Rates+TravelTech 7/2; Newport 7/21; Riyadh Feb. 4-7: 361Digest for 7/1

Web Version

LAST WEEK: Briefing “Energy Transition - Got a Permit for That?”- recording, podcast

MON. 5pm AI-focused Drinks & Dinner in New York - see below

TUE. 10:30am Town Hall, 11am Briefing: “What Would the Fed Achieve By Lowering Rates Now?”; 12pm: “Travel Tech” Deep Dive (Zoom, in person at Polsinelli) - register

WED. 10:30am Global Meetup - register

JULY 21: 3rd Newport Conference & Reception - see Agenda, RSVPs, recordings from 2022 and 2023?events. Register at 361firm.com/np24

SEPT. 12: London Conference - now $1300 at 361firm.com/lnsept

OCT. 10: 9th NY Conference - now $1800 at 361firm.com/nyoct (note change from Oct. 7)

FEB 4-5 Riyadh - see below and Deck. If interested to speak, let us know via 361.pub/suggest.

JULY 2 BRIEFING “WHAT FED ACHIEVES BY LOWERING RATES NOW?” + 12PM “TRAVEL TECH” DEEP DIVE: ZOOM & NYC @POLSINELLI

On July 2, we host our "Travel Tech" Deep Dive at 12pm after our 11am Briefing “What Would the Fed Achieve By Lowering Rates Now? - via Zoom and in person in New York at Polsinelli (600 3rd Ave.) co-led by Travelocity founder and KAYAK ex-Chair Terry Jones. Register at www.361firm.com/subs.

NEWPORT 7/21 UPDATES

On July 21, 361Firm hosts its 3rd Newport Conference and Reception at the Vanderbilt Hotel. Here are links to the Agenda (also below), RSVPs to date, and recordings from the 2022 and 2023?events.

You can see details and register at https://361firm.com/np24 as a delegate ($1200, increases to $1800 on July 2). Allocators receive complimentary access by attesting to “QP” status via our Diagnostic.

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 Dec k. If interested to be or propose a speaker, let us know via 361.pub/suggest.

JULY 1 “AI ACROSS ASSET CLASSES” - MIXER & DINNER

On July 1 C10 Labs hosts a Drinks & Dinner in New York (Madison Square Park Tower) to discuss AI in both venture and public market stages. To request a spot, email Patricia Geli at [email protected].

C10?Labs, a 361 client, has built an AI Venture Studio and Fund in Cambridge, MA, with investments across cohorts of companies and currently has another 17 teams in its studio working on AI-First opportunities.

LAST WEEK’S BRIEFING: “ENERGY TRANSITION”

Renewable energy development faces challenges such as local ordinances, zoning laws, and community opposition. Some question the findings of the Brookings Report on the sector's future. Experiences with canceled solar projects, such as in Ohio, emphasize the need for a comprehensive approach involving all available technologies. Various discussions have highlighted different decarbonization technologies and their potential applications in the industry, including sequestration, data centers, and satellite communication technologies. It is generally agreed that while several decarbonization technologies are available, their effectiveness and feasibility need to be evaluated. ? Recording, podcast ? Subscribe: www.361firm.com/subs

NEW DEALS ONBOARDED IN THE LAST 30 DAYS

YOU CAN ACCESS THE NO NAME DEAL PIPELINE. - see excerpts above and below of recently onboarded deals. Note that we have not done due diligence on these which we would do if we take the next step to onboard as mandates with broker-dealer compliance, but we welcome your indications of interest, particularly allocators who can help us vet the deals.

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.

OCT. 10: 9TH NY CONFERENCE - www.361firm.com/nyoct

361Firm hosts its 9th New York Conference on Oct. 10, 2024 @Polsinelli (600 3rd Ave.) - www.361firm.com/nyoct. The agenda will be posted soon, but you can see videos there from past New York conferences, which first started in 2018 (see summary).

You can register now at www.361firm.com/nyoct as (1) a delegate (note fee increases by $200 each week or (2) an Active Allocator as our guest (see guidelines) once approved after submitting our Diagnostic.

2024 CALENDAR

July 21 3d Newport RI 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. 21-23: London-Cambridge-Oxford ATOM II Summit - 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 WWP Conference + Feb. 6-7 UAE Modules - details to follow

*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