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 3PM's upcoming Spring Forum in New York City!
3PM Spring Forum - "The Future of Third Party Marketing"
Tuesday, May 11, 2010
New York City
Please join us at the New York Society of Security Analysts (NYSSA) building in New York City on Tuesday, May 11, 2010 for 3PM's Spring Forum. Sessions will be held from 8am - 4:30pm.
Topics will include:
- the proposed placement agent ban
- strategies to cope with the changing regulatory environment
- industry best practices
- what the future may look like for 3PM firms
Registration is now open. If you would like to participate in this event, REGISTER HERE.
Please check back periodically to 3PM's Events page for updated Spring Forum information , including the event's agenda.
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Webcasts
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.
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.
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.
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.
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