MasterClassTM

Capital Roundtable

 

Sponsors

 

Partial List of
Past Attendees

2tor Inc.

AboutEdu Inc.

Achieve3000 Inc.

AdvancePath Academics Inc.

AEA Investors LP

Allen Evans Klein International

Alpine Investors LP

Alvarez & Marsal

American Academy

American Management Association Inc.

Americas Choice Inc.

Andersen Associates

Antenna International

Apax Partners LP

ARC Advisors (HK)

Argo Inc.

Argosy Capital

Arlington Capital Partners

Assoc. of Private Sector Colleges & Universities

Audax Group

Austin Ventures LP

Barrington Research Associates Inc.

BC Partners Inc.

Berkery Noyes & Co.

Bertelsmann AG

BIA Digital Partners

Blue Harbour Group

BMO Capital Markets

Boston Ventures

Brant Point Partners

BridgeSpan Financial

Brightside Academies

BrightWork Capital

BSG Team Ventures

C/H Global Strategies

Calvert Education

Camden Partners

Campus Direct Inc.

Capital One Bank USA

Career Education Corp.

Castanea Partners

CBIZ Mahoney Cohen

Champion College Services Inc.

Charter Oak Capital

Chicago Growth Partners

CMS Companies

Coady Diemar Partners LLC

College Board

Columbia Capital LLC

Communispond Inc.

Compass Knowledge

Conversion Partners

Conway Del Genio Gries & Co. LLC

D. E. Shaw & Co. LP

Deloitte & Touche LLP

DeSilva & Phillips LLC

DeVry Inc.

Diamond Castle Holdings

Dickstein Shapiro LLP

Disney Publishing Worldwide Inc.

Dow Lohnes Government Strategies LLC

Dow Lohnes PLLC

Drinker Biddle & Reath

Duane Morris LLP

Dunning Capital LLC

East Wind Advisors

Edison Ventures

Education Growth Partners LLC

Education Management

Education Realty Group

Education Week-Editorial Projects in Education

EducationDynamics

Edwards Angell

Eisner LLP

Epic Partners LLC

Fenway Partners LLC

Fidelity Investments

Finn Dixon & Herling

Florida Institute of Tech.

ForProfit EDU

Fox Hill Capital LLC

Fullbridge Inc.

GE Capital

Gemini Investors

Generation Partners

Global Alliance Ltd.

Global Education Co.

GlobalHealth Education & Training

Goodwin Procter LLP

Grant Thornton LLP

Greenhill Capital

GRO Capital LLC

Ground Swell Equity Partners LP

Gryphon Investors

Halyard Capital

Hamilton Lane

Hamilton White Group

Harris Williams

Heathcourt Madison

Huron Capital Partners

Hylton Associates

Idea Foundry Inc.

Innovative Entrepreneurship Inc.

Inside Jobs Inc.

InsideTrack Inc.

Insight Schools Inc.

Invus Group LLC

ITCourseware.com

J. P. Morgan Chase

Jordan Edmiston Group

K. R. Management

K12 Inc.

Kaplan Inc.

Kilimanjaro Education Foundation

Knowledge Universe Education LP

Kohlberg Kravis

LaSalle Capital Group

Leeds Equity Partners

Liberty Partners LP

LLR Partners Inc.

Lucas Group

Macquarie Capital (USA) Inc.

Madison Dearborn Partners LLC

Management Consultant

Maverick Capital Ltd.

McCarter & English

McClintock & Associates

McGladrey

McGraw-Hill Companies

Media & Entertainment Strategy Advisors

MetSchools Inc.

MHT Partners LP

Monitor Clipper Partners LLC

Montclair Board of Education

Morgan Joseph & Co.

Morgan Stanley Private Equity

Mosaica Education

Mountbatten Institute

Murray Devine & Co.

New England Board of Higher Education

New Markets Venture Partners LLC

New Mountain Capital

New View Advisors

New York Life Capital Partners LLC

New York Times Co.

NextGenEdu

Noah Fund LLC

North American Capital Corp.

