What Scares & Excites in Impact, Chicago, the World?

What Scares & Excites in Impact, Chicago, the World?: 361Firm Digest for 4/25/22 - (web version here)

On May 3-4 we converge in Chicago from London, Greece, Barbados, Warsaw, Kyiv, Miami, Omaha, Ohio, Texas, DC, Philly, SF, LA. See Chicago ‘22 Program and join us .

Above is my video explaining the Agenda. It led to Europeans booking flights, like Mariusz Kreft , coming from Poland via Ukraine on one of our projects (see video below).

Mariusz co-developed Timz-Flowers that 361 uses on our Ukraine Calls at 7:30am ET; for invite, join our Ukraine Group at https://www.361firm.app/groups/ukr .

Below is the Summary of the Chicago Impact Summit. Inspired by last year’s conference in the Windy City, our 361 community gathers to interconnect to help in Chicago and globally with smarter approaches to both impact investing and philanthropy.?

See links to video recordings of last year's Chicago event in the Midwest Tour Playlist and Highlights including panels on Impact , Healthcare , Cannabis , and Asset Allocation . Last year’s Chicago Zeitgeist Panel (ex-State of Illinois CIO Rodrigo Garcia , Monroe Capital founder Ted Koenig , YMCA Chair Dorri McWhorter , and Executive Club of Chicago’s Erin Roberts ) pointed out Chicago’s strengths and special culture, but it faces challenges as we saw in our tour of the South Side .?

To stay updated on the evolving Agenda use this link: https://bit.ly/361chi.

Highlights for May 3:

• 10am CT – just before South Side Tour, we meet at the Currency Exchange Café where Stephen Burke will give his 108th Tuesday Briefing (which is 11am ET, also via Zoom)
• 12pm lunch at the Quarry - speakers include Andrea Zopp of Cleveland Avenue
• 3pm at Winston & Strawn: panels and roundtables by asset classes and industries
• 7:30-9pm at SPIN for ping pong, a 361Firm tradition

Highlights for May 4:

• 8-9am Allocators Session at 8-9am CT now includes a range of institutional investors, and six more SFOs
• 9am-2pm now includes a panel and Breakout on Ukraine and hopefully NextGen Paula Schwartz will be flying in from Germany

To join a Prep Call (email [email protected] ): Wednesday, April 27 at 10:30am ET and Friday, April 29 at 11-11:45am ET - "Final Run of Show"?

Now you can officially register at www.361firm.com/chicago2022 - we are mainly covering costs for $300 ($250 by April 26 to cover all the deposits). That modest amount covers a lot: (a) the May 3 Bus Tour + Showcase Lunch at The Quarry; (b) the May 3 Conference and Reception at W&S and SPIN Ping Pong Mixer Reception, (c) the May 4 Breakfast Roundtable for Allocators (invite only), (d) May 4 Conference at W&S with Luncheon Roundtables and (e) as we will have videographers with us, you can also be interviewed (optional) for posting across our social media.

Share this event with your connections via our LinkedIn Event

WED. APRIL 27: 11:15AM TO 12:30PM ET "FUTURE OF WORK PART 7: HYBRID WORK STRATEGY" LED BY DENISE BROUDER - Register

Gain a detailed understanding of what it takes to drive performance in hybrid using a proven methodology. Best for cross-functional leaders who design & manage hybrid work policy. Register for the session to get your exclusive copy of the Hybrid Work Strategy Playbook. Session covers: Structuring Hybrid, Working in Hybrid, Running Hybrid, Living Hybrid, Leading in Hybrid, Measuring Success in Hybrid, Q&A

LAST WEEK’S TUESDAY 11AM BRIEFING:

Last Tuesday Briefing ("Utility-Scale Solar Anti-Dumping") opened our eyes to implications of this investigation (announced March 28), thanks to Nitin Sacheti who shared US solar installation estimates, relative deployment costs and other data to put this in context. Here's the podcast (https://lnkd.in/eJeM9wf9 ).

THIS WEEK’S TUESDAY 11AM BRIEFING: This week's Briefing (April 26 at 11am ET) focuses on “Interest Rates & Tech Valuations.?

Register for Tuesday 11AM ET Briefings on the App .?

10 WAYS TO ONBOARD 361FIRM

At 361firm.com/onboard , you can now onboard (1) Our App is accessible via Web (www.361Firm.App ), via iOS or Android (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 .

