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3PM Conferences


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

Annual Conference

3PM’s Annual Conference provides insight, education, networking and more!

For two days, 3PM members access a critical 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.

Additional information coming soon.

Idea for a session at the conference? Want to get involved and help? Reach out to us at if you have any questions about the event or would like to volunteer to help plan the conference.

Check out the 3PM 2018 Annual Conference

Manager Exchange!

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 - Virtual Edition! Save the Date

When: Thursday May 9 from 1:00 - 3:00 pm EDT

More information and Registration coming soon.

Manager Exchange LIVE! Save the Date

When: Wednesday, November 13

Where: NYC

More information and Registration coming soon.

3PM Webinars


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

3PM @ 3pm Webinar Series

How Digital Marketing Can Support Sales Teams

When: Tuesday, March 26 at 3:00 pm EDT

Topic: Dan Quinn of DQ Communications and Dan Sondhelm of Sondhelm Partners will discuss why you should consider a digital marketing strategy to support your sales team:

  • Why supporting your sales teams with digital marketing makes sense

  • The “brochure” on the Website is obsolete

  • What types of content may be the most useful

  • Why news stories may be the most credible source of content

  • How to go beyond the “blast” email to engage prospects and clients

Click here to Register for this Webinar

Communication Essentials - Save the Date!

When: Tuesday, April 30 at 3:OO pm EDT

Darien Gould of DG Analytics and Trisha Sandoz of IMSS, LLC will be on hand to discuss the importance of communication through marketing collateral, RFPs and industry databases.

Registration will open soon

Contracts - Save the Date!

When: Tuesday June 4 at 3:00 pm EDT

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.

Registration will open 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.

FireSide Chat

Topics of interest pertaining to Investment Managers

When: Tuesday, April 16, 2019 at 3:00 pm EST

Click here to Register

Click here to email us with any topics you would like us to cover on the webinar

Free Replays Available

WHAT’S NEW AT 3PM in 2019?

February 2019. Click here for the Replay.

REGULATORY UPDATE - What I Should Be Doing to Be Compliant?

January 2019. Click here for the Replay.

3PM Sponsorship


Want to work with 3PM? Be involved in the Association or our Events?


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.