Prior Speaking Engagements - 2006-2007

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, 2007
Massachusetts Bankers Association
74th Annual New England Trust & Wealth Management Conference
Client Segmentation Strategies: Value of a Corporate Fiduciary
November 13, 2007
Tri-State Financial Planning Association
Quarterly Meeting
Consumer Wealth & Target Markets
November 8, 2007
Securities Industry & Financial Markets Association
Annual Meeting
The Future of Advice & Wealth Management
November 1, 2007
Franklin Templeton Investments
Key Distributors Due Diligence Meeting
The Future of Advice & the Role of Various Investment Products
October 9, 2007
Tiburon Strategic Advisors
Tiburon CEO Summit XIII
State of the Financial Services Industry
October 4, 2007
Raymond James Financial Services
Web Seminar
Is Going Independent Right for You?: Challenges & Opportunities of Owning Your Own Business
October 4, 2007
New York Bankers Association
61st Annual Trust & Investment Conference
The Future of Advice
October 1, 2007
FSC Securities & Advantage Capital
2007 NEBC Investment Advisory Pre-Conference
The Future of Advice & the Substantial Target Marketing Opportunity
September 19, 2007
TD Ameritrade Institutional
Partnership 2007
The Future of Advice
September 19, 2007
John Hancock Annuities
Partners' Forum VI
IRA Opportunities
August 3, 2007
Fisher Investments
Sales Awards Banquet
The Future of Advice & Sales Strategies
July 15, 2007
AIG Valic
Advisor's Commitment to Education
Future of Advice & IRA Rollover Retention
June 21, 2007
Franklin Templeton Investments
Senior Leaders' Forum
The Evolving Role of Mutual Funds in Client Solutions
June 5, 2007
Commonwealth Financial Network
2007 Wealth Management Symposium
The State of the Advice Industry
May 11, 2007
Investment Company Institute
49th Annual General Membership Meeting
Distribution: The Evolving Role of Mutual Funds in Client Solutions
May 4, 2007
Trust Management Association
2007 Trust Management Association Seminar
Investment Offerings at Trust Institutions
May 1, 2007
North Dakota Bankers Association
Tri-State Trust Conference
The Future of Advice
April 22, 2007
Raymond James Financial Services
PCA Road Show
The Future of Advice
April 18-19, 2007
Tiburon Strategic Advisors
Tiburon CEO Summit XII
State of the Financial Services Industry
April 16, 2007
Fiduciary & Investment Risk Management Association
21st National Training Conference
Leading Edge Investment Strategies & Associated Risks
April 12, 2007
Raymond James Financial Services
PCA Road Show
The Future of Advice
March 25-26, 2007
American Bankers Association
Wealth Management & Trust Conference
Wealth Management Issues & Insights

--

Client Segmentation Strategies - A Decidedly Different View on Compelling Sales Strategies

March 8, 2007
SEI Investments
Executive Conference
Getting a Handle on Disruptive Ideas
March 6, 2007
The Hartford
Ninth Annual VIP Roundtable
The Future of Advice
February 26, 2007
Investment Management Consultants Association
2007 San Francisco International Investments Conference
The State of the Advice Industry
February 22, 2007
Prime Vest
2007 Senior Management Conference
The Future of Advice
February 1, 2007
American Funds
National Sales Meeting
Baby Boomers, the Pending Liquefaction, & the Amazing IRA Rollover Opportunity
December 8, 2006
Mutual Service Corporation
Annual Conference

The Future of Advice

--

Building a Great Business: Independent Rep Best Practices

November 16, 2006
Massachusetts Bankers Association
73rd Annual New England Trust & Wealth Management Conference
The Future of the Advice Industry
October 27, 2006
Oklahoma Society of Certified Public Accountants
2006 Financial Planning Conference
The Future of Financial Advice

--

Building a Successful Advice Business

October 18, 2006
Tiburon Strategic Advisors
Tiburon CEO Summit XI
State of the Financial Services Industry
October 5, 2006
New York Bankers Association
60th Annual Trust & Investment Conference
Consumer Wealth & Target Markets
September 28, 2006
National Association of Personal Financial Advisors
Cutting Edge Conference
Ask the Consumers Panel Discussion
September 26, 2006
Money Management Institute
Fourth Annual Separately Managed Accounts Conference
Top Ten Challenges to Bank Distribution of SMAs
September 21, 2006
Lockwood Financial Group
Strategic Partners Conference 2006
Case Studies of Advisor Practices
September 15, 2006
National Association of Personal Financial Advisors
2006 West Region Conference
The Future of Advice
August 4, 2006
Fisher Investments
National Sales Conference
The State of the Investment Industry, with Facts & Information to Help You Sell Even More
July 15, 2006
Fiserv Investment Support Services
Discover 2006
State of the Investment Industry
June 15, 2006
H&R Block
Elite Conference
The Future of the Advice Industry
June 13, 2006
Fortigent
First Annual Executive Forum
The Future of Advice
May 20, 2006
National Association of Personal Financial Advisors
2006 National Conference
Practice Management
May 17, 2006
McDonald Financial Group
Top Gun
The Future of Advice & Building a Successful Advisory Business
May 11, 2006
Lockwood Financial Group
Lockwood University 2006
The Future of Advice: Winning in Today's High Net Worth Marketplace

--

Building a Great Business: Tactics of Today's Most Successful Advisors

May 10, 2006
National Advisors Trust & Morgan Stanley Investment Management
2006 Mid-Year Shareholder, Trust, & Operations Conference
RIA Best Practices Roundtable Discussion
May 3, 2006
American Funds
Advisory Council Meeting
Is it Time for a Change? Where is Your Business Model Taking You? The Advantages of Transactional-Based & Fee-Based Businesses
April 30, 2006
Investment Management Consultants Association
2006 Spring Professional Development Conference
Ten Facts & Ten Myths Investment Consultants Need to Know
April 28, 2006
Mutual Service Corporation
Los Angeles Annual Conference

The Future of Advice

--

 Building a Great Business: Independent Rep Best Practices

April 25, 2006
Security Analysts Society of San Francisco
First Annual RIA Conference
State of the RIA Industry & What Drives a Successful Firm
April 18, 2006
Tiburon Strategic Advisors
Tiburon CEO Summit X
State of the Financial Services Industry
April 13, 2006
Financial Wisdom
Boston Study Tour
The Future of US Market Financial Advice

--

Best Practices of Financial Advisors - Learn from your US Counterparts

March 29, 2006
Wachovia Corporation
Private Banking Management Offsite
The Future of Advice & Retail Bank Strategies
February 25, 2006
Securities America
Masters Forum
Independent Rep Industry Overview & Independent Rep Best Practices
February 23, 2006
Morgan Stanley Investment Management
RIA Roundtable
Current Trends & Case Examples in the RIA Marketplace
February 22, 2006
Morgan Stanley Investment Management
RIA Roundtable
Current Trends & Case Examples in the RIA Marketplace
February 8, 2006
TCW
Galileo Funds Conference Call
The Product Usage, Business Models, & Best Practices of Independent Reps
February 2, 2006
Financial Services Network
Annual Members Meeting
The Future of Advice & Independent Rep Best Practices
January 1, 2006
Rydex Investments
Focused Prep Market Seminar
Consumer Wealth & the Evolution of Product & Channel Opportunities
January 1, 2006
Financial Research Associates
ETFs Conference
State of the ETFs Market


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.