SUBSCRIPTIONS · EVENTS · FUNDS / DEALS · PHILANTHROPY / IMPACT · TALENT / PARTNERS

Digest 6/20/23

Linkedin Version

LAST WEEK: Briefing #166 “Transitory and Persistent” (recording, podcast)

TUES: 10:30am Town Hall; 11am Briefing “Policy Responses Reflect Economic Divergences” - subscribe

WED: 6pm UK Time Oxford Evening: punting, dinner - see https://361firm.com/london23

THU: 9am UK Time Oxford Program

WED: Meetups cancelled due to UK Events

JULY 9-11: 2nd annual Newport Conference - https://361firm.com/newport23

361Firm's 5th UK Global Conference. On June 19 at The May Fair hotel we started with our Allocators Session and compared notes on our latest 361 Investor Survey #12 (see #11 analysis). Then we shifted to topical presentations, e.g. Todd Ruppert (ex-CEO of T. Rowe Price, investor in 25+ countries) analyzed global venture, Dr. Ana Armstrong (PM for £50B+ Local Govt. Pension Scheme - Central) addressed global shifts, Sue Nickason of Cayman-based DART SFO, Simon Vine, market commentator Marc LoPresti, energy guru Chris Whyte, and others noted the Program Deck.

On June 21-22, 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.

For details including hotels and to register, go to 361firm.com/london23 and see UK 2023 Preview Video.

Allocators are complimentary once approved via our Diagnostic.

This is going to be exciting. We will host our 2nd annual Newport Conference on July 10, with other informal or indirect programming on the 9th and 11th. You can register now “early bird” at https://361firm.com/newport23. Allocators 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:

• July 10 Newport 9am ET - details to follow

• Sep. 14: Wiesbaden 9am ET, 3pm CET www.361firm.com/wiesfrank2023

• 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.

• June 19-22: 5th UK Conference in London and Oxford: 361firm.com/london23

• July 9-12: 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 

• Dec. 5-6: New York - www.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.

> One Pager: http://361.pub/1pager

> Web: www.361firm.com/home

> Content: www.youtube.com/361firm

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

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