Economic Well-Being; SV Takeaways: Digest 5/28/24

Web Version

TODAY 5/28: Briefing “Economic Well-Being” - register

WED. 5/29 10:30 am ET Global Meetup - subscribe

LAST WEEK: MAY 21-23 SF/PALO ALTO CONFERENCE

Our 4th SF/Palo Alto Conference enabled us not only to compare notes in a conference setting but also to interact first-hand at Stanford and Berkeley, plus Silicon Valley Bank, and other “institutions” where deals have happened like the Village Bakery, Buck’s (where you can Apple’s first computer) and The Family Farm Club. Here is our LinkedIn post and some posts by participants below:

• > post by Anurag Chandra on "thought-provoking panel on secondaries investing, which featured powerhouse participants" Lara Druyan , Martha Heitmann , and Raj Gollamudi : Podcasts: Zeitgeist of Silicon Valley , Secondary Markets Panel , Emerging Industries Panel , Philanthropy & NextGen Panel
• > post by Kelvin Ung on “meeting an energetic group of allocators, venture investors, pioneers and founders…innovation is suffering from being starved of liquidity and this meetup really showed me that the impact is all the way through to the grass roots”
• > post by panelist Catherine Shiang on the conference and new friends
• > post by Michal Majerczak on an "incredible two days at UC Berkeley and Stanford, discussing the opportunities challenges and threats of human-centered AI"
• > post by Mark Jarvis on our opening evening at Silicon Valley Bank
• > post by Ann C. Oleson who brought great speakers, energy and thinking to the tour
• > post by philanthropy panelist Abby Sun on her family office’s model for giving
• > post by Jason Ma on participating in multiple 361 events

Here are links to the Highlights Video ; the Full Playlist of panel recordings, and Podcasts of the Zeitgeist of Silicon Valley , Secondary Markets Panel , Emerging Industries Panel , Philanthropy & NextGen Panel

LAST WEEK’S BRIEFING: "Investing in a Period of Disruption"

Last week we discussed investment strategies focused on periods of market disruption. Emphasizing personal investment in the stocks being discussed, we highlight the need to align personal wealth with portfolio. The presentation highlighted sectors benefiting from recent fiscal policies, such as materials, energy, and industrials. Notably, the semiconductor industry and infrastructure projects are experiencing substantial growth, with companies like CRH and commercial metals benefiting from increased demand for construction materials. Also we covered the oil industry's efficiency gains and capital return to shareholders, underlining the continued importance of traditional energy sources amidst the transition to renewables.

? Recording , podcast

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LAST WEEK: NYC Reception @Ink 48 Hotel Penthouse

see Photo Album

2024 CALENDAR

July 21 Sunday Roundtables and Reception in Newport RI - www.361firm.com/np24

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

Oct. 7: New York - www.361firm.com/nyoct

Nov. (Date TBA): Riyadh Major Conference - details to follow

Nov. 21-23: London-Cambridge-Oxford - 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] ).

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 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