Tiburon Membership

Tiburon offers its Tiburon Membership program on a calendar year basis for only $25,000. Tiburon Members enjoy the following benefits:

  • Tiburon CEO Summits (semi-annual; qualified executives only)
  • Tiburon Research Calls (weekly; open to all employees)
  • Tiburon Written Research (over 2,400 topics; open to all employees)

Tiburon CEO Summits
Tiburon hosts 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'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 FinTech) businesses.

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 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 XXXVI, please click here or on the images above.

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 Research Calls

Tiburon Research Calls offer 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.

Tiburon Research Calls 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 members are also able to listen to past Tiburon Research Call podcasts via the specific topic pages on the Tiburon web site.

To listen to a sample Tiburon Research Call on Online Brokerage & Advice: The Rapid Emergence of Robo & Hybrid Models, please click here or on the podcast logo to the right.

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

More details on Tiburon Research Calls 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). 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 FinTech) 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 Online Brokerage & Advice: The Rapid Emergence of Robo & Hybrid Models, please click here or on the slide image to the right.

More details on Tiburon Written Research can be found here


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