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 XXV Sponsors


Tiburon clients Advent Software, Advisor Software, Alston & Bird, BNY Mellon, BrightScope, Brinker Capital, Charles Schwab, Citi, Discovery Data, Docupace Technologies, Envestnet, EverBank Financial, Fidelity Investments, FolioDynamix, Folio Institutional, Genworth Wealth Management, Jefferson National Financial, Larkin Point Investment Advisors, LPL Financial, McGladrey, My Vest, Orion Advisor Services, RBC Correspondent Services, Scottrade, SEI Investments, SIM Partners, State Street Global Advisors, TD Ameritrade Institutional, Trust Company of America, & Vestmark are offering financial support for Tiburon CEO Summit XXV.


Tiburon CEO Summit XXV Sponsors

Tiburon CEO Summit XXV 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. 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 is $30,000 a year. Tiburon CEO Summit sponsors receive:

  • Attendance for all sponsor C level executives, executive vice presidents, partners, and other business heads
  • One time client guest passes (again for C level executives, executive vice presidents, partners, and other business heads)
  • 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, partners, & other business heads).