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Digest 5/20/24

LinkedIn Version

MON. 3-7pm: NYC Roundtables Reception @Ink 48 Hotel Penthouse - www.361firm.com/may20

TUE. 10:30 am Town Hall and 11am Briefing - register

TUE-THU MAY 21-23: 4th SF/Palo Alto Conference - register at 361firm.com/paloalto

LAST WEEK: Briefing “Reviewing U.S. Finances”- recording, podcast; Hybrid Lunch at Stifel - recording

On May 20, we gather for interactive roundtable discussions of some of the “Best Ideas” today in the investment landscape: 3pm Mingling, 4pm Intros and Presentations, 5pm 360 Roundtables and Networking. LP Allocators receive complimentary access if approved on submitting our Diagnostic attesting to be a QP ($5M+). All others can join by paying $361 at 361firm.com/may20.

We have many updates on our 4th SF/Palo Alto Conference May 21-23. As many new people are joining asking about 361, click below for a video on the origins of 361Firm and updates on the SF/PA events

We upsized in Palo Alto to Cooley as we now expect 100+ participants for our 4th SF/Palo Alto Conference May 21-23.

On May 21 at 4-7pm we host an opening reception at SVB's offices (222 2d St.) followed by a special gathering at a private home.

What makes Silicon Valley special? In last year’s Zeitgeist panel Oracle co-founder Ed Oates (who rejoins us) said Bekeley and Stanford, so this year we added programs at both the mornings of May 22 and 23.

On May 22, the conference runs 1:30-7pm at Cooley (3175 Hanover St.) with panels and breakouts before we go by tradition to Rosewood Sand Hill.

You can see details and register by May 20 12pm at www.361firm.com/paloalto.  Active LP allocators are free upon approval via our Diagnostic.

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 on submitting 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.

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.

ACCESS ALL SUBMITTED DEALS. 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.

ONBOARD DEALS. Submit deals via 361firm.com/onb - far more effective than emailing as it goes to our our team which reviews on morning calls. We will keep it confidential and you can decide if the “no-name” parts can be added to the No Name Pipeline.

May 20: New York Reception 5-7pm - www.361firm.com/may20 (we are changing venues, stay tuned)

May 21-23: 4th SF/Palo Alto Conference - register 361firm.com/paloalto- see below**

July 21 Sunday Roundtables and Reception in Newport RI - www.361firm.com/np24

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

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

Nov. (Date TBA): Riyadh Major Conference - details to follow

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

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

*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).

**361FIRM SF/PALO ALTO AGENDA

Tues. May 21 - San Francisco 4-7 PM  Informal Reception (details soon)

Wed. May 22 - Cal Berkeley CITRIS Innovation Hub, 4/F

•   8:00 AM Breakfast Reception / Networking

•   8:30 AM Intro of CIH & Climate Initiatives, Jill Finlayson

•   9:10 AM Intro of Digital Health Initiatives, Jolie Lam

•   9:30 AM Presentations / Demos of Startups (TBC) 

• 10:10 AM Fireside chat with Startups

• 10:30 AM Invention Lab/Tech Museum, Jill/Dan Chapman

• 11:30 AM AI Ethics Discussion, Professor De Kai 

Wed. May 22 - Alto Conference Perkins Coie, 3150 Porter

• 12:00 PM  Allocator Session* w/Survey 16 results

• 1:30 PM  Conference Opens, Mingling, 1:1s

• 2:00 PM  "Zeitgeist of Silicon Valley" Panel 

• 3:00 PM  Secondary Markets Panel 

• 3:45 PM  Emerging Industries Panel, incliding AI 

• 4:15 PM  Philanthropy & NextGen Panel 

• 4:45 PM  Roundtables by Interests

• 5:15 PM  Debrief of Breakouts & Reception

• 7:00 PM  Drinks at Rosewood Sand Hill

Thur. May 23 - Stanford University

• 7:30 AM Breakfast Reception / Networking

• 8:00 AM  Human-Centered AI Institute, Dr. Peter Norvig 

•   8:30 AM  AI Discussion, led by Dr. Norvig and Prof. Wu  

• 10:30 AM  Nano Lab Tour, Dr. J Provine (including part where Hewlett & Packard did their work) 

• 11:00 AM  State of Semiconductors, Dan Armbrust (Silicon Catalyst, SIA & CHIPS Act Advisor)

• 12:00 PM  Entrepreneurship, lunch speakers shed light on research plus various startup founders  

• 2:00 PM  The Family (Farm Club) tour (30 minutes away)

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.

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 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 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 11am Briefings, Deep Dives and 10:30am Meetups. Subscribe to various 361 events and content at 361firm.com/subs

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