MasterClassTM

Capital Roundtable

Sponsor

Association Partners

Research Partners

Media Partners

Partial List of
Past Attendees     

ACT Inc.

Advent-Morro Equity Partners Inc.

Aequitas Capital Management Inc.

Almich & Associates

Altas Partners LP

Argosy Capital

Associated Bank NA

Aston Pearl Inc.

Baltimore City Public Schools

Bederman Capital Corp.

Bennett Day School

Blackstone Group LP

Blue Wolf Capital Partners LLC

BMO Capital Markets Corp.

BMO Harris Bank NA

BrainPOP

Branford Castle Inc.

Brockway Moran & Partners Inc.

BSG Team Ventures LLC

C2 Education

Calvert Education Services LLC

Cambridge Information Group Inc.

Camden Partners Holdings LLC

Career Attainment LLC

Carl Marks Advisory Group LLC

Catapult Learning LLC

Charter Oak Equity LP

Chrysalis Ventures LLC

Clinical Information Sciences

Colbeck Capital Management

College of Health Care Professions

Conversion Partners LLC

Cooley LLP

Cushman & Wakefield Inc.

DeSilva + Phillips LLC

Dorsey & Whitney LLP

Drawbridge LLC

Drinker Biddle & Reath LLP

East Wind Advisors LLC

Education Advisory Board

Education Corp. of America

Educational Computer Systems Inc.

Edufficient

Fine Capital Partners LP

ForeFront Edu. / Illinois School of Health Careers

French American Academy

Fullbridge Inc.

Grant Thornton LLP

Gray Associates Inc.

GRO Capital LLC

Hammond Kennedy Whitney & Co. Inc.

Hawaii Medical College

HCP & Co.

InfiLaw System

IntelliTec Colleges

International Leadership Development Ltd.

J. P. Morgan Chase & Co.

Khronos LLC

Lazard Middle Market LLC

Leeds Equity Partners LLC

LIM College

McGraw-Hill School Education Group

Medtech LLC

Milestone Partners

Mount Holyoke College

New Horizons Computer Learning Centers Inc.

Nobel Learning Communities Inc.

OC&C Strategy Consultants

ORMIC

Palm Ventures LLC

Parthenon Group LLC

Penn Foster Education

Pennsylvania Department of Education

Peter J. Solomon Co. LP

PlusUltre LLC

Powers Pyles Sutter & Verville PC

Quad Partners LLC

Rasmussen College Inc.

Ritzert & Leyton PC

Robert W. Baird & Co. Inc.

Rubicon Associates LLC

Russell Reynolds Associates Inc.

Salmon Sims Thomas & Associates PLLC

Shattan Mendel Enterprises LLC

Signal Hill Capital Group LLC

Sorenson Capital Partners

Specialized Education Services Inc.

Specialized Education Services Inc.

Sterling Partners

Stifel Nicolaus & Co. Inc.

STORE Capital

StraighterLine

T. Rowe Price Group Inc.

The Parthenon Group

THL Credit Advisors LLC

Triumph Higher Education Group

United Capital Business Lending Inc.

University at Albany

Vistria Group LP

Wells Fargo Securities LLC

Whiteboard Advisors LLC

Widening Advancements for Youth

Winston Preparatory School

 

Clear the date July 24 on your calendar!

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

Attention -- Middle-Market Private Equity,
BDC, & Mezzanine Investors & Lenders

 

ENCORE CONFERENCE

 

Private Equity Investing

In For-Profit Education Companies

How More & Better Digital Tools

Are Improving Efficiencies & Outcomes

 

 

Register Now

 

CHAIRED BY

Anthony W. Miller, Partner & COO

Vistria Group LP

 

MARQUIS SPONSOR

Drinker Biddle & Reath

The Parthenon Group

 

CONTRIBUTING SPONSORS
Goldberg Kohn

 

FULL-DAY CONFERENCE

Thursday, July 24, 2014

8:00 am – 5:00 pm

New York Athletic Club

Central Park South

New York City

 

Insights From 20 Expert Speakers

Amit Avnet, Mitsui & Co. (USA) Inc.

David A. Bergeron, Center for American Progress

Anthony S. Bieda, Accrediting Council for Indep. Colleges & Schools

James A. Bland, HCP & Co.

Frank F. Britt, Penn Foster Education

David Coleman, The College Board

Raj Date, Fenway Summer LLC

Steven Hodas, New York City Department of Education
Jeffery J. Keith, Sterling Partners

Chauncy Lennon, J.P. Morgan Chase & Co.

Harold O. Levy, Palm Ventures LLC

William R. Loesch, Goldberg Kohn Ltd.

