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Digest 10/16/23

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LAST WEEK: Tues. Briefing “Everything Changed” (recording, podcast), NY Summit (Zeitgeist Panel - podcast; video recording, Emerging Industries Panel (podcast; video recording) “Impact, NextGen, Philanthropy Panel” (podcast; video recording) See Full Playlist.

MON: Eclipse Raleigh-Durham Conference (neoipassets.com/eclipse/) where 361 moderates the final panel of investors to reflect on the most interesting companies they see.

TUE: 10:30am Town Hall (register); 11am Briefing #184 “New World Disorder” (register)

WED: 10:30am Meetups (subscribe)
THU: 11:30am Lunch at L’Adresse (RSVP)

Join us in Raleigh-Durham Oct. 16 as 361 partners with JiNan Glasgow George and Neo IP's 10th Annual Eclipse IP Futures Conference focused on space tech, longevity, AI, IP, data valuation and entrepreneurial spotlights. At the 5-star Umstead Hotel, Eclipse runs from 9am with an evening reception. For details on speakers and to indicate interest, go to 361firm.com/nc23. Active allocators, approved on submitting our Diagnostic, receive free access. See speakers at www.neoipassets.com/eclipse/.

We will also meet this evening informally at the Umstead Hotel. If able to join us, ping me.

361 is excited to interact more on deals (funds & companies) in line with B-D compliance.

ONBOARD DEALS. You can onboard deals (funds or companies) via www.361firm.com/onb. This is more efficient than sending emails and takes only a few minutes.

Onboarded deals will be reviewed by the core 361 banking team, which could lead to various ways of formal engagement including a full onboarding to our Broker-Dealer platform - here is the 361Firm Deck on acting as a placement agent: http://361.pub/i-bank.

Meanwhile, the “no name” aspects of some deals may be made available to Qualified Investors to enable inbound signals of interest. As we receive 50+ deals per week, please fill out the onboarding as completely as possible and be an engaged member of our community.

REQUEST INFO ON DEALS. Investors will soon access a new “Dashboard” to search a wide funnel of deals (both funds and companies), but meanwhile can request materials on deals via our No Name Mandate Menu (see screenshot excerpts below).

In turn, 361Firm can share materials as appropriate with those approved as “Qualified Investors” after they have submitted or updated our Allocator Diagnostic, required for compliance.

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 #13

• Peer Presentations - e.g. Ken Goldman (Eric Schmidt FO), Senofer Mendoza

• Deals/Funds - discussions of fund managers and companies

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

• Nov. 29 New York, 12pm ET

• Dec. 6 Singapore 8am local, 8pm Dec. 5 ET

• Jan. 29 Miami, 12pm ET  

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

• Oct. 16/17: Oct. 16 Raleigh-Durham Eclipse Conference - www.361firm.com/nc23

• Nov. 6 4pm GST (8am ET): Dubai 361Core Member Dubai Session**

• Nov. 8: 361 Zurich Roundtables - www.361firm.com/zurichnov2023 

• Nov. 13-16: 361 Singapore Roundtables - www.361firm.com/singnov2023 

• Nov. 28: 361Core Member Dinner** - New York - email Mark to request to join

• Nov. 29 8AM: New York 361Core Member Session**

• Nov. 29 12PM: PCI Allocator Session for Approved Investors* - indicate interest

• Nov. 29: 2-7PM: 361 New York Global Conference - www.361firm.com/newyork2023

• Dec. 3-6: 361 partnering with ATOM Summit led by Armen Sarkissian & Prime Minister Loong, moderating final investor panel - register interest at www.361firm.com/singdec 

• Jan. 27-28: 361 7th Naples Conference and 3d Annual Pickleball Mixer - www.361firm.com/fl24

• Jan. 28: 361Core Member Dinner**

• Jan. 29 8AM: 361Core Member Session**

• Jan. 29 12PM: PCI Allocator Session for Approved Qualified Investors* - indicate interest

• Jan. 29 2-7PM: 361 7th 361 Miami Conferences - www.361firm.com/fl24

• Feb. 13-15 & 19-21, 2024: 361 Riyadh & Dubai Roundtables - details to follow

*We host monthly Allocator Sessions for family office Principals, CIOs and Institutional (PCI) investors to share knowledge via surveys (we just launched Survey #13) and peer presentations. On Oct. 12 we will have over 100 PCIs via Zoom and in person in New York. If you are a Qualified Investor and active allocator, register interest via our Diagnostic

**361Core is our premium offering to enable members with a minimum of $10M capacity to share, vet and co-invest in unique private investments. If you think 361Core might be a fit, email me and we can set up a call with our 361Core Team.

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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