7/16 “Geopolitics - Trade & Dual Use Investing” Zoom + NY Lunch; 7/21 Newport Upsized: Digest

Web Version

JULY 21: 3RD NEWPORT RI CONFERENCE

On July 21, 361Firm hosts its 3rd Newport Conference and Reception at Forty 1° North. Here are links to the Agenda (also below), RSVPs to date, and recordings from 2022 and 2023?events. See details and register at https://361firm.com/np24 as a delegate ($2100, increases to $2500 on July 16). Allocators receive complimentary access by attesting to “QP” status via our Diagnostic.

JULY 16: GEOPOLITICS - TRADE BRIEFING & "DUAL USE" DEEP DIVE

On July 16, we host our 10:30am Town Hall, 11am Briefing “Geopolitics & Changing Trade Terms”, followed by a Hybrid Deep Dive on "Geopolitics & Dual Use Investing" (Zoom + Lunch at ARS, 529 5th Ave.) - register interest. Note that Breakouts include Russia-Ukraine/EU, Asia and Iran.

LAST WEEK’S BRIEFING: “POLITICS, POLICY & MARKETS”

We discussed pressing economic issues in the US and Europe, including debt, immigration, taxation, infrastructure spending, climate transition, and tariffs. He highlighted the challenges of balancing spending needs with inflation concerns, particularly with central banks' limited ability to cut interest rates. Both incumbents and opposition parties propose remedies that could exacerbate these issues, such as increased spending on defense, infrastructure, and climate transition, as well as tariffs on China.

? Recording, podcast ? Subscribe: www.361firm.com/subs

ANNOUNCING FEB. 4-7 KSA + UAE 361FIRM EVENTS

On Feb. 4-5, 361Firm co-hosts the 2nd edition of the World With Purpose (WWP) summit with a maximum 300 participants, building on last year’s summit in UAE led by our partner Roberta Calarese - see WWP II Deck. If interested to be or propose a speaker, let us know via 361.pub/suggest.

NEW DEALS ONBOARDED AT www.361firm.com/onb

361 enables the community to onboard deals (funds and companies) via www.361firm.com/onb, which kicks off a process for potential reverse inquiries from allocators in our “No Name Pipeline Excerpt” and/or a sell-side process.

Approved allocators who attest to Qualified Purchasers status via our 361 Diagnostic can access our Deal Databases, including some below, searchable by assets, size, type, and industries, along with links to decks. They can also access the Schedule Link to set up meetings with companies and funds at our events or in general.

ONBOARD YOUR DEALS. Submit deals via 361firm.com/onb - far more effective than emailing as it goes to our team which reviews on our morning calls, which could lead to:

(1) a formal sell-side engagement for 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) who give 361 a wide buy-side mandate - see 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 (c) receive a range of i-banking marketing services.

SEPT 12: 6TH LONDON CONFERENCE - www.361firm.com/lnjune11

361Firm hosts its 6th London Conference on Sept. 12, 2024. The agenda will be posted soon, but here is a link to the playlist of panel recordings from the 2023 Conference.

You can register at 361firm.com/lnsept now as a delegate ($1300) or as our guest if an Active Allocator (see guidelines) once approved upon submitting our Allocator Diagnostic.

2024 CALENDAR

July 16: “Geopolitics & Dual Use Investing” Deep Dive - register via www.361firm.com/subs

July 21 Newport RI - 3rd Newport Conference - www.361firm.com/np24

Sept. 12-13: 6th London Conference - www.361firm.com/lnsept

Oct. 10: 9th New York Conference - www.361firm.com/nyoct

Nov. 21-22: London-Cambridge ATOM II Summit - at the Science Museum + 361Firm Roundtables & Nov. 20 361Firm Tour and Roundtables in Cambridge - details to follow

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

Jan. 24-27: Naples & Miami - 8th Florida Conference - details to follow

Feb. 4-5: Riyadh Riyadh “World With Purpose” Summit 2 + 361Firm Roundtables & Feb. 6-9 Abu Dhabi, Dubai and a Desert Trek - details to follow. LEAP is Feb. 11-12 in KSA. If interested to speak, 361.pub/suggest

*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]).

ALLOCATOR SESSIONS & 361CORE

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.

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 90+ 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

> Onboard 361: www.361firm.com/onboard

> Events: www.361firm.com/events

> Subscribe: https://361firm.com/subs