Tiburon Webinars & PowerPoints

Tiburon members are offered access to Tiburon Webinars which offer the unique opportunity to hear the insights of Tiburon Managing Partner Chip Roame on leading edge topics. Live Tiburon Webinars are generally scheduled on Thursdays at 10:00am PT & 1:00pm ET.

Replay recordings of these Tiburon Webinars can be accessed by clicking the links below:

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Tiburon Webinars

Cryptocurrencies (Digital Assets)

A Bubble, a Universal Medium of Exchange, and/or an Emerging Asset Class?

March 23, 2023

Tiburon Webinars

Managed Account Programs

Continuing Emergence of Unified Managed Account (UMA) Programs, Direct Indexing, & Model Portfolios

March 16, 2023

Tiburon Webinars

Exchange Traded Funds (ETFs)

The Increasingly Dominant Package Product of Choice

March 9, 2023

Tiburon Webinars

Consumer Wealth

Consumers, their Money, Generational Segments, Wealth Segments, Geographical Segments, & Target Markets

March 2, 2023

Tiburon Webinars

Wealth & Investment Management
Mergers & Acquisitions

The Expected Rapid Consolidation of the Wealth & Investment Management
and WealthTech Markets
Over the Coming Three-to-Five Years

February 23, 2023

Tiburon Webinars

Independent Advisor
Mergers & Acquisitions

Private Equity Driving the Emergence of Two Dozen Financial Advisor Aggregators and $1.0 Trillion Assets Under Management Firms

February 16, 2023

Tiburon Webinars

Wealth & Investment Management
Initial Public Offerings (IPOs)

A Currently Quiet Market Today But with a Coming Wealth Management and WealthTech Firms Initial Public Offerings (IPOs) Wave

February 9, 2023

Tiburon Webinars

Wealth & Investment Management
Venture Capital

Substantial WealthTech Opportunities But a Challenging Capital Raising Environment

February 2, 2023

Tiburon Webinars

Wealth & Investment Management
Staffing & Compensation Strategies

The War for Talent and an Increasing Focus on Both Diversity, Equity, & Inclusion and Executive Compensation

January 26, 2023

Tiburon Webinars

Wealth & Investment Management
Technology & Outsourcing Strategies

Client Relationship Management, Financial Planning, & Portfolio Accounting Solutions Driving an Increasingly Sophisticated Technology Stack

January 19, 2023

Tiburon Webinars

Wealth & Investment Management
Marketing & Lead Generation Strategies

The Growing Dominance of Financial Advisor Digital Marketing & Institutional Workplace Strategies through Content Marketing, Marketing Automation, & Marketing Analytics

January 12, 2023

Tiburon Webinars

Institutional Markets

Substantial Markets with Fastest Growth in 401K Plans, Foundations, Corporate Cash, & Sovereign Wealth Funds

January 5, 2023

Tiburon Webinars

Financial Advisor Channels

Full-Service Brokerage Firms; Independent Advisors; and Discount & Online Brokerage Firms

December 29, 2022

Tiburon Webinars

Full-Service Brokerage Firms

Wirehouses, Other National Brokerage Firms, & Regional Brokerage Firms

December 22, 2022

Tiburon Webinars

Independent Advisors

Independent Reps, Fee-Only Financial Advisors (RIAs), & Dually Registered Financial Advisors

December 15, 2022

Tiburon Webinars

Break-Away Brokers

The (Overstated) Trend of Captive Investment & Insurance Advisors Going Independent

December 8, 2022

Tiburon Webinars

Robo Advisors & Hybrid Digital Advice Providers

Some of the Fastest Organically Growing Fee-Based Financial Advisors (RIAs)

December 1, 2022

Tiburon Webinars

Discount & Online Brokerage Firms

Providers of App-Based Trading and/or Financial Advice

November 23, 2022

Tiburon Webinars

Sustainable Investing

Environmental, Social, & Governance (ESG) Investing & Impact Investing

November 17, 2022

Tiburon Webinars

Tiburon CEO Summit XLIII Keynote Presentation

Five Key Wealth & Investment Management Industry Trends

November 10, 2022

Tiburon Webinars

The Future of Wealth & Investment Management

Defining the Winning Product, Channel, & Tactical Strategies

November 3, 2022

Tiburon Webinars

Insurance Products

The Rapid Emergence of InsurTech & an Increasing Role for Non-Insurance Agent Financial Advisor Channels

October 27, 2022

Tiburon Webinars

Financial Planning

Retirement Income for Mass Affluent, Estate Planning for High Net Worth, & Tax Efficient Investing for All

October 20, 2022

Tiburon Webinars

Alternative Investments

Wealth Managers Increasing their Usage of Private Equity, Private Credit, & Real Estate

October 13, 2022

Tiburon Webinars


History, Grape Varietals, Wine Producing Regions, & Future Predictions

October 6, 2022

Tiburon Webinars

Index Investing

The Increasing Dominance of Exchange Traded Funds (ETFs) & the Rapid Emergence of Direct Indexing

September 15, 2022

Tiburon Webinars

Elections, Legislation, & Regulations

President Biden and the Securities & Exchange Commission's (SEC's) Aggressive Rulemaking Agenda, the 2022 Mid-Term Congressional Elections, and Potential Post Election Stagnation

September 1, 2022

Tiburon Webinars

College Planning & the College Savings Market

Planning & Paying for College

June 9, 2022

Tiburon Webinars

Life & Health Insurance Products

Health Care, Disability, Long-Term Care, Annuities, & Life Insurance Products

May 13, 2022

Please contact Sarah Sage if you require a Tiburon web site username & password