• Tiburon CEO Summits (semi-annual; title qualified executives). Tiburon 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 wealth & investment management businesses.
• Tiburon Written Research (on demand; over 3,100 topics; open to all employees). Tiburon Written Research represents the firm's underlying research on a wide variety of topics in the wealth & investment management (and related FinTech) markets.
• Tiburon Webinars (Tiburon One-on-One Webinars; Tiburon Web Site Webinars):
  • Tiburon One-on-One Webinars: (on demand; all title qualified executives can schedule). Tiburon One-on-One Webinars are conducted with Tiburon Managing Partner Chip Roame on any of the 3,000+ Tiburon Written Research topics or company profiles. Tiburon member firms often use Tiburon Webinars to kick off board meetings, management committee meetings, & team offsites.
  • Tiburon Web Site Webinars: (on demand; open to all employees). Tiburon members can access prior Tiburon Research Webinars and hear the insights of Tiburon Managing Partner Chip Roame on leading edge topics in the wealth & investment management (and related WealthTech) markets.

A few dozen Tiburon members choose to participate in its Tiburon steering committee program, whereby Tiburon helps these firms best market themselves at the Tiburon CEO Summits. Tiburon steering committee members pay $35,000 per year. Tiburon steering committee members receive:

• All the above Tiburon member benefits
• Tiburon CEO Summit Broader Participation Opportunities: Tiburon steering committee members can propose their own CEO and other industry CEOs as speakers (Tiburon Talks, CEO general session panel discussions, & CEO roundtable discussions). All title qualified executives are also welcome to participate in the mid-cycle Tiburon steering committee members participation call (held around the three-month mark) and volunteer themselves as moderators & facilitators
  • Speakers: All day speaker spots are reserved for CEOs, presidents, chairmen, & vice chairmen (as well as managing partners & managing principals when these titles are used to recognize the most senior executive), as well as partners of venture capital, private equity, & investment banking firms. This includes only those with the most senior partner title if firms have multiple partner levels. Founder is not qualified as a speaker title because it does not necessarily signify one as the most senior executive. All speakers are eligible for consideration every two years
  • Moderators & facilitators: All title qualified attendees are eligible and can volunteer at each Tiburon CEO Summit
• Tiburon CEO Summit Attendee Access & Enhanced Networking: Tiburon steering committee member attendees are provided detailed attendee lists and are eligible to participate in the onsite Tiburon steering committee members only meeting held Monday preceding the start of each Tiburon CEO Summit to review the attendee list
• Tiburon CEO Summit Board Member & Senior Advisor Passes: Tiburon steering committee members are able to continuously invite their publicly listed board members & senior advisors to Tiburon CEO Summits. 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 Steering Committee Members Guest Passes: Tiburon steering committee members are able to invite an unlimited number of Tiburon steering committee member guests one time each to Tiburon CEO Summits as long as guests meet the title criteria (CEOs, other C-level executives, executive vice presidents, & partners) and have never previously attended a Tiburon CEO Summit. Common guests include clients, prospects, strategic alliance partners, board members, etc.