FOMC & Fiscal Fight 12/24, Briefing #250 1/21; Panels for FL 1/25-27; ‘25 Calendar; Deals

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TUE, DEC. 24: 11am Briefing “FOMC, Fiscal Fight & 2025”; 10:30 Prep Call for ‘25 Events (register):

-1/25-27 Miami, Naples Conference (361firm.com/fl25); -2/25 NY Summit; 4/28-30: KSA-UAE -6/16 SF/Palo Alto, Seattle; 7/20 Newport; 9/18 UK; 10/4 Singapore .-Sponsors with insights welcome, see 361firm.com/sponsors

DEC. 25 & JAN 1: No Meetups - enjoy the holidays!

DEC. 31: 10:30 Prep Calls for ‘25; 11am Briefing (reg.) - no 8am edition

LAST WEEK: Briefings “China's take on Trump” (8am vid, 8am pod); “Putting Money to Work in '25” (vid, pod)

NEW DEAL PLATFORM: No Name Excerpt (361.pub/nonamep)

361 hosts its 250th Tuesday 11am Briefing on Jan. 21. Please co-host a "watch party”: 361firm.com/250.

Jan. 24-27: 8th Naples & Miami Conf.

361Firm hosts its 8th Conferences in Naples Jan. 25-26 @AC 5th Ave. & Miami 26-27th @Greenberg Traurig (333 SE 2nd Ave). Both cities have Panels and Breakouts on investing by regions, assets, industries, and philanthropy - see Program Deck and agenda. We host another "Prep Call" on Tue. Dec. 24 and 31 (sign up). Here are highlight videos of the 2022, 2023 & 2024 FL conferences.

SUMMARY AGENDA

NAPLES (AC 5th Ave.): Jan. 24 Informal gatherings; Jan. 25: 9am Tours or Pickleball instruction, 1-8pm Conference; Jan. 26: 9am panels, 12pm 4th Pickleball Mixer

MIAMI (Greenberg Traurig, 333 SE 2nd Ave.): Jan. 26: 7pm gathering TBA; Jan. 27: 9am Allocator Session, 1-7pm Conference; Jan. 28: 11am Briefing (gathering location TBA)

Below are screenshots of the Agenda, which is still preliminary and keeps evolving with more speakers added, including in the Breakouts. Register for Tuesday’s 10:30am Prep Call to shape the agenda.

REGISTER at 361firm.com/fl25. Note that fees increase by $100 per city every Wednesday.

LP "QP" active allocators can join complimentarily if approved on submitting our Diagnostic. They also can join our Jan. 27 Allocator Session in Miami (or Zoom) at 9AM to 1PM, before the 1-7PM Conference. In that session, we will have presentations on “PE Landscape” by Todd Ruppert and “Investment Outlook” by Ken Goldman, our Survey 18 (all participants receive the anonymized results), then Deal Presentations, Lunch and 1:1s. Some of the Allocator RSVPs are shown below.

REQUEST TO SPEAK, SPONSOR

We always seek interesting content for the 361 Community. Apart from allocators, we seek insights from fund managers, founders (including in philanthropy), or thought leaders. To speak and sponsor a 361 event, please take a moment to fill out our sponsor form at 361firm.com/sponsors.

Current sponsorship options for Florida are below.

**Sponsorship fees increase weekly for Florida and other conferences listed below:

• Feb. 25: NY Tech Summit (80-100+ participants + Zoom)
• April 28-May 1 KSA, Abu Dhabi, Dubai (~250, see below)
• June 16-17: 5th SF / Palo Alto (100+)
• July 20: 4th NewportRI Conf. (80-100+)
• Sept. 18-19: 9th UK Conf. (90-110+)
• Oct. 3-4: 5th Singapore Summit. (70-90+)

**A special event is April 28-29 in Riyadh as we co-host the “World With Purpose Summit II” followed by events in Abu Dhabi and Dubai, with over 250 participants, and partnership with Saudi ministries.

We will have a unique audience of Saudi and other GCC family offices and sovereign wealth funds plus global thought leaders and investors.

KSA sponsorship opportunities start at $20K for co-sponsoring Day 2 Investment Roundtables. If interested, again fill out the sponsor form, and our Dubai-based partner Roberta Calarese will be in touch. We have several sponsors lined up, and more coming, so again, the sooner you commit, the easier it is to fit you into the program.

12/17 8 & 11AM BRIEFINGS

Briefing “Putting Money to Work in '25” + China's take on Trump discussion highlighted significant economic divergences globally, driven by trade uncertainties, domestic strife, and policy decisions.

Stephen Burke noted China's economic challenges, including a record-low 10-year yield at 1.72%, overcapacity, and capital outflows. India's growth slowed to 6.6%, with opportunities in manufacturing. (8am recording, 8am pod); (11am recording, 11am pod)

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

UPGRADED DEAL PIPELINES

As we move to 2025, I invite you to review but also feel free to contribute to our deal pipelines, events and 361 community initiatives.

PIPELINES and DIAGNOSTICS. We now have over 1500 in the "Funnel" and we can follow up best on those 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 make for easier match-making, and inbound interest.

Confidential parts stay with our core internal team. If we see interest, we can officially bring on as a mandate. Here is an overview deck for raising capital via our broker-dealer, 361.pub/overview2.  

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.

EVENTS. Meanwhile, consider joining our events to meet investors. If you become an investment banking client, you can possibly pitch at our Allocator Session segments of the conferences and schedule 1:1 meetings.

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 below.

CALENDAR

Dec. 24 & 31: 11AM Briefings - 361firm.com/subs

Jan. 14: 12PM Zoom Deal Pitches, Breakouts, 361.pub/pcisessions

Jan. 21: 250th Briefing from 50+ cities incl. Davos. 361firm.com/250

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

Jan. 27: Miami 9AM Allocator Session*, 361.pub/pcisessions

Feb. 25: 9AM Hybrid Allocator Session, 361.pub/pcisessions

Feb. 25: NY Tech Summit, 361firm.com/feb25

April 28-29: Riyadh “World With Purpose 2”, reg. 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 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

Oct. 23: 8th New York Philanthropy & Impact Investing Summit

Nov. 19-20: Flagship Conference - New York

for QPs approved via our Diagnostic. *if interested, email msanor@361firm.com

4/28-30: Riyadh, Abu Dhabi & Dubai

For 361Firm’s 2025 GCC Tour, we are excited to have support at the Saudi ministerial level; as that took time, we moved the World With Purpose Summit 2 in Riyadh to April 28-29 and April 30-May 1 for 361 Roundtables in Abu Dhabi and Dubai. You can see the current World with Purpose Overview Deck and register interest at 361firm.com/gcc25. You can also join our “GCC Tour Prep Calls” on Thursdays at 10-10:30 AM ET.

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, to 361Core platform (co-creating funds, SPVs)

(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 Briefings, Meetups, Digest, Recordings, Podcasts

> Onboard as an 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 Strategic Advisor to offer talent or as 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 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 the global collaborative culture of Andersen where Mark was a partner. Being global enables us to understand investment landscapes but also to collaborate cross-border.