DEALS · ONBOARD · EVENTS · SUBSCRIBE

Digest 7/8/24

LinkedIn Version

LAST WEEK: Briefing “What Would Fed Achieve By Lowering Rates Now?”- recording, podcast; “Travel Tech” Deep Dive - highlights, recording, podcast

TUE. 10:30am Town Hall, 11am Briefing #222 “Politics, Policy & Markets”- register

WED. 10:30am Global Meetup - register

JULY 21: 3rd Newport Conference & Reception - register at 361firm.com/np24 ($1800, $2100 July 9)

SEPT. 12: London Conference - now $1300 at 361firm.com/lnsept

OCT. 10: 9th NY Conference - now $2000 at 361firm.com/nyoct (note change from Oct. 7)

FEB 4-5 Riyadh - see below and Deck. If interested to speak, let us know via 361.pub/suggest.

361 enables the community to onboard deals (funds and companies) via www.361firm.com/onb, which kicks off a process for Allocators to see selected ones in our “No Name Pipeline Excerpt”.

Allocators who attest to Qualified Purchasers status via our 361 Diagnostic and approved can access our Deal Databases, including some below, searchable by assets, size, type, and industries, along with links to decks. They can also access the Schedule Link to set up meetings with companies and funds at our events or in general.

On July 21, 361Firm hosts its 3rd Newport Conference and Reception at the Vanderbilt Hotel. Here are links to the Agenda (also below), RSVPs to date, and recordings from the 2022 and 2023 events.

You can see details and register at https://361firm.com/np24 as a delegate ($1800, increases to $2100 on July 9). Allocators receive complimentary access by attesting to “QP” status via our Diagnostic.

The conversation focused on the ongoing debate among central banks about rate cuts, particularly their potential effects on economic growth, inflation, and the global economy. Participants discussed the challenges faced by central banks and individual companies in dealing with economic uncertainties, such as labor supply and immigration issues, tariffs, inflation, interest rates, and fiscal policy. We also addressed the evolving nature of the economy, geopolitical dynamics, and Europe's need to bolster its economic and technological independence in response to Russia's aggressive actions and the US's economic stimulus programs.
➡ Recording, podcast
➡ Subscribe: www.361firm.com/subs

PROCESS FOR QUALIFIED INVESTORS. 361 enables approved Allocators (Qualified Purchasers) to access our Deal Database, including some below, searchable by assets, size, type, and industries, along with links to decks. Once approved via our 361 Diagnostic, you can also access the Schedule Link to set up meetings with companies and funds at our events and in general. To visualize our pipeline, the table below shows deals by Asset Class and Industries - we also can provide other matrix pipeline views.

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

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 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 you 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.

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 ($1300) or as our guest if an Active Allocator (see guidelines) once approved upon submitting our Allocator Diagnostic.

July 21 Newport RI - 3rd Newport Conference and Reception - www.361firm.com/np24

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

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

Nov. 21-23: London-Cambridge-Oxford ATOM II Summit - details to follow

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

Jan. 24-27: Naples & Miami - 8th Florida Conference - details to follow

Feb. 4-5: Riyadh Conference for 300 Participants + 6-7th UAE - details to follow. See WWP II Deck.

*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).

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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