NorthStar Capital Market Services Inc.

Nova Venture Fund Ltd.

Open English

Palm Ventures LLC

Parthenon Group LLC

Penfund

Perot Investments

Piper Jaffray & Co.

Powers Pyles

Primus Capital Funds

Providence Equity

Quad Partners LLC

RBC Capital Markets

RBG Capital Partners

Red Dog Ventures

Regent Education Inc.

Revolution Learning

Riesenbach Strategic Advisors

Ritzert & Leyton PC

Riverside Co.

Roberts & Co. LP

Rocket Learning Inc.

Ropes & Gray LLP

Russell Reynolds

Salmon Sims Thomas & Associates PLLC

Sankaty Advisors LLC

Scholastic Inc.

School Choice International Inc.

Serent Capital LLC

Sessions College for Professional Design

Sessions.edu Inc.

SNR Denton

Sorenson Capital

Soros Fund Management

Specialized Education Services Inc.

Spectra Advisors

Squire Sanders & Dempsey LLP

St. Charles Capital

Sterling Partners

Stifel Nicolaus & Co.

Studybeat.com Inc.

Summer Street Capital

SunTrust Robinson Humphrey Inc.

Sutter & Verville PC

TA Associates Inc.

Teachers' Private Capital

Thomas L. Creel PC

Tooling University LLC

Trident Capital LP

Trophy Point Capital

Tutor.com Inc.

U. S. Corporate Education

University Ventures Fund LLC

Valhalla Partners

ValueAct Capital LLC

Vector Careers

Vistage International

Wafra Partners LLC

Weiser LLP

Weld North LLC

Wicks Group

YTI Career Institute

 

Association Partners

Research Partners

Capital IQ

Media Partners

The Deal

 

 

 

 

 

Clear the date July 21 on your calendar!

CLICK HERE now to register before it's too late!
 

An Encore MasterClass™

For Middle-Market Private Equity

 & Mezzanine Investors & Lenders

 

Private Equity Investing

In Middle-Market Education Companies

Succeeding at All Levels
From Primary to Professional

 

  Attendance Is Limited!

  CLICK HERE to Register Now

                         

CHAIRED BY

Daniel L. Black, Managing Partner

Wicks Group of Companies LLC

 

Featuring 20 Expert Speakers Including --

  • Diane Auer-Jones, Career Education Corp.
  • John A. Bates, Arlington Capital Partners
  • Brooke B. Coburn, Carlyle Group LLC
  • Christina Erland Culver, C/H Global Strategies LLC
  • Mark B. DeFusco, USC Center for Higher Education Policy Analysis
  • Lincoln E. Frank, Quad Partners LLC
  • Jacques V. Galante, Leeds Equity Partners LLC
  • Jonathon C. Glass, Dow Lohnes PLLC
  • Michael B. Goldstein, Dow Lohnes PLLC
  • Sara Gubins, Bank of America Merrill Lynch
  • Vivek Kamath, Berkery Noyes & Co. LLC
  • John S. Katzman, 2tor Inc.
  • Robert Lytle, Parthenon Group LLC
  • Janet Lewis Matricciani, Antenna International
  • Gregory O'Brien, CollegeBound Network
  • Seth Reynolds, Parthenon Group LLC
  • James A. Rowan, Stifel Nicolaus Weisel
  • Arlin Schmidt, Cortiva Education Inc.
  • Joshua N. Schwartz, East Wind Advisors LLC
  • Scott J. Troeller, Veronis Suhler Stevenson Partners LLC
  • Stuart J. Udell, Catapult Learning
  • Scott A. Wieler, Signal Hill Capital Group LLC
  • Susan H. Wolford, BMO Capital Markets Corp.

