Tiburon CEO Summit Attendee Policy


Tiburon targets CEOs as the attendees at its Tiburon CEO Summits, allows in only their title qualified direct reports, and treats the events as a core benefit of its Tiburon membership program, not as prospecting events. Tiburon maintains a list of over 11,000 title qualified executives at over 600 Tiburon members, over 2,400 of whom have attended prior Tiburon CEO Summits. If you are a title qualified executive at a Tiburon member firm, and would like to participate in future Tiburon CEO Summits, or a prospective Tiburon member, please contact Sarah Sage.

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

  • Members: All Tiburon CEO Summit attendees, aside from a few speakers, are Tiburon members. Tiburon does not pick & choose attendees, invite attendees based on popularity, or invite prospective members in a marketing effort
  • Seniority: Tiburon targets CEO attendees, and limits attendance to CEOs, other C-level executives, executive vice presidents, & partners at its 600+ corporate members. Tiburon invites the top 0.7% of its corporate members' executives. Executive directors, senior vice presidents, functional heads, and all others are not invited in order to keep the discussion focused on CEO-level issues

Tiburon CEO Summits Member Qualification Policy

Tiburon CEO Summit attendees are all Tiburon members.

Tiburon liberally defines its corporate members 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 joins as a Tiburon corporate member. Dozens of questions have arisen over the years about the corporate member qualification policy. In order to apply uniform attendee rules, the Tiburon CEO Summit steering committee has developed the following attendee policies:

  • Parent Company & Subsidiary Companies: Tiburon is well-aware of the rapid consolidation of the wealth & investment management (and related WealthTech) industries, and well-aware that some substantial companies are now subsidiaries (sometimes only partly owned) of even larger firms. Tiburon recognizes title qualified executives at both the corporate and the subsidiary level under one membership
  • Investors: Tiburon does not extend invitations to financial investors, e.g., venture capital & private equity firms, which have invested in Tiburon members. These same executives though are welcome to have their firms separately qualify. The inverse is also true; Tiburon does not extend invitations to executives at firms invested in by venture capital & private equity firm members. Again, these same executives though are welcome to have their firms separately qualify.

Three options exists for those seeking to fulfill the Tiburon member qualification policy, including:

  • Tiburon Steering Committee Membership
  • Tiburon Corporate Membership
  • Tiburon Individual Membership

If you are interested in becoming a Tiburon member, please click here, or contact Sarah Sage for more information

Tiburon CEO Summits Guest Policy

Tiburon generally does not invite guests or prospective members to attend the Tiburon CEO Summits, which is consistent with the view that the events are part of Tiburon's membership offering. There are three minor exceptions worth noting, including:

  • Tiburon CEO Summit Speakers: Tiburon invites speakers through a process unrelated to their membership status, and historical results suggest that about one-quarter of Tiburon CEO Summit speakers are not Tiburon members. Tiburon considers these individuals as speaker guests
  • Tiburon Steering Committee Member Guests: Tiburon steering committee members, as part of their benefits, are allowed to invite guests who are title qualified executives who have never previously attended a Tiburon CEO Summit. Tiburon steering committee member firms are also welcome to continuously invite their publicly listed board members & senior advisors. These two groups are considered Tiburon steering committee member guests. Existing Tiburon members joining the boards of existing Tiburon CEO Summit steering committee members mid-year can, upon request, be transitioned to being classified under that board role in subsequent years
  • Tiburon CEO Summit Speaker Guests: Tiburon welcomes those non-member speakers mentioned above to invite their title qualified colleagues (not friends or clients) as speaker guests so that their firm can more broadly experience the Tiburon CEO Summits

Tiburon CEO Summits Title Qualification Policy

Tiburon limits attendance at the Tiburon CEO Summits to CEOs, other C-level executives, executive vice presidents, & partners. Dozens of questions have arisen over the years about the title qualification policy. In order to apply uniform attendee rules, the Tiburon CEO Summit steering committee has developed the following attendee policies:

  • Title Structures: Tiburon recognizes that companies have varying title structures. Experience across 600+ corporate members suggests that the most common direct reports to CEOs are other C-level executives, executive vice presidents, & partners. Tiburon recognizes that certain industries have title policies that may conflict with these rules. That said, Tiburon cannot make one off exceptions. Some more specific rules:
    • Founders: Tiburon does not invite founders based on this title alone. If a founder is still employed at a Tiburon member firm, Tiburon evaluates the individual's present title at the firm, applying the Tiburon CEO Summit title qualification policy to that title.
    • Board Members & Senior Advisors: Tiburon does not extend invitations to Tiburon member firm board members and senior advisors, including non-executive chairmen. These same executives though are welcome to have their full time employers separately qualify or join as individual members. That said, one of the benefits of Tiburon CEO Summit steering committee members is their ability to invite their publicly listed board members and senior advisors. These are considered Tiburon CEO Summit steering committee member guests
    • Consultants: Tiburon does not extend invitations to individuals working as consultants at Tiburon member firms. These individuals though are welcome to have their firms separately qualify or join as individual members
    • Most Senior Individual Title: Tiburon recognizes that some executives have multiple titles (e.g., general counsel and senior vice president). As long as both titles are published on the member firm's website and/or the individual's LinkedIn web page, Tiburon is willing to evaluate the more senior title versus 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 principal or executive director as their most senior title. Many other firms have partners and/or managing directors above these titles. If no more senior title exists on a firm's website, executives in these roles are invited to attend but Tiburon certainly cannot invite principals and executive directors at firms with dozens or even hundreds of such
    • Professional Services Firms: Tiburon recognizes that professional services firms often utilize the partner title for executives of similar levels of seniority where wealth & investment management (& WealthTech) firms utilize the executive vice president and/or managing director title. Partners are welcome to attend the Tiburon CEO Summits but only those with the most senior partner title if firms have multiple partner levels
    • Functional Heads: Functional heads are defined as executives managing functions such as marketing, sales, distribution, operations, technology, and human resources. Functional heads are only invited if they have other qualifying titles
  • Verified Titles: Tiburon verifies all attendee titles through company websites and/or executive LinkedIn postings. Tiburon also sometimes requests organizational charts to further verify confusing titles. Tiburon is unwilling to list any attendee at a title that is not consistent with the firm's published materials

Tiburon frequently reviews its attendee policies in collaboration with its Tiburon CEO Summit steering committee at its quarterly Tiburon CEO Summit steering committee meetings. Tiburon is open to changes to said policy. That said, no individual exceptions can be made as Tiburon seeks to maintain one policy for its 600+ Tiburon members.

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