Legacy Education Alliance, Inc. is a leading international provider of educational training on topics including personal finance, entrepreneurship, real estate, and financial markets. It operates globally through various brands such as Rich Dad Education and has served over 2 million students. The document provides an overview of the company's operations, financial performance, and growth opportunities in both domestic and international markets through its portfolio of brands. It also compares Legacy Education Alliance's valuation metrics favorably to other companies in the education industry.
An Understanding Of Financial Communications And Investor RelationsMSL
This presentation is by MSLGROUP thought leader Jaideep Shergill, head of our financial communications in Asia and CEO, Hanmer MSL.
Hanmer MSL is one of India’s largest multi-discipline communications firms and a leader in the area of speciality communications services, including strategic public relations, financial communications, social media, events, activation and creative services. It is part of MSLGROUP, Publicis Groupe's flagship strategic communications and engagement network.
This presentation offers an in-depth understanding of financial communications and investor relations.
In 2013, the ban on general solicitation of accredited investors was lifted, causing the largest change to securities laws in decades. While everyone from startups to hedge funds will enjoy new liberties in investor marketing and outreach campaigns, it’s critical that the new rules are followed to a T, eliminating the chance for exemption rescission.
Integrating Investor Relations Internally - ABF Investor Relations ConferenceKenny Ong
Integrating Investor Relations internally
*Importance of involving employees’ participation in the Investor Relations programme
*Management’s leadership and transparency in promoting and enhancing employees’ cooperation in building corporate values
*Constant interaction as continuous improvement and enforcement in creating shared corporate values
Investor Relations As The New Focus In Creating Long Term Corporate Value - A...Kenny Ong
Investor Relations as the new focus in creating long term corporate value
*Assess the importance of Investor Relations functions
*Factors prohibiting growth or development in this area
*Differentiating Investor Relations with other communication initiatives in maximizing its value
Strategic Investor Relations and Public DisclosureKenny Ong
LexisNexis Capital Raising for Corporations Conference
August 2009
Establishing Sustainable Growth through Successful Funding Strategies and Addressing the Shareholders’ Crisis of Confidence through Strategic Communications
• Assess the importance of communications for
Investor Relations and Public Disclosures
• Differentiating communication initiatives in maximizing their value
• Defining the communications, investor
relations, and statements and why they play
an integral role in a corporations financial
activity
• What is the information that companies are
required to make public?
• Frequency of disclosure and maintaining
confi dentiality
An Understanding Of Financial Communications And Investor RelationsMSL
This presentation is by MSLGROUP thought leader Jaideep Shergill, head of our financial communications in Asia and CEO, Hanmer MSL.
Hanmer MSL is one of India’s largest multi-discipline communications firms and a leader in the area of speciality communications services, including strategic public relations, financial communications, social media, events, activation and creative services. It is part of MSLGROUP, Publicis Groupe's flagship strategic communications and engagement network.
This presentation offers an in-depth understanding of financial communications and investor relations.
In 2013, the ban on general solicitation of accredited investors was lifted, causing the largest change to securities laws in decades. While everyone from startups to hedge funds will enjoy new liberties in investor marketing and outreach campaigns, it’s critical that the new rules are followed to a T, eliminating the chance for exemption rescission.
Integrating Investor Relations Internally - ABF Investor Relations ConferenceKenny Ong
Integrating Investor Relations internally
*Importance of involving employees’ participation in the Investor Relations programme
*Management’s leadership and transparency in promoting and enhancing employees’ cooperation in building corporate values
*Constant interaction as continuous improvement and enforcement in creating shared corporate values
Investor Relations As The New Focus In Creating Long Term Corporate Value - A...Kenny Ong
Investor Relations as the new focus in creating long term corporate value
*Assess the importance of Investor Relations functions
*Factors prohibiting growth or development in this area
*Differentiating Investor Relations with other communication initiatives in maximizing its value
Strategic Investor Relations and Public DisclosureKenny Ong
LexisNexis Capital Raising for Corporations Conference
August 2009
Establishing Sustainable Growth through Successful Funding Strategies and Addressing the Shareholders’ Crisis of Confidence through Strategic Communications
• Assess the importance of communications for
Investor Relations and Public Disclosures
• Differentiating communication initiatives in maximizing their value
• Defining the communications, investor
relations, and statements and why they play
an integral role in a corporations financial
activity
• What is the information that companies are
required to make public?
