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; title-qualified executives only)
- Tiburon Keynote Presentation Webinar and Q&A Sessions (semi-annual; able to be organized by title-qualified executives; participation open to all employees)
- Tiburon Written Research (always available online; over 3,100 topics; available to all employees)
All Tiburon memberships run on a calendar year basis. Existing Tiburon members are invoiced on September 1 each year, with payment due by December 31. New Tiburon members joining before the April Tiburon CEO Summit are billed for the current year, with the understanding that they had access to both Tiburon CEO Summits and that Tiburon provides all new members access to all of its previously developed Tiburon Written Research & Tiburon Webinars. New Tiburon members joining after the April Tiburon CEO Summit are billed for the following year and Tiburon gives them free access for the remainder of the current year. Tiburon CEO Summits Tiburon Managing Partner Chip Roame speaks with Former The Vanguard Group CEO Bill McNabb during a Tiburon Fireside Chat at Tiburon CEO Summit XLIV 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 (& WealthTech) businesses. Tiburon has historically held its unique semi-annual Tiburon CEO Summits for its executive-level members in April in New York or Boston and in October in San Francisco or Dallas 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. CEO roundtable sessions allow for more in-depth discussions on timely topics as chosen by attendees. 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 To view the photo gallery from the most recent Tiburon CEO Summit, please click here. Tiburon members are able to schedule a Tiburon CEO Summit Keynote Presentation discussion with Tiburon Managing Partner Chip Roame or another Tiburon research & publishing director for no charge. Tiburon members will review the prior Tiburon CEO Summit Keynote video recording and participate in a Q&A session with Tiburon. Tiburon Keynote Presentation Webinar and Q&A Sessions Tiburon title-qualified executive members are able to schedule semi-annual Tiburon CEO Summit Keynote Presentation and Q&A sessions with Tiburon Managing Partner Chip Roame, or another Tiburon research & publishing director, for no charge. Tiburon members’ executives will be asked to review the prior Tiburon CEO Summit Keynote Presentation video recording and then Tiburon will join to participate in a Q&A session. Tiburon Written Research Tiburon Written Research represents the firm's underlying research (coverage of over 3,100 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 (& WealthTech) markets. Tiburon's Written Research covers product areas, distribution channels, tactical issues, & strategic issues. Tiburon also publishes profiles of wealth & investment management (& WealthTech) 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. More details on Tiburon Written Research & Tiburon Webinars, as well as a calendar of planned upcoming Tiburon Written Research can be found here To become a Tiburon member, please click here or contact Sarah Sage for more information
