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3PM Conferences


3PM offers Members both in person and virtual conferences and Events.

Annual Conference

3PM’s Annual Conference is designed to meet the needs of sales and marketing professionals, whether they are 3PMs, employees of an asset manager or an independent service provider.

At 3PM, we acknowledge the massive change occurring in our industry each day, and our annual conference allows professionals to get a thorough understanding of these changes. Attendees can discuss these challenges with fellow professionals, which will help them to strategically plan for the future.

The conference serves as a casual and intimate environment perfect for networking and knowledge building. Combining structured thought‐provoking panels and free‐flowing networking sessions, attendees can expect to discuss various marketing, sales, regulatory and investment trends that present challenges and opportunities for our industry in the year ahead. Attendees are given a unique opportunity to network face-to-face, and glean new insights from experienced  speakers in the industry.


3PM 2019 Annual Conference
featuring Manager Exchange LIVE!

Where: New York City

When: November 13 - 14, 2019

  • Manager Exchange LIVE! - November 13

  • Cocktail and Dinner networking opportunity - November 13

  • Full day of conference sessions on Thursday November 14.

Click Here to See More information about the Conference including Registration.


3PM Offers industry service providers and vendors a variety of ways to work with the Association and to get involved with our Events. Categories include:

  • Preferred Partner

  • Sponsorships

  • Member Benefit Provider

  • Media Partner

  • Association Partner

Click here to get our 2019 PARTNERSHIP KIT and learn more about how to work with 3PM.

Did you know that most of 3PM’s Partners work with at least one of our Members? Some work with many of our Members. Referrals are the primary way that 3PM finds its Partners.

Have a product or service that you use in your business? Think others can benefit by working with this Vendor as well? Why not reach out and let us know all about them. Contact Us at

Want to learn more about 3PM’s current Partners? Check them out by clicking here.

3PM Webinars


Our Webinars provide insight into the industry from the comfort of their own home or office.

3PM @ 3pm Webinar Series

Essentials Communications - a three part series

Part II - Are you “Social” enough? or How to Win More Clients by Blogging

When: Tuesday August 6, 2019 at 3:00 EDT

Who: Darien Gould of DG Analytics will moderate a discussion with Susan Weiner of Investment Writing and author of Financial Blogging: How to Write Powerful Posts That Attract Clients .

Topic: Are you trying to generate interest in your investment strategies and engage new prospects? Targeting potential clients by blogging original content is an great way to accomplish this! An effective blog will raise an investment manager’s visibility while addressing common concerns of prospects and clients.

In this webinar, you’ll learn:

1.     Benefits of blogging

2.     How to generate topics

3.    The length of an effective blog post

4.     How to get the word out about your blog

5.     What if your investment professionals are lousy writers—or
don’t like to write?

6.     Editing tips

Register for the webinar by
clicking here


Part III - Collateral Damage

Topic: Trisha Sandoz of IMSS and Stewart and Yvonne Dier from Dier Associates will focus their discussion on collateral marketing materials, including presentations and fact-sheets. Panelists will discuss a variety of topics including:

  • Developing content that matters

  • Finding the balance between words and graphics

  • Common issues with collateral materials

  • Ensuring consistency across the suite of materials

  • Customized versus Standardized presentations

  • Producing compliant collateral

When: August 27, 2019. Date 3:00 EDT

Register for the webinar by
clicking here


Topic: Susan Bryant of Phillips Murrah will be on hand to discuss must have contract terms. This session is for both 3PMs and Managers planning on entering into an agreement for sales and marketing services.

When: September 2019. Date TBD.

More information coming soon!

FireSide Chats

FireSide Chats are conference calls where members get together to discuss a specific topic of interest. Members get to engage in a dialogue with the 3PM Board and determine topics of interest

3PM Sponsorship

Manager Exchange Events

3PM offers Managers looking for sales and marketing help an opportunity to showcase their product.

Manager Exchange Events

Manager Exchange provides investment managers the opportunity to take the podium; to present their capabilities in front of a dedicated audience of highly experienced, industry leading third party marketing firms and receive feedback on their presentation.

Manager Exchange LIVE! Save the Date

When: Wednesday, November 13

Where: NYC

Click here to learn more about Manager Exchange LIVE!, pricing options or to Register now.