“Debt/Deficits” 11AM Briefing, Toronto Thursday: 361Firm Digest 10/11/22

EVENTS/POSTS · FUNDS/DEALS · PHILANTHROPIES/IMPACT · TALENT/PARTNERS

Digest 10/11/22

LAST WEEK: Briefing "Why Strong Dollar Matters" (recording, podcast)

TODAY: 11am ET Briefing #131 on “Debt, Deficits And Random Thoughts” register; NY Prestel Conference (Harvard Club), private but email me if interested to join

WED: 10:30am Meetups on future events (Zurich, Singapore, Naples/Miami); Prestel Day 2

THUR: Toronto Forum + Car Museum Reception, hosted by Miles Nadal, ARS and Kelly Burke. Email me if interested to join. Many move on to Ann Arbor for the UM-Penn State game

OCT. 18: 10am Prep Call for New York Conference. Register interest: 361Firm.com/global2022

NEW YORK CONFERENCE 11/30-12/1

Our 5th New York Global Conference will feature panels and breakouts focused on investments by (1) countries / continents, (2) assets, (3) industries and (4) impact areas. Next Prep Call is on Oct. 18 at 10AM ET. Register interest: 361Firm.com/global2022.

October 30 Deadline for Hotel Room Block - 3 Options. You can now book rooms while they last. Guest cancellation is 7 days prior to arrival.

1. Dream (210 West 55th St.): Book room. Enter “361Firm” in Promo Code field when making reservations to view the same room rates and availability.

2. Royalton Park (420 Park Ave. South). Book room

3. Oyo (157 W 47th St): Book Room

TODAY’S 11AM BRIEFING #131 ON"DEBT, DEFICITS AND RANDOM THOUGHTS"

CALENDAR OF EVENTS

Oct. 11-12: NY Prestel Conference (Harvard Club), email me if interested to join
Oct. 13: Toronto + Car Museum Reception, email me if interested
Oct. 13 11:30am: Traffick Jam Golf Outing, Fairfield CC - register
Nov. 9 - Zurich Conference, Nov. 10-11 Prestel Conference
Nov 14-16: Singapore - register at 361firm.com/sing22
Nov. 30-Dec. 1: NYC Conference 361firm.com/global2022, L-In
Dec 13-14: SF Conference - 361firm.com/west22
Jan. 28-30: Naples/Miami Conf. + Pickleball 361firm.com/fl23

LAST WEEK'S BRIEFING ON "WHY STRONG DOLLAR MATTERS"

Last week’s Briefing covered implications of US exporting inflation for:
- Europe: USD-based energy costs, weakening demand)
- China: dealing with lockdowns, RE bubbles and demographics)
- EMs w/o energy resource: really tough, + food imports
Bright spots: electrification, clean energy, digitalization, defense, biotech, strong dividend stocks and special sits.

Podcast | Register | All Recordings

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361Firm’s global community has grown to 6K+ participants from 35+ countries: Family Offices (2K+), Institutional Investors, Fund Managers, and CXOs. We collaborate on investments and philanthropic interests via interactive conferences and roundtables in 60+ cities and 20+ countries since 2015, plus Weekly Briefings, daily Meetups and our App.