What’s Next for U.S. Economy?; Draper, Ruppert, Mitzi Join 12/3 Conf; Tax Debrief Video

Web Version

Dear 361 Community, here are highlights of this week’s Digest:

TUE. NOV. 12 10:30am ET Town Hall & Prep for the Flagship NY 12/3 Conference (sign up); 11am Briefing “What’s Next for US Economy?” - register

WED. NOV 13 9:30am: Prep Call for Florida 1/25-27 Conf. (sign up); 10:30 Meetups & Prep for Deep Dive Breakouts at the Flagship 12/3 Conf. - register

NOV. 21-22: London ATOM II, 361 Roundtables - 361firm.com/lonatom

DEC. 3: Flagship Global NY Conference - see details and register at www.361firm.com/nydec. Speakers include Tim Draper, Todd Ruppert, Prof. De Kai, actress Serinda Swan, Barbara Doran of CNBC’s Closing Bell, philanthropist Mitzi Perdue, ex-WEF Vice Chair Josette Sheeran, Ron Diamond, Mary D’Souza and many others

LAST WEEK: Briefings on “Democracy in a Changing World” (8am video, podcast; 11am video, podcast); Post-Election Tax Debrief (highlights, video, podcast)

11/12 WHAT’S NEXT FOR U.S. ECONOMY AND MARKETS - register

11/7 ELECTION DEBRIEF WITH 10 TAX LAWYERS

Our Nov. 7 Election Debrief (see highlights, video, podcast) started with a political update by Barnaby Fletcher of Control Risks, followed by a series of tax lawyers on potential changes including Olga Loy of W&S, Amy Short, Ivan Golden, Al Puchala, Abbie Everist of BDO, Chris Levkulich, Gregory Wilder of Exemplar, Peter Baum. Key Discussion Points: (1) possible significant tax legislation in Trump’s first year, extending tax cuts, expanding Opp Zones and adjusting corporate and international tax rules; (2) Strategies to offset ordinary income and capital gains; (3) IRS capacity for enforcement with staff churn; (4) Trump’s unpredictability

For our Flagship NY Global Conference on Dec. 3 (www.361firm.com/nydec), we will have ~100 participants, and speakers include Tim Draper, Todd Ruppert, Professor De Kai, Actress and Blueprint for Kids CEO Serinda Swan, Barbara Doran of CNBC’s Closing Bell, philanthropist Mitzi Perdue, ex-WEF Vice Chair Josette Sheeran, Armen Sarkissian, Ron Diamond, Esther Dyson, Mary D’Souza, and many others.

Here is the Program Deck.?We host a “Flagship Prep Call” Tue. Nov 12 at 10:30am. See updates and register at www.361firm.com/nydec.

Panels: Investing by Global Regions, Asset Classes,Z Emerging Industries, Optimizing Philanthropy & NextGens

Round 1 Breakouts: Early VC, Late VC/PE, Credit/RE, Pub. Markets, Emerging Managers, Tax Alts, Asia, LatAm, Europe, GCC

Round 2 Longer Breakout Tracks: Real Estate in NYC (see below), Health, Digital Assets, Energy, Philanthropy, and of course AI

11/4 BRIEFING “DEMOCRACY IN CHANGING WORLD”

Stephen R. Burke discussed the evolving nature of democracy, highlighting the shift in global leadership from the US to China and the internal conflicts within nations. Surveys revealed that 72% of Americans and 40% of the world believe the US is no longer a model to follow. Republicans prioritize the economy, immigration, terrorism, national security, crime, and taxes, while Democrats focus on democracy, Supreme Court justices, abortion, healthcare, and education. The discussion also covered the impact of these divergent views on global leadership and the challenges of setting a good example. The conversation emphasized the need for effective leadership and the potential for a hybrid democracy model

8am: video, podcast & 11am: video, podcast

ONBOARD DEALS

You can onboard deals via 361firm.com/onb. Some aspects can be added to the No Name Pipeline Excerpt. Mandated clients are added to our Deal Database Shared with 4K+ Allocators. Allocators can access deal decks by attesting to QP status via our Diagnostic.

CALENDAR

Nov. 21-22 London ATOM II at the Science Museum, 361 Roundtables - reg. interest at 361firm.com/lonatom

Dec. 3: NY Flagship Global Conference, 361firm.com/nydec

Dec. 5: Institute for Family Governance, Miami Conference (361 attending)

Jan. 21: 250th Tuesday Briefing, register at www.361firm.com/250

Jan. 24-27: 8th Naples & Miami Conferences, 361firm.com/fl25

Jan. 27*: Miami Hybrid Allocator Lunch before Miami Conference

Feb 4-5: Riyadh “World With Purpose” Summit 2 - register interest at 361firm.com/gcc25.

