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360 One Firm (361Firm) - Interviews & Events
Mark Sanor
600 episodes
2 months ago
361Firm is a global platform to collaborate on investments & philanthropies by/for family offices, institutional investors and thought leaders. Born of a family office’s frustration, inspired by global collaboration of Arthur Andersen and our Alumni Connecting! heritage hosting 360-Roundtables, we are growing a trusted global ecosystem. For context on 360 One Firm (361Firm), our global community is now over 8,000 across Single Family Offices, institutional investors, funds, and CXOs. In 2015, after 10 years with a SFO investing in funds and companies and 10+ as a lawyer and then M&A Partner at Arthur Andersen and EY in Europe, I founded 361Firm. "360" stems from hosting alumni roundtables since 2005 and "One Firm" from the global collaborative culture of Andersen where I and my co-founders were Partners. Since 2015 361 has hosted events in 90+ cities and 22 countries, also since 2019 Weekly Tuesday 11AM ET Macro Briefings, Deep Dives and 10:30AM Global Community Meetups. 361Firm primarily focuses on four areas: (1) Investments via Allocator Sessions (see www.361firm.com/psi2) and our 361Core buy-side member platform (www.361firm.com/core). (2) Raising Capital for Funds and Companies via our broker-dealer platform and syndicate (www.361firm.com/onb); (3) Connecting Strategic Partners and Talent (e.g. CIO Council); and (4) Optimizing Philanthropic Resources and NextGens > Web: www.361firm.com/home > Onboard as Investor: https://361.pub/shortdiag > Onboard Deals 361: www.361firm.com/onb > Onboard as Banker: www.361firm.com/bankers > Events: www.361firm.com/events > Content: www.youtube.com/361firm > Weekly Digests: www.361firm.com/digest FYI, you can subscribe to various 361 events and content at https://361firm.com/subs
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All content for 360 One Firm (361Firm) - Interviews & Events is the property of Mark Sanor and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
361Firm is a global platform to collaborate on investments & philanthropies by/for family offices, institutional investors and thought leaders. Born of a family office’s frustration, inspired by global collaboration of Arthur Andersen and our Alumni Connecting! heritage hosting 360-Roundtables, we are growing a trusted global ecosystem. For context on 360 One Firm (361Firm), our global community is now over 8,000 across Single Family Offices, institutional investors, funds, and CXOs. In 2015, after 10 years with a SFO investing in funds and companies and 10+ as a lawyer and then M&A Partner at Arthur Andersen and EY in Europe, I founded 361Firm. "360" stems from hosting alumni roundtables since 2005 and "One Firm" from the global collaborative culture of Andersen where I and my co-founders were Partners. Since 2015 361 has hosted events in 90+ cities and 22 countries, also since 2019 Weekly Tuesday 11AM ET Macro Briefings, Deep Dives and 10:30AM Global Community Meetups. 361Firm primarily focuses on four areas: (1) Investments via Allocator Sessions (see www.361firm.com/psi2) and our 361Core buy-side member platform (www.361firm.com/core). (2) Raising Capital for Funds and Companies via our broker-dealer platform and syndicate (www.361firm.com/onb); (3) Connecting Strategic Partners and Talent (e.g. CIO Council); and (4) Optimizing Philanthropic Resources and NextGens > Web: www.361firm.com/home > Onboard as Investor: https://361.pub/shortdiag > Onboard Deals 361: www.361firm.com/onb > Onboard as Banker: www.361firm.com/bankers > Events: www.361firm.com/events > Content: www.youtube.com/361firm > Weekly Digests: www.361firm.com/digest FYI, you can subscribe to various 361 events and content at https://361firm.com/subs
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Investing
Business,
Society & Culture,
News,
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Episodes (20/600)
360 One Firm (361Firm) - Interviews & Events
361Firm Briefing 281 "Wyoming Wisdom" & Transition to 361Firm.Digital (Aug 26, 2025)
The Aug. 26 361Firm Briefing 281 and Meetup covered the Fed, AI, changing global demographics, investing strategies, and the transition to 361Firm.Digital (https://361firm.digital). Video: https://361.pub/A26d Transcript: https://361.pub/a282025transcript Podcast: The 281st 361 Briefing started with the Meetup to introduce 20+ new members* and the transition to 361Firm.Digital on Sept. 1. We also covered Jonathan Pirelli's Distilled Intelligence event in October, Todd Ruppert's new film on wine expert Robert Parker, and real estate market data. In the Briefing, Stephen Burke analyzed the economic impact of demographic changes, particularly in Japan, and the challenges faced by central banks. The discussion also touched on the potential of generative AI, the impact of US policies on international family offices, and the importance of targeted investment strategies. The meeting emphasized the need for a balanced approach to monetary policy and the potential for market melt-ups. We finished with a discussion on 361's revenue-sharing model where members can receive 30-50% for referring in new members. He emphasized the importance of recognizing both originators and chaperones of relationships. Zerrin Aktuna shared her positive experience with referrals. Mark highlighted the importance of leveraging expertise within the community. The meeting concluded with plans for further discussions and follow-ups, including potential events in Capetown and Toronto. *New members who spke included Doug Cunnington, Larry Peterson, Michael Daley, Nicolas Desantis, Sameer Sirdeshpande, Will Hicks, Keith McCall, Troy Neuhaus (Bernstein), Sandy Walsh (Seattle Luxury Real Estate), Lucia Ordonez-Gamero, Nicholas White, Michael Silberberg, Steven Han, John Richmond (Bernstein), Rich Sobel, Susan Weingartner (Cambia Capital), Jonothan Perrelli (Fortify Ventures), Mirla Wade, Beth Servisa, Walter Benadof, Albin George, Jack Wyant, Leslie Bendig, Maleeha Bengali (MB Commodities), Zerrin Aktuna, Mark Sanor, Irina Meyer, Susanna Lindeque, Bill Deuchler, Scott Frohman (Odyseey Elixir), Todd Ruppert, Chris Mayo, Chandler Lewis (360 Social Impact Studios), Trevor Cobb (Avantia Family Office), Jim Sayer (angel investor, retired radiologist)
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2 months ago
1 hour 35 minutes 18 seconds

