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Weekly Digest 7/11/23

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LAST WEEK: Briefing (Rates and Inflation) “Higher & Longer than Expected” (recording, podcast)

Yesterday’s Newport Conference. See Shared Album

TUE: 10:30am Town Hall; 11am Briefing from Newport on “Investing in Turbulent Times” - subscribe

WED: 10:30am Group Meetups - subscribe

THU: 11:30am New York Lunch at L’Adresse (1065 6th Ave. btw 40th/41st) - RSVP here

Today’s 11AM ET Briefing #170 on “Investing in Turbulent Times” is hosted from Newport in-person (Hotel Viking, 1 Bellevue Ave.) and by Zoom - subscribe. See preview of slides below.

Yesterday we hosted our 2nd Newport Conference with informal gathering on Sunday evening. See some pictures from Newport events below. The recordings are coming on our YouTube channel. Thank you to all participants and speakers who contributed to another great gathering of our community!

To ensure a diverse range of perspectives in our latest Survey, we kindly request you to spare just 1-5 minutes of your time to submit your valuable insights. Rest assured that your responses will remain anonymous, and we will share the results with Bill Deuchler, who will compile an analysis and present it (Deck on Survey 11 Results). The deadline for submission was last week, but we could still incorporate your input for the final version of the report. As a token of our appreciation, all participants will receive a copy of the presentation on June 19 and the final report.

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 - currently Survey #12

• Peer Presentations - e.g. in Miami Ken Goldman (Eric Schmidt FO), Kevin O'Leary

• Deals/Funds - at the end, we bring in fund managers and founders

Other upcoming Allocator Sessions are below:

• Sep. 14: London 1pm UK, 8am ET - details to follow

• Nov. 8: Zurich 9am ET, 3pm CET www.361firm.com/zurichnov2023

• Dec. 5: New York 9am ET www.361firm.com/newyorkdec2023

To request to join, confirm your "Qualified Purchaser" or “QUIB” status via this short Allocator Form.

• Sept. 12-13: Wiesbaden, Frankfurt - www.361firm.com/wiesfrank2023

• Sept. 14-15: London/Sheffield Summit - www.361firm.com/londonsummit2023 

• Oct. 10-12: New York - www.361firm.com/newyorkoct2023

• Oct. 16: Raleigh-Durham - details to follow

• Nov. 8-10: Zurich - www.361firm.com/zurichnov2023 

• Nov. 14-16: Singapore Summit - www.361firm.com/singnov2023 

• Nov. 29-30: New York - (note change of schedule - details to follow) 361firm.com/newyorkdec2023

• Jan. 27-29: 7th Naples & Miami Conferences - details to follow

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

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, fund formations);

(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 efficiencies and linking to Impact Investing.

We’ve hosted events in 69+ 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 the core partners.

> One Pager: http://361.pub/1pager

> Web: www.361firm.com/home

> Content: www.youtube.com/361firm

> Digests: https://361firm.com/digest

> Deck: http://361.pub/i-bank