NEW YORK CONFERENCE

Save the Date. 361firm's 5th Global Conference in New York on Nov. 30 and Dec. 1 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.

Three Hotel Room Block Options. You can now book rooms while they last. The cutoff date is Oct. 30, and guest cancellation is 7 days prior to arrival.

1. Dream (210 West 55th St.): Book room. Enter “361Firm” in 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.”

> Best poem: Jack Wyant in Zurich, stanzas on Simon Vine

> Next event: New York Conference Nov. 30-Dec. 1 (www.361firm.com/global2022)

TODAY'S 11AM BRIEFING

will cover 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: covers paradigm shifts (monetary tightening QE to QT, to renewables, deflation, slower growth or recession, to global fragmentation) and key market opportunities:
- Uneven slowdowns
- Valuation resets across assets
- Markets weak till inflation & interest rate peaks
- Secular themes: electrification, digitalization, defense, key commodities and special situations

Register

9/20 BRIEFING FROM GERMANY

covered interest rates, inflation, recession, energy risks

Podcast

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CALENDAR OF EVENTS

Nov 14 - 16 - Singapore Roundtables during SALT - register interest at 361firm.com/sing22
Nov. 30 - Dec. 1 - 5th annual New York Global Conference - 361firm.com/global2022, invite others via our Linkedin Event
Dec 13-14 - West Coast Conference - indicate interest at 361firm.com/west22
Jan. 28-30, 2023 - 6th Florida Tour: Naples Conference & Pickleball + Miami Roundtable - indicate interest at 361firm.com/fl23

ABOUT 360 ONE FIRM (361FIRM)

361Firm’s global community has grown to 6K+ participants from 35+ countries: Family Offices (2K+), Institutional Investors, Fund Managers, and CXOs. We collaborate on investments and philanthropic interests via interactive conferences and roundtables in 60+ cities and 20+ countries since 2015, plus Weekly Briefings, daily Meetups and our App.