360 One Firm (361Firm) - Interviews & Events
361Firm Briefing "US Still a Magnet for Capital" Meetup and 361Firm.Digital (July 29, 2025)
361Firm Briefing "US Still a Magnet for Capital" Meetup and 361Firm.Digital (July 29, 2025) Transcript: https://361.pub/j292025 Video: https://youtu.be/B0nNMwz6ALk Podcasts on Apple (https://361.pub/podcast_apple), Spotify (https://361.pub/spotify), Simplecast (https://361.pub/pods) SUMMARY KEYWORDS Distill Intelligence, startup Summit, Steve Case, Brad Feld, venture speakers, $1 million prize, Lansdowne Resort, 361 Firm, AI platform, family offices, philanthropy, investment memos, collective intelligence, digital platform, personalized dashboard., Generative AI, memory computing, proprietary data, portfolio companies, value creation, co-investment, network leverage, feedback, interpretation, training mechanism, legal docs, engagement, roadmap, decision making, cognitive psychologist. SPEAKERS Stephen Burke, Adam Blanco, Walter Benadof, Giovanni, Michael Hammer, Jason Sonner, Bill Deuchler, Depinder Grewal, Ella Huong, Andrew Fisch, Tim Gallabrant, MICHAEL CONNIFF, Jonothan Perrelli (Fortify Ventures), Austin Fowler, Lubna Dajani, Jose Kreidler, Adam Oestreich, Yasmin Shmuel, Mark Sanor, Sameer Sirdeshpande, Jonathan Clark, Shienne, Chas Walker SUMMARY The 361Firm Briefing and Meetup on July 29, 2025, featured updates on events of 361Firm, provided a Briefing on the US economy in focus and shared the launch of 361Firm.Digital. On events, Mark Sanor introduced Jonothan Perrelli who is hosting his Distilled Intelligence Summit October 14-16 in Virginia, with speakers like Steve Case and Brad Feld. The event aims to bring together 500 attendees, with 100 startups pitching for a $1 million prize. Mark Sanor and Jonathan Perrelli discussed the summit's focus on startups, funders, and operators. The meeting also highlighted the launch of 361Firm Digital, a new AI-powered platform designed to enhance collaboration and decision-making among members, featuring personalized AI assistants and access to relevant deals and content. The meeting discussed the implementation of a memory and governance system using generative AI to summarize and surface insights from past conversations. Yasmin Shmuel highlighted the importance of leveraging proprietary data to enhance decision-making and networking within the firm. Mark Sanor emphasized the need for user engagement and mentioned upcoming one-on-one meetings. Javier Sanchez, the co-founder and head of AI, was introduced. The team plans to refine the AI system based on user feedback to avoid subjective elements and improve accuracy.
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3 months ago
1 hour 33 minutes 6 seconds

360 One Firm (361Firm) - Interviews & Events
Parth Vakil Interview at 361Firm’s Newport Conference - July 2025
Parth Vakil Interview at 361Firm’s Newport Conference - July 2025 SUMMARY KEYWORDS AI, family offices, investment opportunities, diversification, US-India intersection, Saura Star Capital, Parth Vakil, LP investors, GPS sponsors, asset classes, information advantage, LinkedIn, email contact. SPEAKERS Parth Vakil Parth Vakil 00:00 Parth Vakil with Saura Star Capital. Biggest takeaway, I guess it's interesting hearing everyone's perspective on, I guess the most timely topic there is right now of AI, hearing it from both the family office, LP, investor side of things, and also from GPS sponsors, managers, founders and really, I guess connecting the dots between all those perspectives was super interesting to me. I think sourcing, sourcing and screening are probably the the two biggest opportunities I see in the near term for family offices, with leveraging AI also, I think longer term, it'll allow family offices to diversify across more asset classes than they could otherwise, right? Because you have more information at your favorite tips. Anyone who has any interest in or has ever touched India in in any way, we kind of operate at the the intersection of the US and India. So anything indirectly related to that is in our wheelhouse. Reach me or reach out to me. Find me on LinkedIn. Parth-Vakil@saurastarcapital.com,
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3 months ago
1 minute 19 seconds

