High Finance for Prospect Researchers: Private Equity and Hedge Funds

Friday, March 15, 2024- Friday, April 12, 2024 (4 sessions, online)

CLASS SCHEDULE

Friday, March 15,  11:00AM – 12:30PM (ET)

Friday, March 22, 11:00AM- 12:30PM (ET)

Friday, April 5, 11:00AM – 12:30PM (ET)

Friday, April 12, 11:00AM – 12:30PM (ET)

(Note: There will be no session on 3/29/2024)

PROGRAM DESCRIPTION:

The US Financial Services industry creates, maintains, and perpetuates a disproportionate number of personal fortunes. 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.

This four week survey course examines investment managers in the “alternatives” subsector: private equity (“buyout” and venture capital) and hedge fund businesses and will feature:

• 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
• Suggested reference resources and readings, and Q&A during every session

Class Descriptions (order of coverage subject to change):

Class 1

• The Financial Industry Sector Overview
• The Commercial Funding Continuum
• Seed Stage and Early Venture Capital

Class 2

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

Class 3

• Compensation in Private Equity Part 2: Additional Considerations for more nuanced evaluations
• Investment trends and target industries
• Blockchain and Cryptocurrency

Class 4

• The ADV form and ownership
• Hedge Funds (+ Activist Investors)
• Compensation in Hedge funds

FACULTY:

Valerie Anastasio is Senior Director of Prospect Development at Boston Children’s Hospital Trust. 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 serves on the board of the BARKA Foundation, an international development organization addressing water resources and women’s empowerment issues in Burkina Faso and neighboring West African countries. She is a past board member of NEDRA and a recipient of NEDRA’s Ann Castle Award. She is a graduate of Williams College.

COST:

$225 Members

$275 Non-Members

Are you a current or recently lapsed NEDRA member and want to attend this program for free? Deadline to apply for the need-based NEDRA Community Scholarship is the end of the day on Friday, February 23, 2024.

LOCATION:

Attendees will receive a Zoom link in advance of the first class. Please note, NEDRA's High Finance sessions are not recorded.

DEADLINES:

Registration for this event closes on Wednesday, March 13, 2024 at 11AM.