Fed, Ed, Tech, Deal Pipeline, App, FoW, Impact, Ohio: 361Firm Digest 2/7/22

Weekly Digest 2/7/22

LAST WEEK: Briefing on Fed Policy/Markets (recording, podcast); Trucking Deep Dive (recording)

NEXT UP: Feb. 8 11am Briefing (Register), Feb. 9 11am Midwest Tour #5 Mobilization Call, Feb. 10 10am “Tech Investing Strategies” (to register, join the Tech Group) and at ARS (550 5th Ave.) followed by lunch (email Inessa to request to join in person); Feb. 15 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 Funds, Allocators & Thought Leaders (to register, join the Inclusion Group)

DEALS/FUNDS: Funds added include strategies for global growth equity, women-led tech growth, real estate bridge loans. New deals include dental tech, quantum cyber, ultrasonics to heal bones, food waste to fertilizer. See below and No Name Deal Pipeline

NEW APP MEMBERS: Lenny Stokes, Tanya Smith, Thomas Felix Baden, Steve Collins, Michael Lam - now close to 1,500. Via the 361Firm.App, send private messages to multiple users and access special content

REFERENCE: 361Firm Overview Deck & Video, 361Firm.App, Strategic Advisors, Philanthropies

THIS WEEK’S EVENTS & NEW DEALS

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

MAJOR 2022 EVENTS

March 8 100th Tuesday Briefing by Stephen Burke, via Zoom (Register) and at ARS offices (500 5th Ave) & Zoom, plus lunch (email Inessa to request to join in person)

May 4-5 Impact Summit in Chicago (register interest at 361firm.com/chicago2022)

June 3-7 Ohio Tour #5 (see agenda below and register interest at 361firm.com/ohio2022, LinkedIn event)

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)

5TH OHIO “RED CARPET” TOUR: JUNE 2-7

Below is the preliminary schedule (for reference, see 2021 Tour recordings). Note interest at 361firm.com/ohio2022 and we will keep you updated on the agenda and final registration. While the Tour officially starts June 3, on June 1 some may join the Pro-Am before the Memorial Tournament in Columbus and on June 2, we host a reception at the Metropolitan Club looking at the Cinci 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, Bus(es) leave for Columbus Details to follow for Saturday activities

June 5 (Sunday): Columbus - Memorial Tournament Final Round
12:00pm Memorial Tournament Final Round, VIP Tent + Reception at AC Columbus Hotel rooftop

June 6 (Monday): Columbus - Conference
7:30am - 2nd ann’l 5K Run led by Denise Brouder
9:00am - Conference at the Annunciation Center
6:00pm - dinner at Jeff Ruby's (same as 2021)

June 7 (Tuesday): Columbus > Cleveland
08:00am Breakfast and 1:1 Meetings
10:00am Bus(es) leave for Cleveland
01:00pm Cleveland Conference
05:00pm Reception at Rock & Roll Hall of Fame

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

BRIEFING ON FED POLICY

Here's is last Tuesday's Briefing (#95) on Fed Policy & the Markets https://youtu.be/k_P8d-1L9oE,(podcast: https://lnkd.in/g727dje2) that shows growth projections by region, sources of inflation in the US, Europe, Other Advanced Economies, China and Other Emerging and Developing Economies led 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

DEEP DIVE ON TRUCKING

Last Tuesday we hosted Trucking “Deep Dive” led by Debra Desiderat and moderated by Yvonne Berri. See recording and podcast from this event.

CALENDAR

Feb. 8 11AM Briefing (Register)
Feb. 10 10AM Tech Debate led by Nitin Sacheti of Papyrus (register by joining the Tech Group at 361firm.app/groups/tech-1), followed by Lunch (email inessa@361firm.com to request to join
Feb. 15 11:30AM - Future of Work Update led by Gary Bolles - click here for his presentation on the “Great Reset” in 2022 (register by joining the Future of Work Group)
Feb. 28 11am: “Diverse Allocation” recognizing Black History Month with education and opportunity presented by a Diverse set of Fund Managers, Allocators, CXOs & Thought Leaders (to register join the Inclusion Group).
March 8 9-11AM: PCI Session (family office Principals, CIOs and Institutional Investors)
March 8 11AM 100th Tuesday Briefing in a row led by Stephen Burke of ARS, including room for 25-30 “in person” at ARS offices (500 5th Avenue) followed by lunch at L’Adresse Bryant Park.
May 4-5 Impact Summit in Chicago Register interest at 361firm.com/chicago2022
June 3-7 Ohio Tour #5 - see Agenda, 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.)

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)

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