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Weekly Digest 7/3/23

LinkedIn Version

LAST MONTH: 5th UK Conference - see recordings below, Full Playlist and our UK23 Photo Album

LAST WEEK: Briefing “European Competitiveness” (recording, podcast)

TUE. DAY OFF: to honor America’s Independence Day

WED: 10:30am Town Hall as Prep Call for Newport Conference (see below); 11am Briefing “Highest & Longer than Expected” - subscribe

JULY 9-10: 2d ann’l Newport Conference - see details and register at 361firm.com/newport23. See Preview Video.

With the July 4 holiday tomorrow, we will have our 169th Briefing will be our first one on a Wednesday. Both inflation and interest rates are higher and longer than expected. Click here to Subscribe to our Briefings.

Our 5th UK Conference was special with the range of amazing people and global perspectives. The conversations were enlightening as you can see in the video recordings below.

Many of the speakers will be joining us in Newport July 9-10 - see details below and at 361firm.com/newport23.

I am particularly proud of how our community co-created a robust Oxford Program with tours and speakers at Said Business School, Blavatnik School, Christ Church, Wadham, Bodleian Library, Radcliffe Camera, and more. Again, you can see some great pictures and videos of Oxford in our UK23 Photo Album

For our 2nd Newport Conference, it looks like we will reach our capacity of around 100 at this rate with 70+ RSVPs already. See participants below and in the Program Deck. You can register at 361firm.com/newport23. Allocators to funds are complimentary once approved via our Diagnostic.

To ensure a diverse range of perspectives in our latest Survey, we kindly request you to spare just 1-5 minutes of your time to submit your valuable insights. Rest assured that your responses will remain anonymous, and we will share the results with Bill Deuchler, who will compile an analysis and present it (Deck on Survey 11 Results). The deadline for submission was last week, but we could still incorporate your input for the final version of the report. As a token of our appreciation, all participants will receive a copy of the presentation on June 19 and the final report.

Family office Principals, CIOs & Institutional (PCI) investors who are approved “Active Allocators” may join our with the agenda items focused on

• Global Intelligence - sharing results from our latest Investor Surveys - currently Survey #12

• Peer Presentations - e.g. in Miami Ken Goldman (Eric Schmidt FO), Kevin O'Leary

• Deals/Funds - at the end, we bring in fund managers and founders

Other upcoming Allocator Sessions are below:

• Sep. 14: London 1pm UK, 8am ET - details to follow

• Nov. 8: Zurich 9am ET, 3pm CET www.361firm.com/zurichnov2023

• Dec. 5: New York 9am ET www.361firm.com/newyorkdec2023

To request to join, confirm your "Qualified Purchaser" or “QUIB” status via this short Allocator Form.

• July 9-10: Newport, RI - www.361firm.com/newport23

• Sept. 12-13: Wiesbaden, Frankfurt - www.361firm.com/wiesfrank2023

• Sept. 14-15: London/Sheffield Summit - www.361firm.com/londonsummit2023 

• Oct. 10-12: New York - www.361firm.com/newyorkoct2023

• Oct. 16: Raleigh-Durham - details to follow

• Nov. 8-10: Zurich - www.361firm.com/zurichnov2023 

• Nov. 14-16: Singapore Summit - www.361firm.com/singnov2023 

• Nov. 29-30: New York - (note change of schedule - details to follow) 361firm.com/newyorkdec2023

• Jan. 27-29: 7th Naples & Miami Conferences - details to follow

• Feb. 13-15 & 19-21, 2024: Riyadh & Dubai Conferences - details to follow

361Firm's global community is now 7K+ strong across SFOs, institutional investors, funds, and CXOs. Founded in 2015 after 10 years with a SFO investing in and with funds/FOs and 10+ years as a lawyer and M&A Partner at Andersen and EY in Europe/Asia, we now primarily collaborate in four areas:

(1) Investments (Allocator Sessions, core members with first access & intelligence, fund formations);

(2) Raising Capital ($8B+ to date in funds/companies by our broker-dealer platform);

(3) Connecting Partners/Talent (including our CIO Council); and

(4) Optimizing Philanthropy, interconnecting for efficiencies and linking to Impact Investing.

We’ve hosted events in 69+ cities and 20+ countries, since 2016 via Zoom with Tuesday 11am Briefings, Deep Dives and 10:30am Meetups. 360 stems from hosting roundtables since 2005 and "One Firm" from Andersen heritage of the core partners.

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> Digests: https://361firm.com/digest

> Deck: http://361.pub/i-bank