High Finance for Prospect Researchers: Private Equity and Hedge Funds*
*minimum 2 years in Prospect Research required
Friday, March 24, 2023- Friday, April 21 (4 sessions)
CLASS SCHEDULE
Friday, March 24, 11:00AM – 12:30PM (ET)
Friday, March 31, 11:00AM- 12:30PM (ET)
Friday, April 14, 11:00AM – 12:30PM (ET)
Friday, April 21, 11:00AM – 12:30PM (ET)
(Note: There will be no session on 4/7/2023)
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:
Class Descriptions (order of coverage subject to change):
Class 1
Class 2
Class 3
Class 4
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, March 3, 2022.
LOCATION:
Attendees will receive a Zoom 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 22, 2023 at 11AM.
How to Make Your News Digest More Streamlined and Actionable (and have fun while doing it)
Wednesday, April 5, 2023
1PM- 2PM (ET)
Online
The Dana-Farber Cancer Institute (DFCI) prospect research team provides a daily news digest of articles on prospects, donors, and faculty. After identifying a need to refresh the digest, research team members collaborated on making it more consistent, actionable, and relevant to the Division of Philanthropy as well as easier to compile on a daily basis. Join three members of the DFCI research team as they discuss their internal news process and the recent changes and improvements to the digest. Attendees will gain insight into how DFCI compiles and formats the news to be the most helpful for gift officers, and will take away inspiration for their own teams.
PRESENTERS:
Christina Priplata has been a Senior Corporate Analyst at Dana-Farber Cancer Institute since 2019 and her role is focused on corporate and foundation research. Previously, she was a grant writer at Jewish Family & Children’s Service in Waltham, MA. She has a BS in Allied Health Science from the University of Connecticut and enjoys skiing and traveling.
Ryan Frank has been a Senior Research Analyst at Dana-Farber Cancer Institute since 2020. Prior to joining the DFCI research team, he worked at Brandeis University in both Prospect Research and Annual Giving. Before joining the non-profit world, Ryan had a career in banking and insurance. He received a BS in Finance from the University of Delaware. When he’s not busy researching prospects, Ryan enjoys running and playing board games with friends.
Lauren Casas is Senior Research Analyst II at Dana-Farber Cancer Institute, where she has worked since 2018. A Wellesley College graduate, she was previously a Research Associate at the Museum of Fine Arts, Boston. Lauren serves on NEDRA’s Diversity and Inclusion Committee. When she’s not researching, Lauren is a circus acrobat.
$15 Members
$25 Non-Members
Are you a current or recently lapsed NEDRA member and want to attend this program for free? Apply for the need-based NEDRA Community Scholarship.
Attendees will receive a Zoom link a day before the event; this meeting will be held as a Zoom meeting and a recording will not be available.
Deadline for registration will be April 4th at 1PM.
VINO: NEDRA Networking in New Hampshire
Thursday, April 6, 2023
5:30 PM
25 Water Street
Concord, NH 03301
** Note: If using GPS, the venue states to use 1 Gulf St, Concord, NH for accurate directions **
Join fellow colleagues for a networking VINO (Very Informal Networking Opportunity). This event offers NEDRA members and other prospect development professionals a chance to meet and socialize. We’ll talk shop about donor research, prospect management, fundraising data science and/or anything of interest to attendees. NEDRA members and non-members are warmly welcome.
Food and drinks are self-sponsored.
Wednesday, May 3, 2023
9:00 AM - 4:30 PM EST
This survey course examines investment managers in the “alternatives” subsector: private equity (“buyout” and venture capital) and hedge fund businesses and will feature:
Class Topics (order of coverage subject to change):
$225 for Members
$275 for Non-members
Sheraton Springfield Monarch Place Hotel
One Monarch Place
Springfield, MA 01144
800-556-7126
Applied Prospect Research Analytics Workshop
9:00 AM - 12:00 PM EST
In this workshop we will focus on how to apply analytics to common prospect management workflows, such as: addressing the health of your data, making sense of your wealth screening information, optimizing portfolios, and dashboard creation. We will focus on analytical techniques using Excel, but will cover R and its uses where applicable. While it is not necessary to bring a laptop to follow along, it is highly encouraged.
