JUNE 21 11:30am Optimizing Venture "Deep Dive" (Register | Deck | LinkedIn Event)

See Preview Video above.

JUNE 28 11:30am-1pm: HealthTech & Life Sci Deep Dive - (Register | Deck | L-In Event)

JUNE 29 12-1:30pm: Israel’s Innovation Ecosystem - (Register | Deck | L-In Event)

We host a series of events focused on re-allocation strategies in the most complex financial market in modern times, along with our Asset Allocation Survey #9 (www.361firm.com/asset9), co-created with Bill Deuchler, CIO of the CNL SFO.

This kicks off June 30 with our lunch in New York and our Boston Conference at Nixon Peabody on July 21, which is preceded by our Newport Receptions / Roundtables.

• July 19: 6-9PM Newport Reception 

• July 20: 7-9AM Newport Breakfast Roundtable 

• July 20: 1PM Yacht to Boston (~5 hours vs. ~3 hours by car)

• July 21: 8AM-12PM Boston Conference at Nixon Peabody

To join us in Newport/Boston events, register interest at 361firm.com/newportboston22 and email me to join the June 30 lunch (also by Zoom).

Results are shared on a no-name basis as you can see from the Asset 8 Survey Excerpt.

To join us in Newport/Boston events, register interest at 361firm.com/newportboston22 and email me to join the June 30 lunch (also by Zoom).

Our “Key Industries” Panel in Columbus (recording, podcast) renamed “Emerging Disruptors” acknowledged global problems yet noted exciting opportunities in deep tech, edge computing, electric power grids, education and using existing tech to solve problems. Allocators emphasized the importance of people and culture when investing. Special thanks to Ann Mooney, Safa Rashtchy, JiNan Glasgow George, Neal Gupta, John Havens, Joseph Chan. Ohio Playlist https://lnkd.in/gbJRhvST.

Why does your company have a right to win? In today's uncharted markets, we leverage our community’s insights. In Ohio we asked CEOs to shed light on industries they are disrupting: https://lnkd.in/g99h-SmF, podcast https://lnkd.in/gixZ_959. Ohio Playlist https://lnkd.in/gbJRhvST. Thank you Ann Mooney, Neal Gupta, Michael Carr, Neil Whitney, Noah Zelkind.

In the most complex uncharted financial markets in 50+ years, we leverage our community’s insights across assets, industries, countries. Our Investment Landscape panels shed lights https://lnkd.in/gDQMyTkq, podcast: https://lnkd.in/gM6Ugjdz. Ohio Playlist https://lnkd.in/gbJRhvST. Special thanks to Bill Deuchler, Fred Greear, Eddy van der Paardt, Brian Walter, Chad Summe, Rich Ganz.

Our “Investment Landscape” Panel in Columbus (recording, podcast) went back to basics of focusing on secular trends, companies not markets, and objectives (too few family offices have investment policy statements). Special thanks to Michael Jaggers-Radolf, Stephen Burke, Safa Rashtchy, Fabian Padamadan. Ohio Playlist https://lnkd.in/gbJRhvS

Our Impact Panel in Cincinnati https://lnkd.in/guaAJ5xJ (podcast: https://lnkd.in/gGEArYxB) focused on access to #affordablehousing, #cleanwater, #femininehygiene, and generational shift to brands whose missions align. Ohio Playlist https://lnkd.in/gbJRhvST. Speakers included Wolf Starr, Joe Knopp, John Belluomini, Zach Kane, Elizabeth D’Arpa, and Loren Goodwin (my Uber driver that morning!)

