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Digest 3/6/23

LinkedIn Version

LAST WEEK: Briefing “Rethink 2023 Investment Strategy" & 11th Investor Survey” (recording, podcast)

TUE: Prep Calls: 10am for UK Conference June 19-22 361firm.com/london23; 10:30am Town Hall; 11am Briefing #152 “Looking at Demographics around the World”, followed by 11:30am “Deep Dive” (pun intended) with Fabien Cousteau on the Historic Ocean Treaty (subscribe)

WED: 10:30am Event/Group Meetups - subscribe

THU: Prep Calls: 7am for Singapore May 15-17; 10:30am for March 22 Impact/NextGen Summit & March 23 Allocator Session; 2pm for the Apr 17-20 West Coast Tour 361firm.com/west23

FRI: 10am Prep Call for May 9-11 Ohio Tour #6 www.361firm.com/ohio23

On March 22-23, we host our 5th Impact/NextGen Summit and Allocator Session. We expect 100+ family offices and institutional investors, plus funds and founders. Panels and modules will include: Rethinking Philanthropy, Map to Impact Investing, Diverse Funds/Founders, Climate Tech and Energy Transition, HeathTech and Longevity, Optimizing for NextGens. Here is the Program Slide Deck. Register at 361firm.com/impact23. For active Allocators, access is complementary if approved after confirming QP status via our Allocator Form.

You can join our Prep Calls on Thursdays at 10:30am ET, and invite others via our LinkedIn Event.

On April 17-20, we return to the West Coast with special programming in two great innovation centers undergoing transformation: Seattle and Silicon Valley. Per the Program Slide Deck, it will include Zeitgeist panels on the future of both areas, Generative AI (including both powerful use cases and ethical perspectives), Rethinking Allocations by Assets, Emerging Industries, and Optimizing Impact & NextGen. Plus we will have modules for a tour on April 17 of Bainbridge Island (home of Pickleball) which we will play in Seattle on April 18 in the morning).

Registration is now open at www.361firm.com/west23 with a registration fee of $1,000 until we close registration on April 13. For Active Allocators, again access is complimentary if approved "QP" status via our Allocator Form. 

You can still help shape the final agenda by suggesting speakers for panels and breakouts on our Thursday 2pm ET (11am PT) Prep Calls on our Zoom and via this West Coast Input Form.

Meanwhile, invite others via our LinkedIn Event.

On May 9-11 361Firm hosts its 6th Ohio Tour to collaborate on investing and philanthropy in my home state. Ohio is growing faster than national GDP, thanks to leadership and innovation. Reshoring is also a factor, and our site visits in Columbus will include Intel’s $20B (possibly $100B) chip plant in the making. Panels again will include Zeitgeist on Ohio’s future, Emerging Industries & Companies in the heartland, Asset Allocation Rethink in light of dynamics in the Midwest, and Optimizing Impact & NextGen. Oh, we will have Pickleball as well as our 3rd 5K Run/Walk. You can now register at www.361firm.com/ohio23

See summary Agenda below, but you can suggest panel topics, speakers and other site visit locations via this Ohio Input Form and join our weekly Prep Calls on Fridays at 10am ET.

May 9: Cincinnati and Ohio-wide Site Visits (AM, Lunch) + Joint Family Office Event (PM)  
May 10: Columbus Conference (All Day)
May 11: Cleveland Conference + NE Ohio Tour

At our June 19-22 5th UK Conference in Mayfair , Oxford, and Sheffield, we expect 100+ family offices and institutional investors, plus fund managers and founders. See the UK 2023 Program Deck and registration page at www.361firm.com/london23. To help shape the final agenda and invite speakers, please share your suggestions via our UK Input Form and join our Prep Calls on Tuesdays at 10am ET (3pm UK time).

• June 19 - 361 London Conference (afternoon)

• June 20-21 Prestel Conference (separate registration to join)

• June 21 - Oxford (evening)

• June 22 - Sheffield

Family office Principals, CIOs & Institutional (PCI) investors who are approved “QP Active Allocators” may join our PCI Sessions whose agenda items focus on

• Global Intelligence - sharing results from our latest Investor Surveys - currently Survey #11

• Peer Presentations - e.g. last month in Miami Ken Goldman (Eric Schmidt FO), Kevin O'Leary,

• Deals/Funds - at the end, we bring in fund managers and founders

The next upcoming PCI Sessions are noted below.