360 One Firm (361Firm) - Interviews & Events
Bruce Pollack Interview at 361Firm’s Newport Conference - July 2025
Bruce Pollack Interview at 361Firm’s Newport Conference - July 2025 SUMMARY KEYWORDS Newport Conference, Bruce Pollack, business ventures, networking, entrepreneurs, investors, energy, real estate, high tech, AI, Jamaica development, affordable housing, limestone export, strategic partners, South Coast Associates. SPEAKERS Bruce Pollack Bruce Pollack 00:00 My name is Bruce Pollack. I'm the host at this event. I have lived in the Newport area for 20 years, and from the Boston area, I've had many different types of business ventures, starting from restaurants to cell phone technology to real estate, environmental products. So I've been involved in many different types of business, and you know, this was a great event today. Mark did a great job organizing the events and bringing together really a cohesive group of entrepreneurs and investors and interested parties, interested in many different types of investment, from energy to real estate to high tech to AI and so forth. So I found to be a very worthwhile and very positive experience. He's got a great network of people to draw from, and I look forward to working in the future to develop more contacts and networking. So I would say it was very positive events. It was a good use of In other words, a lot it takes. It takes a lot of work to cultivate relationships. So if in one meeting, if you can cultivate several, it's it's a good use of time. So I find it to be as a good use of time great. Some great relationships were made for foster and it was a good opportunity for some of my my fellow organizers that I work with, some some of the people on my team, to sort of meet more of the the audience that we're that we're dealing with, for them to get their name out there a little bit, and an opportunity to network as well. So So overall, I'm very pleased with it and look forward to more events. And it's a great it's a lot of work. I mean, I've, Mark's been here, I've seen the work. We've worked at it. And this was done, by the way, in very short time, because I wasn't supposed to be here. So basically, we did this in like four or five days. So thanks again. Good work. 361 team. And look forward to future endeavors, future networking events. And it's a great social event in terms, in addition to the business, it's a great, just great to talk to people that have similar, similar stories. You know, when you're when you're a visionary. Use that word bullet entrepreneur, because it says a different ring to it. But I find that, you know, you there, there. There aren't a lot of people that really understand that. So ups and downs you go through to get to get somewhere, to get something done, takes quite a bit, probably better sacrifice too, by the way. It's a lot, but, you know, I see, I see it just from this, from Mark's team as well. So we are working on a comprehensive development in Jamaica, a residential, comprehensive development Jamaica encompassing tourist and affordable housing projects as well as limestone export and use of limestone in the country. So we, we have strategic partners in the stone, and we have, we control many properties in Jamaica, and we're, this is, it's a five to seven year plan, which could yield in the vicinity of 5x or higher. 5x would be conservative. So my history is taking properties and getting into deals that people would say, you know, it's not it's not ready, or it's not real. I mean, so forth, so forth. But my belief is that when I see a VIG, when I see something that has the future, that has the potential, that's where I want to be. So LinkedIn or through our website. South Coast associates, SCA Jamaica, gmail.com, 857-222-8157, or LinkedIn. South Coast associates, Bruce Pollock, look forward to any contacts, and we'd be happy to provide any information or come down. Just come on down. Come on down. We'll take a tour. We'll take a ride. Easiest, that's the best way. My uncle told me years ago, you don't you don't talk about it. You You go there. You walk, you, you walk the streets. I grew up in the restaurant business, so um, bought and sold many restaurants in Boston, and you walk the ground, you actually see it for yourself. So thank you again. You.
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3 months ago
4 minutes 47 seconds

