The firm's most popular speaker is its Managing Principal Chip Roame, who is dedicated to sharing Tiburon's research, and who gives about 75 speeches per year, possibly making him the most frequent conference speaker in the industry. Tiburon's research managers are also highly demanded speakers for smaller conferences, panel discussions, and more detailed topics. Each Tiburon research manager has focused on specific areas of research, has published research reports & been widely quoted, and can offer detailed insights to conference attendees. Tiburon's financial advisor roundtable members and its consulting fellows can also deliver speeches leveraging Tiburon research materials.

All Tiburon speeches are continuously updated and share insights from the firm's ongoing research efforts (Tiburon has no canned speeches). The firm's most popular speech topics evolve with market trends and Tiburon's research agenda. At any given time, Tiburon usually has 15-20 topics that are in high-demand and for which the firm has recently completed research. No other industry executive likely has as broad a view of the key developments across the industry, and many conference planners find The Future of the Advice Industry topic to be the perfect starting point for their conferences year-after-year. Tiburon Managing Principal Chip Roame is regularly engaged for opening keynote presentations on:

• The Future of the Advice Industry
• The Future of the Brokerage & Investments Industry
• The Future of the Private Banking & Wealth Management Industry

Tiburon Conference Speech Details & Fees

Tiburon Managing Principal Chip Roame presents the firm's signature Future of Advice speech Tiburon CEO Summit VIII in San Francisco, CA

A typical Tiburon speech lasts from one-to-two hours and is supported by 40-60+ PowerPoint slides. Tiburon is happy to share its slides with audience members. Speeches are billed at the day rate of the lead Tiburon consultant who delivers the speech. Speaking fees are $15,000-$20,000 for Tiburon's managing principal, $7,500-$10,000 for its consulting fellows & financial advisor roundtable members, and $3,500-$5,000 for its research managers. In all cases, the fee is plus travel expenses for two.

Tiburon's principals and research managers are in high demand for conference speeches, so the firm does not discount its fees except in unusual circumstances. By far, the most prevalent example of Tiburon discounting is when its consultants speak for non-profit organizations. Tiburon recognizes the limited funds of non-profit trade groups and wants to contribute to the industry. As an effort in this regard, Tiburon is willing to waive its traditional speaking fees and deliver non-profit trade group speeches for any stipend (for instance, stipends have ranged from $5000 to $12,000 for Tiburon's managing principal), plus travel expenses as described above. Better yet, many trade groups find members to sponsor Tiburon's speeches at its regular fees. Unfortunately, Tiburon must decline speech requests if travel expenses cannot be covered in their entirety along with at least some stipend.

The only other examples of discounting are when Tiburon principals or research managers are engaged to speak on the same topic multiple times over a series of days (saves Tiburon preparation time) and/or when the firm is engaged to speak on the same day on different topics (saves Tiburon travel time).

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Tiburon Conference Speech Clients

Firms and organizations engaging Tiburon for conference speeches have varied significantly in both size and industry focus, including the following 60+ organizations:

Advent Software American Bankers Association (ABA) American Institute of Certified Public Accountants (AICPA) American International Group (AIG) Ameriprise Financial Asset Consulting Roundtable Bank of America Corporation BB&T Corporation Capital Group Companies (American Funds) Certified Financial Advisor Society Charter Financial Publishing Network Citigroup Commonwealth Bank (Australia) Counsel of Independent Financial Advisors (CIFA) Envestnet Asset Management Ever Bank Financial Federal Financial Institutions Examination Council (FFIEC) Fidelity Investments Fiduciary & Investment Risk Management Association (FIRMA) Financial Planning Association

Financial Research Associates (FRA) First Wednesday Circus Fiserv Fisher Investments H&R Block Hanson-McClain Retirement Network Hartford Life ING Group (Netherlands) Institute for International Research (IIR) Institute of Financial Planning (IFP) (UK) Investec (South Africa) Investment Company Institute (ICI) Investment Management Consultants Association (IMCA) Investment Programs Association (IPA) LaSalle Street Securities Lydian Trust Company M Financial Group Manulife Financial (Canada) Mass Mutual Financial Group Money Management Institute (MMI) Morgan Stanley National Association for Active Investment Managers (NAAIM)

National Association of Insurance & Financial Advisors (NAIFA) National Association of Personal Financial Advisors (NAPFA) National Financial Partners National Investment Company Service Association (NICSA) Northwestern Mutual Pacific Life Prudential Financial Royal Bank of Canada (Canada) RW Baird & Company Rydex Investments SEI Investments Societe Generale (France) State Farm Insurance Strategy Research Institute (Canada) TD Bank Financial Group (Canada) The Bank of New York Mellon Corporation The Charles Schwab Corporation The Thomson Corporation UBS Wachovia Corporation Wells Fargo Bank

More Information

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Tiburon Strategic, based in Tiburon, CA, was formed in 1998 to offer market research & strategy consulting services to all types of financial institutions and investment managers: