SALT Takeaway Events Mon/Tues 4pm - Weekly Digest: 9/13/21 $$PLAIN_TEXT_PREVIEW$$

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Weekly Digest: 9/13/21

LAST WEEK: Briefing #74 on “A Call for Congress to Take a Strategic Pause” (see full session, podcast)

TODAY: 4pm Zoom Coffee Chat on Best Takeaways of SALT Day 1 - on our Zoom.

TOMORROW: 11am Briefing #75 “Mixed Messages on the Economy and the Markets,” where Stephen Burke leads a discussion with Edward Yardeni on the “Roaring 2020s ”with a focus on Tax Update and Cybersecurity Investment Landscape. (register).

ALSO TOMORROW: Please join 361Firm and Nixon Peabody for a reception on Tuesday, Sept. 14, 4-7 pm ET, to discuss the "Best Takeaways" from SALT. Enjoy great wines and views from the 51st floor of the newly built 15 Hudson Yards, a 5-minute walk from the Javits Center, and en route to the Marquee for the Chainsmokers concert. Register at 361firm.com/salt21.

SEPT. 21 Cannabis Wellness and Education “Deep Dive“ at 11:30am ET (register)

REFERENCE LINKS: 361Firm Deck & Video, App, Deal Pipeline, Strategic Advisors, Philanthropies

SEVEN CALLS TO ACTION FOR SEPT. 23-29 MIDWEST TOUR. See below. Space is limited, so register interest at 361firm.com/midw. Join Coordination Calls by cities, assets and industries on our 361 Zoom. For reference: PDF Summary Agenda, Google Slide Full Agenda, Hotel Reference Sheet, and FAQ webpage

 
 

UPDATE AND LOGISTICS ON MIDWEST TOUR 

THE MIDWEST TOUR WILL INTERCONNECT 600+ FOR INVESTING, TALENT, PARTNERS & IMPACT

For this epic Midwest Tour (see Agenda and LinkedIn event), I share updates and action items, most importantly to register your interest (361firm.com/midw) as to cities and to access investments, capital, talent, partners as well as leverage philanthropic interests. We have 600+ family offices, institutional investors and CXO RSVPs.

1) Register Interest at 361Firm.com/midw. As more wish to join, we need to prioritize 361Firm members, investors and then earliest registrants. We will confirm within a few business days. Please know we can accommodate the most people (200+) in Columbus on Sept. 27-28.

2) Submit Your Spotlight Video. By tradition, we ask all participants to submit a Spotlight to introduce themselves, which city (cities) you will join, and insights you'll share. We post these at 361firm.com/spot, our LinkedIn page and 361Firm.App. You can upload your video to this Shared Folder or email it to inessa@361firm.com.

3) Book Your Hotels, Flights and Tour Bus Spot. Here is a link to our Hotel Sheet (bit.ly/23_hotels. We chartered a 60-seat bus that starts in Detroit on Sept. 24 at 3pm to take us to Ann Arbor, on Sept. 25 at 9:30am to Cincinnati, on Sept. 26 at 9:30 from Lytle Park Hotel to Columbus / Granville and on Sept. 28 at 12pm to and around Cleveland. If you don't have a bus seat, most routes are only a few hours away. FYI, I arrive in Chicago on Sept. 22 and stay at Residence Inn, fly early on Sept. 24 to Detroit and stay in Ann Arbor, then the Renaissance in Cincinnati Sept. 25, AC Downtown Columbus Sept. 26-27, and Cleveland's Key Tower Marriott Sept. 28.

I will arrive in Chicago on Sept. 22 and stay at the Residence Inn for two nights, then at Weber's in Ann Arbor Sept. 24/25, at the Renaissance in Cincinnati Sept. 25/26, at my childhood home in (Newark-Granville) while in Columbus (most at AC) and Key Tower Marriott in Cleveland Sept. 28/29.

