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Weekly Digest 1/2/24

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LAST WEEK: Briefing “Industrial Policy” (recording, podcast); “Utility Infra Challenges & Opportunities” Deep Dive (recording, podcast)

JAN. 2: 10:30 am Town Hall (subscribe); 11 am Briefing #195 “The U.S. Digital Economy” (register)

JAN. 3: 10:30 am Meetups (subscribe); deadline for hotel room blocks - book here

JAN. 4: 12 pm Lunch in New York at Polsinelli (600 3rd Ave) (RSVP)

JAN. 5: 5 pm deadline request to participate in Survey #15 (anonymous results shared with participants)

See all major events at 361firm.com/events, and subscribe to weekly ones at 361firm.com/subs

Jan. 27-29: Naples & Miami Conference & Pickleball Mixers - www.361firm.com/fl24

Feb. 1: Miami Polish/E Europe Growth VC Showcase - www.361firm.com/feb1

Feb. 6: 200th 11 am Briefing & Celebration at ARS & Zoom (subscribe). Share your favorite moments

Feb. 18-19: Dubai Roundtables - www.361firm.com/dubai24

March 20: New York - www.361firm.com/ny24

April 22: Singapore - www.361firm.com/singapr

May 22: Palo Alto - www.361firm.com/paloalto

June: Zurich - details to follow

Sept. 12: London - www.361firm.com/lnsept

Oct. 7: New York - www.361firm.com/nyoct

Nov.: Dubai - details to follow

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

Like last year with 150+ participants, our Florida conferences start on Saturday, this time Jan. 27 at the new AC Naples 5th Ave with panels and breakouts on investing by regions, assets, industries & philanthropic interests. Sunday focuses on the business of sports, leading to our Pickleball Mixer. We then head to Miami for evening gatherings and a conference on Monday.

New speakers include Jim Pallotta (ex-Tudor, Celtics & AC Roma), Winston Ma (author on China's tech investing and global implications, ex-CCCC Director), Peter Borish (Robin Hood). Others include Deepika Sharma, CFA (Blackrock Head of Mgr Selection); Ken Goldman (ex-Head of Eric Schmidt FO); Jon Najarian (ex-CNBC Squawk Box); plus maybe again Mr. Wonderful Kevin O'Leary.

Register and book hotels with room block rates UNTIL JAN. 3 https://361firm.com/fl24.

*361Core enables our core global FOs with $10M+ ALTs capacity to share, vet, and co-invest in unique deals - learn more at 361firm.com/core.

**PCI Allocator Sessions are for QPs and QUIBs approved on completing our Allocator Diagnostic

Please participate in Survey #15 (anonymous results shared at Florida conferences). See past results at www.361firm.com/pci2.

Register for our 200th Tuesday Briefing on Feb. 6 at ARS and via Zoom at 361firm.com/subs. To join, we ask you to share your favorite Briefing moments at www.361firm.com/200.

Last week we hosted a Deep Dive on “Utility Infrasturcture Challenges & Opportunities” with data on global energy consumption by source, renewable energy projects, storage, installation, and forecasts. Thanks to speakers Andrew Fisch, Henk Rogers, Steven Keays. (recording, podcast)

194th Briefing covered the changing terms of global trade in politics and economics, a comparison of major nations’ R&D spend and more. Subscribe | recording | podcast

361 is excited to interact more on deals (funds & companies) in line with B-D compliance.

ONBOARD DEALS (funds or companies) via 361firm.com/onb. Please don’t email deals but onboard them.

Below on a “no name” basis are some of the deals (funds and companies) added last month to our pipeline via www.361firm.com/onb.

361Firm shares materials as appropriate to “Qualified Investors” approved after they have submitted our Allocator Diagnostic and many have given us buy-side mandates. If a deal interests you, email Mark.

Onboarded deals will be reviewed by the core 361 banking team, which could lead to various ways of formal engagement including a full onboarding to our Broker-Dealer platform - here is the 361Firm Deck on acting as a placement agent.

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 - see Survey #13

• Peer Presentations - e.g. Ken Goldman (Eric Schmidt FO), Senofer Mendoza

• Deals/Funds - discussions of fund managers and companies

Click here to indicate interest to join the next PCI Sessions listed below:

• Jan. 29, Miami, 12pm ET 

• Feb. 19, Dubai 

• March 20, New York, 12pm ET

• April 22, Singapore, 8am ET (8pm SG)

• May 22, Palo Alto, 1pm ET

To request to join, confirm your "Qualified Investor" status via this Allocator Form.

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);

(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 synergies and linking to Impact Investing.

We’ve hosted events in 80+ 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 361’s core partners.

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