High Finance Course for Prospect Researchers

FRIDAY, NOVEMBER 6, 2020 – FRIDAY, DECEMBER 11, 2020

CLASS SCHEDULE

Friday, November 6, 10 AM – 12 PM
Friday, November 13, 10 AM – 12 PM
Friday, November 20, 10 AM – 12 PM
NO CLASS Friday November 27 (Thanksgiving week)
Friday, December 4, 10 AM – 12 PM
Friday, December 11, 10 AM – 12 PM

PROGRAM DESCRIPTION:

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.

NEDRA is proud to invite you to join two of the field’s leading experts for a comprehensive survey of the financial services industry, curated for advancement researchers*.

The five two-hour long classes will include:

• A particular focus on the unique business models, organizational structures, and executive compensation practices of specialized firms in the industry
• An examination and review of relevant public disclosure forms and filings and specialized sources
• A discussion of techniques and approaches for deriving wealth and capacity estimates and distilling information for frontline fundraisers for donor prospects
• Ample Q&A and small group opportunities during every session

Class Descriptions

Class 1

• Introductions, Expectations, and The (Big) Why
• Syllabus & resources review
• The Financial Industry Sector: Overview and (Recent) Regulatory Highlights
• The Funding Continuum

Class 2

• The Partnership Model and LPs
• The Investment Fund structure
• Compensation in Private Equity Part 1: The Basics
• Compensation in Private Equity Part 2: Carry and Ownership

Class 3

• Investment Banking
• IPOs + Unicorns
• SEC Filings: the prospectus and ownership forms

Class 4

• Investment Advisories
• The ADV form and ownership
• Hedge Funds (+ Activist Investors)
• Compensation in Hedge funds
• The Real Estate Industry and Investors

Class 5

• Family Offices & Wealth Managers
• Service providers (lawyers, accountants, enterprise technology, trading/clearing houses)

*minimum 2 years in Prospect Research required

PRESENTERS:

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 into Beth Israel Lahey Health 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 co-chairs the Diversity & Inclusion and Sponsorship Committee.

COST:

$225 Members

$275 Non-Members

LOCATION:

Attendees will receive a Zoom link before the day before each class.