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Inside High Finance: In Role Insights for Philanthropic Leadership - 14th April to 26th May 2026
Date: 14th April 2026 to 26th May 2026
Time: 2.00pm-3.15pm UK / 9.00am-10.15pm ET (75min) - Exact time may vary due to speaker availability
Duration: 1 hr 15min (60min content + 15min Q&A)
Format: Live Online
Course Type: Focus
For: Researchers, Fundraisers, Directors - UK, US, International
Insider Series
Welcome to a new series where we explore a day in the life of senior leaders actually working in High Finance sectors. The sessions are designed to provide in role real world experiences and perspectives for not for profits researchers and major gift fundraisers, helping us to understand the world of our senior donors better.
Overview
As philanthropy professionals, we are often researching and developing relationships with senior individuals across specialist sectors. Yet, we don’t always have a clear understanding of their roles in depth — their day-to-day responsibilities, key concerns, and how they view success.
This special series bridges that gap. Across 6 sessions, professionals from investment banking, private equity, wealth management, M&A and more will share their career journeys, sector expertise, and reflect on what charity professionals could consider when engaging with prospects.
Key Learning
Each session offers valuable insights into these specialist roles, helping us build more authentic, effective relationships for philanthropy.
What is it like to work as a Fund Manager or in Private Equity?
What are their daily roles & responsibilities?
What are their key concerns?
What was it like to sell your company?
What are the busy periods?
How do these professionals view success?
The programme will combine expert speakers with context-setting discussions from our in-house team and provide ample opportunity to get all those burning questions answered!
Speakers
John Atkin, Investment Director at Royal London - John’s career spans over 30 years at multiple big name financial institutions and has specialism in Fixed Income investment Management
Andy Smith, most recently Vice President at Corporate & Investment Bank J.P. Morgan - Andy is an experienced professional with almost 10 years in the Investment Banking sector
Rob Travis, Senior Investment Director at Rathbones - Rob’s career and experience is in creating investment strategies for HNW clients to ensure they are investing appropriately for their goals
Phillip Haines, Co Founder at Capsule CRM - Phillip is co-founder of Capsule CRM. He played a key role in successfully building and scaling the business through to acquisition (sale), and now sits on the board as a Non-Executive Director.
Shaun Horan, Senior Director at Huron - Shaun has nearly 30 years’ experience of fundraising and engagement experience. He has operated at executive-level in university management, income generation, strategy and external relations for the last two decades. He advises organisations in higher education and non-profits, spanning fundraising, engagement, strategy and governance.
Ceris Morris, Philanthropy and Development Specialist - Ceris’s career spans over 35 years including working as Director of Global Fundraising at the University of Sheffield, she co-led the University’s fundraising campaign, exceeding the £300 million target.
More to be announced shortly
Quick Glance Schedule
Session 1: ‘Investment Banking & Finance Sector', with John Atkin, Investment Director, and Andy Smith at J.P. Morgan - Tuesday 14th April 2026, 2pm BST,
Session 2: ‘High Net Worth Relations & Wealth Management’, with Rob Travis, Senior Investment Director at Rathbones - Tuesday 21st April 2026, 2pm BST,
Session 3: ‘Booming Consultancy to Company Acquisition’, with Shaun Horan, Co-Founder of Halpin Partnership - Tuesday 28th April 2026, 2pm BST
[Break]
Session 4: ‘Private Equity’, Speaker TBC - Tuesday 12th May 2026, 2pm BST,
Session 5: ‘Booming Tech Company to Private Equity Acquisition’, with Phillip Haines - Tuesday 19th May 2026, 10am BST
Session 6: ‘My Big Gifts - A Practical Exploration of Working with Senior Prospects’, with Ceris Morris, Philanthropy and Development Specialist - Tuesday 26th May 2026, 2pm BST
Sessions Synopsis
Session 1 - ‘Investment Banking & Finance Sector’, with John Atkin, Investment Director, and Andy Smith, recently of J.P. Morgan
Tuesday 26th May 2026, 2pm BST
Join our two speakers to learn about their different roles in the Investment sector, how they work with clients and insights from their combined 40 years experience.
