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Understanding Investment Banking, Private Equity & Hedge Funds - 10th July 2024

from £0.00

  • Date: 10th July 2024

  • Time: 2.30pm-4.30pm UK / 9.30am-11.30pm EST

  • Duration: 2hr (90min content + 30min Q&A)

  • Format: Live Online

  • Course Type: Focus

  • For: Researchers, Fundraisers, Directors - UK, US, International

Overview

Investment Bankers, Hedge Fund Managers and Private Equity partners are amongst the top priority prospects for fundraising departments, yet understanding what they do and gaining access to reliable data to establish their wealth is challenging. 

This session will help you understand the differences between these roles, what they do and how to identify them. We’ll also examine their wealth through their remuneration packages, bonuses and long term rewards, as well as key dates, times and concerns of these roles to assist ask planning. 

Key Learning

For each of the three roles (Investment Banker, Hedge Fund Manager and Private Equity Partner) we will cover:

  • An overview of the sector and how these roles fit into the larger financial eco-system

  • Role definitions and progression path

  • A day in the life of…

  • Tips on identifying these roles (i.e. as well as differentiating between a Hedge Fund manager and a Mutual Fund Manager etc.) 

  • Wealth profile (salary, bonus & long term rewards e.g. Carried Interest)

  • Key earning drivers (ie assets under management and performance)

  • Key information sources

  • Ask Planning, key dates, times and role concerns 

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

Speakers

Jonathan Jeffery, Co Founder PyroTalks

Certificate

Certificate of Completion can be provided

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 available for any organisation with restricted training budget or with income less than 1m

  • 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.

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