Tiburon Strategic Advisors Brings Big Name Speakers, Industry Insights to Tiburon CEO Summit XVIII

NEW YORK, April 29 /PRNewswire/ -- Tiburon Strategic Advisors, a market research & strategy consulting firm serving a wide variety of financial institutions and investment managers, hosts a series of client-only CEO conferences called the Tiburon CEO Summits. Tiburon CEO Summit XVIII was held April 14-15, 2010 at the Ritz Carlton Hotel in Battery Park in New York, NY. Almost 150 senior industry executives took two days out of their busy schedules to participate. Please click here to view the attendee list from Tiburon CEO Summit XVIII.

Tiburon CEO Summit XVII Guest Speakers and General Session Panels

Along with Tiburon's Managing Principal Chip Roame, guest speakers included Ed Bernard (Vice Chairman, T. Rowe Price Group), Abby Cohen (President, Global Markets Institute, Goldman Sachs Group), Steve Forbes (CEO, Forbes Media), Jim McCool (Executive Vice President, The Charles Schwab Corporation), Jonathan Steinberg (CEO, Wisdom Tree Investments), David Tittsworth (Executive Director, Investment Adviser Association) and Fred Tomczyk (CEO, TD Ameritrade). Please click here for presentation highlights from all of these fantastic guest speakers.

Tiburon CEO Summit XVIII also featured three general session panels spread over two days, including the Ask the Stock Analysts panel, the Ask the Reporters panel, and the Ask the Consumers panel, as well as five concurrent break-out sessions that took place at lunch on April 14, 2010.

Tiburon CEO Summit XVII Welcome, Brief Introductions, & Agenda Highlights

Mr. Roame opened the CEO Summit by presenting on the State of the Financial Services Industry. He welcomed Tiburon CEO Summit XVIII attendees, provided a brief introduction of the firm and the vision behind the CEO Summits, and then outlined the agenda for Tiburon CEO Summit XVIII.  

Highlights included:

-- Tiburon Strategic Advisors maintains a focus on corporate-level strategy:

• Serves senior executives only at financial services companies
• Key services: strategy consulting, market research and market seminars
• Publishes comprehensive series of financial services industry research reports
• Hosts semi-annual Tiburon CEO Summits

-- Tiburon CEO Summit XVIII had 12 past and future speakers in attendance

Please click here to read a complete summary of Mr. Roame's introductory remarks.

The Future of Advice: Top Five Themes from Tiburon Client Project Requests

Mr. Roame then provided a backdrop for his Future of Advice opening keynote presentation by highlighting recent client project request topics, including significant consumer changes, a new regulatory regime, accelerating product and channel shifts, a return to tactical basics and abundant financial services investment opportunities. Highlights included:

-- Consumer household net worth fell $11.5 trillion in 2008 to $51.5 trillion before recovering partially to $54.2 trillion in 2009

-- Broker/dealer & RIA harmonization

• Fiduciary issue
• Role of non-fiduciary commission salesman
• SEC support?

-- Products shifts worth watching include those in mutual funds, bonds & bond mutual funds, target date mutual funds (alive and well), indexing, ETFs, non-correlated strategies (hedge funds), & guarantees

-- Channel shifts worth watching include those amongst financial advisors (wirehouses, break-away brokers, independent broker/dealers, & fee-based financial advisors (RIAs)), institutional markets, & international markets

Please click here to read a complete summary of Mr. Roame's opening keynote presentation.

Upcoming Tiburon CEO Summit: October 6-7, 2010 in San Francisco

Tiburon CEO Summit XIX will be held October 6-7, 2010 at the Ritz Carlton Hotel in San Francisco, CA; please click here to review the tentative client invitee list and agenda for this upcoming Tiburon CEO Summit.

ABOUT TIBURON STRATEGIC ADVISORS

Tiburon was formed in 1998 to offer market research, strategy consulting, and other related services primarily to financial services firms. Three of Tiburon's core clientele groups are the CEOs and other senior executives of large US financial institutions faced with difficult strategic decisions, leading executives of foreign financial institutions trying to understand and/or enter the US markets, and a long list of venture capital and private equity firms, and investment banks, making investments in, and executing transactions in, areas where Tiburon has developed proprietary insights. Tiburon rarely serves financial advisors themselves, but due to their growth, many of its client projects require the firm to study the financial advisory markets.

Tiburon's Managing Principal Charles ("Chip") Roame learned and developed the firm's consulting methodologies while employed at leading management consulting firm McKinsey & Company, adapted them to specifically serve the financial services marketplace, and then most recently before forming Tiburon, applied them as a business strategist at The Charles Schwab Corporation. Since 1998, Chip has had responsibility for all of Tiburon's consulting, research, and marketing activities.

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SOURCE Tiburon Strategic Advisors