360 One Firm (361Firm) - Interviews & Events
Lubna Dajani Interview at 361Firm’s Newport Conference - July 2025
Lubna Dajani Interview at 361Firm’s Newport Conference - July 2025 SUMMARY KEYWORDS AI ethics, embedded security, privacy, investment decisions, stakeholder perspective, complex problems, agentic safety, autonomous systems, philanthropic investments, commercial reference opportunities, innovation scale, market creation, technology viability, primary market impact. SPEAKERS Lubna Dajani Hi, well, I'm Lubna Dajani. I'm from New York. My background is concentration, AI, particularly AI, ethics team and machine team, embedded security, so semiconductor level and identity and generally privacy. Like always, we're putting quality. Of the people is phenomenal. It was interesting to see how many people, no matter what the conversation was, it always came back to AI, and I think that's great, but I think it's also increases my strong need that I feel for raising awareness and understanding to the impact of how we thinking of AI and the language we use and where we place in our investments. The decisions we're making today will frame the choices we have tomorrow. Where we invest today is going to drive that bubble or the growth of meaningful implementations, but it's I'm delighted to see so many people here that are not only looking to do well. I'm happy to because I have a extensive background in post sectoral collaboration. I am published in on chance of disciplinary collaborations, which really essential when you have a stakeholder perspective that's needed to solve complex problems, challenges that we have today. So I'm here to help anyone think through the implications the safety, the agentic safety, or agentic security of, obviously, of AI and autonomous systems in terms of we also do small investments. And I say small because they are philanthropic more than they are just investments. And so if there's anybody here that wants any help thinking through the process or in scale and creating meaningful commercial reference opportunities that demonstrate the viability of the technologies they're investing in in a way that demonstrates it for the primary market and create impact. That's what we be delighted to do, or just help scale an innovation. If we like it, we'll create a market for it and.
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3 months ago
2 minutes 19 seconds

360 One Firm (361Firm) - Interviews & Events
Chris Lawes - 361Firm Newport July 2025 Interview
Chris Lawes - 361Firm Newport July 2025 Interview SUMMARY KEYWORDS Chris Lawes, domes.com, immersive environment, Gen AI, content creation, immersive event centers, global community, art, sports, innovation, technology, environmentalism, metaverse integrations, non-traditional experiences, thedomes.com. SPEAKERS Chris Lawes Okay. My name is Chris Lawes. I'm the founder and CEO of thedomes.com I'm from Atlanta, Georgia originally. We're based in Austin, Texas now. And yeah, it's been a fantastic event, as usual, 361 we have a really good time meeting high caliber people from a very wide background of experiences. So specifically for us with the domes, they've always been these beautiful structures that allow you to take an audience into an immersive environment and transport them to other worlds, other worlds of imagination, of education, of knowledge, of entertainment. But content has kind of been the main bottleneck of experiences that are available in those kinds of really intense, large, high resolution environments. So now, with Gen AI, we're able to not only make content much less expensively, we can also make content in real time, so you can actually have an audience going to an immersive environment, and they can generate their own story, their own adventure with their own minds. And Gen AI unlocks that ability that never existed before. Well, what we're doing with the domes is we want to create a very large number of immersive event centers all over the world that will allow you to connect with your local community and also connect with the global community. So if you're into art, if you're into sports, if you're into innovation and technology, whatever it is that your interest is environmentalism, you have a local place you can come together people who are interested in that and learn and experience beautiful, immersive journeys around that subject matter, and you can also connect with the global community of the world that's also interested in that same thing. And so we'll bring the whole world together. We'll bring different cultures and communities together and countries together, and make the world a more prosperous, happy, healthy and uplifting place. Yeah. I mean, we're super happy to be a part of the community and to support all these kinds of events. The domes.com is our domain name. And so anyone that's interested in being either an artist, an investor, a developer, a technologist, someone that wants to create applications on these new layers, Metaverse integrations, you know, just bringing all these new forms of non traditional parts of life, like art and cultural experiences, to the technology world of the metaverse and these in person virtual dome environments just come to website, thedomes.com and there's a form at the bottom, and you can just reach out and say hello, and we'll be happy to know you.
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3 months ago
2 minutes 14 seconds

360 One Firm (361Firm) - Interviews & Events
Meir Rabkin Interview at 361Firm’s 4th Newport Conference - July 2025
Meir Rabkin Interview at 361Firm’s 4th Newport Conference - July 2025 SUMMARY KEYWORDS AI applications, climate tech, venture capital, Newport Conference, efficiencies, optimization, fundraising, deal flow, impact investing, LPs, family offices, institutional investors, ROI, technology, imagery. SPEAKERS Meir Rabkin - Blue Vision Hello everyone. My name is Meir Rabkin. I am from Montreal. I am the founder of blue vision capital, which is a climate tech venture capital fund that I started a couple years ago. We are in Newport, Rhode Island, in some mansion somewhere off some beach. Can give you more details or not, but it's beautiful, and it's been great connecting with like-minded people. And it's been, it's been a fantastic crowd, and it was an afternoon of really interesting pals. The overall, I would say that what I thought was fascinating is learning about all the different types of applications you could do with AI, from sober dating to, you know, all sorts of various applications, from medicine to technology to imagery. So that was pretty I think at least for me, AI is gonna create a lot more efficiencies in optimization and in a lot of the things that we do, you know, I think as a venture fund, there are a lot of things that are not yet, let's say optimized or efficient. For example, fundraising is one example. I think, deal, flow, sharing, connectivity, which is, I think a lot, a lot of what we shared today. How do you come out of conferences with more connections, with more value, with become more of an ROI? I think that AI could play a really important role. And so pretty excited to see where this takes us. Yeah, we are looking for like minded individuals who are passionate about impact investing.
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3 months ago
1 minute 38 seconds

