Stay tuned as we continue to announce additional speakers!
Pre-Conference Track for Money Managers Only: BUILD IT!
Moderator: Sandra Powers, ARK Global
Panelist: Eddie Lund, Northern Lights Distributors
Pre-Conference Track for Money Managers Only: SELL IT!
Moderator: Sandra Powers, ARK Global
Panelist: Alma Piscitello, Northern Lights Distributors
Panelist: Matt McCue, Financial Investment News
Keynote Address: Outsourced Marketing and Sales 2.0
Speaker: Kevin Quirk, Casey, Quirk & Associates
Investor Trends
Panelist: Mihir Meswani, Deutsche Asset and Wealth Management
Panelist: Sara Minard, Northeastern University
Panelist: Robert Teeter, Silvercrest Asset Management
2016 State of the Markets & 2017 Trends
Speaker: Leopold Peavy, Preqin
Using Technology for More Efficient Marketing Panel
Panelist: Erol Dusey, Imagineer
Panelist: Steve Day, White Board Animation
Regulatory Round-Up Panel
Moderator: Donna DiMaria, Tessera Capital Partners, LLC
Panelist: Susan Bryant, Verrill Dana LLP
Panelist: Rick Morris, Herrick, Feinstein LLP
3PM Value Proposition
Speaker: Frank Minard, XT Capital
Speaker: Stacy Havener, Havener Capital Partners
Speaker: Sandra Powers, ARK Global
Post-Conference - 3PM Sales and Marketing Members Only Sessions: Speed Dialog - A Networking Session
Moderator: Brian Fitzgibbon, Fitzgibbon Toigo
Moderator: Ken Rogers, Arrow Partners
The State of the 3PM Industry
Presented by: Neil Bathon, FUSE Research
Due Diligence: What 3PMs Need To Know Panel
Moderator: Mark Sullivan - Stonehaven
Panelist: Lauri Martin Haas, PRISM LLC
Panelist: Ken Springer, Corporate Resolutions