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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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
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)
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
