Weekly Digest 3/28/22

Weekly Digest 3/28/22

Asia, Oscars, Buffett, Ukraine, Ohio, WhatsApp: 361Firm Digest 3/28/22

Subscribe for longer Web Version ?and see more details on the?App .

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THIS WEEK’S EVENTS: Our March 29 Briefings focus on G7 macro themes with a special 8am ET edition before the 8:30 8th Asset Allocation Session.

TUESDAY, March 29 Full Day Agenda?(all times U.S. EST):

WEDNESDAY: Prep Calls at 10am for May 1 Omaha; 10:30am Open Meetup (Register )

THURSDAY:

  • 9:30am for Chicago Impact Summit (May 2-4);
  • 10am for Ann Arbor VC Summit (May 4-5);
  • 10:30am Philanthropy/Impact Meetup (Register ),
  • 11:30am Lunch at L’Adresse - email [email protected] to request to join

FRIDAY: 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 , Ukraine Telecom , Ukraine Power , Ukraine Logistics , Ukraine Medical , Ohio , Chicago , Omaha , Impact

UKRAINIAN HUMANITARIAN AID. 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: 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

361FIRM CALENDAR:

  • April 26 11:30AM - Private Credit Deep Dive #2 - Preliminary Deck

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  • 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

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  • 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)?

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  • June 5 Granville (Pickleball), Dublin (Memorial Tournament)?
  • June 6 Columbus Global Conference, Reception, Dinner at Jeff Ruby’s Steakhouse??

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ALL ABOARD 361!?You can not only?onboard yourself on our?(1)App , (via?web ,?iOS ?and Google App stores), at?361firm.com/onboard , you can now onboard (2)?Deals and Funds , (3)?Ohio Projects , (4) as a?Strategic Advisor or Partner , (5) Requests for Talent (incl.?Strategic Advisors ), (6) an?Event , (7) Co-Leaders, (8) a?Philanthropy , (9)?Philanthropic Interests ?and (10)?Requests for Aid .

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(1) Our App?is accessible via Web (https:www.361Firm.App ), via iOS or Android .

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(2) Deals/Funds. Here's the 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 .?

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(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 .??

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(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.?

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(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.?

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(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.?


?361Firm.APP ?NEW USERS:

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361Firm.APP ?FEATURED POSTS:

EVENTS IN PROGRESS:

  • Secondaties -?Jennifer Liu, Asher, Paul Cohn
  • Cyber - Tom/Peter, Luke, Hamlet
  • US-China Partnership Challenges and Opportunities - William Doll
  • Israel Deep Dive - Asher Abraham
  • Early Stage Venture Pt 2 Deep Dive
  • Education 3.0 (Amit Burman, Tom Gatto, Don Burton)
  • 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
  • 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??

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!

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