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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:
Cryptocurrencies (Digital Assets)
A Bubble, a Universal Medium of Exchange, and/or an Emerging Asset Class?
March 23, 2023

Managed Account Programs
Continuing Emergence of Unified Managed Account (UMA) Programs, Direct Indexing, & Model Portfolios
March 16, 2023

Exchange Traded Funds (ETFs)
The Increasingly Dominant Package Product of Choice
March 9, 2023

Consumer Wealth
Consumers, their Money, Generational Segments, Wealth Segments, Geographical Segments, & Target Markets
March 2, 2023

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

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

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

Wealth & Investment Management Venture Capital
Substantial WealthTech Opportunities But a Challenging Capital Raising Environment
February 2, 2023

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

Wealth & Investment Management Technology & Outsourcing Strategies
Client Relationship Management, Financial Planning, & Portfolio Accounting Solutions Driving an Increasingly Sophisticated Technology Stack
January 19, 2023

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

Institutional Markets
Substantial Markets with Fastest Growth in 401K Plans, Foundations, Corporate Cash, & Sovereign Wealth Funds
January 5, 2023

Financial Advisor Channels
Full-Service Brokerage Firms; Independent Advisors; and Discount & Online Brokerage Firms
December 29, 2022

Full-Service Brokerage Firms
Wirehouses, Other National Brokerage Firms, & Regional Brokerage Firms
December 22, 2022

Independent Advisors
Independent Reps, Fee-Only Financial Advisors (RIAs), & Dually Registered Financial Advisors
December 15, 2022

Break-Away Brokers
The (Overstated) Trend of Captive Investment & Insurance Advisors Going Independent
December 8, 2022

Robo Advisors & Hybrid Digital Advice Providers
Some of the Fastest Organically Growing Fee-Based Financial Advisors (RIAs)
December 1, 2022

Discount & Online Brokerage Firms
Providers of App-Based Trading and/or Financial Advice
November 23, 2022

Sustainable Investing
Environmental, Social, & Governance (ESG) Investing & Impact Investing
November 17, 2022

Tiburon CEO Summit XLIII Keynote Presentation
Five Key Wealth & Investment Management Industry Trends
November 10, 2022

The Future of Wealth & Investment Management
Defining the Winning Product, Channel, & Tactical Strategies
November 3, 2022

Insurance Products
The Rapid Emergence of InsurTech & an Increasing Role for Non-Insurance Agent Financial Advisor Channels
October 27, 2022

Financial Planning
Retirement Income for Mass Affluent, Estate Planning for High Net Worth, & Tax Efficient Investing for All
October 20, 2022

Alternative Investments
Wealth Managers Increasing their Usage of Private Equity, Private Credit, & Real Estate
October 13, 2022

Wine
History, Grape Varietals, Wine Producing Regions, & Future Predictions
October 6, 2022

Index Investing
The Increasing Dominance of Exchange Traded Funds (ETFs) & the Rapid Emergence of Direct Indexing
September 15, 2022

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

College Planning & the College Savings Market
Planning & Paying for College
June 9, 2022

Life & Health Insurance Products
Health Care, Disability, Long-Term Care, Annuities, & Life Insurance Products
May 13, 2022

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