Robert Lytle, The Parthenon Group

Ronald Packard, Pansophic Learning

Mark L. Pelesh, USA Funds

Margot Rogers, The Parthenon Group

Charles P. Rose, Drinker Biddle & Reath LLP

Joshua N. Schwartz, East Wind Advisors LLC

Richard D. Segal, Rethink Education

Michael Staton, Learn Capital LLC

Jonathan D. Tarnow, Drinker Biddle & Reath LLP

 

 

Click Here to Register >>   Purchase Audio Package >>


 Visit Audio Library >>    Add to Outlook Calendar >>

 

Designed to Meet the Needs of GPs, LPs, & Managers of Buyout, Growth Equity, Mezzanine, and 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 |

Look at all three segments of the for-profit education marketplace -- Pre-K, K-12, and post-secondary -- and you’ll find one key trend that really lives up to its press releases -- more and better digital tools are improving efficiency and lowering costs.

 

And for educators, there’s no time to waste in adopting better solutions. While the U.S. spends more on education than almost any other developed nation, American students still fall way behind their international counterparts.

 

But while our educational infrastructure may not always be meeting parents’ and workplace needs, the market is producing promising technology-enabled learning tools.

 

What’s more, institutions and schools are increasingly outsourcing marketing, student recruitment, and other student support services.

 

You’ll discover exactly where investors are turning their attention when you attend The Capital Roundtable’s ENCORE conference -- “Private Equity Investing in For-Profit Education Companies” -- being held at the New York Athletic Club in New York City on Thursday, July 24th.

 

While the enthusiasm for “MOOCs” has tapered off, the migration online of some of America’s most exclusive classrooms has enhanced the allure of online education. Even elite not-for-profit institutions are turning to private for-profit companies to manage their online programs.

 

The headwind over gainful employment that has held back growth in the for-profit secondary sector may possibly dissipate in the near future -- and the new regulations about to be announced by the federal government will be a determining factor.  They could well be released by mid-July, and if so -- at this conference -- you’ll be among the first to hear from experts about the ramifications.

 

And in the K-12 space, alternative charter and private schools continue to draw intense interest -- but there’s a catch.  Many are not necessarily better than their public counterparts, but rely on the optimistic perceptions of frustrated parents. The companies that deliver measurably superior outcomes are the ones that belong in PE investors’ portfolios.

 

This is why there is now strong investor preference for companies that provide support services to both for-profit and not-for-profit colleges and schools. Many of these companies have been off the media radar, yet they offer significant profit potential in this changing marketplace.

 

Just some of these in-demand services include --

  • Marketing and recruiting solutions -- companies that do a more efficient, less expensive job than in-house staff at helping institutions reach their enrollment goals.
  • Administrative solutions -- companies that can help institutions reduce infrastructure by outsourcing services, such as information technology, bookstores, and foodservice.
  • Distance learning solutions -- companies that offer the technology and resources for institutions to convert traditional programs into online formats.
  • Classroom solutions -- companies that are specialists at helping K-12 schools implement the new Common Core standards for technology in the classroom.
  • Assessment solutions -- companies that offer independent strategies viewed as both rigorous and apolitical are getting traction, as the pendulum swings away from traditional platforms such as the College Board and ACT.
  • Student recruitment -- companies whose targeted expertise brings new levels of efficiency to this crucial function.
  • Talent management -- companies who have deep connections among multiple institutions and excel at facilitating personnel decisions.
  • Adaptive learning solutions -- companies taking the lead in digital platforms that allow learners to move at their own pace.

Here are 6 important reasons you should Register Now for this encore Capital Roundtable conference, “Private Equity Investing in For-Profit Education Companies” --

 

  1. Recognize why the growing number of IPOs coming to market -- from Chegg to Nord Anglia, from 2U to Tarena -- signals multiple opportunities.
  2. Discover why associate and industry credential programs are being prized by employers.
  3. Understand the ways content and instruction are being aligned to the Common Core, which offers new opportunities for instruction support services and products beyond content.
  4. Gain insight on the partnerships institutions are forming with entrepreneurs to create new education solutions.
  5. Find out how technology is being used to customize learning experiences and increase interactivity.
  6. Learn which business processes are most likely to be outsourced, and by which constituencies.

 

As chair of this conference, we’re delighted to welcome Anthony W. Miller, partner and COO of Vistria Group LP in Chicago -- a private investment firm focused on building market leading companies in the healthcare, education, and financial services industries.

 

Before launching Vistria, Tony was the deputy secretary and chief operating officer of the U.S. Dept. of Education.

 

Appointed by President Obama, Tony oversaw day-to-day operations of the Department, including policy-making, program management, and administrative functions for early learning, K-12, and higher education. In addition, he led implementation of $100 billion in one-time education program funding as part of the economic stimulus package.

