Find A Third Party Marketer



Our annual Conference provides insight and more! Gathering together for two days, 3PM members are provided a real opportunity to network face-to-face, and glean new insights from experienced key speakers in the industry

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Our Webinars provide members and non-members tremendous insight into the industry from the comfort of their own home or office!

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We offer opportunities to join 3PM as a Third Party Provider member; and to sponsor editions of our quarterly, electronic newsletter 3PM News; our biannual Webcasts; and an assortment of events at 3PMs annual Conference. In addition, advertising opportunities exist in 3PM News; our Service Provider Directory; and on the 3PM website.

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Partnered Events

Opal EFF

The 18th Annual Endowment and Foundation Forum will provide a forum for free exchange of ideas concerning portfolio planning and investment strategies. Rather than focusing on a particular investment style, this endowment and foundation conference will tackle issues that are most germane to nation's endowments and charitable foundations by examining critical investment topics, as well as need to align fiscal strategy with goals of a particular organization. Participants and delegates will speak on a range of issues, including necessity for non-profit governance for endowments, means of capturing alpha in a portfolio, methods of choosing money managers, and problems of ethics and liability in fiduciary planning, as well as addressing pros and cons of investing in equity, fixed income, alternative, and real estate products. By targeting industry sectors, guest speakers and participants can gain a greater understanding of how organizations can utilize and dovetail with particular investment strategies.

Click to register and use 3PMEFF16 for a 15% discount for 3PM members.




3rd Annual Digital Marketing for Financial Services Summit (November 15-16, New York) is the largest Digital Marketing gathering specifically for the Financial Services Industry. Learn game changing strategies to increase omni-channel ROI, get ahead of disruptive technologies and use Big Data to increase ROI. This year gain insights from 8 in-depth case studies, 22+ financial digital experts, including 4 CMO’s and 7 Power Panels. Capitalize on the perfect opportunity to network and grow your professional network; Socialize, meet & interact with Financial Marketing Executives to grow your professional reach. Click to register and use 3PM20 for 20% discount.


3PM Events

2016 Annual Conference
October 19-20, 2016
Park Lane Hotel, New York

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The Manager Exchange is a central hub that facilitates matches between managers and marketers.

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Choosing a Third Party Marketer

Regulatory compliance, business development, ongoing education. 3PM membership offers support with these key issues and more.

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