OCT 2026 – APR 2027 · COHORT 12

Program Overview

The big picture: how the program's themes connect, the full timeline from now through Module 2, and what's due when. For day-by-day schedules see M1/M2 Itinerary; for documents and slides see Materials.

Big Picture

Learning Ark

How the core themes — from climate and multicapital strategies to fund due diligence and portfolio construction — build across Module 1, the in-between coursework, and Module 2.

Learning Ark Visual — Coming Soon

A visual mapping how each theme is introduced, developed, and applied across the program will go here.

At a Glance

Program Timeline

Every activity between now and Module 2, grouped by month. Click a month to expand it.

View Full Timeline (PDF) →

September 20263 events

By Sep 16

Registration deadline

Sep 17–25

Program Overview

Sep 30

Welcome Call

October 20267 events

Oct 19

Intro to Finance, optional — Au Premier, Zürich HB

Oct 19

Welcome Dinner — Old Town Zürich (tbc), 18:00–20:00

Oct 20–23

Module 1 — Zürich

Oct 24

Community Day, optional

Oct 25–30

Post-Module 1 digest period

Oct 26–28

Designing Multicapital Strategies for Impact — 3-day CSP training in Zürich

Oct 30

Fund DD Kick-Off

November 20266 events

Nov 6

Fund DD Milestone 1

Nov 6–27

Fund DD Milestone 2

Nov 8

Listening Tour Part 1

Nov 11

1. Alumni Story

Nov 23 – Dec 18

Listening Tour & IPS Pod Meeting 1

Nov 25

2. Engaging Your Family System

December 20264 events

Dec 1–18

Fund DD Milestone 3

Dec 9

3. Philanthropy

Jan 9–16, 2027

Fact-finding call with fund manager

Dec 19–31

End of Year Holidays — no activities planned

January 20277 events

Jan 1–8

Happy New Year — no activities planned

Jan 8–15

Fund DD Milestone 4

Jan 11–19

IPS Pod Meeting 2

Jan 15–18

Fund DD Milestone 5

Jan 19

Fund DD Milestone 6

Jan 20

4. IPS Workshop

Jan 21–26

Fund DD Milestone 7

Jan 26

Fund DD Milestone 8

February 20277 events

Jan 26 – Feb 5

Fund DD Milestone 9

Feb 5–15

Fund DD Milestone 10

Feb 9–27

IPS Pod Meeting 3

Feb 10

Fund DD Deliverable 1 — Investment Paper draft (feedback by Feb 19)

Feb 17

5. Innovative Financing

Feb 18–25

Fund DD Milestone 12

Feb 19

Fund DD Milestone 11 & Listening Tour Part 2 complete

March 20276 events

Feb 25 – Mar 8

Fund DD Milestone 13

Mar 8

Fund DD Final Investment Paper due

Mar 8–15

IPS Pod Meeting 4

Mar 15

Fund DD Milestone 14

Mar 15

IPS First Draft due

Mar 24

6. IMM

April 20277 events

Mar 22 – Apr 9

Fund DD Milestone 15

Apr 9

Investment Committee Presentation & final IPS due

By Apr 9

IPS Pod Meeting 5

Apr 11–12

Fund DD Milestone 16 — peer review

Apr 13

Welcome (Back) Apéro

Apr 14–16

Module 2 — Cambridge/Boston

Apr 17

Community Day, optional — tentative

May 20271 event

May

Post-Module 2 — join the CSP Alumni Community and start planning your next steps

Coursework

Deliverables at a Glance

Every deliverable across your three pieces of coursework, in one place. Full instructions live in the Coursework Guideline Documents above.

Fund Due Diligence

Group Assignment Nov 2026 – Apr 2027

Diligencing a real-world fund using the 4-P framework, with a group of 3–5 peers, mentored by Temple Fennell & Philip Walker.

Deliverables

Feb 10, 2027

Investment Paper draft submitted to your Fund DD mentor — feedback returned by Feb 19

Mar 8, 2027

Final Investment Paper due

Apr 9, 2027

Investment Committee Presentation due

Apr 14, 2027

Presented in class during Module 2

Investment Policy Statement (IPS)

Individual Assignment Nov 2026 – Apr 2027

Drafted throughout the course on a provided template, informed by your Listening Tour, with mentorship from James Gifford, Falko Paetzold, Nan Reid & Sam Bonsey.

Deliverables

Mar 15, 2027

1st draft due

Apr 9, 2027

2nd & final draft due — discussed in Module 2