Putting Money to Work in ‘25; FL 1/25-27; ‘25 Events & Sponsors; Deal Platform 2.0

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Dear Community, here are the Weekly Digest highlights for 12/16/22:

TUE: 8am (Francis Bassolino will join again from Beijing to share an update on China's take on Trump 2.0 - see his analysis here) & 11am ET Briefing “Putting Money to Work in 2025” & Deep Dive on Syria + Defense / Dual Use Investing (register); 10:30am Prep Call for FL 1/25-27 Conf.

WED: 10:30 Meetups (register) on all 2025 events, also including 2/25 NY Tech Summit, 4/28-30 KSA-UAE, 6/16-17 SF/Palo Alto, 7/20 Newport, 9/18-19 London, 10/3-4 Singapore

THU: Philanthropy Meetup (register)

LAST WEEK: Trump 2.0 Briefing (vid, pod); interviews on 12/3 Playlist

NEW DEAL PLATFORM: see No Name Excerpt below, QPs have full access by updating Diagnostic

SPONSORS with insights welcome, see 361firm.com/sponsors

Jan. 24-27: 8th Naples & Miami Conf.

361Firm hosts its 8th Conferences in Naples Jan. 25-26 @AC 5th Ave. & Miami 26-27th Greenberg Traurig, LLP (333 SE 2nd Ave). Both cities have panels and Breakouts on investing by regions, assets, industries, and philanthropy - see Program Deck and agenda. We?host another "Prep Call" on Tue. Dec. 17 (sign up).

REGISTER at 361firm.com/fl25 (fees increase by $100 per city every Wed.), but LP "QP" active allocators can join complimentary if approved on submitting our Diagnostic. FYI, we will add more hotel blocks soon.

Eric Schmidt's long-time CIO and ex-Yahoo CFO Ken Goldman joins us in Florida.

Below is a clip of what Ken shared at 361's Miami conference in 2023.

SUMMARY AGENDA

NAPLES (AC 5th Ave.): Jan. 24 Informal gatherings; Jan. 25: 9am Tours or Pickleball instruction, 1-8pm Conference; Jan. 26: 9am panels, 12pm P-ball Mixer

MIAMI (Greenberg Traurig, 333 SE 2nd Ave.): Jan. 26: 7pm reception; Jan. 27: 9am Allocators, 1pm Conf.

BELOW see highlight videos of the 2022, 2023 & 2024 FL conferences

On Jan. 27 in Miami, before the 1-7PM Conference, we host our 9am ET Allocator Session*, discussing our Survey 18, hearing presentations on “PE Landscape” by Todd Ruppert and an “Investment Outlook” by Ken Goldman, then Deal Presentations, Lunch and 1:1s. This is limited to actively allocating QPs approved via our Diagnostic. Some of the Allocator RSVPs are shown above.

REQUEST TO SPEAK &/OR SPONSOR TO SHARE INSIGHTS

We always seek interesting content for the 361 Community.?Apart from bringing perspectives of active allocators, we are open to hearing insights from fund managers, founders (including in philanthropy), or thought leaders. If you’d like to speak and sponsor a 361Firm event, go to www.361firm.com/sponsors.

Current options for the January 2025 Florida events are below.

*Fees increase weekly, and depend on factors - and no “infomercials” allowed.

Other conferences are listed below. The sooner you commit, the easier to fit you into the agenda organically.

• Feb. 25: NY Tech Summit (80-100+ participants + Zoom)
• April 28-May 1 KSA, Abu Dhabi, Dubai (~250 participants)**
• June 16-17: 5th SF / Palo Alto (100+)
• July 20: 4th NewportRI Conf. (80-100+)
• Sept. 18-19: 9th UK Conf. (90-110+)
• Oct. 3-4: 5th Singapore Summit. (70-90+)

**A special one is April 28-29 in Riyadh as we co-host the “World With Purpose Summit II” followed by events in Abu Dhabi and Dubai, with over 250 participants, and partnership with Saudi ministries. We will have a unique audience of Saudi and other GCC family offices and sovereign wealth funds plus global thought leaders and investors. Below is the overview for KSA sponsorship opportunities, starting at $20K for co-sponsoring Day 2 Investment Roundtables. If interested, again fill out the sponsor form, and our Dubai-based partner Roberta Calarese will be in touch. We have several sponsors lined up, and more coming, so again, the sooner you commit, the easier it is to fit you into the program.

