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Digest 10/28/24

LinkedIn Version

361 Community, here are highlights of this week’s Digest:

TUE 10:30am ET": Town Hall & Prep Call for Flagship NY 12/3 Conf; 11am Briefing “7 Days to Go: Election & Markets for Approval” - register

WED 9:30am: Prep Call for Florida 1/25-27 Conf. (sign up); 10:30 Meetups & Prep for Deep Dives on Election & Tax Debrief, LatAm and Future of Real Estate - register; Raleigh Eclipse IP Conf. - reg

NOV. 5: 10:30am 250th Tuesday Briefing "Prep Call" Jan. 21 with gatherings in 50 cities and 500+ participants - to register or host a venue, go to 361firm.com/250

NOV. 7 12pm: Post-Election Debrief + Tax Panels with perspectives from 10+ legal/tax advisors - register

DEC. 3: Flagship Global NY Conference - see details and register at www.361firm.com/nydec

LAST WEEK: Briefing “IMF View of the World” (8am video, pod, 11am vid, pod); “AI Update #5” (vid, pod)

DEAL UPDATES: Richard Branson invests into Space Perspective, DRM and Tone Tag closings, private credit keeps growing, Deal Calls for Bay Bridge Ventures Oct. 29 3pm ET and Recoup Health Oct. 31 at 1pm ET (QPs only - register interest at www.361firm.com/events).

We invite more speakers and co-leaders of Breakouts to join our Flagship NY Global Conference on Dec. 3 (www.361firm.com/nydec) with ~150 participants. Speakers include Esther Dyson, De Kai, Mitzi Perdue, Armen Sarkissian, Josette Sheeran, Ron Diamond, Barbara Doran, Mary D’Souza, and many others. Here is the Program Deck. We can still include speakers on a panel or Breakout Roundtable, or a TED-like topic.

We host a “Flagship Prep Call” Tue., Oct. 29 at 10:30 am ET - click 361firm.com/subs to join Meetups.

At our "AI Deep Dive 5" Professor De Kai, Senofer Mendoza (of Mendoza Ventures), Shahid Azim (C10 Labs), and Nick Davidov (DVC) discussed the implications of AI's accelerating IQ (video https://361.pub/AI5, pod https://361.pub/ai5podcast). De Kai emphasized the existential risks of AI, with polarization algo censorship. We discussed the need to address diverse data and biases but also the massive potential of early-stage AI startups. Our "AI Deep Dive 6: Best Opportunities" will be a 90-min track inside our Flagship Conference in NY Dec. 3 - register at www.361firm.com/nydec.

On Nov. 7, we may not know who won the U.S. Presidency or Senate or House party majorities… but after 361’s “Post-Election Debrief," we will be more enlightened as to Factors to focus on, thanks to panelists from diverse firms. We will do this over Zoom and at 529 5th Ave. (ARS).

Speakers include: Olga Loy, Winston & Strawn, Global Tax Head; Abbie M.B. Everist, BDO; Eric Gelb, PKF O'Connor Davies; Al Puchala, Cap Zones; Ivan Golden, Taft Stettinius & Hollister; Amy Short, Golden Visa Cap; Chris Levkulich, Fennemore; Gregory Wilder, Exemplar; Peter Thurlow, Polsinelli; and Roberta F. Brzezinski, Control Risks. You can register at 361firm.com/subs.

AGENDA (all times ET):
11:00 AM - Informal Mingling (in person and online)
12:00 PM - Briefing Starts - with co-host Stephen Burke (ARS)
12:10 PM - U.S. Political Analysis (Control Risks)
12:20 PM - U.S. Tax Panel
12:50 PM - International Panel
1:10 PM - Breakouts

< Space Perspectives: Richard Branson invests $15M, $12M into Series B; B round still open

< Digital Rights Management is closing on $500K from senior execs of Colliers, JLL and Boston Properties, ~$1M left in $2M round. DLA Piper will co-host with 361 at DLA’s LA & NY offices (with lunch & drinks) to explain legal frameworks behind what DRM is scaling (planned for week of Nov. 11)

< Tone Tag is closing on $35M round over-subscribed, one family office an allocation

< Bay Bridge Ventures* Update Deal Call on Oct. 29 at 3pm ET including on co-invest opportunities

< Recoup Health* Update Deal Call on Oct. 31 at 1pm ET

Allocators can access decks of certain deals (excerpt below) by attesting to QP status via our Diagnostic. We can then grant access to the 361 Mandate Pipeline, which you can search and sort by asset class, stage, size, industry, geography, and key words.  

