Tue. World Markets, Geopolitics Lunch; 100+ in London 9/12: Digest 9/9/24

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361 Community, here is this week’s 361Firm Digest:

LAST WEEK: “What Matters?” (video); "Hospitality Tech" (video); “Climate Tech" (video)

TUE: 9:30am Prep Call for London 9/12 Conf. (sign up); 10:30 Town Hall; 11 Briefing “Direction of Travel Clear, Speed Less So”; 11:30 “Geopolitics” Lunch Deep Dive via Zoom and at ARS (529 5th Ave), register

WED: 10:30am Global Meetup, register; 6pm UK London Ping Pong Reception for registrants

THU: 6th London Conference The May Fair Hotel , register

PREP CALLS: Sept. 17 10:30am for NY Oct. 12; Sept. 18 9:30am for Florida Jan. 24-27 and 10am for Chicago Oct. 17-18; Sept. 19 at 10am ET for KSA/UAE Feb. 4-7 - sign up for Prep Calls

NEW DEALS: QPs access 361’s Pipeline after submitting or updating Diagnostic. Upload deals at 361firm.com/onboard, which can be added to the No Name Pipeline.

LONDON 9/12 @MAY FAIR

Here are updates on our 6th London Conference on Sept 12 at The May Fair Hotel, with ~100 family offices, institutional investors, and industry innovators. Starts with 10am session for only family office Principals, CIOs and institutional (PCI) investors. At 1:30, the conference opens with Panels on regions, assets, industries, plus philanthropy and NGens with 15+ Breakouts, e.g., AI, Digital Assets, Deep Tech, Health Tech, Energy, and Industrials. Program Deck | RSVPs | Preview Video | Register at www.361firm.com/lnsept. Complimentary for allocators approved via our Diagnostic - schedule meetings with participating funds or companies.

SEPT. 10: Last Prep Call on Sept 10 at 9:30am ET

SEPT. 11: 6pm UK - London Ping Pong Reception at Bounce Battersea

SEPT. 12: 10am Allocator Session; 1:30pm - Conference, Panels, Breakouts, Reception

The magic happens in the “360” Breakout Roundtables, which in London include those shown. To help shape the final event, including the Breakouts and the Co-Leaders, click here to join the final “Prep Call” on Sept. 10 at 9:30 am (14:30 UK).

9/10 BRIEFING & “GEOPOLITICS” DEEP DIVE

On Tuesday, Sept. 10 at 11:30 am (right after our 11 am Briefing) we host our third event in the Tech Deep Dive series, this time on “Geopolitics and Dual Use Tech.” It is hybrid, via Zoom, and at ARS 529 5th Ave. Register at www.361firm.com/subs.

LAST WEEK: TRAVEL, CLIMATE, BRIEFING

Travelocity founder Terrell Jones moderated a Deep Dive on "Hospitality Tech" with a kickoff presentation on how forces are disrupting including how AI enhances user interfaces, enabling richer input through chat, voice, gesture, and wearables. Examples included AI-driven hotel recommendations, review summaries, and price predictions. Additionally, we touched on the integration of AI in hotel operations, with mobile check-in and concierge services. Kevin Bidner introduced HCN's tablet-based system aimed at revolutionizing hotel guest experiences by integrating local marketplaces and AI-driven concierge services. Alec Redelman chimed in with how QStay is transforming the Short-Term Rental market to new heights. See video, podcast.

The "Climate Tech" Lunch Deep Dive featured diverse perspectives on climate tech investments. Key points included the urgency of addressing climate threats, the potential for profit in climate solutions, and the importance of collaboration. We also discussed various investment strategies, such as litigation finance, clean tech transitions, and the role of AI in climate tech. The meeting emphasized the need for sustainable, scalable solutions and the importance of overcoming geopolitical and regulatory challenges. See video, podcast