• Frequency of disclosure and maintaining
confi dentiality
Mercer Capital's Value Focus: FinTech Industry | Third Quarter 2017 Mercer Capital
Mercer Capital’s quarterly newsletter, FinTech Watch, provides an overview of the FinTech industry, including public market performance, valuation multiples for public FinTech companies, and articles of interest from around the web. This newsletter focuses on FinTech segments, including payment processors, technology, and solutions companies, examining general economic and industry trends as well as a summary of M&A and venture capital activity.
Demand for alternative assets remains strong as investors and plan sponsors seek asset diversification, higher yields, and uncorrelated returns. As a result, alternatives are a clear bright spot in the asset management industry. Despite significant headwinds, successful alternative asset managers are growing while many traditional asset managers have or are considering moving into the space. A similar trend is playing out among investment service providers -- traditional servicers are expanding their capabilities to include alternatives. As demand grows for alternative assets, a new FinTech ecosystem is developing to help investors, investment managers, and service providers to access new asset classes and manage their investments and operations with new data, software, and platforms.
Investment Fund placing ownership positions in tax credited real estate projects. This entity will empower development to more effectively execute on the actionable opportunities it has incubated with its strategic partners.
Formal introduction to The Opportunity Zone program provides three primary tax benefits for investing
unrealized capital gains.
Investor relations or stock promotion involves the dissemination of information about a public company to increase its stock price and/or trading volume.
The person who publishes this information is sometimes referred to as a “Stock Promoter”, “Investor Relations Provider” or “Stock Tout”.
Mercer Capital's Investment Management Industry Newsletter | Q2 2021 | Focus:...Mercer Capital
Mercer Capital’s Investment Management Industry newsletter is a quarterly publication providing perspective on valuation issues pertinent to asset managers, trust companies, and investment consultants.
Corporate Governance Trends, Regulatory Changes & their Impact on Investment ...OTC Markets Group Inc.
This webinar focuses on a discussion regarding how changes in corporate governance approached by the institutional investor communities can impact international investor relations strategies for global companies. Learn practical advice on how the corporate governance approach of institutional investors can impact your investor targeting goals. You can view a recording of the webinar here: https://youtu.be/bkC2Wb3lo5Y
SPACs: An Alternative Way to Access the Public Marketsrberger11
Companies are increasingly going public by merging with Special Purpose Acquisition Companies (SPACs), which are publicly traded pools of capital formed for the sole purpose of merging with an operating company.
Corporate overview ppt deck designed for leading global investment firm founded and specializing on financial mergers and acquisitions based in New York City.
Key Takeaways:
- Meaning of SPAC and its History
- Process and Perspective of US Concentric SPAC IPOs
- Study of Pershing Square Tontine Holdings SPAC IPO
- SPACs in Other Jurisdictions
Mercer Capital's Portfolio Valuation: Private Equity and Venture Capital Mark...Mercer Capital
Mercer Capital's Portfolio Valuation: Private Equity Marks and Trends Newsletter provides a brief digest and commentary of some of the most relevant market trends influencing the fair value regarding private equity portfolio investments.
The Investment Opportunities behind Special-Purpose Acquisition CompaniesDavidKim675
Special-Purpose Acquisition Companies (SPAC) took the public market by storm in 2020. This provides a high-level introduction to SPACs and outlines a possible investment strategy.