360 One Firm (361Firm) - Interviews & Events
Robert Niziol - 361Firm Newport July 2025 Interview
Robert Niziol - 361Firm Newport July 2025 Interview SUMMARY KEYWORDS Renewable energy, solar energy, battery storage, AI use cases, energy generation, data centers, commercial solar, industrial solar, energy efficiency, grid stability, investment strategies, family office investors, business discussions, political discussions, energy partner. SPEAKERS Robert Niziol All right, another fantastic event, organized by Mark Sanor and 361Firm. Congratulations, guys, guys, well done. And look at this. The value, absolutely beautiful. So congratulations. My name is Robert Niziol. I'm a CEO of Promittens Energy.. We do development, engineering, procurement and construction for commercial and industrial solar and best battery energy storage systems. Today, we talked a lot about AI use cases and different topics, but certainly we discuss in energy, it is estimated that by 2030 I think the AI and the data centers will probably use about 10% of all energy generated in us. That's a huge problem. So being in this sector, I'm very optimistic about the renewable energy because that generation has to happen somewhere. And I still believe that energy coming from solar is still the most affordable. And now, with the with the with the best of the batteries, absolutely great asset, not only provides stability for the grid, but if it's installed behind them, either for the client, it offers savings, but at the same time, also a lot of services for the grid. So yeah, that's what we do. Great conference, a lot of fantastic discussions about business, politics, AI, different investment strategies and things like that. So always great to be here. Absolutely great. Great crowd. Family office investors, happy to be here, and I look forward to attending the next event. Congratulations, guys. Our website is https://www.promittensenergy.com - you can certainly look me up at LinkedIn. Robert Niziol and we open for business. We will would love to be your energy partner for renewable energy.
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3 months ago
1 minute 56 seconds

360 One Firm (361Firm) - Interviews & Events
Kimberly Carney of The Wires – 361Firm’s 4th Newport Conference - July 2025 S
Kimberly Carney of The Wires – 361Firm’s 4th Newport Conference - July 2025 SUMMARY KEYWORDS. different industries, impacting, wires, ai, learn, seattle, tied, connections, ceo, conversations, other industries, carney, founder SPEAKERS. Kimberly Carney - TheWires.com Kimberly Carney, I am from Seattle, Washington, and I am the founder and CEO of The Wires. I thought today was fantastic. What stood out to me the most was all the conversations on AI and how it's impacting several industries. It's an amazing place to meet new people, get new connections and get tied into different industries and learn more about what's happening with other industries across all sectors.
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3 months ago
22 seconds

360 One Firm (361Firm) - Interviews & Events
Rafiq Ahmet of Dipalo Ventures – 361Firm’s Newport Conference - July 2025
Rafiq Ahmet of Dipalo Ventures – 361Firm’s Newport Conference - July 2025 SUMMARY KEYWORDS Dipalo Ventures, early stage investor, hard tech, seed and a, AI panels, manufacturing, predictive analysis, innovation, job challenges, emerging market, Midwest, portfolio companies, data inference, 361Firm, Newport Conference. SPEAKERS Rafiq Ahmed I'm Rafiq Ahmed with Dipalo Ventures out of Chicago. We're an early stage hard tech investor in seed and a and this was an amazing place for the 361 gathering in Newport. Loved it and takeaways today. So a month ago, maybe a month and a half ago, I couldn't spell AI. Now I'm on all of Mark's AI panels speaking about manufacturing, the good and bad and the stuff that nobody wants to talk about. So yeah, that's us at Dipalo. And love this platform. I think that the depth of people is always interesting, because we have genuine allocators. We have people doing important projects, whether they're direct investments or funds. So just the tapestry, I think, always stands out. So this is my second one. I really think it's a great group. Well, AI impacts my portfolio because it is everywhere. It's really about data. It's about inference, it's about predictability. We have lots of portfolio companies. We don't start with AI, we start with hard tech. But where the use cases make sense, as well as in manufacturing, in the US, there's going to be so much that will start to move to more predictive analysis, etc. I think from a job standpoint, this could be a challenge. So as many you know, as many challenges there are. There's also a lot of innovation and speed because of it. Yeah, if you if you're interested in hard tech investing, if you like manufacturing, you like the arbitrage at the center of the country that really is the emerging market, then give me a call - rafiq@dipaloventures.com - or find us on all the socials
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3 months ago
1 minute 43 seconds

360 One Firm (361Firm) - Interviews & Events
Duncan Riefler "Fixed Income Market Dynamic", PCI Allocators Session, Nov. 30, 2022
Duncan Riefler "Fixed Income Market Dynamic", PCI Allocators Session, Nov. 30, 2022
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3 months ago
15 minutes 24 seconds

360 One Firm (361Firm) - Interviews & Events
Suzanne Murphy & Duncan Riefler Interview from 9th New York Conference (Oct. 10, 2024)
3 months ago
5 minutes 8 seconds

