MasterClassTM

Capital Roundtable

Co-Host

Sponsor

Partial List
Of Past Attendees

Alpine Investors LP

American Academy Inc.

Arlington Capital

Berkery Noyes & Co. LLC

BMO Capital Markets

Calvert Education

Camden Partners

CBIZ Mahoney Cohen

Charter Oak Capital

Chicago Growth Partners

Cobblestone--
Harris Williams

Communispond Inc.

Compass Knowledge

Dickstein Shapiro LLP

Dow Lohnes PLLC

Eisner LLP

Florida Institute of Tech.

Fox Hill Capital LLC

Gemini Investors

Goodwin Procter LLP

Greenhill Capital

Idea Foundry Inc.

Insight Schools Inc.

Invus Group LLC

ITCourseware.com

Jordan Edmiston Group

K12 Inc.

LaSalle Capital Group LP

Morgan Joseph & Co.

Mosaica Education Inc.

Nova Venture Fund Ltd.

Parthenon Group LLC

Primus Capital Funds

Quad Partners LLC

Riverside Co.

Scholastic Inc.

Soros Fund Management

Stifel Nicolaus & Co.

Summer Street Capital

Teachers' Private Capital

Tooling University LLC

Weiser LLP

Wicks Group

YTI Career Institute

Media Partners

 

The Deal

Buyouts

VC Experts

Capital IQ

Research Partners

 

Clear the date January 14 on your calendar!

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

  An Encore MasterClass™

     For Middle-Market Private Equity Investors

 & Mezzanine Lenders

 

PE Investing in Education Companies

How to Differentiate Your Strategy

To Be Successful in This White-Hot Sector

  Attendance Is Limited!

  CLICK HERE to Register Now

                          

  CHAIRED BY

  Bruce A. Eatroff, Partner
                     Halyard Capital                  

 

     Featuring 20 Expert Speakers Including --

  • Philip A. Alphonse, Sterling Partners
  • Jeffrey S. Barber, TA Associates Inc.
  • Jay Bartlett, Parthenon Group LLC
  • John A. Bates, Arlington Capital Partners
  • Daniel L. Black, Wicks Group of Companies LLC
  • Christina Erland-Culver, C/H Global Strategies LLC
  • Thomas Hylden, Powers Pyles Sutter & Verville PC
  • Mark E. Jennings, Generation Partners LP
  • Andrew E. Kaplan, Quad Partners LLC
  • Robert Lytle, Parthenon Group LLC
  • Michael P. McQueeney, Summer Street Capital Partners LLC
  • Edward P. Meehan, Arcady Bay Partners
  • Bradley Palmer, Palm Ventures LLC
  • Scott A. Perricelli, LLR Partners Inc.
  • Jacqueline Reses, Apax Partners LP
  • Carlo Salerno, BridgeSpan Financial LLC

  • Joshua N. Schwartz, East Wind Advisors LLC

  • Raymond N. Shu, GE Capital
  • Jeffrey M. Silber, BMO Capital Markets Corp.
  • Shawn D. Terry, MHT Partners LP
  • Britt Trukenbrod, William Blair & Co. LLC

Click Here to Register >>   Purchase Audio Package >>


 Visit Audio Library >>    Add to Outlook Calendar >>

FULL-DAY MASTERCLASS

Thursday, January 14, 2010

8:00 am – 5:00 pm
New York City
 

Designed to Meet the Needs of GPs, LPs, & Managers of Buyout, Growth Equity,
 & Mezzanine Funds, As Well as Officers & Directors of Their Portfolio Companies, Independent Sponsors, and Investment Bankers, Lenders, Industry Executives, Lawyers, & Other Advisors Who Work with Them

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

While many private equity sectors lie flat with virtually no activity, education continues to grow by leaps and bounds. As the “jobless recovery” continues, people who are unemployed, underpaid, or seeking new jobs are turning to for-profit education providers to enhance job skills, prepare for new careers, or gain needed certification.

 

And while support for public education is a key tenet of the Obama administration, the reality is different from the hype. States such as California are seeing their budgets slashed to the bone, making it imperative they control costs through deployment of outside tools and services.

 

Taken together, these trends make for a huge growth opportunity, and it’s why the news from the sector has continually been positive over the past months.  Just some recent examples include Princeton Review purchasing Penn Foster Education Group, TA Associates acquiring Vatterott College, and Corinthian Colleges buying Heald College -- with another dozen companies in various stages of transaction right now.

