DEALS · PHILANTHROPY · EVENTS · SUBSCRIBE

Digest 6/17/24

LinkedIn Version

Dear 361Firm Community, here is the Weekly Digest for June 17, 2024. A few highlights:

• New Deals. We updated 361’s “No Name” and Mandate pipelines. To make the 361 community aware of a fund or company raising capital, onboard it 361firm.com/onb, and we can add it to “No Name” sheet which leads to reverse inquiries or perhaps a mandate (we have raised now close to $250M in the last few years).

• Your Suggestions on Content, Events & Venues are welcome via 361.pub/suggest, including venues for “Hybrid Lunches” (ideally for Zoom) and the Tue./Wed. 10:30am Meetups (register)

• Early Birds for Events to reward those who help us plan earlier - see below.

• New WhatsApp Groups on Travel & Hospitality and Vetted Allocators - full list at 361.pub/WApp.

Let us know if you have any questions or suggestions.

Best, the 361Firm Team

LAST WEEK: Briefing “EU Competitiveness” - recording, podcast; “UK Lunch + Briefing” - recording

TUE. 10:30am ET Town Hall, 11am Briefing “AI - Where’s the Juice?” - register

WED. 10:30am ET Global Meetup + Shaping Upcoming Events - register

THU. 12pm ET NY Lunch - 10 Cubed (217 W 57th St 100th fl) - subs

JULY 21: 3rd Newport Conference - register “early bird” for $900 at 361firm.com/np24

SEPT. 12: London Conference - “early bird” $950 at 361firm.com/lnsept

OCT. 7: 9th NY Conference - “early bird” $1400 at 361firm.com/nyoct

We hosted two Briefings last Tuesday "EU Competitiveness”. One was at 7:30am to coincide with the London Lunch (see - recording) and for our regular 11am ET time slot. It focused on the need for stronger leadership, strategic investment, and more effective regulation. We also discussed the rising cost of living, automation, immigration, and energy concerns, as well as the impact of overregulation on economic growth in various countries. On a side discussion, the potential of Mexico was highlighted as a solution to overdependence on China and the recent elections in India were discussed, including their impact on economic policy. Join us for the Briefings every Tuesday at 11am ET.
➡ Recording, podcast
➡ Subscribe: www.361firm.com/subs

YOU CAN ACCESS THE NO NAME DEAL PIPELINE. - see excerpts above and below of recently onboarded deals. Note that we have not done due diligence on these which we would do if we take the next step to onboard as mandates with broker-dealer compliance, but we welcome your indications of interest, particularly allocators who can help us vet the deals.

ONBOARD YOUR DEALS. Submit deals via 361firm.com/onb - far more effective than emailing as it goes to our team which reviews on our morning calls, which could lead to:

(1) a formal sell-side engagement for our Broker-Dealer platform as described at 361firm.com/onb or

(2) an investment considered by 361Core Members (with at least $10M to invest in ALTs in the next 12 months) who give 361 a wide buy-side mandate - see www.361firm.com/core).

Formally mandated clients can be added to (a) our Private Deal Database described below, (b) the agenda for PCI Allocator Sessions, and a range of i-banking marketing services

361Firm hosts its 3rd Newport Conference and Reception at the Vanderbilt Hotel on July 21, 2024. The agenda will be posted soon. You can register now as an Active Allocator as our guest (see guidelines) or at www.361firm.com/np24 as a delegate ($900 “early bird”, the fee goes to $1200 on June 18). Register at 361firm.com/np24

Here are links to videos from 2023 (highlights, playlist) and 2022 (highlights, playlist), to many oceanside participant interviews of participants. Below are pictures from last year.

361Firm hosts its 6th London Conference on Sept. 12, 2024. The agenda will be posted soon, but here is a link to the playlist of panel recordings from the 2023 Conference. You can register at 361firm.com/lnsept now as an Active Allocator as our guest (see guidelines) or as a delegate ($950 “early bird”, going up to $1300 on June 18)

361Firm hosts its 9th New York Conference on Oct. 7, 2024 - www.361firm.com/nyoct. The agenda will be posted soon, but you can see videos there from past New York conferences, which first started in 2018 (see summary). For example, see Highlights from the March 2024 Conference. You can register now as an Active Allocator as our guest (see guidelines) or at www.361firm.com/nyoct as a delegate ($1400, the fee increases by $200 each week until Oct. 1 or when we fill a maximum of 50 delegate passes as we have capacity for 150 and reserved 100 for allocators).

PROCESS FOR QUALIFIED INVESTORS. 361 enables approved Allocators (Qualified Purchasers) to access our Deal Database, including some below, searchable by assets, size, type, and industries, along with links to decks. Once approved via our 361 Diagnostic, you can also access the Schedule Link to set up meetings with companies and funds at our events (e.g. Palo Alto & San Fransisco Conference) and in general. To visualize our pipeline, the table below shows deals by Asset Class and Industries.

QPs CAN ACCESS many of 361’s Mandates, which you can access here and sort by assets, size, type, and industries, with links to decks.

July 21 Newport RI - 3rd Newport Conference and Reception - www.361firm.com/np24

Sept. 12-13: 6th London Conference - www.361firm.com/lnsept

Oct. 7: 9th New York Conference - www.361firm.com/nyoct

Nov. 21-23: London-Cambridge-Oxford ATOM II Summit - details to follow

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

Jan. 24-27: Naples & Miami - 8th Florida Conference - details to follow

Feb. 9-13: Riyadh Major Conference - details to follow

*For QP investors actively allocating as LPs, approved by 361Firm via our Diagnostic, who can also access Deal decks via our Pipeline page with a password (you can request to msanor@361firm.com).

Per our LinkedIn post on this, before we re-launch our App, as we already have 1K+ in our WhatsApp Groups (600 in the Main Group), here are some key principles to follow:

Rule 1: These forums are here to teach, not pitch. Do NOT promote deals (for FINRA compliance), or really anything as it's bad etiquette. As such, share news or insights to help our community understand the investment and philanthropy landscape, or bona fide questions or ideas about our events or initiatives

Rule 2: Keep fun "stuff" and references to non-361 events to the Social Group

You can see the full list of 361 Chat Groups at https://361.pub/WApp.

361Firm's global community is now 8K+ strong across SFOs, institutional investors, funds, and CXOs. Founded in 2015 after 10 years with an 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 where co-founders were once partners.

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 11 am Briefings, Deep Dives, and 10:30 am Meetups. Subscribe to various 361 events and content at 361firm.com/subs

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