Educational Resources

The below list of potential references and reference materials is educational in nature and should not be construed as a recommendation, offer, nor advice to take any specific action. Please send your additional resource ideas for possible inclusion to info@3pm.org.

Books

•   Allen, James. As a Man Thinketh. New York: Peter Pauper Press, 1960.

•   Brooks, David. The Road to Character. New York: Random House, 2015.

•   Duhigg, Charles. The Power Of Habit: Why We Do What We Do in Life and Business. New York: Random House, 2012.

•   Gerber, Michael E. The E-Myth Revisited: Why Most Small Businesses Don’t Work and What to Do About It. New York: HarperBusiness, 1995.

•   Gladwell, Malcolm. Outliers: The Story of Success. New York: Little, Brown and Company, 2008.

•   Gladwell, Malcolm. The Tipping Point. New York: Little, Brown and Company, 2000.

•   Grove, Andrew S. Only the Paranoid Survive: How to Exploit the Crisis Points That Challenge Every Company and Career. New York: Currency Doubleday, 1996.

•   Jones, Meredith. Women of The Street. New York: Palgrave Macmillan US, 2015.

•   Keller, Gary. Papasan, Jay. The ONE Thing: The Surprisingly Simple Truth Behind Extraordinary Results. Texas: Bard Press, 2013.

•   Kim, W. Chan. Mauborgne, Renee. Blue Ocean Strategy: How To Create Uncontested Market Space And Make The Competition Irrelevant. Massachusetts: Harvard Business School Press, 2005.

•   Pink, Daniel H. Drive: The Surprising Truth About What Motivates Us. New York: Riverhead Books, 2009.

•   Sandberg, Sheryl. Lean In: Women, Work and the Will to Lead. New York: Alfred A. Knopf, 2013.

•   Stack, Jack. Burlingham, Bo. The Great Game of Business. New York: Doubleday, 1994.

•   Sun-tzu. Griffith, Samuel B. The Art of War. Oxford: Clarendon Press, 1964.

•   Wiseman, Liz. McKeown, Greg. Multipliers: How the Best Leaders Make Everyone Smarter. New York: HarperBusiness, 2010.

•   Zander, Rosamund Stone. Zander, Benjamin. The Art of Possibility. Massachusetts: Harvard Business School Press, 2000.

Contact Management Solutions

•   Act! Premium

•   C2CRM

•   Claritysoft CRM

•   GoldMine

•   Maximizer CRM

•   NetSuite

•   Salesforce

•   Sage CRM

Content Management Solutions

•   Box

•   Dropbox

•   SecureShare

•   Seismic

•   ShareFile

•   Synthesis Technology

Database Vendors

•   DG Analytics

•   IMSS

•   Jackson Analytics
 

Federal Regulation

•   CFTC (www.cftc.gov)

•   FINRA (www.finra.org)

•   MSRB (www.msrb.org)

•   NASAA (www.nasaa.org)

•   SEC (www.sec.gov)

Industry Conferences

•   Family Office Club

•   Family Office Exchange

•   Family Office Network

•   Morningstar

•   Opal Group

•   Schwab IMPACT

•   SkyBridge Alternatives (SALT)

•   TD Ameritrade

•   Wealth investment Exchange
 

Marketing Databases

•   Discovery Data

•   FIN Searches

•   Financial Media Group

•   PitchBook

•   Preqin

•   RIA Database

•   Standard and Poor’s Money Market Directories

Organizations and Associations

•   3PM

•   100 Women in Finance

•   AICPA

•   AIMSE

•   CAIA

•   CFA Institute

•   Family Office Club

•   FCLT Global

•   ICI

•   IMA

•   IMCA

•   NAPFA

•   NAAIM

•   PAICR
 

Performance Databases (Product Applicability Will Vary.)

•   Albourne

•   Callan

•   Cambridge

•   CB Insights

•   DeMarche

•   eQuest

•   Eurekahedge

•   eVestment

•   FIS

•   Hedge Fund Research/HFR

•   Investment Metrics

•   LCG

•   Lipper

•   Mercer

•   Morningstar

•   Pavilion

•   PSN Informa

•   Wilshire
 

Press and Publications

•   Barron’s

•   Bloomberg Businessweek

•   Chief Investment Officer (CIO)

•   Emerging Manager Monthly

•   FA Magazine

•   FIN Daily

•   Financial Times

•   Fortune

•   FundFire

•   Institutional Investor

•   Investment Advisor

•   InvestmentNews

•   Investor’s Business Daily

•   Mauldin

•   Nonprofit News

•   OnWallStreet

•   Pageant Media

•   Pensions & Investments

•   PlanAdviser

•   PlanSponsor

•   The Economist
 

Public Relations

•   Gregory FCA

•   Interdependence

•   JConnelly, Inc.

•   MacMillan

Regulatory Compliance and GIPS Verification

•   ACA Compliance Group

•   Alpha Performance Verifications

•   Monahan & Roth, LLC

•   National Regulatory Services
 

Web Vendors

•   BaselineGroupNY

•   BKJ Productions

•   DQCOMM

•   Twenty Over Ten