PRESENTER:
Steve Grimes is the Associate Director of Data Insight at the Helen Brown Group. Most recently he was the Assistant Director of NYC Mayor's Office of Data Analytics (MODA). Previously, he was the Director of Development Analytics and Strategy at Jazz at Lincoln Center (JALC) and before JALC, he joined the ACLU as the Prospect Research Analyst. In a previous life he pursued academia as a doctoral fellow at Rutgers University, focusing his research on labor relations, intimacy, and visual sociology. He received a bachelor’s degree in psychology from SUNY at Old Westbury, a master’s degree in sociology from St. John’s University, and a second master’s degree in media studies from CUNY at Brooklyn College. He currently sits on the board of the New York State Coalition Against Domestic Violence and NEDRA, served as a director of APRAGNY and various APRA committees, and was co-host of a now defunct podcast on prospect research.
$99 for Members
$165 for Non-members
Registration for this event closes on Thursday, April 27th, 2023 at 5PM or when it sells out.
Research Basics Bootcamp
Wednesday, May 3, 2023 9:00 AM - 4:30 PM EST
Research Basics Bootcamp is one full day of instruction in the essentials of prospect research. This training is a must for those new to research or those who have had research added to their roles. No experience in the field is necessary to begin learning how to apply professional research methodologies. The day will cover such subjects as:
Amy Begg is Executive Director of Pipeline Optimization at Emory University. Amy is responsible for developing robust pipelines, optimizing fundraiser portfolios and oversees the Research and Prospect Management teams. For the last 18 years, Amy has held leadership positions on the research and prospect management team at Harvard University. In 2016, Amy created the first prospect management team for the Faculty of Arts and Sciences. She has also provided guidance on prospect management for the University development office, the Radcliffe Institute, the Harvard Kennedy School of Government, the Harvard Graduate School of Education and the Harvard Divinity School. Amy is also co-founder and partner of Cypriped LLC., a cryptocurrency mining company.
Amy serves as a trustee for the University System of New Hampshire (USNH), which includes all of the public colleges and universities in the State of New Hampshire. She is a past president and board member of the New England Development Research Association (NEDRA). Previously, she served as a board member for the Plymouth State Alumni Association, including a term as chair of the association. Most recently, Amy Co-Chaired the CASE Prospect Development Conference in New Orleans with her friend and fellow former NEDRA Board Member Lisa Foster.
Lisa Foster is the Director of Prospect Development at Phillips Academy in Andover, Massachusetts, where she is also an alumna, past parent and current parent. Lisa is a former member of the Board of Directors of NEDRA. Over the course of her term, she served as the Treasurer of the Board of Directors, Conference Co-Chair for two NEDRA Conferences, Secretary of the Board, and Co-Chair of various committees. Lisa continues to serve on the NEDRA Programming and Nominating Committees. Lisa served as a Director of the Haverhill Foundation for Excellence in Education for over twenty years and has also served as a director of the Haverhill Discovery Club Program.
$199 for Members
$298 for Non-members*
*Note: Non-member registration includes a full year of NEDRA membership. These memberships will be assigned on the last day of the course unless you waive the option by contacting office@nedra.org.
Beginner/Intermediate Microsoft Excel and Word Workshop
1:30 PM - 4:30 PM EST
Organizations of any size can benefit from utilizing features of Microsoft Excel and Microsoft Word to create meaningful reporting tools and research deliverables. Microsoft Excel provides an extensive range of functions to analyze data. In this hands-on workshop, participants will learn to use Microsoft Excel to combine and compare different data sets, filter and slice data, create visual aids to communicate KPIs and better understand donors and fundraising goals. The workshop will then utilize Microsoft Word to translate and convert the data into briefings, event bios, and directories to be shared with organizational stakeholders such as gift officers and senior leadership. In this session, participants will learn to:
Jamie Lewis (she/her/hers) is a senior prospect management and research analyst at the Harvard T.H. Chan School of Public Health. Prior to joining the Harvard Chan School in 2017, she worked in a small shop development office of a human services nonprofit and as a legislative aide at the Massachusetts House of Representatives. Jamie holds a BS from Seton Hall University in criminal justice and philosophy and an MS in business management from Eastern Nazarene College.
