Presentations/Articles

DOWNLOADABLE FILES

5/2009 – SIIA’s Ed Tech Industry Summit:  Global Partnerships

9/2007 – EdNET 2007: Venture Capital and Buyouts in Education – 2007 Survey of Education Private Equity

11/2006 – SIIA’s Ed Tech Business Forum:  Doing The Deal: Negotiating And Closing A Venture Capital Financing

Journal of Private Equity, 2000:  Investment Opportunities In The Education Industry: Making A Profit While Making A Difference

STUDIES AND ARTICLES

  • An article in The Experts’ Guide to the K-12 School Market, published by the Software & Information Industry Association, entited “Managing Intellectual Property Rights as a Strategic Asset”.
  • A chapter entitled “Education Leader as Educational Entrepreneur:  Managing the Educational Mission Within and Across the Economic Sectors”, for The Handbook on Educational Leadership and Management, published by Pearson Education.
  • An article in Upgrade magazine, published by the Software and Information Industry Association, entitled “Revolution and Evolution:  Assessing the Market for Educational Technologies”.
  • An article in the Journal of Private Equity, published by Institutional Investor, entitled “Investment Opportunities in Education:  Making a Profit While Making a Difference”.
  • An article in the Venture Capital Journal, published by Thomson Financial, entitled “Education Industry Offers World of Investment Opportunity”.
  • Two articles in The Education Industry Report, then published by The Education Industry Group (acquired by Eduventures).
  • The 2007 Survey of Education Private Equity (small sample).
  • The 2004 KnowledgeQuest Survey of Education Private Equity (small sample).
  • The 1999 Venture Economics/KnowledgeQuest Ventures Survey of Education Venture Capital.
  • The 1998 Education Week/KnowledgeQuest Ventures Survey of Education Venture Capital.