This slide deck complements the presentation of this research blogpost: https://nycdatascience.com/blog/student-works/analyzing-spac-mergers/
Mercer Capital's Value Focus: FinTech Industry | Third Quarter 2017 Mercer Capital
Mercer Capital’s quarterly newsletter, FinTech Watch, provides an overview of the FinTech industry, including public market performance, valuation multiples for public FinTech companies, and articles of interest from around the web. This newsletter focuses on FinTech segments, including payment processors, technology, and solutions companies, examining general economic and industry trends as well as a summary of M&A and venture capital activity.
Demand for alternative assets remains strong as investors and plan sponsors seek asset diversification, higher yields, and uncorrelated returns. As a result, alternatives are a clear bright spot in the asset management industry. Despite significant headwinds, successful alternative asset managers are growing while many traditional asset managers have or are considering moving into the space. A similar trend is playing out among investment service providers -- traditional servicers are expanding their capabilities to include alternatives. As demand grows for alternative assets, a new FinTech ecosystem is developing to help investors, investment managers, and service providers to access new asset classes and manage their investments and operations with new data, software, and platforms.
Investment Fund placing ownership positions in tax credited real estate projects. This entity will empower development to more effectively execute on the actionable opportunities it has incubated with its strategic partners.
Formal introduction to The Opportunity Zone program provides three primary tax benefits for investing
unrealized capital gains.
Investor relations or stock promotion involves the dissemination of information about a public company to increase its stock price and/or trading volume.
The person who publishes this information is sometimes referred to as a “Stock Promoter”, “Investor Relations Provider” or “Stock Tout”.
Mercer Capital's Investment Management Industry Newsletter | Q2 2021 | Focus:...Mercer Capital
Mercer Capital’s Investment Management Industry newsletter is a quarterly publication providing perspective on valuation issues pertinent to asset managers, trust companies, and investment consultants.
Corporate Governance Trends, Regulatory Changes & their Impact on Investment ...OTC Markets Group Inc.
This webinar focuses on a discussion regarding how changes in corporate governance approached by the institutional investor communities can impact international investor relations strategies for global companies. Learn practical advice on how the corporate governance approach of institutional investors can impact your investor targeting goals. You can view a recording of the webinar here: https://youtu.be/bkC2Wb3lo5Y
SPACs: An Alternative Way to Access the Public Marketsrberger11
Companies are increasingly going public by merging with Special Purpose Acquisition Companies (SPACs), which are publicly traded pools of capital formed for the sole purpose of merging with an operating company.
Corporate overview ppt deck designed for leading global investment firm founded and specializing on financial mergers and acquisitions based in New York City.
Key Takeaways:
- Meaning of SPAC and its History
- Process and Perspective of US Concentric SPAC IPOs
- Study of Pershing Square Tontine Holdings SPAC IPO
- SPACs in Other Jurisdictions
Mercer Capital's Portfolio Valuation: Private Equity and Venture Capital Mark...Mercer Capital
Mercer Capital's Portfolio Valuation: Private Equity Marks and Trends Newsletter provides a brief digest and commentary of some of the most relevant market trends influencing the fair value regarding private equity portfolio investments.
The Investment Opportunities behind Special-Purpose Acquisition CompaniesDavidKim675
Special-Purpose Acquisition Companies (SPAC) took the public market by storm in 2020. This provides a high-level introduction to SPACs and outlines a possible investment strategy.
This slide deck complements the presentation of this research blogpost: https://nycdatascience.com/blog/student-works/analyzing-spac-mergers/
Election-360 es la plataforma por excelencia para la gestión de eventos electorales, ya que permite planificar, supervisar y controlar en tiempo real todos los procesos operativos y logísticos de una elección.
Legacy Education Alliance, Inc. is a leading international provider of practical, high-quality, and value-based educational training on the topics of personal finance, entrepreneurship, real estate, and financial markets investing strategies and techniques.
