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Digest 4/18/23

Linkedin Version

LAST WEEK: Tues. 11am Briefing "Diverging View" - see recording, podcast

TUE: 8am PT (11am ET) Briefing “Aging and Economic Security” (register); 8:30am PT Seattle Conference (Washington Athletic Club)

WED: 8am PT SF (INSEAD); 2pm Palo Alto (Perkins Coie) - register

THU: 9am PT (12pm ET) PCI Allocators Session in Palo Alto (Perkins Coie)

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

NOTE: Tues. UK Prep Call & 10:30am Tues. & Wed Meetups are cancelled given West Coast Tour

On April 17-20, we return to the West Coast. Per the Program Slide Deck, panels include Zeitgeists, Data & AI (including Ethics), Other Emerging Industries, and Optimizing Impact. Yesterday we had a special retreat on Bainbridge Island, home of Pickleball, which we’ll play in Seattle today. On April 19 we start in SF at INSEAD and head to Palo Alto for 2pm conference and the April 20 Allocator Session at Perkins Coie.

Registration at www.361firm.com/west23 with delegate passes at $1K per city (or $1600 for both. For Active Allocators, access is complimentary if approved via our Allocator Form. 

For hotels, we have room blocks at $169 in Seattle’s Washington Athletic Club for April 16, 17 and/or 18 (book - note 361Firm Group) and San Francisco’s Hilton Parc 55 (55 Cyril Magnin St.) for $199 on April 18 or 19 (book). We do not have a block for Palo Alto but hotels are suggested on the registration page.

On May 9-11, we visit my home state of Ohio. Per the Program Slide Deck, panels include Zeitgeist on the Future of Ohio, Future of Education & Talent in U.S., Ohio’s Emerging Industries, Companies, Spotlight on Hydrogen & Batteries, and Optimizing NextGen of Family Offices. Breakouts on Key Ohio Industries include EV, Adv. Mobility, Aerospace, Cyber, Energy, Additive Manufacturing (Tour Intel $20B+ site), Gene Therapy, Insuretech, and Cold Storage.

Registration is open at www.361firm.com/ohio23. Note that delegate pass fees (based on availability) increase to $750 on Apr. 19, and on $1,000 on Apr. 26. The registration is opened until May 9. For Active Allocators, access is complimentary if approved via our Allocator Form.

We have a room block at AC Downtown Columbus for $179 for the nights of May 9 and 10 (book with the 361 AC Downtown Link by April 18).

Family office Principals, CIOs & Institutional (PCI) investors who are approved “QP Active Allocators” may join our PCI Allocator 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 9am PT 12pm ET 361firm.com/west23 (Zoom & Perkins Coie, see Agenda below)

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

• June 19 London 7am ET, 12pm UK www.361firm.com/london23

• July 10 Newport 9am ET - details to follow

• 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.

• 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 in London and 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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