 

Prior to working in government, Tony was a director with Silver Lake Partners, a global leader in technology investing, where he helped launch the firm’s Value Creation Team as an operating partner. From 2003 to 2006, he was an executive with LRN Corp. (an ethics and compliance software and corporate e-learning company). From 1992 to 2002, he was a partner with McKinsey & Co. serving healthcare and technology companies.

 

Tony began his career with Delco Electronics, a subsidiary of GM Hughes Electronics, where he was responsible for channel marketing programs. He holds an MBA from the Stanford Business School where he completed his studies at Stanford’s Japan Center for Technology and Innovation and a BS in industrial engineering from Purdue University.

 

Register Now to Meet 20 For-Profit Education Company Experts

 

This conference on July 24th will bring you three panel discussions led by our chair and features shared insights from top PE professionals, plus two informative keynote presentations, and two informal conversations. You will hear real-world perspectives, lessons learned and industry outlooks, plus insights on managing current portfolio companies.

 

You will also hear about notable middle-market industry deals, such as --

  • Vista Equity Partners’ acquisition of PeopleAdmin, a provider of SaaS talent management solutions for higher education organizations, from Summit Partners.
  • Warburg Pincus’ equity commitment to Dude Solutions, a provider of facility management SaaS solutions to school districts.
  • CVC Capital Partners’ investment in EIC Group, a Chinese provider of student coaching and other educational services.
  • Apax Partners’ acquisition of the European post-secondary education programs division of Career Education Corp.
  • Apollo Global Management portfolio company McGraw-Hill Education’s acquisition of Engrade, a district-level K-12 education platform.

By attending this Capital Roundtable conference, you’ll be well poised to act on the very best middle-market deal opportunities of 2014. We’ll answer questions such as --

  • What is making the for-profit education sector so attractive for middle-market PE investors in 2014?
  • Where should investors be looking for today’s best opportunities within the sector? What do the forecasts show for 2015?
  • How can first-time investors in the for-profit education space avoid traps and pitfalls?
  • How are lenders approaching for-profit education deals and what factors are behind their decisions?
  • What are the metrics and valuation guidelines that can help you judge a middle-market for-profit education deal?
  • What misconceptions are there about for-profit education investments -- and what is the reality?
  • Are there any new rules or regulations expected in 2014 affecting for-profit education?
  • What will the federal regulations coming out this July mean for the for-profit education sector?
  • What have been some recent notable deals with middle-market education companies?
  • What are the best practices for managing for-profit education portfolio companies? How are private equity firms adding value?
  • What are the most important things a firm has to get right when preparing education investments for exits?

Register Now to Reap Valuable Contacts Through Our Networking Opportunities

 

The day’s agenda includes ample time to let you --

  • Meet fellow attendees and featured speakers
  • Enhance your personal database with valuable connections
  • Share both ideas and business cards
  • If you’re an attorney or advisor -- meet new potential clients
  • If you work as an executive search professional -- meet potential prospects

Register Now To Receive Our Early Bird Rate

 

You will benefit from a generous savings of $400 off our regular price by making your reservations for this conference before May 30, 2014.

 

Keep in mind this conference is certain to fill up quickly, so you’ll want to register as soon as possible to assure yourself a seat. To avoid disappointment, please contact Joanna Russell today to confirm your attendance at 212-832-7300 ext. 0 or jrussell@capitalroundtable.com.

 

We look forward to having you join us on July 24th.

 

 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 conferences and other events and programs, please visit www.capitalroundtable.com.

 

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SPEAKING & MARKETING & BUSINESS DEVELOPMENT OPPORTUNITIES

 

We offer excellent speaking and marketing and business development opportunities to reach the middle‑market private equity community. For more details, please contact Mara Kane or Claire Notton at 212-832-7300 or by email at mkane@capitalroundtable.com or cnotton@capitalroundtable.com.