Legacy Education Alliance, Inc. (LEAI) is a leading provider of educational training seminars, conferences and services. LEAI was founded in 1996 to provide quality professional education enrichment in the areas of real estate investing, financial instruments, and personal finance with the goal of empowering its students with real-world, practical knowledge. The global company has more than 200 employees worldwide with students in more than 100 countries. 900,000+ people have participated in its Rich Dad Education Workshops and Seminars since 2006. Please check out: http://legacyeducationalliance.com
Leading personal finance education company, helping people take control of their financial future. Provides practical, high-quality and value-based training, conferences, publications, and technology-based tools. Strong brand awareness with 22 years market presence. 13 brands in market; incl. Rich Dad Education (Rich Dad Poor Dad). Only publicly-traded pure-play in space.
Prologis Presentation - Citi 2016 Global Property CEO ConferenceMary Taylor
Prologis, Inc. (NYSE: PLD), the global leader in industrial real estate, presented at the Citi 2016 Global Property CEO Conference on March 15. CEO Hamid R. Moghadam gave a company overview, including discussion of market conditions and the company's future outlook. He was joined by Thomas Olinger, chief financial officer, and Michael Curless, chief investment officer. http://ir.prologis.com/
Capital raising activity is ever-changing. Asset managers are looking for new ways to raise capital and push the boundaries as greater pressure is placed on traditional models.
The desire to increase hold periods, lower the cost of capital, alter and diversify investment strategies, and provide liquidity for investors has caused managers to reprioritize long-term business objectives. Indeed, permanent capital and other specialty finance structures which were once considered non-conventional in the industry have become a common discussion point for asset managers evaluating the strategy of their next fundraising effort.
Based in Ann Arbor, Michigan, Zomedica is a veterinary health company creating diagnostic and therapeutic products for horses, dogs, and cats by focusing on the unmet needs of clinical veterinarians. With modest cash burn and a strong balance sheet, including $142.4 million cash and cash equivalents as of June 30, 2023, Zomedica is well-positioned to fund both organic growth and acquisitions.
Dócola is a social good organization with the only free care communication platform that consolidates thousands of free and low-cost patient education resources from the leading nonprofit, government, and commercial organizations in one marketplace. Plus, you can easily create and upload your own resources.
INNO HOLDINGS INC. is an innovative building-technology company with a mission to transform the construction industry with our proprietary cold-formed steel- framing technology and other building innovations
Everything Blockchain builds platforms of trust for the modern enterprise and is on a mission to ensure every organization has access to the tools and platforms that enable them to manage, store, and protect data without the cost and complexity that holds them back today. The Company’s patented advances in engineering deliver the essential elements needed for real-world business use: speed, security, and efficiency. Everything Blockchain’s current business lines include: EB Advise, Build DB and EB Control.
ASP Isotope is an isotope enrichment company utilizing technology developed in South Africa over the past 20 years to enrich isotopes of elements or molecules with low atomic masses. Many of these elements are unsuitable for enrichment using traditional methods such as centrifuges. The Company’s initial focus is on producing and commercializing highly enriched isotopes for the healthcare and technology industries.
MDNA Life Sciences is a pioneer in the science of mitochondrial DNA. It’s our mission to create an extensive portfolio of proprietary tests that dramatically improve diagnosis, treatment, prognosis and monitoring. Putting an end to the unnecessary surgical procedures, pain and uncertainty that affect patients across the world.
Digital Ally, Inc. is a diversified holding company with operations in video solution technology, human and animal health protection products, healthcare revenue cycle management, ticket brokering and marketing, and event production. The Company pursues an acquisition strategy that targets organizations with positive earnings, strong growth potential, innovation, and operational synergies. To maximize long-term shareholder value, Digital Ally intends to spin-off its ticketing and entertainment business lines into a separate public company in 2023. The spin-off will create two optimized, tech-driven public companies with strong growth opportunities and operating metrics.
Lantern Pharma is an AI company transforming the cost, pace, and timeline of oncology drug discovery and development. Our proprietary AI and machine learning (ML) platform, RADR®, leverages over 25 billion oncology-focused data points and a library of 200+ advanced ML algorithms to help solve billion-dollar, real-world problems in oncology drug development. By harnessing the power of AI and with input from world-class scientific advisors and collaborators, we have accelerated the development of our growing pipeline of therapies including eleven cancer indications and an antibody-drug conjugate (ADC) program. On average, our newly developed drug programs have been advanced from initial AI insights to first-in-human clinical trials in 2-3 years and at approximately $1.0-2.0 million per program.
