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Digest for 5/22/23

Linkedin Version

Dear 361 Community, in the last two weeks, our global 361 team hosted or co-hosted events in Singapore, Dubai, Ohio (see photo album), Greenwich (see album), Maplewood (see album) and our HQ in NYC. This is just after an eye-opening West Coast tour.

On June 19, we return to the UK to explore the acceleration of London as a financial and innovation hub. It looks to be the perfect global culmination, with so many investors we just met converging. See details the Program Deck and at 361firm.com/london23 where you can register (note fees go up on Tuesday).

Meanwhile, this Tuesday, May 23, at 11:30am we host a Deep Dive on Bridge Loans, an area attracting family offices today. You can register at 361firm.com/may23 and invite others via our LinkedIn event.

Best, Mark

LAST WEEK: Briefing “Fragile Economy" (recording, podcast); Maplewood gathering; Greenwich Lunch

TUE: 10am ET (3pm UK) Prep Call for June 19-22 UK Conference; 10:30am Town Hall; 11am Briefing, followed at 11:30am with our Private Credit - Bridge Loan "Deep Dive" register and invite others.

WED: 10:30am Event/Group Meetups to mobilize future events and initiatives - subscribe

How large is the real estate bridge loan market and what are the key terms in today’s market? Join our Deep Dive Zoom on Tuesday May 23 at 11:30am ET with Brian Walter of Fairbridge Asset Management, family office investor Jeremy Baum, and our colleague Paul Mangione as moderator. You can register at 361firm.com/may23 and invite others via our LinkedIn event.

On June 19, we return to the UK to explore the acceleration of London as a financial and innovation hub. It looks to be the perfect global culmination, with so many investors we just met converging. See details the Program Deck and at 361firm.com/london23 where you can register (note fees go up on Tuesday).

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 - currently Survey #12

• 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

On June 19, we host our Allocator Session at London’s May Fair Hotel (and partly via Zoom)

10:00 AM - Welcome, Mingling

10:30 AM - Formal Participant Introductions

11:00 AM - Sharing Results of our Investor Survey #12

11:30 AM - Presentations

• Global Accelerator Models, Todd Ruppert (SFO, ex-CEO T. Rowe Price, on 32 Boards including 2 endowment committees) 

• Manager Selection Across Vintages, Lee Hess (SFO & Founder of UK Fund Cairngold) 

• Energy Secondaries Part 2, Chris Whyte (PetroSantander)

• Optimizing Trading with Data, Marc LoPresti

• Others TBA, including Simon Vine,

12:30 PM - Best Ideas/Deals Discussion & Lunch

2PM Full Conference

Other upcoming Allocator Sessions are below:

• 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" or “QUIB” status via this short Allocator Form.

• May 23: Private Credit - Bridge Loan "Deep Dive" register and invite others

• 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 - 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;

• London: 361.pub/LondonWApp

• Singapore: 361.pub/singWApp

• 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.

• 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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