Tiburon CEO Summit Sponsors
Due to the incredible demand from a large number of its executive-level clients to attend the Tiburon CEO Summits, Tiburon now holds the Tiburon CEO Summits at the Ritz Carlton Hotels in New York, NY & San Francisco, CA. Several long-time Tiburon clients have supported Tiburon in this move.

Tiburon CEO Summit XXIII Sponsors


Tiburon clients Advisor Software, Alston & Bird, AXA Advisors, Charles Schwab, Discovery Data, DST Systems, Envestnet, EverBank Financial, Fidelity Investments, Fiserv Investment Services, Genworth Financial Wealth Management, Jefferson National Financial, LPL Financial, My Vest, Orion Advisor Services, RBC Correspondent Services, SEI Investments, State Street Global Advisors, TD Ameritrade Institutional, TrustFort, & Vestmark are offering financial support for Tiburon CEO Summit XXIII.


Tiburon CEO Summit XXIII Sponsors
Advisor Software
 Alston & Bird
 AXA Advisors
Charles Schwab
 Discovery Data
 DST Systems
Envestnet
 EverBank
 Fidelity Investments
Fiserv
 Genworth Financial
 Jefferson National
LPL Financial MyVest TD Ameritrade
RBC Correspondent Services SEI Investments State Street
TD Ameritrade TD Ameritrade TD Ameritrade

Tiburon CEO Summit XXIII Sponsorship Opportunities

In an ongoing effort to share its research with its clients, for the past twelve years, Tiburon has hosted a unique series of semi-annual events called the Tiburon CEO Summits. Aside from presenting Tiburon research, each Tiburon CEO Summit features a terrific list of CEO-level guest speakers, break-out sessions, casual dinners, and lots of networking time with a very senior group of clients. To maintain an intimate setting, each Tiburon CEO Summit is limited to 200 CEO-level attendees, all of whom are Tiburon clients. Tiburon clients include CEOs from investment management firms, banks, brokerage firms, insurance companies, related technology companies, & other firms. Frankly, many of the attendees are likely clients or partners of the most appropriate Tiburon CEO Summit sponsors.

Tiburon seeks to build a group of sponsors who can envision participating for the long-term. The cost to become a sponsor for a Tiburon CEO Summit is $15,000 ($30,000 for the two Tiburon CEO Summits each year). Tiburon CEO Summit sponsors are also asked to contribute contacts lists. Tiburon CEO Summit sponsors receive:

  • Attendance for all sponsor C-level executives and executive vice presidents
  • One time client passes (again for C-level executives and executive vice presidents)
  • Broader participation opportunities
  • Attendee access & enhanced networking
  • Publicity & brand association
  • Tiburon Research Access Program (annual subscription) ($25,000 value)

Tiburon would specifically like to add the key service providers to its CEO & executive vice president level clients as sponsors; these might include:

  • Investment banks
  • CPA firms
  • Law firms
  • Executive recruiters
  • Advertising firms
  • Public relations firms
  • Core technology providers

To become a Tiburon CEO Summit Sponsor, please email Sarah Sage. Sarah or another Tiburon team member will be happy to explain the sponsor benefits package in more detail to any qualified attendee (e.g., C level executives, executive vice presidents, & other business heads).