 

But this begs three big questions among market-savvy investors --  

  • Is this a market top?
  • Will the people who get $50K loans for college tuition also get jobs to pay them back?
  • Is this a real long-term fundamental trend or simply a derivative of the weak economy?

 

The answers are vital for everyone who invests in, follows or is affected by the education sector - most of all you. Which is why you should click here now to register for The Capital Roundtable’s second annual full-day MasterClass™ being held January 14 in New York City --

 

PE Investing in Education Companies --

How to Differentiate Your Strategy

To Be Successful in This White-Hot Sector

 

This is an exceptionally timely way to gain a total picture of the opportunities in 2010 for education companies. You’ll discover how you can best participate in the deal activity, what developments are on the horizon, and what you can do right now to make your current portfolio companies more competitive and profitable.

 

And here’s a quick lesson on the benefits of decisiveness -- you can sign up now and receive a $300 Early Bird Discount!

 

For-Profit Education is the Name of the Game.

 

Attitudes toward post-secondary education are undergoing a sea of change, where for-profit providers using the newest technologies and tools are no longer regarded as second fiddle. In high-demand areas such as nursing, allied health, IT networking and culinary arts, for-profit education has newfound credibility with employers and media opinion leaders -- and increasingly, the edge with student enrollment.

 

It’s why many not-for-profit educational institutions have folded, shuttered, and/or sold campuses, or in some cases converted to for-profit status. Working adults are looking for degrees and other credentials that provide a competitive edge in a tight job market, and they are weighing their choices of institution with an entirely new set of decision criteria.

 

At our initial 2009 Education MasterClass, every seat was filled with investors, lenders, and other professionals looking to be updated on this exciting area. And we expect our second full-day MasterClass™ on Thursday, January 14, 2010, to be no different. You’ll quickly get up to speed on where the demand is projected to be for the coming decade. Plus you’ll hear how both private and public investors currently view the industry and what steps you can take to reap the most benefit.

 

So if you’re a PE investor or mezz lender -- please register now.

 

The content of this MasterClass is fresh, timely, and unavailable anywhere else -- not in print, not online, only here. What’s more, it’s all live, candid, and open for discussion -- you’ll have plenty of time to network with our featured speakers, plus your fellow attendees, between panel presentations and over lunch. You can expect detailed answers to such real-world issues as --

  • What curriculum areas hold the greatest attraction for the 18-36 year old post-secondary student?
  • How is the Obama administration’s priority focus on education likely to aid investors?
  • What government and employer subsidies can you qualify for?
  • What are the present barriers to entry, and how are successful firms living with government regulation?
  • Are there areas in K-12 education poised to perform as strongly as post-secondary education?
  • Are today’s high valuations justified based on forward growth as well as recent growth?
  • How do you develop an optimal capital structure for education deals?
  • How are corporate cost controls for training program budgets affecting portfolio companies?
  • How are lenders assessing enrollment “stickiness” when making their decisions?
  • And much, much more.

You’ll also receive a thorough grounding on the State and Federal government regulations that can scuttle deals when ignored or improperly followed. The administration has recently overhauled the U.S. Department of Education to promote its pet initiatives, and it only makes good sense to align your plans with the public support available.

We’re pleased that your guide through this changing landscape will be one of today’s best-known PE education industry experts. Our chair for this MasterClass is Bruce A. Eatroff, partner at Halyard Capital in New York City. A frequent speaker at industry conferences and events, and a veteran of Wall Street dealmaking for more than twenty years, Bruce is exceptionally well-qualified to lead this MasterClass with his comprehensive knowledge, transaction experience, and good humor.

Turning the spotlight on PE’s most timely topics is what The Capital Roundtable’s MasterClasses are all about. We’re America’s leading conference organization for the middle-market private equity community, and our mission is to help you succeed in both good times and challenging times.

20 Prominent Specialists in Education Share Their Insights.

 

Along with Bruce, you’ll hear from 20 recognized experts including GPs, portfolio company operating executives, investment bankers, consultants and more. This full-day MasterClass is a unique opportunity to hear how investors are currently sourcing, executing, and exiting education deals -- as well as how portfolio company executives are adding value to their education holdings.

 

Seating for this MasterClass is limited, and will likely fill quickly, so we suggest that you make your plans now to avoid disappointment. Remember that the day’s agenda includes scheduled times for networking with your fellow attendees and our featured speakers -- helping you build relationships that will serve you well.

