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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

Picture

Michael Winchell, Founder, Larkin Point

Daniel Kern, President, Advisor Partners

Ron Carson, Founder, Carson Institutional Alliance

Alex Potts, CEO, Loring Ward

White Paper Transcript with photos gives the reader a feeling of being in the room with the roundtable participants

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tiburon_xxv_executive_roundtable_oct_2013.pdf
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