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Next Tiburon Research Call:  Alternative Investments: The Broad Set of Investments Beyond Public Securities - May 9, 2019

Tiburon is pleased to announce that the next Tiburon Research Call will be on Alternative Investments: The Broad Set of Investments Beyond Public Securities. It will be held May 9, 2019 at 10:00am PT/1:00pm ET. 

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.

Alternative Investments: The Broad Set of Investments Beyond Public Securities


Prior Tiburon Research: Managed Account Programs: Rapid Growth & the Re-Emergence of Centralized Programs

Tiburon is pleased to provide Tiburon CEO Summit sponsor and Tiburon member employees that missed the previous Tiburon Research Call on Managed Account Programs: Rapid Growth & the Re-Emergence of Centralized Programs 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.

Managed Account Programs: Rapid Growth & the Re-Emergence of Centralized Programs


Tiburon CEO Summit XXXVII:  Meeting Agenda

Tiburon Strategic Advisors and its Managing Partner Chip Roame are pleased to share the developing meeting agenda for the upcoming Tiburon CEO Summit XXXVII, which will be held on October 7-9, 2019, at the Ritz Carlton Hotel in San Francisco. Tiburon CEO Summits provide a unique opportunity for leaders from throughout the financial services industry to gather to collaborate & candidly discuss the future of the industry. Attendees will enjoy over 40 speakers discussing the industry's most important strategic issues.

Tiburon CEO Summit XXXVII: Meeting Agenda

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 XXXVII, please see the Tiburon CEO Summit webpage or register via the button below.

                                       


Tiburon Impact Adventure 4.0: Mexico, January 27-28, 2020

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 4.0 to build a home for a family in need in San Antonio Del Mar, Mexico on January 27-28, 2020. For more information, please email Craig Wietz (President, First Rate).

Tiburon Impact Adventure 4.0 will be the fourth in a series Tiburon Impact Adventures which are intended to connect first world finance with developing world needs. Tiburon Impact Adventures 2.0 and 3.0 were co-led by Tiburon Managing Partner Chip Roame and Tiburon clients Scott Hanson (Co-CEO, Hanson McClain) & Craig Wietz (President, First Rate). On each occasion, twenty or so group members built and fully furnished a home for a family in need in San Antonio Del Mar, Mexico. Tiburon Impact Adventure 2.0 took place on January 27-28, 2018, Tiburon Impact Adventure 3.0 took place on January 15-16, 2019. 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 4.0


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:  Managed Account Programs: Rapid Growth & the Re-Emergence of Centralized Programs

Tiburon is pleased to highlight its research on Managed Account Programs: Rapid Growth & the Re-Emergence of Centralized ProgramsThe purpose of this research is to provide readers with a comprehensive understanding of managed account programs, including separately managed account (SMA) programs, mutual fund wrap account programs, exchange traded fund (ETF) wrap account programs, & unified managed account (UMA) programs, as well as rep as portfolio manager and rep as advisor programs. No individual trend across the financial advisor channels is as profound as the shift away from commission brokerage towards these six types of managed account programs. This comprehensive research includes a detailed history, statistics on the leading programs, details of each program type, highlights of each distribution channel, and predictions for the future. This research is part of Tiburon's broader coverage of financial products & services. Another Tiburon research topic more narrowly addresses financial advisor turnkey asset management programs (FA TAMPs).
 

This research outlines the key historical phases of Managed Account Programs, including:

  • Emergence Phase
  • Explosive Growth Phase
  • Financial Advisor Programs Dominance Phase
  • Centralized Programs Re-Emergence Phase

This research addresses core managed account program types, including:

  • Separately Managed Account (SMA) Programs
  • Mutual Fund Wrap Account Programs
  • Exchange Traded Fund (ETF) Wrap Account Programs
  • Unified Managed Account (UMA) Programs
  • Rep as Portfolio Manager Programs
  • Rep as Advisor Programs

This research defines key markets & distribution channels for managed account programs, including:

  • Wirehouses & Regional Brokerage Firms
  • Independent Advisors
  • Retail Banks
  • Other Financial Advisor Channels
  • And this research makes several future predictions for managed account programs, including:
  • Substantial Growth for Managed Account Programs
  • Emergence of Rep as Portfolio Manager & Rep as Advisor Program Benchmarking
  • Re-Emergence of Centralized Programs
  • Potential New Pricing Models
  • International 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.

Managed Account Programs: Rapid Growth & the Re-Emergence of Centralized Programs


Tiburon Written Research:  BlackRock:
The World's Largest Asset Investment Management Firm

Tiburon is pleased to highlight its research on BlackRock. BlackRock 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. BlackRock 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.
 

BlackRock's comprehensive Enable images in your email program to see this graphic.Power Point deck below includes a synopsis of its history, including its key phases:

  • Early Phase
  • Merrill Lynch Investment Managers Merger PhaseEnable images in your email program to see this graphic.
  • 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, & net profits.

Its profile includes detailed outlines of its core businesses:

  • Mutual Funds
  • Hedge Funds
  • Barclarys Global Investors
  • FutureAdvisor

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

BlackRock


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 Conference Speeches:

Tiburon has given hundreds of speeches to both financial industry executives and financial advisors. Common audiences for Tiburon speeches include board meetings, executive offsites, employee meetings, financial advisor annual conferences, top producers trips, regional forums, & due diligence trips; and national and regional trade group meetings. Tiburon has been widely quoted and can offer detailed insights to conference attendees. The firm's most popular speech topics evolve with market trends and Tiburon's research agenda. 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 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 Think Advisor in an article titled What an Advisor Group-Centerbridge Deal Means for IBDs. With recent private equity deals being struck at high prices, one industry watcher says that there could be some storm clouds ahead. Article quotes Tiburon saying that the independent broker/dealer market remains popular with private equity firms, and Advisor Group is one of the larger properties.

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