INVESTMENTS · PHILANTHROPY · TALENT / PARTNERS · EVENTS · SUBSCRIBE

Digest 10/31/23

Linkedin Version

LAST WEEK: Briefing “Dangerous Times” (recording, podcast); Short Hills Golf; NY Lunch

TUE: 10:30am Town Hall (subscribe); 11am Briefing #186 “Thoughts on Shareholder Wealth Creation” (and Destruction) (register)

WED: 10:30am Group Meetup (subscribe)

THUR: 12pm Lunch at ARS (subscribe)

Immediately below on a “no name” basis are deals (funds and companies) added this month to our pipeline via www.361firm.com/onb. Please do not email deals but onboard them.

361Firm can share materials when and as appropriate to “Qualified Investors” approved after they have submitted our Allocator Diagnostic and many have given us buy-side mandates. If any deal interests you, email Mark.

Onboarded deals will be reviewed by the core 361 banking team, which could lead to various ways of formal engagement including a full onboarding to our Broker-Dealer platform - here is the 361Firm Deck on acting as a placement agent.

For more info on the pipeline, see section at the end below.

Register Interest for Lunches 11/2, 11/9 & 11/16

Click here to register interest in the Thursday New York Lunches this month. The next two are at ARS offices (529 5th Ave, at 44th). On the 16th we take the private room at L'Adresse NOMAD (1184 Broadway). Below is a picture of last week’s lunch.

On Nov. 29, we host our Global Conference in New York, with panels and breakouts to discuss how best to navigate today's investment landscapes by regions, assets and industries, plus collaborating on philanthropic interests. We will have a Prep Call Tues. Oct. 31 at 10:30am ET on our Zoom to provide updates and answer questions. Register at 361firm.com/newyork2023. Fee increases Nov. 1 from $750 to $900 and to $1500 Nov. 15.

NOV. 29 AGENDA:

•   8:00 AM - 361Core Session*

• 12:00 PM - Allocator Session**: Intros, Results of Survey #13 and Deals

•   2:00 PM - Conference Welcome

•   2:30 PM - Zeitgeist Panel on Global Allocations

•   2:30 PM - Asset Class Panel (VC, PE, RE, Credit, Public Markets)

• 3:00 PM - Breakouts by Regions & Assets

•   3:30 PM - Debrief on Breakout Takeaways

•   3:45 PM - Emerging Industries Panel  

• 4:15 PM - Impact, Next-Gen, and Philanthropy Panel

•   4:45 PM - Breakouts by Industries & Impact/Philanthropy Interests 

•   5:15 PM - Recap and Final Takeaways

•   5:30 PM - Reception

*361Core is enables collaboration on investments among global family offices with $10M+ to invest in ALTs (companies and funds). To learn more, go to www.361firm.com/core.

**Our PCI Allocator Sessions enable QPs and QUIBs to compare notes via our Investor Surveys and peer presentations. To learn more, go to www.361firm.com/pci2.

Active allocators, approved after submitting our Diagnostic receive complimentary access to the Conference as well as the PCI Session. 361Core is only for approved members.

For all others, to register, go to www.361firm.com/newyork2023. Note “Early Bird” fee of $750 increases to $900 on Nov. 1 , to $1000 Nov. 8, $1250 Nov. 8, and $1500 on Nov. 15.

In Singapore Dec. 3-6 361 partners with Armen Sarkissian's Advanced Tomorrow (ATOM) Summit (see Program) at the National University of Singapore (NUS) to enable global leaders and investors. It starts with a VIP dinner on Dec. 3, then two days of conference sessions on Geopolitics, Frontiers in Space, Equity, Pandemic Preparedness, Digital Health and AI, and Longevity. 361 moderates the final panel of investors to reflect on the best opportunities before Armen and Prime Minister Lee Hsien Loong wrap it up. On Dec. 6, 361 co-hosts a morning session for investors before special tours of Singapore. No cost to attend, but a committee approves participants. Register interest at 361firm.com/singdec

361 is excited to interact more on deals (funds & companies) in line with B-D compliance.

ONBOARD DEALS. You can onboard deals (funds or companies) via www.361firm.com/onb.

Onboarded deals will be reviewed by the core 361 banking team, which could lead to various ways of formal engagement including a full onboarding to our Broker-Dealer platform - here is the 361Firm Deck on acting as a placement agent: http://361.pub/i-bank.

“No name” aspects are made available to Qualified Investors to enable inbound interest via our No Name Mandate Menu (see screenshot excerpts below).

In turn, 361Firm can share materials as appropriate with those approved as “Qualified Investors” after they have submitted our Allocator Diagnostic.

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 #13

• Peer Presentations - e.g. Ken Goldman (Eric Schmidt FO), Senofer Mendoza

• Deals/Funds - discussions of fund managers and companies

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

• Nov. 29 New York, 12pm ET

• Dec. 6 Singapore 8am local, 8pm Dec. 5 ET

• Jan. 29 Miami, 12pm ET  

To request to join, confirm your "Qualified Investor" status via this Allocator Form.

• Nov. 28: 361Core Member Dinner** - New York - email Mark to request to join

• Nov. 29 8AM: New York 361Core Member Session**

• Nov. 29 12PM: PCI Allocator Session for Approved Investors* - indicate interest

• Nov. 29: 2-7PM: 361 New York Global Conference - www.361firm.com/newyork2023

• Dec. 3-6: 361 partnering with ATOM Summit led by Armen Sarkissian & Prime Minister Loong, moderating final investor panel - register interest at www.361firm.com/singdec 

• Jan. 27-28: 361 7th Naples Summit & 3d ann’l Pickleball Mixer - www.361firm.com/fl24

• Jan. 28: 361Core Member Dinner**

• Jan. 29 8AM: 361Core Member Session**

• Jan. 29 12PM: PCI Allocator Session for Approved Qualified Investors* - indicate interest

• Jan. 29 2-7PM: 361 7th 361 Miami Conference - www.361firm.com/fl24

• Feb. 1: Miami 361 co-hosts with 60M Congress to showcase Polish companies expanding to the U.S., per our Sept. events in Warsaw and Rzeszów.

• Feb. 13-15 & 19-21, 2024: 361 Riyadh & Dubai Roundtables - details to follow

• Feb. 1: Miami Polish Growth VC Showcase w/60M Congress - details to follow 

• Feb. 16th 361 Riyadh & 19th 361 Dubai Roundtables - details to follow

• April 22: Singapore - details to follow

• May 22: Palo Alto - details to follow

• June TBA: Milan - details to follow

• Sept. 12: London - details to follow

• Oct. 7: New York - details to follow

• Nov. TBA: Zurich - details to follow

• Dec. 3: New York - details to follow

*We host monthly Allocator Sessions for family office Principals, CIOs and Institutional (PCI) investors to share knowledge via surveys (we just launched Survey #13) and peer presentations. On Oct. 12 we will have over 100 PCIs via Zoom and in person in New York. If you are a Qualified Investor and active allocator, register interest via our Diagnostic

**361Core is our premium offering to enable members with a minimum of $10M capacity to share, vet and co-invest in unique private investments. If you think 361Core might be a fit, email me and we can set up a call with our 361Core Team.

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);

(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 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. 360 stems from hosting roundtables since 2005 and "One Firm" from Andersen heritage of 361’s core partners.

> One Pager: 361.pub/1pager

> Web: 361firm.com/home

> Content: youtube.com/361firm

> Digests: 361firm.com/digest

> Deck: 361.pub/i-bank