The 3PM Games are on demand!

2021 3PM Games on Demand.

Miss our 3PM Fall Games? Read our recaps below and watch the series!

Global Trends

With technology and markets moving at lightening speed, our Global Trends webinar slowed down to ask third party marketers located around the globe to discuss strategies and regulations impacting outcomes.  Moderated by Ken Rogers and featuring Jerome Gladis, MyFunds and Stephen Von Posern, Bohanan LTD., the conversation focused on Brexit, USTIS, COVID-19 and perspectives on what to expect in 2022.

Allocator Update

Understanding market trends in intermediary and institutional channels can assist organizations in differentiating their offerings. That's why, 3PM brought in industry experts Matthew McCue, FIN News, and Neil Bathon, FUSE Research, as we discuss current activity, market focus and industry updates in these important segments. Moderated by Sandra Powers Murphy, President of the Third Party Marketers Association, and CEO and Founder of ARK Global LLC, this session left participants with important market trends and competitive information to help make the most informed marketing and product development decisions.

New Marketing

Gaining market share is critical to long term viability in the investment management business. However, the traditional paths to business development are no longer viable for most organizations seeking sustainable asset growth.

In mid- November, 3PM invited industry experts Michael Corcelli, Founder & Chairman of FLAIA, and Nich Darsch, Senior Vice President of Ultimus Fund Solutions, discussed new opportunities in marketing. To ensure the questions most commonly asked by investment managers are covered, we’ve asked Michael J. Egan, President of Gyroscope Capital Management, to participate in the conversation. Moderated by Sandra Powers, President of the Third Party Marketers Association and CEO and Founder of ARK Global LLC,  this session provided participants with some new ideas around business development.

Brand Strategies

The EU School of Business recently stated that the world's most successful companies - Coca Cola, Amazon, Rolls Royce and Google all have one thing in common: a powerful brand. A foundational pillar for business and personal success, brands directly correlate to financial success.

On December 1, 2021, the 3PM Games welcomed LinkedIn influencer Stacy Havener, of Havener Capital. Stacy has built an incredible brand, including over 9,500 followers on LinkedIn, and have elevated the success of Third Party Marketers worldwide.

Regulatory Update

There's no time like the present to get an update as to the topics that regulators are focusing on in our industry. Featuring regulation experts Lisa Roth, Darren Kane and Donna DiMaria, our speakers reviewed the most recent regulations that will affect your tomorrow.

The forty-five minute webinar covered a variety of regulators with oversight for 3PMs and will include updates for from the SEC, FINRA, MSRB, the States and others.

Sheila Johnston