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Here’s the 361Firm Digest for 4/15/24: 4/16 Briefing on “Inflation, Iran & Econ. Strength”; 17 New Deals; NYC Lunches 4/18 & 22; Singapore 4/25 and SF/Palo Alto 5/21-23͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
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4/16: 10:30am ET Town Hall; 11am Briefing 210 “Inflation, Iran & Surprising Economic Strength” register 4/17: 10:30am ET Group Meetups, subscribe 4/18: 12pm ET Lunch in New York (529 5th Ave, ARS), RSVP April 19 - DVC | The AI Rabbit Hole - AI Conference in San Francisco 2024 - register at https://www.madhats.ai/ 4/22: “Special Needs: Focus on Elder Care” via Zoom + 11:30 AM Lunch at ARS (register) 4/25: Singapore Breakfast Roundtable 8:30-11AM at Tower Club, 361firm.com/singapr 5/20: NYC Reception 5-7PM, details to follow 5/21-23: 4th SF/Palo Alto Conference with Berkeley & Stanford Visits, register 361firm.com/paloalto LAST WEEK: Briefing “China's Economy - Peak or Valley” recoding | podcast; Pre-IPO Market Outlook (Allocators can request access); NY Lunch at L’Adresse; London Lunch at The Royal Thames Yacht Club NEW DEALS: We show an excerpt below with 17 new deals (funds and companies) in our pipeline.
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BRIEFING #210 “Inflation, Iran & Surprising Economic Strength”
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Tuesday’s 210th 11am ET Briefing focuses on things that scared us last week and yet the US equity markets reached new highs. You will see data on crude, gold, rate cut expectations, and a chart putting the small size of Europe’s capital markets into perspective. You can subscribe to the Briefings and other recurring events and content at https://361firm.com/subs.
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MAY 21-23: SF/Palo Alto with Berkeley & Stanford Tours
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361 returns to SF/Palo Alto on May 21-23. We host our conference with Berkeley & Stanford Tours May 21-23, with another great group of family offices and institutional investors, funds, founders, and thought leaders at Perkins Coie in Palo Alto May 22 but kick off informally in SF May 21 and on May 22 start with breakfast at UC Berkeley and a special tour and panel. We end on May 23 with a breakfast and tours of Stanford. As always, we bring a great group of family offices and institutional investors, plus funds, founders, and thought leaders. You can register now at 361firm.com/paloalto as either an Active Allocator (see guidelines) or a delegate but note the fee increases from $1,000 now by $200 every Tuesday at 12PM until May 14 at $1800. Registration closes May 17. The Agenda will be similar to past conferences with interactive roundtables and panels but will start on March 21 with a reception in SF per below: Mon. May 21 - San Francisco 7PM Informal Reception Tue. May 22 - Berkeley 8AM Breakfast & Special Tour; 1-9PM Conference in Palo Alto Wed. May 23 - Stanford 8AM Breakfast & Special Tour (details to follow); Family Farm visit
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Tue. May 22 at 1-9PM in Palo Alto & Menlo Park 1:00 PM Conference Opens at Perkins Coie, Palo Alto (3150 Porter Dr.) - Mingling and 1:1s 2:00 PM "Zeitgeist of Silicon Valley" with Keynotes including top-tier VC Seed investor Benjamin Narasin and a Panel of LPs and GPs and Founders 3:00 PM Allocating by Global Regions & Asset Classes Panel 3:30 PM Roundtable Breakouts by Regions, Assets* 4:15 PM Emerging Industries Panel with an emphasis on AI. 4:45 PM Optimizing Impact, Philanthropy & NextGens Panel + Roundtables 7:00 PM Additional Reception at the Rosewood Sand Hill (Menlo Park)
361 enables approved Allocators (Qualified Purchasers) to join as complimentary guests with access our Deal Database, searchable by assets, size, type, and industries, along with links to decks. Once approved after submitting our 361 Diagnostic you can access it and the Scheduling Link to set up meetings with companies and funds at our events including the Palo Alto & San Fransisco Conference.
