Market Seminars

Due to the depth of its existing written industry knowledge (150,000 Power Point 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 lead time. 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!

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 on the firm's research reports page.

Tiburon Market Seminar Details & Fees

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 $20,000 to $25,000 plus travel expenses for two. Market Seminars can be scheduled by contacting Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540.

Speakers Bureau Policy

Tiburon is flattered by the attention from dozens of speakers bureaus that have sought to represent its managing principal, consulting fellows, and research managers as speakers. That said, the firm has not found that it saves much in the way of preparation in such instances. As a result, Tiburon's speakers bureau policy is that it needs to net the greater of the minimum fee for each specific speaker (e.g., $20,000 for Tiburon's managing principal) or 75% of the amount charged to the ultimate client, along with travel expenses as described elsewhere on this page.

Cancellation Policy


	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

Due to a few late cancellations after materials had been prepared or other market seminars passed upon, Tiburon has been forced to create a cancellation policy which goes into effect as soon as a date is held for a conference. Any speech cancelled after holding a date, will be billed at the entire speaking fee plus any pre-booked travel expenses.

Travel Policy

Tiburon bills for travel expenses in addition to project fees but for no other office expenses. Tiburon's principals & their companions fly first class (business class when available on entire route) and its research managers fly coach class primarily from San Francisco, CA. Tiburon market seminars are invoiced upon completion and invoiced are due within thirty days.