Tiburon Webinars & PowerPoints

Tiburon members are offered access to live 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?

September 29, 2022

Tiburon Webinars

Managed Account Programs

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

September 22, 2022

Tiburon Webinars

Index Investing

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

September 15, 2022

Tiburon Webinars

Consumer Wealth

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

September 8, 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

Independent Advisor
Mergers & Acquisitions

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

August 25, 2022

Tiburon Webinars

Financial Services Industry & FinTech Initial Public Offerings (IPOs)

The Coming Initial Public Offerings (IPOs) of Wealth Management and WealthTech Firms

August 18, 2022

Tiburon Webinars

Financial Services Industry & FinTech Venture Capital

Substantial Opportunities Across Wealth & Investment Management (WealthTech & InvestTech) Venture Capital

August 11, 2022

Tiburon Webinars

Financial Services Industry Staffing & Compensation Strategies

New Realities in Women & Minorities Opportunities

August 4, 2022

Tiburon Webinars

Financial Advisor Technology & Outsourcing Strategies

Continuing New Entrants, Consolidation, & Pending Initial Public Offerings (IPOs)

July 28, 2022

Tiburon Webinars

Financial Advisor Marketing & Lead Generation Strategies

The Growing Dominance of Content Marketing, Digital Marketing, Marketing Automation, & Institutional Workplace Strategies

July 21, 2022

Tiburon Webinars

Institutional Markets

Opportunities in Retirement Plans, Endowments & Foundations, & Other Institutional Markets

July 8, 2022

Tiburon Webinars

Financial Advisor Channels

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

July 6, 2022

Tiburon Webinars

Full-Service Brokerage Firms

Wirehouses, Other National Brokerage Firms, & Regional Brokerage Firms

June 30, 2022

Tiburon Webinars

Independent Advisors

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

June 23, 2022

Tiburon Webinars

Break-Away Brokers

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

June 16, 2022

Tiburon Webinars

College Planning & the College Savings Market

Planning & Paying for College

June 9, 2022

Tiburon Webinars

Online Advice Firms

The Rapid Rise of Robo Advisors & Hybrid Digital Advice Providers

June 3, 2022

Tiburon Webinars

Discount & Online Brokerage Firms

Providers of App-Based Trading and/or Financial Advice

May 26, 2022

Tiburon Webinars

Sustainable Investing (ESG)

A Growing Investment Strategy Driven by Women & Millennials and/or a Fundamental Industry Portfolio Management Shift

May 18, 2022

Tiburon Webinars

Life & Health Insurance Products

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

May 13, 2022

Tiburon Webinars

Tiburon CEO Summit XLII Keynote Presentation

Five Key Wealth & Investment Management Industry Trends, Including the Growing Wealth Management & WealthTech Mergers & Acquisitions Trends, and the Coming Initial Public Offerings (IPOs) Waves

May 3, 2022

Tiburon Webinars

The Future of Wealth & Investment Management

Defining the Winning Product, Channel, & Tactical Strategies

April 28, 2022

Tiburon Webinars

Financial Planning

Defining & Valuing the Components of Comprehensive Financial Planning

April 21, 2022

Tiburon Webinars

Alternative Investments

Increasing Financial Advisor Usage of Private Equity, Private Credit, & Real Estate

April 14, 2022

Tiburon Webinars

Wine

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

April 7, 2022

Tiburon Webinars

Exchange Traded Funds (ETFs)

The New Packaged Product of Choice

March 17, 2022

Tiburon Webinars

Financial Services Industry Mergers & Acquisitions

The Rapidly Consolidating Wealth & Investment Management and WealthTech Markets

February 24, 2022

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