Tiburon Managing Partner Chip Roame presents to a group of wealth & investment management (& WealthTech) executives in San Francisco, CA

Tiburon is able to deliver detailed presentations and/or actively participate in detailed conversations on a wide range of products and markets within the wealth & investment management (& WealthTech) markets, without significant lead time.

This ability is based upon both the depth of Tiburon's existing written industry knowledge (over 3,100 topics and 2.0 million PowerPoint charts and graphs) and its broad CEO-level industry contacts. As a result, Tiburon Market Seminars, Training, & Conference Speeches have become the ideal engagement for Tiburon members who 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 members to tap into the firm's years of industry experience and prior research efforts.

Tiburon can conduct sessions on hundreds of topics, can address topics from a variety of angles, and can also combine topics to make longer or broader sessions for clients interested in multiple markets or products. Currently popular market topics are listed on the firm's research web page.

Tiburon's primary speaker is its Managing Partner Chip Roame, who is dedicated to sharing the firm's research and who leads about seventy-five events per year, possibly making him the most frequent speaker in the industry. Tiburon's research & publishing directors are also available as speakers.

Tiburon Market Seminars

Many Tiburon members engage Tiburon on either an annual or semi-annual basis to make industry presentations to their executives and/or board members. Often times, Tiburon CEO-level clients attending its Tiburon CEO Summits wish to have Tiburon's keynote presentation also delivered to broader groups of its executives. Tiburon executives have specifically been engaged by many firms to deliver presentations and lead brainstorming sessions with boards of directors, senior management teams, venture capital & private equity teams, and other groups. Tiburon Market Seminars are a great way to kick-off board meetings, management committee meetings, & sales meetings.

Tiburon Market Seminars often last two-to-six hours (depending on the Tiburon member's needs) and can include a 50-300+ page overview regarding the chosen markets.

Tiburon Market Seminars are billed at the day rate of the Tiburon participant ($20,000 for its Managing Partner & $10,000 for Tiburon research & publishing directors) for Tiburon CEO Summit Steering Committee Members & Tiburon Corporate Members, and $35,000 for non-Tiburon Members, plus travel expenses. Tiburon Market Seminars can also be structured to take place in an online setting which would incur no travel expenses.

Tiburon Training

Tiburon Training is ideal for Tiburon members who wish to educate a wider employee base with a thorough understanding of industry dynamics and leading players in growing markets.

Tiburon Training can be tailored to meet a member and audience's needs:

• New employees groups
• Executive leadership training
• Firmwide annual training

Tiburon Training often lasts two-to-six hours (depending on the Tiburon member's needs) and can include a 50-300+ page overview regarding the chosen markets.

Tiburon Training is billed at the day rate of the Tiburon participant ($20,000 for its Managing Partner & $10,000 for Tiburon research & publishing directors) for Tiburon CEO Summit Steering Committee Members & Tiburon Corporate Members, and $35,000 for non-Tiburon Members, plus travel expenses. Tiburon Training can also be structured to take place in an online setting which would incur no travel expenses.

Tiburon Conference Speeches

Tiburon Conference Speeches are continuously updated and share insights from the firm's ongoing research efforts (Tiburon has no canned speeches). The firm's most popular speech topics evolve with market trends and Tiburon's research agenda. Tiburon usually has 15-20 topics that are in high-demand and for which the firm has recently completed research at any given time.

Tiburon's Managing Partner has given hundreds of speeches to wealth & investment management (& WealthTech) executives and financial advisors. Common audiences for Tiburon's Managing Partner include:

• Financial advisor annual conferences, top producers trips, regional forums, & due diligence trips
• Employee meetings
• National & regional trade group meetings

No other industry executive likely has as broad a view of the key developments across the wealth & investment management (& WealthTech) industry, and many conference planners find The Future of Wealth & Investment Management topic to be the perfect starting point for their conferences year-after-year. Other currently popular Tiburon speech topics are listed on Tiburon's research web page.

A typical Tiburon speech lasts from one-to-two hours and is supported by 40-60+ PowerPoint slides. Tiburon is happy to share its slides with audience members.

Tiburon Conference Speeches are billed at the day rate of the Tiburon participant ($20,000 for its Managing Partner & $10,000 for Tiburon research & publishing directors) for Tiburon CEO Summit Steering Committee Members & Tiburon Corporate Members, and $35,000 for non-Tiburon Members, plus travel expenses. Tiburon Conference Speeches can also be structured to take place in an online setting which would incur no travel expenses.

Tiburon Market Seminars, Training, & Conference Speeches Scheduling

If you would like to schedule a Tiburon Market Seminar, Training, &/or Conference Speech, please contact Sarah Sage at SSage@TiburonAdvisors.Com.

Tiburon Market Seminars, Training, & Conference Speeches Travel Policy

Tiburon bills for travel expenses in addition to speaking fees but for no other office expenses. Tiburon's Managing Partner and research & publishing directors fly first class (business class when available on entire route) primarily from San Francisco, CA. Invoices are due upon receipt.