Prior Speaking Engagements - 2004-2005

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
November 16, 2005
RW Baird & Company
Baird Investment Counsel Program
Best Practices of Leading Investment Consultants
November 4, 2005
Lockwood Financial Group
AXA Advisors Fee-Based Symposium
Current State of the SMA Industry
November 3, 2005
Fiduciary & Investment Risk Management Association
Current Risk Issues Seminar
Alternative Investments, ETFs, & Indexing Risks
November 1, 2005
National Investment Company Service Association
Investment Management Industry Solutions: New Products, Operations, & Regulatory Issues
Winning in the 21st Century Investment Management Business: New Products & New Markets
October 28, 2005
Legg Mason
Investment Consulting Group Conference 2005
Investment Consulting in the 21st Century: New Trends & Product Evolution
October 27, 2005
Fiduciary & Investment Risk Management Association
Current Risk Issues Seminar
Alternative Investments, ETFs, & Indexing Risks
October 26, 2005
Ameritrade
Power Source 2005
Opportunity for Advisors
October 7, 2005
Lockwood Financial Group
AXA Advisors Fee-Based Symposium
Current State of the SMA Industry
October 6, 2005
National Association of Personal Financial Advisors
Northeast & Mid-Atlantic Region Conference
The Future of Advice & Financial Advisor Best Practices
September 28, 2005
FSC Securities & Advantage Capital
2005 Investment Advisory Pre-Conference Workshop
Future of Advice
September 26, 2005
American Bankers Association
ABA Telephone Briefing & Web Cast
Creative Estate Planning Solutions: Life Insurance & Trust Accounts
September 25, 2005
Morgan Stanley Investment Management
RIA Roundtable
The Future of Advice & Fee-Only Financial Advisor Best Practices
September 23, 2005
LaSalle Street Securities
Leaders' Retreat
The Future of Advice & Best Practices of Leading Advisors
September 21, 2005
Financial Research Associates
Fourth Annual Managed Accounts Summit
State of the SMAs Market
September 15, 2005
Columbia Funds
AXA Advisors Conference
Baby Boomers, Consumer Wealth, & the Future of Advice
September 14, 2005
Northwestern Mutual
MVP Conference
Emergence of Fee-Accounts & their Bottomline Effects
September 13, 2005
Managed Accounts Consulting Group
Advanced Consulting Education Symposium
The Future of Advice
September 12, 2005
Financial Research Associates
ETFs Summit
Workshop: ETFs 101: An Introduction to ETF Mechanics & Applications

--

State of the ETF Industry

September 8, 2005
National Investment Company Service Association
Hot Topics
The Future of Advice & the Emergence of Alternative Investments
August 9, 2005
Federal Financial Institutions Examination Council
Asset Management Forum
Alternative Investments
July 31, 2005
Managed Accounts Consulting Group
Sun America Securities Investment Advisory Pre-Conference Workshop
Future of Advice
July 25, 2005
Financial Research Associates
Retirement Savings Summit: Marketing & Distribution Strategies for the Retail & Plan Sponsor Marketplace
State of the Retirement Market
July 21, 2005
Financial Research Associates & Legal Education Associates
Managed Accounts Compliance Forum
Workshop: Managed Accounts 101: The Promises, the Pitfalls, & the Realities

--

State of the Managed Account Marketplace

July 12, 2005
Institute for International Research
Exchange Traded Fund & Index Share Forum 2005
Examining the State & Future of the ETF Marketplace
June 16, 2005
Mutual Service Corporation
Regional Conference
The Future of Advice

--

Building a Great Business

June 10, 2005
LaSalle Street Securities
West Coast Conference
The Future of Advice & Independent Rep Best Practices
June 7, 2005
Managed Accounts Consulting Group
Advanced Consulting Education Symposium
The Future of Advice
June 3, 2005
Morgan Stanley Investment Management
Fourth Annual RIA Roundtable
The Future of Advice
June 2, 2005
Morgan Stanley
Fourth Annual RIA Roundtable
The Future of Advice
May 22, 2005
National Association of Personal Financial Advisors
National Conference
Trends in Succession Planning, Firm Valuations, & the Growing Acquisition Market for Financial Advisors
May 19, 2005
Lockwood Financial Group
Lockwood University 2005
Current State of the SMA Industry

--

Best Practices of Senior Advisors

--

Best Practices of RIAs

May 13, 2005
National Financial Partners
National Financial Partners Firm Principal Meeting
Retirement Distribution Strategy
May 10, 2005
Managed Accounts Consulting Group
Advanced Consulting Education Symposium
The Future of Advice
April 25, 2005
National Association of Active Investment Managers
27th National Conference
The State of the Advisory Industry
April 21, 2005
Lockwood Financial Group
Lockwood University 2005
Current State of the SMA Industry

--

Best Practices of Senior Advisors

--

Best Practices of RIAs

April 19, 2005
National Association of Insurance & Financial Advisors
Napa & Solano Counties Advisor Conference
Insurance Agent Best Practices: Building Your Practice
April 18, 2005
American Funds
Advisory Council Meeting
The Future of Advice
April 6, 2005
RW Baird & Company
Investment Counsel Association Conference Call
Best Practices of Leading Investment Consultants
April 5, 2005
Fidelity Investments
2005 Executive Forum
The Future of Advice
March 23, 2005
Associated Financial Group
Spring Educational Conference
The Future of the Advice Business
March 1, 2005
SEI Investments
Investment Manager Market Client Conference
Where is Demand Heading?