4) Join Prep Calls. To coordinate with fellow panelists and participants, please join pre-tour Prep Calls on our Zoom per the schedule attached.

5) FAQ. See 361firm.com/midwfaq, which we will keep updating along with the webpage. If you still have questions, let us know.

 

9/21 CANNABIS WELLNESS AND EDUCATION

SPOTLIGHT VIDEO FROM JOSEPH CHAN FOR MIDWEST TOUR

Sept. 23 1-7pm: Chicago at Winston & Strawn. See LinkedIn event
Sept. 24 12-7pm: Detroit
at Dykema & Ann Arbor. See Michigan LinkedIn event
Sept. 25 12-9pm: Cincinnati
at Cintrifuse & Reds game. See Cincinnati LinkedIn event 
Sept. 26 2-7pm: Denison Best Ball Golf & Reception
on Inclusion
Sept. 26-28: Columbus
See Columbus Red Carpet LinkedIn event
Sept. 28: Cleveland
at Nottingham-Spirk. See Cleveland LinkedIn event
Sept. 29: Cleveland
Breakfast Roundtable (plans to add Canton’s Hall of Fame Village)

 

FAQ 4th Annual Midwest Tour Sept. 23-29

To see full list of questions, go to our FAQ Midwest Tour page at www.361firm.com/midwfaq

Q: Do I need to pay to attend Midwest Tour?

No fee to attend, but it’s invite-only, and we reserve the right to deny entry per our prioritization to speakers, family offices, other allocators, and earliest to register at www.361firm.com/midw

Q: What protocols do you have in place in RE to COVID-19 mandates?

We are mindful of CDC guidance and will follow all state/local/venue protocols as we move around the Midwest

Q: What deliverables do you need from panelists (i.e. bio, headshot, etc)?

We ask for registration on our App, which will provide all the necessary bio info. To the extent that panelists wish to use slides, we ask for those one week in advance emailed to inessa@361firm.com with a copy to me at msanor@361firm.com

 

NEW APP MEMBERS

 

SELECTED APP POSTS

 

CALENDAR OF EVENTS

  • Sept. 14: SALT Cocktails at 4-7pm at Hudson Yards - register at www.361firm.com/salt21

  • Sept. 14 11am: Briefing #75 with focus on Tax Update and Cybersecurity Investment Landscape

  • Sept. 14 11:20am-11:45am: Tax Update led by Winston & Strawn + BMO 

  • Sept. 14 11:45am-12:30pm: Cybersecurity Update & Case Studies 

  • Sept. 21 11:30am-1pm: Cannabis Wellness and Education “Deep Dive” - Register | Deck | L-in

  • Sept. 23-30 Midwest Tour - Register | Deck | LinkedIn Event Page

  • Sept. 23 2-7pm - Chicago Conference - LinkedIn Event Page

  • Sept. 24 12-7pm: Detroit (LG Gilchrist) & Ann Arbor (UM Tech Transfer) - LinkedIn Event Page

  • Sept. 25 12-9pm: Cincinnati Conference & Reds vs. White Sox - LinkedIn Event Page  

  • Sept. 26 2-7pm: Denison Best Ball Golf & Reception on Inclusion  

  • Sept. 27-28: Columbus Red Carpet Global Conference (LG Husted) - LinkedIn Event Page 

  • Sept. 28-29: Cleveland & Canton Conference - LinkedIn Event Page 

  • Oct. 5 9-10:30am: PCI Session led by 361's CIO Council - Invite Only

  • Oct. 13-14 : Buffalo Conference

  • Oct. 14-15 : Toronto Conference

  • Oct. 17-20: Milken Institute Global Conference

  • Oct. 26-27, 11am & 7am: Fall Global Impact & NextGen Summit - Reg. | Cal.| L-in

  • Nov. 15-19: 4th Annual Global Conference (hybrid, main event in New York) Reg. | L-In

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361Firm Weekly Digest Archives: 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.

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