 

Click Here to Register >>   Purchase Audio Package >>

 


 Visit Audio Library >>    Add to Outlook Calendar >>

 

FULL-DAY MASTERCLASS

Thursday, July 21, 2011

8:00 am – 5:00 pm
New York City 

Designed to Meet the Needs of GPs, LPs, & Managers of Buyout, Growth Equity, Mezzanine, & Lending Funds, as Well as Independent Sponsors, Operating Partners, Portfolio Company Managers, and the Bankers, Lawyers, Accountants,

& Other Advisors Who Support Them

 

Faculty | Schedule | Registration | Location | Sponsorship | Audio Package |

No longer are for-profit post-secondary education providers the only businesses exciting to investors.

 

The for-profit primary and secondary school market continues to experience high investor interest.  

 

This is being driven by --

  • changes in communications technology
  • the changing needs of our information society workforce
  • and the realization by our policy makers that returns on education spending are low -- and heading lower.

Even without the benefit of Title IV funds, for-profit primary and secondary education is very much in the spotlight, owing to parental concerns over the quality of education in public schools, and from the corresponding growth in alternative delivery channels such as charter schools and online learning.

 

What’s more, the opportunities for education technology providers are exceptionally bright, given the demand for data in a variety of areas such as assessment and student outcomes. For example, there are companies that are increasingly focused on providing assessment tools that track student learning and tailor individual lesson plans.  Or companies providing advanced tools for test delivery, grading, and reporting.

 

In addition, other new advances in educational technology are showing up in both consumer and professional products.  Language learning software.  Life long and avocational learning.  Companies that deliver services to students with learning disabilities or other special needs.  Even a whole new generation of products and services for teacher training and development.

 

So if you’re viewing the for-profit education sector from a 2010 perspective -- and even if you attended our last education conference back in January -- it’s time to update your outlook on the trends of 2011 and the projections for 2012. 

 

You’ll gain the knowledge you need at The Capital Roundtable’s full-day encore conference on Thursday, July 21, in New York, with all-new content --

 

Private Equity Investing

In Middle-Market Education Companies --

Succeeding at All Levels
From Primary to Professional

 

And when you’re one of the first to raise your hand, we’ll reward your promptness with our generous Early Bird Discount

 

Just make your reservation by June 3, 2011, and you’ll receive savings of $400!

 

While all this change is happening, the regulatory climate has been improving.  The power shift in the House of Representatives has delayed implementation of many initiatives that would certainly have made business more difficult for current for-profit providers.  

 

While the proposed regulations may not go away, the legislators with oversight are reluctant to fund them.

 

This has given post-secondary providers in particular -- those who rely on Title IV student financial assistance -- more time to self-police.  The Department of Education’s final recommendation on gainful employment -- which would tie providers’ eligibility for federal student aid to graduates’ ability to get jobs and repay their loans -- has not yet been issued and its implementation continues to be delayed.

 

Up Close & Personal Learning from 20 Education Industry Specialists.

 

This encore MasterClass on Thursday, July 21, in New York will feature completely up‑to‑date information on education industry issues, directions, and deals.  

 

And the information flow is two-way -- this is a conference where you’ll be involved, challenged, and thoroughly immersed in the strategies the experts use to achieve rewards.

 

You’ll understand such growing areas as corporate training, as companies are once again budgeting for this investment in their workforces.  And we’ll look at which areas of vocational education are experiencing the greatest demand, from hospitality to beauty, from culinary to IT technology.  The model for such education is rapidly changing, as content moves from the classroom to online methodologies.

 

To serve as headmaster for this conference, we’re extremely pleased to welcome Daniel Black of The Wicks Group, a New York City based private equity firm that seeks to acquire and develop companies in selected segments of the information, education and media industries.

 

Daniel is a Managing Partner at Wicks, and spends a substantial amount of his time sourcing and managing investments in the education industry.  He also serves on the boards of all of Wicks’ operating companies.

 

Previously, Daniel was co-head of merchant banking at BNY Capital Markets Inc., responsible for investing the firm’s capital in private equity partnerships, and managing relationships with financial sponsors with private equity firms.  He is also a director of the Advent Claymore Group of closed end public mutual funds and formerly a trustee of Bank Street College of Education.  Daniel received his AB from Dartmouth College in Government.