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Faculty

Chaired By

  • Anthony W. Miller, Partner & COO, Vistria Group LP

Hosted By

  • Burt Alimansky, Chairman & CEO, The Capital Roundtable

Speakers

  • Amit Avnet, Dir.--Corporate & Business Development, Mitsui & Co. (USA) Inc.
  • David A. Bergeron, V.P.--Postsecondary Education Policy, Center for American Progress
  • Anthony S. Bieda, V.P.--External Affairs, Accrediting Council for Indep. Colleges & Schools
  • James A. Bland, Partner, HCP & Co.
  • Frank F. Britt, Chief Executive Officer, Penn Foster Education
  • David Coleman, President & CEO, The College Board
  • Raj Date, Managing Partner, Fenway Summer LLC
  • Steven Hodas, Executive Dir.--Office of Innovation, New York City Department of Education
  • Jeffrey J. Keith, Operating Partner, Sterling Partners
  • Chauncy Lennon, Sr. Program Dir.--Workforce Development, J.P. Morgan Chase & Co.
  • Harold O. Levy, Managing Director, Palm Ventures LCC
  • William R. Loesch, Principal, Goldberg Kohn Ltd.
  • Robert Lytle, Partner & Co-Head--Education Practice, The Parthenon Group
  • Ronald Packard, Chief Executive Officer, Pansophic Learning
  • Mark L. Pelesh, E.V.P.--Corporate & Business Development, USA Funds
  • Margot Rogers, Vice Chairman & Senior Advisor, The Parthenon Group
  • Charles P. Rose, Partner, Drinker Biddle & Reath LLP
  • Joshua N. Schwartz, Founder & Managing Partner, East Wind Advisors LLC
  • Richard D. Segal, Managing Partner, Rethink Education
  • Michael Staton, Partner, Learn Capital LLC
  • Jonathan D. Tarnow, Partner, Drinker Biddle & Reath LLP
  • Additional speakers to be announced

 

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Schedule

 

  
07:30-08:15 Networking & Registration & Breakfast
08:15-09:00 Welcoming Remarks & Audience Introductions
09:00-09:30

Chairman's Keynote -- “Investing in Education -- The Growing Importance of Efficacy & Innovation”

  • Anthony W. Miller, Vistria Group LP
09:30-10:00

Morning Keynote -- “An EdTech Frenzy -- Identifying the EdTech Companies That Will Endure & Maybe Even Thrive

  • Robert Lytle, The Parthenon Group
10:00-10:45 Networking & Breakfast
10:45-11:45

Panel 1 -- "Private Equity Deal Pipeline -- Why PE Firms Are Investing in Companies That Provide Innovative Tools & Services to Education Companies"
Moderator:

  • William R. Loesch, Goldberg Kohn Ltd.

Panelits:

  • Amit Avnet, Mitsui & Co. (USA) Inc.
  • Frank F. Britt, Penn Foster Education
  • Jeffery J. Keith, Sterling Partners
  • Ronald Packard, Pansophic Learning
11:45-12:30

Morning Interview -- "The Changing Role of Assessments in Education -- A Conversation with David Coleman, President & CEO of The College Board"

Interviewer:

  • Margot Rogers, The Parthenon Group

Interviewee:

  • David Coleman, The College Board
12:30-01:30 Networking & Luncheon
01:30-02:30

Panel 2 -- “The Evolving Regulatory Environment -- Why PE Firms Must Focus On Transparency & Outcomes Accountability”
Moderator:

  • Jonathan D. Tarnow, Drinker Biddle & Reath LLP

Panelists:

  • David A. Bergeron, Center for American Progress
  • Anthony S. Bieda, Accrediting Council for Indep. Colleges & Schools
  • James A. Bland, HCP & Co.
  • Raj Date, Fenway Summer LLC
02:30-02:45 Networking & Dessert
02:45-03:30

Afternoon Conversation -- "The Impact of Not-for-Profit Foundations on For-Profit Education Investment Activities"

Moderator:

  • Charles P. Rose, Drinker Biddle & Reath LLP

Speakers:

  • Chauncy Lennon, J.P. Morgan Chase & Co.
  • Mark L. Pelesh, USA Funds
03:30-04:30

Panel 3 -- “Education Technologies -- How Venture Capital Portfolio Companies Are Creating Acquisition Opportunities for PE Firms”

Moderator:

  • Harold O. Levy, Palm Ventures LLC

Panelists:

  • Steven Hodas, New York City Department of Education
  • Joshua N. Schwartz, East Wind Advisors LLC
  • Richard D. Segal, Rethink Education
  • Michael Staton, Learn Capital LLC
04:30 Networking & Adjournment

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Registration

  • Early Bird Registration Fee -- and save $400 off the standard fee! Register by Friday, May 30, and the fee for the conference is $995.
  • Premiere Registration Fee -- save $200 off the standard fee! Register by Friday, June 20, and the fee for the conference is $1195.

 

  • After that, the standard fee is $1395 for the conference.

 

  • At the door, if space is available, the fee is $1495 for the conference.

 

  • Special group rates -- The Capital Roundtable offers a special discount for 2 or more people.  For more info, please contact Joanna Russell jrussel@capitalroundtable.com or 212-832-7300 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 17 at 5:00 p.m. 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 Joanna Russell jrussell@capitalroundtable.com or 212-832-7300 ext 0.

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Location

New York Athletic Club

180 Central Park South

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

We offer excellent marketing and business development opportunities to reach the middle‑market private equity community. For more details, please contact Claire Notton at 212-832-7300 ext. 117, or by email at cnotton@capitalroundtable.com.

 

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