Welcome to the 2023 NEDRA Annual Conference
Thursday, May 4 & Friday, May 5, 2023
Don't miss this opportunity to attend the 2023 NEDRA Conference presented by New England Development Research Association. This year we look forward to seeing everyone again in person, and for the first time in over 30 years the conference will be held in Western Massachusetts.
Location
Springfield, MA 01144 800-556-7126
Register Today!
Click on the green REGISTER button in the left margin or click here to activate the registration form. Members will be prompted to log in to get access to member rates.
May 3 Pre-Conference Workshops are an add on that people can buy. Click here to learn more about Pre-Conference Workshops that will be hosted at the hotel one day before.
Pricing
Registration Type
Member Pricing
Full Conference (Thursday & Friday)
$398
One Day of Conference (Thursday only or Friday only)
$199
One Day Research Basics Bootcamp (Wednesday)
One Day High Finance Workshop (Wednesday)
$225
Half Day Applied Prospect Research Analytics Workshop (Wednesday)
$99
Half Day Beginner/Intermediate Microsoft Excel and Word Workshop (Wednesday)
Non-Member Pricing
$658
$329
$298
$275
$165
Hotel Reservations
To take advantage of group rate hotel bookings at the Springfield Sheraton, please use the following link:
DIRECTIONS
From Bradley International Airport (18 mi)
Head north toward Bradley International Airport, then keep right to continue on Bradley International Airport. From there, take a slight left towards Schoephoester Rd, then use any lane to turn slightly right onto Schoephoester Rd. Continue onto CT-20 E/Bradley International Airport Con. Use the left two lanes to merge onto I-91 N towards Springfield. Take exit 6 from I-91 N toward Springfield Center. Merge onto E Columbus Ave and then continue straight on E Columbus Ave for 0.6 miles. Turn right onto Boland way, and the destination is on your right.
From Boston (90 mi)
Take I-90 W. Take exit 51 for I-291, toward Springfield/Hartford Connecticut. Use the left two lanes to turn onto I-291 W. Use the 2nd from the left lane to take exit 1B-2B for I-91 N/US-20 W toward W. Springfield. Keep right to continue on Exit 2B, follow signs for Dwight St. Turn left onto Dwight St, then continue straight. Turn right onto Harrison Ave and continue onto Boland Way. The destination will be on your left.
From Albany (87 mi)
Take I-90 E. Take exit 45 to merge onto I-91 S toward Springfield. Keep left to stay on I-91 S. Take exit 7 toward downtown Springfield, Hall of Fame Ave. Merge onto W Columbus Ave, then use the left two lanes to turn left onto Boland Way, the destination will be on the right.
From New York City (141 mi)
Take 1-95 N. Take exit 27A for CT-25/CT-8 toward Trumbull/Waterbury. Continue onto CT-25N/CT-8N. Take exit 9 to merge onto CT-15N/Merritt Pkwy towards CT-15. Take exit 68 N-E to merge onto 1-91 N toward CT-66 E/Hartford/Middleton. Take exit 5 toward Downtown/MGM Wy. Follow E Columbus Ave to Boland Way.
Parking rates are $10.00 per day for day guests and $19.95 per day for overnight guests. An alternate parking option is MGM Springfield, two blocks from the hotel, where parking is complimentary and open to the public. Amtrak provides transportation services to and from Boston and Hartford. The Springfield Amtrak station is located at 55 Frank B Murray St, Springfield, MA 01103.
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