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State of Louisiana: The Pelican State Tiburon Research January 30, 2012.

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State of Louisiana: The Pelican State Tiburon Research January 30, 2012
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State of Louisiana:The Pelican State

Tiburon ResearchJanuary 30, 2012

12.01.30 –State of Louisiana © Tiburon Strategic Advisors, LLC™ 2

• Founded in 1812– Founded as the eighteenth state

• Governor: Bobby Jindal• Web site: www.Louisiana.gov

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State of Louisiana

Source: 8/3/11 NetState.Com; 8/3/11 Wikipedia; 7/21/11 Wikipedia; 3/16/11 Louisiana Web Site; Tiburon Research & Analysis

12.01.30 –State of Louisiana © Tiburon Strategic Advisors, LLC™ 3

Early Phase

Approximate Dates: XXXX - XXXX

• XXXX: --

XXXX - 2012

Key Steps:

The State of Louisiana was Founded as the Eighteenth State in 1812 and Has Evolved Through Three Phases, Including its Early, Middle, & Recent Phases

Middle Phase

State of Louisiana History

State of Louisiana Founded

1812 2012

State of Louisiana

TodayRecent Phase

XXXX - XXXX

• 1812: State of Louisiana founded

• XXXX: - • XXXX: -

Source: 8/3/11 NetState.Com; 8/3/11 Wikipedia; 7/21/11 Wikipedia; Tiburon Research & Analysis

12.01.30 –State of Louisiana © Tiburon Strategic Advisors, LLC™ 4

• Founded in 1812– Founded as the eighteenth state

• Governor: Bobby Jindal

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The State of Louisiana was Founded as the Eighteenth State in 1812

Source: 8/3/11 NetState.Com; 8/3/11 Wikipedia; 7/21/11 Wikipedia; Tiburon Research & Analysis

12.01.30 –State of Louisiana © Tiburon Strategic Advisors, LLC™ 5

State of Louisiana Departments

The State of Louisiana Has a Number of Departments, Including its Department of Insurance & Department of Education

Source: Tiburon Research & Analysis

State of LouisianaDepartments

-- --Department of

Insurance--

Department of Education

12.01.30 –State of Louisiana © Tiburon Strategic Advisors, LLC™ 6

The State of Louisiana Runs the Louisiana State Department of Insurance

Source: 12/05 Louisiana State Department of Insurance Web Site; 12/04 Deloitte Insurance Industry Report; Tiburon Research & Analysis

• Based in Baton Rouge, LA• Executive: Robert Wooley

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12.01.30 –State of Louisiana © Tiburon Strategic Advisors, LLC™ 7

The State of Louisiana Runs the Louisiana State Department of Education

Source: Tiburon Research & Analysis

• --

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12.01.30 –State of Louisiana © Tiburon Strategic Advisors, LLC™ 8

The State of Louisiana’s Department of Education Offers a 529 Plan

Source: 12/13/10 Investment News (Morningstar); Tiburon Research & Analysis

• --

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Not in Morningstar top

50

12.01.30 –State of Louisiana © Tiburon Strategic Advisors, LLC™ 9

State of Louisiana Organizational Chart

The State of Louisiana is Led by its Governor Bobby Jindal

Bobby JindalGovernor

-- -- ---- --

Source: 8/3/11 NetState.Com Web Site; Tiburon Research & Analysis

12.01.30 –State of Louisiana © Tiburon Strategic Advisors, LLC™ 1010

Source: Tiburon Research & Analysis

Tiburon Strategic Advisors

• Focus on corporate-level strategy- Serve senior executives only at financial

services companies- Key services: market seminars, market

research, & strategy consulting - Served over 300 corporate clients and

completed over 1,400 projects since 1998- Host semi-annual CEO Summits, offer free

weekly research releases, and offer free business benchmarking tools for all types of advisors

• Chip Roame background- McKinsey & Company- Charles Schwab & Company- Tiburon since 1998

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