“Debt/Deficits” 11AM Briefing, Toronto Thursday: 361Firm Digest 10/11/22

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TODAY: 11am ET Briefing #131 on “Debt, Deficits And Random Thoughts” register

NOV. 30 - DEC. 1, 2022 NEW YORK CONFERENCE:?Indicate interest

Our 5th New York Global Conference will feature panels and breakouts focused on investments by (1) countries / continents, (2) assets, (3) industries and (4) impact areas. Next Prep Call is on Oct. 18 at 10AM ET. Register interest:361Firm.com/global2022Next Prep Call is on Oct. 18 at 10AM EST.

Three Hotel Room Block Options.?You can now book rooms while they last. The cutoff date is Oct. 30, and guest cancellation is 7 days prior to arrival.?

1. Dream?(210 West 55th St.):?Book room. Enter “361Firm” in?Promo Code?field when making reservations to view the same room rates and availability.???

2. Royalton Park?(420 Park Ave. South).?Book room

3. Oyo?(157 W 47th St):?Book Room

LAST BRIEFING #130 "WHY STRONG DOLLAR MATTERS" covered implications of US exporting inflation for:

- Europe: USD-based energy costs, weakening demand)?

- China: dealing with lockdowns, RE bubbles and demographics)

- EMs w/o energy resource: really tough, + food imports

Bright spots: electrification, clean energy, digitalization, defense, biotech, strong dividend stocks and special sits

Podcast | All recordings

CALENDAR OF EVENTS:

Oct. 11-12 -?NYC Prestel Conference?- private,?email me?if interested to join

Oct. 13 -?Toronto?- private,?email me?if interested to join

Oct. 13 11:30am?- Focus on Human Trafficking - Traffick Jam Golf Outing at Fairfield CC -?register

Nov. 9 - Zurich reception at EY, followed by Nov. 10-11 Prestel Conference

Nov 14 - 16 -?Singapore Roundtables -?register at?361firm.com/sing22

Nov. 30 - Dec. 1 -?5th NYC Conference -?361firm.com/global2022

Dec 13-14 -?SF/Palo Alto Conference?- indicate interest at?361firm.com/west22

Jan. 28-30-?Naples Conference, Pickleball, Miami Roundtable?-?361firm.com/fl23

361APP NEW USERS: Krista Moatz, Brooke VanSant, Chanmeet Narang, Andrew Fisch

361APP NEW POSTS: Matt Wand "A Climate VC’s Investment Framework", Mark Sanor "U-Penn Endowment: 0%"

ABOUT 360 ONE FIRM (361FIRM)

361Firm’s community has grown to 6K+ participants from 35 countries - primarily family offices (2200+), institutional investors, Fund Managers, and CXOs - collaborating on investments and philanthropic interests.?Per our Overview Deck (https://bit.ly/361_overview) and Video (https://youtu.be/KiDcchr1KLU), we connect via 100’s of events (see?361firm.com/events?and?/synopses), so far in 60+ cities and 20+ countries, including private PCI Sessions for SFO Principals, CIOs and Institutional investors led by 361’s CIO Council (e.g. June 6 in Columbus). Via?Zoom, we gather for Tuesday Briefings (www.361firm.app/groups/tuesday-briefings?- see all recordings?361firm.com/briefings) and 10:30AM Meetups (e.g. Town Hall on Tuesdays, Group/Event Coordination on Wednesdays, Impact/Philanthropy on Thursdays, Alumni Connecting on Fridays).?On our private App (www.361Firm.App), you can private message ~1500 members and access unique content, some of which is on?YouTube.com/361firm