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August 9, 2019 ISSUE:
   
2. Prior Tiburon Research Call: Financial Services Industry Investment Opportunities: Venture Capital, Public Offerings, Public Stocks, & Private Equity Trends

3. Tiburon CEO Summit XXXVII October 7-9, 2019:  Keynote Speaker: Chip Roame

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

5. Skip & Chip's Excellent Adventure 9.0:  Cactus to Clouds Hike, Palm Springs, CA, July 12-14, 2020

6. Tiburon Written Research: Financial Services Industry Investment Opportunities: Venture Capital, Public Offerings, Public Stocks, & Private Equity Trends

7. Tiburon Written Research:  Edelman Financial Engines

8. Recent Tiburon Research Calls

9. Recently Posted Tiburon Written Research

10. Tiburon Conference Speeches

11. Tiburon Careers

12. Tiburon Media Coverage

 

UPCOMING EVENTS

Tiburon CEO Summit XXXVII: October 7-9, 2019


TIBURON RESEARCH CALL

August 15, 2019 at 10:00am PT / 1:00pm ET

Financial Advisor Legislative & Regulatory Issues: The Best Interests Standard & Other Issues Important to Financial Advisors


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Next Tiburon Research Call: Financial Advisor Legislative & Regulatory Issues: The Best Interests Standard & Other Issues Important to Financial Advisors

Tiburon is pleased to announce that the next Tiburon Research Call will be on Financial Advisor Legislative & Regulatory Issues: The Best Interests Standard & Other Issues Important to Financial Advisors. It will be held August 15, 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.
 

Prior Tiburon Research Call: Financial Services Industry Investment Opportunities: Venture Capital, Public Offerings, Public Stocks, & Private Equity Trends

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: Venture Capital, Public Offerings, Public Stocks, & Private Equity Trends 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 member to obtain access to Tiburon Research Calls, please email Sarah Sage.
 
Financial Services Industry Investment Opportunities: Venture Capital, Public Offerings, Public Stocks, & Private Equity Trends
 
TIBURON CEO SUMMIT XXXVII: Keynote Speaker: Chip Roame

Tiburon CEO Summit XXXVII, to be held October 7-9, 2019 at The Ritz Carlton Hotel in San Francisco, CA, will feature the highly anticipated keynote presentation by Tiburon Managing Partner Chip Roame regarding the state of the financial services industry and strategic activity within.
 
To view Mr. Roame's most recent keynote presentation from Tiburon CEO Summit XXXVI, please click on the video link on the right.

Mr. Roame has responsibility at Tiburon for all of the firm's research and advising activities which keeps him on the leading-edge of strategic initiatives in the industry's fastest growing businesses - exchange traded funds (ETFs), hedge funds & other alternative investments, financial planning, socially responsible investing, robo advisors, break-away brokers, and the growing fee-based financial advisor (RIA) market. He has also taken a substantial interest in financial services industry venture capital & private equity opportunities and mergers & acquisitions transactions. At Tiburon, Mr. Roame has led over 2,000 client engagements for over 450 corporate clients since 1998.
 
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 COMMUNITY

TIBURON IMPACT ADVENTURE 4.0
Mexico, January 27-28, 2020

Co-led by Tiburon Managing Partner Chip Roame and Tiburon members Scott Hanson (Co-CEO, Allworth Financial) & Craig Wietz (President, First Rate), Tiburon Impact Adventure 4.0 will will be the fourth in a series of Tiburon Impact Adventures which are intended to connect first world finance with developing world needs. 

The group will build a home for a family in need in San Antonio Del Mar, Mexico on January 27-28, 2020.

Tiburon Impact Adventures 2.0 and 3.0 saw twenty or so group members build and fully furnish a home for a family in need in San Antonio Del Mar, Mexico. Tiburon Impact Adventure 1.0 had been led by Tiburon Managing Partner Chip Roame and Tiburon members 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.

For more information and to join this great cause, please email Craig Wietz (President, First Rate).
SKIP & CHIP'S EXCELLENT ADVENTURE 9.0
Palm Springs, CA, July 12-14, 2020


Skip & Chip's Excellent Adventure 9.0 will take place July 12-14, 2020 in Palm Springs, CA, featuring the 21 mile, 10,800 vertical feet Cactus-to-Clouds Hike of Mount San Jacinto and be co-led by Tiburon Managing Partner Chip Roame and Tiburon member Skip Schweiss (President, TD Ameritrade Trust Company). 

Skip & Chip's Excellent Adventure 8.0 took place recently on July 13-15, 2019. The group, co-led by Skip & Chip, hiked the New Hampshire Presidential Range. More pictures available on the Tiburon web site

The annual outing, which combines a challenging outdoor adventure with a fun weekend together, has seen participants reach the tops of Mount Whitney & Mount Shasta, traverse the Grand Canyon, summit Half Dome in Yosemite, and complete the Kalalau Trail in Kauai, the Crow Pass Trail in Alaska, the Four Pass Loop outside of Aspen, CO, and the Presidential Range in New Hampshire.

