Prior Speaking Engagements - 2000-2001

Tiburon executives have spoken at more than 300 conferences over the past ten years for dozens of financial services companies and trade groups. This page provides a summary of Tiburon's speaking experience. Feel free to contact any of the conference sponsors for references.

To see a complete list of Tiburon's conference speech topics, please see the Conference Speeches section of the firm's web site. For upcoming conference speeches, please see the Upcoming Speaking Engagements web page.

Please contact Sarah Sage at SSage@TiburonAdvisors.com or 415-789-2540 to schedule a conference speech.



Date
Conference
Sponsor
Conference
Title

Speech
Title

December 10, 2001
Institute for International Research
Hedge Funds for Mutual Fund Companies
State of the Mutual Funds Industry

--

Opportunities for Mutual Fund Companies in Alternative Investments

December 5, 2001
Institute for International Research
Advanced Separate Accounts Management Seminar
Examining Today's Competitive Fee-Based Products Market
November 30, 2001
Institute for International Research
Alternative Distribution Channels: Mastering the Essentials
Alternative Distribution Channels - What's Available & Why it's Worth Your Time to Offer Them
November 12, 2001
Fidelity Institutional Brokerage Group
RIA Advisor Council
Industry Overview & Group Discussion
November 2, 2001
Legg Mason
Investment Consulting Group Conference
Investment Consulting in the 21st Century: New Trends & Product Evolution
October 24, 2001
Intershow
Fourth Annual Portfolio Management Symposium for Financial Advisors
The Future of the Brokerage & Investments Industry

--

Best Practices of Leading Independent Advisors

October 22, 2001
Institute for International Research
Asset Retention Strategies for Financial Services
Implementing Fee-Based Account Strategies to Proactively Retain Clients
October 8, 2001
Dain Correspondent Services
Client Conference 2001
Fee-Based Business: The Engine of Future Growth?
October 7, 2001
FSC & Advantage Capital
2001 Advisory Services Pre-Conference Workshop
The Future of the Fee & Brokerage Industry

--

Financial Advisor Best Practices

September 14, 2001
Financial Planning Association
Success Forum 2001
Building a Larger Firm Through Acquisition: The Nuts & Bolts of Making Acquisitions Work
September 12, 2001
Institute for International Research
Separately Managed Accounts & Fee-Based Programs
Wrap Program Fundamentals: A Primer for New Entrants in the Fee-Based Industry

--

Assessing the Future of the Wrap Industry: Where is it Heading?

September 10, 2001
Institute for International Research
Retirement Planning Forum 2001
Capitalizing on New Investment Trends
June 30, 2001
HD Vest
Vest Fest 2001 (West)

Best Practices: Benchmarking Your Practice

--

Fee-Based Business: Where Is It & Where Is It Going?

June 21, 2001
Institute for International Research
Maximizing Mutual Fund Supermarkets
Targeting the RIA Market: A Comprehensive Understanding of its Size and Advisors' Product Usage Behaviors

--

The Future of the Asset Management Business: What Will be the Role of Mutual Fund Supermarkets?

June 8, 2001
Portfolio Management Consultants
Ninth Annual Managed Accounts Conference

Best Practices of Independent Fee-Only Advisors

May 31, 2001
HD Vest
Vest Fest 2001 (East)

Separate Account Management Programs

--

Fee-Based Business: Where Is It & Where Is It Going?

--

Best Practices - Benchmarking Your Practice

May 14, 2001
Society of Asset Allocators & Fund Timers
Society of Asset Allocators & Fund Timers 2001 Conference

The Changing Financial Landscape: Trends in the Investment Advisory Industry

April 26, 2001
State Farm
State Farm Conference

The Future of the Financial Services Industry

April 4, 2001
Asset Consulting Roundtable
Semi-Annual Meeting

The Future of the Brokerage & Investment Management Business

February 24, 2001
Partners Financial
Spring Conference 2001

The Future of the Asset & Wealth Management Business

--

How to Build a Successful Asset Management Practice

February 12, 2001
Institute for International Research
Separately Managed Accounts & Fee-Based Programs

Profiting From the Next Cycle of the Fee-Based Industry: Where is the Industry Heading?

