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Education Investment with Monde Nkosi

Education Investment with Monde Nkosi

By: Solid Gold Podcasts #BeHeard
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Insightful conversations with leading educators, operators, and investors in the education sector around the world. Proudly brought to you by Education Partners, a leading investor in school and tertiary campus properties and trusted long-term partner to exceptional education groups. For more information, visit www.edu.partnersSolid Gold Podcasts and Audiobooks Economics Personal Finance
Episodes
  • 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 mins
  • 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 mins
  • 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 mins
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