To stay updated on the rapidly evolving Agenda for 361Firm’s 5th Global Impact Summit on May 3-4: use this link: https://bit.ly/361chi.

• Register at 361firm.com/chicago2022 (covers costs of food/drink, buses, SPIN, videographer, etc.) $350. Space is limited.

• Hotel we suggest to consider booking a room at Residence Inn on N Dearborn (over 20 of us have a room there now)

• Share this event with your connections via our LinkedIn Event

Highlights for May 3 now include:

• 10am CT – just before South Side Tour, we meet at the Currency Exchange Café where Stephen Burke will give his 108th Tuesday 11am ET Briefing (also via Zoom)

• 12pm lunch at the Quarry - speakers include Andrea Zopp of Cleveland Avenue

• 3pm at Winston & Strawn, panels and roundtables by asset classes and industries, and May 4 on philanthropies and impact investment areas

• 7:30-9pm at SPIN: more food/drink, more ping pong tables, a 361Firm tradition

May 4 8-9am “PCI Session” for actively allocating family office Principals, CIOs and Institutional investors on May 4 at 8-9am CT at Winston & Strawn (35 W. Wacker) and via Zoom. We host these PCI Sessions twice per quarter (next June 6 in Columbus at 9am ET co-hosted with Ohio’s Lt. Governor Jon Husted) with presentations by our CIO Council (over 35 CIOs with specialization across asset classes, geographies, industries, and too many niche strategies to mention). The May 4 PCI presentations now include Energy Transition Update, Asian Markets (Private vs. Public, China vs. Ex-China), Emerging Manager Selection, Credit Niches, The State of U.S. Healthcare, and a debut of our 9th Asset Allocation Survey (see last one at 361firm.com/asset8). 

May 4 9am-2pm now includes a Panel and Breakout on Ukraine with people flying in from Europe (some who were just in Ukraine).

You can officially register at www.361firm.com/chicago2022 - $350. That modest amount covers a lot: (a) the May 3 Bus Tour + Showcase Lunch at The Quarry; (b) the May 3 Conference and Reception at W&S and SPIN Ping Pong Mixer Reception, (c) the May 4 Breakfast Roundtable for Allocators (invite only), (d) May 4 Conference at W&S with Luncheon Roundtables and (e) as we will have videographers with us, so you can also be interviewed (optional) for posting across our social media

"Hybrid Work Strategy" Takeaways, thanks to Denise Brouder:
- Hybrid can empower people to choose where and when to work
- Hybrid 2.0 leads to empathy-based trust, intentional collaboration
- Boundaries, habits and routines are personalized
- Models include blended Hybrid (fixed & variable locations)
- Home Office Design is now much more important
See full recording at https://lnkd.in/e7uGCwYV, podcast at https://lnkd.in/eJgeDM2H

At our Briefing ("Interest Rates & Tech Valuations") Sean Lawless shared data on tech sector stock performance YTD vs. interest rates juxtaposed against strong tailwinds including a recent McKinsey report.

Here's the recording (https://lnkd.in/ekTsQ6ZX) and podcast (https://lnkd.in/eKTFFi5R). Next Tuesday’s Briefing will be from Chicago’s South Side - register for that at https://lnkd.in/damERX5f (see program at https://bit.ly/361chi).

(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 not only on investments (including impact) but also 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.

June 4 (Saturday): Columbus (Soccer: 361 vs. Denison Varsity Soccer Alumni, Dinners)
June 5 (Sunday): Columbus (Pickleball, Memorial Tournament Final Round, Reception)

June 6 (Monday): Columbus - Conference
07:30am - 2nd annual 5K Run/Walk led by Denise Brouder
09:00am - Keynotes, Panels at Annunciation Conference Center (555 N. High St.)
04:00pm - Breakouts and Reception at Denison Edge (300 Marconi Blvd.)
06:30pm - Dinner at Jeff Ruby's Steakhouse (89 E Nationwide Blvd., same as last year)

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