361Firm Weekly Digest
Mark Sanor
361Firm, investing & philanthropy, 7K+ SFOs, Institutional Investors, Funds & CIOs/CXOs, collaborating globally with events in 80+ cities, 20+ countries.
100th Briefing, Ukraine Changes Allocation, Travel, Diversity
4th edition of our LinkedIn Digest (see Web Version and Archives)
HONORING OUR 100TH TUESDAY BRIEFING:
This Tuesday’s Briefing March 8 will be our 100th led by Stephen Burke, who has made us all smarter on key topics. To honor him, we put together a Tribute Video Montage by the community sharing their “thanks” and what they like about the Briefings and him:
Since March 2020 led by Stephen Burke of ARS. On March 8 we will once again shed light on macro themes on the economy, the Ukrainian front, secular themes and other topics du jour. We host both via Zoom (Register) and at ARS offices (500 5th Ave.) followed by lunch (space is limited, to request to join in-person, [email protected]).
LAST WEEK:?Briefing “Implications of the War in Europe" & Ukraine Crisis (podcast), where Vladimir Ashurkov, @J. P. Nutkin, DJ Peterson and moderated by Adam A. Blanco. It also includes the perspectives of Tatiana Zheltomirska that joined our call from Ukraine and provided insight son current situation, cyber attacks and shared donation sources: https://lnkd.in/dmn37BB7 . Thanks Mirjana Prokic for inviting Tatiana to our call and connect to us. See all Briefings at https://361firm.com/briefings and register for them at www.361firm.app/groups/tuesday-briefing
MONDAY:?Where is the Travel industry heading post-Covid given tech and social trends? Travelocity Founder Terrell Jones covers post-Covid trends like Experiential, Outdoor vs Cities, Workcations, Bubble travel, Bucket list, Multi-Gen, Honeymoons, Sustainability + Tech as a change agent, e.g. Mobility, AR/VR, IOT, Robotics, Drones, Voice Input, and AI. Rene Benedetto sees many segments via a $6B+ fund investing only in travel, billions during Covid. Others will share perspectives of tech providers (Amgine CEO Michael Carr), the TMCs (Will Pinnell of BCD Travel), and that of American Express Global Business Travel (Product & Strategy EVP Evan Konwiser). To register, join our Travel Group. Invite your LinkedIn connections via our Travel L-In event. The video by Michael Carr shares what to expect in the “Future of Travel” event:
TUESDAY: March 8 is important. Not only is it International Women’s Day, we also host 5 events in one:?
WEDNESDAY: Our "Diverse Allocation" Deep Dive Discussion will be on March 9 at 11am ET to further 360 One Firm (361Firm)’s commitment to Inclusion and belief that the best decisions and investments are made when all perspectives are at the 360 Roundtable. To register, join the Inclusion Group. Invite your LinkedIn connections via our Diversity L-In event. Speakers include: Cedric H. Watkins, Jacob Lebo, Sherman Williams II, Gerald Beechum, Karen LeVert, Vijay Mehta, Benjamin Lefever, Barry M. Adams, Nicole Bishop, Cyrus Walker, CCFE, Leonard Stokes.?
UPCOMING EVENTS:
ONBOARDING: SIX OPTIONS
Our Onboarding webpage (361firm.com/onboard) links you to onboard (1) our App, (2) as a Strategic Advisor or Partner, (3) a Deal or Fund, (4) an Event (5) a Philanthropy and (6) Philanthropic Interests.
1) Our App is accessible via Web (https:www.361Firm.App), iOS and Google/Android App stores.
2) Strategic Advisors. 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).?
3) 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.?
4) Deals/Funds: Here 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.
5) 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 Philanthropies Sheet.
6) Philanthropic Interests. To interconnect our community on such interests, onboard yours at www.361firm.com/philanthropy. See all such interests in our Shared Philanthropic Interests Sheet.?
IMPACT AT 361FIRM:
Since 2018, 361Firm has hosted impact events to evolve our community’s learning and commitments to improving the world, featuring speakers such as?Valerie Rockefeller,?Kim Kolt,?Mitzi Perdue?and dozens of others . See Impact webpage at?https://361firm.com/impact?to see all past impact-related events we hosted, as well as impact-oriented funds and deals. Also, on May 3/4 we host our 5th Impact Summit (register at?www.361firm.com/chicago2022)
NEW SELECTED APP USERS:
NEW APP POSTS:
ABOUT 361FIRM.?361Firm’s community has grown to 6K+ participants from 35 countries - primarily family offices (2200+), institutional investors, Fund Managers, and CXOs - collaborating on investments and philanthropic interests. Per our 361 Overview Deck (https://bit.ly/361_overview) and Video (https://youtu.be/KiDcchr1KLU), we connect via many events (see?361firm.com/events?and?361firm.com/synopses), so far in 60+ cities and 20+ countries, including private sessions for SFO Principals, CIOs and Institutional investors (PCIs) led by 361’s CIO Council. Via?Zoom, we gather for Tuesday 11AM Briefings (361firm.com/briefings) and 10:30AM Meetups (Town Hall Tuesdays, Group/Event Coordination on Wednesdays, Impact/Philanthropy on Thursdays). Save the date for our 5th “Ohio Red Carpet Tour” June 3-7 (361firm.com/ohio2022), 4th London Conference Sept. 20 and first Monaco Roundtables Sept. 22-23, 6th New York Global Conference Oct. 21-25 with our first “361 Olympiad” (361firm.com/global2022) and our 6th Florida Tour Jan. 27-30, 2023 with our 2nd annual “361 Pickleball Mixer” in Naples, plus Miami Roundtables. On our private App (www.361Firm.App), you can private message close to 1500 members and access unique content, some of which is on?youtube.com/361firm?and podcasts via?iTunes?and Simplecast (https://360-one-firm.simplecast.com). Join us!
Sustainability, finance, Developing Markets & geopolitics expert, with 40+ years experience investing in & growing businesses globally.
2 年Looking forward to catching up with everyone tomorrow.