|
361Firm Digest 3/21/22Philanthropies Connect on Ukraine at www.361firm.com/ukraine, New WhatsApp Groups, Asset Allocation Survey 8 (www.361firm.com/asset8), with Roundtable March 23.͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
|
EVENTS · MEMBERS · POSTS · FUNDS / DEALS · PHILANTHROPIES · IMPACT
|
|
LAST WEEK: Briefing (recording, podcast); War Impact on Allocations (recording, podcast) TUES: 10:30am Open Town Hall, 11am Briefing #102 (Register) WED: 10:30am Open Meetup (Register); 11:30am Asset Allocation Session 8 (Zoom, 500 5th Ave. + lunch) - to join, submit survey 361firm.com/asset8 THUR: Prep Calls at 9am for Omaha (May 1); 9:30am for Chicago (May 2-4); 10am for Ann Arbor VC Summit (May 4-5); 10:30am Philanthropy/Impact Meetup (Register) FRI: 11am Ohio Tour (June 3-7) Prep Call - join Ohio Group DAILY: 7:30am Ukraine Coordination Calls - join Ukraine Group NEW WHATSAPP GROUPS: To facilitate real-time exchange of Q&A, ideas, etc. we formed WhatsApp Groups. Join 361 Open Community Ukraine, Ohio, Chicago, Omaha, Impact NEW APP MEMBERS: Paula Schwarz, Rick Rikoski, Jan Koeppen, Bob Otter, Aurelia Crews, Don Medina, Madelyn Estes, Michele Heyward, David Lane, Robert Gu, Yannis Litinas NEW POSTS: “Medical Kits for Ukraine” (Bob Otter), “Poverty Has No Passport” (Mary Carbajal) - for others, see below and on the App.
|
Connecting Philanthropies, Donors & Humanitarian Aid Requests for Ukraine: 361firm.com/ukraine
|
|
To optimize humanitarian relief for Ukraine, we updated our onboarding forms to connect (1) Philanthropies, (2) Aid Requests, (3) Volunteers (via Strategic Advisors) and (4) Donors - see www.361firm.com/ukraine. We also host daily "Ukraine Coordination Calls” at 7:30am ET to discuss updates and onboardings; to join these calls, join our Ukraine Group.
|
|
|
Last week’s Briefing on "Growth, Inflation, Sanctions, Supply Chains" (recording, podcast) focused on sanctions impact on Russia and commodities. |
|
|
|
On Wednesday, March 23 from 11:30am to 1pm ET, we host our final Asset Allocation Session #8 per our latest Survey: www.361firm.com/asset8. Bill Deuchler, SFO CIO, co-authored this and set the stage with last Tuesday's Ukraine Update (see recording and podcast). Interim results surfaced fascinating ideas on changing strategies due to the Ukraine war per survey questions on 2022 Inflation, 10-year, strategic moves on assets and sectors, what’s most and least attractive now, potential duration and resolution of the war and the next global crisis. Wednesday’s session will be via Zoom and at ARS (500 5th Ave.), including lunch. To RSVP, submit your survey by Monday, March 21 and email Mark Sanor (msanor@361firm.com) to request to join. If you can't join on March 23, you can still receive the full analysis by submitting by Monday. See below an excerpt of interim results. |
|
|
|
1) Deals/Funds. Below is an excerpt from our no-name Shared Deal Pipeline of recently onboarded funds/deals. Upon onboarding a deal or fund via , our team reviews them but the Shared Pipeline 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. |
|
|
|
2) 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. |
|
|
|
3) 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). 4) Request for Talent & Partners. As we connect 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. 5) 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. 6) 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. |
|
|
|
|
|
|
|
9) Requests for Specific Aid (Grants, People, Supplies) - Updated for Ukraine. Here you can Onboard your requests for specific aid so that our 361 community can interconnect to help. |
|
March 23 Asset Allocation (Zoom, ARS). RSVP with survey: 361firm.com/asset8 April 26 11:30AM - Private Credit Deep Dive #2 - details to follow May 1-5 Omaha, Iowa, Chicago & Ann Arbor - register at 361firm.com/chicago2022 May 1 8am Omaha 361 Breakfast after Berkshire Hathaway meeting - LinkedIn Event May 1 1pm Des Moines Roundtable - LinkedIn Event May 1 7pm Augustana College Dinner with Panel on prisoner ed programs May 2 Joliet Autobahn Car Racing May 3/4 Chicago Conference & Impact Summit - LinkedIn Event May 5 U-Michigan Tour, Tech Transfer + VC Panels and Showcases June 3-7 Ohio Tour #5 - Midwest Tour 5, Part 2 - 361firm.com/ohio2022, LinkedIn June 3 Cincinnati June 4 Columbus & Granville (361 vs. Denison Alumni Men’s/Women’s Soccer Game) June 5 Granville (Pickleball), Dublin (Memorial Tournament) June 6 Columbus Global Conference, Reception, Dinner at Jeff Ruby’s Steakhouse June 7 Cleveland July 20-21 Newport, RI - details to follow July 27-29 Seattle, San Francisco, Palo Alto, LA - details to follow London Conference Sept. 20-21: indicate interest at 361firm.com/london2022 Monaco Conference Sept. 22-23: indicate interest at 361firm.com/monaco2022 Oct. 21-25 New York Global Conference register at 361firm.com/global2022, LIn
ON DECK Israel Deep Dive Early Stage Venture Pt 2 Deep Dive Crypto Deep Dive Education 3.0 (Amit Burman, Tom Gatto, Don Burton) Mental Wellbeing - Part 1 on Food/Nutrition/Brain Health (Leslie McCarthy, Ann Thomas) Future of European Venture AgTech Ukraine / Kazakhstan UAE / Gulf Future of Marketing - Larry Weber Tech Platforms for Family Offices & Fund Managers - Ann Thomas, Aaron Hatton Tax Reform Update - Olga Loy, BMO CIO, Andersen Tax Virus Update #7 with Treatment - Bill Deuchler, Vlad Therapeutics (virus) - Chris Hopkins Advanced Manufacturing / Industrials - Space / Frontier Tech - Co-Hosts: Esther Dyson) Virginia, DC, Baltimore & Philly Roundtables SPAC Deep Dive #3 - Simon Vine Health-Tech: Eddy van der Paardt Gulf Deep Dive, Abbas Dahouk Peg Wyant Fireside Chat - via Zoom EV Deep Dive - Shiv Khemka, Brian Mennell + JobsOhio (Voltage Valley) Future of Real Estate - Steve Chun, Jay Soave PropTech - Co-Hosts: Jim Hawk, Ari Moses Emerging Markets - Co-Hosts: Greg Mariasch Series of Deep Dives on FinTech leading to Half-Day Summit during the Oct. 21-25 5th New York Global Conference: Blockchain, DeFi, Crypto, NFTs, Metaverse, e-Sports, Digital Sovereign Currencies (Bill Deuchler) and CyberTech
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.)
|
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
June 3 (Friday): Cincinnati (Tour, Pickleball, Conference, Reds Game)
|
|
|
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 |
|
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: Mar. 14 (LinkedIn Version), Mar. 7 (LinkedIn Version), Feb. 28 (LinkedIn Version), Feb. 21 (LinkedIn Version), Feb. 14 (LinkedIn Version), 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, Mar. 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. Click www.361firm.com/sub to sign up for content, events or become more involved.
|
|
|
|
