Tues 11am Briefing: ChatGPT + "C. Banks vs. Mkts"; UK, Impact, Seattle Events; FL Takeaways: Digest 2/6/23

Full version

HIGHLIGHTS FROM NAPLES & MIAMI CONFERENCE

See above highlights from our 6th Naples & Miami Conference with special panelists including Deepika Sharma (Global Head of Manager Selection at Blackrock, running $170B OCIO) and Ana Arsov (Global Head of Credit at Moody’s). Yes, we had Mr. Wonderful and aquanaut entrepreneur Fabien Cousteau , Jacque Cousteau’s grandson developing underwater “space labs” to explore 97% of the ocean that isn’t known. Ken Goldman of Eric Schmidt’s family office shared insights along with many others. More recordings will be added to this Florida 2023 Playlist.

Here is the the Podcast version from Fabian. Below we have "Mr. Wonderful," Kevin O'Leary who joined us to talk about, among other things, North Dakota.

Here is the Podcast version from Kevin’s segment, and below is a but of a rebuttal by Peter B. .

Here is the Podcast version from Peter.

TUESDAY BRIEFING

FEB. 6 LONDON GATHERING, LEADING TO MAR. 7-9 5TH GLOBAL CONFERENCE (THE MAY FAIR HOTEL)

Feb. 6 London Pre-Event Gathering. Today, we just hosted another event at The Mayfair Hotel (Radisson). Cocktails.

Mar. 7-9 5th London Global Conference:

• March 7: Sheffield (Morning to Lunch) and Oxford (Afternoon, Dinner)
• March 8: London Mayfair Hotel - Conference (All Day)??
• March 9: London Site Visits (Morning) and Allocator Session (Afternoon)?

To help shape the final overall agenda and invite speakers (keynotes, on panels or breakouts), please share your suggestions via this London March 2023 Input Form.?

You can now register at www.361firm.com/london23!?The “early bird” rate of $750 is open by Feb. 7 for the first 10 people who register. This fee will increase over time to $1500. The March 7 excursion to Sheffield and Oxford will have separate costs, which we are trying to keep low - details to follow. Some may choose just to meet us in Oxford the evening of March 7 (with multiple train options).?It will include London morning site visit options on March 9. Active Allocators are complementary if approved after confirming "QP" status via our Allocator Registration Form.?

LAST THURSDAY’S ROUNDTABLE AT TOPGOLF DUBAI

LAST TUESDAY’S BRIEFING

Last week’s Briefing “Riding Rolling Coasters" by Stephen R. Burke covered:

>POLICY MISTAKE: Political, fiscal or monetary

>RUSSIA/UKRAINE: War escalates in coming period

>CHINA RE-OPENING: Needs to stick

>ENERGY: Price declines from last year reverses

>DEBT CRISIS: With rates rising and growth slowing, debt risk increases

Recording | Podcast | Subscribe all our events

CALENDAR

• Feb. 7, 11am?Briefing “C. Banks vs. Markets” -?register?for Briefing at?361firm.com/subs
• Feb. 7, 11:30am?Deep Dive on ChatGPT -?reg.?for Briefing at?361firm.com/subs
• Feb. 14, 11am Briefing?Comms. Markets + ChapGPT Pt 2,?reg.?for Briefing at?/Subs
• Feb. 21, 11am Briefing?Scenarios of China attack on Taiwan,?register?for Briefing at?/Subs
• Mar. 7-9:?5th London Conference (Mayfair Hotel, Radisson) -?361firm.com/london23
• March 22-23:?Impact/NextGen Summit in New York -?361firm.com/impact23
• April 18-20:?West Coast Tour: Seattle, SF, Palo Alto -?361firm.com/west23
• May 9-11: Ohio Tour - details to follow
• May 15-17:?Singapore (Prestel May 16-17) -?361firm.com/singmay2023
• May 18-19:?Mumbai?-?361firm.com/mumbai2023
• TBD:?Hong Kong?(announcing soon)
• May 28-30:?Israel?-?361firm.com/israel2023?
• May 30-June 1:?Istanbul, Türkiye?(Prestel May 30-31) -?361firm.com/istanbul2023?
• June 18-19:?Milan?- details to follow
• June 20-22:?London?(Prestel to 21st, 361 June 22) -?361firm.com/londonjune2023?
• July 9-12:?Newport, RI?- details to follow
• Chicago: (announcing soon)
• Sept. 11: London Summit?361firm.com/londonsummit2023?
• Sept 12-13:?Wiesbaden, Frankfurt?(Prestel)?361firm.com/wiesfrank2023
• Sept. 14:?3d NY SALT Reception?15 Hudson Yards, 91st Floor (last year’s video)
• Oct. 10-12:?New York?(Prestel Oct. 10-11) -?361firm.com/newyorkoct2023
• Oct. 16:?Raleigh-Durham?- tentative, details to follow
• Nov. 8-10:?Zurich?(Prestel Nov. Nov. 9-10) -?361firm.com/zurichnov2023?
• Nov. 16-17:?Singapore Summit?-361firm.com/singnov2023?

Dec. 5-6:?New York?-?361firm.com/newyorkdec2023?

NEW APP USERS: Sophia Swire, Richard Blakesley, Adam Anwar, Anthony Obinna, Nadia Lau, Ben Boateng, Shreyansh Singhal, Ted Cleary

NEW APP POSTS: "Olympic Legacy Park Sheffield news", "Disrupting Data Injustice", "Super-tight policy is still struggling to control inflation", "The last gasp of the meme-stock era"