 

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 November 30, 2009 and you’ll save $300 off our standard fee! So make your reservation now while space is still available. We’ll be looking forward to greeting you.

 

For more information, please feel free to contact Dana DeMattia at 212-832-7333 ext. 102 or ddemattia@capitalroundtable.com.

 

This MasterClass 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 25 annual MasterClasses and other events and programs, please visit www.capitalroundtable.com.

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

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Faculty

Chaired By

  • Bruce A. Eatroff, Partner, Halyard Capital

Hosted By

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

Speakers

  • Philip A. Alphonse, Principal, Sterling Partners
  • Jeffrey S. Barber, Managing Director, TA Associates Inc.
  • Jay Bartlett, Partner, Parthenon Group LLC
  • John A. Bates, Partner, Arlington Capital Partners
  • Daniel L. Black, Partner, Wicks Group of Companies LLC
  • Christina Erland-Culver, Founding Partner, C/H Global Strategies LLC
  • Thomas Hylden, Principal, Powers Pyles Sutter & Verville PC
  • Mark E. Jennings, Managing Partner & Founder, Generation Partners LP
  • Andrew E. Kaplan, General Partner, Quad Partners LLC
  • Robert Lytle, Partner, Parthenon Group LLC
  • Michael P. McQueeney, Managing Partner, Summer Street Capital Partners LLC
  • Edward P. Meehan, Principal, Arcady Bay Partners
  • Bradley Palmer, Managing Partner, Palm Ventures LLC
  • Scott A. Perricelli, Partner, LLR Partners Inc.
  • Jacqueline Reses, Partner, Apax Partners LP
  • Carlo Salerno, Principal, BridgeSpan Financial LLC
  • Joshua N. Schwartz, Managing Director, East Wind Advisors LLC
  • Raymond N. Shu, Managing Director, GE Capital
  • Jeffrey M. Silber, Managing Director, BMO Capital Markets Corp.
  • Shawn D. Terry, Managing Director, MHT Partners LP
  • Britt Trukenbrod, Principal, William Blair & Co. LLC

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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 - 12:15



12:15 - 01:15
01:15 - 02:15



02:15 - 03:15




03:15 - 03:30
03:30 - 04:30



05:00

  

Thursday, January 14, 2010
Registration, Networking, & Continental Breakfast
Welcoming Remarks & Audience Introductions
Introductory Keynote -- Key Trends in Doing Education Deals in the Recession & the Obama Administration -- & Implications for Private Equity Dealmaking

Chairman’s Keynote -- Pros & Cons of Buying & Owning Education Companies
Coffee & Networking Break

First Panel -- Why We Do It, What We’ve Learned -- Winning Strategies From Five Prominent Private Equity Investors(This panel features five PE investors, who do different sizes & types of deals -- plus a moderator.)

Luncheon & Networking

Second Panel -- "Executing Education Deals -- How to Complete Due Diligence, Get Financing, & Manage Valuation & Structuring Issues” (This panel features two PE investors, a lawyer, & a lender -- plus a moderator.)

Third Panel -- Education’s Legal & Regulatory Hurdles -- How to Identify & Manage Regulatory Issues, & Deal with State & Federal Authorities" (This panel features two PE investors, an attorney, & a consultant -- plus a moderator.)

Coffee & Networking Break

Fourth Panel -- Exiting Education Deals -- How to Prepare & Where to Find the Best Liquidity Opportunities (This panel features two PE investors, & two investment bankers -- plus a moderator.)

Networking & Adjournment

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Registration

  • Early Bird Registration Fee -- and save $300 off the standard fee! Register by Monday, November 30, and the fee for the MasterClass is $1195.
  • Premiere Registration Fee -- save $100 off the standard fee! Register by Friday, December 18, and the fee for the MasterClass is $1395.
  • After that, the standard fee is $1495 for the MasterClass.
  • At the door, if space is available, the fee is $1595 for the MasterClass.
  • Special group rates -- The Capital Roundtable offers a special 25% discount for 2 or more people.  For more info, please contact Samantha Feldman sfeldman@capitalroundtable.com or 212/832-7333 ext 112.


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, January 7, 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 Samantha Feldman at 212/832-7333 ext.112 or by email at sfeldman@capitalroundtable.com.

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Location

University Club

1 West 54th Street

New York, NY 10019

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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 Arlene West at 212/832-0800 or by email at awest@capitalroundtable.com.

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