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Weekly Digest 5/28/24

LinkedIn Version

LAST WEEK: 4th SF/Palo Alto Conference - highlights; playlist; Briefing "Investing in a Period of Disruption"- recording, podcast; NYC Reception @Ink 48 Penthouse - see Photo Album

TUE. 5/28 10:30 am Town Hall and 11 am Briefing “Economic Well-Being”- register

WED. 5/29 10:30 am ET Global Meetup - subscribe

Our 4th SF/Palo Alto Conference enabled us not only to compare notes in a conference setting but also to interact first-hand at Stanford and Berkeley, plus Silicon Valley Bank, and other “institutions” where deals have happened like the Village Bakery, Buck’s (where you can Apple’s first computer) and The Family Farm Club. Here is our LinkedIn post and some posts by participants below:

• post by Anurag Chandra on "thought-provoking panel on secondaries investing, which featured powerhouse participants" Lara Druyan, Martha Heitmann, and Raj Gollamudi: Podcasts: Zeitgeist of Silicon Valley, Secondary Markets Panel, Emerging Industries Panel, Philanthropy & NextGen Panel

• post by Kelvin Ung on “meeting an energetic group of allocators, venture investors, pioneers and founders…innovation is suffering from being starved of liquidity and this meetup really showed me that the impact is all the way through to the grass roots”

• post by panelist Catherine Shiang on the conference and new friends

• post by Michal Majerczak on an "incredible two days at UC Berkeley and Stanford, discussing the opportunities challenges and threats of human-centered AI"

• post by Mark Jarvis on our opening evening at Silicon Valley Bank

• post by Ann C. Oleson who brought great speakers, energy and thinking to the tour

• post by philanthropy panelist Abby Sun on her family office’s model for giving

Here are links to the Highlights Video; the Full Playlist of panel recordings, and Podcasts of the Zeitgeist of Silicon Valley, Secondary Markets Panel, Emerging Industries Panel, Philanthropy & NextGen Panel

PROCESS FOR QUALIFIED INVESTORS. 361 enables approved Allocators (Qualified Purchasers) to access our Deal Database, including some below, searchable by assets, size, type, and industries, along with links to decks.

Once approved to submit our 361 Diagnostic, you can also access the Schedule Link to set up meetings with companies and funds at our events (e.g. Palo Alto & San Fransisco Conference) and in general.

To visualize our pipeline, the table below shows deals by Asset Class and Industries.

ACCESS MANDATED DEALS. Below are many of 361’s Mandates, which you can access here and sort by assets, size, type, and industries, with links to decks.

ACCESS ALL SUBMITTED DEALS. Below is an excerpt of our No Name Pipeline reflecting recently onboarded deals. Note that we have not done due diligence on these via further onboarding with broker-dealer compliance, but welcome your indications of interest.

ONBOARD DEALS. Submit deals via 361firm.com/onb - far more effective than emailing as it goes to our team which reviews morning calls. We will keep it confidential and you can decide if the “no-name” parts can be added to the No Name Pipeline.

July 21 Sunday Roundtables and Reception in Newport RI - www.361firm.com/np24

Sept. 12-13: London - www.361firm.com/lnsept

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

Nov. (Date TBA): Riyadh Major Conference - details to follow

Nov. 21-23: London-Cambridge-Oxford - details to follow

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

*For QP investors actively allocating as LPs, approved by 361Firm via our Diagnostic, who can also access Deal decks via our Pipeline page with a password (you can request to msanor@361firm.com).

Family office Principals, CIOs & Institutional (PCI) investors who are approved “Active Allocators” may join these sessions after confirming "Qualified Investor" status via this Allocator Form

Allocators with $10M+ to invest in ALTs in the next 12 months qualify for 361Core, enabling members to share, vet, and co-invest in unique deals - see 361firm.com/core.

Per our LinkedIn post on this, before we re-launch our App, with ~1K people in our WhatsApp Groups (600+ in just the Main Group), here are some key principles to follow.

Rule 1: We are here at 361 to help each other. Keep all dialogue constructive and show respect to one another or you will be removed.

Rule 2: 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 3: No promotion (a) of deals (for FINRA compliance) or (b) really anything as it's bad etiquette - these forums are here to teach, not pitch. 

Rule 4: Keep fun "stuff" and any references to non-361 events to the Social Chat Group

You can see the full list of 361 Chat Groups at https://361.pub/WApp.

361Firm's global community is now 8K+ strong across SFOs, institutional investors, funds, and CXOs. Founded in 2015 after 10 years with an 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 where co-founders were once partners.

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

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