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Here’s 361 Weekly Digest for 5/13: US Finances Briefing; 5/16 Hybrid Lunch on Tech on Zoom & @Stifel’s Bryant Park Offices; Details on Berkeley & Stanford Programs for 5/22-23͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
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Dear 361 Community, here is the Weekly Digest. Key highlights: > added 30+ recently submitted deals to No Name Pipeline > updated Mandate Sheet (receive password post-QP Diagnostic) > updated SF/PA Agenda for Berkeley & Stanford > Tech is Thursday’s Hybrid Lunch topic - request to join via Zoom and at Stifel’s Bryant Park office Best, the 361 Team
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TUE. 5/14: 10:30am ET Town Hall; 11am Briefing “Reviewing U.S. Finances” - register WED. 5/15: 10:30am ET Global Meetup on Zoom - subscribe THU. 5/16: 12pm ET Hybrid Lunch via Zoom. Topic: “Tech Views from Silicon Valley, Wall St. & Globally” - includes CIO of Stifel, our co-host at their Bryant Park offices - request to join FRI. 5/17: 1:30pn ET (10:30am PT) “Run of Show” Zoom for Registrants to our SF/Palo Alto Conference 5/21-23: 4th SF/Palo Alto Conference with VIP Berkeley & Stanford Visits, register 361firm.com/paloalto LAST WEEK: Briefing “Stagflation, Productivity” - recording, podcast; Lunch on “Supply Chains”
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UPDATE ON BERKELEY AND STANFORD. We kick off informally in SF May 21 with drinks. On May 22 we start at UC Berkeley with panels of professors sharing insights on AI, digital health, climate tech and entrepreneurship with tour of the Invention Lab. We then shift to Palo Alto. For Allocators, a lunch session starts at 12 focusing on Survey 16 and deals. At 2pm the conference starts with a panel on the “Zeitgeist of Silicon Valley” led by Ed Oates (Oracle co-founder), Ben Narasin (VC, ex-NEA) and others. The next panel is on Secondaries, a key topic to understand both opportunities and direction of the markets. Then we will give into Emerging Industries (ready AI in part) and Philanthropy & NextGen, before we move to Breakouts. After an interactive reception we head for drinks at Rosewood Sand Hill. On May 23 we meet for a series of lectures and tours of the key pillars of Stanford including the AI Institute, the Nano lab and Semiconductors lab. You can see the detailed agenda and register at 361firm.com/paloalto - as either an Active Allocator (see guidelines) or delegate - fee is now $1.8K and increases to $2.5K on Friday, May 17. Registration closes May 20 at 12pm PT (3pm ET). Below in the Calendar Section is the current agenda. |
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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 on submitting our 361 Diagnostic you can also access the Schedule Link to set up meetings with companies and funds at our events (e.g. Palo Alto & San Fransisco Conference) and in general. To visualize our pipeline, the table below shows deals by Asset Class and Industries.
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SEE UPDATED MANDATE PIPELINE
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ACCESS MANDATED DEALS. Below are many of 361’s Mandates, which you can access here and sort by assets, size, type, and industries, with links to decks.
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SEE NEWLY SUBMITTED DEALS ON “NO NAME” PIPELINE
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ACCESS ALL SUBMITTED DEALS. Below is an excerpt of our No Name Pipeline reflecting recently onboarded deals. Note that we have not done due diligence on these via further onboarding with broker-dealer compliance, but welcome your indications of interest.
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ONBOARD DEALS. Submit deals via 361firm.com/onb - far more effective than emailing as it goes to our our team which reviews on morning calls. We will keep it confidential and you can decide if the “no-name” parts can be added to the No Name Pipeline.
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LAST WEEK’s BRIEFING: “Stagflation and Productivity”
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This week we discussed various factors contributing to the current economic landscape. Three typical causes of recession (monetary tightening, oil price spikes, and speculative asset bubbles) , as well as stagflation, which is characterized by high inflation, low economic growth, and high unemployment. The growth may be relatively low in some regions, as well as unemployment rates. We also covered conflicting economic indicators and the challenges facing central banks in addressing them. Additionally, we discussed the importance of productivity in combating inflation and driving economic growth, highlighting the potential impact of technology advancements, particularly in AI.
➡ Recording, podcast
➡ Subscribe: www.361firm.com/subs |
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LAST WEEK’s LUNCH TOPIC: “Supply Chains & Logistics”
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The topic for last week’s Thursday Hybrid Lunch was Supply Chains and Logistics, co-led by CJ Follini who leads the NOYACK Logistics Income Fund. Other fund managers in the space joined as well as Palo Alto-based Ben Narasin who discussed some of the companies in which he has invested over the years. |
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PLEASE PARTICIPATE IN INVESTOR SURVEY 16 TODAY!
