Oct 19, 2016 10:00am -
Oct 20, 2016 04:00pm

Event Type: Conference
Category: Annual Membership Meeting

Speaker Information

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