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Tiburon Strategic Advisors 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 (and related FinTech) markets, with the capability to be hosted in a virtual environment without significant lead time.
Exclusively for Tiburon members, Tiburon provides detailed presentations to enhance any forum:
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 Seminars, Training, & Conference Speeches have become the ideal forum 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'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 Market Seminars
Tiburon members engage Tiburon to make industry presentations to its executives and/or board members. Often times, Tiburon CEO-level executives attending its Tiburon CEO Summits wish to have Tiburon's keynote presentation delivered to broader groups of its executives. Tiburon can address topics from a variety of angles, and can also combine topics to make longer or broader seminars for members interested in multiple markets or products.
Tiburon has specifically been tasked by many member firms to deliver presentations and lead brainstorming sessions with boards of directors, senior management teams, venture capital teams, & other groups. Tiburon Market Seminars are a great way to kick-off board meetings, management committee meetings, & sales meetings.
Corporate Strategy Reviews
Dozens of Tiburon institutional clients engage Tiburon on either an annual or semi-annual basis to review their business strategies. The crux of a Tiburon annual review is engaging the firm's managing partner to review the client's strategy and offer verbal recommendations based upon Tiburon research knowledge. 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!
Board, Executive Offsite, Senior Management Team, & Sales Meeting Presentations
Other Tiburon institutional clients engage Tiburon on either an annual or semi-annual basis to make industry presentations to its 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 teams, & other groups. Tiburon Market Seminars are a great way to kick-off board meetings, management committee meetings, & sales meetings.
Tiburon Market Seminar Topics
Tiburon can conduct market seminars on hundreds 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 web 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.
Tiburon Market Seminars are billed at the day rate of Tiburon's Managing Partner. Fees are $20,000 for Tiburon CEO Summit Steering Committee Members & Tiburon Members, and $35,000 for non-Tiburon Members, plus travel expenses.
Tiburon Training
Tiburon Training is ideal for clients 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 client and audience's needs:
A typical Tiburon Training often lasts two-to-six hours (depending on the client's needs) and can include a 50-300+ page overview regarding the chosen markets.
Tiburon Training is offered only to Tiburon CEO Summit Steering Committee Members & Tiburon Members and is billed at the day rate of Tiburon's Managing Partner. Fees are $20,000 for Tiburon CEO Summit Steering Committee Members & Tiburon Members, plus travel expenses. Tiburon Training can also be structured to take place in an online setting.
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. At any given time, Tiburon usually has 15-20 topics that are in high-demand and for which the firm has recently completed research.
Tiburon's Managing Partner has given hundreds of speeches to both financial industry executives and financial advisors. Common audiences for Tiburon's Managing Partner include:
No other industry executive likely has as broad a view of the key developments across the 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 Tiburon's Managing Partner. Speaking fees are $20,000 for Tiburon CEO Summit Sponsors & Tiburon Members, and $35,000 for non-Tiburon Members, plus travel expenses.
Any topic would provide timely research-based conclusions and Tiburon is also willing to merge and custom-design topics to fit specific needs. If you would like to schedule a conference speech, please contact Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540.
Trade Group & Discount Policy
Tiburon's Managing Partner is in high demand for conference speeches, so the firm rarely discounts its fees. By far, the most prevalent example of Tiburon discounting is when its Managing Partner speaks for non-profit organizations. Tiburon recognizes the limited funds of non-profit trade groups and wants to contribute to the industry. As an effort in this regard, Tiburon is willing to either except payment form a sponsor organization and/or to waive its traditional speaking fees and deliver non-profit trade group speeches for any stipend (for instance, stipends have ranged from $5,000 to $15,000), plus travel expenses as described elsewhere on this page. Unfortunately, Tiburon must decline speech requests if travel expenses cannot be covered in their entirety along with at least some stipend.
The only other examples of discounting are when Tiburon's Managing Partners is engaged to speak on the same topic multiple times over a series of days (saves Tiburon preparation time) and/or when engaged to speak on the same day on different topics (saves Tiburon travel time).
Speakers Bureau PolicyTiburon is flattered by the attention from dozens of speakers bureaus that have sought to represent its Managing Partner as a speaker. 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 (e.g., $35,000 for Tiburon's Managing Partner), along with travel expenses as described above.
Cancellation Policy
Due to a few late cancellations after materials had been prepared or other speeches 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.
Tiburon Seminars, Training, & Speeches - Travel Policy
Tiburon bills for travel expenses in addition to speaking fees but for no other office expenses. Tiburon's Managing Partner flies first class (business class when available on entire route) primarily from San Francisco, CA. Invoices are due within thirty days.