Session 2 - ‘High Net Worth Relations & Wealth Management’, with Rob Travis, Senior Investment Director at Rathbones
Tuesday 21st April 2026, 2pm BST
Rob’s career working with HNWIs to strategise their wealth planning is a valuable conversation for any fundriasing professional who wants to engage effectively with HNWIs.
Session 3 - ‘Booming Consultancy to Company Acquisition’, with Shaun Horan, Co-Founder of Halpin Partnership
Tuesday 28th April 2026, 2pm BST
Speak with experienced fundraising professional and consultant Shaun about growing and the decision to be involved in the acquisition of his business. Gain insights into why he wanted to be acquired, what it was like and what fundraising professionals should be aware of when approaching a prospect in these circumstances.
[Break]
Session 4 - ‘Private Equity’, Speaker TBC
Tuesday 12th May 2026, 2pm BST
Learn about the Private Equity space from a professional, learn about career and sector insights in a practical way to support fundraisers who are working with Private Equity prospects. Speaker to be confirmed shortly.
Session 5 - ‘Booming Tech Company to Private Equity Acquisition’, with Phillip Haines, Co Founder at Capsule CRM
Tuesday 19th May 2026, 10am BST
Philip has grown Capsule CRM and has recently been through a company sale process, learn from his person motivations and experience about the complex world of company sales such as Private Equity and Company Sales brokers. Gain insights to what fundraising professionals should be aware of when approaching a prospect in these circumstances.
Session 6 - ‘My Big Gifts: A Practical Exploration of Working with Senior Prospects’, with Ceris Morris, Philanthropy and Development Specialist
Tuesday 26th May 2026, 2pm BST
Our final session focuses on the practical application of topics we’ve covered in our IHF series, how do we manage our senior relationships to a major gift? Explored with on the gorund experiences shared by an experienced philanthropy sector leader who has securded donations from 100k to £5m+
Session Structure
Each speaker to cover:
Opening presentation by the guest speaker
About their company/sector: overview and key dynamics
Career path: personal journey and typical progression routes
Experience working in the sector: client base, working style, success factors, busy periods
Philanthropy: reflections on philanthropy, and what charity professionals should consider when approaching individuals in this sector
Interactive Q&A with attendees
Timings
Scene Setting - by PyroTalks CIC - 15min
Guest Talk - by Guest Speaker - 20-30min
Live Q&A - with Guest Speaker - 15-20min
Debrief & Discussion - by PyroTalks CIC - 10-15min
Who is it for?
Prospect Researchers - all experience levels
Major Gift Fundraisers
Heads or Directors of Philanthropy
Any organisation engaged or aspiring to major gift fundraising
Key principles are relevant internationally
PyroTalks CIC Host
Jonathan Jeffery, Co Founder PyroTalks CIC
Jonathan is Co-Founder & Director of Pyro.Solutions & PyroTalks CIC and leads on data analytics and education.
Jonathan graduated in 2002 with a First Class Honours Degree in Business studies, specialising in finance, and holds a MSC in Banking and Finance with Distinction.
After graduating, Jonathan worked for a leading firm as a senior investment analyst, specialising in portfolio management and investment analysis, gaining a number of professional qualifications.
Jonathan then moved into higher education and lectured in company analysis, portfolio management and financial derivatives at Undergraduate, Postgraduate and MBA level. He was also appointed as Associate Dean for Education for The University of Sheffield Management School. He left this role in 2022 to focus on Pyro.Solutions and PyroTalks CIC.
Jonathan has also taught at some of the leading European Business schools, and was a visiting professor at EDHEC University between 2013-2019. He also continues to undertake risk management and treasury consultancy for a number of leading professional bodies and organisations.
Recordings
We aim to record all series and share them with attendees as a resource for your team thereafter.
Note, not all speakers may wish for their session to be recorded, so we encourage all participants to attend live as much as possible to make this an enhanced learning experience.
Tickets
Duo or Flex-Team Tickets - you do not need to provide names at booking, an open link will be sent to share with your team
Upon booking you will automatically receive two emails, a receipt of purchase & joining Instructions. Please do check spam folders. If you have booked for others, please share with them.
Includes Handout + Access to Recording for up to 1 month.
Concession tickets ideally for charities with 1m or less income, though any organisation with restricted training budget is welcome to select this option
Courses are primarily for charities and not for profits, though please contact us for corporate ticket options.
