SUBSCRIPTIONS · EVENTS · FUNDS / DEALS · PHILANTHROPY / IMPACT · TALENT / PARTNERS

Weekly Digest 3/27/23

Linkedin Version

LAST WEEK: Briefing "March Madness" - see recording, podcast; Impact Summit - see highlight video

THIS WEEK:
TUE: 10am ET Prep Call for June 19-22 UK Conference; 10:30am Town Hall; 11am Briefing (register)

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

THU: 11:30am Lunch at Polsinelli 600 3d Ave) - register; 2pm for 4/17-20 West Coast Tour

FRI: 10am Prep Call for May 9-11 Ohio Tour #6

Last week we had an amazing group gathered to discuss not only how to invest smarter for higher returns but also in a win-win-win fashion to make an impact. Below is the highlight video, and more video recordings will be made available over the next few days. Thanks to everyone for leaning in to help.

Next, on April 17-20, we turn to the West Coast. Per the Program Slide Deck, panels include Zeitgeist on each area, Generative AI, Rethinking Allocations, Emerging Industries, and Optimizing Impact. Plus we have a special tour April 17 of Bainbridge Island, home of Pickleball, which we’ll play in Seattle April 18. On April 19 we start the day in SF at INSEAD and head to the Valley for an afternoon conference and April 20 Allocator Session at Perkins Coie.

Registration is now open at www.361firm.com/west23 with a registration fee of $750 per city (or $1200 for both) until March 31, and then $1,000 for each (or $1,500) until we close registration on April 13. For Active Allocators, again access is complimentary if approved via our Allocator Form. 

Register for Briefings and all Events and Content at https://361firm.com/subs.

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. 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.

• 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 30: Lunch at Polsinelli - to request to join www.361firm.com/subs

• April 17-20: West Coast Tour: Seattle, SF & 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

• June 17-18: Battlefin 

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

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

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

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

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

• Jan. 27-29: 7th Naples & Miami Conferences - 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;

• 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.

• 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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