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361Firm Weekly Digest 3/18/24

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LAST WEEK: Briefing “Productivity & Powell" recording | podcast; "AI Basics" (recording, podcast); "NextGen Battery Tech" (recording, podcast)

TUE: 10:30am ET Town Hall, NY Prep; 11am Briefing “Inflation’s Last Mile” (subscribe)

WED: NY Conference, 15 Hudson Yards 91st fl (register)

On March 20, at 15 Hudson Yards 91st floor, 361Firm hosts its Spring NY Conference with 150+ (~100 Allocators). At 361firm.com/ny24, see the Agenda and register as a delegate or LP Allocator (who can schedule meetings with Funds/Companies). Esther Dyson returns to kick off the conference with an interactive discussion on AI. We then move on to our panels and breakouts. Join the last “Prep Call” Tuesday at 10:30am ET (subscribe).

For complimentary access to the conference and Allocator Lunch on March 20, and the 361Deal Database you need to be a “361 Qualified Investor” approved on submitting our Diagnostic per criteria below:

• Qualified Person ($5M+), preference given to Institutional QPs ($50M+ AUM)

• Actively Allocating as an LP into funds or SPV sponsors

• Agree to Take Two Meetings with Funds/Companies

Family Offices who meet the QI criteria BUT engage in fundraising for SPVs or Funds may join at a discount, or free if a 361 client for syndicating their offerings (see Deal/Fund Onboarding)

GPs or Sponsors raising LP capital are NOT deemed QIs BUT may join Allocator Sessions as a 361 client, with a significant discount (to cover costs)

ALL OTHERS, You can register now for $2,000 until 5PM today, March 18, when the fee increases to $2,500. Registration closes on March 19 at 12PM. For those attending their first 361 event, some initial discounts might be extended - email Mark Sanor

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 #15

• Peer Presentations e.g. Peesh Chopra on NextGen Education; Jim Pallotta on Semiconductors

• Deals/Funds - discussions of fund managers and companies

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

• March 20, New York, 12pm ET

• April 22, Singapore, 8am ET (8pm SG)

• May 22, Palo Alto, 1pm ET

To request to join, confirm your "Qualified Investor" status via this Allocator Form.

Per our LinkedIn post on this, before we re-launch our App, with 500+ people in our Main WhatsApp Group, here are some principles we wish to follow.

Rule 1: 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 2: No promotion (a) of deals (for FINRA compliance) or (b) really anything as it's bad etiquette - we are here to teach, not pitch. 

Rule 3: Keep fun "stuff" to the Social Chat Group

We love you, but even more when you post accordingly and in the right chats - see the full list of 361 Chat Groups below and at https://361.pub/WApp.

See all major events at 361firm.com/events, and subscribe to weekly ones at 361firm.com/subs

March 20: 7th New York Spring Conference at 15 Hudson Yards - www.361firm.com/ny24

March 28: Thursday Lunch in New York -

April 22: Singapore Roundtables - www.361firm.com/singapr

May 20: New York Reception - details to follow

May 22: Palo Alto Conference - www.361firm.com/paloalto

June: Zurich - details to follow

July 21 (Sunday) Newport Gatherings - www.361firm.com/np24

Sept. 12: London - www.361firm.com/lnsept

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

Nov.: Dubai - details to follow

Dec. 3: 8th New York Global Flagship Conference - www.361firm.com/nydec

361Firm's global community is now 7K+ strong across SFOs, institutional investors, funds, and CXOs. Founded in 2015 after my 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. 360 stems from hosting roundtables since 2005 on moving to New York. "One Firm" comes from the global collaborative culture of Arthur Andersen

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 80+ cities and 20+ countries, since 2016 via Zoom with Tuesday 11am Briefings, Deep Dives and 10:30am Meetups. You can subscribe to various 361 events and content at https://361firm.com/subs

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