Due to the depth of its existing written industry knowledge (150,000 PowerPoint charts and graphs), Tiburon is able to deliver detailed presentations on a wide range of products and markets within the brokerage and investment management marketplace without significant preparation. As a result, Tiburon Market Seminars have become ideal for clients which need a quick and yet thorough understanding of industry dynamics and leading players in growing markets. This is also an ideal low-cost method for new Tiburon clients to tap into the firm's years of industry experience and prior research efforts.

Specifically, Tiburon executives have been engaged by many firms to deliver presentations and lead brainstorming sessions with boards of directors, senior management teams, venture capital teams, and other groups. Tiburon Market Seminars are a great way to kick-off board meetings, management committee meetings, and sales meetings. Some Tiburon clients then develop their own strategies; others engage Tiburon for further research and strategy work. In any case, this is a great place to start; there is no reason to engage a consulting firm and wait months for them to catch up to one's existing knowledge!

A typical Tiburon Market Seminar often lasts two-to-six hours (depending on the client's needs) and can include a 50-300+ page overview regarding the chosen markets. Market Seminars cost $15,000-$20,000 plus travel expenses for two. Market Seminars can be scheduled by contacting Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540.

Seminar Topics

Tiburon's consultants can conduct market seminars on dozens of topics, can address topics from a variety of angles, and can also combine topics to make longer or broader seminars for clients interested in multiple markets or products. Currently popular market seminar topics are listed below:

Descriptions of some of the most highly demanded topics follow, with more detailed outlines attached by clicking on the printer icons, which provide the table of contents of the associated Tiburon research report.

Broad Industry Overview Seminars

The Future of Advice: Defining the Winning Products, Channels & Tactical Strategies

MOST FREQUENT SEMINAR REQUEST!!!

	Tiburon Managing Principal Chip Roame delivers highlights of Tiburon's signature keynote speech The Future of the Advice Industry to attendees at Tiburon CEO Summit VII

Industry executives need a forum in which to understand the big picture - the key changes taking place across the industry; this seminar is the answer to this need. Tiburon consultants constantly sift through all Tiburon research to gather the most compelling trends and these are presented in this seminar.

If given today, Tiburon consultants would address the wide variety of short-term challenges in the market, would highlight the strategies of key competitors, and would address the evolving role of financial advisors.  Specifically, Tiburon speakers would argue that wealth is still substantial in the US and that demographics suggest that the industry should grow rapidly over the decades to come. But the emerging affluent are changing and this will cause advisors and firms to need to change. Key trends to be highlighted include fee-accounts, alternative investments, and wealth management.

Depending on the audience, Tiburon speakers can also address the needed changes for advisors or financial services companies more broadly. Who will deliver advice? How will it be delivered?  What sales & marketing techniques will work? What technology products will be the key enablers? All of these and other issues can be covered in this broad industry overview seminar.

Market seminar facilitated by Tiburon Managing Principal Chip Roame. Consulting Fellow Paul Schaeffer can also be included.

Product Segment Seminars

An Initial Overview of the Mutual Funds Industry

RECENTLY UPDATED!!!

The $8.5 trillion mutual funds industry deserves an encyclopedic review and this is it. This seminar addresses data flows, trends in product development (e.g., balanced funds, lifestyle funds, socially conscious funds, mutual funds with hedge fund strategies), pricing parameters (e.g., share classes, mutual fund wrap programs), and distribution channels (e.g., wirehouses, mutual fund supermarkets, fee-only financial advisors, independent reps). The seminar can include profiles of all 350 US mutual fund companies.

Market seminar facilitated by Tiburon Managing Principal Chip Roame. Financial Advisor Roundtable member Tom Lydon, and Consulting Fellows Julie Allecta, Jim Atkinson, Tim Armour, & Paul Schaeffer can also be included.

A Comprehensive Overview of Fee-Accounts, Turnkey Asset Management Programs (TAMPs), & the Booming Separately Managed Accounts Market

FREQUENT SEMINAR REQUEST!!! RECENTLY UPDATED!!!

