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            UK/EU Agenda, SALT Rooftop Takeaways: 361Firm Digest 9/16/22͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;͏‌&nbsp;
        
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      <p style="color:inherit;font-size:.9375em;margin:0 0 1.25em 0;font-weight:normal;font-family:'DejaVu Sans Condensed', 'Liberation Sans', 'Nimbus Sans L', 'Helvetica Neue', Helvetica, Arial, sans-serif;letter-spacing:-.01em;line-height:1.02;margin-top:5pt;margin-bottom:1pt;" class=""><strong>LAST WEEK:</strong> Briefing "Capital Flows &amp; Winter of Sacrifice" (<a href="https://www.youtube.com/watch?ab_channel=361Firm&amp;v=Qb8Bnfns0_w" rel="nofollow" style="color:#1c75bc !important;">recording</a>, <a href="https://360-one-firm.simplecast.com/episodes/briefing-127-capital-flows-winter-of-sacrifice-sept-13-2022" rel="nofollow" style="color:#1c75bc !important;">podcast</a>), SALT </p><p style="color:inherit;font-size:.9375em;margin:0 0 1.25em 0;font-weight:normal;font-family:'DejaVu Sans Condensed', 'Liberation Sans', 'Nimbus Sans L', 'Helvetica Neue', Helvetica, Arial, sans-serif;letter-spacing:-.01em;line-height:1.02;margin-top:5pt;margin-bottom:1pt;" class=""><strong>NEXT WEEK:  UK/EU Tour </strong><a href="https://361firm.com/ukeu22" rel="nofollow" style="color:#1c75bc !important;">register</a>; 11am <strong>Briefing</strong> #128 from Germany <a href="https://361firm.honeycommb.com/groups/tuesday-briefings/register" rel="nofollow" style="color:#1c75bc !important;">register</a>. </p>
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      <p style="color:inherit;font-size:.9375em;margin:0 0 1.25em 0;font-weight:normal;font-family:'DejaVu Sans Condensed', 'Liberation Sans', 'Nimbus Sans L', 'Helvetica Neue', Helvetica, Arial, sans-serif;letter-spacing:-.01em;line-height:1.02;margin-top:5pt;margin-bottom:1pt;" class="">We updated our UK/EU Tour schedule in London to respect Queen Elizabeth II and the practicalities of travel in Mayfair (albeit the Tube will be running - see this <a href="https://bit.ly/london_tr" target="_blank" rel="nofollow noopener noreferrer" style="color:#1c75bc !important;"><span style="font-size:inherit;font-weight:inherit;line-height:inherit;margin:0;text-decoration:underline;">useful article on transport</span></a>). The conference will take place start on Sunday, Sept. 18 at the May Fair Hotel (Conference Area 8) at 1pm with panels and breakouts, 5pm Reception with Breakouts by region, assets, industries and niche interests (large Private Dining Room). </p><p style="color:inherit;font-size:.9375em;margin:0 0 1.25em 0;font-weight:normal;font-family:'DejaVu Sans Condensed', 'Liberation Sans', 'Nimbus Sans L', 'Helvetica Neue', Helvetica, Arial, sans-serif;letter-spacing:-.01em;line-height:1.02;margin-top:5pt;margin-bottom:1pt;" class="">On Monday, as we still have the rooms reserved, we will welcome people to stop by for breakfast and/or lunch, with a TV to observe the procession. </p><p style="color:inherit;font-size:.9375em;margin:0 0 1.25em 0;font-weight:normal;font-family:'DejaVu Sans Condensed', 'Liberation Sans', 'Nimbus Sans L', 'Helvetica Neue', Helvetica, Arial, sans-serif;letter-spacing:-.01em;line-height:1.02;margin-top:5pt;margin-bottom:1pt;" class="">The remaining tour in Wiesbaden, Frankfurt and Zurich is unchanged. Updated agenda below</p><p style="color:inherit;font-size:.9375em;margin:0 0 1.25em 0;font-weight:normal;font-family:'DejaVu