Join 3PM for the 3PM @ 3pm: Regulatory Update Webinar and find out what the Fiduciary Rule Means for 3PMs and their Manager Clients. This call will be moderated by Donna DiMaria,CEO & CCO at Tessera Capital Partners, LLC. She will be joined by Victor L. Zimmerman Jr., Partner & Co-Chairman, Investment Management Group at Curtis, Shaun Reader, Partner, Investment Management Group at Curtis and Javier Hernandez, ERISA Partner, Investment Management Group at Curtis.
3PM@3pm is the educational program offered by the Third Party Marketers Association. It is a great way for our members to hear from veteran practitioners and learn how 3PM is engaging and advocating on behalf of our industry. The format of the call will be a brief update on a set agenda of topics. The call will then be opened to participants who can ask questions and provide feedback on issues discussed.