Our March 29 Briefings focus on G7 macro themes with a special 8am ET edition before the 8:30 8th Asset Allocation Session. March 29 Full Day Agenda (all times U.S. EST):
08:00: Macro Briefing and Q&A - Register for 8AM Briefing. Invite others via LIn Event
08:30: Asset Allocation Session 8 (Pt 2)
10:30: “Town Hall” Discussion
11:00: Briefing (updated per 8am) - Register for 11am
11:30: Ukraine Update #5 (https://lnkd.in/dHevwTtb)

To better enable Asian input for our 8th Asset Allocation Survey, we host one more Roundtable for Allocators at 8:30am ET on March 29, after our special 8am edition of our 103rd Tuesday Briefing (Register for 8am). Are you an allocator who would you like to attend the 8:30am session? If so, just submit the survey at https://361firm.com/asset8.

Bill Deuchler, CIO of a single family office co-authored to set the stage. For Tuesday's session, we'll share slides with results and analysis of each question. As you will see in the Interim Responses, views are not unanimous but unique ideas surfaced as to 2022 Inflation, 10-year at year-end, economic growth, strategic moves on assets and sectors, what looks most attractive now, plus views on potential duration and resolution of the war and the next global crisis.

Here’s recording and podcast from last Tuesday’s Briefing #102 on “Difficult Choices – China and the ROW” that covers major headwinds for China (Covid approach, Property market credit stresses, Regulatory campaign against National Champions, Mixed results for Belt and Road initiatives, Demographic profile, Support of Russia hurting world image, Possible sanctions for support of Russia). See all recordings at www.361firm.com/briefings

When bombs hit Ukrainian apartment buildings and immediate transport to a hospital isn't feasible, we can save lives by making available these medical kits. To stay informed and receive invites join 361Firm's Ukraine relief efforts, including our daily 7:30am Ukraine Relief Coordination Calls, join our community App's Ukraine Group at https://lnkd.in/dcSsCzUh

(1) Our App is accessible via Web (https: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 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 as to 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