2018 Annual Conference Differentiating to Win Marketing & Sales in the Current Environment | Third Party Marketers (3PM) | 18 April 2018 | The Westin Chicago Northwest, 400 Park Blvd, Itasca, IL 60143, USA

The annual conference is designed to meet the needs of outsourced sales and marketing professionals and money managers alike. At 3PM, we acknowledge the massive amount of change that is occurring in our industry each day. The 2018 3PM Annual Conference embraces that change in " Differentiating to Win: Marketing & Sales In the Current Environment". 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.

2018 Speakers

Sandra Powers
3PM President

Brian Mick,
Mick & Associates and TBD

Brian Fitzgibbon
Fitzgibbon & Toigo & Co. LLC

Karim Ahamed
Partner, HPM Partners,

Kelly Chesney
Principal, Pluscios, Management LLC,

Aaron Dirlam
CIO of Springtide Partners,

Scott Nance
Head of Business Development, Impact Assets,

Patrick Silvestri
CIO, Attucks Asset, Management.

Claritysoft
Mark Fleagle and TBD

Stacy Havener
Founder Havener Capital Partners.

Donna DiMaria
Chairman of the Board and Regulatory Chair,
CEO of Tessera Capital Partners, LLC

Trisha Sandoz
Sponsorships and Partnerships Co-Chair, Founder IMSS, LLC

Ken Rogers
Treasurer, Partner, Arrow Partners

Frank Minard
Strategy Chair, Managing Partner, XT Capital

Dan Quinn
Founder, DQ Communications

Susan Bryant
Counsel

Lisa Roth
President, Monahan & Roth

Neil Bathon
FUSE Research

Robert Huebscher
CEO, Advisor Perspectives

Leopold Peavy
Head of Investor Products, Preqin

2018 Sponsors

• ULTIMUS
• claritysoft
• Compass Securities Corporation
• IMSS
• Mick Law
• M & R
• Phillips Murrah

MEDIA PARTNERS:
• FA News
• fin news
• preqin