Tiburon Membership

Tiburon offers its Tiburon Membership program on a calendar year basis. Tiburon Members enjoy three key benefits, including:

  • Tiburon CEO Summits (semi-annual; qualified executives only)
  • Tiburon Webinars (Tiburon Weekly Webinars; Tiburon One-on-One Webinars; Tiburon Web Site Webinars)
  • Tiburon Written Research (over 3,000 topics; open to all employees)

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 wealth & investment management (and related WealthTech) businesses. Tiburon has historically held its unique semi-annual Tiburon CEO Summits for its executive-level members 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), general session CEO panel discussions, & CEO roundtable sessions. Fireside chats are wide ranging conversations between current and prior Tiburon CEO Summit award recipients and Tiburon Managing Partner Chip Roame. Tiburon Talks often address public policy issues & corporate governance issues. General session CEO Panel discussions are structured to solicit alternative views from four or five CEOs each and/or from various industry players, including consumers, financial advisors, gatekeepers, stock analysts, venture capitalists, investment bankers, private equity investors, journalists, & others. CEO roundtable sessions allow for more in-depth discussions on timely topics as chosen by attendees.

To view the photo gallery from Tiburon CEO Summit XL, please click here.

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 members.

More details on Tiburon CEO Summits can be found here

Tiburon Webinars

Exclusively for Tiburon members, Tiburon is able to deliver detailed presentations and/or actively participate in detailed conversations on a wide range of products and markets within the wealth & investment management (and related WealthTech) markets, with the capability to be hosted in a virtual environment without significant lead time.

Tiburon members engage Tiburon to make industry presentations to its executives and/or board members. Often times, Tiburon CEO-level executives attending its Tiburon CEO Summits wish to have Tiburon's keynote presentation delivered to broader groups of its executives. Tiburon can address topics from a variety of angles, and can also combine topics to make longer or broader seminars for members interested in multiple markets or products.

Tiburon has specifically been tasked by many member firms to deliver presentations and lead brainstorming sessions with boards of directors, senior management teams, venture capital teams, & other groups. Tiburon Webinars are a great way to kick-off board meetings, management committee meetings, & sales meetings.

This ability is based upon both the depth of Tiburon's existing written industry knowledge (over 3,000 topics and 2.0 million PowerPoint charts and graphs) and its broad CEO-level industry contacts. As a result, Tiburon Webinars have become the ideal forum for Tiburon members who need a quick and yet thorough understanding of industry dynamics and leading players in growing markets. This is also an ideal low-cost method for new Tiburon members to tap into the firm's years of industry experience and prior research efforts.

Tiburon Webinars are offered in three formats, including:

  • Tiburon Weekly Webinars: (weekly; open to all employees). Tiburon Weekly Webinars offer the opportunity to listen in live to hear the insights of Tiburon Managing Partner Chip Roame on leading edge topics, covering product areas, distribution channels, tactical issues, & strategic issues. Tiburon Weekly Webinars are generally scheduled on Thursdays at 10:00am PT & 1:00pm ET and are open to all employees of Tiburon member firms, irrespective of title.
  • 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.
In ad-hoc member advice for CEOs, Tiburon and its Managing Partner Chip Roame reaches out to each Tiburon member semi-annually, with the specific intent to learn the latest news from Tiburon members, incorporate such into Tiburon Written Research, and offer any ad hoc advice. The Tiburon team wants to be able to engage in the business strategy of each of its members, and Tiburon publishes and promotes research of each of its members, which we understand, generally leads to business development opportunities for the members.

Tiburon Written Research

Tiburon Written Research represents the firm's underlying research (coverage of over 3,000 topics with over 2.0 million unique PowerPoint charts). Tiburon's goal is to help educate Tiburon members in a low-cost way on a wide variety of topics in the wealth & investment management (and related WealthTech) markets. Tiburon's Written Research covers product areas, distribution channels, tactical issues, & strategic issues. Tiburon also publishes profiles of financial services firms.

Tiburon Membership offers unlimited access to all of its research for all of a member firm's employees for an entire calendar year, helping Tiburon members 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.

To view a sample Tiburon Written Research report on Discount & Online Brokerage Firms: Providers of App-Based Trading and/or Financial Advice, please click here or on the slide image to the right.

To watch a sample Tiburon Webinar on Discount & Online Brokerage Firms: Providers of App-Based Trading and/or Financial Advice, please click here.

To request access to one complimentary Tiburon Webinar, please email Sarah Sage.

More details on Tiburon Webinars & Tiburon Written Research, as well as a calendar of upcoming Tiburon Webinars can be found here


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