Feb. 6-8: Abu Dhabi and Dubai 361 Roundtables and events - register interest at 361firm.com/gcc25.

*for QPs approved via our Diagnostic. **if interested to join, email Mark at [email protected]

JAN. 24-27: 8th NAPLES & MIAMI CONFERENCES

361Firm hosts its 8th annual Florida events, with a 4th annual Pickleball Mixer, karaoke, and time to network between panels and roundtables. You can now register “Early Bird“ at 361firm.com/fl25.

Jan. 24 Naples: Informal Drinks and Dinners

Jan. 25 Naples: 9AM Pickleball; 1PM Conference Opens, Panels - AC Hotel; 5PM Breakouts, Reception

Jan. 26 Naples & Miami: 9AM Conference; 12PM 4th Pickleball Mixer; 6PM Miami Reception

Jan. 27 Miami:

11:00 AM Allocator Lunch Session* with Investor Survey results

2:00 PM Conference Opens, Panels: Global Regions, ?Asset Classes

3:00 PM Breakouts by Regions and Assets, Debrief

3:45 PM Panels: Emerging Industries, Philanthropy/NextGen

4:45 PM Breakouts, DeBrief, Reception

FEB. 4-8 361 GCC TOUR IN RIYADH (“WORLD WITH PURPOSE” SUMMIT 2), ABU DHABI & DUBAI

On Feb. 4-8, 361Firm hosts its 2025 GCC Tour. It starts on Feb 4-5 in Riyadh with the “World With Purpose” Summit 2 + 361 Roundtables & Feb. 6-8 361 Roundtables in Abu Dhabi, Dubai and a Desert Trek. Exciting details will be shared soon and meanwhile, you can see the current World with Purpose Overview Deck, register interest at 361firm.com/gcc25 including to join our “GCC Tour Prep Call” on Thursdays at 10am ET

250th BRIEFING JAN. 21

Since 2019, Stephen R. Burke of ARS has given opening briefings around the world, and via Zoom on Tuesdays at 11 AM since April 2020. See Briefing Playlist on our 361 Channel. On Jan. 21, 2025, 361Firm will host our 250th Tuesday Briefing in a row. At the 200th mark, we hosted "watch party" gatherings in over 30 citiesban. This time we aim for 50+ locations and 250+ participants. We seek your help to co-organize (or participate in) simple informal "watch party" gatherings.

Jan. 21 Agenda (all times ET):

10:30: Participant 5-second 4-point Intros (1) name, (2) firm, and (3) city of birth and current residence

11:00: 361Firm shares the 250th "Tribute Collage" Videos*

11:15: Briefing 250 with Q&A

12:00: Receptions in some locations (e.g. lunch in NYC at ARS, 529 5th Avenue)

Watch Parties will be soon listed, and include already Houston, NY, SF, LA, Naples, Cincinnati, and Boston - more to come with your help. If interested to host in your city/town or neighborhoodz, please let us know via the form at www.361firm.com/250, so we can add to our venue list, and invite others nearby.

About 361Firm

361Firm's global learning community is now 8K+ strong across single family offices, institutional investors, funds, and CXOs. We collaborate on investments and philanthropy, since 2015 via events in 90+ cities and 20+ countries, plus online Briefings, Meetups and forums.

WHAT DOES 361FIRM DO? We focus on four areas:

(1) Investments via Allocator Sessions and 361Core buy-side member platform (361firm.com/core);

(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 at https://361firm.com/subs, Tue. Briefings, 10:30am ET meetups

> Join Conferences and Deep Dives via www.361firm.com/events, including prep calls.

> Onboard as an Investor via our Diagnostic at https://361.pub/shortdiag

> Join Allocator Sessions via https://361firm.com/pcievents and Deal Calls

> Onboard a Deal (Funds or Companies) at www.361firm.com/onb

> Onboard 361 as a Banker at www.361firm.com/bankers

> Onboard as a 361 Strategic Advisor, offering talent to our community at www.361firm.com/onboard

FOR REFERENCE:

> Web: 361firm.com/home

> Content: youtube.com/361firm

> Weekly Digests: 361firm.com/digest

> History: Founded in 2015 after 10 years with an 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 alumni (Denison, University of Michigan, Leiden, INSEAD) and then other roundtables since 2005 on moving to New York from Europe. "One Firm" comes from the global collaborative culture of Arthur Andersen where co-founders were partners. We’ve hosted 361 events in 90+ cities and 20+ countries, since 2016 via Zoom with now over 230 Tuesday 11am Briefings, over 100 Deep Dives, over 200 10:30am Meetups and over 100 Thursday Lunches.