High Finance Workshop

High Finance Workshop

Friday, December 6, 2019

8:30 AM - 8:50 AM Registration and Breakfast

8:50 AM - 4:00 PM Program

Beth Israel Deaconess Medical Center

Trustman Board Room

330 Brookline Avenue

Boston, MA 02215 

Welcome to the world of High Finance, where business transactions involve large amounts of money, a high degree of risk, or assets other than stock, bonds or cash ("alternatives").

This is the world that creates, maintains, and perpetuates a disproportionate number of personal fortunes in the US. Its activities touch virtually every affluent major prospect on the donor and prospect lists of every nonprofit organization.

It can also present an intimidating challenge for prospect researchers stymied by artful industry jargon, organization and fee structures, and eye-popping deal figures. Still, the better researchers understand this world, the more opportunities they can bring to light for the organizations they serve. For them, NEDRA has designed this first-of-its-kind, full-day workshop.

From venture capital to leveraged buyouts and activist hedge funds to Wall Street titans, we will introduce the key concepts and explain in simple and effective terms what everyone must know to uncover or solicit people who customarily earn hundreds of thousands of dollars in their mid-20s to many millions of dollars in their 30s and 40s.

Attendees will leave with greater fluency and confidence in the subject, prepared to bring this understanding to bear on prospect identification & qualification, and advice & assessment for their colleagues on the front line.

FACULTY:

Valerie Anastasio has served as Director of Prospect Development at Boston Children’s Hospital Trust since August 2013. Her development experience spans more than two decades, including positions at the Broad Institute, Museum of Fine Arts Boston, Harvard University, Brandeis University, Boston Lyric Opera, WGBH, and as a consultant with The Helen Brown Group. She is a past board member of NEDRA and a recipient of NEDRA’s Ann Castle Award. She is a graduate of Williams College.

Richard Horne leads a team at Beth Israel Deaconess Medical Center, a Harvard Medical School teaching hospital which is merging to become the second-largest health system in Massachusetts, to promote fundraising research insights and prospect management support for a rapidly-growing development office. He previously worked in development/advancement at Yale, where he studied Ethics, Politics, and Economics. Richard is a co-founder of the Yale Economic Review and a member of NEDRA's Board of Directors for which he chairs the Diversity & Inclusion Committee and co-chairs the Sponsorship Committee.

NEDRA Member: $199

Non-Member: $298

SCHEDULE:

8:30 AM Registration & Breakfast

8:50 AM Program begins

4:00 PM Program concludes

Morning refreshments, lunch, and afternoon snacks will be served.

DIRECTIONS TO TRUSTMAN BOARD ROOM:

Click here for detailed directions to the board room.

PARKING:

The Shapiro Building Garage is located at 98 Binney Street, Boston, MA 02215. Please pay the cashier located in the Shapiro Building lobby before returning to your car. For garage parking rates, click here.