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Next Tiburon Research Call:  Financial Services Industry Mergers & Acquisitions January 24, 2019 10:00am PT/ 1:00pm ET

Tiburon is pleased to announce that the next Tiburon Research Call will be on Financial Services Industry Mergers & AcquisitionsIt will be held January 24, 2019 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.

Financial Services Industry Mergers & Acquisitions


Prior Tiburon Research Call:Financial Services Industry Investment Opportunities

Tiburon is pleased to provide Tiburon CEO Summit sponsor and Tiburon member employees that missed the previous Tiburon Research Call on Financial Services Industry Investment Opportunities. 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.

Financial Services Industry Investment Opportunities


Tiburon CEO Summit XXXVI:   Speakers List 

Tiburon Strategic Advisors and its Managing Partner Chip Roame are pleased to publicly announce Tiburon CEO Summit XXXVI, which will be held on April 1-3, 2019 at The Wagner at the Battery Hotel (FKA The Ritz Carlton Hotel) in New York, NY.

Tiburon CEO Summit XXXVI will include over twenty sessions. Along with Tiburon's Managing Partner Chip Roame, Tiburon CEO Summit XXXVI will include speakers Walt Bettinger (CEO, The Charles Schwab Corporation); Karen Barr (CEO, Investment Adviser Association (IAA)); Dave Barton (Vice Chairman, Mercer Advisors); Tom Bradley (CEO, Tom Bradley Advisors); Ron Carson (CEO, Carson Wealth Management Group); Gayle Crowell (Senior Advisor, Warburg Pincus); Scott Curtis (President, Raymond James Financial Services); Nate Dalton (CEO, Affiliated Managers Group (AMG)); Bruno del Ama (Former CEO, Global X); Jim Dowd (President, North Capital); Kim Fleming (CEO, Hefren-Tillotson); Craig Gordon (Chief Business Development Officer, RBC Correspondent & Advisor Services); Scott Hanson (Co-CEO, Hanson McClain Group); Lori Hardwick (President, Advisor Innovation Labs); Salene Hitchcock-Gear (President, Prudential Individual Life Insurance); Tim Hockey (CEO, TD Ameritrade); Hunter Horsley (CEO, Bitwise Asset Management); Kevin Mahn (President, Hennion & Walsh Asset Management); Bridget McNamara-Fenesy (CEO, M Holdings Securities); Jan Molino (CEO, Aspire Ascend); Jim Nagengast (CEO, Securities America); Sandra Nesbit (Managing Director, Mercer Advisors); Skip Schweiss (President, TD Ameritrade Trust Company); Clara Shih (CEO, Hearsay Social); Ram Subramaniam (President, Fidelity Brokerage Services); Craig Wietz (President, First Rate); Ed Yardeni (President, Yardeni Research); Al Zdenek (CEO, Traust Sollus Wealth Management); & others. Tiburon CEO Summit XXXVI will also feature 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 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 CEO Summit XXXVI:  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) co-led 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. 

Tiburon Impact Adventure 3.0 was the third in a series of 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.

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).

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: Financial Services Industry Investment Opportunities

Tiburon is pleased to highlight its research on Financial Services Industry Investment Opportunities. The purpose of this research is to provide readers with a comprehensive understanding of financial services industry investment opportunities, including venture capital, public offerings, public stocks, & private equity opportunities. The research sizes the market of finanical services industry investment opportunities and defines each of these underlying opportunities. The research addresses these financial services industry investment opportunities in light of overall trends in the financial services market.

This research addresses the historical phases of financial services industry investment opportunities, including:

  • Early Phase
  • Glass Steagall Phase
  • Post Glass Steagall Phase
  • Private Equity Phase

The research summarizes financial services industry investment market growth and defines the specific opportunities.

This research offers critical market background, including:

  • Financial Services Industry Planning & Documents
  • Financial Services Industry Benchmarking (Profitability)
  • Financial Services Industry Investment Returns
  • Financial Services Industry Current Valuations

This research outlines financial services industry investment opportunities, including:

  • Financial Services Industry Venture Capital
  • Financial Services Industry Public Offerings
  • Financial Services Industry Public Stocks
  • Financial Services Industry Private Equity

This research also includes an important chapter on financial services industry mergers & acquistions. Strategic buyers are the competitors to financial services industry private equity.

And this research makes several future predictions for financial services industry investment opportunities, including:

  • Rapidly Expanding Financial Services Industry Investment Opportunities
  • Financial Services Industry Venture Capital & Financial Services Industry Private Equity Opportunities to Outpace Financial Services Industry Public Offerings & Financial Services Industry Public Stocks Opportunities
  • Financial Technology to be Key Investment Opportunity Across Financial Services Industry Investment Opportunities

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.

