4/22 Healthtech Elder Care Hybrid Lunch; 4/23 Briefing; 4/25 SG; 361Digest
Mark Sanor
361Firm, investing & philanthropy, 7K+ SFOs, Institutional Investors, Funds & CIOs/CXOs, collaborating globally with events in 80+ cities, 20+ countries.
APRIL 22: “Investing in Special Needs -?Elder Care Focus”
Evolving our tradition of Roundtable Lunches, we add topics and Zoom when we can. On April 22 we will have Zoom capabilities at ARS (529 5th Ave.). The topic is "Investing in Special Needs - Focus on Elder Care, Senior Living, Health Insurance, Consumer Apps, and Pharma". Investor and Philanthropist Esther Dyson joins us in person, and as a primer see this video on "Family Caregivers" with Esther and David Jones Jr. (investor, Humana Board member, son of Founder). You can register via www.361firm.com/events .
Briefing 211 “Risks and Resilience in a Complex World” register
MAY 21-23: SF/Palo Alto with Berkeley & Stanford Tours
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 $1,200 now by $200 every Tuesday at 12PM until May 14 at $1800. Registration closes May 17.
APRIL 25: Singapore Roundtable 9-11AM at Tower Club
361Firm hosts its 6th Singapore event on April 25 at Tower Club. Details at 361firm.com/singapr . Allocators are complimentary once approved after submitting our Diagnostic . If you are not an Active Allocator, you can purchase a ticket for $500.
Note what scares and excites you in today’s global investment landscape, particularly as to the best strategies for Asia - which will be a topic of discussion.
LAST WEEK: 4/16 BRIEFING: “Inflation, Iran & Surprising Economic Strength”
Global scene, direct conflict between Iran and Israel shifted investor perspectives amidst ongoing battles against inflation. This geopolitical tension spurred market movements, with US equity markets initially dipping due to concerns over potential Iranian retaliation. Subsequent rises in oil and commodity prices, coupled with consecutive months of higher-than-expected CPI numbers, added to uncertainty. Amidst these fluctuations, gold emerged as a safe haven, with central banks like China hedging against potential sanctions. Investors are urged to reconsider portfolios, recognizing opportunities in undervalued sectors like energy, materials, and industrials. An active investment approach, focusing on strong balance sheets and cash flow, is advocated given the evolving economic landscape. recoding | podcast | Subscribe: www.361firm.com/subs
April 18 Lunch: "Future of Real Estate" and "Best Africa Opportunities"
2024 CALENDAR
April 22 11:30am ET: Special Needs: Focus on Elder Care” via Zoom + Lunch at ARS (register )
April 23 10:30am: Town Hall register
April 23 11am: Briefing 211 register
April 24 10:30am: Global Community Meetup register
April 24 2pm: Investor Call for Fairbridge, secured RE bridge lender (approved QP s only* - register )
April 25: Singapore Roundstables 8:30-11am Tower Club (Zoom 9-10pm ET) - 361firm.com/singapr
April 26 (actually 22-26): EarthX in Dallas - ping Mark if you’d like to go, a 361er has tickets
May 14: Columbus, Ohio Roundtable, Reception - details to follow
领英推荐
May 15: Granville, Ohio Denison U - Best Ball Golf Outing - details to follow
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 [email protected]).
NEW DEALS by Asset Class, Size and Alpha
Below are some of the most recent deals (funds and companies) added to our pipeline. 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 .
YOU CAN 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.
Onboarded deals are reviewed by the 361 banking team in daily pipeline calls. This could lead to
(1) a formal sell-side engagement by onboarding our Broker-Dealer platform as described at 361firm.com/onb or
(2) an investment considered by 361Core Members (with at least $10M to invest in ALTs in the next 12 months) which give 361 a wide buy-side mandate - see more at www.361firm.com/core ).
Formally mandated clients can be added to (a) our Private Deal Database described below, (b) the agenda for PCI Allocator Sessions, and a range of i-banking marketing services.
About 361Firm
361Firm's global community is now 8K+ strong across SFOs, institutional investors, funds, and CXOs. Founded in 2015 after my 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.
361 primarily collaborates in four areas:
(1) Investments (361Core * members, PCI Allocator Sessions , fund formations);
(2) Raising Capital for funds and companies by our Broker-Dealer 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. You can subscribe to various 361 events and content at https://361firm.com/subs . For reference:
> Web: www.361firm.com/home
> Content: www.youtube.com/361firm