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 Agenda; for documents and slides see Materials.

At a Glance

Program Timeline

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

September 20261 event

Sep 30

Welcome Call

Join via Zoom →

October 20266 events

Oct 19

Intro to Finance, optional

Oct 19

Welcome Dinner

Oct 20–23

Module 1 — Zürich

Oct 24

Community Day, optional

Oct 25–30

Post-Module 1 digest period

Oct 30

Fund DD Kick-Off (Expand ↓)

Get to know your Fund DD team members.
Assign team roles - COO, CIO, Liaison.
Define how you will work together, i.e. set up recurring working group calls, e.g., every Tuesday.
Decide how you will divide the work in the group.
Schedule kick-off call with your mentor by November 13th and Introductory call with the fund manager by December 5th.
Submit scanned NDAs to access the Fund Data Room to Marietta.

November 20266 events

Nov 6

Fund DD Milestone 1 (Expand ↓)

Gain access to Fund Data Room (subject to signed NDA).
Review coursework materials and ask clarifying questions.
Attend first all-hands call with your group, including your mentor.
Attend introductory call with fund manager (subject to availability) and debrief with your mentor right afterwards.

Nov 6–27

Fund DD Milestone 2 (Expand ↓)

Review the information in the data room at a high level.
Formulate questions to ask the fund manager.
Start to write down observations per ‘‘P’’ in the Due Diligence Framework (excel sheet) and the Investment Paper.

Nov 11

Online Session 1: Alumni Story: Alexa Firmenich

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Nov 23–Dec 8

Pod Meeting (Expand ↓)

Listening Tour Part 1 – Know what you own due (Input for the pod)

Nov 25

Online Session 2: Engaging Family & Your Ecosystem

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December 20263 events

Dec 1–18

Fund DD Milestone 3 (Expand ↓)

Liaison arranges status call with the entire group and the Fund DD mentor to check-in on progress and formulate questions to the fund manager.
Liaison arranges fact-finding call with the fund manager between January 8th - 22nd.

Dec 9

Online Session 3: Guiding Lights Workshop with Sam Bonsey and Linda Rincón (the ImPact)

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Dec 19–31

End of Year holidays – no activities planned

January 20277 events

Jan 1–8

Happy New Year — no activities planned

Jan 9–22

Fund DD Milestone 4 (Expand ↓)

Attend fact-finding call with fund manager, ask your questions, and take notes relating to your “P” during the whole call. Note that the Fund DD mentor should be present during this call. We recommend recording the call so you can re-watch as needed.
Debrief with Fund DD mentor right afterwards.
COO informs Marietta, Phil, and Temple on progress and any issues.
Note: COO must promptly inform Marietta of any issues arising (e.g. delays in the timeline or collaboration issues within the team).

Jan 11–19

Pod Meeting

Jan 20

Online Session 4: Investment Strategy (IS) Workshop with James Gifford

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Jan 22–29

Fund DD Milestone 5 (Expand ↓)

Group collates outstanding questions they wish to ask the fund manager and which will be submitted in writing.
COO oversees this process and collates final list of questions.

Jan 29

Fund DD Milestone 6 (Expand ↓)

Liaison submits further questions to fund manager with deadline for response by February 5th.

Jan 29 – Feb 5

Fund DD Milestone 7 (Expand ↓)

The Group completes preliminary Fund DD assessment based on available information from the fund manager and completes the Fund DD Framework (excel sheet).
COO oversees process.
Liaison sends reminder to fund manager to ensure responses to questions are submitted.
Liaison arranges review call with the Fund DD mentor and the group.
Liaison sends reminder to fund manager to ensure responses to questions are submitted by February 5th.
Liaison arranges review call with the Fund DD mentor and the group by February 5-12.

February 202710 events

Jan 29 – Feb 5

Fund DD Milestone 7 (Expand ↓)

The Group completes preliminary Fund DD assessment based on available information from the fund manager and completes the Fund DD Framework (excel sheet).
COO oversees process.
Liaison sends reminder to fund manager to ensure responses to questions are submitted.
Liaison arranges review call with the Fund DD mentor and the group.
Liaison sends reminder to fund manager to ensure responses to questions are submitted by February 5th.
Liaison arranges review call with the Fund DD mentor and the group by February 5-12.

Feb 5

Fund DD Milestone 8 (Expand ↓)

Liaison collates responses from fund manager in writing and shares with the group and Fund DD mentor.