Financial Services Industry Investment Opportunities


Tiburon Written Research: Envestnet:
A Leading Wealth Management Technology & Investment Management Platform

Tiburon is pleased to highlight its research on Morningstar. Morningstar was founded by Joe Mansueto in 1984 and is based in Chicago, IL. 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, & www.yodleemoneycenter.com.

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 services, including:
  • Envestnet Enterprise
    • Advisor Suite
    • Envestnet PMC
    • Licensing
  • Envestnet Yodlee

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 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.

Envestnet


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 and 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 Market Seminar, please email Sarah Sage.

Tiburon Market Seminars


Tiburon Careers:

Tiburon is growing rapidly and actively recruiting. Please read the below firm description and specific job descriptions.

Tiburon Strategic Advisors:

Tiburon Strategic Advisors (“Tiburon”) was founded in 1998 by a McKinsey & Company alumnae. The firm historically functioned as a boutique strategic consulting firm serving the worldwide financial services and fintech industries. Based on its two decades of substantial success, widely published industry views, and very broad set of industry contacts, Tiburon has evolved into a multi-faceted business, with its core services including its Tiburon Membership and Tiburon CEO Summits Sponsorship (Tiburon Written Research, Tiburon Research Calls, Tiburon CEO Summits) programs, conference speeches and market seminars, due diligence, mergers and acquisitions, and other CEO-level advisory roles, and ongoing board roles. Tiburon also generates substantial revenues from its own proprietary investments in financial services and fintech firms. The firm has published 2,000+ Tiburon Written Research papers, hosts 42 weekly Tiburon Research Calls for its 100+ corporate clients, hosts semi-annual Tiburon CEO Summits in New York, NY and San Francisco, CA for 250+ of its CEO-level clients, and invests in (and serves on boards of) numerous leading financial services and fintech companies worldwide.

Tiburon is also structured as a highly efficient lifestyle business, maintaining a highly professional culture serving primarily CEO-level clients, with very high service standards, a 100% expected client retention rate, and substantial sales and revenues goals, all balanced with a focus on work/life balance. The firm’s managing partner values and closely measures results, with key results measures including the firm's revenues and profits, and its numbers of clients, attendees, listeners, and readers. The most successful candidates will have experience in professional services firm environments (e.g., private equity firms, management consulting firms, etc.), experience working with CEO-level clients and fixed deadlines, and a clear revenue-orientation. At the same time, the firm has recently invested substantially to refurbish its physical office environment at Point Tiburon Plaza near the ferry dock aand water fountain in downtown Tiburon. And the firm is willing to consider unusual (albeit permanent) working models for parents with school age kids and other similar situations including part-time roles, job sharing, etc. Tiburon presents a unique career opportunity for highly-motivated, mature, and talented professionals in the Tiburon, CA area. Tiburon prefers to hire locally when possible.

Tiburon has immediate needs for one or two publishing assistants, one or two marketing assistants, and one administration assistant, and is also adding more part-time student assistants.

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 and 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 Assistant(s):

Tiburon Strategic Advisors is seeking one or two entry-level Marketing Assistants. The ideal candidate(s) will be dedicated and responsive team players who can support current marketing activities. This role can be part- or full-time. 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
  • 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

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 Assistants will start at $25 per hour (approximately $52,000)
  • Successful Marketing Assistants eligible for up to $40 per hour (approximately $83,000)
  • All Marketing 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.

Administration Assistant:

Tiburon Strategic Advisors is seeking one entry-level Administration Assistants. The ideal candidate will be a dedicated and responsive team player who can support current 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 and order supplies, and manage office vendors
  • Post job openings, assist new employees with employee paperwork, train new employees on office technology, and collect payroll time sheets and contractor invoices
  • Assist in managing the firm’s contacts database in Salesforce
  • 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:

  • The new Administration Assistant will start at $25 per hour (approximately $52,000)
  • A successful Administration Assistant eligible for up to $40 per hour (approximately $83,000)
  • The Administration Assistant 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, data analysis, calling, and publishing (PowerPoint)). College and 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 Careers


Tiburon Media Coverage:

Tiburon was featured recently in InvestmentNews in an article titled Boomers Still Loom Large in the Future - But Do Not Count Millennials Out. Boomers will remain the richest age group over the next decade, but it is the millennials who will help determine what is relevant. The article quotes Tiburon data showing that baby boomers have the most wealth and will also have the largest wealth increase over the coming decade.

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