Takeaways from 361Firm Global Insights Conference on Feb. 23-24

Here are takeaways from 361’s gathering of family office principals and institutional investors on February 23 24.

·       Shared themes: niche specialists and trusted relationship chains are how our investors are sourcing and vetting deals.

·       Specific ideas include cyclicals over high growth stocks, think airlines and cruise companies.

·       Inflation versus deflation, we see both sides and different ways to hedge, like long-dated put options on treasuries,

·       Concerns over parts of the population refusing to take the vaccine.

·       Harder looks at managers

·       Ways to place SPACs

·       Energy is up again, Brazilian onshore oil is opening up

·       Platinum as a play on the internal combustion engine

·       Secondaries can be a nice diversifier with lower duration.

·       On Day 2, we started earlier with panelists from Asia, Europe, Middle East Africa

·       Widely Asia is arising stronger from the pandemic.

·       Singapore is a magnet for investing outside of China, also Indonesia, Vietnam,

·       Hong Kong still the window to the western cap markets

·       Has Europe lost its way?

·       UK seems better short term with vaccines but long term mixed opinions

·       Digital assets rising, with “picks and shovels” strategies preferred

·       Next PCI sessions on March 24 at 8am before the 10am impact conference

·       Our deep dives will hit some of these topics.

·       To see the schedule and register, go to 361firm.com/events