Along with Daniel, our four panel discussions will feature 20 knowledgeable private equity experts in the education space, including GPs, portfolio company operating executives, investment bankers, lenders, consultants, and more. They will share their real-world perspectives, lessons learned and industry outlooks, including insights on recent deal activity and managing current portfolio companies.

Register now for both the questions and the answers to middle-market education matters --

 

  • What is the current state of federal regulations on the education space?  What is the latest word on gainful employment?
  • Are state regulators in sync with, or diverging from, U.S. Department of Education proposals?
  • Which careers are in prime demand by post-secondary students?  Culinary arts?  Allied health?  Information technology?  Other areas?
  • Who are the standout companies in the post-secondary space?  Where are they focusing their efforts?
  • What are the most promising opportunities in the K-12 space?
  • What technology advancements are changing the game with for-profit education companies?
  • What recent middle-market deals are notable?  What deals are in the pipeline?
  • What is happening to the roles of teachers and instructors?  How should the industry be adapting?
  • How are lenders viewing education deals, and what criteria are foremost?
  • How are private equity firms adding value to their education portfolio companies?
  • And much, much more.

 

Networking That’s as Productive As Your Learning.

 

Our previous education conferences have filled up quickly for good reason -- we provide exceptional opportunities to connect with fellow attendees and featured speakers.  With planned session breaks and an open lunch, you’ll have plenty of time to exchange ideas and business cards in an informal, collaborative setting.

 

You should attend this MasterClass if you are a --

 

  • GP or LP looking to invest in education companies.
  • New PE firm considering investing in education.
  • Hedge fund manager or venture capitalist interested in this specialized space.
  • Partner or operating executive of an education portfolio company.
  • Lender seeking participation in education transactions.
  • Investment banker pursuing deals with education companies.
  • Attorney or advisor representing education companies.
  • Executive search professional recruiting for the PE industry.

 

Remember, register with our Early Bird Discount by June 3, 2011, and you’ll save $400 off our standard fee! Please make your reservation now while seats are available; we don’t want you to be disappointed later.  We’ll be looking forward to greeting you.

 

For more information, please feel free to contact Shaina Mardinly at 212-832-7333 ext. 0 or smardinly@capitalroundtable.com.

 

This conference is being produced by The Capital Roundtable, America’s leading conference organization focusing on “need-to-know” information for professionals in the middle-market private equity community.  For more information about The Capital Roundtable’s 30 annual MasterClasses and other events and programs, please visit www.capitalroundtable.com.

The Capital Roundtable thanks Dow Lohnes PLLC and Parthenon Group LLC for sponsoring this outstanding event. It’s due in great part to their collaboration and support that we have the resources to make this event so worthwhile for you.

 

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Faculty

Chaired By

  • Daniel L. Black, Managing Partner, Wicks Group of Companies LLC

Hosted By

  • Burt Alimansky, Managing Partner, Alimansky & Bethell Group, and Chairman, The Capital Roundtable

Speakers

  • Diane Auer-Jones, Vice President, Career Education Corp.
  • John A. Bates, Partner, Arlington Capital Partners
  • Brooke B. Coburn, Managing Director, Carlyle Group LLC
  • Christina Erland Culver, Co-Founder, C/H Global Strategies LLC
  • Mark B. DeFusco, Senior Research Associate, USC Center for Higher Education Policy Analysis
  • Lincoln E. Frank, Managing Partner, Quad Partners LLC
  • Jacques V. Galante, Managing Director, Leeds Equity Partners LLC
  • Jonathon C. Glass, Member, Dow Lohnes PLLC
  • Michael B. Goldstein, Member, Dow Lohnes PLLC
  • Sara Gubins, Equity Research Analyst, Bank of America Merrill Lynch
  • Vivek Kamath, Managing Director, Berkery Noyes & Co. LLC
  • John S. Katzman, Chief Executive Officer, 2tor Inc.
  • Robert Lytle, Partner, Parthenon Group LLC
  • Janet Lewis Matricciani, Chief Executive Officer, Antenna International
  • Gregory O'Brien, Chief Executive Officer, CollegeBound Network
  • Seth Reynolds, Partner, Parthenon Group LLC
  • James A. Rowan, Managing Director, Stifel Nicolaus Weisel
  • Arlin Schmidt, President & CEO, Cortiva Education Inc.
  • Joshua N. Schwartz, Managing Director, East Wind Advisors LLC
  • Scott J. Troeller, Partner, Veronis Suhler Stevenson Partners LLC
  • Stuart J. Udell, President & CEO, Catapult Learning
  • Scott A. Wieler, Chairman & CEO, Signal Hill Capital Group LLC
  • Susan H. Wolford, Managing Director, BMO Capital Markets Corp.

