UK/EU Takeaways, Today's 11AM Briefing on "Price of Putin's War," NY Conference Nov. 30: 361 Digest 9/27/22
Mark Sanor
361Firm global community, investing & philanthropy. 10K+ SFOs, Institutional Investors, Funds & CXOs. Events in 100+ cities, 20+ countries.
NOV. 30 - DEC. 1: 5TH NY GLOBAL CONFERENCE will feature panels and "360" breakouts focused on investments by (1) countries/continents, (2) asset classes and (3) industries as well as in (4) philanthropy and impact. Details to follow on our registration page where you can now indicate interest.
Hotel Room Blocks. With so many converging on New York from out of the country and state, we secured three options ranging from $259 to $415 per night in what is "prime time" for the holiday season. For each block, the cutoff date is Oct. 30, and individual guest cancellation is 7 days prior to arrival.
1. Dream (210 West 55th St., steps from where I once lived): Book room. You can also enter the code “361Firm” on the?Promo Code field when making reservations to view the same room rates and availability.???
2. Royalton Park (420 Park Ave. South).?Book room
3. Oyo (157 W 47th St): Book Room
Takeaways from UK/EU Tour:
> Brits are bullish, Germans too longer term but now focused on energy transition
> Of 15 billionaires we met (20+ if you count their CIOs), most value cash, liquidity?
> Germans wish they could commercialize tech like U.S., still innovation powerhouse
> Philanthropic interests can and will be optimized together?
> Many friendships and partnerships were formed in this trip
> Best line: Jeff Green in London “My wife tells me I have a face for radio.”?
领英推荐
> Best poem: Jack Wyant in Zurich, stanzas on Simon Vine
> TODAY'S 11AM BRIEFING Register:
Today's Briefing will focus on five paradigm shifts (monetary tightening QE to QT, more renewables, inflation to deflation, globalization to fragmentation, and to slowing growth or recession) as well as key market opportunities:
- Uneven impact of slowdown
- Valuation resets across assets
- Markets weak until peak of inflation & interest rates
- Invest in secular themes: electrification, digitalization, defense, key commodities and special situations
LAST TUESDAY BRIEFING #128 FROM GERMANY: Interest rates, recession risks, and energy discussions. Podcast.
CALENDAR OF EVENTS:?Go to?www.361firm.com/events
ABOUT 360 ONE FIRM (361FIRM)
?361Firm’s community has grown to 6K+ participants from 35 countries - primarily family offices (2200+), institutional investors, Fund Managers, and CXOs - collaborating on investments and philanthropic interests.?Per our Overview Deck (https://bit.ly/361_overview) and Video (https://youtu.be/KiDcchr1KLU), we connect via 100’s of events (see?361firm.com/events?and?/synopses), so far in 60+ cities and 20+ countries, including private PCI Sessions for SFO Principals, CIOs and Institutional investors led by 361’s CIO Council (e.g. June 6 in Columbus). Via?Zoom, we gather for Tuesday Briefings (www.361firm.app/groups/tuesday-briefings?- see all recordings?361firm.com/briefings) and 10:30AM Meetups (e.g. Town Hall on Tuesdays, Group/Event Coordination on Wednesdays, Impact/Philanthropy on Thursdays, Alumni Connecting on Fridays).?On our private App (www.361Firm.App), you can private message ~1500 members and access unique content, some of which is on?YouTube.com/361firm
Takeaways from UK/EU Tour: > Brits are bullish, Germans too longer term > Of 15 billionaires we met, most value cash, liquidity? > Many friendships and partnerships were formed in this trip > Best line: Jeff Green in London starts to share takeaways from the "Creative Economy Breakout by saying “My wife tells me I have a face for radio.”