“Allocation Rethink by Regions & Assets” Panel: 
- Kevin Shea (Disciplined Alpha)
- Lindsay Taylor (Envra Tech)
- Jeany Stein (SFO)
- Max Rodman (Maywic FO)

361 Firm "Optimizing Impact & NextGen" Panel Newport Conference (July 10, 2023)

361Firm is a global platform to collaborate on investments & philanthropies 
by/for family offices, institutional investors and thought leaders. Born of a family office’s frustration, inspired by global collaboration of Arthur Andersen and our Alumni Connecting! heritage hosting 360-Roundtables in 60+ cities and 20+ countries, we are growing a trusted global ecosystem.

361Firm’s community has grown to 6K+ participants from 35 countries - primarily family offices (2200+), institutional investors, Fund Managers, and CXOs. 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 (www.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 Mixer” (www.361firm.com/global2022) and our 6th Florida Tour Jan. 27-30 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 www.youtube.com/361firm and podcasts via iTunes and Simplecast (https://360-one-firm.simplecast.com). Join us!