On Thursday, Aug. 4 we host a full day of events in the Hamptons.

08:30am - Private Allocators Breakfast at Topping Rose in Bridgehampton

11:30am - Lunch at Pierre’s in Bridge.

5:00pm - evening gathering at a private residence between Sag Harbor & East Hampton (swimming, cookout, ping pong, refreshments).

Here is the RSVP List as of a few days ago. Register interest at 361firm.com/hamp22.

For Allocators (“Qualified Purchasers) we host a PCI Roundtable Breakfast at Topping Rose at 8:30am (formally at 9am) to continue discussions from our Newport conference on our Investor Survey #9 (www.361firm.com/asset9). If you are an allocator and have not received the official invite, email me at msanor@361firm.com to request info and to join.

As you will see from the map above, the walk to lunch is rather convenient.

For our evening event, I told our host that we would each chip in $50 to cover food/drink and any lost ping pong balls. As space is limited for each part of the Retreat, be sure to register interest at 361firm.com/hamp22.

4th London Global Conference: indicate interest at 361firm.com/london2022  

 Germany (Wiesbaden, Frankfurt) & Zurich - indicate interest at 361firm.com/gs22

the Interview with Dail St. Claire (podcast, full playlist)

the Interview with Erica Muller and Erica Lill (podcast, full playlist)

Here is the Interview with Andrew Fisch and Bill Deuchler (podcast, full playlist)

See takeaways from some of our community members (podcast, full playlist)

Here is the Interview with Maxwell Brown and interviewed by Anna Haskell (podcast, full playlist).

Here is the Interview with John Parker (podcast, full playlist)

Here is the Interview with Britt Riley and Walter Benadof (podcast, full playlist)

Here is the Interview with Jennifer Wines, interviewed by Erica Lill (podcast, full playlist)

Here is the Interview with Nicole Enslein (podcast, full playlist)

Here is the Interview with Michael Forstl, interviewed by Dan Hubscher (podcast, full playlist)

Here is the Interview with Joe Zhao, interviewed by Anna Haskell (podcast, full playlist)

Here is the Interview with Andre Watson, interviewed by Anna Haskell (podcast, full playlist)

In Briefing #120 Stephen Burke of ARS covered the bull and bear cases for recession. - - - See recording and podcast
- See all Recordings at www.361firm.com/briefings
- Register for Tuesday 11am Briefings

Next week after the Briefing at 12pm Edward Yardeni joins Stephen to discuss "Too Much Pessimism or Not Enough?" Register here

(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.

For example, today, Wanda Lopuch onboarded one for July 14th, the 2022 ESG Integration Forum - by Corporate Secretary: https://events.irmagazine.com/esgsummer. Hybrid (H), Clifford Chance; 31 West 52nd Street New York NY 10019-6131. Wanda Lopuch Hevo; Chair of the Nom, Gov and ESG Committee; Board of Directors . “If you want to attend for free ($450 now), let me know (wandalopuch@gmail.com), PERHAPS i can get your a guest pass. Will try, no promises.”

(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.