- 2013 Annual Conference Agenda
- Attendee List 2013
Day 1 - April 3, 2013
Day 2- April 4, 2013
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Documents and Resources
Third Party Marketers Association is pleased to provide our members with the following resources.
3PM 2013 Annual Conference - Boston
Legislative and Regulatory Information
Articles/Presentations of Interest
3PM 2011 Annual Conference - Boston
Past 3PM Meeting Agendas
The Transformation of 3PM Contracts and Compensation (April 4, 2012)
This webinar was a continuation of the session from 3PM's 2011 Annual Conference. The investment industry has undergone a number of significant changes that affect the way a third party marketer operate and get paid. Dodd-Frank has mandated new regulation while bills like AB 1743 have prohibited a marketer from earning a contingency fee. Given these changes, third party marketers can no longer conduct business the way they used to. Our panel of industry experts, including discussed how all of these factors impact a third party marketerís contracts and compensation structure and will offer creative ways to earn a living while still working within the confines of the rules. Click HERE for an agenda from the webinar. Panelists included: Larry Beaupre from Proskauer Rose, LLP, Charlie Bartz from Berchwood Partners and Matthew Eisenberg from Finn Dixon & Herling LLP. The webinar was moderated by Mike Pereira of Hedge Fund Law Report.†
To view playback:
State of the States: Insight into the current regulatory environment for 3PMs (June 29,2011)
The 3PM Strategy Committee has been working on a project to identify the specific rules and regulations that apply to Third Party Marketers who want to work in certain States. While SEC Rule 206-5-4 applies to all activities across the country, many States have enacted additional regulations that apply to 3PMs working with the Public Pension Funds in their jurisdiction. Some States now require registration as a Lobbyist, others ban the use of contingency fees while other have instituted an outright ban on 3PMs working with any public pension plans in their State. The State of the States webcast, which was the first in a series, will help 3PMs sort all of this out. Presenters explained what 3PMs can expect when working in NY, CA, IL, KY, OH and NM. Panelists include: Frank Minard, Lisa Roth, and Charlie Bartz.†
Member Benefit Opportunities
Discounted Vendor Offers
The following Vendor discounts have been negotiated on behalf of 3PM Members. The Vendors listed were selected because they offered products and/or services that are of interest to our Members and because they expressed an interest in working with 3PM. The offers below are not endorsements by 3PM of any of the following vendors nor should they be construed a recommendation of one Vendor over any other who offers simnilar prodcuts and/or services. 3PM encourages all Members to conduct their own due diligence on these Vendors and their offers.
Please see the attached Member Benefit Package for more information on the offers available. Additional information may also available below.
Offers may change without further notice. We encourage all participants to contact vendors directly with questions/comments.
Analytical Tools - Databases & Software
Markov Processes International ("MPI")
Consulting & Sales Resources
CMA Promo - Plus
Sales Tools - Industry Data & Trends
Preqin - Profiles of Institutional Investors in Hedge Funds
Trade Publications & Newletters