Onboarding, Fed, Diversity & More: 361Firm Weekly Digest 2/21/22͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
LAST WEEK <> NEW EVENTS <> MEMBERS <> POSTS <> DEALS/FUNDS <> PHILANTHROPIES
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Dear 361 Community, I welcome your feedback and input for next week. See Linkedin Version here. LAST WEEK: Tuesday Briefing on “Russia, Ukraine and the Rest of the World” - recording, podcast. “Future of Work, 2022 Reset” led by Gary Bolles - recording, podcast. NEXT UP: Feb. 22 11am Briefing “Where Does the Fed Go from Here?” (Register); March 1 11:30am Future of Travel and TravelTech (to register, join the Future of Travel Group). March 3 Lunch at L’Adresse Bryant Park (email Inessa to ask to join), March 9* 11am: “Diverse Allocation” with a range of allocators and black-led funds and founders (to register, join the Inclusion Group). *changed from Feb. 28
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Feb. 22 11 AM ET Briefing #98 by Stephen Burke: “Where Does the Fed Go From Here?”
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On Feb. 22 at 11am we host our 98th Tuesday Briefing on “Where Does the Fed Go from Here?” which will cover key people at the Fed and forecasts. Register here.
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Recording of Feb. 15 FoW “Reset” - Gary Bolles
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The Future of Work (“Great Reset”) Deep Dive led by Gary A. Bolles (recording, podcast) showcased the dynamics in “the Great Gap” (on supply/demand on labor). His presentation covered the Great Upgrade, FIRE (financial independence/retire early), Life-Work balance, Anti-Work, Remote Work). Gary will be back March 8 (10:30am) with his “Solutions” deck. Below are links to FoW recordings: Future of Work Panel - 4th Global Conference (Nov. 16-17, 2021): recording, podcast Future of Work Panel - Columbus (Sept. 27, 2021): recording, podcast Future of Work Part 4 - Gig Economy (June 22, 2021): highlights, full recording, podcast Future of Work Part 3 - Future is Female (May 11, 2021): highlights, recording, podcast, article Future of Work Part 2 (Dec. 3, 2020): highlights, full recording, podcast Future of Work Part 1 (Aug. 18, 2020): full recording, podcast
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Recording of Feb. 15 Briefing on Russia, Ukraine
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Onboarding Update: Two New Options
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Our Onboarding webpage (361firm.com/onboard) links you to onboard (1) our App, (2) as a Strategic Advisor or Partner, (3) a Deal or Fund, (4) an Event (5) a Philanthropy and (6) Philanthropic Interests. 1) Our App is accessible via Web (https:www.361Firm.App), iOS and Google/Android App stores. 2) Strategic Advisors. People and Partners are often the key to finding, vetting or leading opportunities. I saw that in our family office and more so daily with 361. You can Onboard Yourself as a Strategic Advisor and search our Shared Sheet of 361Firm Strategic Advisors & Partners (and this Slide Deck of Advisors). 3) Deals/Funds. Below is an excerpt from our no-name Shared Deal Pipeline of recently onboarded funds/deals. Upon onboarding a deal or fund via , our team reviews them but the Shared Pipeline often leads to “inbound” inquiries from the community which focuses us even more on certain entries. If we think a fund/deal might be compelling, we set up a Zoom to learn more and might discuss how we might act as a placement agent. We can send an MOU of basic terms. If agreed, we engage in due diligence in association with our broker-dealer Stonehaven. If we enter into a Mandate Agreement, we then can show it to suitable investors and can make use of our extensive network and 100+ bankers. Here is a deck on 361Firm acting as a placement agent: www.bit.ly/361_ibanking.