12/10 BRIEFING TRUMP 2.0

We discussed geopolitical and economic challenges President-elect Trump will face in his second term, with rising global debt, the struggling Chinese economy, and the impact of tariffs. The briefing noted US GDP at 3.3% and CPI at 2.7% but warned of potential inflation and deficit issues. (video, podcast)

UPGRADED DEAL PIPELINES

ACCESS. Qualified Purchasers, approved on updating or submitting our Diagnostic, can access our External Pipeline, with links to decks and to schedule meetings.

Meanwhile, all can see the No Name Pipeline, excerpt below.

PIPELINE

Our pipeline looks rather different today than it did a few years ago. We approach from both the buy-side (forming funds or SPVs into funds/companies) and the sell-side where we have 40+ active mandates with funds and companies (some are between vintages or rounds).

CREDIT.? Today,?the majority of capital raised or deployed is still in?private credit, largely via?funds,?and we are adding more credit funds (litigation finance, specialty niche areas like law firm receivables, space), as well as direct credit deals, such as a $35M GP buyout (Project Stone)?below.?When our VC clients closed their rounds recently, they, too, welcomed some private credit to accelerate growth ahead of their next rounds (e.g.,?Project Charger,?Project Payback,?and?Space Perspectives,?which just received a $15M commitment from?Richard Branson).

ARTIFICIAL INTELLIGENCE? is, of course, "du jour," and AI funds keep trucking. We have special direct access to?Perplexity?and?OpenAI.?

DEFENSE - DUAL USE - SEMICONDUCTORS.?With wars afoot, the defense, dual-use, and semiconductor space keeps growing - e.g., a UK drone producer, three specialist funds, and a credit fund with a lot of exposure to cybersecurity.

ENERGY / INDUSTRIALS. We have both a contrarian O&G Secondaries fund (with a first close at ~$150M), an energy transition fund, a tire/rubber recycling company, copper mines, LFP battery manufacturing in Europe, and, again, a credit angle with a focus on natural resources.?

HEALTHCARE. We have a pre-IPO company in breath diagnostics, an AI personalized care company, a caregiver App, and?Blueprint for Kids, an app program for K-12 schools focused on mental health and EQ.

PUBLIC MARKETS.?As for hedge funds, we have a high-conviction US equities manager, one focused on Eurasian Recovery (ex-Russia), and the former head of AI-ML at Aberdeen scaling AUM with a fintech angle as well to license to wealth managers.

REAL ESTATE. We have a last-mile logistics REIT (aims for 6% annual net yield and 18-22% net IRR over 5 years), a pre-IPO company focused on wellness, and, again, a credit angle via another fund.

If any of the deals or areas above are of interest, reach out to Mark Sanor at [email protected].

ONBOARD DEALS

You can onboard deals via 361firm.com/onb. Some aspects can be added to the No Name Pipeline if you and we approve. If approved by the client, mandated funds and companies are added to our Deal Database Shared with 4K+ Allocators which attest to QP status via our Diagnostic.

CALENDAR

Dec. 17: 11AM Briefing, Syria/Dual Use Deep Dive, 361firm.com/subs

Dec. 17: 12PM Zoom Deal Pitches, Breakouts, 361.pub/pcisessions

Dec. 24 & 31: 11AM Briefings - 361firm.com/subs

Jan. 14: 12PM Zoom Deal Pitches, Breakouts, 361.pub/pcisessions

Jan. 21: 250th Briefing from 50+ cities incl. Davos. 361firm.com/250

Jan. 24-27: 8th Naples & Miami Conf., www.361firm.com/fl25

Jan. 27: Miami 9AM Allocator Session*, 361.pub/pcisessions

Feb. 25: 9AM Hybrid Allocator Session, 361.pub/pcisessions

Feb. 25: NY Tech Summit, 361firm.com/feb25

April 28-29: Riyadh “World With Purpose 2”, reg. 361firm.com/gcc25

April 30-May 1: Abu Dhabi & Dubai Roundtables, 361firm.com/gcc25

May 6: 361 LA Breakfast Roundtables?