CONFERENCE ROLES

  • “The Changing Venture World: How Does It Affect Israeli Startups?” (moderator), youngStartupVentures’ The US/Israel Venture Summit, Digital Sandbox, New York, New York, May 30, 2011.
  • “Global Partnerships”, SIIA’s Ed Tech Industry Summit: Going Mobile amd Global, The Palace Hotel, San Francisco, California, May 24, 2010.
  • “Moving to Web-Based Delivery: Financial, Business and Legal Implications”, SIIA’s Ed Tech Industry Summit: Building Toward the Vision of K-20, The Palace Hotel, San Francisco, California, May 5, 2009.
  • Workshop Leader, “Doing the Deal:  Negotiating and Closing a Venture Capital Financing”, SIIA’s Ed Tech Business Forum, The Princeton Club, New York, New York, November 28, 2006.
  • Workshop Leader, “Structuring and Negotiating Venture Capital Investments: From the Company’s and Entrepreneur’s Perspective”, SIIA’s Ed Tech Business Forum, The Princeton Club, New York, New York, November 29, 2005.
  • Industry Partner and Co-Chair, IIR’s Seventh Annual Education Industry Investment Forum, Omni Colonnade Hotel, Coral Gables, Florida, March 7-9, 2005.
  • Conference Advisor and session moderator, “Building, Financing and Exiting Successful Businesses”, SIIA’s Ed Tech Business Forum, The Yale Club, New York, New York, November 30, 2004.
  • Conference Advisor and session moderator, “Building the New Education Business”, SIIA’s Ed Tech Industry Summit, The Palace Hotel, San Francisco, California, May 16-18, 2004.
  • Industry Partner and Co-Chair, IIR’s Sixth Annual Education Industry Investment Forum, Eden Roc Hotel, Miami, Florida, March 23-25, 2004.
  • Industry Partner and Co-Chair, IIR’s Fifth Annual Education Industry Investment Forum, Inter-Continental Hotel, Dallas, Texas, March 24-27, 2003.
  • Industry Partner and session moderator, SIIA’s 2003 Education Venture Forum, The Princeton/Columbia Club of New York, New York, February 25, 2003.
  • “Reporting on the Marketplace”, Reed Midem’s World Education Market, Lisboa Congress Centre, Lisbon, Portugal, May 21-24, 2002.
  • Industry Partner and Co-Chair, IIR’s Fourth Annual Education Industry Investment Forum: Capital, Consolidation and Corporate Adaptation, The Wigwam Resort, Phoenix, Arizona, March 13-15, 2002.
  • “Capital Markets Impact – Financial and Industry Analyst Views” (moderator), SIIA’s 2002 Education Venture Forum, The Princeton/Columbia Club of New York, New York, February 14, 2002.
  • “VCs, Angels & Others: Priming the Pump in a Dry Market” (moderator), eSchoolNews’ Business to Education Technology Summit, Renaissance Parc 55 Hotel, San Francisco, California, July 31, 2001.
  • “Rebuilding Your Valuation”, eSchoolNews’ Business to Education Technology Summit. Renaissance Parc 55 Hotel, San Francisco, California, July 30, 2001.
  • “Financing Options for Education Entrepreneurs” and “Long-term Strategies for Education Entrepreneurs” (moderator), AEPP’s EDVentures 2001, University of Southern California, Los Angeles, California, July 26-28, 2001.
  • “The Economics of the Emerging Digital Education Community”, Reed Exhibitions’ Education Technology Summit, Teachers College, Columbia University, New York, New York, May 31, 2001.
  • “Reporting on the Marketplace”, Reed Midem’s World Education Market, Vancouver Exhibition and Convention Centre, Vancouver, Canada, May 21-24, 2001.
  • Co-Chair, IIR’s Schools and Tools: The Third Annual Education Industry Investment Forum, Pointe Hilton Squaw Peak, Phoenix, Arizona, March 11-14, 2001.
  • “Financial Markets Impact Your Business” (moderator), SIIA’s 2001 Education Venture Forum, The Metropolitan Hotel, New York, New York, February 6, 2001.
  • “Content Aggregators: What is Behind the Hyper-Growth of E-Learning Communities?” (moderator), Fulcrum’s Third Annual Education Technology Finance & Investment Institute, The Ritz Carlton Pentagon City, Arlington, Virginia, May 8-9, 2000.
  • Roundtable Discussion: “How Have Overall Market Conditions Affected Companies’ Prospects for Raising Capital?”, EdNET 2000: The Educational Technology and Telecommunications Conference, Hotel Inter-Continental, Dallas, Texas, September 10-13, 2000.
  • Industry Roundtable: “Where Education Meets Business”, IIR’s 2nd Annual Education Industry Investment Forum, Hyatt Hotel, Fort Lauderdale, Florida, March 13-15, 2000.
  • Discussion Group: “Internet Business Models”, IIR’s 2nd Annual Education Industry Investment Forum, Hyatt Hotel, Fort Lauderdale, Florida, March 13-15, 2000.
  • “What’s Hot and What’s Not in the Next Era of VC Investing”, IIR’s Private Equity Roundup 2000, The Loews Ventana Resort, Tucson, Arizona, January 30-February 2, 2000.
  • “Venture Capital in Education”, Fulcrum’s Fourth Annual Education Industry Finance and Investment Institute, Swissotel, Boston, Massachusetts, September 16-17, 1999.
  • “Flow of Capital Into the Education Industry”, AEPP’s EDVentures 1999, Monona Terrace Convention Center, Madison, Wisconsin, July 29-31, 1999.
  • “What is the Investment Community Looking For?”, Fulcrum’s Second Annual Education Technology Finance and Investment Institute, Sheraton City Centre Hotel, Washington, DC, May 6-7, 1999.
  • “The Financing of an Education Company”, Fulcrum’s Education Industry Investment Forum, Indian River Plantation Marriott Resort, Stewart, Florida, February 22-24, 1999.
  • “Investment Opportunities in the Education Industry”, IIR’s Private Equity Roundup 1999, The Ritz-Carlton, Phoenix, Arizona, January 30-February 3, 1999.
  • “Education Venture Capital”, Fulcrum’s Third Annual Education Industry Finance and Investment Institute, Hyatt Regency McCormick Place, Chicago, Illinois, September 24-25, 1998.

OTHER

  • President, The Education Foundation of Alpine, Inc., Alpine, New Jersey, 2007-present.
  • Member of the Education Division Board of the Software and Information Industry Association, 2001-2004.
  • One of the founding members of the Education Industry Leadership Board of the Education Industry Foundation associated with the Education Industry Association.
  • Former Senior Fellow at the Center for Digital Education organized by Converge magazine.
  • Former adjunct professor at Columbia University’s Graduate School of Business, frequently supervising group project courses relating to education and training topics.
  • Past chair of the New York New Media Association’s Education Special Interest Group.
  • Interviewed for a 3-part series on “The Corporation” being produced by Canadian public television for global distribution in 2003 (other interviewees about the topic of privatization in education include Milton Friedman and Peter Drucker).
  • Quoted or cited in dozens of articles in several languages around the world.
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