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361Firm Calendar of Events
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March 1 11:30AM Future of Travel(Tech): to register, join the Future of Travel Group | L-In | Deck March 3 12PM Lunch at L’Adresse - (email Inessa to request to join) March 8 9-11AM - PCI Session (family office Principals, CIOs and Institutional Investors) March 8 100th TUESDAY BRIEFING by Stephen Burke of ARS, via Zoom (Register) and at ARS offices (500 5th Ave) & Zoom, plus lunch (email Inessa to request to join in person) March 9 11AM - “Diverse Allocation” - to register, join the Inclusion Group | Deck |L-in March 15 11:30AM - Real Estate Growth Markets “Deep Dive” - Register March 22 11:30AM - Intellectual Property/M&A “Deep Dive” - Register April 26 11:30am Private Credit LP/GP Strategies Conference #2. To register, join the Credit Group May 1-5 OMAHA, CHICAGO & ANN ARBOR: register interest at 361firm.com/chicago2022 April 30 - Omaha - attend Berkshire Hathaway’s annual meeting; 361 hosts evening reception TBD May 1 - 8am Omaha 361 Breakfast Roundtable after Berkshire Hathaway annual meeting. May 1 - 1pm Des Moines Roundtable May 1 - 7pm Augustana College Dinner with Panel on prisoner ed programs May 2 - 12-5pm Joliet Autobahn Racing May 3 - 9am-2pm Chicago South Side Tour, “Showcase” with VCs & Founders at Univ. of Chicago May 3 3-7pm - Chicago Conference & Reception at Winston & Strawn, followed by SPIN (Ping Pong) May 4 8am-2pm - Impact Summit at at Winston & Strawn May 4 - 7pm - Ann Arbor Reception May 5 - 10am to 4pm - U-Michigan Tour, Tech Transfer & VC Panels and Showcases June 2-7 OHIO ‘RED CARPET” TOUR #5 (see agenda and register interest at 361firm.com/ohio2022, invite others via our Ohio LinkedIn event) London Conference Sept. 20-21: indicate interest at https://361firm.com/london2022) Monaco Conference Sept. 22-23: indicate interest at https://361firm.com/monaco2022) Oct. 21-25 5th GLOBAL NEW YORK CONFERENCE + “361 Olympiad” (e.g. Pickleball, Ping Pong, Golf, other sports/games) - register at 361firm.com/global2022, invite others via the Linkedin event)
WEEKLY MEETINGS (all times EST) Tuesday 10:30am Town Hall Meeting (Add to Cal.) 11am Briefing (Register) Wednesday 10:30am Group/Event Meetups (Register) Thursday 10:30am Philanthropy/Impact Meetups (Reg.)
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MARCH 9 11:30 AM ET: “DIVERSE ALLOCATION“
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As part of Black History Month, we are hosting an event focused on the business care for diversity and showcase a diverse group of allocators, founders and entrepreneurs. To register, join the Inclusion Group at: www.361firm.app/groups/inclusion-group-. Invite others via LinkedIn event
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5TH OHIO “RED CARPET” TOUR: JUNE 2-7
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While we have known Ohio is special from the last four Tours (see 2021 Midwest Tour video recordings), Intel's $100 Billion semiconductor chip facility has put Columbus on the map for investors. Cincinnati and Cleveland are also experiencing renaissances. Join us in June to connect to this vibrant part of 361's ecosystem in Roundtables and fun venues and events. Below is the preliminary schedule. Register interest in the form below. Note on June 1 you can still join the Pro-Am before the Memorial Tournament in Columbus. June 2 (Thursday): Cincinnati: (5pm Metropolitan Club Rooftop Reception, view of Cincinnati Skyline) June 3 (Friday): Cincinnati (Tour, Pickleball, Conference, Reds Game)
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June 4 (Saturday): Columbus (Soccer: 361 Community vs. Denison Varsity Soccer Alumni, Dinners) June 5 (Sunday): Columbus (Pickleball Tournament, Memorial Tournament Final Round, Reception)
