Find A Third Party Marketer

Events

Each year, 3PM holds multiple events to reach out to third party marketers from around the country and the world.

  • 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
  • Our Webcasts provide members and non-members tremendous insight into the industry from the comfort of their own home or office!
  • See below for more information on our upcoming conference in Chicago!!

Please join us for 3PM's Annual Conference

Hyatt Hotel, Chicago, IL (Near O'Hare Airport)

October 13th - October 14th, 2010

Registration is now open! Click HERE to register.

If you would like to sponsor, please click HERE.

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Webcasts

Windows Media Player Playback: Alternative Emerging Managers: Finding Success In Today's Marketplace

September 22, 2009 at 12:00 p.m. EDT, Alternative Emerging Managers: Finding Success in Today’s Marketplace, sponsored by Capital Z and Venable, LLP and moderated by Stephan Nicoleau, Managing Partner at Critical Value Advisors. Panelists include: Rory Cohen, Venable LLP, John Massy, Capital Z Asset Management and Michael Scanlon from HedgeCo.  Find their Biographies here!

Cost to non-3PM members is $100.00 USD; payment being charged to your credit card by clicking the "Buy Now" icon below.

 

Windows Media Player Playback: The Issues & Implications of a 3PM / Broker Dealer Relationship

January 29, 2009 at 12:00 p.m. EDT, a joint webcast between 3PM and NAIBD - sponsored by Kinetic Partners.

Presenters are Micah Taylor, who works in Compliance for Kinetic Partners; Lisa Roth, NAIBD Chair; Donna DiMaria, 3PM President, and Stacy Havener, 3PM Secretary and Events Co-Chair. Download full agenda now. 3PM members may replay this webcast free of charge by visiting the Member's Area. Cost to non-3PM members is $100.00 USD; payment being charged to your credit card by clicking the "Buy Now" icon below.


Windows Media Player Playback: State Registrations – A Guide for 3PMs

September 17, 2007 at 1:00 p.m. EDT, a 3PM-sponsored webcast.

Presenters are Joseph P. Borg, Director of the Alabama Securities Commission and President of the North American Securities Administrators Association (NASAA); Rex A. Staples, General Counsel of NASAA; and Tanya Solov, Director of the Illinois Securities Department and Vice Chairman of the Broker/Dealer Section of NASAA. The presenters explain the role of state securities regulators, how the NASAA differs from the NASD and SEC, how 3PM firms can work with state regulators and the current "hot" exam topics for state regulators. Download full agenda now. 3PM members may replay this webcast free of charge by visiting the Member's Area. Cost to non-3PM members is $50.00 USD; payment being charged to your credit card by clicking the "Buy Now" icon to the right of the title above.


Windows Media Player Playback: Compliance and Regulatory Issues Facing 3PMs Operating Broker/Dealers,

June 25, 2007, 1:00 p.m. EDT, a 3PM-sponsored webcast.

Presenters of this webcast are Dan Beaton and Ken George from FINOP and Compliance Services, who reviewed a number of specific requirements that directly pertain to 3PMs. In addition, several of the NASD's proposed rule changes that will affect 3PMs with broker/dealers (full agenda) will be discussed. 3PM members may replay this webcast free of charge by visiting the Member's Area. Cost to non-3PM members is $50.00 USD; payment being charged to your credit card by clicking the "Buy Now" icon to the right of the title above.

Join Us For The Upcoming
3PM Conference
October 13th - 14th in Chicago!

Register Here!

Choosing a Third Party Marketer

Five "litmus test" questions to help choose a third party marketing company.

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Why Join 3PM?

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

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