Episodios

  • Investing in Education with Sudeep Laad

    Investing in Education with Sudeep Laad
    Jun 24 2025
    Sudeep Laad, Partner in L.E.K. Consulting’s Global Education Practice, talks to host Monde Nkosi about investing in education. Sudeep shares an overview of the $25 billion annual investments that go into independent education groups around the world, and explains the various verticals that these investments go into. He highlights emerging themes in the education sector that he is excited about, including premium schools expanding to emerging markets, mid-fee schools in countries with growing middle classes (such as Vietnam), and higher education in regions with rising enrolment rates (such as Africa). Sudeep also discusses the social impact of the sector and shares some personal stories about his journey.

    Sudeep Laad is a Partner in L.E.K. Consulting and a founding member of its Global Education Practice. He advises operators, investors, foundations, and governments on areas of strategic importance. He brings in-depth experience in education segments covering K-12, tertiary education, transnational education, after-school supplementary education, language learning, and education technology. Over the last decade and a half, Sudeep has led more than 400 projects in education in more than 40 geographies. His insights have been featured in numerous publications, including Education Investor Global and Relocate Global. He is frequently invited to speak at industry-leading education events, including SuperReturn Emerging Markets, AFSIC Africa, EdEx Online Africa, EdtechX Europe, Edtech Asia, and Education Investor’s Global Hotspots. Watch on YouTube
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    50 m
  • Leading a Schools and Higher Education Group with Geoff Whyte

    Leading a Schools and Higher Education Group with Geoff Whyte
    Jun 10 2025
    Geoff Whyte, Group CEO of ADvTECH Limited (JSE:ADH), talks to host Monde Nkosi about leading a combined schools and higher education group serving more than 100,000 students across multiple countries, including South Africa, Kenya, Botswana and Ethiopia. Geoff presents his investment and social impact case for ADvTECH and independent education. Geoff also shares some personal stories about his journey from growing up in Scotland to living, and working, in multiple countries including England, Russia, and the Netherlands; and moving to South Africa in the late 1990s.

    ADvTECH is an education group listed on the Johannesburg Stock Exchange with a market capitalisation of approximately R18 billion / $1 billion. Prior to joining ADvTECH in 2024, Geoff was the CEO of Nando’s Africa/Middle East/South Asia region. He has executive experience in a range of global organisations including Unilever, PepsiCo, Cadbury-Schweppes and SAB-Miller. Geoff has also won a range of awards including the Sunday Times’ South African Marketing Person of the Year. He holds a Master’s degree in economics from the University of Aberdeen. Watch on YouTube
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    42 m
  • Education Infrastructure in India with Jasmeet Singh Chhabra

    Education Infrastructure in India with Jasmeet Singh Chhabra
    May 27 2025
    Jasmeet Singh Chhabra (co-founder of JV Ventures, Cappella, and Crimson Schools) talks to host Monde Nkosi about education infrastructure in India with a focus on primary and secondary schools (K-12). Jasmeet describes the phenomenal scale and fundamentals of India’s K-12 education system. He presents his investment case for school properties in India and explains his approach to building long-term win/win partnerships with education groups. Jasmeet also discusses the social impact of the sector and shares some personal stories about his journey, including the source of his enduring love for poetry.

    Jasmeet is a seasoned real estate investor and entrepreneur. He is the co-founder of JV Ventures, an investment firm in India managing a portfolio valued at over $1 billion. Jasmeet is a pioneer of the education infrastructure asset class in India, having co-founded Cerestra and Cappella, two investment vehicles that own school real estate serving more than 20,000 students in India. Jasmeet is also a co-founder of Crimson Schools, a network of independent schools serving more than 15,000 students in India. Earlier in his career, Jasmeet was Chief Investment Officer at India REIT, one of the early homegrown real estate private equity funds in India. Watch on YouTube
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    46 m
  • Affordable Independent Schools in South Africa with Stacey Brewer

    Affordable Independent Schools in South Africa with Stacey Brewer
    May 13 2025
    Stacey Brewer (co-founder and Chair of SPARK Schools) talks to host Monde Nkosi about her experience building a network of affordable independent schools in South Africa. Stacey explains how SPARK deliver high quality education at an affordable fee level, correcting a common misconception that independent schools only serve the wealthy. She discusses SPARK’s use of technology, as well as their innovative approach to scheduling, real estate, and teacher professional development. Stacey also shares some personal stories about how SPARK evolved from her MBA thesis and pays tribute to some of the people who have helped her along the journey.

