Charitable Powerhouses: A fundraising approach to donors from private equity, venture capital, hedge funds, and family offices

Charitable Powerhouses: A fundraising approach to donors from private equity, venture capital, hedge funds, and family offices 

Friday, March 9, 2018

10:00 AM – 11:30 AM

Yale University

157 Church Street

Room #840A/B (8th Floor)

PROGRAM DESCRIPTION:

A presentation, and group discussion, surveying key facts derived from industry periodicals, vendor products, and Securities & Exchange Commission information in the public domain about this most important cohort of prospects and donors. During a time when markets are breaking records alongside dwindling federal funding for critical research in higher education and health care, it is important to refresh our understanding, and keep polished our tools and practices, to deliver results for a group of talented financiers who customarily now rank among top donors. Improving understanding and access to alternative investment managers in your sphere of influence is one of the strategies that connects all charitable organizations, large and small, with real opportunities for remarkable outcomes.

Our discussion will highlight specific and successful practice suggestions. These will include a methodological approach for evaluating access to assets and capital using SEC information and other free and fee-based resources. These practice suggestions will follow a discussion that highlights the similarities and differences between leveraged buyout firms, venture capital firms, hedge funds, and sophisticated family offices and the wealth generation events related to all four. We will examine historical and forward-looking pictures for alternative investment vehicles, and our material will be suitable for fundraising professionals of all varieties and with all levels of comfort with information related to the financial services industry.

PRESENTER:

Richard Horne

COST:

$85 Members

$125 Non-Members