Go Beyond Insiders to Find Hidden Wealth in Forms ADV and 13F You may be familiar with SEC filings for public company insiders, but did you know that ultra-wealthy prospects trigger other SEC filings as well—even if they have no public company insider status at all? Forms ADV and 13F can reveal family offices, investment… Read More »Beyond Insiders: Wealth in SEC Filings Workshop
Gift “Kapacity” Ratings in the K-Shaped Economy What if you're missing your biggest prospects because you're using the wrong measuring stick? Here's a wake-up call: In 2022, half of all principal gifts to colleges and universities came from people who never walked across the campus as students. As the K-shaped economy continues to concentrate wealth… Read More »K-Shaped Capacity Ratings Workshop
This moderated debate will explore differing viewpoints on management structures, wealth screening, public data, vendor reliance, due diligence, and established professional best practices—bringing to light the real tradeoffs behind the choices we make every day. Speakers will discuss how these topics influence prospect identification, qualification, portfolio strategy, fundraiser support, and ethical decision-making. Attendees will be… Read More »Across the Divide: An Apra Talks Debate