    Stacey is a celebrated entrepreneur and leader. She co-founded SPARK Schools, a network of independent schools serving more than 17,000 students in South Africa. She has won a range of awards including South African Innovator of the Year and the Elle Boss Award for leading female entrepreneurs in South Africa. She is also an Archbishop Tutu Leadership Fellow. Watch on YouTube
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    53 m
  • Growth-Stage Investing in Human Capital and EdTech with Victor Hu

    Growth-Stage Investing in Human Capital and EdTech with Victor Hu
    Apr 29 2025
    Victor Hu (co-founder and Managing Partner of Lumos Capital Group) talks to host Monde Nkosi about growth-stage investing in human capital and education technology globally. Victor explores the investment case for the large and growing industry of software and service providers in the education and workforce development sectors. He discusses segments of the industry using various companies as examples including Instructure, PowerSchool, Duolingo, BookNook, Core Education, and Transfr. Victor also shares some personal stories about his journey and the role education has played in his family.

    Victor is a seasoned investor and executive. Prior to founding Lumos Capital Group in 2018, Victor was a Managing Director at Goldman Sachs, where he served as the Global Head of Education Technology and Knowledge Services Investment Banking. He is an experienced director who has served on multiple boards including OpenClassrooms, Trilogy Education, and Podium Education. Victor holds a BA from Amherst College, a JD from Harvard Law School, and an MBA from The Wharton School of the University of Pennsylvania. Watch on YouTube
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    54 m
  • Education Infrastructure in Australia with Rob de Vos

    Education Infrastructure in Australia with Rob de Vos
    Apr 22 2025
    Rob de Vos, CEO of Arena REIT (ASX:ARF), talks to host Monde Nkosi about the education infrastructure sector in Australia with a focus on the early learning (preschools/pre-K) segment. Rob gives an overview of the $60 billion property market for early learning centres in Australia and presents his investment case for the sector. He explains how long-term win/win partnerships work between property owners and education groups, including his approach to setting affordable and sustainable rents. He also discusses the social impact of the sector, and shares some personal stories about his journey from a small farming community to CEO of an ASX-listed company.

    Rob is a seasoned property and financial markets executive with over 25 years of experience. Prior to joining Arena REIT in 2012, Rob held senior roles with Jones Lang LaSalle, Becton Property Group, and Ceramic Funds Management. Watch on YouTube · Watch on YouTube
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    50 m
  • Affordable Independent Schools in Africa with Chinezi Chijioke

    Affordable Independent Schools in Africa with Chinezi Chijioke
    Apr 15 2025
    Chinezi Chijioke (co-founder and CEO of Nova Pioneer) talks to host Monde Nkosi about his experience building a network of independent schools in South Africa and Kenya. Chinezi describes the diversity of the independent school sector, correcting a common misconception that independent schools only serve the very wealthy. He lays out the investment case for affordable independent schools across Africa, one of the few regions globally with a growing young population. Chinezi also discusses the social impact of the sector and shares some personal stories about his journey from Nigeria to two of the best universities in the world: Harvard and Stanford.

    Chinezi has a unique perspective having been involved in education from multiple angles: in the classroom as a teacher, in the boardroom as head of McKinsey and Company’s education practice in Africa, and now as co-founder and CEO of Nova Pioneer, an independent school group with 13 schools in South Africa and Kenya. Watch on YouTube · Watch on YouTube
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    51 m
  • Investing in Schools with Ed Senior

    Investing in Schools with Ed Senior
    Apr 8 2025
    Ed Senior delivers a masterclass on schools as an investment sector. We explore the independent school sector from the perspective of an investor, discussing some of the large groups, the profile of investors in the sector, and various business models such as asset heavy vs. asset light. We also explore the social impact of the sector and Ed shares some personal stories about how education and teachers have shaped his journey and his children’s journey.

    Ed is very well positioned to deliver insights on investing in schools. He is a seasoned executive with significant experience in investment banking and education, including as Group CFO of GEMS Education, one of the world’s largest independent school groups serving more than 140 thousand students. Watch on YouTube · Watch on YouTube
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    56 m