Our Philanthropies & Prisoner Solution Panels in Cincinnati June 3 of our Ohio Tour #5 https://lnkd.in/gN4acjUd (podcast: https://lnkd.in/g34aPqiG) focused on #criminaljustice #socialjustice Cinci’s approach to community reforms (shootings & arrests down 60% & 50%). Special thanks to Brittini Flatley, John Cranley, Sara Truebridge, EdD, Scott McIntyre, John Belluomini. Ohio Playlist https://lnkd.in/gbJRhvST

Our “Talent & Partners” Panel https://lnkd.in/gD9nWFRZ (podcast:https://lnkd.in/gnPK7STN) emphasized the importance of connections, experiential internships., brand missions. Thanks to speakers Tom Hayes, Nicole Enslein and moderator Jim Hawk. Ohio Playlist https://lnkd.in/gbJRhvST

Our Columbus “Talent & Partners+ Workforce Development” Panel (recording, podcast)

- culture is key in remote working

- need to adjust by culture & time zone

- Intel’s $20B Ohio plant create opportunities & challenges

Special thanks to moderator Denise Brouder, John Havens, Cedric Riles, Melissa Wolf Starr, Michael Spaeth, Fabian Padamadan, Anna Haskell and Denise Brouder as a moderator. Ohio Playlist https://lnkd.in/gbJRhvST

Why is Columbus special? What are the partnership opportunities? Impact of Intel? See that and more in our Zeitgeist Panel - recording, podcast. Special thanks to JiNan Glasgow George, Yohannan Terrell, Frank Sasso, Kevin Lloyd, Ann Mooney, and Wolf Starr as a moderator. Ohio Playlist https://lnkd.in/gbJRhvST

Our “Impact, NextGen & Philanthropy” Panel in Columbus (recording, podcast) discussed impact-driven business strategies, projects focused on families with parents in jail and how to lift up communities and boost parentpreneurs. Special thanks to speakers James Oliver, Joel van Kuiken, Calvontae Liptrot, Joe Knopp, Chelsea Elliott, Darshan Vyas, Russell Covarrubia, plus moderator Brittini Flatley. Ohio Playlist https://lnkd.in/gbJRhvST

Our “Climate Tech 3.0” Panel in Columbus (recording, podcast) covered the problems, investment context, monitoring tech, boiling the ocean, plus mobility and supply chains in Ohio. Thanks to moderator Chris Wolfington and speakers Michael Hammer, Byron Alsberg, Rick Stockburger, and Sean Donegan. Ohio Playlist https://lnkd.in/gbJRhvST

See last week’s recording and podcast Briefing “Dimming Global Economic Prospects” led by Stephen Burke (ARS). See all Tuesday Briefing recordings at 361firm.com/briefings

(1) Our App is accessible via Web (www.361Firm.App), via iOS or Android.

(2) Deals/Funds. Below is an excerpt from our no-name Shared Deal Pipeline of recently onboarded funds/deals. Upon onboarding a deal or fund, our team reviews them that 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.

(3) Ohio Projects. Given my history and Ohio’s unique programs including JobsOhio, if you might locate or expand to Ohio, our team can assist in coordination with Lt. Governor Jon Husted, JobsOhio CEO JP Nauseef and others. “Ohio Projects” can be small such as adding an office or outsourcing to an Ohio-based company or as large as Intel’s $20B chip plant near my hometown (for which Ohio provided ~$2B of incentives). Submit relevant info via 361firm.com/ohio and 361’s Ohio Team (including Vlad Kapustin and Joe Jarabek) will review and follow up. Meanwhile, join our Ohio Project Update and Pipeline Zooms on Fridays at 10am by joining our App’s Ohio Group.

(4) As a Strategic Advisor or Partner. 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).

(5) Request for Talent & Partners. As we connect the dots for our Strategic Advisors and Partners, we will enable our network to onboard not only “job posts” but also Requests for Partners. We will share soon our new Connecting! web page.

(6) 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.

(7) Co-Leaders. As we scale 361Firm globally, we welcome more like-minded people to become “Co-Leaders” of Groups (by Industry, Asset Class, Region, Alumni, Other Interests), Events and/or Initiatives. Again, before Monday’s edition, we will share our Co-Leader web page and form for adding job posts as well as other Requests for Partners.

(8) Philanthropies. We collaborate on investments (including impact) and 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 Onboarded Philanthropies Sheet.

(9) 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.

(10) Requests for Specific Aid (Grants, People, Supplies) - Updated for Ukraine. Onboard your requests for specific aid so our 361 community can interconnect to help.