• Mar. 23 New York 9am ET www.361firm.com/impact23

• Apr. 20 Palo Alto 12pm ET, 9am PT www.361firm.com/west23

• May 10 Columbus 9am ET www.361firm.com/ohio23

• June 19 London 9am ET, 2pm UK www.361firm.com/london23

• July 10 Newport 9am ET

• Sep. 14: Wiesbaden 9am ET, 3pm CET www.361firm.com/wiesfrank2023

• Nov. 8: Zurich 9am ET, 3pm CET www.361firm.com/zurichnov2023

• Dec. 5: New York 9am ET www.361firm.com/newyorkdec2023

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

• March 22-23: Impact/NextGen & VC Summits in NY - www.361firm.com/impact23

• April 17-20: West Coast Tour: Seattle, Palo Alto - www.361firm.com/west23

• May 9-11: Ohio Tour #6 - www.361firm.com/ohio23

• May 15-17: Singapore (Prestel* May 16-17) - www.361firm.com/singmay2023

• May 18: 3d NY SALT Reception - details to follow (see last year’s video)

• May 30 11am Briefing + Deep Dive Update on Israel - www.361firm.com/israel2023 

• May 30-June 1: Istanbul, Türkiye (Prestel*) - www.361firm.com/istanbul2023 

• June 19-22: 5th UK Conference Mayfair, Prestel* Oxford, Sheffield: 361firm.com/london23

• July 9-12: Newport, RI - details to follow

• Sept. 12-13: Wiesbaden, Frankfurt (Prestel) www.361firm.com/wiesfrank2023

• Sept. 14: London Summit - www.361firm.com/londonsummit2023 

• Oct. 10-12: New York (Prestel* Oct. 10-11) - www.361firm.com/newyorkoct2023

• Oct. 16: Raleigh-Durham - scheduled, details to follow

• Nov. 8-10: Zurich (Prestel* Nov. 9-10) - www.361firm.com/zurichnov2023 

• Nov. 12-13: Mumbai - details to follow

• Nov. 14-16: Singapore Summit - www.361firm.com/singnov2023 

• Dec. 5-6: New York - www.361firm.com/newyorkdec2023

• Jan. 27-29: 7th Naples & Miami Conferences - scheduled, details to follow

• Feb. 13-15 & 19-21, 2024: Riyadh & Dubai Conferences - details to follow

PREP CALLS. To be added to the Prep Calls for the events per the table below, register interest (or pay) in the specific events from our Events page (or above). Checking boxes in the Subscriptions page will just add you to distribution lists for updates.

WhatsApp Groups for various events and sub-communities. You can click the links below to join:

• 2023 Overall Tour: 361.pub/2023TourWApp;

• NY Impact Summit: 361.pub/Impact_NGenWApp

• Ohio: 361.pub/OhioWApp

• London: 361.pub/LondonWApp

• Singapore: 361.pub/singWApp

• West Coast (Seattle, SF): 361.pub/WestWApp

• Naples/Miami: 361.pub/FLWApp

• GCC: Riyadh, Dubai: 361.pub/GCCWApp

Forms to Shape Agendas and Speakers. For various events, we set up “Input Forms” to help organize suggestions for panels, speakers. Click links below to add input. See picture below for London form.

• NY Impact Summit: 361.pub/inputnyimpact23

• West Coast (Seattle, SF): 361.pub/inputwestcoast23

• Ohio: 361.pub/ohio23input

• London: 361.pub/inputlondm23

• Singapore: 361.pub/singaporeinput

To suggest an idea for an event 361Firm to host (or co-host), please click here: 361.pub/eventidea

361Firm's global community is now 7K+ 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, we now primarily collaborate in four areas:

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

(2) Raising Capital ($8B+ to date in funds/companies by our broker-dealer platform);

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

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

We’ve hosted events in 69+ cities and 20+ countries, since 2016 via Zoom with Tuesday 11am Briefings, Deep Dives and 10:30am Meetups. 360 stems from hosting roundtables since 2005 and "One Firm" from Andersen heritage of the core partners.

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