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Weekly Digest 8/12/24

LinkedIn Version

Dear 361 Community, here are highlights of this week’s Digest:

• 20+ New Deals in August so far. See below

• Aug. 13 10:30am “Prep Call” to Shape Events; 11am Briefing “With 84 Days To Go, Anyone’s Election to Lose” (subscribe, see last Tue. recording); 11pm event early bird fees

• Aug. 15* NYC Lunch at Morton’s Steakhouse*

• Aug. 21* NYC Lunch at Control Risk on “What Scares Family Offices?”*

*for QPs approved via Diagnostic. To join, email Mark

You can onboard deals via 361firm.com/onb. Some aspects can be added to the No Name Pipeline Excerpt. Mandated clients are added to our Deal Database Shared with 4K+ Allocators.

You can become a 361 banking partner via 361firm.com/bankers as another B-D or as a 361 Reg. Rep. - stay independent, lower fees, and share with your investors 361’s Mandates

Allocators can access deals (see excerpt below) by attesting to QP status via our Diagnostic - along with links to most deck and video presentations.

Sept. 12*: London Hybrid Allocator Lunch at The May Fair Hotel & Zoom before Conference

Sept. 12: 6th London Conference at The May Fair Hotel - www.361firm.com/lnsept

Oct. 10*: New York Hybrid Allocator Lunch at Polsinelli & Zoom before NY Conference

Oct. 10: 9th NY Conference, 361firm.com/nyoct

Oct. 17: Chicago Conference, 361firm.com/chi24

Oct. 30: Raleigh Eclipse IP Conference, 361.pub/eclipse24

Nov. 20: Cambridge Roundtables; Nov. 21-22 London ATOM II at Science Museum + 361 Roundtables - register interest at 361firm.com/lonatom

Dec. 3: NY Flagship Global Conference - 361firm.com/nydec

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

Feb. 4-8: GCC Tour. Feb 4-5: Riyadh “World With Purpose” Summit 2 + 361 Roundtables & Feb. 6-8 361 Roundtables in Abu Dhabi and Dubai - register interest at 361firm.com/gcc25

*for QPs approved via our Diagnostic. **if interested to join, email Mark at msanor@361firm.com

We host a special NYC Allocator Lunch on Aug. 15 at Morton’s Steakhouse (5th Ave.) on “Guest Rooms of the Future” for allocators who attest to QP status via our Diagnostic. If interested, email Mark.

Also, for single family offices, on Aug. 21 we host a lunch workshop with Control Risk on “What Scares Family Offices Today? How to Mitigate Risks and Use Better Intel?” Again, if interested, email Mark.

361Firm hosts its 6th London Conference on Sept. 12, 2024. The agenda* is posted, and 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 for $2100 (the fee goes up every Wednesday by $200, to $2300 on August 14), or as our guest if an Active Allocator (see guidelines) once approved upon submitting our Diagnostic.

361Firm hosts its 9th New York Conference on Oct. 10, 2024 at Polsinelli (600 3rd Ave.). You can see the agenda and register now at 361firm.com/nyoct. Active Allocators can join as our guest (see guidelines) or you can register as a delegate (now $3000 - the fee increases by $200 each week until Oct. 1. Our New York events started in 2016 but the conference first started in 2018 (see summary). Also, here are highlights from 361Firm's March 2024 Conference.

You can register now for $950 at 361firm.com/chi24. The fee will increase by $100 every Wednesday. Also, we join again on Oct. 18-20 for the "60M Congress" focused on opportunities in and with Poland and Eastern Europe - you can register for that at https://60mln.pl/en/.

361Firm hosts its 8th annual Florida events, which include a 4th annual Pickleball Mixer, karaoke, and ample time for networking between many panels and roundtable breakouts. You can now register with “Early Bird“ rates at 361firm.com/fl25 for $1,000 each for Naples and Miami and $1,600 for the Full Package.

Jan. 24 Naples: Informal Drinks and Dinners

Jan. 25 Naples: 9AM Pickleball; 1PM Conference Opens, Panels - AC Hotel; 5PM Breakouts, Reception

Jan. 26 Naples & Miami: 9AM Conference; 12PM  4th Pickleball Mixer; 6PM Miami Reception

Jan. 27 Miami:

11:00 AM Allocator Lunch Session* with Investor Survey results

2:00 PM  Conference Opens, Panels: Global Regions,  Asset Classes

3:00 PM  Breakouts by Regions and Assets, Debrief

3:45 PM  Panels: Emerging Industries, Philanthropy/NextGen

4:45 PM   Breakouts, DeBrief, Reception

On Feb. 4-8, 361Firm hosts its 2025 GCC Tour. It starts on Feb 4-5 in Riyadh with the “World With Purpose” Summit 2 + 361Firm Roundtables & Feb. 6-8 361Firm Roundtables in Abu Dhabi, Dubai and a Desert Trek - exciting details will be shared soon but meanwhile, register interest at 361firm.com/gcc25.