Sharps Technology is a medical device and pharmaceutical packaging company specializing in the development and manufacturing of innovative drug delivery systems. The Company’s product lines focus on low waste and ultra-low waste syringe technologies that incorporate both passive and active safety features. These features protect front line healthcare workers from life-threatening needle stick injuries and protect the public from needle re-use. Sharps Technology has extensive expertise in specialized prefilled syringe systems and is on track to launch this new product line in Q4 2023. The Company has a manufacturing facility in Hungary and has partnered with Nephron Pharmaceuticals to expand its manufacturing capacity in the US.
Aditxt is a global innovation company focused on discovering and developing precision medicine innovations and deploying them into high-performing businesses. Aditxt’s diverse innovation portfolio includes: Adimune™, Inc., developing and designing a new class of therapeutics for retraining the immune system to address organ rejection, autoimmunity, and allergies; Adivir™, Inc., focused on identifying, developing and commercializing new ways to treat infectious diseases; and Pearsanta™, Inc., offering convenient, rapid, personalized, and high-quality lab testing —anytime and anywhere at its CLIA certified and CAP accredited clinical laboratory based in Richmond, VA.
1847 Holdings LLC, a publicly traded diversified acquisition holding company, was founded by Ellery W. Roberts, a former partner of Parallel Investment Partners, Saunders Karp & Megrue and Principal of Lazard Freres Strategic Realty Investors. EFSH's investment thesis is that capital market inefficiencies have left the founders and/or stakeholders of many small business enterprises and lower-middle market businesses with limited exit options, despite the intrinsic value of their business. Given this dynamic, EFSH can consistently acquire "solid" businesses for reasonable multiples of cash flow and then deploy resources to strengthen the infrastructure and systems to improve operations. These improvements may lead to a sale or IPO of an operating subsidiary at considerably higher valuations than the purchase price (as successfully demonstrated with the mid-2020 IPO of 1847 Goedeker on the NYSE American) and/or alternatively, an operating subsidiary may be held in perpetuity and contribute to EFSH's ability to pay regular and special dividends to shareholders.
Sharps Technology is a medical device and pharmaceutical packaging company specializing in the development and manufacturing of innovative drug delivery systems. The Company’s product lines focus on low waste and ultra-low waste syringe technologies that incorporate both passive and active safety features. These features protect front line healthcare workers from life-threatening needle stick injuries and protect the public from needle re-use. Sharps Technology has extensive expertise in specialized prefilled syringe systems and is on track to launch this new product line in Q4 2023. The Company has a manufacturing facility in Hungary and has partnered with Nephron Pharmaceuticals to expand its manufacturing capacity in the US.
SPI Energy is a global renewable energy company and provider of solar storage and electric vehicle (EV) solutions that was founded in 2006 in Roseville, California and is headquartered in McClellan Park, California. The Company has three core divisions: SolarJuice which has solar wholesale distribution, as well as residential solar and roofing installation and solar module manufacturing (Solar4America & SEM Wafertech), SPI Solar and Orange Power which operates a commercial & utility solar division, and the EdisonFuture/Phoenix Motor EV division. SolarJuice is the leader in renewable energy system solutions for residential and small commercial markets and has extensive operations in the Asia Pacific and North America markets. The SPI Solar commercial & utility solar division provides a full spectrum of EPC services to third party project developers, and develops, owns and operates solar projects that sell electricity to the grid in multiple regions, including the U.S., U.K., and Europe. Phoenix Motor is a leader in medium-duty commercial electric vehicles, and is developing EV charger solutions, electric pickup trucks, electric forklifts, and other EV products. SPI maintains global operations in North America, Australia, Asia and Europe and is also targeting strategic investment opportunities in fast growing green energy industries such as battery storage, charging stations, and other EVs which leverage the Company's expertise and substantial solar cash flow.
