360 One Firm (361Firm) - Interviews & Events

Mark Sanor
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

  1. 2 HR. AGO

    Riyadh WWP Summit II 4/28-29 Prep Call (Feb. 11, 2025) || GHAYA & 361Firm

    The Riyadh WWP Summit II 4_28-29 Prep Call focused on the upcoming event in Saudi Arabia on April 28-29, 2025. Roberta Calarese highlighted the summit's goal to drive private sector transformation for sustainable development, emphasizing the role of family businesses, which dominate 80% of the Saudi economy. The summit will feature global thought leaders, disruptive investment roundtables, and workshops on technologies like health tech, ed tech, and AI. The event aims to foster partnerships for change and global prosperity, with a focus on meaningful conversations and strategic economic evolution. Outline -Riyadh WWP Summit II Preparation Overview -Mark Sanor introduces the event, highlighting the partnership with Gaia Roberta Cole azi and the ongoing preparations. -Roberta Calarese provides a background on World with Purpose, emphasizing its goal to drive transformation in the private sector. -The summit aims to plant seeds of awareness in business leaders to support sustainable development goals and enable global prosperity. -The second edition of World with Purpose will focus on the role of family businesses in Saudi Arabia, which run 80% of the economy. Summit Structure and Focus Areas -Roberta Calarese explains the summit's structure, divided into two parts: global thought leadership and disruptive investment roundtables. -The first day will feature global thought leaders discussing purpose and inspiring business leaders. -The second day will focus on disruptive investment roundtables, showcasing technological innovations in health tech, desert tech, regenerative agriculture, ed tech, fin tech, prop tech, and AI applications in manufacturing and logistics. -A Women with Purpose team will run workshops and collaborative discussions between global business women leaders and Saudi family women business leaders. Discussions with the Ministry of Economy -Roberta Calarese mentions ongoing discussions with the Ministry of Economy to finalize the summit's details. -Mark Sanor highlights Roberta's extensive experience in the UAE and her role in helping both local and international companies navigate legal frameworks. -The summit aims to add value to Saudi Arabia, with a focus on deploying money optimally and bringing in innovation and innovators. Family Offices and Legal Frameworks -Speaker 3 inquires about the location of family offices in Saudi Arabia and the legal frameworks they operate under. -Roberta Calarese explains that family offices are spread across Saudi Arabia, with significant presence in Riyadh and Jeddah. -She discusses her role in amending the UAE Constitution to create a common law jurisdiction within a civil law country to protect investor rights. -Saudi Arabia is not yet at that stage, Global Connections and Investment Opportunities -Speaker 4 asks about the global connections of Saudi family businesses and their investment strategies. -Roberta Calarese notes that Saudi family businesses are globally connected, unlike their UAE counterparts, which are more inwardly focused. -She mentions Mohammed Yusuf Nagi, a major sponsor and representative of Mars in Saudi Arabia, as an example of a globally connected family business. Final Remarks and Next Steps Mark Sanor reminds participants to fill out the form to indicate their interest in attending the summit. He highlights the importance of partnerships and the value of the summit in fostering collaboration and innovation. The summit aims to create a global network of business leaders and investors, driving transformation and supporting sustainable development goals. Participants are encouraged to stay connected and engage in ongoing discussions to further the summit's objectives. ------ 360 One Firm (361Firm) is an independent global platform to collaborate on investments & philanthropies by/for family offices, institutional investors, and thought leaders. We collaborate across asset classes, industries and borders, in funds and direct (co-)investments as well as in both impact and charitable organizations and causes. Co-founded by ex-Andersen partners, we have a collaborative "one firm"​ culture, tailored to family offices who can add extraordinary value from industry experience and relationships. We believe in active engagement, facilitated by Weekly Briefing Roundtables, "Deep Dive" (web) conferences, and monthly Global Conferences (www.361firm.com/subs). Website: http://www.361firm.com/home LinkedIn: https://www.linkedin.com/company/360onefirm/ Important Notice for 361Firm Events: www.youtube.com/361firm (the “361Firm YouTube Channel") is operated by 361Firm, a privately held limited liability company registered in the State of Delaware. 361Firm provides strategic and financial services. 361Firm offers Securities through Finalis Securities LLC Member FINRA (https://www.finra.org/) / SIPC (https://www.sipc.org/). 361Firm and Finalis Securities LLC are separate, unaffiliated entities.

