Tiburon Executive Roundtable - October 2013
Following the Tiburon CEO Summit XXV in San Francisco in October 2013, four financial service executives presented their views in a roundtable discussion. The video interviews, white paper transcript below, as well as a three-page article, were published by Financial Advisor Magazine, December 2013.
To view the article, The Great Investing Debate, published by Financial Advisor magazine:
http://www.fa-mag.com/news/the-great-investing-debate-16185.html
To view the article, The Great Investing Debate, published by Financial Advisor magazine:
http://www.fa-mag.com/news/the-great-investing-debate-16185.html
Michael Winchell, Founder, Larkin Point
Daniel Kern, President, Advisor Partners
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Ron Carson, Founder, Carson Institutional Alliance
Alex Potts, CEO, Loring Ward
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White Paper Transcript with photos gives the reader a feeling of being in the room with the roundtable participants
| tiburon_xxv_executive_roundtable_oct_2013.pdf |