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)

You can subscribe to various 361 events and content at https://361firm.com/subs. For reference:

• 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
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• Weekly Digests: www.361firm.com/digest

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.

You can subscribe to various 361 events and content at https://361firm.com/subs. For reference:

• 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

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,

You can subscribe to various 361 events and content at https://361firm.com/subs. For reference:

• 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