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Third Party Marketers Association is pleased to provide our members with the following resources.

3PM 2013 Annual Conference - Boston

Member Resources

3PM News

States Compendium

Legislative and Regulatory Information

Articles/Presentations of Interest

3PM 2011 Annual Conference - Boston

Past 3PM Meeting Agendas

Webcast Playback/Presentations

Windows Media Player 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:
To view Webcast Click HERE.

Windows Media Player 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.

To view playback:
To view Webcast Click HERE.
Presentation Slides Click HERE.

Windows Media PlayerArchived Webinar Playbacks and Presentations

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


Employment Resources

Fairfield University

Promotional Items

CMA Promo - Plus

Sales Tools - Industry Data & Trends

Preqin - Profiles of Institutional Investors in Hedge Funds

Trade Publications & Newletters


“3PM has proven to be an extremely useful resource for Tessera. Many of the Association's long-standing members have been very open to sharing their ideas and experiences with those of us new to contract marketing. Tessera has geartly benefited from our membership in the 3PM Assocation”

Donna B. DiMaria, CEO
Tessera Capital Partners, LLC
3PM Events

3PM Annual Conference 2014
Dates to be announced Soon