In our Briefing last week we focused on the current market volatility, noting a 1% drop in NASDAQ and a 2% drop in the S&P 500, with a bullish narrative driven by anticipated Fed rate cuts of 150-200 basis points. Earnings are up 10% year-to-date, with an estimated $1 trillion in US buybacks and strong AI growth. Concerns include consumer resilience, fiscal excesses, and populist proposals. The German elections highlighted the rise of far-right and left-wing parties, reflecting voter frustrations with incumbents. The US economy is seen as the best opportunity for equities, with strong corporate earnings and a robust GDP. Emerging markets are expected to benefit from US rate cuts and a weakening dollar, though selectivity is crucial due to political and economic risks. See video, podcast. Subscribe to content at 361firm.com/subs

UPDATED PIPELINE ACCESS FOR ALLOCATORS

Allocators can now access deal decks (excerpt below) by attesting to QP status via our Diagnostic. We can then grant access to the 361 Mandate Pipeline, which you can search and sort by asset class, stage, size, industry, geography, and key words. You can use the Scheduling Link to arrange meetings with them, either online or at conferences in London Sept. 12 or New York Oct. 10. 

CALENDAR

Sept. 10 11:30am: “Dual Use / Geopolitics” Lunch Deep Dive at ARS (529 5th Ave) & Zoom - register

Sept. 12*: London Hybrid Allocator Lunch at The May Fair Hotel & Zoom before Conference

Sept. 12: 6th London Conference at The May Fair Hotel - www.361firm.com/lnsept

Oct. 10*: New York Hybrid Allocator Lunch at Polsinelli & Zoom before NY Conference

Oct. 10: 9th NY Conference, 361firm.com/nyoct

Oct. 17: Chicago Conference, 361firm.com/chi24

Oct. 30: Raleigh Eclipse IP Conference, 361.pub/eclipse24

Nov. 20: Cambridge Roundtables; Nov. 21-22 London ATOM II at Science Museum + 361 Roundtables - register interest at 361firm.com/lonatom

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

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

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

Feb. 4-8: GCC Tour. Feb 4-5: Riyadh “World With Purpose” Summit 2 + 361 Roundtables & Feb. 6-8 361 Roundtables in Abu Dhabi and Dubai - register interest at 361firm.com/gcc25

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

OCT. 10: NEW YORK @POLSINELLI

361Firm hosts its 9th New York Conference on Oct. 10 2024 at Polsinelli (600 3rd Ave.). You can see the agenda and register now at 361firm.com/nyoct. Active Allocators can join as our guests (see guidelines) or you can register as a delegate (the fee increases by $200 each week until Oct. 1). Our New York events started in 2016 but the conference first started in 2018 (see summary). Also, here are highlights from 361Firm's March 2024 Conference.

OCT 17: 4th CHICAGO CONFERENCE

You can register now for our 4th Chicago Conference on Oct. 17 at 361firm.com/chi24 and join the “Prep Calls” on Wednesdays at 10am ET (9am CT). Note the fee increases by $100 every Wednesday too.

On Oct. 18-20 we join again the "60M Congress" focused on opportunities in and with Poland and Eastern Europe - you can register for it separately at https://60mln.pl/en/, and we can provide a discount code.

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 (next prep call is on Sept. 19).

RECENT DEAL SUBMISSIONS VIA www.361firm.com/onb

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.

ALLOCATOR SESSIONS & 361CORE

Family office Principals, CIOs & Institutional (PCI) investors who are approved “Active Allocators” may join these sessions after confirming "Qualified Investor" status via this Allocator Form. Allocators with $10M+ to invest in ALTs in the next 12 months qualify for 361Core, enabling members to share, vet and co-invest in unique deals - see 361firm.com/core.

About 361Firm

361Firm's global community is now 8K+ strong across SFOs, institutional investors, funds, and CXOs. Founded in 2015 after my 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. 360 stems from hosting roundtables since 2005 on moving to New York. "One Firm" comes from the global collaborative culture of Arthur Andersen.

361 primarily collaborates in four areas:

(1) Investments (361Core* members, PCI Allocator Sessions, fund formations);

(2) Raising Capital for funds and companies by our Broker-Dealer platform;

(3) Connecting Partners/Talent (including our CIO Council); and

(4) Optimizing Philanthropy, linking to Impact Investing

We’ve hosted events in 90+ cities and 20+ countries, since 2016 via Zoom with Tuesday 11AM Briefings, Deep Dives and 10:30AM Meetups.

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