SUBSCRIPTIONS · EVENTS · FUNDS / DEALS · PHILANTHROPY / IMPACT · TALENT / PARTNERS

Digest 2/13/23

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LAST WEEK: Briefing “Central Banks vs. Markets” (recording, podcast) + ChatGPT (recording, podcast)

MON: 9am Prep Call for Part 2 ChatGPT Deep Dive Feb. 14: register for Briefing at Subscriptions

TUE: Prep Calls: 10am for UK Conference March 7-9 361firm.com/london23; 10:30am Town Hall; 11am Briefing “Communications Trends” + Pt. 2 Deep Dive on ChatGPT - register for Briefing at Subscriptions

WED: 10am Prep for Israel Conference May 28-30 361firm.com/israel2023; 10:30am Event Meetups

THU: Prep Calls: 7am for Singapore May 15-17; 10:30am Impact/NextGen + VC Summits Mar 22-23 361firm.com/impact23; 11am Lunch @L’Adresse; 2pm West Coast Apr 18-20 361firm.com/west23

FRI: Prep Call at 10am for Ohio Tour #6 May 9-11 361firm.com/ohio23

2/21: 11am 150th Briefing by Stephen Burke. Here is the community’s 100th Briefing Tribute Video and our preview video to provide context on how this evolved. To make the next 150 Briefings most useful, we invite your suggestions via this Form, where you can also upload a short video of appreciation to be included in our “Roast of Stephen” at 10:30am Feb. 21. This 150th Briefing will be on “China-Taiwan Scenarios” followed by panel of hedge funds investing across Asia sharing their perspectives.

2/28: 11am Briefing on our new 11th Investor Survey Participants receive full aggregated anonymous results

At our 5th London/UK 361Firm Conference March 7-9, we expect 100+ family offices and institutional investors, plus fund managers and founders. See the summary agenda below, on the UK 2023 Program Deck and the registration page: www.361firm.com/london23. To help shape the final agenda and invite speakers, please share your suggestions via this UK Input Form and invite them to our Prep Calls on Tuesdays at 10am ET (3pm UK time).

• March 7: Sheffield (UK’s 2nd leading VC hub, AM to Lunch), Oxford (Tour and Pub)

• March 8: London Mayfair Hotel (Radisson) - Conference (see agenda summary below)

• March 9: London Site Visits (AM) and 2-5PM Allocator Session

The “early bird” rate of $750 is open until Feb. 14 for the first 10 people who register. This fee increases over time to $1500. The fee will include London morning site visit options on March 9, but the March 7 excursion to Sheffield and Oxford will have separate costs (we are trying to keep low - details to follow). Some may choose just to meet us in Oxford the evening of March 7 (multiple train options to/from London). 

Active Allocators are complementary if approved after confirming "QP" status via our Allocator Form.

On March 22-23, we host our 5th Impact/NextGen & VC Summits. We expect 125+ family offices and institutional investors, plus fund managers and founders. Panels and modules will include: Rethinking Philanthropy, Impact Investing Mapping & Measurement, Inclusion/DEI, Climate Tech and Energy Transition, Longevity, Optimizing for NextGens, plus Site Visits and Ping Pong. The summary agenda is below and in this Link to NY Impact/VC Program Deck.

Spread the word, including to potential speakers. Invite them to our Prep Calls on Thursdays at 10:30am ET and also submit your suggestions via our NY Impact/VC Input Form. You can invite others via our LinkedIn NY Impact/VC Event as well. Be sure to register yourself too at 361firm.com/impact23 as we still have “early bird” spots. For Active Allocators, like with all events, access is generally complementary if approved after confirming "QP" status via our Allocator Form.

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On April 17-20, we return to the West Coast with special programming in two great innovation centers undergoing transformation: Seattle and Silicon Valley. Per the Program Deck (361.pub/april2023), it will include Zeitgeist panels on the future of both areas, micro-region focus on NW U.S. and British Columbia, dynamics of exodus out of (and still into) the Valley, Rethinking Allocations Across Asset Classes, Emerging Industries & Companies including of course AI, and Optimizing Impact & NextGen. Plus we will have modules for a tour of the Google campus (April 19 AM), Bainbridge Island (April 17 Lunch), the home of Pickleball which we will play in Seattle April 18 AM).

Registration is now open at www.361firm.com/west23 with an "Early Bird" registration fee of $361 per city which increases to $500 on Feb. 17, to $750 Feb. 28, and $1K March 3 until we close it on April 13. For Active Allocators, again access is complementary if approved "QP" status via our Allocator Form. 

You can help shape the final agenda by suggesting speakers and topics for panels and breakouts on our Prep Calls on Thursdays at 2 pm ET (11am PT) on this Zoom and meanwhile make suggestions via this West Coast Input Form.

Meanwhile, you can invite others via our LinkedIn West Coast Event and subscribe to various 361 events and content at 361firm.com/subs. 

On May 9-11 361Firm hosts its 6th Ohio Tour to collaborate on investing and philanthropy in my home state. Ohio is growing faster than national GDP, thanks to leadership and innovation. Reshoring is also a factor, and our site visit in Columbus will include Intel’s $20B (possibly $100B) chip plant in the making. Panels again will include Zeitgeist on Ohio’s future, Emerging Industries & Companies in the heartland, Asset Allocation Rethink in light of dynamics in the Midwest, and Optimizing Impact & NextGen. Oh, we will have Pickleball as well as our 3rd 5K Run/Walk. You can now register at www.361firm.com/ohio23

See summary Agenda below, but you can suggest panel topics, speakers and other site visit locations via this Ohio Input Form and join our weekly Prep Calls on Fridays at 10am ET.

May 9: Cincinnati and Ohio-wide Site Visits (AM, Lunch) + Joint Family Office Event (PM)  
May 10: Columbus Conference (All Day)
May 11: Cleveland Conference + NE Ohio Tour

Family office Principals, CIOs & Institutional (PCI) investors who are approved “QP Active Allocators” may join our PCI Sessions whose agenda items focus on

• Global Intelligence - sharing results from our latest Investor Surveys

• Peer Presentations - e.g. Ken Goldman (Eric Schmidt FO) updates us on the VC landscape. In Miami Kevin O'Leary made a case for N.. Dakota. A public pension discussed ESG.

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

The next upcoming PCI Sessions are noted below.

• Mar. 9 London 9am ET, 2pm UK www.361firm.com/london23

• Mar. 23 New York 9am ET www.361firm.com/impact23

• Apr. 20 Palo Alto 12pm ET, 9am PT www.361firm.com/west23

• May 10 Columbus 9am ET www.361firm.com/ohio23

• July 10 Newport 9am ET

• Sep. 14: Wiesbaden 9am ET, 3pm CET www.361firm.com/wiesfrank2023

• 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" status via this short Allocator Form.

Feb. 14 10:30am: Town Hall Update - register for Meetups at www.361.com/subs

Feb. 14 11am: Macro Briefing #149 - register for Briefings at www.361.com/subs 

Feb. 14 11:30am Deep Dive 2 on “ChatGPT” - reg. for Briefings www.361.com/subs

Feb. 15 10:30am: Events Meetup - reg. for Wed. Meetups www.361.com/subs

Feb. 16 10:30am: Impact Meetup - reg. for Thur. Meetups at www.361.com/subs

Feb. 16 11am: NY Thur. Lunch (L'Adresse) email Inessa to request to join

Feb. 21 10:30am Town Hall "Roast Stephen Burke" - reg. at www.361.com/subs 

Feb. 21 11am Briefing #150- reg. www.361.com/subs, email Mark to join @ARS

Feb. 21 11:30am: Black Swan 1: China-Taiwan Scenarios - reg. www.361.com/subs

Feb. 23: NY Thur. Lunch (Polsinelli), email inessa@361firm.com to request to join

Mar. 7-9: 5th UK Conference (Mayfair, Sheffield, Oxford) - www.361firm.com/london23

March 22-23: Impact/NextGen & VC Summits in NY - www.361firm.com/impact23

April 18-20: West Coast Tour: Seattle, Palo Alto - www.361firm.com/west23

May 9-11: Ohio Tour #6 - www.361firm.com/ohio23

May 15-17: Singapore (Prestel May 16-17) - www.361firm.com/singmay2023

May 18: 3d NY SALT Reception 15 Hudson Yards, 91st Fl (see last year’s video)

May 28-30: Israel - www.361firm.com/israel2023 

May 30-June 1: Istanbul, Türkiye (Prestel May 30-31) - www.361firm.com/istanbul2023 

June 18-19: Milan - details to follow

June 20-22: London (Prestel) - www.361firm.com/londonjune2023 

July 9-12: Newport, RI - details to follow

Sept. 11: London Summit - www.361firm.com/londonsummit2023 

Sept. 12-13: Wiesbaden, Frankfurt (Prestel) www.361firm.com/wiesfrank2023

Oct. 10-12: New York (Prestel Oct. 10-11) - www.361firm.com/newyorkoct2023

Oct. 16: Raleigh-Durham - tentative, details to follow

Nov. 8-10: Zurich (Prestel Nov. 9-10) - www.361firm.com/zurichnov2023 

Nov. 12-13: Mumbai - details to follow

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

Dec. 5-6: New York - www.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

PREP CALLS. To be added to the Prep Calls for the events per the table below, register interest (or pay) in the specific events from our Events page (or above). Checking boxes in the Subscriptions page will just add you to distribution lists for updates.

WhatsApp Groups for various events and sub-communities, click links below to join:

• 2023 Overall Tour: 361.pub/2023TourWApp;

• London: 361.pub/LondonWApp

• NY Impact Summit: 361.pub/Impact_NGenWApp

• Ohio: 361.pub/OhioWApp

• Singapore: 361.pub/singWApp

• West Coast (Seattle, SF): 361.pub/WestWApp

• Naples/Miami: 361.pub/FLWApp

• GCC: Riyadh, Dubai: 361.pub/GCCWApp

Forms to Shape Agendas and Speakers. For various events, we set up “Input Forms” to help organize suggestions for panels, speakers. Click links below to add input. See picture below for London form.

• London: 361.pub/inputlondm23 (

• NY Impact Summit: 361.pub/inputnyimpact23

• West Coast (Seattle, SF): 361.pub/inputwestcoast23

• Ohio: 361.pub/ohio23input

• Singapore: 361.pub/singaporeinput

To suggest an idea for an event 361Firm to host (or co-host), please click here: 361.pub/eventidea

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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