BullFrog AI is a technology enabled drug development company using machine learning to usher in a new era of precision medicine. Through its collaborations with leading research institutions, including Johns Hopkins University and J. Craig Venter Institute, BullFrog AI is at the forefront of AI-driven drug development. Using its proprietary bfLEAP™ artificial intelligence platform, BullFrog AI aims to enable the successful development of pharmaceuticals and biologics by predicting which patients will respond to therapies in development. BullFrog AI is deploying bfLEAP™ for use at several critical stages of development with the intention of streamlining data analytics in therapeutics development, decreasing the overall development costs by decreasing failure rates for new therapeutics, and impacting the lives of countless patients that may have otherwise not received the therapies they need.
BullFrog AI is a technology enabled drug development company using machine learning to usher in a new era of precision medicine. Through its collaborations with leading research institutions, including Johns Hopkins University and J. Craig Venter Institute, BullFrog AI is at the forefront of AI-driven drug development. Using its proprietary bfLEAP™ artificial intelligence platform, BullFrog AI aims to enable the successful development of pharmaceuticals and biologics by predicting which patients will respond to therapies in development. BullFrog AI is deploying bfLEAP™ for use at several critical stages of development with the intention of streamlining data analytics in therapeutics development, decreasing the overall development costs by decreasing failure rates for new therapeutics, and impacting the lives of countless patients that may have otherwise not received the therapies they need.
BioVie is a clinical-stage company developing what it believes will be transformative therapies to overcome unmet medical needs in neurodegeneration and liver disease. The Company is developing NE3107 for Alzheimer’s (AD) and Parkinson’s (PD) and BIV201 for refractory ascites and HRS-AKI.
Lantern Pharma is an AI company transforming the cost, pace, and timeline of oncology drug discovery and development. Our proprietary AI and machine learning (ML) platform, RADR®, leverages over 25 billion oncology-focused data points and a library of 200+ advanced ML algorithms to help solve billion-dollar, real-world problems in oncology drug development. By harnessing the power of AI and with input from world-class scientific advisors and collaborators, we have accelerated the development of our growing pipeline of therapies including eleven cancer indications and an antibody-drug conjugate (ADC) program. On average, our newly developed drug programs have been advanced from initial AI insights to first-in-human clinical trials in 2-3 years and at approximately $1.0-2.0 million per program.
Genetic Technologies is a diversified molecular diagnostics company. A global leader in genomics-based tests in health, wellness and serious disease through its geneType and EasyDNA brands. GENE offers cancer predictive testing and assessment tools to help physicians to improve health outcomes for people around the world. The Company has a proprietary risk stratification platform that has been developed over the past decade and integrates clinical and genetic risk to deliver actionable outcomes to physicians and individuals. Leading the world in risk prediction in oncology, cardiovascular and metabolic diseases, Genetic Technologies continues to develop risk assessment products.
Splash Beverage Group, an innovator in the beverage industry, owns a growing portfolio of alcoholic and non-alcoholic beverage brands including Copa di Vino wines by the glass, SALT naturally flavored tequilas, Pulpoloco Sangria, and TapouT performance hydration and recovery drinks and TapouT Cognitive Energy Drink. Splash’s strategy is to rapidly develop early-stage brands already in its portfolio as well as acquire and then accelerate brands that have high visibility or are innovators in their categories. Led by a management team that has built and managed some of the top brands in the beverage industry and led sales from product launch into the billions, Splash is rapidly expanding its brand portfolio and global distribution.
Splash Beverage Group, an innovator in the beverage industry, owns a growing portfolio of alcoholic and non-alcoholic beverage brands including Copa di Vino wines by the glass, SALT naturally flavored tequilas, Pulpoloco Sangria, and TapouT performance hydration and recovery drinks and TapouT Cognitive Energy Drink. Splash’s strategy is to rapidly develop early-stage brands already in its portfolio as well as acquire and then accelerate brands that have high visibility or are innovators in their categories. Led by a management team that has built and managed some of the top brands in the beverage industry and led sales from product launch into the billions, Splash is rapidly expanding its brand portfolio and global distribution.