360 One Firm (361Firm) - Interviews & Events
Avery Haskell Interview at 361...Newport Conference - July 2025
Avery Haskell Interview at 361...Newport Conference - July 2025 SUMMARY KEYWORDS Catena Partners, early stage technology, frontier technology, family office, AI applications, time and money savings, Newport Conference, 361Firm, collaboration, network, younger generation, Houston Texas, East Village New York. SPEAKERS Avery Haskell Hello. My name is Avery Haskell. Originally from Houston, Texas. I live in East Village, New York City. Currently I'm with Catena partners, a single family office focused on mostly early stage frontier technology investments. And I love 361 and the community. It's a super high value group, and all the events are really great and really excited with what we're doing around talking about how AI can be used to save time and therefore save money and maximize everyone's efforts in the family office world and beyond. Yeah. avery@catenapartners.com feel free to reach out. We'd love to collaborate. We do a lot of stuff on early stage technology. So if that's something you're interested in looking into, please reach out and happy to share some of our deals from our network, which is, you know, younger generation, but a lot of cool stuff we're looking at and vice versa. Would love to collaborate and share with other people.
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3 months ago
59 seconds

360 One Firm (361Firm) - Interviews & Events
Anna Cardona 361Firm Newport July 2025 Interview
Anna Cardona 361Firm Newport July 2025 Interview SUMMARY KEYWORDS AI impact, Tate County, data centers, Amazon Web Services, Nvidia, Brock, economic development, tax policy, legislation, fund managers, scaling companies, LinkedIn connection, Mississippi, technology impact, neighborhood changes. SPEAKERS Anna Cardona My name is Anna Cardona. I'm executive director of Tate County Economic Development Foundation, and I'm from Tate County, Mississippi. I thought today's event was amazing. What stood out the most was the conversations on AI, particularly, how reliant we will be on chips. So AI is going to impact the whole world and everything that I was doing, down to drafting a letter of intent, all the way to creating legislation and tax policy and procedures, AI is coming into Tate County in the form of data centers in Amazon Web Services, Nvidia, Brock, AI. So a lot of the Tate County neighbors are seeing, we're seeing big impacts for AI and data centers. So you can connect with me on LinkedIn. I'd love to connect with fund managers who are stewarding companies that are looking to scale and that are open to scaling. Thank you.
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3 months ago
1 minute 5 seconds

360 One Firm (361Firm) - Interviews & Events
Eugenio Briales - 361Firm Newport July 2025 Interview
Eugenio Briales - 361Firm Newport July 2025 Interview SUMMARY KEYWORDS 361 community, investment verticals, AI usage, health industry, infrastructure support, data usage, investment partners, different sectors. SPEAKERS Eugenio Briales My name is Eugenio Briales. I'm originally from Spain, and I am here representing the Revisa family office. And the 361 community has been very helpful to for us to have genuine interactions with peers and stakeholders in across the different investment verticals, and I would like say one of these verticals has been very interesting is the use of AI, both in the health industry as well as in the infrastructure of AI to support the large usage of data that is going to be required for that industry. It reads me out. I'll leave the comments my email right, and I would love to we're looking to invest, and also we're looking to have investment partners as well across different sectors.
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3 months ago
57 seconds

360 One Firm (361Firm) - Interviews & Events
Andrew Randak (Snowden Lane) Interview – 361Firm’s Newport Conference July 20, 2025
Andrew Randak (Snowden Lane) Interview – 361Firm’s Newport Conference July 20, 2025 SUMMARY KEYWORDS Snowden Lane Partners, wealth management, cross-border investing, trust and estate planning, family dynamics, 361 event, caliber of people, quality of information, diversity of ideas, education, email address, cell phone, New York City. SPEAKERS Andrew Randak Hi. My name is Andrew Randak. I'm a partner at Snowden Lane partners in New York City. We are a boutique wealth management firm, broker dealer, registered investment advisor. We work with families from around the world, specializing in highly complex cross border investing, trust in the state, and family dynamic planning today. Oh, my God, I took like, 20 pages of notes. I learned enormous amounts of information every time I come to a 361 event or attend a 361 call, I'm blown away by the caliber of people, the quality of the information, the diversity of ideas. And it's not only fun, but it's education, so thank you. Mark Sanor, Andrew Randak, it's R A N D A K. My email address is arandak@snowden lane.com or you can reach me on my cell phone if you need to at 646-246-5013. Thank you.
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3 months ago
1 minute 1 second