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APRIL 25: Singapore Roundtable 9-11AM at Tower Club
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361Firm hosts its 6th Singapore event on April 25 at Tower Club. Details at 361firm.com/singapr. Allocators are complimentary once approved after submitting our Diagnostic. If you are not an Active Allocator, you can purchase a ticket for $361. Note that the “early bird” registration fee goes up after April 15 from $361 to $500. |
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On registering at 361firm.com/singapr, note what scares and excites you in today’s global investment landscape, particularly as to the best strategies for Asia - which will be a topic of discussion. |
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LAST WEEK: 4/9 BRIEFING: “China's Economy - Peak or Valley at ARS & Zoom”
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The briefing discusses the current economic challenges facing China, particularly its slowing growth rate and the repercussions of its heavy investment in real estate. Despite efforts to stimulate consumption, China is still grappling with economic imbalances and excess inventory in the property market. The discussion delves into China's significant debt-to-GDP ratio and the potential for a jubilee-like resolution to address the issue, highlighting the complexities of both domestic and foreign debt holders. recoding | podcast | Subscribe: www.361firm.com/subs |
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NEW DEALS by Asset Class, Size and Alpha
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Below are some of the most recent deals (funds and companies) added to our pipeline. Qualified Purchaser (QP) Allocators can access part of 361Firm’s Deal Database (searchable by assets, type, industries, size, etc. with deck links), once approved via our Diagnostic.
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NEW DEALS by Duration, Type, Industry, Geo, Industry
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YOU CAN ONBOARD DEALS via 361firm.com/onb - please take 2-5 minutes to onboard this way - far more effective than emailing us. We will keep it confidential and you can decide if the “no-name” parts can be added to the 361 Pipeline for Approved Allocators. |
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Onboarded deals are reviewed by the 361 banking team in daily pipeline calls. This could lead to (1) a formal sell-side engagement by onboarding our Broker-Dealer platform as described at 361firm.com/onb or (2) an investment considered by 361Core Members (with at least $10M to invest in ALTs in the next 12 months) which give 361 a wide buy-side mandate - see more at www.361firm.com/core). Formally mandated clients can be added to (a) our Private Deal Database described below, (b) the agenda for PCI Allocator Sessions, and a range of i-banking marketing services. |
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Allocator Sessions & 361CORE
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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.
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See major events at 361firm.com/events. Subscribe to weekly recurring events at 361firm.com/subs April 18 - New York Lunch at 529 5th Ave (ARS), RSVP April 22: Special Needs: Focus on Elder Care” via Zoom + 11:30 AM Lunch at ARS (register) April 25: Singapore Breakfast Roundtables at 8:30-11am Tower Club - www.361firm.com/singapr May 14: Columbus, Ohio Roundtable, Reception - details to follow May 15: Granville, Ohio Denison U - Best Ball Golf Outing - details to follow May 20: New York Reception 5-7pm - www.361firm.com/may20 May 21-23: 4th SF/Palo Alto Conference - register 361firm.com/paloalto June (Date TBA): Zurich - details to follow July 21 Newport - www.361firm.com/np24 Sept. 12-13: London - www.361firm.com/lnsept Oct. 7: New York - www.361firm.com/nyoct Nov. 21-23: Cambridge/London - details to follow Nov. (Date TBA): Dubai - details to follow Dec. 3: New York - www.361firm.com/nydec
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PROTOCOLS FOR WhatsApp GROUPS by Topics & Regions
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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: 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 - these forums are here to teach, not pitch. Rule 3: Keep fun "stuff" to the Social Chat Group You can see the full list of 361 Chat Groups at https://361.pub/WApp.
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361Firm's global community is now 8K+ 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. 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 11am Briefings, Deep Dives and 10:30am Meetups. Subscribe to various 361 events and content at 361firm.com/subs > Web: 361firm.com/home > Content: youtube.com/361firm > Digests: 361firm.com/digest > Subscribe: https://361firm.com/subs > Onboard 361: www.361firm.com/onboard
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