361Firm’s Weekly Digest 3/6/23: Tues. 11am Briefing on Demographics + Historic Ocean Treaty; Impact/NextGen Summit 3/22; PCI Allocators Session 3/23;
Mark Sanor
361Firm, investing & philanthropy, 7K+ SFOs, Institutional Investors, Funds & CIOs/CXOs, collaborating globally with events in 80+ cities, 20+ countries.
TOMORROW: BRIEFING ON “GLOBAL DEMOGRAPHICS” + 11:30AM FABIEN COUSTEAU ON HISTORIC OCEAN TREATY (subscribe)?
MARCH 22-23: NY IMPACT + VC/PE SUMMITS
On March 22-23, we host our 5th Impact/NextGen Summit and Allocator Session. We expect 125+ family offices and institutional investors, plus funds and founders. Panels and modules will include: Rethinking Philanthropy, Map to Impact Investing, Diverse Funds/Founders, Climate Tech and Energy Transition, HeathTech and Longevity, Optimizing for NextGens. Here is the Program Slide Deck. Invite others via our LinkedIn NY Event and our Thursday 10:30am ET Prep Calls. Share your suggestions via our NY Input Form. Register at 361firm.com/impact23 as the fees keep increasing over time. For active Allocators, access is complementary if approved after confirming QP status via our Allocator Form.?
APR. 17-20 WEST COAST TOUR: SEATTLE, SF, PALO ALTO
On April 17-20, we return to the West Coast with special programming in two great innovation centers undergoing transformation: Seattle and Silicon Valley. Per the Program Slide Deck, it will include Zeitgeist panels on the future of both areas, Generative AI (including both powerful use cases and ethical perspectives), Rethinking Allocations by Assets, Emerging Industries, and Optimizing Impact & NextGen. Plus we will have modules for a tour on April 17 of Bainbridge Island (home of Pickleball) which we will play in Seattle on April 18 in the morning).
Registration is now open at www.361firm.com/west23 with a registration fee of $1,000 until we close registration on April 13. For Active Allocators, again access is complimentary if approved "QP" status via our Allocator Form.?
You can shape the agenda by suggesting speakers for panels and breakouts on our Thursday 2pm ET (11am PT) Prep Calls on our Zoom and meanwhile via this West Coast Input Form.
Meanwhile, you can invite others via our LinkedIn West Coast Event and subscribe to various 361 events and content at 361firm.com/subs.?
MAY 9-11: 6TH OHIO TOUR
On May 9-11 361Firm hosts its 6th Ohio Tour to collaborate on investing and philanthropy in my home state. Ohio is growing faster than national GDP, thanks to leadership and innovation. Reshoring is also a factor, and our site visits in Columbus will include Intel’s $20B (possibly $100B) chip plant in the making. Panels again will include Zeitgeist on Ohio’s future, Emerging Industries & Companies in the heartland, Asset Allocation Rethink in light of dynamics in the Midwest, and Optimizing Impact & NextGen. Oh, we will have Pickleball as well as our 3rd 5K Run/Walk. You can now register at www.361firm.com/ohio23
See summary Agenda below, but you can suggest panel topics, speakers and other site visit locations via this Ohio Input Form and join our weekly Prep Calls on Fridays at 10am ET.
May 9: Cincinnati and Ohio-wide Site Visits (AM, Lunch) + Joint Family Office Event (PM)??
May 10: Columbus Conference?(All Day)
May 11: Cleveland Conference + NE Ohio Tour??
JUNE 19-22 5TH UK INVESTMENT CONFERENCE: MAYFAIR, OXFORD & SHEFFIELD
At our June 19-22 5th UK Conference in Mayfair (including Prestel*), Oxford, and Sheffield, we expect 100+ family offices and institutional investors, plus fund managers and founders. See the UK 2023 Program Deck and registration page at www.361firm.com/london23.?To help shape the final agenda and invite speakers, please share your suggestions via our UK Input Form and join our Prep Calls on Tuesdays at 10am ET (3pm UK time).
领英推荐
ALLOCATOR SESSIONS FOR FAMILY OFFICE PRINCIPALS, CIOs & INSTITUTIONAL (PCI) INVESTORS
Family office Principals, CIOs & Institutional (PCI) investors who are approved “QP Active Allocators” may join our PCI Sessions whose agenda items focus on
The next upcoming PCI Sessions are noted below.
To request to join, confirm your "Qualified Purchaser" status via this short Allocator Form.?
LAST TUESDAY’S BRIEFINGS
Yesterday's Briefing #151 on "Rethinking Investment Strategy for 2023" by Stephen R. Burke & 11th Investor Survey led by William Deuchler covered:
- The sources of uncertainty
- The Outlook for Inflation
- The Fed's favorite inflation number
- Broader Geographic Coverage
- Macro-Views & Asset Allocation
- Expected Returns
Please take 1-5 minutes to participate: https://361.pub/survey11
FULL CALENDAR
NEW APP USERS:?Enna Weng, Randi S Miller
NEW APP POSTS:?"The anti-ESG industry is taking investors for a ride", "Russia’s sanctions-dodging is getting ever more sophisticated", "Is India’s boom helping the poor?", "The case against Google hinges on an antitrust “mistake”"
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 access and 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, 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. One Pager:?https://361.pub/1pager
Can't wait!