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Digest 8/6/24

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Dear 361Firm Community, here are a few highlights of this week’s Digest:

• Today’s Briefing on Volatility. Last week’s case for US equities isn’t without volatility. On Tuesday at 11am ET we share tons of new data. Subscribe at www.361firm.com/subs

• London Calling. On top of our May Fair Hotel Conference Sept. 12 we team with Armen Sarkissian’s Summit at London’s Science Museum Nov. 21-22. Register interest at 361firm.com/lonatom

• 300+ for 361 GCC Tour Feb 4-5 in Riyadh “WWP”, 6-8 UAE. Register interest at 361firm.com/gcc25

• NYC Lunches Aug. 15 at Morton’s Steakhouse (5th Ave.) on “Guest Rooms of the Future” and Aug. 21 on “What Scares Family Offices?” at Control Risk - for those who attest to QP status via our Diagnostic. If interested, email Mark

To shape agendas* and speakers for the events above and others (e.g. Oct. 10 NY Conference; Oct. 17 Chicago; Jan. 24-27 8th Naples & Miami), join our 10:30am Meetups - subscribe here

*Our conference agendas always include panels on investing by regions, assets, and emerging industries as well as on philanthropy / NextGen, plus “360” breakout roundtables. Still, we can add panels and breakouts based on community interest.

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 + 361Firm Roundtables & Feb. 6-8 361Firm Roundtables in Abu Dhabi, Dubai and a Desert Trek - exciting details will be shared soon but meanwhile, you can register interest at 361firm.com/gcc25.

YOU CAN ONBOARD YOUR DEALS. Please take a few minutes to submit deals via 361firm.com/onb - it’s far more effective for you and us than emailing as it goes to our team which reviews on our morning calls. The confidential parts only go to our core internal team, and you can approve whether the no-name parts to be shared with our wider 361Firm community of 4K+ allocators, which leads to inbound interest and potentially:

(1) a formal sell-side engagement for 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) who give 361 a wide buy-side mandate - see www.361firm.com/core).

Formally mandated clients can be added to (a) our Private Deal Database, (b) the agenda for PCI Allocator Sessions, and a range of investment banking marketing services.

361Firm welcomes partnering with other Broker-Dealers (B-Ds), or Registered Reps. (RRs) to enhance our collective deal flow and investor distribution. You can cross-sell your deals to 361’s community of 4K+ allocators. You can share 361’s deals to your investors - see our 25+ sell-side mandates of both direct deals and funds (see 361 External Pipeline), and we have a long queue of potential mandates on which we could collaborate.

(1) RRs at a B-D can collaborate immediately. We have a BD Fee-Share Framework Agreement to add both mandates (yours and ours) and Approved Investors (yours and ours). 

(2) RRs can join 361Firm and stay independent but enjoy lower BD fee percentages, lower annual costs, and inside access to 361 investors and deals - see 361firm.com/coreaffiliate. You can also join 361 as a new RR, taking your tests to be licensed with our B-D (Finalis). 

To kick off the process, please submit our simple form (excerpt below), and we will quickly revert.

361Firm hosts its 6th London Conference on Sept. 12, 2024. The agenda* is posted, and here is a link to the playlist of panel recordings from the 2023 Conference. You can register at 361firm.com/lnsept now as a delegate for $1900 (the fee goes up every Wednesday by $200, to $2100 on August 7), or as our guest if an Active Allocator (see guidelines) once approved upon submitting our Allocator Diagnostic.

*Our conference agendas always include panels on investing by regions, assets, and emerging industries as well as on philanthropy / NextGen, plus “360” breakout roundtables. Still, we can add panels and breakouts based on community interest.

361Firm hosts its 9th New York Conference on Oct. 10, 2024 at Polsinelli (600 3rd Ave.). You can see the agenda and register now at 361firm.com/nyoct. Active Allocators can join as our guest (see guidelines) or you can register as a delegate (now $2600 - the fee increases by $200 each week until Oct. 1. Our New York events started in 2016 but the conference first started in 2018 (see summary). Also, here are highlights from 361Firm's March 2024 Conference.

You can register now for $750 at 361firm.com/chi24. The fee will increase by $100 every Wednesday. Also, we join again on Oct. 18-20 for the "60M Congress" focused on opportunities in and with Poland and Eastern Europe - you can register for that at https://60mln.pl/en/.

361Firm hosts its 8th annual Florida events, which include a 4th annual Pickleball Mixer, karaoke, and ample time for networking between many panels and roundtable breakouts. You can now register with “Early Bird“ rates at 361firm.com/fl25 for $1,000 each for Naples and Miami and $1,600 for the Full Package. The fees will increase by $1200 and $1900, respectively, on Wed. Aug. 7.

Jan. 24 Naples: Informal Drinks and Dinners

Jan. 25 Naples:

• 9:00 AM Pickleball Instruction & Practice

•  1:00 PM  Conference Opens, Panels - AC Hotel

•  5:00 PM   Breakouts, DeBrief, Reception  

Jan. 26 Naples & Miami:

• 9:00 AM Breakfast & Conference - AC Hotel

• 12:00 PM  4th Annual Pickleball Mixer

•   6:00 PM   Miami Reception  

Jan. 27 Miami:

• 11:00 AM Allocator 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

Sept. 12-13: 6th London Conference at The May Fair Hotel - www.361firm.com/lnsept

Oct. 10: 9th New York Conference - www.361firm.com/nyoct

Oct. 17: Chicago - www.361firm.com/chi24

Oct. 18-20 60M Congress - https://60mln.pl/en/

Oct. 30: Raleigh - we rejoin the Eclipse IP Futures Conference - https://361.pub/eclipse24

Nov. 21-22: London-Cambridge ATOM II Summit - at the Science Museum + 361Firm Roundtables & Nov. 20 361Firm Tour and Roundtables in Cambridge - register interest at 361firm.com/lonatom.

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

Jan. 24-27: Naples & Miami - 8th Florida Conference - www.361firm.com/fl25

Feb. 4-8: GCC Tour. Feb 4-5: Riyadh “World With Purpose” Summit 2 + 361Firm Roundtables & Feb. 6-8 361Firm Roundtables in Abu Dhabi, Dubai and a Desert Trek - register interest at 361firm.com/gcc25.

*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).