361Firm

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Onboard

A FUND/DIRECT DEAL

A BANKING PARTNER

A STRATEGIC ADVISOR

PARTNER REQUEST/ JOB POSTS

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

Survey to Shape Agenda

Sponsor - New 2024

Conduct Code, Notices

Previous New York Conferences

Sponsors

Principles for Sponsors

Code of Conduct and Important Notices

Allocators

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

Sign In My Account

Onboard

A FUND/DIRECT DEAL

A BANKING PARTNER

A STRATEGIC ADVISOR

PARTNER REQUEST/ JOB POSTS

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

Survey to Shape Agenda

Sponsor - New 2024

Conduct Code, Notices

Previous New York Conferences

Sponsors

Principles for Sponsors

Code of Conduct and Important Notices

Allocators

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

Jan. 24-27, 2025: 361Firm’s 8th Naples & Miami Conferences
Overview
Deal Database Access for Allocators
LP Allocator Registration
RSVPs Florida 2025
Agenda
Previous Florida Conferences
For Sponsors
Code of Conduct and Important Notices

RSVPs for NAPLES & MIAMI 8TH FLORIDA CONFERENCE

To be provided soon.

Subscriptions to Events & Content

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

Securities are offered through Finalis Securities LLC Member FINRA / SIPC. 361Firm is not a registered broker-dealer, and Finalis Securities LLC and 361Firm are separate, unaffiliated entities. Finalis Privacy Policy | Finalis Business Continuity Plan | FINRA BrokerCheck

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.