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June 6 (Monday): Columbus - Conference 07:30am - 2nd annual 5K Run/Walk led by Denise Brouder 09:00am - Keynotes, Panels at Annunciation Conference Center (555 N. High St.) 04:00pm - Breakouts and Reception at Denison Edge (300 Marconi Blvd.) 06:30pm - Dinner at Jeff Ruby's Steakhouse (89 E Nationwide Blvd., same as last year)
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June 7 (Tuesday): Columbus > Cleveland 08:00am Breakfast and 1:1 Meetings 10:00am Bus(es) leave for Cleveland, one to Nottingham Spirk Tour 01:00pm Cleveland Conference, Tour Rock & Roll Hall of Fame 05:00pm Reception
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June 8 (Wednesday) - Optional Tours > NFL Football Hall of Fame in Canton, Ohio > Cleveland Museum of Art in University Circle
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OTHER EVENTS UNDER DISCUSSION. JOIN WED. 10:30AM MEETUPS TO HELP MOBILIZE Education 3.0 (Amit Burman, Tom Gatto, Don Burton) Mental Wellbeing - Part 1 on Food/Nutrition/Brain Health (Leslie McCarthy, Ann Thomas) Future of European Venture AgTech Ukraine / Kazakhstan UAE / Gulf Future of Marketing - Larry Weber Tech Platforms for Family Offices & Fund Managers - Ann Thomas, Aaron Hatton Tax Reform Update - Olga Loy, BMO CIO, Andersen Tax Virus Update #7 with Treatment - Bill Deuchler, Vlad Therapeutics (virus) - Chris Hopkins Advanced Manufacturing / Industrials - Space / Frontier Tech - Co-Hosts: Esther Dyson) Virginia, DC, Baltimore & Philly Roundtables SPAC Deep Dive #3 - Simon Vine Health-Tech: Eddy van der Paardt Gulf Deep Dive, Abbas Dahouk Peg Wyant Fireside Chat - via Zoom EV Deep Dive - Shiv Khemka, Brian Mennell + JobsOhio (Voltage Valley) Future of Real Estate - Steve Chun, Jay Soave PropTech - Co-Hosts: Jim Hawk, Ari Moses Emerging Markets - Co-Hosts: Greg Mariasch Series of Deep Dives on FinTech leading to Half-Day Summit during the Oct. 21-25 5th New York Global Conference: Blockchain, DeFi, Crypto, NFTs, Metaverse, e-Sports, Digital Sovereign Currencies (Bill Deuchler) and CyberTech
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EXCERPT OF PIPELINE OF DEALS/FUNDS
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In addition to onboarding as an investor or Strategic Advisor, we enable you to “Onboard” deals so that our banking team can review them as well as let the community see the no-name portion in order to provide “inbound” inquiries of interest to help us focus and sometimes to vet.
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ABOUT 360 ONE FIRM (361FIRM)
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At 361, we enable you to leverage an independent global ecosystem to collaborate through shared Interests and experiences such as Alumni Groups. Stay connected 24/7/365 with the 361 Firm Community by using the 361 Firm App. Visit 361Firm. App or search iOS & Google App stores for “361 Firm”. For best practices maximizing the 361 Firm App, please watch this video. Join our Tuesday & Wednesday Zoom coordination calls at 10:30am to engage more here.
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361Firm Weekly Digest Archives: Feb. 14 (see LinkedIn Newsletter), Feb. 7, Jan. 31, Jan. 22, Jan. 17, Jan. 10, Jan. 4, Dec. 27, Dec. 20, Dec.13, Dec. 6, Nov. 29, Nov. 22, Nov. 15, Nov. 8, Nov. 2, Oct. 26, Oct. 18, Oct. 12, Oct. 5, Sept. 27, Sept. 20, Sept.13, Sept.7, Aug.31, Aug.24, Aug.17, Aug.10, Aug.3, July 27, July 21, July 13, July 6, June 29, June 15, June 7, May 28, May 24, May 17, May 10, May 3, Apr. 23, Apr. 20, Apr. 9, Apr. 5, Mar. 29, Mar. 22, Mar. 15, Mar. 8, Mar. 2, Feb. 22, Feb.15, Feb. 9, Feb. 1, Jan. 25, Jan. 18, Jan. 12, Jan. 5; 2020: Dec. 29, Dec. 21, Dec. 14, Dec. 7, Nov. 30, Nov. 24, Nov. 17, Nov. 9, Nov. 2, Oct. 26, Oct. 19, Oct. 13, Oct. 5, Sep. 28, and Sep. 21. Click www.361firm.com/sub to sign up for content, events or become more involved.
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