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361Firm Weekly Digest 4/29/24

LinkedIn Version

4/30: 10:30am ET Town Hall; 11am Briefing “Global Military Spending + EU Competitiveness”, register

5/1: 8am Orlando Breakfast; 1pm Kennedy Space Center; 6pm Palm Beach QP Dinner - request to join

5/1: 10:30am ET Global Meetup on Zoom, subscribe

5/14-15: Ohio Gatherings - details to follow at 361firm.com/cbusmay2024

5/20: New York Reception - details to follow at www.361firm.com/may20

5/21-23: 4th SF/Palo Alto Conference with Berkeley & Stanford Visits, register 361firm.com/paloalto

LAST WEEK: Briefing “Risks & Resilience in a Complex World” - recording | podcast; Deep Dive on Special Needs, with focus on Elder Care, Senior Living & Caregivers - recording; Singapore Roundtables

361 returns to SF/Palo Alto on May 21-23. We host our conference with Berkeley & Stanford Tours May 21-23, with another great group of family offices and institutional investors, funds, founders, and thought leaders at Perkins Coie in Palo Alto May 22 with panels (Zeitgeist of Silicon Valley, Secondaries, AI, Emerging Industries, Philanthropy & NextGen). We kick off informally in SF May 21 and on May 22 start with breakfast at UC Berkeley and a special tour and panel. We end on May 23 with a breakfast and tours of Stanford. As always, we bring a great group of family offices and institutional investors, plus funds, founders, and thought leaders.

You can register now at 361firm.com/paloalto as either an Active Allocator (see guidelines) or a delegate but note the fee increases from $1,400 now by $200 every Tuesday at 12PM until May 14 at $1800. Registration closes May 17.

April 30: 10:30am ET Town Hall; 11am Briefing “Military Spending, EU Competitiveness”, register

May 1: 8am Orlando Breakfast; 1pm Kennedy Space Center - request to join

May 1: 10:30am ET Global Meetup, subscribe

May 1: 6pm Palm Beach “Qualified Purchaser” Dinner - request to join

May 2: 8am Palm Beach Breakfast Roundtable @Breakers

May 14-15: Columbus, Ohio Gatherings - details at 361firm.com/cbusmay2024

May 20: New York Reception 5-7pm - www.361firm.com/may20

May 21-23: 4th SF/Palo Alto Conference - register 361firm.com/paloalto

June (Date TBA): Zurich - details to follow

July 21 Newport - www.361firm.com/np24

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

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

Nov. 21-23: Cambridge/London - details to follow

Nov. (Date TBA): Dubai - details to follow

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

*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).

ACCESS DEALS. Qualified Purchaser (QP) Allocators can access part of 361Firm’s Deal Database (searchable by assets, type, industries, size, etc. with deck links), once approved via our Diagnostic.

ONBOARD DEALS via 361firm.com/onb - please take 2-5 minutes to onboard this way - far more effective than emailing us. We will keep it confidential and you can decide if the “no-name” parts can be added to the 361 Pipeline for Approved Allocators.

Family office Principals, CIOs & Institutional (PCI) investors who are approved “Active Allocators” may join these sessions after confirming "Qualified Investor" status via this Allocator Form

Allocators with $10M+ to invest in ALTs in the next 12 months qualify for 361Core, enabling members to share, vet and co-invest in unique deals - see 361firm.com/core.

Per our LinkedIn post on this, before we re-launch our App, with ~1K people in our WhatsApp Groups (600+ in just the Main Group), here are some key principles to follow.

Rule 1: ONLY post: (a) worthy news or insights, (b) what can help our community (e.g. medical experts last week or (c) updates or questions on upcoming events (without promoting - see Rule 2)

Rule 2: No promotion (a) of deals (for FINRA compliance) or (b) really anything as it's bad etiquette - these forums are here to teach, not pitch. 

Rule 3: Keep fun "stuff" to the Social Chat 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 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. 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 11am Briefings, Deep Dives and 10:30am Meetups. Subscribe to various 361 events and content at 361firm.com/subs

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