100, Ukraine Changes Allocation, Travel, Diversity - 3/7/22 Digest

Weekly Digest 3/7/22

LinkedIn Newsletter Version

🌑 EVENTS 🌑 MEMBERS 🌑 POSTS 🌑 DEALS/FUNDS 🌑 PHILANTHROPY / IMPACT 🌑

LAST WEEK: Briefing “War Implications" & Ukraine Discussion - recording, podcast

MON: 11:30am “Future of Travel” (to register, join the Travel Group)

TUES: 8:15am Asset Allocation, 9am PCI Session (request to join PCI Group), 10:30am FoW #6 by Gary Bolles (register), 11am Briefing #100 via Zoom (register) and ARS with Lunch (email Inessa to request to join)

WED: 11am: “Diverse Allocation” with allocators, funds & founders (to register, join the Inclusion Group).

THURS: 10:30am Philanthropy/Impact Meetup on Ukraine, mapping project, Chicago Impact Summit, plus others on the Calendar and on Deck.

This Tuesday’s Briefing March 8 will be our 100th led by Stephen Burke, who has made us all smarter on key topics (see Highlight Video). To honor him, we are putting together a Tribute Video Montage by the community sharing their “thanks” and what they like about the Briefings and him. Here’s a link to the Tribute Montage for 52 Weeks. Similarly, we ask you to record a quick video (30-90 seconds) using your phone or Zoom. You can upload it via (1) our App (really easy per above picture see Mark’s Screen Share Tutorial), (2) our Google Folder or (3) attachment to inessa@361firm.com. We’ll combine and share with Stephen and the community March 8 and across our social media (YouTube, Podcasts, LinkedIn). Please submit by 6PM today so we can include it in our Monday AM Digest. Here are some examples sent this morning by Denise Brouder (below), Leslie McCarthy, Brittini Flatley and just now by Loren Taylor. Keep them coming!

Above is the Video Montage of 361Firm’s Tuesday Briefings since March 21, 2020 led by Stephen Burke of ARS. On March 8 we will once again shed light on macro themes, hosting both via Zoom (Register) and at ARS offices (500 5th Ave.) followed by lunch (space is limited, to request to join in-person, email inessa@361firm.com).

LAST TUESDAY’S BRIEFING #99 ON WAR IMPLICATIONS & UKRAINE CRISIS

Above is the recording of last Tuesday’s Briefing #99 led by Stephen R. Burke + Ukraine Crisis "Deep Dive" https://lnkd.in/dY4h9Jay (podcast: https://lnkd.in/ddsqaeAp) with Vladimir Ashurkov, J. P. Nutkin, DJ Peterson and moderator Adam A. Blanco. It included perspectives of Tatiana Zheltomirska who joined from Ukraine shared insights including on cyber attacks (thanks Mirjana Prokic). See all Briefings at 361firm.com/briefings and register for them at www.361firm.app/groups/tuesday-briefings

UPCOMING EVENTS

Where is the Travel industry heading post-Covid given tech and social trends? Travelocity Founder Terrell Jones covers post-Covid trends like Experiential, Outdoor vs Cities, Workcations, Bubble travel, Bucket list, Multi-Gen, Honeymoons, Sustainability + Tech as a change agent, e.g. Mobility, AR/VR, IOT, Robotics, Drones, Voice Input, and AI. Rene Benedetto sees many segments via a $6B+ fund investing only in travel, billions during Covid. Others will share perspectives of tech providers (Amgine CEO Michael Carr), the TMCs (Will Pinnell of BCD Travel), and that of American Express Global Business Travel (Product & Strategy EVP Evan Konwiser). To register, join our Travel Group. Invite your LinkedIn connections via our Travel L-In event.

The video above by Michael Carr (Amgine CEO) shares what to expect in the “Future of Travel” event.

March 8 is important. Not only is it International Women’s Day, we also host 5 events in one: (1) 8:15am ET Asset Allocation Session, (2) 9am PCI Session, (3) 10:30am Future of Work Update by Gary Bolles, (4) 11am 100th Tuesday Briefing and (5) 12pm Lunch, all via Zoom or in-person at ARS offices (500 5th Ave., 14th fl). To request to join PCI &/or in-person, email msanor@361firm.com.

Our "Diverse Allocation" Deep Dive Discussion will be on March 9 at 11am ET to further 360 One Firm (361Firm)’s commitment to Inclusion and belief that the best decisions and investments are made when all perspectives are at the 360 Roundtable. To register, join the Inclusion Group. Invite your LinkedIn connections via our Diversity L-In event. Speakers include: Cedric H. Watkins, Jacob Lebo, Sherman Williams II, Gerald Beechum, Karen LeVert, Vijay Mehta, Benjamin Lefever, Barry M. Adams, Nicole Bishop, Cyrus Walker, CCFE, Leonard Stokes.

