2022 Reset, Diverse Allocation, Midwest Tours: 361Firm Digest 2/14/22

Weekly Digest 2/14/22

LAST WEEK <> NEW EVENTS <> MEMBERS <> POSTS <> DEALS/FUNDS <> PHILANTHROPIES

Dear 361Firm Community, happy Monday! While our Digest subscriptions rose to over 4,000, this week today we also publish our first LinkedIn version (here). Please know that we welcome your input each week (via App posts, spotlight videos, or just email us). If received by Friday, we can include it in the Weekend Draft Edition (to receive that on Saturdays, click here). Thanks, Mark

LAST WEEK: Tuesday Briefing on “From the Fed to Fundamentals?” - recording, podcast. Thursday’s “Public and Private Tech Investment Strategies” - recording, podcast.

NEXT UP: Feb. 15 11am Briefing (Register), followed by 11:30am “Future of Work, 2022 Reset” led by Gary Bolles (to register, join the FoW Group); Feb. 28 11am: “Diverse Allocation” recognizing Black History Month with a range of allocators, funds and founders (to register, join the Inclusion Group); and 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)

MAJOR 2022 EVENTS

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)

May 1-5 OMAHA, CHICAGO & ANN ARBOR: register interest at 361firm.com/chicago2022

June 2-7 OHIO ‘RED CARPET” TOUR #5 (see agenda below, register interest at 361firm.com/ohio2022, invite others via our Ohio LinkedIn event)

Oct. 21-25 5th GLOBAL NEW YORK CONFERENCE + “361 Olympiad” (e.g. Pickleball, Ping Pong, Corn Hole, other sports/games) - register at 361firm.com/global2022, invite others via the NYC Linkedin event)

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 with view of Cincinnati skyline
June 3 (Friday): Cincinnati
09:00am Tour of Cincinnati led by Jack Wyant + Pickleball Instruction and Practice
12:00pm Lunch at Queen City Club (QCC)
02:00pm Panels, RTs at Cintrifuse, VC hub
06:00pm Tour of Great American Ballpark, Reds vs. Nationals

June 4 (Saturday): Cincinnati > Columbus
08:00am Breakfast
09:00am Bus(es) leave for Columbus hotel, some to Denison
01:30pm Soccer at Denison: 361Firm vs. Denison Varsity Soccer Alumni 04:30pm Buses leave for Columbus, some stay at Denison for Reunion
06:00pm Various evening activities in Columbus

June 5 (Sunday): Columbus - Memorial Tournament Final Round
09:00am Pickleball Tournament & Mixer at Denison University
12:00pm Buses leave for Columbus hotel
01:00pm Buses to Memorial Tournament Final Round, 18th hole
09:00pm Reception at AC Columbus Hotel rooftop (same as last year)

June 6 (Monday): Columbus - Conference
07:30am - 2nd annual 5K Run/Walk led by Denise Brouder
09:00am - Keynotes, Panels at Annunciation Center (same as last year)
04:00pm - Breakouts and Reception
06:30pm - Dinner at Jeff Ruby's

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

On Tuesday (Feb. 15), Gary Bolles follows our 97th 11AM Briefing to present the “Great Reset” for work in 2022 and beyond. Here is the presentation. Below are links to past FoW events 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

LAST TUESDAY’S BRIEFING ON TRANSITION FROM THE FED TO FUNDAMENTALS

Here is the full recording and podcast from last Tuesday’s Briefing #96 that shows key considerations for investors (variants, vaccines, adjustments to monetary and fiscal policy, inflation), brief background on the Federal Reserve and employment change by industry (12-months net change) by Stephen R. Burke of ARS Investment Partners, LLC. You can see all Briefing recordings at https://361firm.com/briefings and register to join them at https://lnkd.in/eswCSz5

Here’s the Full Version of Public and Private Tech Investment Strategies (Feb. 10, 2022) - recording, podcast. Short version of the recording with Nitin Sacheti’s part only and podcast.

FEB. 10 TECH INVESTMENT ROUNDTABLE

CALENDAR

Feb. 15 11:30AM - Future of Work Update led by Gary Bolles - see his presentation on the “Great Reset” in 2022 via this post: https://www.361firm.app/posts/13594502
Feb 28 11AM - Diverse Allocation per Black History Month: to register, join the Inclusion Group
March 1 11:30AM Future of Travel (and TravelTech): to register, join the Future of Travel Group
March 3 12PM Lunch at L’Adresse: email Inessa to ask to join
March 8 - 100th Briefing via Zoom (Register) & ARS (500 5th) + lunch: email Inessa to ask to join
March 8 9-11AM - PCI Session (family office Principals, CIOs and Institutional Investors)
May 1-5 OMAHA, CHICAGO & ANN ARBOR: register interest at 361firm.com/chicago2022
June 2-7 Ohio Tour #5 - see Agenda and register interest at 361firm.com/ohio2022, L-In 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 Conference in New York + “361 Olympiad” Mixer (Pickleball, Golf, Ping Pong, Corn Hole, Backgammon, other games/sports): register at 361firm.com/global2022, 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.)

2022 PREDICTIONS

NEW SELECTED APP MEMBERS

NEW SELECTED APP POSTS

EXCERPT OF PIPELINE OF DEALS/FUNDS

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.

Upon onboarding a deal or fund via 361firm.com/onb, our team first reviews them to make sure the submission is on a “no-name basis” and then adds to the Shared Deal Pipeline. If we believe that a fund or deal could potentially be compelling, we discuss terms by which might act as a placement agent in association with our broker-dealer Stonehaven. If we agree on basic terms in a MOU, we then engage in due diligence. 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.

Immediately below are headlines of current mandates on our Broker-Dealer.

Below is an excerpt from our no-name Shared Deal Pipeline of funds/deals added last week.

If you have any interest in specific deals described below, email me at msanor@361firm.com.

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. 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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