Tue. Briefing on Aging, Seattle Conference; 4/19-20 Palo Alto: Digest 4/18/23

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TUE: 8am PT (11am ET) Briefing “Aging and Economic Security” (register); 8:30am PT Seattle Conference (Washington Athletic Club)

WED: 8am PT SF (INSEAD); 2pm Palo Alto (Perkins Coie) - register

THU: 9am PT (12pm ET) PCI Allocators Only Session in Palo Alto (Perkins Coie)

FRI: 10am Prep Call for May 9-11 Ohio Tour #6

THIS WEEK: MON-THU: SEATTLE, SF & PALO ALTO

We already kicked off our West Coast Tour in an amazing venue on Bainbridge Island. Today we kick off the formal conference in Seattle. Per the Program Slide Deck, panels include Zeitgeists, Data & AI (including Ethics), Other Emerging Industries, and Optimizing Impact. Yesterday we had a special retreat on Bainbridge Island, home of Pickleball, which we’ll play in Seattle today. On April 19 we start in SF at INSEAD and head to Palo Alto for 2pm conference and the April 20 Allocator Session at Perkins Coie.??

• Registration at?www.361firm.com/west23?with delegate passes at $1K per city or $1600 for both.
• Access complimentary for active Allocators via our?Allocator Form.?
• For hotels, we have room blocks?at $169 in?Seattle’s Washington Athletic Club?for April 18?(book?- note 361Firm Group) and?San Francisco’s Hilton Parc 55?(55 Cyril Magnin St.) for $199 on April 18 or 19 (book). We do not have a block for Palo Alto but hotels are suggested on the registration page.

APRIL 20 PALO ALTO/ZOOM: ALLOCATOR SESSION

For Active Allocators, access is complimentary if approved via our?Allocator Form.?

Family office Principals, CIOs & Institutional (PCI) investors who are approved “QP Active Allocators” may join our PCI Allocator Sessions whose agenda items focus on

• Global Intelligence?- sharing results from our latest Investor Surveys - currently?Survey #11
• Peer Presentations?- e.g. in Miami Ken Goldman (Eric Schmidt FO), Kevin O'Leary
• Deals/Funds?- at the end, we discuss best deal ideas

The next upcoming PCI Sessions are noted below.

• May 10 Columbus?9am ET?www.361firm.com/ohio23
• June 19 London?7am ET, 12pm UK?www.361firm.com/london23
• July 10 Newport?9am ET - details to follow
• Sep. 14: Wiesbaden 9am ET, 3pm CET?www.361firm.com/wiesfrank2023
• Nov. 8: Zurich 9am ET, 3pm CET?www.361firm.com/zurichnov2023
• Dec. 5: New York 9am ET?www.361firm.com/newyorkdec2023

To request to join, confirm your "QP" status via this short?Allocator Form.

LAST WEEK BRIEFING

Tuesday’s Briefing #157 "Diverging Views" covered:

- The hard landing v.s. soft landing debate

- US job growth slowing

- Market very concentrated in top S&P stocks

- Bullish sentiment at 7-week high

Recording?|?Podcast?|?Subscribe

MAY 9-11: OHIO TOUR #6

On May 9-11, we visit my home state of Ohio. Per the?Program Slide Deck, panels include Zeitgeist on the Future of Ohio, Future of Education & Talent in U.S., Ohio’s Emerging Industries, Companies, Spotlight on Hydrogen & Batteries, and Optimizing NextGen of Family Offices. Breakouts on Key Ohio Industries include EV,?Adv. Mobility,?Aerospace,?Cyber,?Energy,?Additive Manufacturing?(Tour Intel $20B+ site),?Gene Therapy,?Insuretech, and?Cold Storage.

• Registration is open at?www.361firm.com/ohio23.?Note that delegate pass fees (based on availability) increase to $750 on Apr. 19, and on $1,000 on Apr. 26. The registration is opened until May 9. For Active Allocators, access is complimentary if approved via our?Allocator Form.
• Hotels: We have a room block at AC Downtown Columbus for $179 for the nights of May 9 and 10 (book with the?361 AC Downtown Link?by?April 18).

OTHER EVENTS

• May 15-17:?Singapore?(Prestel* May 16-17) -?www.361firm.com/singmay2023
• May 18:?3d NY SALT Reception?-?details to follow?(see last year’s video)
• May 30 11am Briefing + Deep Dive Update on Israel
• May 17-18: Battlefin?- email Marc LoPresti for details
• June 19-22: 5th UK Conference in London and Oxford: 361firm.com/london23
• July 9-12: Newport, RI - details to follow
• Sept. 12-13: Wiesbaden, Frankfurt (Prestel) www.361firm.com/wiesfrank2023
• Sept. 14-15: Sheffield Summit - www.361firm.com/londonsummit2023?
• Oct. 9-12: New York (Prestel* Oct. 10-11) - www.361firm.com/newyorkoct2023
• Oct. 16: Raleigh-Durham - scheduled, details to follow
• Nov. 8-10: Zurich (Prestel* Nov. 9-10) - www.361firm.com/zurichnov2023?
• Nov. 14-16: Singapore Summit - www.361firm.com/singnov2023?
• Dec. 5-6: New York - www.361firm.com/newyorkdec2023
• Jan. 27-29: 7th Naples & Miami Conferences - details to follow
• Feb. 13-15 & 19-21, 2024: Riyadh & Dubai Conferences - details to follow

361Firm's global community is now 7K+ strong across SFOs, institutional investors, funds, and CXOs. Founded in 2015 after 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, we now primarily collaborate in four areas: (1) Investments (Allocator Sessions, core members access and intelligence, fund formations); (2) Raising Capital ($8B+ to date in funds/companies by our broker-dealer platform); (3) Connecting Partners/Talent (including our CIO Council); and (4) Optimizing Philanthropy, interconnecting for efficiencies, linking to Impact Investing. We’ve hosted events in 69+ cities and 20+ countries, since 2016 via Zoom with Tuesday 11am Briefings, Deep Dives and 10:30am Meetups. 360 stems from hosting roundtables since 2005 and "One Firm" from Andersen heritage of the core partners. One Pager:?https://361.pub/1pager