Articles & Presentations

DOWNLOADABLE FILES

6/2014 – EdNET News Alert – Voices from the Industry:  The Benefit of “B Corps”

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

  • A Legal Update entitled “The New York Non-Profit Revitalization Act of 2013 – Practical Implications for New York Not-for-Profit Corporations”.
  • An article in The Experts’ Guide to the K-12 School Market, published by the Software & Information Industry Association, entitled “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

  • “Benefit Corporations 101:  Legal Considerations for Companies, Investors and Lenders Involved in this ‘Impact Investing’ Trend”, PLI One-Hour Briefing, March 20, 2014.
  • “Strategic Licensing for Education Technology Companies” (panel leader), SIIA Education Division NYC Program, New York, New York, July 17, 2013.
  • “Global Opportunities:  Nuts and Bolts for Doing Business Overseas”, SIIA’s Ed Tech Industry Summit, The Palace Hotel, San Francisco, California, May 7, 2012.
  • “The Changing Venture World: How Does It Affect Israeli Startups?” (moderator), youngStartupVentures’ The US/Israel Venture Summit, Digital Sandbox, New York, New York, March 30, 2011.
  • “Global Partnerships”, SIIA’s Ed Tech Industry Summit: Going Mobile and 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.