If you would like to inquire about taking part in a future Excellent Adventure, please email Skip Schweiss (President, TD Ameritrade Trust Company).
 
Tiburon Written Research: Financial Services Industry Investment Opportunities: Venture Capital, Public Offerings, Public Stocks, & Private Equity Trends

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.
Click to see full presentation
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 & acquisitions. 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
Tiburon Written Research: Edelman Financial Engines: Servicing Retirement Plans & Building a Leading Fee-Based Financial Advisory Firm with a Growing National Presence

Tiburon is pleased to highlight its research on Edelman Financial Engines. Edelman Financial Engines was founded by ric & Jean Edelman in 1987 and is based in Boston, MA. The firm has 1,008 employees, $239 million revenues, $156.4 milion expenses, $44.9 pre-tax earnings, $55.8 million adjusted EBITDA, and $30 million net profits. Edelman Financial Engines is led by its Chairman Allen Thorpe & CEO Larry Raffone. Its web sites can be found at www.financialengines.com, www.edelmanfinancial.com, & www.ricedelman.com.
Click to see full presentation
Edelman Financial Engine's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
  • Independent Phase
  • Sanders Morris Harris Group Phase
  • Lee Equity Partners Phase
  • Initial Public Offering Phase
  • Hellman & Friedman Phase
Its profile includes the key statistics of the firm, including its number of offices, employees, clients, accounts, new accounts, lost accounts, net new accounts, assets under management & administration, assets under management, assets under administration, new client inflows, existing client inflows, inflows, outflows, cancellation, net flows, market appreciation, net new assets under management & administration, revenues, advisory revenues, interest & dividends, other revenues, cost of goods sold, gross profits, variable expenses, commissions & planner payouts, clearing & other variable expenses, variable expenses as share of revenues, gross profits, gross margin, SG&A expenses, compensation, bonus earnout, communications & data processing, advertisting fees, occupancy fees (excluding depreciation), professional fees, legal fees & other settlements, other general & administrative costs, expenses, other operating expenses, selling, general, & administrative expenses, research & development expenses, depreciation & amortization expenses, operating income, adjusted EBITDA, EBITDA margin, interest, depreciation, amortization, intangible impairment, pre-tax income, taxes, and net profits (continuing operations), interest expenses, interest & investment income, other non-operating income (expenses), pre-tax earnings, income tax expenses, net profits, adjusted net profits, & net profits attributed to common shareholders.

Its profile includes detailed outlines of its core businesses, including:
  • Workplace Business (Financial Engines)
    • Retail Business (Edelman Financial Engines)
      • Retail Business
      • Financial Planning
      • Investment Management (EMAP)
      • Broker/Dealer (Edelman Financial Legacy Securities)
    • lnsurance (HWG Insurance Agency)
    • Edelman Financial Network (TAMP)
    • Retirement Plans
    • Edelman Online
    • Institutional
And its profile concludes with the highlights of its organizational structure & ownership. 
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:
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 2,400+ 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 member to obtain access to Tiburon Written Research, please email Sarah Sage.
 
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 Careers

Tiburon is growing rapidly and actively recruiting for Marketing Assistant roles and Publishing Assistant Roles, in addition to Part-Time Student roles.

Tiburon Strategic Advisors is structured as a highly efficient lifestyle business, maintaining a highly professional culture serving primarily CEO-level members, with very high service standards, a 100% expected member retention rate, and substantial sales and revenues goals, all balanced with a focus on work/life balance.

Please see the Careers page on the Tiburon web site for more detailed job descriptions. If you are interested in applying for one of these roles, please email a cover letter and resume to Sarah Sage.
 
Tiburon Media Coverage

Tiburon was featured recently in RIABiz in an article titled Skip Schweiss & Chip Roam Reward RIA Super-Hikers with Soft Beds, Sharp Rocks, & Junk Food to Slog New Hampshire's Presidential Traverse. The Excellent Adventure crew of Tiburon CEO Summit origins glamped it and roughed it on a hike famously dangerous despite low elevation peaks. Article summarizes Skip & Chip Excellent Adventure 8.0.

Tiburon executives have been quoted quite extensively throughout the industry and general media. A list and brief synopsis of those articles that the Tiburon staff has been able to locate (Tiburon accepts that there are probably hundreds of other quotes circulating) can be found at the link below. These short summaries are intended to help prospective Tiburon members, 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.
 
Copyright © 2019 Tiburon Strategic Advisors, All rights reserved.


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