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$$PLAIN_TEXT_PREVIEW$$
Weekly Digest: Dec. 21, 2020Access content on our App (via web and iOS/Google App stores)
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LAST WEEK: Differing views on 2021 came out at our Dec. 15 conference (see highlights). Two multi-billion allocators (Fred Greear and Greg Schuler) and UBS CIO Solita Marcelli sounded bullish with favorite themes, but Morgan Creek’s CIO Mark W Yusko was the “skunk at the garden party”. Breakouts bubbled up bets on counter-cyclicals, EM, cannabis, crypto, and e-gaming. THIS WEEK: Tuesday Briefing (Dec. 22 11am) on Corporate Earnings + Vaccine. Register here. ON DECK: 361Foundation Kickoff with private screening of In Search of Greatness & chat with ex-49ers Jerry Rice & Steve Young (Jan. 12 4:30pm ET - register here), Deep Dives on “Water Pt 2” (Jan. 12 11:30am), Crypto (Jan. 19 11:30am), Asset Allocation (Jan. 21 11am, request invite)
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NEW APP MEMBERS include Rainer Busch (SFO); Fred Greear (Carilion Clinic CIO); Eamon Keaveny (Harestock); Marc Debois (ING FO); Ifeyinwa Oguagha (Fund Attorney); Sarfaraz (SFO); Matt Nacier; Jesus R Pacheco (Sync3o)
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2021 PREDICTIONS CONFERENCE - click here for highlights, full recording on the App.
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361FIRM’S FOUNDATION KICKOFF JAN. 12 WITH JERRY RICE & STEVE YOUNG. Register here.
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WEEKLY TUESDAY 11AM BRIEFING. Briefing #37 will focus on “Corporate Earnings & Cash”. Click here to register. Invite others to join our open Briefings, including via the LinkedIn event
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2021 PREDICTION SURVEYS & PODCASTS - YOU CAN STILL PARTICIPATE UNTIL DEC. 30 This series created tons of interest (100K+ views), and we can post yours too, on LinkedIn and your App profile. By Dec. 30 you can (1) upload your video here (2) email surveys@361firm.com a 15-second video of your "2021 One Word" and/or (3) complete our survey (www.361firm.com/2021)
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2021 PREDICTIONS VIDEO #47 by @Anna Haskell (AVM Investments). Long time friend and savvy investor with hedge fund heritage, Anna often shares energy market insights in our Weekly Briefings. Yet she touches many other asset classes and industries. For Anna’s video, click here.
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On Jan. 12 we host the “Shape of Water” Part 2 Conference at 11:30am ET. We are asking all who participated (or showed interest) in our Part 1 event on Nov. 17 to help us refine the agenda via this Survey. To register, join the Water “Global Group” on the 361Firm App.
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SCHEDULED EVENTS. SURVEY ON EVENTS TO BE SCHEDULED - Please take 60 seconds to indicate events that interest you (Including those shown below) via this Survey so we can prioritize.
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ABOUT 360 ONE FIRM (361FIRM)
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"360" stems from our Roundtable approach, and "1Firm" from the global collaborative culture of Arthur Andersen where founder Mark Sanor was a Partner. Mark later partnered with a single family office investing in and partnering with funds and other SFOs. Our ecosystem consists of (1) SFO principals and CIOs, (2) institutional investors (or SPIFEs: Sovereign wealth, Pensions, Insurance, Foundations, Endowments), (3) fund managers, plus (4) CXOs and thought leaders.
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We enable you to leverage a global independent ecosystem to collaborate by shared Interests and experiences such as via Alumni Groups. After hosting events in 50+ cities and 15+ countries (virtually since 2017), we now connect via our App available via web at 361firm.honeycommb.com, iOS & Google App stores (see video on using the 361App).
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Every week we publish a Digest with insights and updates. Every Tuesday & Wednesday at 10:30am ET we host coordination calls / zooms and Tuesday 11am Macro/Micro Briefings. You can join Deep Dives 1-3x per week, e.g. on Tech, Ag, Media & Sports, Cannabis, Public Equities, E-Sports, FoW, SPACs, Water, many others and more to come
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MAP APP FOR CORE MEMBERS. TO LEARN MORE - EMAIL ANNA@361FIRM.COM
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361Firm Weekly Digest Archives: Dec. 14, Dec. 7, Nov. 30, Nov. 24, Nov. 17, Nov. 9, Nov. 2, Oct. 26, Oct. 19, Oct. 13, Oct. 5, Sep. 28, Sep. 21 Click below (or www.361firm.com/sub) to sign up for content, events or to become more involved
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SUBSCRIPTIONS AND ENGAGEMENT
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