361Firm Weekly Digest
Mark Sanor
361Firm, investing & philanthropy, 7K+ SFOs, Institutional Investors, Funds & CIOs/CXOs, collaborating globally with events in 80+ cities, 20+ countries.
361 Philanthropies Connect on Ukraine; Wed. Asset Allocation Roundtable; New WhatsApp Groups
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CONNECTING FOR HUMANITARIAN AID IN UKRAINE: 361firm.com/ukraine
To optimize humanitarian relief for Ukraine, we updated onboarding forms to connect (1) Philanthropies, (2) Aid Requests, (3) Volunteers (via Strategic Advisors) and (4) Donors. We host daily "Ukraine Coordination Calls” at 7:30am ET to discuss updates and onboardings; to join these calls, join our Ukraine Group.
LAST WEEK:?See below recording (and podcast) of last Tuesday's Briefing on "Growth, Inflation, Sanctions, Supply Chains" focused on how sanctions affect Russia and other economies, and commodities. See all Briefing Recordings and register.
MARSH 23 ASSET ALLOCATION ROUNDTABLE #8: On Wed. at 11:30am, we host our 8th Allocation Session (Zoom & at 500 5th Ave. + lunch) led by Bill Deuchler, CIO of a single family office. Bill co-authored this survey with us, and set the stage with last week's Ukraine Update (see recording, podcast). To RSVP, submit survey by end of today and email me. If you can't join, you can still receive the analysis by submitting the survey.
at Wednesday's session, we'll share slides with results and analysis of each question. Per the excerpt of?Interim Responses, views are not unanimous but unique ideas surfaced as to 2022 Inflation, 10-year at year-end, strategic moves on assets and sectors, what looks most and least attractive, plus potential duration and resolution of the war and the next global crisis.
ALL ABOARD 361! You can not only onboard yourself on our App, (via web, iOS and Google App stores), at 361firm.com/onboard, you can now onboard (1) Deals and Funds, (2) Ohio Projects, (3) as a Strategic Advisor or Partner, (4) Requests for Talent (incl. Strategic Advisors), (5) an Event, (6) Co-Leaders, (7) a Philanthropy, (8) Philanthropic Interests and (9) Requests for Aid.
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. 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 of investors and 100+ bankers. Here is a deck on 361Firm acting as a placement agent.?
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, you can participate in 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 now 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 as “Co-Leaders” of Groups (by Industry, Assets, Region, Alumni), Events and/or Initiatives.
7) 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.
8) Philanthropic Interests. To interconnect our community, onboard your interests at 361firm.com/philanthropy. See others' interests at Shared Philanthropic Interests Sheet.?
领英推荐
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.?
UPCOMING WEEK EVENTS:
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
361FIRM CALENDAR:
NEW SELECTED?361Firm.APP?USERS:
?361Firm.APP FEATURED 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!