2. INVESTOR PRESENTATION OTCQB:LEAI
1
Disclaimer
This presentation contains “forward-looking statements” within the meaning of Section 27A of the
Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended
(the "Exchange Act") (which Sections were adopted as part of the Private Securities Litigation Reform Act
of 1995). Statements preceded by, followed by or that otherwise include the words “believe,” “anticipate,”
“estimate,” “expect,” “intend,” “plan,” “project,” “prospects,” “outlook,” and similar words or expressions, or
future or conditional verbs such as “will,” “should,” “would,” “may,” and “could” are generally forward-looking
in nature and not historical facts.
These forward-looking statements involve known and unknown risks, uncertainties and other factors which
may cause the Company's actual results, performance or achievements to be materially different from any
anticipated results, performance or achievements.
The Company disclaims any intention to, and undertakes no obligation to, revise any forward-looking
statements, whether as a result of new information, a future event, or otherwise. For additional risks and
uncertainties that could impact the Company’s forward-looking statements, please see the Company’s
Form 10-K, filed on March 28, 2016, which the Company has filed with the SEC and which may be viewed
at http://www.sec.gov.
3. INVESTOR PRESENTATION OTCQB:LEAI
2
• Leading International education company
• Providing practical, high-quality and value-based training
• Subjects taught are personal finance, entrepreneurship, real estate, and
financial instruments for investing
• Strong brand awareness with 20 years market presence
• Portfolio -10 brands in market; incl. Rich Dad Education (Rich Dad Poor Dad)
• The only publicly-traded pure-play in space
Overview
4. INVESTOR PRESENTATION OTCQB:LEAI
3
Legacy Education Alliance, Inc. is a leading international provider of practical, high-quality,
and value-based educational training on the topics of personal finance, entrepreneurship,
real estate, and financial markets investing strategies and techniques.
Key Stats
Corporate Headquarters Cape Coral, Florida
Company Footprint Operates Globally with ~200 Employees
Founded 1996
Exchange OTCQB: LEAI
Number of Participants Company has served more than 2 Million
students from over 150 countries and
territories
Average Sale $13,000 - $16,000
Insider Ownership 15.7%*
*Includes shares held in both LEAI and TIGE
5. INVESTOR PRESENTATION OTCQB:LEAI
4
Selected Stock Data
OTCQB: LEAI
(as of August 15, 2016)
Recent Price $0.27
Market Cap $5.9 million
Shares Outstanding 21.8 million
Float 4.1 million
Insider Ownership 15.7%*
P/S(ttm) 0.1x
Diluted EPS(ttm) $0.02
Revenue (ttm) $88.9 million
Cash & Equiv. (mrq) $5.0 million
Cash Per Diluted Share (ttm) $0.23
DEBT $0.05 million
*Includes shares held in both LEAI and TIGE
6. INVESTOR PRESENTATION OTCQB:LEAI
5
Overview
Flagship Brand – Rich Dad Education
• Based on the teachings of Robert Kiyosaki, entrepreneur, investor,
educator, and author of bestseller Rich Dad Poor Dad
• Worldwide intellectual property rights
• Best-selling personal finance book of all time
• RichDadEducation.com
7. INVESTOR PRESENTATION OTCQB:LEAI
6
Overview
Legacy Education Alliance - Brands
All trade and service marks and logos owned by or licensed to Legacy Education Alliance, Inc. or its affiliates. All rights reserved.
