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Onboard

Onboard As

AN INVESTOR

A FUND/DIRECT DEAL

A BANKING PARTNER

A STRATEGIC ADVISOR

PARTNER REQUEST/ JOB POSTS

A PHILANTHROPY

A CO-LEADER

361 Partner Services

12/3/24 NYC

12/3 NY Overview

NY Dec. 3 Agenda

LP Allocator Registration

Participating Funds & Companies

Deal Database Access for Allocators

RSVPs NYC 12/3

Survey to Shape Agenda

Sponsors

Sponsor - New 2024

Conduct Code, Notices

Previous New York Conferences

Hotels

Events

Sponsors

Sponsor

Principles for Sponsors

361Sponsors

Code of Conduct and Important Notices

Allocators

Overview

Diagnostics

Step 1: Short Diagnostic

Step 2: Long Diagnostic

Approved PCI Allocators

361Core

361Core - Overview

361Core - Strategies & Filters

361Core - Pipeline Funnel

361Core - Member Benefits

361Core - Regular Meeting Schedule

361Core - Criteria for Members

361Core - Member Code of Conduct

361Core - Transaction, Membership and Other Fees

361Core - Fast Track Private Deal Onboarding

361Core - Package of Documents

361Core - Members

Step 1: Allocator Diagnostic

Step 2: Core Supp. Form

361Core - Exec Team

Q4 Survey #17

Contact Us

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360 One Firm Group, 1460 Broadway, 7th Floor, New York, NY 10036msanor@361firm.com

360 One Firm (361Firm) is a global community of over 8,000 across Single Family Offices, institutional investors, funds, and CXOs - all collaborating to navigate investment and philanthropy landscapes. You can subscribe to various 361 events and content at https://361firm.com/subs

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www.361firm.com (the 361Firm Website") is a website 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 / SIPC. 361Firm and Finalis Securities LLC are separate, unaffiliated entities.