Log in

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

  • Fri, March 09, 2018
  • 10:00 AM - 11:30 AM
  • Yale University, 157 Church Street, Room #840A/B (8th Floor) , New Haven, CT 06510
  • 8


Registration is closed

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)

New Haven, CT 06510


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.


Richard Horne

Richard joined Beth Israel Deaconess Medical Center in May 2016 after 11 years at Yale. BIDMC is growing, through planned mergers with Lahey Health and three additional hospitals, so the Prospect Development team at BIDMC is busy (^2) building and rebuilding their research and prospect management systems to take advantage of the latest best practices. Richard is grateful to be in Boston, a wonderful city where collaboration is the norm. He is a co-founder of the Yale Economic Review and studied Ethics, Politics and Economics at Yale while happily working with the deep talent of the Yale University Office of Development.


$85 Members

$125 Non-Members


465 Waverly Oaks Road, Suite 421
Waltham, MA 02452

© 2021 New England Development Research Association


Powered by Wild Apricot Membership Software