Bruce Pollack Interview at 361Firm’s Newport Conference - July 2025

361Firm Briefing 281 "Wyoming Wisdom" & Transition to 361Firm.Digital (Aug 26, 2025)

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 [https://361firm.digital]). Video: https://361.pub/A26d [https://361.pub/A26d] Transcript: https://361.pub/a282025transcript [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 * Content: www.youtube.com/361firm * Weekly Digests: www.361firm.com/digest

361Firm Briefing "US Still a Magnet for Capital" Meetup and 361Firm.Digital (July 29, 2025)

361Firm Briefing "US Still a Magnet for Capital" Meetup and 361Firm.Digital (July 29, 2025) Transcript: https://361.pub/j292025 [https://361.pub/j292025] Video: https://youtu.be/B0nNMwz6ALk [https://youtu.be/B0nNMwz6ALk] Podcasts on Apple (https://361.pub/podcast_apple [https://361.pub/podcast_apple]), Spotify (https://361.pub/spotify [https://361.pub/spotify]), Simplecast (https://361.pub/pods [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

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 [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

Bruce Pollack Interview at 361Firm’s Newport Conference - July 2025

Bruce Pollack Interview at 361Firm’s Newport Conference - July 2025 SUMMARY KEYWORDS Newport Conference, Bruce Pollack, business ventures, networking, entrepreneurs, investors, energy, real estate, high tech, AI, Jamaica development, affordable housing, limestone export, strategic partners, South Coast Associates. SPEAKERS Bruce Pollack Bruce Pollack 00:00 My name is Bruce Pollack. I'm the host at this event. I have lived in the Newport area for 20 years, and from the Boston area, I've had many different types of business ventures, starting from restaurants to cell phone technology to real estate, environmental products. So I've been involved in many different types of business, and you know, this was a great event today. Mark did a great job organizing the events and bringing together really a cohesive group of entrepreneurs and investors and interested parties, interested in many different types of investment, from energy to real estate to high tech to AI and so forth. So I found to be a very worthwhile and very positive experience. He's got a great network of people to draw from, and I look forward to working in the future to develop more contacts and networking. So I would say it was very positive events. It was a good use of In other words, a lot it takes. It takes a lot of work to cultivate relationships. So if in one meeting, if you can cultivate several, it's it's a good use of time. So I find it to be as a good use of time great. Some great relationships were made for foster and it was a good opportunity for some of my my fellow organizers that I work with, some some of the people on my team, to sort of meet more of the the audience that we're that we're dealing with, for them to get their name out there a little bit, and an opportunity to network as well. So So overall, I'm very pleased with it and look forward to more events. And it's a great it's a lot of work. I mean, I've, Mark's been here, I've seen the work. We've worked at it. And this was done, by the way, in very short time, because I wasn't supposed to be here. So basically, we did this in like four or five days. So thanks again. Good work. 361 team. And look forward to future endeavors, future networking events. And it's a great social event in terms, in addition to the business, it's a great, just great to talk to people that have similar, similar stories. You know, when you're when you're a visionary. Use that word bullet entrepreneur, because it says a different ring to it. But I find that, you know, you there, there. There aren't a lot of people that really understand that. So ups and downs you go through to get to get somewhere, to get something done, takes quite a bit, probably better sacrifice too, by the way. It's a lot, but, you know, I see, I see it just from this, from Mark's team as well. So we are working on a comprehensive development in Jamaica, a residential, comprehensive development Jamaica encompassing tourist and affordable housing projects as well as limestone export and use of limestone in the country. So we, we have strategic partners in the stone, and we have, we control many properties in Jamaica, and we're, this is, it's a five to seven year plan, which could yield in the vicinity of 5x or higher. 5x would be conservative. So my history is taking properties and getting into deals that people would say, you know, it's not it's not ready, or it's not real. I mean, so forth, so forth. But my belief is that when I see a VIG, when I see something that has the future, that has the potential, that's where I want to be. So LinkedIn or through our website. South Coast associates, SCA Jamaica, gmail.com, 857-222-8157, or LinkedIn. South Coast associates, Bruce Pollock, look forward to any contacts, and we'd be happy to provide any information or come down. Just come on down. Come on down. We'll take a tour. We'll take a ride. Easiest, that's the best way. My uncle told me years ago, you don't you don't talk about it. You You go there. You walk, you, you walk the streets. I grew up in the restaurant business, so um, bought and sold many restaurants in Boston, and you walk the ground, you actually see it for yourself. So thank you again. You. 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

Lubna Dajani Interview at 361Firm’s Newport Conference - July 2025

Lubna Dajani Interview at 361Firm’s Newport Conference - July 2025 SUMMARY KEYWORDS AI ethics, embedded security, privacy, investment decisions, stakeholder perspective, complex problems, agentic safety, autonomous systems, philanthropic investments, commercial reference opportunities, innovation scale, market creation, technology viability, primary market impact. SPEAKERS Lubna Dajani Hi, well, I'm Lubna Dajani. I'm from New York. My background is concentration, AI, particularly AI, ethics team and machine team, embedded security, so semiconductor level and identity and generally privacy. Like always, we're putting quality. Of the people is phenomenal. It was interesting to see how many people, no matter what the conversation was, it always came back to AI, and I think that's great, but I think it's also increases my strong need that I feel for raising awareness and understanding to the impact of how we thinking of AI and the language we use and where we place in our investments. The decisions we're making today will frame the choices we have tomorrow. Where we invest today is going to drive that bubble or the growth of meaningful implementations, but it's I'm delighted to see so many people here that are not only looking to do well. I'm happy to because I have a extensive background in post sectoral collaboration. I am published in on chance of disciplinary collaborations, which really essential when you have a stakeholder perspective that's needed to solve complex problems, challenges that we have today. So I'm here to help anyone think through the implications the safety, the agentic safety, or agentic security of, obviously, of AI and autonomous systems in terms of we also do small investments. And I say small because they are philanthropic more than they are just investments. And so if there's anybody here that wants any help thinking through the process or in scale and creating meaningful commercial reference opportunities that demonstrate the viability of the technologies they're investing in in a way that demonstrates it for the primary market and create impact. That's what we be delighted to do, or just help scale an innovation. If we like it, we'll create a market for it and. 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