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These Surveys are designed to provide 361 community participants with added intelligence by comparing notes. Survey 16 preliminary results will be shared on an anonymous basis on May 22 at the Allocator Session during the Palo Alto Conference (and via Zoom). The deadline is May 17, 2024. Participate now: 361firm.com/survey16. |
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May 14: 10:30am ET Town Hall; 11am Briefing #214 - register May 15: 10:30am ET Global Meetup on Zoom; 11am Macro Briefing #214 - subscribe May 16: 12pm ET Hybrid #92 Lunch. Topic: “Future of Tech (AI, Semi’s, Nano) from Silicon Valley to Wall Street & Beyond” - includes CIO of Stifel, our host from their offices by Bryant Park. Request to join May 17: 10:30am ET “Run of Show” Zoom for Speakers & Registrants in our 4th SF/Palo Alto Conference May 20: New York Reception 5-7pm - www.361firm.com/may20 (we are changing venues, stay tuned) May 21-23: 4th SF/Palo Alto Conference - register 361firm.com/paloalto- see below** July 21 Sunday Roundtables and Reception in Newport RI - www.361firm.com/np24 Sept. 12-13: London - www.361firm.com/lnsept Oct. 7: New York - www.361firm.com/nyoct Nov. (Date TBA): Riyadh Major Conference - details to follow Nov. 21-23: London-Cambridge-Oxford - details to follow Dec. 3: New York - www.361firm.com/nydec *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 SF/PALO ALTO AGENDA Tues. May 21 - San Francisco 4-7 PM Informal Reception (details soon) Wed. May 22 - Cal Berkeley CITRIS Innovation Hub, 4/F 8:00 AM Breakfast Reception / Networking 8:30 AM Intro of CIH & Climate Initiatives, Jill Finlayson 9:10 AM Intro of Digital Health Initiatives, Jolie Lam 9:30 AM Presentations / Demos of Startups (TBC) 10:10 AM Fireside chat with Startups 10:30 AM Invention Lab/Tech Museum, Jill/Dan Chapman 11:30 AM AI Ethics Discussion, Professor De Kai
Wed. May 22 - Alto Conference Perkins Coie, 3150 Porter 12:00 PM Allocator Session* w/Survey 16 results 1:30 PM Conference Opens, Mingling, 1:1s 2:00 PM "Zeitgeist of Silicon Valley" Panel 3:00 PM Secondary Markets Panel 3:45 PM Emerging Industries Panel, incliding AI 4:15 PM Philanthropy & NextGen Panel 4:45 PM Roundtables by Interests 5:15 PM Debrief of Breakouts & Reception 7:00 PM Drinks at Rosewood Sand Hill
Thur. May 23 - Stanford University 7:30 AM Breakfast Reception / Networking 8:00 AM Human-Centered AI Institute, Dr. Peter Norvig 8:30 AM AI Discussion, led by Dr. Norvig and Prof. Wu 10:30 AM Nano Lab Tour, Dr. J Provine (including part where Hewlett & Packard did their work) 11:00 AM State of Semiconductors, Dan Armbrust (Silicon Catalyst, SIA & CHIPS Act Advisor) 12:00 PM Entrepreneurship, lunch speakers shed light on research plus various startup founders 2:00 PM The Family (Farm Club) tour (30 minutes away)
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ALLOCATOR SESSIONS & 361CORE
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Family office Principals, CIOs & Institutional (PCI) investors who are approved “Active Allocators” may join these sessions after confirming "Qualified Investor" status via this Allocator Form Allocators with $10M+ to invest in ALTs in the next 12 months qualify for 361Core, enabling members to share, vet and co-invest in unique deals - see 361firm.com/core.
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PROTOCOLS FOR WhatsApp GROUPS by Topics & Regions
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Per our LinkedIn post on this, before we re-launch our App, with ~1K people in our WhatsApp Groups (600+ in just the Main Group), here are some key principles to follow. Rule 1: We are here at 361 to help each other. Keep all dialogue constructive and show respect to one another or you will be removed. Rule 2: ONLY post: (a) worthy news or insights, (b) what can help our community (e.g. medical experts last week or (c) updates or questions on upcoming events (without promoting - see Rule 2) Rule 3: No promotion (a) of deals (for FINRA compliance) or (b) really anything as it's bad etiquette - these forums are here to teach, not pitch. Rule 4: Keep fun "stuff" and any references to non-361 events to the Social Chat Group You can see the full list of 361 Chat Groups at https://361.pub/WApp.
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361Firm's global community is now 8K+ 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. 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 11am Briefings, Deep Dives and 10:30am Meetups. Subscribe to various 361 events and content at 361firm.com/subs > Web: 361firm.com/home > Content: youtube.com/361firm > Digests: 361firm.com/digest > Subscribe: https://361firm.com/subs > Onboard 361: www.361firm.com/onboard
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