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Prior Speaking Engagements - 2008-2009
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Managing Principal Chip Roame discusses Tiburon research findings with attendees after a recent conference speech on "Trends in Succession Planning, Firm Valuations, & the Growing Acquisition Market for Financial Advisors"
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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.
If you want to schedule a conference speech, please contact Sarah Sage at SSage@TiburonAdvisors.com or 415-789-2540.
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Date
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Conference
Sponsor
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Conference
Title
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Speech
Title
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October 30, 2008
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Pennsylvania Bankers Association
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Annual Wealth & Trust Management Conference
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The Future of Advice
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October 28, 2008
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Philadelphia Foundation
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Annual Conference
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Estate Planning & Charitable Giving
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October 20, 2008
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Convergent Capital Management
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Members Meeting
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The Future of Advice & Opportunities for RIAs
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October 14-15, 2008
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Tiburon Strategic Advisors
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Tiburon CEO Summit XV
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State of the Financial Services Market
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September 25, 2008
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Schwab Institutional
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Impact
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Trends in Outsourcing
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September 22, 2008
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Association of Independent Trust Companies
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Annual Member Meeting
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The Future of Advice
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September 9, 2008
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SEI Investments
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Financial Advisor Conference
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The Future of Advice
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August 5, 2008
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Natixis Global Associates
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US Leadership Conference
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The Future of Advice: Considerations for a Multi-Boutique Firm
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May 9, 2008
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Fidelity Institutional Wealth Services
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Executive Forum 2008
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Highlights from Tiburon CEO Summit XIV
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April 10-11, 2008
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Tiburon Strategic Advisors
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Tiburon CEO Summit XIV
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State of the Financial Services Industry
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March 27, 2008
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Texas Bankers Association
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2008 Wealth Management & Trust Conference
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The Future of Fiduciary Advice & The Wealth Management Market
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March 7, 2008
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Mutual Fund Education Alliance
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2008 Strategic Summit
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The Future of Advice: A Strategic View of the Industry's Future
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March 5, 2008
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East Bay Financial Planning Association
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Monthly Conference
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The Future of the Advice Industry
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February 21, 2008
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National Association of Personal Financial Advisors
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2008 Advanced Planners Conference
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The Next Level: Building Infrastructure
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February 15, 2008
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Franklin Templeton Investments
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Global Research Analyst Forum
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The Future of Advice & the Role of Various Investment Products
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February 8, 2008
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TD Ameritrade
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Institutional Partnership National Conference
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The Future of Advice: 35 Thoughts for RIAs in 35 Minutes
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January 31, 2008
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ING Financial Partners
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Premier Partners
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The Future of Advice
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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.
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