360 One Firm (361Firm) - Interviews & Events
Bobby Genovese - 361Firm Newport July 2025 Interview
Bobby Genovese - 361Firm Newport July 2025 Interview SUMMARY KEYWORDS Bahamas, family office, investing, AI, conference, ideas, connect, Canadian, Newport July 2025. SPEAKERS Bobby Genovese Good morning. My name is Bobby Genovese. I am a Canadian living and working out of the Bahamas. Our company is called both BG Capital Group and BG signature. The conference has been amazing. I've been a lot of like minded people. I'm looking forward to investing some money with these people and sharing some of the ideas that our family office does. I don't know. I'm curious to know more about AI, I'm sort of a dinosaur in that world, but I'm fascinated to learn more about it as I'm sure it can help. Yeah, we'd love to connect with anybody who wants to reach out.
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3 months ago
44 seconds

360 One Firm (361Firm) - Interviews & Events
MJ Gottlieb (Loosid App) Interview – 361Firm’s 4th Newport July 2025
MJ Gottlieb (Loosid App) Interview – 361Firm’s 4th Newport July 2025 SUMMARY KEYWORDS. AI, sobriety, addiction mentor, sober dating, market share, addiction statistics, brand equity, sober shop, Loosid marketplace, non-alcoholic beverages, social impact, investment, relapse prediction, treatment centers, funding round. SPEAKERS MJ Gottlieb MJ Gottlieb 00:00 My name is MJ Gottlieb, co founder and CEO of Loosid App. So we are now in Newport, Rhode Island, at the 361 conference. Fantastic conference, very let's see. I thought it was a very powerful I've been to a lot of these. I think it was a particularly powerful discussion that we had around AI and AI ability to help AI's ability to also hurt, depending upon whose hands it's in, right? Another very interesting discussion, a lot of people are using AI to fluff up their valuations, and not really they're doing a disservice to the really the power of this next generation of machine learning, right? And so, like in our case, our newest technology, Sam, which stands for sobriety, addiction mentor is now layered with AI. AWS is now funding Sam AI and really showing how the more information you give it, the better and better it then can really be a predictive relapse agent for that individual. Basically the Sam has the ability, as it lays on 1% per user persona and another user persona, it starts building a predictive relapse agent that then can be modeled for government bodies, treatment centers, for outcomes and measures. And so it's very powerful when it comes to really the ability of AI in the right van sober dating. We are the number one company in the sober dating space. We do own that position right now, and so we're here at this conference just just secured an external funding round, and now looking to fund the next phase of our growth. But yeah, right now, as it stands from our sober dating community, which is about 180,000 members, we do have the top position with regard to you know that, however, that leading position only represents less than 1% of the market share. And so the question it becomes, how effectively and quickly can you scale and move into the full market share? Because if you look at the statistics of addiction, 300 million people suffering from an alcohol use disorder worldwide, 38% of adult Americans suffering from some illicit substance use disorder, and upwards of 30% of American adults are actually choosing not to drink. And so how can we put them together in a safe and supportive environment to really show them how to live a sober life? And so now, as we continue to build our brand equity, we find ourselves in now seven different verticals we recently we recently launched the Loosid sober shop as an LTV strategy where people can buy merch, whether it's a hoodie, a hat or whatever it may be to really have them take ownership of their sobriety. But from the investment lens, it adds about 135 to $140 lifetime value per the Loosid member in q4 we also launched the Loosid marketplace, where we partner with 37 brands in the sobriety and wellness space. Think of it as a sober group, con, if you will, where we pre negotiated those discounts to Loosid members that they wouldn't otherwise know about or be able to take advantage of. And so it acts as a retention strategy, because even if someone doesn't doesn't want to use Loosid dating anymore, they find the love of their life, they could simply toggle off dating and still take advantage of 1000s of dollars throughout the year in some of our partners, like better help, or brain tap, which is the top brain fitness app in the world, or various non alcoholic beverage brands. And it's really about showing people how to live a fun, safe and enjoyable life in sobriety. Yeah. Well, as we continue to build our brand equity, the goal is for Loosid to be synonymous with sobriety. So when you walk into a restaurant, we don't want people asking, you know, where the the non alcoholic beverage menu is. We want them asking where the Loosid menu is. When we are looking at stadiums, we want people not to have a sober section. We want them to have a Loosid section where, where even mothers can take their kids and know that that there, there won't be that crazy rowdiness, because you're in a Loosid section. And so as we look five and 10 years down the down the road, we're that's really where we're. Looking to go where Loosid is synonymous with sobriety. We now have five of our non alcoholic beverage brands that wants to make a Loosid drink, which we'll then use as a B to C and A B to B initiative and roll that out. The non alcoholic beverage market surpassed 12 150 $2 billion last year, and so as we put ourselves into new verticals, it gives us the ability to kind of leverage and accelerate our brand equity. And who knows, in the future, maybe we run the whole table and then take it public from it, from the standpoint of, if you're struggling and don't know, of a sober resource, we recommend downloading any one of the Loosid sober platforms, whether it be Loosid sober community, Loosid sober dating, but from an investment side, if you're interested in taking advantage of a social impact opportunity, where the more people we help, the better and better we increase shareholder value. And so we're very uniquely positioned in that regard, that the more people we help, the greater and greater you know our company value. So if you're someone that that's that's interested in that opportunity, we welcome to reach out to our office, and we're happy to talk.
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3 months ago
6 minutes 21 seconds