    25 min
  2. 2 HR. AGO

    361Firm Briefing 253 "Two Sides of Inflation" (Feb. 11, 2025)

    Stephen Burke discussed the shifting inflation risks, noting a decline from 9% to 3% but rising concerns. He highlighted the impact of high public debt, sluggish productivity, and global economic uncertainties on policy makers. The global inflation rate spiked in 2023 and remains above the 2% target, complicating Fed decisions. Chair Powell's testimony indicated a tight labor market and stubborn mortgage rates. Tariffs aim to support domestic manufacturing, raise revenues, and wield diplomatic power, but their effectiveness is debated. The discussion also covered the impact of tariffs on consumer prices, the role of tech companies in productivity improvements, and the challenges posed by China's resource control. Issues & Risks -Inflation risks have become more two-sided, with concerns about rising inflationary pressures. -High public debt, growing economic divergences, and sluggish productivity growth are limiting policymakers' choices. -Global inflation rates have spiked up and remain above the 2% target. -There are concerns about the impact of tariffs on inflation and economic growth. -Questions about whether the massive spending by tech companies will lead to expected productivity improvements. -Concerns about debt and deficits complicating policy decisions. Questions discussed -Who pays for the tariffs imposed by the government? -Is there an argument that real rates have seen their upside for now and aren't likely to rise much from here? -What is the impact of the return on cash to earnings for companies holding large amounts of cash? -What forms of retaliation are meaningful as a negotiating tool from Asia, Europe, UK, etc., particularly as it relates to tech companies? -Why doesn't the United States Trade Representative use the WTO framework to address trade issues with China? -What exactly is Trump trying to achieve with the sanctions outside of bringing manufacturing into the country? 360 One Firm (361Firm) is an independent global platform to collaborate on investments & philanthropies by/for family offices, institutional investors, and thought leaders. We collaborate across asset classes, industries and borders, in funds and direct (co-)investments as well as in both impact and charitable organizations and causes. Co-founded by ex-Andersen partners, we have a collaborative "one firm"​ culture, tailored to family offices who can add extraordinary value from industry experience and relationships. We believe in active engagement, facilitated by Weekly Briefing Roundtables, "Deep Dive" (web) conferences, and monthly Global Conferences (www.361firm.com/subs). Website: http://www.361firm.com/home LinkedIn: https://www.linkedin.com/company/360onefirm/ Important Notice for 361Firm Events: Rule #1: Teach. No Pitching or Politics. Our 361 forums are designed to facilitate connecting and open, respectful discussions and sharing of data, macro-level ideas, strategies, and insights across industries, asset classes, regions, philanthropies, or other topics. It is prohibited to discuss specific investment offerings or products in these events or our App, but of course you build relationships that can organically lead to offline discussions. Rule #2 - be sure to register. Qualified Purchasers (QPs) can join certain invite-only sessions. Sessions May Be Recorded. By participating in person or virtually, you agree to our sharing recordings, e.g. 361firm.com/synopses. 360 One Firm Capital LLC (361Firm) may include in these materials or events companies (1) in which 361Firm may have invested in or alongside and/or (2) which are clients for which 361Firm could earn a fee from raising capital or connecting to talent or strategic partners. www.youtube.com/361firm (the “361Firm YouTube Channel") is operated by 361Firm, a privately held limited liability company registered in the State of Delaware. 361Firm provides strategic and financial services. 361Firm offers Securities through Finalis Securities LLC Member FINRA (https://www.finra.org/) / SIPC (https://www.sipc.org/). 361Firm and Finalis Securities LLC are separate, unaffiliated entities.

