Leading-Edge Investment Strategies & Associated Risks


Charles Roame

Managing Principal
TIBURON STRATEGIC
ADVISORS, LLC
Tiburon, California


We are pleased to have Chip Roame, Managing Principal of Tiburon Strategic Advisors, with us as our kick-off speaker to address leading-edge investment strategies and their associated risks. Chip's knowledge is both broad and deep, and he will address the typical sales positioning and resulting audit, risk, and compliance issues revolving around rapidly growing investment vehicles such as exchange traded funds, inverse and leveraged mutual funds, hedge funds, venture capital funds, private equity funds, real estate investments, and many other new products likely being used or considered by your institutions.

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