All funds raised go back into the CIC aims.-
Date: 14th April 2026 to 26th May 2026
Time: 2.00pm-3.15pm UK / 9.00am-10.15pm ET (75min) - Exact time may vary due to speaker availability
Duration: 1 hr 15min (60min content + 15min Q&A)
Format: Live Online
Course Type: Focus
For: Researchers, Fundraisers, Directors - UK, US, International
Insider Series
Welcome to a new series where we explore a day in the life of senior leaders actually working in High Finance sectors. The sessions are designed to provide in role real world experiences and perspectives for not for profits researchers and major gift fundraisers, helping us to understand the world of our senior donors better.
Overview
As philanthropy professionals, we are often researching and developing relationships with senior individuals across specialist sectors. Yet, we don’t always have a clear understanding of their roles in depth — their day-to-day responsibilities, key concerns, and how they view success.
This special series bridges that gap. Across 6 sessions, professionals from investment banking, private equity, wealth management, M&A and more will share their career journeys, sector expertise, and reflect on what charity professionals could consider when engaging with prospects.
Key Learning
Each session offers valuable insights into these specialist roles, helping us build more authentic, effective relationships for philanthropy.
What is it like to work as a Fund Manager or in Private Equity?
What are their daily roles & responsibilities?
What are their key concerns?
What was it like to sell your company?
What are the busy periods?
How do these professionals view success?
The programme will combine expert speakers with context-setting discussions from our in-house team and provide ample opportunity to get all those burning questions answered!
Speakers
John Atkin, Investment Director at Royal London - John’s career spans over 30 years at multiple big name financial institutions and has specialism in Fixed Income investment Management
Andy Smith, most recently Vice President at Corporate & Investment Bank J.P. Morgan - Andy is an experienced professional with almost 10 years in the Investment Banking sector
Rob Travis, Senior Investment Director at Rathbones - Rob’s career and experience is in creating investment strategies for HNW clients to ensure they are investing appropriately for their goals
Phillip Haines, Co Founder at Capsule CRM - Phillip is co-founder of Capsule CRM. He played a key role in successfully building and scaling the business through to acquisition (sale), and now sits on the board as a Non-Executive Director.
Shaun Horan, Senior Director at Huron - Shaun has nearly 30 years’ experience of fundraising and engagement experience. He has operated at executive-level in university management, income generation, strategy and external relations for the last two decades. He advises organisations in higher education and non-profits, spanning fundraising, engagement, strategy and governance.
Ceris Morris, Philanthropy and Development Specialist - Ceris’s career spans over 35 years including working as Director of Global Fundraising at the University of Sheffield, she co-led the University’s fundraising campaign, exceeding the £300 million target.
More to be announced shortly
Quick Glance Schedule
Session 1: ‘Investment Banking & Finance Sector', with John Atkin, Investment Director, and Andy Smith at J.P. Morgan - Tuesday 14th April 2026, 2pm BST,
Session 2: ‘High Net Worth Relations & Wealth Management’, with Rob Travis, Senior Investment Director at Rathbones - Tuesday 21st April 2026, 2pm BST,
Session 3: ‘Booming Consultancy to Company Acquisition’, with Shaun Horan, Co-Founder of Halpin Partnership - Tuesday 28th April 2026, 2pm BST
[Break]
Session 4: ‘Private Equity’, Speaker TBC - Tuesday 12th May 2026, 2pm BST,
Session 5: ‘Booming Tech Company to Private Equity Acquisition’, with Phillip Haines - Tuesday 19th May 2026, 10am BST
Session 6: ‘My Big Gifts - A Practical Exploration of Working with Senior Prospects’, with Ceris Morris, Philanthropy and Development Specialist - Tuesday 26th May 2026, 2pm BST
Sessions Synopsis
Session 1 - ‘Investment Banking & Finance Sector’, with John Atkin, Investment Director, and Andy Smith, recently of J.P. Morgan
Tuesday 26th May 2026, 2pm BST
Join our two speakers to learn about their different roles in the Investment sector, how they work with clients and insights from their combined 40 years experience.
Session 2 - ‘High Net Worth Relations & Wealth Management’, with Rob Travis, Senior Investment Director at Rathbones
Tuesday 21st April 2026, 2pm BST
Rob’s career working with HNWIs to strategise their wealth planning is a valuable conversation for any fundriasing professional who wants to engage effectively with HNWIs.
