Investing in Fragile Economy; Lunch; UK Conference; Ohio: Digest 5/15/23

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Digest 5/15/23

Linkedin Version

LAST WEEK: Briefing “Reindustrialization of Global Economy” (recording, podcast); Ohio Tour Playlist; Takeaways from 361Firm Dubai Meetings

TUE: 10am ET (3pm UK) Prep Call for June 19-22 UK Conference; 10:30am Town Hall; 11am Briefing #162: “Investing in an Increasingly Fragile Economy" - register

WED: 10:30am Event/Group Meetups to mobilize future events and initiatives - subscribe

THU: 11:30am Lunch in Greenwich at Eastend. Register at 361firm.com/subs. See current RSVP list.

TUESDAY BRIEFING

LUNCH IN GREENWICH

We host this week our Thursday Lunch in Greenwich at Eastend (409 Greenwich Ave), the same restaurant as last year, which can accommodate about 25-30 people. Space is limited so please register your interest to join at 361firm.com/subs. Here is the current RSVP list.

OHIO TOUR PLAYLIST & PICTURES

Takeaways from Ohio Tour #6:

-Trip to TRC showed innovative approach of government to support automotive technology and safety

-Great event at HorsePower Farms with local family officers and connectors in the Ohio community, with high performance cars and Ohio-produced E-bikes

-May 10 PCI Allocator session with interesting investment ideas, including from guests with interesting perspective like Michael Weisback, an OSU professor focused on Private Equity

-May 10 Conference shed light on energy transition intelligence, endowments, O&G secondaries. We had great educational content on developing regions in Ohio and development efforts for Appalachia

-Fascinating NextGen panel on work with the nexus of AI and human intelligence, and the need for all gens to collaborate and share perspectives

-In Canton, several area foundations led by Timken and family offices and investors welcomed us at the NFL Football Hall of Fame and Walsh College to share the dynamics the drivers for the region.

Click here for the Ohio Tour #6 Playlist of all the recordings.

SURVEY 12 RESULTS

Once again Bill Deuchler shared in his presentation the results from Survey #12. Our Community’s view on inflation expectations, US economy growth, view on economic environment (stagflation<inflation), recession expectation in (US, Europe, UK), GDP and allocation changes are covers in this presentation. We will share updated results in June during UK Conference and compare them with Ohio’s results, but now we continue to encourage to participate and share your point of view on these questions in our Survey #12.

JUNE 19-22 UK CONFERENCE

LAST WEEK’S BRIEFING

“The Reindustrialization of the Global Economy” (recording, podcast) - Subscribe

ALLOCATOR SESSION - NEXT JUNE 19 LONDON/ZOOM

Family office Principals, CIOs & Institutional (PCI) investors who are approved “QP Active Allocators” may join our PCI Allocator Sessions whose agenda items focus 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

The next upcoming PCI Sessions are noted below.

June 19 London 7am ET, 12pm UK www.361firm.com/london23
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" status via this short Allocator Form.

FULL CALENDAR

May 18: Lunch in Greenwich CT
June 19-22: 5th UK Conference in London and Oxford: 361firm.com/london23
July 9-12: Newport, RI - details to follow
Sept. 12-13: Wiesbaden, Frankfurt (Prestel) www.361firm.com/wiesfrank2023
Sept. 14: Sheffield Summit - www.361firm.com/londonsummit2023
Oct. 10-12: New York (Prestel* Oct. 10-11) - www.361firm.com/newyorkoct2023
Oct. 16: Raleigh-Durham - scheduled, details to follow
Nov. 8-10: Zurich (Prestel* Nov. 9-10) - 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

PREP CALLS. To be added to the Prep Calls for the events per the table below, register interest (or pay) in the specific events from our Events page (or above). Checking boxes in the Subscriptions page will just add you to distribution lists for updates.

WhatsApp Groups for various events and sub-communities. You can click the links below to join:

2023 Overall Tour: 361.pub/2023TourWApp;
London: 361.pub/LondonWApp
Singapore: 361.pub/singWApp
Naples/Miami: 361.pub/FLWApp
GCC: Riyadh, Dubai: 361.pub/GCCWApp

Forms to Shape Agendas and Speakers. For various events, we set up “Input Forms” to help organize suggestions for panels, speakers. Click links below to add input. See picture below for London form.

London: 361.pub/inputlondm23
Singapore: 361.pub/singaporeinput

To suggest an idea for an event 361Firm to host (or co-host), please click here: 361.pub/eventidea

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.

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