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3PM News

Second Quarter 2012 Linkedin

Letter from the President

Dear Members,

Difficult to believe that we are at the midpoint of 2012 which for 3PM means the beginning of a new fiscal year – so Happy New 3PM Year! Board members are meeting to discuss our goals for the “new year” and fine-tune our strategy, renewal notices are out, Annual Conference plans are well under way, and 3PM News has a new look (which we hope you enjoy); it’s a busy time for the association.

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Letter from Headquarters

Gabrielle Copperwheat, Executive Director

3PM continues soaring into 2012 activities!

Did you know?
Did you know that 3PM just recently released an educational video about the Third Party Marketing business? Click here to watch now. Why not add it to your website or send it to your prospects? Contact the 3PM Office for more information.

With one webinar under our belt, a second about to air, the launch of a new interactive e-newsletter, the blastoff of the conference registration and the 2012 renewals period open, Headquarters is teaming with activity. Enthused by the success of the April webinar we look forward to seeing you attend the next webinar “The State of the States” that focuses on the States Consortium matrix and its growth and functionality. It is scheduled to take place on June 13th at 12:00 pm ET. We ask all our members to plan on attending, you should already have received a webinar invitation, but reminders will ensure that you keep this important date to the forefront of your calendar.

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3PM Membership Update

Stacy Havener, President

Did you know?
Did you know that registration is open for 3PM’s Webinar – The State of the States – Part II scheduled for June 13 at 12:00 EDT. More information is available in the strategy committee report and on the 3PM website.

On the heels of our well attended webinar on Contracts on April 4, 2012, 3PM has announced another webinar for June 13th with Frank Minard, Chair of the Strategy Committee and tireless co-creator of 3PM’s State Compendium, and Matt McCue, Managing Director of Financial Investment News. Frank and Matt will be unveiling the new and improved State Compendium which will not only help our members understand where they need to proceed with caution in certain states, but will now drill down to the plan level!

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Strategy Committee Report

Did you know?
Did you know that 3PM is looking for some new Board Members and Committee Chairs? Open positions include Chair of the Events Committee and Chair of the Member Benefits/ Sponsorship Committee. Contact Stacy Havener if you are interested in getting involved.

Frank Minard, Strategy Committee Chair

The Strategy Committee has been busy this quarter updating and upgrading the Compendium of Rules, Regulations and Restrictions impacting Third Party Marketers being promulgated by Public Entities, the majority of which are Public Defined Benefit Plans. We now simply refer to this Compendium as the State of the States.

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Membership Committee Report

Sandra Powers, Brian Fitzgibbon, Membership Committee Co-Chairs

Did you know?
Did you know that this year’s 3PM Annual Conference will be held on November 7 – 8, 2012 in Boston? Registration is open, why not register today!

By the time you receive this report, Membership renewal applications will have been sent by email on May 21st to all our valued association members. We are asking you to renew your membership and return your completed forms by July 15th as the new membership year starts on July 1st, 2012 and runs until June 30th, 2013. I cannot think of a more important time to be a member, it is clearly money well spent. The third party marketing business is becoming more difficult with uncertain market conditions, restrictive policies at some public funds, and with increased scrutiny and misunderstanding of our business by regulatory authorities.

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Trends in Investment Manager Searches

Sean Fitzgibbon, Communications & Marketing Committee

Total Searches

Total search activity, per FinancialSean Fitzgibbon, Communications and Marketing Committee Member Investment News, has hit a high since tracking began in 2005. Activity was very balanced as both alternative and traditional categories hit their respective highs, perhaps suggesting that investors are generally feeling better about the current investing environment. This is all conjecture of course, given the fact that we are examining a relatively small sample size. While the talking heads on CNBC continue to preach that markets are improving, it is clear that this is somewhat overshadowed by increased volatility in our increasingly global markets.

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Communications and Marketing Committee Report

Donna DiMaria, Communications and Marketing Committee Chair

Did you know?
Did you know that 3PM is revamping its Member Benefits Program? Let us know if you have any vendors you would like to participate in the program. Watch your inbox for more information about the program’s launch.

The Communications Committee has been extremely active of late working on new initiatives that will help improve 3PM’s communication with our members, make the look and feel of 3PM more consistent across mediums which will unify our identity and make navigation of our website and 3PM News quicker and more efficient.

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Upcoming Industry Events

Sean Fitzgibbon, Communications and Marketing Committee Member

Jul 18-19 AVCJ Singapore 2012 Singapore
Jul 23-25 OPAL Family Office and Private Wealth Forum2012 Newport, RI
Jul 23-25 OPAL Public Funds Summit East 2012 Newport, RI
Sept 12-14 II 13th Annual Family Office Wlth Conference Laguna Beach, CA
Sept 24-27 SuperReturn Asia 2012 Hong Kong, PRC

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Member Profiles

Did you know?
Did you know that you can support 3PM by joining one of 3PM’s Committees – All it takes is a few hours per month! Why not volunteer today?

Axxcess Capital
Axxcess Capital is a provider of advisory and distribution services for alternative investment managers, mutual funds and hedge funds seeking to raise capital or distribute products through a variety of channels. We provide specialized advisory services to our clients interested in broadening the scope of their alternative product’s reach, and creating the strategies that promote success for investors.

JLT Capital Partners
JLT Capital Partners focuses exclusively on business development for a highly select group of exceptional asset managers primarily in the alternatives space. We bring integrity, credibility and professionalism to the process of growing our clients’ assets in a thoughtful, strategic way, with the types of investors desired and best suited for their particular Funds.

MVision Private Equity Advisers USA, LLC
Founded in 2011 by Mounir Guen, CEO with offices in London, New York and Hong Kong, MVision works with clients from all areas of alternative assets. We have over 50 experienced professionals representing 16 nationalities with backgrounds in corporate finance, equity research, fundraising, investment banking, law, principal investing and real estate.

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