A Case of US Equities; Newport Playlist, More Future Events: Digest 7/29/24

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Digest 7/29/24

LinkedIn Version

LAST WEEK: Briefing “What’s Next for Politics, Policy and Portfolios” - video, pod; Newport Playlist: Zeitgiest recording (podcast), Emerging Industries recording (podcast), Philanthropy NextGen recording (podcast); Debriefs recording (podcast)

TUE. 10:30 am Town Hall, 11am Briefing #225 “A Case of U.S. Equities” - register

WED. 10:30 am Group Meetup - register

7/30 11AM TUES BRIEFING: A CASE FOR U.S. EQUITIES

PLAYLIST WITH NEWPORT PANEL RECORDINGS

LAST WEEK’S BRIEFING: “WHAT’S NEXT FOR POLITICS?”

The conversation centered around the potential economic and political implications of the upcoming US election, with Stephen Burke discussing the potential impact of a Trump or Biden presidency. W also talked about the projected ending value of the S&P 500 and the likelihood of a broader market rally. The group also discussed the evolving nature of warfare and defense spending, with a focus on the growing interest from Silicon Valley and the importance of navigating complex government contracts and regulations. Finally, we covered the interplay between technological advancements and geopolitical risks, highlighting the potential for disruptive technologies to impact national security (video, pod)

➡ Subscribe: www.361firm.com/subs

FEB. 4-7 KSA + UAE 361FIRM EVENTS

On Feb. 4-5, 361Firm co-hosts the 2nd edition of the World With Purpose (WWP) summit with a maximum 300 participants, building on last year’s summit in UAE led by our partner Roberta Calarese - see WWP II Deck. If interested to be or propose a speaker, let us know via 361.pub/suggest.

ONBOARD DEALS

YOU CAN ONBOARD YOUR DEALS. Submit deals via 361firm.com/onb - far more effective than emailing as it goes to our team which reviews on our morning calls, which could lead to:

(1) a formal sell-side engagement for our Broker-Dealer platform as described at 361firm.com/onb or

(2) an investment considered by 361Core Members (with at least $10M to invest in ALTs in the next 12 months) who give 361 a wide buy-side mandate - see www.361firm.com/core).

Formally mandated clients can be added to (a) our Private Deal Database, (b) the agenda for PCI Allocator Sessions, and a range of investment banking marketing services

BECOME A 361 BANKING PARTNER

361Firm welcomes partnering with other Broker-Dealers (B-Ds), or Registered Reps. (RRs) to enhance our collective deal flow and investor distribution. You can cross-sell your deals to 361’s community of 4K+ allocators. You can share 361’s deals to your investors - see our 25+ sell-side mandates of both direct deals and funds (see 361 External Pipeline), and we have a long queue of potential mandates on which we could collaborate.

(1) RRs at a B-D can collaborate immediately. We have a BD Fee-Share Framework Agreement to add both mandates (yours and ours) and Approved Investors (yours and ours).

(2) RRs can join 361Firm and stay independent but enjoy lower BD fee percentages, lower annual costs, and inside access to 361 investors and deals - see 361firm.com/coreaffiliate. You can also join 361 as a new RR, taking your tests to be licensed with our B-D (Finalis).

To kick off the process, please submit our simple form (excerpt below), and we will quickly revert.

SEPT 12: 6TH LONDON CONFERENCE

361Firm hosts its 6th London Conference on Sept. 12, 2024. The agenda will be posted soon, but here is a link to the playlist of panel recordings from the 2023 Conference.

You can register at 361firm.com/lnsept now as a delegate ($100) or as our guest if an Active Allocator (see guidelines) once approved upon submitting our Allocator Diagnostic.

OCT 10: NEW YORK CONFERENCE

361Firm hosts its 9th New York Conference on Oct. 10, 2024 at Polsinelli (600 3rd Ave 42nd fl.). The agenda will be posted soon, but you can see here the videos here from past New York conferences, which first started in 2018 (see summary). See Highlights from the March 2024 Conference.

You can register now at 361firm.com/nyoct as an Active Allocator as our guest (see guidelines) or as a delegate ($2600, then the fee increases by $200 each week until Oct. 1 or when we fill a maximum of 50 delegate passes as we have capacity for 150 and reserved 100 for allocators).

OCT 17: CHICAGO CONFERENCE

You can register now for $500 at 361firm.com/chi24. The registration fee will increase to $750 on Friday July 26 at 12pm ET, then start increasing $100 every Wednesday.

To register for Oct. 18-20 60M Congress - https://60mln.pl/en/

JAN 24-27: FLORIDA CONFERENCE

You can register with “Early Bird“ rates at 361firm.com/fl25. On July 27 the regisration fees will increase to $1,000 each for Naples and Miami and $1,600 for Full Package

CALENDAR

Sept. 12-13: 6th London Conference - www.361firm.com/lnsept

Oct. 10: 9th New York Conference - www.361firm.com/nyoct

Oct. 17: Chicago - www.361firm.com/chi24

Oct. 18-20 60M Congress - https://60mln.pl/en/

Nov. 21-22: London Advance Tomorrow Summit 2 + 361Firm Roundtables & Nov. 20 361Firm Tour and Roundtables in Cambridge - details to follow

Nov. 21-22: London-Cambridge ATOM II Summit - at the Science Museum + 361Firm Roundtables & Nov. 20 361Firm Tour and Roundtables in Cambridge - details to follow

Dec. 3: New York Flagship Global Conference - www.361firm.com/nydec

Jan. 24-27: Naples & Miami - 8th Florida Conference - www.361firm.com/fl25

Feb. 4-5: Riyadh Riyadh “World With Purpose” Summit 2 + 361Firm Roundtables & Feb. 6-9 Abu Dhabi, Dubai and a Desert Trek - details to follow. LEAP is Feb. 11-12 in KSA. If interested to speak, 361.pub/suggest

*For QP investors actively allocating as LPs, approved by 361Firm via our Diagnostic, who can also access Deal decks via our Pipeline page with a password (you can request to msanor@361firm.com).

Protocols for WhatsApp Groups by Topics & Regions

Per our LinkedIn post on this, before we re-launch our App, as we already have 1K+ in our WhatsApp Groups (600 in the Main Group), here are some key principles to follow:

Rule 1: These forums are here to teach, not pitch. Do NOT promote deals (for FINRA compliance), or really anything as it's bad etiquette. As such, share news or insights to help our community understand the investment and philanthropy landscape, or bona fide questions or ideas about our events or initiatives

Rule 2: Keep fun "stuff" and references to non-361 events to the Social Group

You can see the full list of 361 Chat Groups at https://361.pub/WApp.

361Firm's global community is now 8K+ strong across SFOs, institutional investors, funds, and CXOs. Founded in 2015 after 10 years with an SFO investing in and with funds/FOs and 10+ years as a lawyer and M&A Partner at Andersen and EY in Europe/Asia. 360 stems from hosting roundtables since 2005 on moving to New York. "One Firm" comes from the global collaborative culture of Arthur Andersen where co-founders were once partners.

361Firm now primarily collaborates in four areas:

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

(2) Raising Capital for funds and companies via our broker-dealer platform;

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

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

We’ve hosted events in 85+ cities and 20+ countries, since 2016 via Zoom with Tuesday 11 am Briefings, Deep Dives, and 10:30 am Meetups. Subscribe to various 361 events and content at 361firm.com/subs

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