Sans Condensed', 'Liberation Sans', 'Nimbus Sans L', 'Helvetica Neue', Helvetica, Arial, sans-serif;letter-spacing:-.01em;line-height:1.02;margin-top:5pt;margin-bottom:1pt;" class=""><strong>- Register &amp; Indicate Interests, Hotels</strong>: <a href="http://www.361firm.com/ukeu22" rel="nofollow" style="color:#1c75bc !important;"><strong>361firm.com/ukeu22</strong></a></p><p style="color:inherit;font-size:.9375em;margin:0 0 1.25em 0;font-weight:normal;font-family:'DejaVu Sans Condensed', 'Liberation Sans', 'Nimbus Sans L', 'Helvetica Neue', Helvetica, Arial, sans-serif;letter-spacing:-.01em;line-height:1.02;margin-top:5pt;margin-bottom:1pt;" class=""><strong>- Program Deck</strong>: <a href="https://lnkd.in/ecAdMfuU" rel="nofollow" style="color:#1c75bc !important;">https://lnkd.in/ecAdMfuU</a>; <strong>RSVP list</strong>: <a href="https://361.pub/UKEURSVPs" rel="nofollow" style="color:#1c75bc !important;">361.pub/UKEURSVPs</a>; </p><p style="color:inherit;font-size:.9375em;margin:0 0 1.25em 0;font-weight:normal;font-family:'DejaVu Sans Condensed', 'Liberation Sans', 'Nimbus Sans L', 'Helvetica Neue', Helvetica, Arial, sans-serif;letter-spacing:-.01em;line-height:1.02;margin-top:5pt;margin-bottom:1pt;" class=""><strong>-</strong> <strong>LinkedIn event</strong>: <a href="http://361.pub/LInUKEU22" rel="nofollow" style="color:#1c75bc !important;">361.pub/LInUKEU22</a>; <strong>Prestel Conference</strong>: email me or <a href="mailto:mspaeth@361firm.com" rel="nofollow" style="color:#1c75bc !important;">Michael Spaeth</a> </p>
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              <div class="section-caption-text" style="position:relative;"><p class="" style="font-size:.9375em;line-height:1.618em;margin:0 0 1.25em 0;font-weight:normal;margin-top:0;margin-bottom:0;font-family:'DejaVu Sans Condensed', 'Liberation Sans', 'Nimbus Sans L', 'Helvetica Neue', Helvetica, Arial, sans-serif;letter-spacing:-.01em;color:#313131;">Stephen Burke of ARS joins the “Rethinking Global Allocations” panel in London and leads his 128th Briefing from Germany by Zoom at 11AM ET / 5PM CET.  <strong>Register &amp; Indicate Interests at</strong> <a href="http://www.361firm.com/ukeu22" rel="nofollow" style="color:#1c75bc !important;"><strong>361firm.com/ukeu22</strong></a></p></div>
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              <div class="section-caption-text" style="position:relative;"><p class="" style="font-size:.9375em;line-height:1.618em;margin:0 0 1.25em 0;font-weight:normal;margin-top:0;margin-bottom:0;font-family:'DejaVu Sans Condensed', 'Liberation Sans', 'Nimbus Sans L', 'Helvetica Neue', Helvetica, Arial, sans-serif;letter-spacing:-.01em;color:#313131;">Is the west prepared for a winter of sacrifice? What does it all mean for investors? - see more in last Tuesday’s<strong> </strong>Briefing #127<strong> </strong>(<a href="https://www.youtube.com/watch?ab_channel=361Firm&amp;v=Qb8Bnfns0_w" rel="nofollow" style="color:#1c75bc !important;">recording</a>, <a href="https://360-one-firm.simplecast.com/episodes/briefing-127-capital-flows-winter-of-sacrifice-sept-13-2022" rel="nofollow" style="color:#1c75bc !important;">podcast</a>). <a href="https://lnkd.in/eQv5yus" rel="nofollow" style="color:#1c75bc !important;">Register for our Tuesday 11am Briefings</a> and <a href="https://lnkd.in/eCDpQkXc" rel="nofollow" style="color:#1c75bc !important;">see all recordings</a>.</p></div>
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