Feb 5–15

Pod Meeting (Expand ↓)

Listening Tour Part 2 – Know whom to approach aand how due

Feb 5–18

Fund DD Milestone 9 (Expand ↓)

Review answers from fund manager.
Group writes up their assessment, scoring, observations and comments into the Investment Paper (template and populated example provided).
Assess whether you wish to have another call with the fund manager and if yes, schedule one.
Note: there will be an open Q&A call with Temple and Phil scheduled during this timeframe.

Feb 7–16

Fund DD Milestone 10 (Expand ↓)

Liaison schedules call with fund manager if required and ensures debrief with the Fund DD mentor and the team afterwards.

Feb 17

Online Session 5: Innovative Financing or Alumni Story with Aunnie Patton Power & Julie Engelhorn (tentative)

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Feb 19

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

Group (aka The Investment Team) works together to finalize and submit the first draft of the Investment Paper. Note this is a draft deliverable, and the group will continue the DD process following feedback from the Fund DD mentor.
COO submits the Investment Paper to their Fund DD mentor for review and feedback by February 26th.

Feb 19

Listening Tour Part 2 Completion

Feb 26

Fund DD Milestone 11(Expand ↓)

Receive feedback from Fund DD mentor on the Investment Paper.
Liaison arranges call with Fund DD mentor and the group to go over feedback.
Aim between February 27th and March 5th.

Feb 26 – Mar 5

Fund DD Milestone 12 (Expand ↓)

Group and Fund DD mentor have a call to go over the feedback on the Investment Paper and identify next steps.

March 20278 events

Feb 26 – Mar 5

Fund DD Milestone 12 (Expand ↓)

Group and Fund DD mentor have a call to go over the feedback on the Investment Paper and identify next steps.

Mar 5–12

Fund DD Milestone 13 (Expand ↓)

Group finalizes the Investment Paper, due on March 12th.
Decide as a group on whether the DD process is deemed sufficient or whether additional diligence would be required.
COO coordinates and oversees the work.

Mar 8–15

Pod Meeting (Expand ↓)

Listening Tour Part 3 – Know what you want due

Mar 12

Fund DD Final Investment Paper due(Expand ↓)

COO submits the final Investment Paper to the Fund DD mentor and Marietta.
The Fund DD Mentor will provide a score for the group’s effort by March 26th.

Mar 15

IS First Draft due(Expand ↓)

Submit your first IS draft to Marietta and the IS mentor. Highlight any particular areas where you would like feedback on and arrange 1:1 conversations with your mentor, as needed.

Mar 19–26

Fund DD Milestone 14 (Expand ↓)

Fund DD Mentor shares coursework score with the group (no pass/fail).
Group thanks the fund manager for their time in the process.
Group organizes final call with Mentor.

Mar 24

Online Session 6: Impact Measurement and Monitoring – case studies from Single Family Offices with Moritz Kortekangas (ISFO)

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Mar 26 – Apr 12

Fund DD Milestone 15 (Expand ↓)

The group collaborates to produce the Investment Committee Presentation (two-slides), to be presented in-class during Module 2.
Note: the groups will be assessed on their DD evaluation as well as their presentation skills during Module 2. Each team has 10 min to present using two slides which will be printed – no screens used.
COO ensures the group is on schedule to submit the presentation on April 12th.
Optionally, the group works with the Fund DD mentor on the ‘Trust But Verify’ process, which includes further desk research and 3rd party interviews as part of reference checks.

April 20278 events

Mar 26 – Apr 12

Fund DD Milestone 15 (Expand ↓)

The group collaborates to produce the Investment Committee Presentation (two-slides), to be presented in-class during Module 2.
Note: the groups will be assessed on their DD evaluation as well as their presentation skills during Module 2. Each team has 10 min to present using two slides which will be printed – no screens used.
COO ensures the group is on schedule to submit the presentation on April 12th.
Optionally, the group works with the Fund DD mentor on the ‘Trust But Verify’ process, which includes further desk research and 3rd party interviews as part of reference checks.

Apr 9

Investment Committee Presentation & final IS due

By Apr 9

Pod Meeting

Apr 12

Investment Committee Presentation & final IS due(Expand ↓)

Submit the Investment Committee Presentation to Marietta, Phil and Temple:
Submit final IS to Marietta.

Apr 12–13

Fund DD Milestone 16 (Expand ↓)

Prepare for your group’s presentation in Module 2.

Apr 13

Welcome (Back) Apéro

Apr 14–16

Module 2 — Cambridge/Boston

Apr 17

Community Day, optional

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 19, 2027

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

Mar 12, 2027

Final Investment Paper due

Apr 12, 2027

Investment Committee Presentation due

Apr 14, 2027

Presented in class during Module 2

Investment Strategy (IS)

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 11, 2027

2nd & final draft due — discussed in Module 2