    2h 30m
  3. 3 HR. AGO

    361Firm AI Update #6 (Feb. 11, 2025)

    This meeting discussed various aspects of AI and its impact on global economies. Key points included the rise of decentralized and modular AI, the importance of data sovereignty, and the potential for AI to democratize intelligence. The discussion highlighted the role of AI in sectors like healthcare and energy, and the potential for AI to drive productivity improvements. The meeting concluded with a focus on the upcoming World with Purpose event in Riyadh, emphasizing its role in fostering global partnerships and technological innovation. We discussed the evolving landscape of AI, emphasizing the need for decentralized, personalized AI networks. Cheryl Cunningham highlighted the potential of AI to democratize intelligence, especially in underserved regions like Africa. Michael Hammer raised concerns about AI's impact on critical thinking. Nick Davidov noted the rapid efficiency gains in AI, and Gerod noted costs dropping 10% annually. De Kai warned against overestimating current AI's energy consumption, predicting future models will require less energy. The discussion also touched on the investment landscape, with a focus on small, innovative AI companies and the potential for significant breakthroughs in AI efficiency and application. Issues & Risks -Deep Seek: Concerns about its impact on the AI landscape and potential security implications. -AI Energy Consumption: Conflicting views on whether AI will require more or less energy in the future. -AI Investment: Concerns about concentration of wealth in large AI companies and the need for more funding for smaller, innovative startups. -AI Safety and Control: Discussions about the challenges of controlling and regulating AI development. -Data Privacy and Bias: Concerns about AI systems manipulating information and introducing biases. Next steps -Bill and Mark to discuss AI-related questions for an upcoming survey. -Participants encouraged to fill out a form for the Riyadh event if interested in attending. -De Kai invited participants to follow his substack for more detailed follow-up on AI developments. Questions discussed -"How is it that for the likes of the perception and reality and public expression of dislike from the US administration and the like towards China and China security as it relates to tech?" -"What is the rate presently, right now, in sort of computer processing efficiency, and was deep seek a far more efficient sort of processing, or computer quantitative process, moving thing?" -"What about the children? What should our children be studying?" --- 360 One Firm (361Firm) is an independent global platform to collaborate on investments & philanthropies by/for family offices, institutional investors, and thought leaders. We collaborate across asset classes, industries and borders, in funds and direct (co-)investments as well as in both impact and charitable organizations and causes. Co-founded by ex-Andersen partners, we have a collaborative "one firm"​ culture, tailored to family offices who can add extraordinary value from industry experience and relationships. We believe in active engagement, facilitated by Weekly Briefing Roundtables, "Deep Dive" (web) conferences, and monthly Global Conferences (www.361firm.com/subs). Website: http://www.361firm.com/home LinkedIn: https://www.linkedin.com/company/360onefirm/ Important Notice for 361Firm Events: Rule #1: Teach. No Pitching or Politics. Our 361 forums are designed to facilitate connecting and open, respectful discussions and sharing of data, macro-level ideas, strategies, and insights across industries, asset classes, regions, philanthropies, or other topics. It is prohibited to discuss specific investment offerings or products in these events or our App, but of course you build relationships that can organically lead to offline discussions. 360 One Firm Capital LLC (361Firm) may include in these materials or events companies (1) in which 361Firm may have invested in or alongside and/or (2) which are clients for which 361Firm could earn a fee from raising capital or connecting to talent or strategic partners. www.youtube.com/361firm (the “361Firm YouTube Channel") is operated by 361Firm, a privately held limited liability company registered in the State of Delaware. 361Firm provides strategic and financial services. 361Firm offers Securities through Finalis Securities LLC Member FINRA (https://www.finra.org/) / SIPC (https://www.sipc.org/). 361Firm and Finalis Securities LLC are separate, unaffiliated entities.

    2h 30m

About

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

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign in or sign up to follow shows, save episodes, and get the latest updates.

Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada