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Weekly Digest for 6/10/24

LinkedIn Digest Version

LAST WEEK: Briefing “Lots to Think About” - recording, podcast; “Legal Tech Deep Dive”; “NY Tech Week Lunch with Zoom”

TUE. 7-9am ET (12-2pm UK): London Lunch with Zoom for Weekly Briefing at 7:30am ET (12:30pm UK) followed by Tech Speakers (in person at Venture X White City) - register at www.361firm.com/lnjune11; 10:30am ET Town Hall, 11am Briefing on “Euro Business Competitiveness” - register;

WED. 10:30am ET Global Meetup and Prep Call for Upcoming Conferences - register

JULY 21: 3rd Newport Conference - register “early bird” for $900 at 361firm.com/np24

SEPT. 12: London Conference - register “early bird” for $950 at 361firm.com/lnsept

OCT. 7: 9th NY Conference - register “early bird” for $1200 at 361firm.com/nyoct

On June 11 at 12-2pm UK time (7-9am ET), we will host a special “Hybrid” Lunch in London (plus Zoom) to continue our discussions of “Global Tech Week Takeaways - plus a special early edition of our Tuesday Briefing. You can register at https://361firm.com/lnjune11 to join via Zoom or in person at Venture X White City (1 Ariel Way, London W12 7SL) - check the box for the waitlist now as we try to make more room.

AGENDA:

11:45 AM - In Person Arrival & Mingling

12:00 PM - Introductions including via Zoom*

12:30 PM - Briefing "European Business Competitiveness Update" + Q&A

1:00 PM - Speakers on "Tech World Updates" including on Longevity Tech by Tina Woods (founder of Collider Health) and today's VC Industry by Silicon Valley Bank + Q&A

2:00 PM - Formal End & Mingling

*Participant 10-second intros: name, organisation, city where you were born and now live. Time permitting, we go around gain for "fun facts" or views on what scares and excites you in tech (our lunch topic).

Below you can see slides from the draft Briefing deck - always full of data to prompt discussions.

361Firm hosts its 3rd Newport Conference and Reception at the Vanderbilt Hotel on July 21, 2024. The agenda will be posted soon. You can register now as an Active Allocator as our guest (see guidelines) or at www.361firm.com/np24 as a delegate ($900 “early bird”, the fee goes to $1200 on June 18). Register at 361firm.com/np24

Here are links to videos from 2023 (highlights, playlist) and 2022 (highlights, playlist), to many oceanside participant interviews of participants. Below are pictures from last year.

361Firm hosts its 6th London Conference on Sept. 12, 2024. The agenda will be posted soon, but here is a link to the playlist of panel recordings from the 2023 Conference. You can register at 361firm.com/lnsept now as an Active Allocator as our guest (see guidelines) or as a delegate ($950 “early bird”, going up to $1300 on June 18)

361Firm hosts its 9th New York Conference on Oct. 7, 2024 - www.361firm.com/nyoct. The agenda will be posted soon, but you can see videos there from past New York conferences, which first started in 2018 (see summary). For example, see Highlights from the March 2024 Conference. You can register now as an Active Allocator as our guest (see guidelines) or at www.361firm.com/nyoct as a delegate ($1200 “early bird”, the fee increases by $200 each week until Oct. 1 or when we fill a maximum of 50 delegate passes as we have capacity for 150 and reserved 100 for allocators).

- US Politics and Inflation: The Fed's response to economic trends is cautious due to inflationary pressures, deflationary forces, and systemic issues, while the market expects Fed funds rates to range from 475 to 525

- Global Economic Challenges: Europe and China face significant structural challenges, such as aging populations and slowing productivity growth, with impacts on potential GDP and economic stability

- Mexico and China's Influence: Mexico's economic growth is overshadowed by violence and cartel influence, while China invests heavily in Latin America, leveraging cultural and infrastructure projects to expand its influence

- Venture Capital and Board Membership: There's a debate on the value-add of VCs, with concerns about conflicts of interest on company boards and the importance of domain expertise and financial oversight in startups. financial oversight in startups

➡ Recording, podcast
➡ Subscribe: www.361firm.com/subs

PROCESS FOR QUALIFIED INVESTORS. 361 enables approved Allocators (Qualified Purchasers) to access our Deal Database, including some below, searchable by assets, size, type, and industries, along with links to decks.

Once approved to submit our 361 Diagnostic, you can also access the Schedule Link to set up meetings with companies and funds at our events (e.g. Palo Alto & San Fransisco Conference) and in general.

To visualize our pipeline, the table below shows deals by Asset Class and Industries.

QPs CAN ACCESS MANDATED DEALS. Below are many of 361’s Mandates, which you can access here and sort by assets, size, type, and industries, with links to decks.

YOU CAN ACCESS THE NO NAME DEAL PIPELINE. Below is an excerpt of our No Name Pipeline reflecting recently onboarded deals. Note that we have not done due diligence on these via further onboarding with broker-dealer compliance, but welcome your indications of interest.

Family office Principals, CIOs & Institutional (PCI) investors who are approved “Active Allocators” may join these sessions after confirming "Qualified Investor" status via this Allocator Form

Allocators with $10M+ to invest in ALTs in the next 12 months qualify for 361Core, enabling members to share, vet, and co-invest in unique deals - see 361firm.com/core.

June 11: London Lunch Gathering - www.361firm.com/lnjune11

July 21 Newport RI - 3rd Newport Conference and Reception - www.361firm.com/np24

Sept. 12-13: 6th London Conference - www.361firm.com/lnsept

Oct. 7: 9th New York Conference - www.361firm.com/nyoct

Nov. 21-23: London-Cambridge-Oxford ATOM II Summit - details to follow

Dec. 3: New York Flagship Global Conference - www.361firm.com/nydec

Jan. 24-27: Naples & Miami - 8th Florida Conference - details to follow

Feb. 2025 (exact date TBA): Riyadh Major Conference - details to follow

*For QP investors actively allocating as LPs, approved by 361Firm via our Diagnostic, who can also access Deal decks via our Pipeline page with a password (you can request to msanor@361firm.com).

Per our LinkedIn post on this, before we re-launch our App, with ~1K people in our WhatsApp Groups (600+ in just the Main Group), here are some key principles to follow.

Rule 1: We are here at 361 to help each other. Keep all dialogue constructive and show respect to one another or you will be removed.

Rule 2: ONLY post: (a) worthy news or insights, (b) what can help our community (e.g. medical experts last week or (c) updates or questions on upcoming events (without promoting - see Rule 2)

Rule 3: No promotion (a) of deals (for FINRA compliance) or (b) really anything as it's bad etiquette - these forums are here to teach, not pitch. 

Rule 4: Keep fun "stuff" and any references to non-361 events to the Social Chat Group

You can see the full list of 361 Chat Groups at https://361.pub/WApp.

361Firm's global community is now 8K+ strong across SFOs, institutional investors, funds, and CXOs. Founded in 2015 after 10 years with an SFO investing in and with funds/FOs and 10+ years as a lawyer and M&A Partner at Andersen and EY in Europe/Asia. 360 stems from hosting roundtables since 2005 on moving to New York. "One Firm" comes from the global collaborative culture of Arthur Andersen where co-founders were once partners.

361Firm now primarily collaborates in four areas:

(1) Investments (PCI Allocator Sessions, core members with first access & intelligence);

(2) Raising Capital for funds and companies via our broker-dealer platform;

(3) Connecting Partners/Talent (including our CIO Council); and

(4) Optimizing Philanthropy, interconnecting for synergies, and linking to Impact Investing.

We’ve hosted events in 85+ cities and 20+ countries, since 2016 via Zoom with Tuesday 11 am Briefings, Deep Dives, and 10:30 am Meetups. Subscribe to various 361 events and content at 361firm.com/subs

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