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Digest 2/26/24

LinkedIn Version

Last Week: Briefing “Great Disconnect” recording | podcast
2/26 9am: Prep Call for 361 March 1-5 GCC Tour on our Zoom
2/27 10:30am Town Hall & Prep for March 20 NY Conf; 11am Briefing “Household Net Worth & Great Disconnect” (register); 12pm Prep for May 20-22 West Coast Tour
2/28 10:30am: Meetups (subscribe)
3/1 8am: Abu Dhabi Breakfast (register)
3/5 8am; Riyadh Breakfast (register)
3/5 6pm; Dubai Reception (register)
3/20: 7th Spring New York Conference (register)

361Firm hosts interactive Roundtables on challenges and opportunities for investing in the GCC and globally from March 1-5, 2024, in Abu Dhabi, Riyadh & Dubai. Register and get more details (including RSVPs) at 361firm.com/gccmarch24 - in the menu section you can register as a delegate or Allocator. On Mon, Feb. 26 9am ET (6pm Gulf ST) we host a Prep/Q&A Zoom on the GCC Tour to share updates and answer questions. Let us know if you’d like to join.

AGENDA - Breakfast for March 1 & 5 (similar for Dubai)

• 8:00 AM - Welcome and Mingling

• 8:15 AM - Intros (name, firm, city of birth, residence, and would like to visit)

• 8:45 AM - Presentation of 361 Investor Survey Results 

• 9:00 AM - Challenges & Opportunities of Investing in the GCC & Globally 

• 9:30 AM - Presentations, Networking and 1:1s

RSVPs - you can see RSVPs (some below) at www.361firm.com/gccmarch24. Allocators include:

• Ali AlSagri, SFO Principal 

• Marshal, Gu, SFO MPM Capital

• Paulina McGroarty, SFO

• Alex Zorin, SFO

• David Moylan, FairGreen Capital (Allocator)

• Depinder Grewal, Investor 

• Kilian Graulich, SFO Advisor

• Giacomo Catalano, Global RE Developer

• Mark Sanor, 361Firm & 361Core

Funds, Companies & Advisors Participating in GCC Tour (and New York March 20 Conference) include:

• Mo El Husseiny*, Ventura Fund - $150M VC Fund, mid-stage pre-IPO disruptive Tech (to confirm)

• C10 Labs - VC Early - MIT-based AI Venture Studio - AI/ML, Robotics; Auton. Mobility - $100M

• Charles Beyrouthy, Forma Prime (VC Fund)

• Anatoly Crachilov, Nickel Digital

• Sophia Swire, GEDI VC

• Homayoun Talieh, Memoria Call, new AI-driven competitor to Zoom and Teams

• Chris Whyte - Metalmark PSI Fund - O&G Secondaries, Buying Discounted LP Stakes - $250M

• Henry Heeney*, Heeney Cap - PE in Metals/Minerals - Controlling equity in Dev-stage Cos - $25M

• Clark Gillam*, Nebari Nat. Res. Fund II - Private Credit in Metals/Minerals - 10-30% LTV. $400M

• Brian Walter, Fairbridge - RE Bridge Loans, target 11-12% net IRR, ~55% LTV, 1-year lock - $300M

• Christian Czernich, Round2 -Rev-based loans to Euro SaaS companies, Fund III €300M

• Piers Cumberlege, Investor, Director

• Abdulaziz Alnajim, SDAIA (leads Saudi’s AI & Data developments) 

  *confirming participation

361 hosts its NY Conference March 20, expecting 200+, ~100 Allocators. See menu bar to the left to view the Agenda (including keynotes such as Esther Dyson, panels and breakouts by regions, assets, industries and philanthropy), to register as a delegate or Allocator, see hotel blocks, RSVPs (soon) and participate in our latest 361 Investor Survey.

Per our LinkedIn post on this, before we re-launch our App, with 500+ people in our Main WhatsApp Group, here are some principles we wish to follow.

Rule 1: 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 2: No promotion (a) of deals (for FINRA compliance) or (b) really anything as it's bad etiquette - we are here to teach, not pitch. 

Rule 3: Keep fun "stuff" to the Social Chat Group

We love you, but even more when you post accordingly and in the right chats - see the full list of 361 Chat Groups below and at https://361.pub/WApp.

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 #15

• Peer Presentations e.g. Peesh Chopra on NextGen Education; Jim Pallotta on Semiconductors

• Deals/Funds - discussions of fund managers and companies

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

• 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.

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

March 1, 8-10AM: Abu Dhabi Breakfast - www.361firm.com/gccmarch24

March 5, 8-10AM: Riyadh Breakfast - www.361firm.com/gccmarch24

March 5, 6-8PM: Dubai Reception - www.361firm.com/gccmarch24

March 20: 7th New York Spring Conference at 15 Hudson Yards - www.361firm.com/ny24

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

May 18: New York 15 Hudson Yards SALT Reception - www.361firm.com/may18

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

June: Zurich - details to follow

July 21 (Sunday) Newport Gatherings - www.361firm.com/np24

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

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

Nov.: Dubai - details to follow

Dec. 3: 8th New York Global Flagship Conference - www.361firm.com/nydec

361Firm's global community is now 7K+ strong across SFOs, institutional investors, funds, and CXOs. Founded in 2015 after my 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

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 80+ cities and 20+ countries, since 2016 via Zoom with Tuesday 11am Briefings, Deep Dives and 10:30am Meetups. You can subscribe to various 361 events and content at https://361firm.com/subs

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