TUE Prep for Credit & Riyadh Summits, Supply Chain Deep Dive, Austin SXSW

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Dear 361 Community, here is this week’s Digest. Tuesday is a big day. It starts for me in New York hosting 10:30 Prep Call Meetup through Lunch at ARS and ends with joining our Austin reception at SXSW. Join us. Best, Mark

TUE MARCH 11 (all times ET):

10:30 AM Prep Call (sign up) for April 2 Credit/PE Summit

11:00 AM Briefing (“Actions & Reactions”, subscribe)

11:30 AM “Supply Chains” Deep Dive Zoom & NY Lunch (sign up)

12:30 PM Deal Call* proChain (VC focused on supply chains)

7:00 PM Austin SXSW Reception @Pershing Club - RSVP

THU MARCH 13 4pm Deal Call* Mendoza Ventures (register)

ARPIL 2: Credit/PE Summit @45 Rockefeller Plaza (register)

APRIL 28-29: Riyadh Summit 2 (register 361firm.com/gcc25)

*for only QPs approved via Diagnostic

Our Riyadh “World With Purpose” Summit II on April 28-29 with GHAYA brings together 200+ participants, global investors and KSA’s leading family businesses and ministries to exchange insights and forge partnerships. Our venue is Bab Al Samhan in Diriyah, a UNESCO World Heritage Site.

Many Saudi families are joining (see below), thanks to my partner Roberta Calarese, her Co-Chair Todd Ruppert, "Knowledge Partner" BCG, and our Steering Committee.

—See Deck, Agenda, speakers below.

—First, indicate interest via this initial WWP Onboarding Form

—Register, QPs via Diagnostic, delegates at 361firm.com/ksadelegate

—See details including hotels at 361firm.com/gcc25

Featured Speakers: We host an incredible lineup of global thought leaders, including:

• Mishal Kanoo – Chair, Kanoo Group, insights on family business, legacy
• Armen Sarkissian – 4th President of Armenia, Quantum Politics, Sustainable Trade
• Dr. Sarah Ghaleb – Head of Entrepreneurship, Saudi Aramco, transforming education
• Areej Al Turki – Founder, FDI MENA, perspectives on finance and global prosperity
• Alanoud Al Hejailan – Co-Founder Dreamwork Entertainment, inspiring youth w/tech
• Ken Goldman – Former CFO of Yahoo, CIO of Eric Schmidt
• Stacey Lawson – Chair, Ygrene Energy Fund, AI for Inner Development
• Bolor Erdene Battsengel – Strategic Advisor, SpaceX, AI for Good
• Dr. Angelo Dalli – Founder, Trustworthy AI
• Marc Buckley – Alohas Foundation, sustainable transformation
• Katharina Moser – blueprint for purposeful leadership
• Nikola Jurisic – Transfiguration Advisory, cultural alignment in family businesses

Saudi families joining include Saeid Binzagr, whose family has long-standing international JVs (including with Unilever), focused also on investing into or acquiring industrial and other technologies to deploy in KSA. Rami AlTurki leads a prominent family office and is the Chair of the US-Saudi Business Council. Others include Abdullah Majid Al Qasabi, Al Gosaibi Group, Abdul Latif Jameell Group, Ali Kanoo, Dr. Abdulaziz Daghastan, Lubna Olayan, Nayef Yamany, Samah Alqubaisi, Sheikh Abdulaziz Alhelati, Sheikh Hassan Alhewazi, Sheikh Mohamed Naghi, Wafa Al Rushaid, Al Anoud Al Hejeilan, and dozens of others.

Family offices will also join from Qatar, Bahrain, Kuwait, Oman, and UAE.

We appreciate Saudi ministerial support with advanced discussions at the Ministry of Economy, Ministry of Culture and Moonshaat, the KSA Authority on Entrepreneurship.

Achieve even more impact as a Co-Host or Host sponsor.

(1) Co-Host a Roundtable: Co-Host a Roundtable and deliver an "Innovation Brief" on your tech area of expertise. Prominent branding and recognition as a sponsor at roundtable sessions, website and materials. 3 VIP invites + to the Gala Dinner, private Breakfast April 30.

(2) Host a Theme or the Gala Dinner - exclusive Host of Roundtable or Gala Dinner Host and co-Keynote. 5 VIP passes, VIP table at Gala Dinner. VIP Reception on April 27

Co-Host fee is $20K, Host Fee $50K with more prominence and curation. We can also discuss UAE Roundtables.

4/2 PRIVATE CREDIT & PE SUMMIT

361Firm hosts its Private Credit & PE Summit on April 2 at BakerHostetler (45 Rockefeller Plaza) for LPs and GPs of PE & Credit Funds, and Companies seeking private equity or credit. The Summary Agenda is below.

You can?register as a delegate, but note fees increase at 12PM every Tuesday. “Qualified Purchasers” allocating to funds can join as guests?if (1) approved via our?Diagnostic?(https://361.pub/shortdiag), and (2) meeting withtwo participating companies or funds (see?www.361firm.com/mandates1)

We host a Q&A Call Tue., March 11 at 10:30 AM for potential speakers and participants.