(1) Our App is accessible via Web (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.?

UKRAINE RELIEF ONBOARDINGS www.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 .

CALENDAR OF EVENTS:

• April 26: 12pm What Matters Now: Investing Through the Fog of War and Other Uncertainties - the Outlook by ARS - Register
• April 26: 10:30am “Town Hall”; 11am Briefing #107 on "Interest Rates & Tech Valuations" by Sean Lawless (Register )
• April 27: 11:30am Future of Work 7: "Hybrid Work Strategy" led by Denise Brouder (Register )
• April 28: 10:30am Philanthropy/Impact Meetup (Register )
• April 28: 12pm Thursday Lunch at L’Adresse - email [email protected] to request to join
• April 29: 11-11:45am "Final Run of Show - Chicago Impact Summit"
• April 30-May 1: Omaha - informal gatherings
• May 3-4 Chicago Summit: register at 361firm.com/chicago2022 ; share via LinkedIn event
• May 4 9am ET (8am Chicago): Allocators Session - to join, email [email protected]
• June 3-7 Ohio Tour #5: register at 361firm.com/ohio2022 , share via LinkedIn event

- June 3 Cincinnati?(Pickleball, Queen City Club, Cintrifuse, Reds Baseball Game)

- June 4 Columbus & Granville (Co-ed Soccer Game: 361 vs. Denison Alumni); Golf?

- June 5 Granville (Pickleball), Dublin (Memorial Tourney), Rooftop Columbus AC Hotel?

- June 6 Columbus Conference, Dinner at Jeff Ruby’s Steakhouse??

- June 7 Cleveland?including Nottingham Spirk, Downtown events

• July 20-21 Newport, RI - details to follow - to join, email Mark
• July 26-29 West Coast Tour: Seattle, SF, Palo Alto, LA - details to follow
• Aug. 4 Hamptons Retreat #2 (Bridgehampton, Sag, East Hampton) - to join, email Mark
• Sept. 20-21 London: indicate interest at 361firm.com/london2022
• Sept. 22-23 Monaco: indicate interest at 361firm.com/monaco2022
• Oct. 21-25 New York Conference + Olympiad - 361firm.com/global2022 , Linkedin Event ?

MOBILIZING - TO BE SCHEDULED:

• Secondaries -?Jennifer Liu, Asher, Paul Cohn
• 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?
• 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??

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: 361firm.com/ohio2022 . 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

NEW SELECTED APP MEMBERS:

NEW SELECTED APP POSTS:

• Paul Linden: "FOS: Pickleball’s US Surge "
• Luke Timpe "SEC - Cyber Board Member Changes "
• Joe Jarabek "Ohio Lawmaker Announces Efforts to Create a Drone Highway "
• Mark Sanor "Waking up the West "

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 Overview Deck (https://bit.ly/361_overview ) and Video (https://youtu.be/KiDcchr1KLU ), we connect via 100’s of events (see?361firm.com/events ?and?/synopses ), so far in 60+ cities and 20+ countries, including private PCI Sessions for SFO Principals, CIOs and Institutional investors led by 361’s CIO Council (e.g. May 4 and June 6). Via?Zoom , we gather for Tuesday Briefings (www.361firm.app/groups/tuesday-briefings ?- see all recordings?361firm.com/briefings ) and 10:30AM Meetups (e.g. Town Hall on Tuesdays, Group/Event Coordination on Wednesdays, Impact/Philanthropy on Thursdays, Alumni Connecting on Fridays).?Upcoming events including our Chicago Impact Summit May 3-4 (361firm.com/chicago2022 , program at?https://bit.ly/361chi ), 5th “Ohio Red Carpet Tour” June 3-7 (361firm.com/ohio2022 ), Hamptons Retreat July 7, Newport, RI July 20-21, West Coast Tour (Seattle, SF, Palo Alto, LA) July 27-29, our 4th London Conference Sept. 20 and first Monaco Roundtables Sept. 22-23, 6th New York Global Conference Oct. 21-25 (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 ~1500 members and access unique content, some of which is on?YouTube.com/361firm

361Firm Weekly Digest Archives: Apr. 18 (LinkedIn Version ), Apr.12 (LinkedIn Version ) Apr.4 (Linkedin Version ) Mar.28 (LinkedIn Version ), Mar.21 (LinkedIn Version ), 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