Prior Speaking Engagements - 2002-2003

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 15, 2003
Financial Research Associates
Effective Managed Account Sales & Distribution Strategies
How Do Successful Firms Grow their Business?

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How to Reach Independent Advisors

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How to Use MSPs & TAMPs to More Easily  Enter the Managed Accounts Market

November 14, 2003
Legg Mason
Investment Consulting Group Conference
Investment Consulting in the 21st Century: New Trends & Product Evolution
November 6, 2003
McDonald Financial Group
Top Gun
The Future of Advice &  Building a Successful Advisory Business
September 29, 2003
Financial Research Associates
Asset Gathering in Intermediary Channels: Tools for Successfully Serving Independent Advisors
An Introduction to the Key Opportunities in Intermediary Channels
September 19, 2003
Financial Advisor Magazine
Sixth Annual Financial Advisor Symposium
Value Added Opportunities for Serving Independent Reps & RIAs

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Best Practices of Independent Reps &  RIAs

September 10, 2003
Pacific Life
Independent Planners Educational Forum
The Future of the Advice Business & Benchmarking Your Practice
June 10, 2003
Morgan Stanley Investment Management
Second Annual RIA Roundtable
Current Trends & Best Practices in the RIA Marketplace
June 5, 2003
Partners Financial
Advisory Board of Directors Planning Meeting
Opening Comments Regarding the Financial Advisor Industry
May 5, 2003
Society of Asset Allocators & Fund Timers
Solutions 2003
Financial Services in Transition - The State of the Industry
April 25, 2003
Scott & Stringfellow
Wealth Management Forum
Wealth Management
March 28, 2003
Morgan Stanley Investment Management
Second Annual RIA Roundtable
Trends in the RIA Marketplace
March 11, 2003
Institute for International Research
Absolute Return Strategies: Optimizing Alpha Through Hedge Fund Solutions
A Top Down View of the Hedge Funds Industry & Emerging Absolute Return Strategies
March 6, 2003
Pacific Life
Independent Planners Educational Forum
The Future of the Advice Business & Benchmarking Your Business
February 26, 2003
American Bankers Association
Trust, Wealth Management, & Marketing Conference
Attract & Retain the Affluent Investor: Winning Tactics for Today's Leading Financial Advisors
February 24, 2003
Institute for International Research
Separately Managed Accounts: The Next Generation
Examining Today's Competitive Wrap Programs Market
February 20, 2003
Institute for International Research
European Wrap & Managed Accounts Masterclass
Strategies for Marketing & Distributing Wrap & Managed Account Programs

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Some Lessons From the US Managed Accounts Market

February 13, 2003
Mutual Service Corporation
President's Club
The Future of Brokerage & Investment Industry and Benchmarking Your Business

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Workshop: Hands-On Application of the Learnings from Independent Rep Best Practices

February 7, 2003
TD Waterhouse Institutional Services
Partnership 2003
Trends in Succession Planning, Firm Valuations, & the Growing Acquisition Market for Financial Advisors
January 7, 2003
Society of Asset Allocators & Fund Timers
Operational Efficiencies CRAM Session
Best Technology & Operations Practices Among Fee-Only Advisors
January 1, 2003
Bank of America
BACAP Wholesalers Conference
The Future of the Brokerage & Investments Industry & The Future of Wholesaling
November 21, 2002
EnvestnetPMC
First Annual Envestnet PMC Advisor Summit
Building a Successful Advisory Business in Today's Challenging Environment
November 1, 2002
Legg Mason
Investment Consulting Group Conference
Investment Consulting in the 21st Century: New Trends & Product Evolution
October 17, 2002
American Express Financial Advisors
2002 Fall Forum
Succession Planning, Practice Valuations, & The Growing Acquisition Market for Financial Advisors
October 1, 2002
American Express Financial Advisors
Platinum Financial Services WMS Post-Day Event
How to Incorporate Separately Managed Accounts into a Financial Planning Practice
September 30, 2002
Institute for International Research
Separately Managed Accounts
Examining Today's Competitive Wrap Programs Market

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A Snapshot of Developments in the Brokerage & Investments Industry: Growing Market & Product Sophistication

September 12, 2002
Intershow
Fifth Annual Financial Advisor Symposium
Looking Beyond the Current Market to Benchmark Your Business for Long-Term Success

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Succession Planning, Firm Valuations, & the Growing Acquisition Market for Financial Advisor Practices

August 1, 2002
Morgan Stanley Investment Management
RIA Best Practices Roundtable
Best Practice & Client Trends in the RIA Marketplace
July 17, 2002
Institute for International Research
Administering 401(K) Plans
The Future of 401(K) Plans - What to Expect in the Wake of New Regulations
June 19, 2002
Mutual Service Corporation
Business Builder Series
Leading-Edge Best Practices of Independent Reps
June 4, 2002
Northern California Financial Planning Association
30th Annual Regional Conference
Best Practices & Business Models of Leading Independent Advisors
May 18, 2002
Association of Professional Investment Consultants
12th Annual Educational Conference
The Future Trends in Global Financial Services, the Role of Financial Consultants, & the Competitive Landscape
May 15, 2002
Morgan Stanley Investment Management
RIA Roundtable
Consumer Wealth, Competitive Landscape, & Keys to Serving the Emerging Affluent
May 1, 2002
Intershow
Money Show

Hedge Funds

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Mutual Fund Distribution Workshop

April 24, 2002
Strategic Research Institute
Asset Gathering Symposium
State of the Industry: Evaluating the Future of the Brokerage & Investments Marketplace
April 17, 2002
Institute for International Research
Structuring Offshore Trusts for Private Clients
The Evolving US Investments Marketplace, the Trend Towards the Independent Advisor Channels, & an Evaluation of Opportunities for Offshore Trust Services
March 19, 2002
RBC Dain Rauscher
Correspondent Services Client Conference
Fee-Based Business: The Engine of Future Growth?
March 4, 2002
Institute for International Research
Investing in Offshore Funds
The Future of the Brokerage & Investments Market: Evaluating Opportunities in Offshore Mutual Fund Supermarkets
February 27, 2002
Lockwood Financial Group
Lockwood University 2002
Future of the Industry
February 26, 2002
Morgan Stanley Investment Management
Mid-Tier Financial Advisor Roundtable
Best Practices & Client Trends in the RIA Marketplace
February 24, 2002
Securities America
Masters Forum
Best Practices of Independent Registered Representatives
February 20, 2002
TD Waterhouse
Partnership 2002
Building a Large Firm Through Acquisitions

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Advisor Industry Panel Discussion

February 16, 2002
Partners Financial
2002 Spring Conference
The Future of the Brokerage & Investment Industry

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The Fundamentals of Brokerage Accounts

February 7, 2002
Institute for International Research
Capitalizing on Separately Managed Accounts
Wrap Account Fundamentals for New Entrants in the Fee-Based Industry

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Assessing the Future of the Brokerage & Investments Market

February 1, 2002
Institute for Certified Investment Management Consultants
Annual Conference
Future of Investment Consulting
January 15, 2002
Institute for International Research
Integrating Private Banking, Brokerage, & Trust Services
Assessing the Future of Private Banking, Brokerage, & Trust Services - What are Today's Clients Looking For?

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Successfully Transitioning Your Banking, Brokerage, or Trust Services After Integrations


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.