• 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 (& related WealthTech) businesses.
• Tiburon Written Research (always available online; 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 (& related WealthTech) markets.
• Tiburon Webinars (always available online; over 3,100 topics; open to all employees). Tiburon members can access prior Tiburon Webinars and hear the insights of Tiburon Managing Partner Chip Roame and other Tiburon team members on leading edge topics in the wealth & investment management (& related WealthTech) markets.

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

• All the above Tiburon corporate member benefits
• Tiburon CEO Summit Broader Participation Opportunities: Tiburon CEO Summit 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 CEO Summit steering committee members participation call (held around the three-month mark) and volunteer themselves as moderators & facilitators
  • Speakers: All 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. All speakers are eligible for consideration once 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 CEO Summit steering committee member attendees are provided detailed attendee lists and are eligible to participate in the onsite Tiburon CEO Summit steering committee members only meeting held Monday preceding the start of each Tiburon CEO Summit to review the attendee list
• Tiburon CEO Summit Steering Committee Member Board Member & Senior Advisor Passes: Tiburon CEO Summit steering committee members are able to continuously invite their publicly listed board members & senior advisors to Tiburon CEO Summits. That said, title rules still apply, meaning board members & senior advisors must be listed at their full-time employers with qualifying titles to be eligible. Existing Tiburon individual 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 Steering Committee Members Guest Passes: Tiburon CEO Summit steering committee members are able to invite an unlimited number of Tiburon CEO Summit steering committee member guests one time each to Tiburon CEO Summit 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, etc.