You can onboard deals via 361firm.com/onb. Some aspects can be added to the No Name Pipeline Excerpt. Mandated clients are added to our Deal Database Shared with 4K+ Allocators. Allocators can access deal decks by attesting to QP status via our Diagnostic.

Oct. 30: Raleigh Eclipse IP Conference, 361.pub/eclipse24

Nov. 7: Post U.S. Election Debrief (including a Panel of Tax Experts) - register

Nov. 21-22 London ATOM II at Science Museum + 361 Roundtables - reg. interest at 361firm.com/lonatom

Dec. 3: NY Flagship Global Conference, 361firm.com/nydec

Dec. 5: Institute for Family Governance, Miami Conference (361 attending)

Jan. 21: 250th Tuesday Briefing, register at www.361firm.com/250

Jan. 24-27: 8th Naples & Miami Conferences, 361firm.com/fl25

Jan. 27*: Miami Hybrid Allocator Lunch before Miami Conference

Feb 4-5: Riyadh “World With Purpose” Summit 2 - register interest at 361firm.com/gcc25.

Feb. 6-8: Abu Dhabi and Dubai 361 Roundtables and events - register interest at 361firm.com/gcc25.

*for QPs approved via our Diagnostic. **if interested to join, email Mark at msanor@361firm.com

361Firm hosts its 8th annual Florida events, with a 4th annual Pickleball Mixer, karaoke, and time to network between panels and roundtables. You can now register “Early Bird“ at 361firm.com/fl25.

Jan. 24 Naples: Informal Drinks and Dinners

Jan. 25 Naples: 9AM Pickleball; 1PM Conference Opens, Panels - AC Hotel; 5PM Breakouts, Reception

Jan. 26 Naples & Miami: 9AM Conference; 12PM  4th Pickleball Mixer; 6PM Miami Reception

Jan. 27 Miami:

11:00 AM Allocator Lunch Session* with Investor Survey results

2:00 PM  Conference Opens, Panels: Global Regions,  Asset Classes

3:00 PM  Breakouts by Regions and Assets, Debrief

3:45 PM  Panels: Emerging Industries, Philanthropy/NextGen

4:45 PM   Breakouts, DeBrief, Reception

On Feb. 4-8, 361Firm hosts its 2025 GCC Tour. It starts on Feb 4-5 in Riyadh with the “World With Purpose” Summit 2 + 361 Roundtables & Feb. 6-8 361 Roundtables in Abu Dhabi, Dubai and a Desert Trek. Exciting details will be shared soon and meanwhile, you can see the current World with Purpose Overview Deck, register interest at 361firm.com/gcc25 including to join our “GCC Tour Prep Call” on Thursdays at 10am ET

Since 2019, Stephen R. Burke of ARS has given opening briefings around the world, and via Zoom on Tuesdays at 11 AM since April 2020. See Briefing Playlist on our 361 Channel. On Jan. 21, 2025, 361Firm will host our 250th Tuesday Briefing in a row. At the 200th mark, we hosted "watch party" gatherings in over 30 cities. This time we aim for 50+ locations and 250+ participants. We seek your help to co-organize (or participate in) simple informal "watch party" gatherings.

Jan. 21 Agenda (all times ET):

10:30: Participant 5-second 4-point Intros (1) name, (2) firm, and (3) city of birth and current residence

11:00: 361Firm shares the 250th "Tribute Collage" Videos*

11:15: Briefing 250 with Q&A

12:00: Receptions in some locations (e.g. lunch in NYC at ARS, 529 5th Avenue)

Watch Parties will be soon listed, and include already Houston, NY, SF, LA, Naples, Cincinnati, and Boston - more to come with your help. If interested to host in your city/town or neighborhood, please let us know via the form at www.361firm.com/250, so we can add to our venue list, and invite others nearby.

We will have a "Prep Call" for this 250th Celebration on Tue. Nov. 5 at 10:30am on our 361 Zoom.