Events
Conferences
3PM offers Members both in person and virtual conferences and Events.
Annual Conference
Given the current environment, we are unable to hold our traditional in-person Annual Conference. Despite this, we know how much our member enjoy and appreciate the Annual Conference and we don’t want to dissapoint. So instead, this year we are hosting the
3PM Games
3PM 2019 Annual Conference
3PM’s Annual Conference is designed to meet the needs of sales and marketing professionals, whether they are 3PMs, employees of an asset manager or an independent service provider.
At 3PM, we acknowledge the massive change occurring in our industry each day, and our annual conference allows professionals to get a thorough understanding of these changes. Attendees can discuss these challenges with fellow professionals, which will help them to strategically plan for the future.
The conference serves as a casual and intimate environment perfect for networking and knowledge building. Combining structured thought‐provoking panels and free‐flowing networking sessions, attendees can expect to discuss various marketing, sales, regulatory and investment trends that present challenges and opportunities for our industry in the year ahead. Attendees are given a unique opportunity to network face-to-face, and glean new insights from experienced speakers in the industry.
3PM 2019 Annual Conference
featuring Manager Exchange LIVE!
November 13 - 14, 2019
Click Here to See More information about the Conference
Regional Roundtables
Groups of members in a geographic region get together to discuss topics of interest.
Webinars
Our Webinars provide insight into the industry from the comfort of their own home or office.
3PM @ 3pm Webinar Series
Webinars - 3PM’s webinar series 3PM @ 3pm offers different series based on the interests of our members. Past conference series have included topics such as:
Regulatory Updates
Marketing Communication
Distribution Channels
What’s New at 3PM?
Upcoming Webinars:
Stay tuned for upcoming webinars!
FireSide Chats
FireSide Chats are conference calls where members get together to discuss a specific topic of interest. Members get to engage in a dialogue with the 3PM Board and determine topics of interest.
Free Replays Available
3PM @ 3pm Webinars
2022
May 11, 2022 I 10 am EST: Around the World with CCR & MyFunds Office (France)
April 20, 2022 I 10 am EST: State of Database Impact Trisha Sandoz, IMSS
March 16, 2022 I 10am EST: Around the World with Arbutus (Canada)
February 9, 2022, Featuring David Frank, Stonehaven I NEXUS OF TECHNOLOGY & CAPITAL RAISING
January 19, 2022, featuring Stephan von Posern, Bohanan I AROUND THE WORLD WITH BOHANAN LTD
2021
3PM Games
Global Trends, presented by Jerome Gladis (MyFunds) and Stephan von Posern (Bohanan LTDI Watch Global Trends here.
New Marketing, presented by Matthew McCue, FIN News, and Neil Bathon, FUSE Research I Watch Allocator Update here.
Allocator Update, presented by Michael Corcelli, Founder & Chairman of FLAIA, and Nich Darsch, Senior Vice President of Ultimus Fund Solutions I Watch the recording here.
Brand Strategies, presented by Stacy Havener, Havener Capital I Watch her session here.
Regulatory Update, presented by Lisa Roth, Darren Kane and Donna DiMaria I Watch the Regulatory Update here.
Behind the scenes with Manco.Paris, Presented by Jerome Coirer, Manco Paris (July 21, 2021)
Marketing and Sales Update for 3PMs: Presented by Frank Minard, Managing Partner, Capital XT, LLC (May 26, 2021/3PM EST)
Regulatory Update 4/2021
2020
An Interview with Russ Mason Re: IMI Showcase - November 2020. For more information see materials on the IMI Showcase
3PM Games - October 2020
Understanding Digital Media Consumption & Opportunities - 7/2020
Institutional Opportunities: Asset Allocation Decisions - 6/2020
Introduction to 3PM’s Global Committee - 5/2020 [presentation]
Regulations and Compliance under COVID-19 - 4/2020 [presentation]
2019
What’s In your Databases? - 12/2019 [presentation]
Monetizing your Fund Distribution Network - 9/2019
Essentials Communications - Part III - Collateral Damage - 8/2019
Essential Communications Part II - Are you “Social” enough? or How to Win More Clients by Blogging - 8/2019
Fire Side Chat: 3PM - 6/2019
Essential Communications Part I - The Database Challenge - 4/2019
How Digital Marketing Can Support Sales Teams - 3/2019
WHAT’S NEW AT 3PM in 2019? - 2/2019
REGULATORY UPDATE - What I Should Be Doing to Be Compliant? - 1/2019
Manager Exchange Events
3PM offers Managers looking for sales and marketing help an opportunity to showcase their product.
Manager Exchange Events
Manager Exchange provides investment managers the opportunity to take the podium; to present their capabilities in front of a dedicated audience of highly experienced, industry leading third party marketing firms and receive feedback on their presentation.
Manager Exchange may be held Live or Virtually through the Web.
Partners
3PM Offers industry service providers and vendors a variety of ways to work with the Association and to get involved with our Events. Categories include:
Preferred Partner
Sponsorships
Member Benefit Provider
Media Partner
Association Partner
Click here to get our 2019 PARTNERSHIP KIT and learn more about how to work with 3PM.
Did you know that most of 3PM’s Partners work with at least one of our Members? Some work with many of our Members. Referrals are the primary way that 3PM finds its Partners.
Have a product or service that you use in your business? Think others can benefit by working with this Vendor as well? Why not reach out and let us know all about them. Contact Us at info@3PM.org
Want to learn more about 3PM’s current Partners? Check them out by clicking here.