11/29 @15 Hudson Yards; Deals & '24 Events: Digest 11/13/23

Web Version

On Nov. 29, we host our 6th flagship Global Conference in New York, upsized by returning to 15 Hudson Yards to accommodate 100+ allocators - see Agenda . We have a Prep Call today at 10:30am ET on our Zoom to share updates and answer questions. Register at 361firm.com/newyork2023 (note fee increases tomorrow from $1,000 to $1500). Allocators, approved on submitting our Diagnostic , receive free access.

NOV. 29 AGENDA :

8:00 AM - 361Core Session*

12:00 PM - PCI Allocator Session**

2:00 PM - Conference with Panels & Breakouts & Reception

*361Core enables collaboration on investments by family offices with $10M+ to invest in ALTs (companies and funds). To learn more: www.361firm.com/core

**Peer allocators compare notes via our Surveys . To learn more, click here

Today's 11am Briefing #188 “One World, Many Different Views” (register https://361firm.com/subs )

361Firm Investor Survey #14 (Take 1-5 Minutes)

At our Nov. 29 conference, we will share our global community's expectations for 2024 on an anonymous basis via 361Firm's Investor Survey #14 . Please take a few minutes to participate!

Last Tuesday's Briefing: “Which Way Are We Going?”

Last Thursday's New York Lunch

Click here to register interest in the Thursday New York Lunch, next at L’Adresse Bryant Park (1065 6th Ave). Above is a picture of last week’s lunch at ARS.

Dec. 3-6: 361 Co-Hosts Singapore Summit with Armen Sarkissian & Prime Minister Loong. Register

In Singapore Dec. 3-6 361 partners with Armen Sarkissian 's Advanced Tomorrow (ATOM) Summit (see Program ) at the National University of Singapore (NUS) to enable global leaders and investors. It starts with a VIP dinner on Dec. 3, then two days of conference sessions on Geopolitics, Frontiers in Space, Equity, Pandemic Preparedness, Digital Health and AI, and Longevity. 361 moderates the final panel of investors to reflect on the best opportunities before Armen and Prime Minister Lee Hsien Loong wrap it up. On Dec. 6, 361 co-hosts a morning session for investors before special tours of Singapore. No cost to attend, but a committee approves participants. Register interest at 361firm.com/singdec

Dec. 14 Zurich Roundtables at Hotel Widder

On Dec. 14, 361 hosts its 5th Zurich Roundtables at Hotel Widder - register at 361firm.com/zurichdec2023

1:30PM Welcome, Arrival (for confirmed registrants)

2:00PM Participant Introductions

2.30PM Presentations, Roundtable Discussions on AI, Sports, Space and Zeitgeist

5:00PM Drinks in the Christmas Market + Dinner

Jan. 27-29, 2024: 7th Florida Conferences

You can register “early bird” now at www.361firm.com/fl24 .

New Deals in Pipeline (Funds & Companies)

361 is excited to interact more on deals (funds & companies) in line with B-D compliance.

ONBOARD DEALS (funds or companies) via 361firm.com/onb . Please don’t email deals but onboard them.

Below on a “no name” basis are some of the deals (funds and companies) added last month to our pipeline via www.361firm.com/onb .

361Firm can shares materials as appropriate to “Qualified Investors” approved after they have submitted our Allocator Diagnostic and given us buy-side mandates. If a deal interests you, email Mark Sanor at [email protected].

Onboarded deals will be reviewed by the core 361 banking team, which could lead to various ways of formal engagement including a full onboarding to our Broker-Dealer platform - here is the 361Firm Deck on acting as a placement agent .

CALENDAR

You can see all upcoming events at 361firm.com/events , and subscribe at 361firm.com/subs .

• Nov. 16: NY Lunch at L’Adresse Bryant Park- www.361firm.com/subs
• Nov. 28: 361Core Member Dinner** - New York - email Mark to request to join
• Nov. 29 8AM: New York 361Core Member Session**
• Nov. 29 12PM: PCI Allocator Session for Approved Investors* - indicate interest
• Nov. 29: 2-7PM: 361 New York Global Conference - www.3 61firm.com/newyork2023
• Dec. 3-6: 361 partnering with ATOM Summit led by Armen Sarkissian & Prime Minister Loong, moderating final investor panel - register interest at www.361firm.com/singdec ?
• Jan. 27-28: 361 7th Naples Summit & 3d ann’l Pickleball Mixer - www.361firm.com/fl24
• Jan. 28: 361Core Member Dinner**
• Jan. 29 8AM: 361Core Member Session**
• Jan. 29 12PM: PCI Allocator Session for Approved Qualified Investors* - indicate interest
• Jan. 29 2-7PM: 361 7th 361 Miami Conference - www.361firm.com/fl24
• Feb. 1: Miami 361 co-hosts with 60M Congress to showcase Polish companies expanding to the U.S., per earlier events in Warsaw and Rzeszów.
• Feb. 15 & 19, 2024: 361 Riyadh & Dubai Roundtables - details follow
• Feb. 1: Miami Polish Growth VC Showcase w/60M Congress - details follow?
• Feb. 16th 361 Riyadh & 19th 361 Dubai Roundtables - details to follow
• April 22: Singapore - details to follow
• May 22: Palo Alto - details to follow
• June TBA: Milan - details to follow
• Sept. 12: London - details to follow
• Oct. 7: New York - details to follow
• Nov. TBA: Zurich - details to follow
• Dec. 3: New York - details to follow

*We host monthly Allocator Sessions for family office Principals, CIOs and Institutional (PCI) investors to share knowledge via surveys (we just launched Survey #13 ) and peer presentations. On Oct. 12 we will have over 100 PCIs via Zoom and in person in New York. If you are a Qualified Investor and active allocator, register interest via our Diagnostic

**361Core is our premium offering to enable members with a minimum of $10M capacity to share, vet and co-invest in unique private investments. If you think 361Core might be a fit, email me and we can set up a call with our 361Core Team.

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?(361Core* members, PCI Allocator Sessions, fund formations);

(2)?Raising Capital?($8B+ to date in funds/companies by our B-D platform);

(3)?Connecting Partners/Talent?(including our CIO Council); and

(4)?Optimizing Philanthropy, linking to Impact Investing.

We’ve hosted events in 80+ 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 founding partners.

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> Deck: https://361.pub/i-bank