June 16-17: 5th SF/Palo Alto Conference, 361firm.com/june

July 20: 4th Newport Conference, 361firm.com/july

Sept. 18-19: 9th London Conference, 361firm.com/septln

October 3-4: 4th Singapore Summit

Oct. 23: 8th New York Philanthropy & Impact Investing Summit

Nov. 19-20: Flagship Conference - New York

for QPs approved via our Diagnostic. *if interested, email [email protected]

April 28-May 1: Riyadh, Abu Dhabi & Dubai

For 361Firm’s 2025 GCC Tour, we are excited to have support at the Saudi ministerial level; as that took time, we moved the World With Purpose Summit 2 in Riyadh to April 28-29 and April 30-May 1 for 361 Roundtables in Abu Dhabi and Dubai. You can see the current World with Purpose Overview Deck and register interest at 361firm.com/gcc25. You can also join our “GCC Tour Prep Calls” on Thursdays at 10-10:30 AM ET.

250th BRIEFING JAN. 21

Since 2019, Stephen R. Burke of ARS has given opening briefings around the world, and via Zoom on Tuesdays at 11 AM since April 2020. See the Briefing Playlist on our 361 Channel. On Jan. 21, 2025, 361Firm will host our 250th Tuesday Briefing in a row. At the 200th mark, we hosted "watch party" gatherings in over 30 cities. This time we aim for 50+ locations and 250+ participants. We seek your help to co-organize (or participate in) simple informal "watch party" gatherings.

Jan. 21 Agenda (all times ET):

10:30: Participant 5-second 4-point Intros (1) name, (2) firm, and (3) city of birth and current residence

11:00: 361Firm shares the 250th "Tribute Collage" Videos*

11:15: Briefing 250 with Q&A

12:00: Receptions in some locations (e.g. lunch in NYC at ARS, 529 5th Avenue)

Watch Parties will be soon listed, and include already Houston, NY, SF, LA, Naples, Cincinnati, and Boston - more to come with your help. If you are interested in hosting in your city/town or neighborhood, please let us know via the form at www.361firm.com/250, so we can add to our venue list, and invite others nearby.

WhatsApp Groups: 361.pub/WApp

Per our LinkedIn post on this, before we re-launch our App, as we already have 1K+ in our WhatsApp Groups (600+ in the Main Group), here are some key principles to follow:

Rule 1: These forums are here to teach, not pitch.?Do NOT promote deals (for FINRA compliance), or really anything as it's bad etiquette. As such, share news or insights to help our community understand the investment and the philanthropic landscape, or bona fide questions or ideas about our events or initiatives

Rule 2: Keep fun "stuff" and references to non-361 events to the Social Group

You can see the full list of 361 Chat Groups at https://361.pub/WApp.

361Firm's global community collaborates on investing and philanthropy, and has grown organically since 2015 to over 10,000 participants in 500+ events in 90+ cities in 20+ countries, and now online several times per week. Expanding from its historical core of single-family offices, 361 now also includes institutional investors, fund managers, CXOs, and thought leaders.

WHAT DOES 361FIRM DO? We focus on four areas:

(1) Investing via Allocator Sessions and Surveys, to 361Core platform (co-creating funds, SPVs)

(2) Raising Capital for funds and companies via our broker-dealer platform (www.361firm.com/onb);

(3) Connecting Partners (business development) and Talent (CIOs, CXOs); and

(4) Optimizing Philanthropy, interconnecting for synergies, NextGens and Impact

HOW CAN YOU BE INVOLVED?

> Subscribe to Weekly Briefings, Meetups, Digest, Recordings, Podcasts

> Onboard as an Investor via our Diagnostic and join Allocator Sessions and Deal Calls

> Join or Co-Create Events: Conferences, Deep Dives, Thursday Lunches

> Onboard a Deal (Funds or Companies) at www.361firm.com/onb

> Access Deals: No Name Excerpt, External Excerpt, and Full Access for 361Core Members

> Onboard as a Strategic Advisor to offer talent or as a Banker to leverage relationships and deal access

WHAT IS THE HISTORY OF 361FIRM?

361Firm was founded by Mark Sanor in 2015 after (a) 10 years with a single-family office investing into and with funds and co-investing with other FOs and (b) 10 years as a lawyer and M&A Partner at Andersen and EY in Europe/Asia.

“360” stems from hosting roundtables since 2005 when Mark moved back from Europe to New York, first for his alumni networks (Denison, U-Michigan, Leiden, INSEAD) and then family office circles. It also captures our approach to forming circles for not only events but also deals

"One Firm" comes from the global collaborative culture of Andersen where Mark was a partner. Being global enables us to understand investment landscapes but also to collaborate cross-border.