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Digest 8/21/23

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LAST WEEK: Briefing on “Things to Watch Out for in the Coming Months” (recording, podcast); Prep Calls for 9/27-29 Warsaw Roundtables & “World 4 Ukraine” Summit, (recording) 10/16 Eclipse Conference in Raleigh-Durham (recording); 9/6 Blockchain Venture Deep Dive (recording)

MON: 11:15am Prep Calls for 361’s Warsaw Roundtables Sept. 27 and "World 4 Ukraine” Summit" on Sept. 28 in Rzeszów. At 11:15am the Call focuses on investing and 11:45am on humanitarian aid. If interested to join in Poland or the Prep Call, go to 361firm.com/sept2729.

TUE: 6am & 9am Coordination Call for Dec. 3-6 Singapore ATOM Summit where 361 moderates panels - if interested to join the event or Prep Call, go to 361firm.com/singdec; 10:30am Town Hall; 11am Briefing 176 “Shifting Shape of the Housing Market” (register)

WED: 10:30am Meetups to Coordinate Events - subscribe at www.361firm.com/subs; 361Firm attending Newport Global Summit at the US Naval College with the agenda focused on AI in health, space, industry and geopolitics as well as defense-related developments.

DEALS. 361 is excited to interact more on deals (funds & companies) in line with broker-dealer compliance. Investors will soon access a new “Dashboard” to search a wide funnel of deals (both funds and companies), but meanwhile can request materials on deals 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 or updated our Allocator Diagnostic, required for compliance. You can onboard new deals (funds and companies) onboarded via www.361firm.com/onb. See further below details.

We host 361's Warsaw Summit on Sept. 27 and on Sept. 28 at the "World For Ukraine 2023 Summit" in Rzeszów 361 will moderate a 90minute segment on investing in the region followed by roundtables. We partner with Zbigniew Klonowski and his WU23 event (Sept. 28-29), which last year attracted over 1500 people uniting efforts to support Ukraine's reconstruction, supported by notables like Richard Branson. In addition to humanitarian aid, we will focus on the short and long-term landscape for investment opportunities for funds and companies, in partnership with multi-lateral institutions and governments. There is no cost to attend. See website.

Prep Calls. On Monday Aug. 21 and 28 at 11:15am ET we host a Prep Call to give updates and answer questions relating to the Poland events. 11:15am will focus on investing and 11:45am on humanitarian aid.

If interested to join us in Poland or the Prep Call, go to 361firm.com/sept2729

Join us as a speaker or participant in Raleigh-Durham Oct. 16 as 361 partners with JiNan Glasgow George and Neo IP's 10th Annual Eclipse IP Futures Conference focused on space tech, longevity, AI, IP, data valuation and entrepreneurial spotlights. At the 5-star Umstead Hotel, Eclipse runs from 9am with an evening reception. For details on speakers and to indicate interest, go to 361firm.com/nc23. Active allocators, approved on submitting our Diagnostic, receive complimentary access. See list of confirmed speakers at https://neoipassets.com/eclipse/.  If interested to join us in North Carolina and to join the Prep Call on Aug. 30, please indicate that at 361firm.com/nc23.

You can request to join us as a speaker or participant in Singapore Dec. 3-6 as 361 partners with Armen Sarkissian's Advanced Tomorrow (ATOM) Summit (see Program). At the prestigious National University of Singapore (NUS), the Summit will enable global leaders and investors to focus on revolutionizing HEALTHCARE. It starts with a VIP dinner Dec. 3 at Raffles Hotel, then two days of conference sessions on Health and… Geopolitics, Frontiers in Space, Equity, Pandemic Preparedness, Digital Health and AI, Costs, Longevity, Wellbeing, and Environmental Effects. 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 to continue conversations. There is no cost to attend, but it’s capped at 300.

Prep Calls. There will be Prep Calls on August 22 at 6am and 9am ET for potential speakers and participants.

To join or be a speaker, or to join a Prep Call, go to 361firm.com/singdec.

361 is excited to interact more on deals (funds & companies) in line with broker-dealer compliance. This will roll out over the next weeks.

ONBOARD DEALS. Currently you can onboard deals (funds or companies) via www.361firm.com/onb. This is more efficient than sending emails and takes only a few minutes.

Onboarded deals will be reviewed by the core 361 banking team which meets 3x per week, 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.

Meanwhile, the “no name” aspects of some deals may be made available to Qualified Investors to enable inbound signals of interest. As we receive 50+ deals per week, please fill out the onboarding as completely as possible and be an engaged member of our community.

REQUEST INFO ON DEALS. Investors will soon access a new “Dashboard” to search a wide funnel of deals (both funds and companies), but meanwhile can request materials on deals 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 or updated our Allocator Diagnostic, required for compliance.

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 #12

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

• Deals/Funds - discussions of fund managers and companies

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

• Sep. 14: London 1pm UK, 8am ET

• Oct 12 New York, 12pm ET

• 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.

• Aug. 22-23: Newport Global Summit - Program - email Mark if interested to join 

• Sept. 11: Frankfurt Lunch Roundtables 361firm.com/frank2023

• Sep. 14: London PCI Allocator Session 1pm UK, 8am ET

  Sept. 15: London Conference - details to follow

• Sept. 19: Dubai Roundtables - 361firm.com/dubai2023 

• Sept. 27-29: 361 Warsaw Roundtables & “World For Ukraine” Summit register

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

• Oct. 12: New York PCI Allocator Session, 12pm ET

• Oct. 16-17: Raleigh Eclipse conference + 361 Charlotte Roundtables - register

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

• Nov. 13-16: Singapore Summit - 361firm.com/singnov2023 

• Nov. 29: New York PCI Allocator Session, 12pm ET

• Nov. 29-30: New York - www.361firm.com/newyork2023

• Dec. 3-6: 361 Singapore Roundtables & ATOM Conference with Prime Minister - register

• Dec. 6: Singapore PCI Allocator Session, 8am local, 8pm Dec. 5 ET

• Jan. 27-29: 7th Naples & Miami Conferences - www.361firm.com/fl24

• Jan. 29: Miami PCI Allocator Session, 12pm ET 

• 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.

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