The 3PM Games

 
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The Games

 

The 3PM Games is a series of weekly webinars. Each week, the webinars will feature at least two timely topics based on the theme for that week and will offer new insights to old ways of doing business. Webinars will be held at 10 AM EST each Tuesday in October.

On November 3rd at 3:00 PM EST, we’ll hold a follow-up Fireside Chat to discuss the Games. It is not mandatory to attend this session to get your discount on membership.

Sessions are open to all 3PM Members. Non-Members are also invited to participate.

There is no cost to attend The 3PM Games. It is free to members. In addition, firms that have one member of their staff attend all 4 sessions will receive $200 off their 2021 membership fee. Please note that the same individual does not need to attend all of the sessions. You can have 4 different people from your firm attend each session and you will still be eligible for the discount. This is an all our nothing deal! All members that qualify for the discount will be sent a special membership renewal link that will include their discount on 2021 Membership.

Cost is $100 per session for non-members. Non-Members can opt to pay $400 up front to participate in all four sessions and will receive their 2021 membership included in the price.

 

The Agenda and Registration


Business Operations

October 13, 2020 at 10:00 AM EST

The New Sale

October 6, 2020 at 10:00 AM EST

  • Regulatory Update - Lisa Roth, Monahan and Roth

  • New regulations impact on Marketing communications - Darien Gould, DG Analytics

  • Other Topic - TBD

Moderated by Donna DiMaria, Tessera Capital Partners, LLC

  • Trends in what is currently selling - Matt McCue, Financial Investment News

  • Consultant process and usage - Matt McCue, Financial Investment News

  • Shoring up your infrastructure: FAQs, DDQs, Scripts - Frank Minard, XT Capital

  • Trading Tech for Travel: Selling Online

  • Communications in the age of oversharing


Moderated by Ken Rogers, Arrow Partners

Member Registration

Member Registration

Non-Member Registration

Non-Member Registration

 
Member Registration

Member Registration

Non-Member Registration

Non-Member Registration

 
 

Click Here for the replay of the New Sale

Click Here for a copy of the Presentation Used during the New Sale

Click Here for the replay of Business Operations

Click Here for a copy of the Presentation Used during for Business Operations


Dynamic Marketing

October 20, 2020 at 10:00 AM EST

  • Databases & RFPs Best Practices – Trisha Sandoz, IMSS

  •   Digital Communications:

    • Video/Podcast Viewership and Ad Placement value-IRIS

    • Getting the Most out of LinkedIn -Dan Sondhelm, Sondhelm Partners

  • Product Structures and Channels - Kevin Guerrette, Ultimus Fund Solutions

Moderated by Sandra Powers, ARK Global

Global Allocators

October 27, 2020 at 10:00 AM EST

  • A panel discussion where asset allocators discuss how business has changed since the pandemic started and what it might look like in the future

    • What products are in demand?

    • How has communication with allocators changed?

    • Will we ever have in person meetings again?

    • Search activiy and due diligence

    • And more . . .

Moderated by TBD

Member Registration

Member Registration

Non-Member Registration

Non-Member Registration

 
Member Registration

Member Registration

Non-Member Registration

Non-Member Registration

 

Click Here for the replay of Dynamic Marketing

Click Here for a copy of the Presentation Used during Dynamic Marketing


Special Offer for Non Members

Register today for all four sessions and pay $400 now. You will immediately become a Member of 3PM through December 2021.

 
 

 

Fire Side Chat

November 3, 2020 at 3:00 PM EST

Wrap up and discussion regarding the Games

Moderated by Sandra Powers and Donna DiMaria