Invite others via our LinkedIn event (see 361.pub/linkedintutorial2)

AGENDA:

8:30 AM 361Core*

10:00 AM Allocator Session**

1:00 PM Conference Opens

1:15 PM Keynotes, Zeitgeist Panel

2:00 PM Corp. Credit Strategies***

2:30 PM Real Estate Credit

3:00 PM Public FI, Structured Credit incl CLOs

3:30 PM Break

3:45 PM Credit Niches

4:15 PM PE Strategies

5:00 PM Breakouts

5:45 PM Debrief

6:00 PM Reception

*for investors able invest $10M+ in ALTs,?361firm.com/core **for QPs approved via 361’s Diagnostic 361.pub/shortdiag?

***includes venture debt, rev-based loans, merchant advance, asset-based, project finance

We host our 257th Briefing at 11am ET March 11 covering what is happening and reacting in Europe and China, and U.S. You can subscribe to the Briefing and other recurring 361 events and content at https://361firm.com/subs.

At 10:30am we host the Prep Calls for the April 2 Credit/PE Summit and provide updates on the April 28-29 Riyadh Summit. After the 11am Briefing, we host a Deep Dive on the “Future of Supply Chains” - if in New York, join in person at ARS (529 5th Ave.). Sign up for all here.

The global supply chain landscape is experiencing significant transformations driven by economic, geopolitical, and technological forces. The importance of developing resilient, secure, and adaptable supply chain solutions has never been more critical to ensuring both economic stability and national security. A distinguished panel comprising leaders from industry, government, and startup sectors will convene to discuss the future trajectory of commercial and military supply chains, with particular emphasis on resilience, security, and optionality.

AUSTIN SXSW RECEPTION 3/11 7PM

361 co-hosts its Austin Reception @SXSW at the Pershing Club - see Details and RSVP.

361Firm co-hosts this social gathering alongside www.TheDomes.com, a client building and operating immersive entertainment domes around the country, and the world.

Join us for a night of curated food and drinks and immersive experiences. Enjoy a next-level experience in the upstairs of Pershing House from 7:30-9:30 followed by cocktails and a sampling of immersive art in Pershing Hall to close out the night. Location: Pershing Club, 2415B E 5th St. Unit B, Austin, TX 78702. For registration and details:?https://lu.ma/qn8egxkf

Last month’s Tech Summit was full of such good content that we wanted to remind you to review all of the recordings in the Full Playlist, and the highlights here.

361AI Digital Platform

361Firm is excited to partner with KLEVER AI (Yasmin Shmuel) to bring AI-driven collaborative co-investing to the family office world. See the initial post and videos. Stay tuned as experts from our global 361 community co-lead sub-communities across assets and industries.

UPGRADED DEAL PIPELINES

MANDATES. We now have over 60 mandates, and you can see most in our No-name Deal Pipeline. We now have 20+ funds in niches like AI and private credit and 20+ direct deals from $2M to $200M for equity (e.g. in payments, VR, domes, tire recycling) and debt (e.g. off-grid-EV charging, GP buy-out). If approved by the client, mandated funds and companies are added to our Deal Database Shared with 4K+ Allocators.

FULL ACCESS FOR QUALIFIED PURCHASERS. QP, approved on updating or submitting our Diagnostic, can access our External Pipeline, with links to decks and to schedule meetings. 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).

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

PIPELINES and DIAGNOSTICS. We can follow up best on deals onboarded via 361firm.com/onb, which has the same questions and sub-categories as our Dignostic which the allocators submit on asset class, industries, deal type, size, region, etc., and key words. It takes just 2-5 minutes, but makes it easier for match-making, and inbound interest.

If you become an investment banking client, you can pitch at our Allocator Session segments of our conferences and schedule 1:1 meetings. Our "special sauce" is our global community. While we can run systematic marketing processes like any other placement agent, we can easily set up multi-city "road shows" but also include you in weekly programs or create bespoke events to bring you to investors in more organic ways where you can build relationships.

Confidential parts stay with our core internal team. If we see interest, we can officially bring on as a mandate. Here is the 361Firm Overview Deck for raising capital via our B-D.??

CALENDAR

March 11 11am Briefing “Actions & Reactions” on Zoom: subscribe

March 11: 11:30 “Future of Supply Chains” Deep Dive, NY Lunch (529 5th Ave): subscribe

March 11: 12 NY Lunch @529 5th Ave after 11am Briefing as part of Deep Dive

March 11: 12:30 Deal Call* proChain Ventures (Supply Chain security and optimization)

March 11: 7pm Austin Reception @SXSW @Pershing Club - See Details and RSVP

March 13: 4pm Deal Call* Mendoza Ventures (Fund III, AI dual use, cyber)

April 2: 10am Allocator Session*, register?

April 2: 1-7pm Private Credit & PE Summit, 361firm.com/apr2?

April 28-29: Riyadh Summit 2, register interest at 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/Seattle 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, details to follow

October 5-6: Mumbai Conference, details to follow

Oct. 23: 8th New York Impact Summit, details to follow

Nov. 19-20: Flagship Conference - New York at Grant Thornton, details to follow

*for QPs approved via Diagnostic **if interested, email [email protected]Updates on 361Firm WhatsApp Groups: 361.pub/WApp

ABOUT 360 ONE FIRM (361FIRM)

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 and 361Core platform (co-creating funds, SPVs with the right data and people using 361Digital AI.

(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 Events & Content: Briefings, Meetups, Digest, Recordings, Podcasts

> Onboard as 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) a Strategic Advisor?to offer talent or as (b) 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 alumni 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 Arthur Andersen‘s global collaborative culture where Mark was a Partner. Being global enables us to understand investment landscapes but also to collaborate cross-border.