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Schedule

 

MasterClass
07:30 - 08:15
08:15 - 08:45
08:45 - 09:45

09:45 - 10:30
10:30 - 11:00

11:00 - 12:00

12:00 - 01:00

01:00 - 02:00


02:00 - 02:45
02:45 - 03:00
03:00 - 04:00



04:00 - 05:00


05:0
0

  

Thursday, July 21, 2011

Registration, Networking, & Continental Breakfast

Welcoming Remarks & Audience Introductions

Introductory Keynote -- “Parthenon Perspectives -- Regaining Post-Secondary Momentum”

Chairman’s Keynote -- “Multiple Pathways to Education Investing
Coffee & Networking Break

First Panel -- “From the Trenches --Five Private Equity Investors Report Why they Invest in For-Profit Education Companies”  

Luncheon & Networking

Second Panel -- “Staying Ahead of the Regulatory Curve -- Assessing & Navigating the Business Implications of Gainful Employment, State Authorization, & Other Developments” 

Interview Keynote -- "Insights & Opportunities in K-12 & Higher Education"

Coffee & Networking Break

Third Panel -- “Technology Marches On -- How Disruptive Innovation & New Technology Are Changing the Classroom & Opening New Doors for Educational Investments”

Fourth Panel -- “Sourcing, Valuing, Structuring & Financing Transactions -- What Four Key Industry Professionals See for the Return of Education Deals” 

Networking & Adjournment

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Registration

  • Early Bird Registration Fee -- and save $400 off the standard fee! Register by Friday, June 3, and the fee for the MasterClass is $995.
  • Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, June 24, and the fee for the MasterClass is $1195.
  • After that, the standard fee is $1395 for the MasterClass.
  • At the door, if space is available, the fee is $1495 for the MasterClass.
  • Special group rates -- The Capital Roundtable offers a special discount for 2 or more people.  For more info, please contact Shaina Mardinly smardinly@capitalroundtable.com or 212-832-7333 ext 0.


Click Here to Register >>    Purchase Audio Package >>

 

 Visit Audio Library >>    Add to Outlook Calendar >>

 


You can pay by credit card (using the links above) or by check. Mail your check and business card to: New York Business Roundtable Inc., 12 East 44 Street, Penthouse, New York, NY 10017.

If the program is oversubscribed, we will notify you immediately and not charge your credit card.  (If you need to cancel, please do so by Thursday, July 14 at 5:00pm, and we will credit you for a future MasterClass.)


From time to time, for reasons beyond Capital Roundtable's control, program schedules and speakers become subject to change.  We make every effort to announce substantive changes by email to registrants at least 48 hours in advance.

Have a special question?  Please contact Shaina Mardinly at 212-832-7333 ext.0 or by email at smardinly@capitalroundtable.com.

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Location

The University Club
College Hall -- First Floor
One West 54 Street (at 5th Avenue)
New York City

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Audio Package

Can't attend but want to hear the program? You can buy the audio package along with the handouts. Purchase the audio package online now.

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Sponsorship

The Capital Roundtable offers excellent marketing and business development opportunities to reach the middle-market private-equity community . For more details, please contact Dana DeMattia at 212-832-7333 or by email at ddemattia@capitalroundtable.com.

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