IMPACT AT 361FIRM

Since 2018, 361Firm has hosted impact events to evolve our community’s learning and commitments to improving the world, featuring speakers such as Valerie Rockefeller, Eric Lindberg, Kim Kolt, Mitzi Perdue and dozens of others. See our new Impact webpage at https://361firm.com/impact to see all past impact-related events we hosted, as well as impact-oriented funds and deals. Also, on May 3/4 we host our 5th Impact Summit (register at www.361firm.com/chicago2022)

ONBOARDING: SIX OPTIONS

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.

[ADDING 10 NEW DEALS IN PIPELINE]

4) Events. We encourage our community to onboard events (your suggestions for 361 or one you are hosting, attending or think worthy of note) via https://361firm.com/onbe. It will immediately appear on the Shared 361 Community Event Sheet. You can also post them on our 361Firm.App.

5) Philanthropies. We collaborate not only on investments (including impact) but also as to charitable causes, U.N. SDGs and values. We are taking inventory of all the Philanthropies in which our community is engaged via https://361firm.com/onbp. Onboard yours so our 361 community can interconnect to help. Here is the Shared Philanthropies Sheet.

6) Philanthropic Interests. To interconnect our community on such interests, onboard yours at https://361firm.com/philanthropy. See all such interests in our Shared Philanthropic Interests Sheet.

361FIRM CALENDAR

March 7 11:00AM-12:30PM Future of Travel: to register, join Travel Group | L-In | Deck
March 8 8:15AM private Asset Allocation Session, 9AM - PCI Session (FO Principals/CIOs and Institutional Investors), 10:30AM Future of Work Update by Gary Bolles, 11AM 100th Tuesday Briefing and (5) 12pm Lunch (email Inessa to join in person)
March 9 11AM - Diverse Allocation Deep Dive: to register, join Inclusion Group | Deck | L-in
March 15 11:30AM - Real Estate Growth Markets “Deep Dive” - Register
March 16 11AM - Future of Workplace Operations
March 22 11:30AM - Intellectual Property/M&A “Deep Dive” - Register
April 26 11:30AM - Private Credit Deep Dive #2 co-hosted by Ilya Gertsberg” - Deck
May 1-5 Omaha, Iowa, Chicago, Ann Arbor: Midwest Tour 5 Pt 1: Reg. 361firm.com/chicago2022
May 1 8am Omaha 361 Breakfast Roundtable after Berkshire Hathaway meeting - Omaha L-In Event
May 1 1pm Des Moines Roundtable - Iowa L-In Event
May 1 7pm Augustana College Dinner with Panel on prisoner ed programs
May 2 Joliet Autobahn Car Racing (yes, car racing)
May 3/4 Chicago Conference & Impact Summit - Chicago LinkedIn Event
May 5 U-Michigan Tour, Tech Transfer + VC Panels and Showcases
June 3-7 Ohio Tour #5: Midwest Tour 5, Pt 2 - register at 361firm.com/ohio2022, Ohio L-In event
June 3 Cincinnati
June 4 Columbus, Granville (361 Community vs. Denison Alumni Men/Women Co-ed Soccer Game)
June 5 Granville (Pickleball Mixer), Dublin (Memorial Tournament)
June 6 Columbus Global Conference at Annunciation, Reception, Dinner at Jeff Ruby’s Steakhouse
June 7 Cleveland
July 20-21 Newport, RI - details to follow
July 27-29 Seattle, San Francisco, Palo Alto, LA - details to follow 361firm.com/westcoast2022
London Sept. 20-21: indicate interest at 361firm.com/london2022)
Monaco Sept. 22-23: indicate interest at 361firm.com/monaco2022)
Oct. 21-25 5th New York Global Conference + Olympiad - 361firm.com/global2022, L-In 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.)

5TH OHIO “RED CARPET” TOUR: JUNE 2-7

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)

June 4 (Saturday): Columbus (Soccer: 361 Community vs. Denison Varsity Soccer Alumni, Dinners)
June 5 (Sunday): Columbus (Pickleball Tournament, Memorial Tournament Final Round, Reception)

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)

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

June 8 (Wednesday) - Optional Tours
> NFL Football Hall of Fame in Canton, Ohio
> Cleveland Museum of Art in University Circle

NEW SELECTED APP MEMBERS

NEW SELECTED APP POSTS

ABOUT 360 ONE FIRM (361FIRM)

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.

361Firm Weekly Digest Archives: Feb. 28 (LinkedIn Version), Feb. 21 (LinkedIn Version), Feb. 14 (LinkedIn Version), 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, M ar. 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.

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