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Tiburon Membership: Core Benefits Explained 

Tiburon Strategic Advisors is an investor in and advisor to FinTech & Financial Services companies. By becoming a Tiburon Member, your entire firm will benefit from Tiburon's deep industry knowledge and senior executives can participate in the semi-annual Tiburon CEO Summits.

Join as a Tiburon Member today and your firm will receive member benefits through to the end of 2020. This means that all title qualified executives at your firm could attend the next three Tiburon CEO Summits. Membership also includes access for all employees to Tiburon's weekly Tiburon Research Calls and over 2,400 Tiburon Written Research documents.

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Email Sarah Sage if you have any questions about Tiburon Membership and how you and your firm can begin to benefit immediately.


Tiburon CEO Summits

Tiburon's CEO Summits provide a unique opportunity for a select cross-industry group of senior executives to discuss a broad swath of issues regarding the future of the banking, insurance, brokerage, & investment management businesses.

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Tiburon CEO Summit XXXVI

Tiburon hosts its unique semi-annual Tiburon CEO Summits for its executive-level clients in April in New York and in October in San Francisco each year.

Tiburon CEO Summits last two-to-three days and focus on in-depth discussions of Tiburon research and leading-edge business models through fireside chats, Tiburon Talks (akin to TED Talks), panel discussions, & roundtable sessions. 

The Tiburon CEO Summits have become a hot ticket for industry executives. There is no cost to attend beyond one's travel & lodging expenses. Attendance is by invitation only; all attendees are ongoing Tiburon clients.


Tiburon Research Calls
Tiburon Research Calls offer members the unique opportunity to hear the insights of Tiburon Managing Partner Chip Roame on leading edge topics, covering product areas, distribution channels, tactical issues, & strategic issues.

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Tiburon Research Calls are generally scheduled weekly on Thursdays at 10:00am PT & 1:00pm ET and are open to all employees of member firms, irrespective of title.

Tiburon members are also able to listen to past Tiburon Research Call podcasts via the Tiburon website.

Recent topics have included:

More details and a calendar of upcoming Tiburon Research Calls can be found here


Tiburon Written Research

Tiburon Written Research represents the firm's underlying research (coverage of over 2,400 topics with over 2.0 million unique PowerPoint charts).

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Tiburon's goal is to help educate Tiburon members in a low-cost way on a wide variety of topics in the banking, insurance, brokerage, & investment management markets.

Tiburon's Written Research covers product areas, distribution channels, tactical issues, & strategic issues. Tiburon also publishes profiles of financial services firms.

Tiburon offers unlimited access to all of its research for all of a member firm's employees for an entire calendar year, helping Tiburon clients to consolidate their research needs & budgets. Tiburon membership allows Tiburon members to utilize the Tiburon research library web page as their personal industry knowledge library across all of their employees.

More details can be found here