Fee-accounts broadly (and separately managed accounts more narrowly) were introduced in 1978 by EF Hutton, which subsequently became Shearson Lehman and then part of Smith Barney. At the time of their introduction, fee-accounts were quite simple - clients who traditionally paid commissions every time they purchased stocks or bonds would now have money managers who would make the investment decisions and implement them through brokers all wrapped into one fee. The concept caught on and today there are four types of fee-account programs:

• Separately Managed Accounts. This was the traditional type of fee-account program whereby one or more money managers are chosen to manage the client account
• Mutual Fund Wrap Accounts. These came to the brokerage industry in the mid-1990s and allowed brokers to offer their customers no-load mutual funds in a fee-account structure
• Broker Wraps. These are the products that allow brokers to function as the money manager themselves for a fee
• Fee-Based Brokerage Accounts. These fee-accounts, developed in response to the growth in online trading, allow customers to stay in control of their accounts while paying a set fee; these accounts avoid fiduciary responsibility and have recently fallen under scrutiny

But where are the assets and where is the growth? One of these four types of fee-accounts has more assets than the other three combined. Which is it? What is next for fee-account programs? Will separately managed accounts catch on in the independent advisor channels? Will MSPs or UMAs be the home run? Will program sponsors add alternative investment products? Will broader segments of baby boomers adopt separate accounts like they previously did mutual funds? Tiburon has recently completed substantial research on the fee-accounts market and can address it from nearly any angle; this is an excellent seminar for executives at firms building fee-account programs, for advisors building fee-account businesses, and for money managers selling their money management capabilities into these programs.

Market seminar facilitated by Tiburon Managing Principal Chip Roame. Consulting Fellows Dennis Clark, Kevin Malone, & Barry Mendelson can also be included.

A Comprehensive Overview of the Hedge Funds Industry

FREQUENT SEMINAR REQUEST!!!

The hedge funds industry weathered numerous storms in the late 1990s, including the closure of several leading firms such as Tiger Management, Long-Term Capital Management, and Soros. However, all the while, hedge funds continued to grow, and an impressive hedge fund-of-funds business emerged. Subsequently, the market volatility of 2000-2003 pointed many firms in the direction of hedge funds and hedge funds grew even quicker. Performance in 2004-2005 has now provided a set-back. Are you struggling with your hedge funds strategy? Do you understand the four key types of hedge funds? Do you need a distribution strategy to serve your high net worth customers' needs? This seminar explains the four types of hedge funds, identifies the leading managers of both hedge funds and funds-of-funds, and outlines successful strategies for distribution into the high net worth market.

Market seminar facilitated by Tiburon Managing Principal Chip Roame. Financial Advisor Roundtable member Tom Lydon, and Consulting Fellows Julie Allecta, Tim Armour, Kevin Malone, & Paul Schaeffer can also be included.

A Comprehensive Overview of the Venture Capital & Private Equity Industry

Throughout the late 1980s, the private equity funds industry boomed. Who can forget RJR Nabisco and other well-known LBO deals? The monies invested in these LBOs came from what is known as private equity funds. More recently, in the late 1990s, the venture capital industry boomed. Start up companies with limited revenues, and often no products, raised significant funds. These monies came from venture capital funds. In the late 1990s, increasingly both private equity funds and venture capital funds became available to high net worth investors but then the venture capital market fell apart and fund raising slowed significantly. It is now coming back! What is an appropriate offering to deliver to high net worth investors? Who are the leading private equity and venture capital fund firms? How do you build an appropriate product offering for your clientele? This seminar delivers a comprehensive understanding of the private equity and venture capital business.

Market seminar facilitated by Tiburon Managing Principal Chip Roame. Financial Advisor Roundtable member Kirk Michie, and Consulting Fellow Julie Allecta can also be included.

Investment Opportunities in the Wine Industry

In the market for alternative investments, none can be much more fun than investing in the wine industry. As the passion of Tiburon's Managing Principal, Tiburon is able to outline ways of investing in this booming market, ranging from vineyard property, to old wines, to wine futures. This seminar will shed new light on investing opportunities in an exciting industry.

Market seminar facilitated by Tiburon Managing Principal Chip Roame. Financial Advisor Roundtable member Tif Joyce can also be included.