--

High Net Worth Segment

February 28, 2005
Envestnet Asset Management
2005 Advisor Summit
Understanding Client Needs: Mass Affluent, Affluent, & Super Affluent Segments
February 25, 2005
National Financial Partners
Spring Conference 2005
Wealth and Income Planning & Distribution
February 2, 2005
TD Waterhouse Institutional Services
Partnership 2005
State of the RIA Industry
January 27, 2005
National Association of Insurance & Financial Advisors
Marin County Meeting
The Future of Advice & Financial Advisor Best Practice
January 12, 2005
American Bankers Association
ABA Telephone Briefing
Alternative Investments - Wealth Portfolio Management Strategies
December 2, 2004
Investment Management Consultants Association
2004 Fall Regional Consultants Conference
Beyond for Four Step Process - Building a Great Business
November 19, 2004
Morgan Stanley Investment Management
Third Annual RIA Roundtable
Current State & Best Practices of the RIA Marketplace
November 18, 2004
National Investment Company Service Association
West Coast Regional Meeting
Boomers, their Money, & the Leading Edge Responses of Money Management Organizations
November 17, 2004
Wachovia Bank
Leadership Conference 2004
Broad Perspective on the Wealth Market & Competitive View
November 17, 2004
Morgan Stanley Investment Management
RIA Best Practices Roundtable Discussion
Trends & Best Practices in the RIA Marketplace
November 15, 2004
Financial Research Associates
IRA Rollover Summit
Opportunity Assessment: State of the Industry
November 12, 2004
Citigroup & Salomon Brothers Asset Management
Bank of America Investment Symposium
The Future of Advice & Opportunities Presented by Aging Baby Boomers
November 4, 2004
Investment Management Consultants Association
2004 Fall Regional Consultants Conference
Today's Investor: Where are the Money Pools?
October 29, 2004
Legg Mason
Investment Consulting Group Conference 2004
Investment Consultants in the 21st Century: New Trends & Product Evolution
October 26, 2004
Advent Software
2004 National Conference
The Future of Advice
October 7, 2004
Financial Advisor Magazine
Seventh Annual Financial Advisor Symposium
Best Practices of Independent Reps & RIAs

--

How to Maximize Your Custodial Relationship

October 1, 2004
Ameritrade
Power Source 2004
The State of the Industry: A Wake Up Call to Investment Advisors - Segmentation & Baby Boomers
September 30, 2004
Financial Research Associates
Sub-Advised Funds Forum
Exploring the Current Investment Industry Landscape as it Relates to Sub-Advisory
September 29, 2004
Investment Company Institute
Research Committee Meeting
Trends in Customer Demand & The Role of Advisors
September 20, 2004
Money Management Institute & Thomson Financial
Separately Managed Accounts
The Real SMA Industry Challenge: Addressing the Evolving Needs of Boomers Through Leading-Edge SMA Programs in Banks
September 13-14, 2004
Financial Research Associates
Third Annual Managed Accounts Summit
Winning & Losing: Leading-Edge Strategies for Program Sponsors & Money Managers

--

Panel Discussion: Where's the Industry Going? Key Players' Perspectives

August 19, 2004
Morgan Stanley Consulting Services Group
Consultants Summit 2004
The Future of the Advice Industry
June 23, 2004
Mutual Service Corporation
Boston Regional Conference
The Future of Advice

--

Building a Great Business

June 22, 2004
Institute for International Research
Separately Managed Accounts Symposium
Looking at the State of the Managed Account Marketplace
June 21, 2004
RW Baird & Company
Investment Counsel Program
Best Practices of Leading Investment Consultants
June 7, 2004
Investment Management Consultants Association
Canadian Consultants Conference
The Investment Consulting Profession - Market Trends
June 4, 2004
Salomon Brothers Asset Management
2004 Global Investment Forum
The Future of Advice: Opportunities Presented by Aging Baby Boomers
June 1, 2004
Oppenheimer Funds
Senior Management Team Offsite
State of the High Net Worth Market
May 6, 2004
Manulife
Private Account Partners Summit
Industry Update - Trends & Facts
April 23, 2004
Financial Research Associates
Successful Permission Marketing in the Do-Not-Disturb Era
Understanding Your Client Base: Increase Your Market Intelligence
April 20, 2004
Money Management Institute
Annual Convention
Understanding the Clients' Needs: Mass Affluent, Affluent, & Super Affluent Segments
March 10, 2004
Morgan Stanley Investment Management
Third Annual RIA Roundtable
Trends in the RIA Marketplace
March 8, 2004
SEI Investments
Select Advisors Council Annual Meeting
Industry Trends Discussion
March 3, 2004
Financial Planning Association of the East Bay
Practice Management Series
The Best Practices for Your Practice
March 1, 2004
First Wednesday Circus
Process of Selling a Firm
Succession Planning, Firm Valuations, & the Growing Acquisition Market for Fee-Only Financial Advisors
February 25, 2004
Morgan Stanley Investment Management
Third Annual RIA Roundtable
Business Models & Best Practices of Fee-Only Financial Advisors
February 24, 2004
Financial Research Associates
The Hedge Fund Styles & Strategies Symposium
Asset Allocation for Hedge Funds: A Few Incremental Factors to Consider in the High Net Worth Market
February 23, 2004
Financial Research Associates
Building a Profitable Investment Service
Bank Distribution Channels: New Products & Opportunities

--

Breaking Into SMAs

February 13, 2004
RW Baird & Company
Investment Counsel Program
Best Practices of Leading Investment Consultants
February 5, 2004
TD Waterhouse
Partnership 2004
The State of the RIA Industry
January 27, 2004
Hanson McClain Retirement Network
Strategic Summit 2004
The Future of Advice & Benchmarking Your Business


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.