Session 3 - ‘Booming Consultancy to Company Acquisition’, with Shaun Horan, Co-Founder of Halpin Partnership
Tuesday 28th April 2026, 2pm BST
Speak with experienced fundraising professional and consultant Shaun about growing and the decision to be involved in the acquisition of his business. Gain insights into why he wanted to be acquired, what it was like and what fundraising professionals should be aware of when approaching a prospect in these circumstances.
[Break]
Session 4 - ‘Private Equity’, Speaker TBC
Tuesday 12th May 2026, 2pm BST
Learn about the Private Equity space from a professional, learn about career and sector insights in a practical way to support fundraisers who are working with Private Equity prospects. Speaker to be confirmed shortly.
Session 5 - ‘Booming Tech Company to Private Equity Acquisition’, with Phillip Haines, Co Founder at Capsule CRM
Tuesday 19th May 2026, 10am BST
Philip has grown Capsule CRM and has recently been through a company sale process, learn from his person motivations and experience about the complex world of company sales such as Private Equity and Company Sales brokers. Gain insights to what fundraising professionals should be aware of when approaching a prospect in these circumstances.
Session 6 - ‘My Big Gifts: A Practical Exploration of Working with Senior Prospects’, with Ceris Morris, Philanthropy and Development Specialist
Tuesday 26th May 2026, 2pm BST
Our final session focuses on the practical application of topics we’ve covered in our IHF series, how do we manage our senior relationships to a major gift? Explored with on the gorund experiences shared by an experienced philanthropy sector leader who has securded donations from 100k to £5m+
Session Structure
Each speaker to cover:
Opening presentation by the guest speaker
About their company/sector: overview and key dynamics
Career path: personal journey and typical progression routes
Experience working in the sector: client base, working style, success factors, busy periods
Philanthropy: reflections on philanthropy, and what charity professionals should consider when approaching individuals in this sector
Interactive Q&A with attendees
Timings
Scene Setting - by PyroTalks CIC - 15min
Guest Talk - by Guest Speaker - 20-30min
Live Q&A - with Guest Speaker - 15-20min
Debrief & Discussion - by PyroTalks CIC - 10-15min
Who is it for?
Prospect Researchers - all experience levels
Major Gift Fundraisers
Heads or Directors of Philanthropy
Any organisation engaged or aspiring to major gift fundraising
Key principles are relevant internationally
PyroTalks CIC Host
Jonathan Jeffery, Co Founder PyroTalks CIC
Jonathan is Co-Founder & Director of Pyro.Solutions & PyroTalks CIC and leads on data analytics and education.
Jonathan graduated in 2002 with a First Class Honours Degree in Business studies, specialising in finance, and holds a MSC in Banking and Finance with Distinction.
After graduating, Jonathan worked for a leading firm as a senior investment analyst, specialising in portfolio management and investment analysis, gaining a number of professional qualifications.
Jonathan then moved into higher education and lectured in company analysis, portfolio management and financial derivatives at Undergraduate, Postgraduate and MBA level. He was also appointed as Associate Dean for Education for The University of Sheffield Management School. He left this role in 2022 to focus on Pyro.Solutions and PyroTalks CIC.
Jonathan has also taught at some of the leading European Business schools, and was a visiting professor at EDHEC University between 2013-2019. He also continues to undertake risk management and treasury consultancy for a number of leading professional bodies and organisations.
Recordings
We aim to record all series and share them with attendees as a resource for your team thereafter.
Note, not all speakers may wish for their session to be recorded, so we encourage all participants to attend live as much as possible to make this an enhanced learning experience.
Tickets
Duo or Flex-Team Tickets - you do not need to provide names at booking, an open link will be sent to share with your team
Upon booking you will automatically receive two emails, a receipt of purchase & joining Instructions. Please do check spam folders. If you have booked for others, please share with them.
Includes Handout + Access to Recording for up to 1 month.
Concession tickets ideally for charities with 1m or less income, though any organisation with restricted training budget is welcome to select this option
Courses are primarily for charities and not for profits, though please contact us for corporate ticket options.
All funds raised go back into the CIC aims.-