Tiburon CEO Summit Attendee Policy

Tiburon maintains a list of over 4,000 executive-level clients at over 400 companies who have engaged the firm, many of whom have actively participated in prior Tiburon CEO Summits. Tiburon targets CEOs as the attendees and treats the events as rewards for its existing clients, not as prospecting events. If you are an executive-level Tiburon client and would like to participate in a future Tiburon CEO Summit, please contact Tiburon's Managing Partner Chip Roame. If you are a prospective Tiburon client, please contact Sarah Sage about qualifying.

More specifically, the Tiburon CEO Summits have two attendee policies:

  • Seniority: Tiburon is making a conscious effort to limit attendance to C level executives, executive vice presidents, and partners. Other managing directors, senior vice presidents, functional heads, and those with all other titles are not invited in order to keep the discussion focused on CEO-level issues. Tiburon hosts research calls in which client executives with other titles may wish to participate
  • Clients: Tiburon limits attendance to its existing clients. Tiburon defines its corporate clients as all firms that sponsor the Tiburon CEO Summits, subscribe to the Tiburon Research Access Program, and/or purchase at least a single day of consulting each calendar year. Tiburon hosts research calls in which executives at non-clients may wish to participate

Once invitations are extended, delegation is not allowed. Tiburon realizes that if substitutes are allowed, the firm may quickly end up hosting a vice presidents Summit, instead of a CEOs Summit. Due to the frequency and other commitments, many Tiburon clients attend Tiburon's CEO Summits only periodically, but are still granted seats as long as they remain active Tiburon clients.

Tiburon CEO Summits Title Qualification Policy

As noted above, Tiburon limits attendance to C level executives, executive vice presidents, and partners. Dozens of questions have arisen over the years. Tiburon has served over 400 corporate clients and in order to apply uniform rules has developed the following attendee policies:

  • Broadest Possible Definition of Corporate Clients: Tiburon liberally defines its corporate clients to include all title qualified executives at all businesses under common, even partial, ownership. Hence, an executive at one subsidiary may become eligible for attendance because an executive at another subsidiary purchased Tiburon services
  • Public Titles: Attendee qualification is based on each individual's title as advertised on the company web site and LinkedIn web pages. Tiburon is unwilling to list any attendee at a title that is not consistent with the firm's published materials
  • Most Senior Individual Title: Tiburon recognizes that some individuals have multiple titles (e.g., general counsel and senior vice president). As long as both titles are published on the firm's web site and/or the individual's Linked In web page, Tiburon is willing to apply the more senior title to the title criteria. In the case above, Tiburon would list the attendee only as the general counsel
  • Most Senior Firm Title: Tiburon recognizes that a few firms utilize titles such as managing director or principal as their most senior title. Many other firms have partners above these titles. If no more senior title exists on a firm's web site, executives in these roles are invited to attend. This often applies to venture capital & private equity firm partner-level individuals
  • Functional Head Titles: Functional head titles are defined as executives managing functions such as marketing, sales, distribution, operations, technology, or human resources. Functional heads are only invited if they have another qualifying title
  • First Time Attendees: Tiburon offers first time Tiburon CEO Summit attendees the opportunity to purchase a single topic research subscription for $5,000 in order to attend. This single topic subscription provides an invitation for only one first time attendee
  • Media Attendees: Tiburon invites publishing staff but not editorial staff
  • Board Members: Tiburon does not extend invitations to board members including non-executive chairmen. These same executives though are welcome to qualify in their full-time roles
  • Investors: Tiburon does not extend invitations to financial investors, e.g., venture capital & private equity firms, which have invested in Tiburon clients. These same executives though are welcome to qualify in their full-time roles

Tiburon frequently reviews its attendee policies in collaboration with sponsors at its quarterly Tiburon CEO Summit sponsors meetings. Tiburon is open to improvements in said policy. That said, no individual exceptions can be made as Tiburon seeks to maintain one policy for the more than 400 corporate clients it has served.

Tiburon CEO Summits Client Qualification Policy

Since Tiburon hosts the events, it is economic reality that the group must be limited to senior executives who have previously benefited from Tiburon's research-based strategy consulting services. Therefore, Tiburon CEO Summit attendees are sponsors; Tiburon Research Access Program subscribers; & those who purchase at least one day of consulting each year. A wide variety of options exists for those seeking to fulfill the client attendee policy:

Tiburon CEO Summit Sponsorship

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 $35,000 a year. Tiburon CEO Summit sponsors receive:

  • Attendance for all sponsor C level executives, executive vice presidents, and partners
  • One time client guest passes (again for C level executives, executive vice presidents, and partners)
  • Broader participation opportunities
  • Attendee access & enhanced networking
  • Publicity & brand association
  • Tiburon Research Access Program (annual subscription) ($25,000 value)
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, and partners). Visit the Tiburon CEO Summit Sponsors web page for more information.

Tiburon Research Access Program

Another easy way to continue as an ongoing Tiburon client is to subscribe to the Tiburon Research Access Program ($25,000), which gives all employees at a firm access to all Tiburon research for a calendar year. Most Tiburon CEO Summit attendees' firms subscribe to this service. A few creative suggestions from clients:

  • Subscribe to the Tiburon Research Access Program and assign it to mid-level executives as a gift (and a requirement to use to enhance their presentations back to you)
  • Subscribe to the Tiburon Research Access Program and give it as a gift to a key institutional or financial advisor client

Tiburon Consulting Time

Tiburon offers market seminars, strategy consulting, & other related services within the brokerage, investment management, wealth management, banking, & insurance marketplace.

Strategy consulting is the foundation of what is delivered at Tiburon. The firm believes that it has developed unique processes specifically to help financial institutions develop leading-edge business strategies. As a result, Tiburon has been engaged to lead a wide variety of strategic projects for a broad spectrum of product and service providers in the financial services industry. Tiburon's core capabilities are building on a firm's strengths, assessing its opportunities, & recommending specific product and market strategies. Tiburon's strategy consulting process is based on its in-depth market knowledge and extensive customized research conducted on behalf of its clients. Strategy consulting projects typically take two-to-three months to complete.

Tiburon utilizes rigorous research-based methods in helping its clients to develop leading-edge business strategies, and as a result, many other clients have engaged Tiburon to complete market research assignments. Market research projects are customized to address each client's specific area of interest, and can include internal capabilities assessments, competitor & market analysis, and client research. Research projects typically take four-to-eight weeks to complete.

Another easy way to engage Tiburon is to schedule a Tiburon executive for a conference speech or to present a half day market seminar to a firm's management team on any topic which Tiburon has previously researched ($25,000-$35,000 plus travel). A few creative suggestions from clients:

  • Engage a Tiburon partner or principal for a market seminar on any topic of interest to your board of directors and utilize Tiburon's participation at an upcoming board meeting or preparation day
  • Engage a Tiburon partner or principal for a market seminar on any topic of interest to your management team and utilize Tiburon's participation at a management team off site meeting
  • Engage a Tiburon partner or principal to give a conference speech at an employee or financial advisor conference or meeting
  • Sponsor a Tiburon partner or principal to give a conference speech at a non-profit trade group
  • Engage a Tiburon partner or principal for a market seminar and give it as a gift to a key institutional or financial advisor client
  • Engage a Tiburon partner or principal for a day and utilize the day to brief him/her on your business model (which will result in more thorough Tiburon research coverage)

Tiburon also sends invitations to executives at all firms that engage the firm for advisory board roles.

Four useful links:

Prospective clients can also contact Sarah Sage about becoming Tiburon clients.