February 7, 2001
IJL Wachovia
2001 IJL Wachovia Branch Manager Meeting

A Status on the Changing Brokerage Industry

February 1, 2001
CapTrust Financial Advisors
Annual Members Meeting

Alternative Investments

January 31, 2001
Marin Association of Insurance & Financial Advisors
Members Meeting

The Future of Brokerage & Investments

January 30, 2001
Investment Management Consultants Association
Consultants Conference

The Future of the Consulting Industry

December 4, 2000
Institute for International Research
Maximizing Mutual Fund Distribution

Evaluating RIA Distribution - A Huge Opportunity in Need of New Skills

December 1, 2000
Mitchell Hutchins
Due Diligence Meeting

The Future of Investing

November 16, 2000
Institute for International Research
Understanding & Meeting the Investment Needs of the Newly Affluent

Reaching the Cyber Generation Through Technology

November 7, 2000
Salomon Smith Barney, Citi Asset Management, & Citibank Private Bank
Investment Sales Conference

The Future of the Investment Business

November 3, 2000
Legg Mason
Investment Consulting Group Conference

Investment Consulting in the 21st Century: New Trends & Product Evolution

October 26, 2000
Investment Program Association
Making Better Use of Information Technologies for the Direct Investments Industry

The State of the Online Financial Services Industry

October 26, 2000
Investment Management Consultants Association
Annual Conference

Future of Brokerage & Investment Management

October 20, 2000
Institute for Certified Investment Management Consultants & Thomson Financial
IC Tech 2000 Conference

Online Financial Services: Changing the Playing Field for Everyone

October 12, 2000
Fidelity Institutional Brokerage Group
RIA Advisor Council

The Future of the Brokerage & Investments Industry

September 18, 2000
Institute for International Research
Separately Managed Accounts & Fee-Based Programs

Maximizing the Future of the Wrap Industry - Where is it Heading?

September 18, 2000
Schwab Institutional
Impact 2000

Strategic Ways to Grow Your Business

September 14, 2000
Institute of Financial Planning
Conference 2000

Preparing Your Business for Sale

September 10, 2000
Financial Planning Association
Success Forum 2000

Online Trading: Friend or Foe?

August 21, 2000
Morgan Stanley Dean Witter
2000 Consultants' Forum

The Competitive Playing Field

July 21, 2000
Dain Rauscher
Transitioning to Fees

The Future of the Brokerage & Investments Industry

July 17, 2000
Datalynx
Discover 2000

The Future of the Brokerage & Investments Industry

July 10, 2000
Fidelity Institutional Brokerage Group
Institutional Brokerage Group Operating Committee Offsite

The Future of the Brokerage & Investments Industry: Intermediary & Consumer Trends

June 23, 2000
US Bancorp Piper Jaffray
VIP Council

The Future of the Brokerage & Investments Industry

June 21, 2000
IBC USA
Fee-Based Wrap Programs & Managed Accounts

The Impact of the New High Net Worth Market on the Future of the Brokerage & Investments Industry

June 7, 2000
Portfolio Management Consultants
Eighth Annual Managed Accounts Conference

The Future of the Brokerage & Investment Management Industry

June 1, 2000
HD Vest
Set the Stage for Success

A 3rd Party Analysis of IBDs

May 21, 2000
Securities America
2000 National Conference

The Future of the Brokerage & Investments Industry

May 17, 2000
Investec Investment Management Services
Financial Advisor Workshops

Building a Great Practice: The Competitive Edge

May 11, 2000
Institute for Certified Investment Management Consultants
Premier Sales & Marketing Conference

Building a Consulting Practice in the 21st Century

May 2, 2000
Investment Management Consultants Association
2000 Spring Professional Development Conference

Investment Consulting in the 21st Century: New Trends & Product Evolution

April 26, 2000
M Financial Group
Marketing Meeting 2000

Building an Investment Business in Your Insurance Practice

April 1, 2000
US Bancorp Piper Jaffray
Emerging Leaders Conference

Trends in the Industry

March 23, 2000
Investment Program Association
2000 Annual Convention

The Growing Appetite for Alternative Investments Within the Financial Services Industry


LINKS TO ARCHIVES FOR THE YEARS

The extensive list of Tiburon conference speeches has required the use of multiple web site pages. Please click on the links above to view other prior Tiburon conference speeches.

Hopefully, this section provided a good sampling of the types of conferences at which Tiburon executives have spoken as well as the topics upon which Tiburon presents. To view conferences that Tiburon will be speaking at in the future, please see the page titled Upcoming Speaking Engagements. To view Tiburon's speech topics, please see the page titled Conference Speeches.