of Financial Advisor Winning Tactics & Strategies

As a result of its writing process, this research will be comprehensive, as it gives equal weight to all key tactical and strategic issues.

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Hospitality Topical Series

Tiburon's ninth research series is its hospitality series. Three topics are offered in this series. Tiburon's hospitality topical series' signature summary research topic is hospitality topical series. Tiburon's financial advisor profiles series does not have a signature summary research topic, but rather each financial advisor profile stands alone.

The content of this research is moderately similar to that of stock analysts reports but also focused on the firms' histories, organizational structures, & strategies in addition to their financial results and stock prices (if applicable). Tiburon also profiles both public and private companies. These profiles may vary in depth & timeliness; Tiburon clients will necessarily have more in-depth profiles than non-clients.

Many Tiburon clients periodically subscribe to their own firm profile (and they often find time to send in suggestions) and other Tiburon clients subscribe to profiles of their key clients, vendors, & competitors. No information in these profiles is proprietary to any Tiburon client. Tiburon can present and discuss any of these financial advisor profiles through its market seminars program by engaging a Tiburon partner for a day.

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Tiburon's hospitality topical research was developed by consolidating the highlights of the summary Power Point decks of the underlying research, analyzing cross-industry data, and developing broad industry predictions. An executive summary of this research, along with its table of contents, is provided at the below link...

Hospitality Profiles Series

Tiburon's tenth research series is its hospitality profiles series. Over 60 topics are offered in this series. Tiburon's hospitality profiles series does not have a signature summary research topic, but rather each hospitality profile stands alone.

The content of this research is moderately similar to that of stock analysts reports but also focused on the firms' histories, organizational structures, & strategies rather than just their financial results and stock prices. Tiburon also profiles both public and private companies. These profiles may vary in depth & timeliness; Tiburon clients will necessarily have more in-depth profiles than non-clients.

Many Tiburon clients periodically subscribe to their own firm profile (and they often find time to send in suggestions) and other Tiburon clients subscribe to profiles of their key clients, vendors, & competitors. No information in these profiles is proprietary to any Tiburon client. Tiburon can present and discuss any of these wine investments profiles through its market seminars program by engaging a Tiburon partner for a day.

Hospitality Profiles Series

Wine Investments Topical Series

Tiburon's eleventh research series is its wine investments topical series. Eight topics are offered in this series. Tiburon's wine investments topical series' signature summary research topic is Wine Industry Overview: History, Varietals, Segments, Predictions, & Investment Opportunities.

Tiburon's Wine Industry Overview: History, Varietals, Segments, Predictions, & Investment Opportunities research was developed by consolidating the highlights of the summary Power Point decks of the underlying research, analyzing cross-industry data, and developing broad industry predictions. An executive summary of this research, along with its table of contents, is provided at the below link...

Wine Industry Overview: History, Varietals, Segments, Predictions, & Investment Opportunities

As a result of its writing process, this research will be comprehensive, because it gives equal weight to all topics across products, channels, & tactical strategies. It will focus on the industry broadly, giving all industry topics relatively equal weighting.

Tiburon's remaining wine investments topical series research is grouped into two broad categories in an effort to help Tiburon clients navigate the choices. Tiburon can present and discuss any of these topics through its market seminars program by engaging a Tiburon partner for a day.

Varietals Research

Regions Research

Wine Investments Profiles Series

Tiburon's twelfth research series is its popular wine investments profiles series. Hundreds of profiles are offered in this series with over 100 unbundled now for ease of use. Tiburon's wine investments profiles series does not have a signature summary research topic, but rather each winery profile stands alone.

The content of this research is moderately similar to that of stock analysts reports but also focused on the firms' histories, organizational structures, & strategies rather than just their financial results and stock prices. Tiburon also profiles both public and private companies. These profiles may vary in depth & timeliness; Tiburon clients will necessarily have more in-depth profiles than non-clients.

Many Tiburon clients periodically subscribe to their own firm profile (and they often find time to send in suggestions) and other Tiburon clients subscribe to profiles of their key clients, vendors, & competitors. No information in these profiles is proprietary to any Tiburon client. Tiburon can present and discuss any of these wine investments profiles through its market seminars program by engaging a Tiburon partner for a day.

Wine Investments Profiles Series Profiles

 

Tiburon Research Process

Tiburon research subscribers should find Tiburon research topics to be unbiased in their content. Tiburon's research series is based upon publicly available information; many research topics will have dozens or even hundreds of sources. Subscribers will see that Tiburon Power Point presentation pages are all individually sourced, most are sourced multiple times. Tiburon believes that all data is accurate, although some data may become dated while still posted.

Tiburon research topics each go through an evolutionary process, with initial shell drafts being posted and subsequent drafts incorporating additional information, with demand driving the frequency of such revisions. Mature Tiburon research topics will be comprehensive in their content. Comprehensive Tiburon research topics will have been developed though more than a half-dozen research steps:

  • Source & review all public financial statements (e.g., 10K reports, 10Q reports, 8K reports, Reg D filings, etc.)
  • Source & review all governmental filings (e.g., FDIC, SEC, FINRA, PCAOB, DoL, state insurance commissioners, etc.)
  • Source & review recent company press releases and industry media coverage
  • Analyze & incorporate proprietary learnings from Tiburon's benchmarking tools
  • Conduct detailed web site reviews and news searches for relevant data to round out views
  • Source & review relevant research & stock analyst reports to test, validate, & refine emerging themes
  • Interview industry participants to confirm or revise conclusions

Tiburon is an independent research firm and does not seek approval from any entity prior to publishing its research. Further, Tiburon generally does not seek comments from companies which it profiles because it has repetitively learned that those comments are often exaggerated and challenge the spirit of unbiased research. Tiburon is pleased to receive subscribers' suggestions on its research and will review such in subsequent rounds of revisions.

Tiburon research is provided for informational purposes only and not as investment advice. Tiburon is not related to most entities which it researches. Tiburon is also not related to, or endorsed by, most of the sources which it utilizes in its research.

Tiburon 2017-2018 Planned Research Efforts

Tiburon's 2017-2018 planned research efforts are as follows:

  • Expand the Family of Research Topics: Tiburon's objective is to address every substantial financial services industry topic and company. The firm hopes to reach its target of 5,000 topics in 2017-2018.
  • Refine the Content within Current Research: Some of Tiburon's research topics are in initial draft form. Other topics are lumpy, with some detailed sections and others not so. Tiburon recognizes this and published these initial drafts for clients who can benefit from such. Tiburon will seek to unify the quality of the content across all of its research topics in 2017-2018.
  • Develop Tiburon Research Search Capabilities: Prospective research buyers will soon have the ability to search through Tiburon research looking for topics of interest such as break-away brokers, managed accounts, robo advisors, TAMPs, mergers & acquisitions trends, or nearly any other industry phrase. This is intended to make the growing library more useful to all.
  • Report on Tiburon Research Library Utilization: Tiburon began providing Tiburon Research Access Program subscribers with unique passwords starting in 2011. This higher level of security allows Tiburon to track and report back on clients' employees' usage.

Tiburon Personal Consultations Policy

Tiburon is unable to address follow-up questions as part of the price of subscribing to Tiburon research. Tiburon necessarily had to create this policy to maintain fairness to its strategy consulting clients as well as the subscribers of incremental research under development. Simply said, because Tiburon offers access to its research at just $25,000, the firm is unable to keep its staff dedicated to individual topics. Hence, at the point in which research subscribers may have questions, the Tiburon team member is likely conducting research on a different topic. Repeatedly pulling Tiburon team members off client assignments and/or current research under development to look back at other research would be both cumbersome and unfair to the clients and/or subscribers of the new research, and Tiburon would necessarily need to increase the cost of its research.

In response to numerous requests to engage in discussion & debate regarding various topics, Tiburon has developed a market seminar service whereby a Tiburon partner or principal knowledgeable about any Tiburon research will present such research, answer questions, and brainstorm the implications of such in a half day visit with a client's executives. The price of a market seminar is $35,000 plus travel expenses. Tiburon will happily net the cost of the underlying research if such is purchased before a market seminar. Hence a market seminar is intended to be the best Tiburon service for clients seeking both written research and the opportunity to address questions to Tiburon executives. Please contact Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540 to schedule a market seminar.

Tiburon Research Refund Policy

Periodically (far less than 1% of the time after thousands of subscriptions), Tiburon research subscribers have sought refunds, which has caused hardship and wasted time for Tiburon, hence the following policy now exists for all Tiburon research subscribers. Tiburon is unable to make any financial refunds for research. Both fulfilling orders and processing refunds take up Tiburon time, and given that the research is written as a low cost accommodation service, Tiburon needs to manage its time well, prioritizing strategy consulting clients. Furthermore, given that research is delivered electronically, returns are impractical. If it helps, Tiburon will attempt to offer access to replacement research (either the next year of the same research or other research topic) as long as invoices are paid promptly under the terms of the original order (net 30 days). That said, please observe three suggestions before subscribing to any Tiburon research:

  • First, be sure to read the executive summaries and table of contents for the research of interest. These are created by Tiburon team members to best represent the research to potential subscribers. Sending specific pages is time consuming and unreasonable but the detailed table of contents shows relatively clearly the topics covered.
  • Second, please ensure that no other executive at your firm has subscribed to the same research; Tiburon is willing to allow the internal sharing of its research by subscribers, but subscribers need to take responsibility to confirm any prior subscriptions within their firms because the growing complexity of financial services firms makes it impractical for Tiburon to track any firm's subsidiaries and their respective subscriptions.
  • Finally, please remember that the totality of the research is the offering. If there is a weak chapter or a missing podcast or excel data sheet, please bring it to the firm's attention to resolve over time, but please do not seek a refund on a research subscription that you have received.