Tiburon Training

Tiburon is able to deliver detailed training programs on a wide range of products and markets within the banking, insurance, brokerage, and investment management markets without significant lead time. This ability is based upon both the depth of its existing written industry knowledge (over 3,000 topics and 2.0 million PowerPoint charts and graphs) and its broad CEO-level industry contacts. As a result, 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. This is also an ideal low-cost method for new Tiburon clients to tap into the firm's years of industry experience and prior research efforts.

Tiburon Training Examples

The crux of engaging for Tiburon Training is that an institutional client is engaging Tiburon for simply one day. Tiburon Training can be tailored to meet a client and audience's needs:

  • Large group of new employees
  • Executive leadership industry training & update
  • Firmwide annual industry training & update

Tiburon Training Details & Fees

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 Insiders & Tiburon Members and is billed at the day rate of Tiburon's Managing Partner. Fees are $20,000 for Tiburon Insiders & Tiburon Members, plus travel expenses. Tiburon Training can also be structured to take place in an online setting.

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.

To learn more about related Tiburon services, see the sections titled Tiburon Research, & Conference Speeches.If you would like more details on any of the topics or would like to schedule a market seminar, please contact Sarah Sage at SSage@TiburonAdvisors.com or 415-789-2540.