360 One Firm (361Firm) - Interviews & Events
Denize Holzer 361Firm Newport July 2025 Interview
Denize Holzer 361Firm Newport July 2025 Interview SUMMARY KEYWORDS AI, healthcare, life sciences, precision medicine, venture studios, social impact, Think Head, Puerto Rico, Silicon Valley, investment, future of healthcare, cancer, next gen, transforming landscape, Denise Holzer. SPEAKERS Denise Holzer Denise Holzer 00:00 My name is Denise Holzer. I'm originally from New York, and I'm a next gen I've been in the AI space for a number of years, advising multiple companies in the venture funds and companies in the landscape. Yeah, I think one of the really exciting things about AI is healthcare and life sciences. So I'm an investor and advisor to a company called Think head venture studios, and we are really looking at the future of healthcare and life sciences by solving problems using AI in the precision medicine space. And I believe that in the next 10 years, we're going to extend our life by a decade. Because of that, I personally got involved with this company because I lost both my parents to cancer, and as a next gen I really believe that we have to be thinking about social, impactful investments when we move forward and look at companies that are really out there to make a difference in precision medicine, in the future of health care, in life sciences, and looking for ways to solve problems in the space I'm with think head venture studios headquartered in Puerto Rico and Silicon Valley, and we're transforming the landscape of precision medicine. You can reach out to me at denise.pulitzer@thinkcast.ai or find me on LinkedIn. Thank you.
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3 months ago
1 minute 28 seconds

360 One Firm (361Firm) - Interviews & Events
Emerging Industries Panel at 361Firm's 4th Newport Conference July 2025
Emerging Industries Panel 361Firm's 4th Newport Conference July 2025 Transcript: https://361.pub/IndustriesNP25Transcript Video: https://youtu.be/5sRBBKtt5b4 All 361Firm Podcasts on Apple (https://361.pub/podcast_apple), Spotify (https://361.pub/spotify), Simplecast (https://361.pub/pods) The panel discussed the dual impact of AI on industries, with Brittany Riley highlighting AI's potential to optimize business operations while expressing concerns over its energy consumption. Nelson Stacks emphasized the lack of funding for university programs, which could hinder future innovation. Carl Pro voiced concerns about the power grid and the US education system. Kimberly Carney noted the importance of innovation in AI for brand strategies but warned of brands reluctant to adapt. Irina Meyer discussed AI's role in media, stressing the need for authentic content. The panel also touched on the potential of AI to replace research jobs and the challenges of private sector funding for basic research. SUMMARY KEYWORDS: AI impact, energy consumption, funding shortage, university research, environmental technology, media AI, workplace trends, child care, remote work, community collaboration, AI-generated content, carbon capture, graduate students, private sector investment, educational system. SPEAKERS: Susanna Lindeque, Speaker 6, Nelson Stacks (Waveguide), Irina Meyer, Kimberly Carney - TheWires.com, Andrew Randak, Mark Sanor, Carl Pro, Brittany Riley
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3 months ago
27 minutes 1 second

360 One Firm (361Firm) - Interviews & Events
361Firm is a global platform to collaborate on investments & philanthropies by/for family offices, institutional investors and thought leaders. Born of a family office’s frustration, inspired by global collaboration of Arthur Andersen and our Alumni Connecting! heritage hosting 360-Roundtables, we are growing a trusted global ecosystem. For context on 360 One Firm (361Firm), our global community is now over 8,000 across Single Family Offices, institutional investors, funds, and CXOs. In 2015, after 10 years with a SFO investing in funds and companies and 10+ as a lawyer and then M&A Partner at Arthur Andersen and EY in Europe, I founded 361Firm. "360" stems from hosting alumni roundtables since 2005 and "One Firm" from the global collaborative culture of Andersen where I and my co-founders were Partners. Since 2015 361 has hosted events in 90+ cities and 22 countries, also since 2019 Weekly Tuesday 11AM ET Macro Briefings, Deep Dives and 10:30AM Global Community Meetups. 361Firm primarily focuses on four areas: (1) Investments via Allocator Sessions (see www.361firm.com/psi2) and our 361Core buy-side member platform (www.361firm.com/core). (2) Raising Capital for Funds and Companies via our broker-dealer platform and syndicate (www.361firm.com/onb); (3) Connecting Strategic Partners and Talent (e.g. CIO Council); and (4) Optimizing Philanthropic Resources and NextGens > Web: www.361firm.com/home > Onboard as Investor: https://361.pub/shortdiag > Onboard Deals 361: www.361firm.com/onb > Onboard as Banker: www.361firm.com/bankers > Events: www.361firm.com/events > Content: www.youtube.com/361firm > Weekly Digests: www.361firm.com/digest FYI, you can subscribe to various 361 events and content at https://361firm.com/subs