DEALS · PHILANTHROPY · EVENTS · SUBSCRIBE

Weekly Digest for 4/1/24

DEALS · PHILANTHROPY · EVENTS · SUBSCRIBE

TUE: 10:30am ET Town Hall; 11am Briefing 208, 12pm Lunch on AI, at ARS (529 5th) & via Zoom, register

WED: 10:30am ET Group Meetups, subscribe

APRIL 25: Singapore Roundtable 9-11AM at Tower Club, 361firm.com/singapr

MAY 20: NYC Reception 5-7PM, details to follow

MAY 21-23: 4th SF/Palo Alto Conference with Berkeley & Stanford Visits, register 361firm.com/paloalto

LAST WEEK: Briefing “Things I’m Thinking About” recoding | podcast

361 returns to SF/Palo Alto on May 21-23. We host our conference at Perkins Coie in Palo Alto May 22 but kick off informally in SF May 21 and on May 22 start with breakfast at UC Berkeley and a special tour and panel. We end on May 23 with a breakfast and tours of Stanford. As always, we bring a great group of family offices and institutional investors, plus funds, founders, and thought leaders. You can register now at 361firm.com/paloalto as either an Active Allocator (see guidelines) or a delegate but note fees increase every Tuesday at 12PM ET. Registration closes May 17.

Mon. May 21 - San Francisco 7PM Informal Reception (details to follow)

Tue. May 22 - Berkeley 8AM Breakfast & Special Tour; 1-9PM Conference in Palo Alto, see below*

Wed. May 23 - Stanford 8AM Breakfast & Special Tour (details to follow)

*Tue. May 22 at 1-9PM in Palo Alto & Menlo Park

• 1:00 PM Conference Opens at Perkins Coie, Palo Alto (3150 Porter Dr.) - Mingling and 1:1s

• 2:00 PM Zeitgeist of Silicon Valley Keynote & Panel

• 2:30 PM Allocating by Global Regions & Asset Classes Panel

• 3:00 PM Roundtable Breakouts by Regions, Assets*

• 3:45 PM Emerging Industries Panel with an emphasis on AI.

• 4:15 PM Optimizing Impact, Philanthropy & NextGens Panel + Roundtables

• 7:00 PM Additional Reception at the Rosewood Sand Hill (Menlo Park)

361 enables approved Allocators (Qualified Purchasers) to join as complimentary guests with access our Deal Database, searchable by assets, size, type, and industries, along with links to decks. Once approved after submitting our 361 Diagnostic you can access it and the Scheduling Link to set up meetings with companies and funds at our events including the Palo Alto & San Fransisco Conference.

See below some of the Participant Interviews by participants suggesting topics for future events. More videos will be posted at www.youtube.com/361firm

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

April 2: 10:30am Meetup, 11am Briefing, 12pm NY Lunch on AI (ARS 529 5th Ave) & Zoom (register)

April 5: Yankees Home Opener (let me know if you will be there)

April 11 12pm NY Lunch - venue TBA (register)

April 18 12pm NY Lunch - venue TBA (register)

April 25 12pm NY Lunch - venue TBA (register)

April 25: Singapore Breakfast Roundtable 9-11am at Tower Club - www.361firm.com/singapr

May 20: New York Reception 5-7PM 15 Hudson Yards - www.361firm.com/may20

May 21-23: 4th SF/Palo Alto Conference, with Berkeley & Stanford Visits - register 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. 21-23: London - details to follow

Nov.: Dubai - details to follow

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

Below are some of the most recent deals (funds and companies) added to our pipeline. Qualified Purchaser (QP) Allocators can access part of 361Firm’s Deal Database (searchable by assets, type, industries, size, etc. with deck links), once approved via our Diagnostic.

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 500+ people in our Main WhatsApp Group, here are some key principles 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 - these forums are here to teach, not pitch. 

Rule 3: Keep fun "stuff" 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 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 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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