8. INVESTOR PRESENTATION OTCQB:LEAI
7
Market Landscape
North America
Market leader
Only public pure play
Brand development & diversification
Elite Business Star (Kevin Harrington, Shark Tank)
Brick Buy Brick (Phillip Buchanon, former NFL player)
Women in Wealth
The Independent Woman
Intellectual Property & Licensing Agreements
9. INVESTOR PRESENTATION OTCQB:LEAI
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Globally
Development of International Market
Global Reach 26 Countries
2015 New Offices
SOUTH AFRICA
HONG KONG
New brands thru acquisition + organic development
Intellectual Property & Licensing Agreements
Market Landscape
10. INVESTOR PRESENTATION OTCQB:LEAI
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Web Based
Online Instructor-Led Courses
Livestream Courses
On-Demand Courses
Worldwide e-learning revenue*:
$35.6B (2011)
$51.5B (2016e)
Intellectual Property & Licensing
Agreements
*Source: E-Learning Market Trends & Forecast 2014-16, a report by Docebo, March 2014
Market Landscape
11. INVESTOR PRESENTATION OTCQB:LEAI
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*New Offices in 2015
Market Landscape
Salt Lake city, UT Vaughn, Ontario
Cape Coral, FL
Richmond Surrey, U.K.
Johannesburg, South Africa*
Causeway Bay, Hong Kong*
15. INVESTOR PRESENTATION OTCQB:LEAI
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Revenue Segmentation
Significant Growth Opportunities Globally
• Workshops & Seminars
• Symposiums
• Conferences
86.1%
13.9%
Brand
Rich Dad Other Brands
• Online
• On-Demand
77.2%
22.8%
Brand
Rich Dad Other Brands
FY2014 FY2015
16. INVESTOR PRESENTATION OTCQB:LEAI
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Revenue Segmentation
Significant Growth Opportunities Globally
• Workshops & Seminars
• Symposiums
• Conferences
80.6%
19.4%
Brand
Rich Dad Other Brands
• Online
• On-Demand
74.7%
25.3%
Brand
Rich Dad Other Brands
1H15 1H16
17. INVESTOR PRESENTATION OTCQB:LEAI
16
Revenue Segmentation
Significant Growth Opportunities Globally
• Workshops & Seminars
• Symposiums
• Conferences
77.0%
23.0%
Brand
Rich Dad Other Brands
• Online
• On-Demand
75.5%
24.5%
Brand
Rich Dad Other Brands
2Q15 2Q16
18. INVESTOR PRESENTATION OTCQB:LEAI
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Our cash sales are a key metric for evaluating our operating performance
• Two ways revenue is recognized under US GAAP:
• When students attend their courses
• When term for taking their course expires
-This could be several fiscal quarters after the student purchases a
program and pays their fees (courses are paid in full).
Cash Sales
Deferred Revenue
Cash Sales
(Fee Paid in Full)
Agreement
Term Expiration
Attend Course
REVENUE
21. INVESTOR PRESENTATION OTCQB:LEAI
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Valuation Metrics
Company Name Ticker Share Price
Market Cap
(USD)
P/E(ttm) P/S(ttm)
Grand Canyon Education Inc LOPE $42.98 $2025.9M 14.2x 2.4x
DeVry Education Group Inc DV $22.68 $1423.1M 40.1x 0.8x
Apollo Education Group Inc APOL $9.03 $982.2M N/A 0.4x
Capella Education Co CPLA $59.84 $691.9M 17.5x 1.6x
Strayer Education Inc STRA $47.28 $524.5M 13.8x 1.2x
GP Strategies Corp GPX $24.14 $401.3M 22.0x 0.8x
American Public Education Inc APEI $22.24 $357.4M 10.8x 1.1x
Franklin Covey Co FC $16.08 $227.9M 39.5x 1.1x
Rosetta Stone Inc RST $9.09 $199.8M N/A 1.0x
Creative Learning Corp CLCN $0.13 $1.5M N/A 0.3x
Median $462.9M 17.5x 1.0x
Average $683.6M 22.6x 1.1x
Legacy Education Alliance Inc LEAI.PK $0.27 $5.9M 12.7x 0.1x
As of August 15, 2016
Source: Thomson Reuters, company
filings
22. INVESTOR PRESENTATION OTCQB:LEAI
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Leading Education Company
Strong cash position with minimal debt
Growth and diversification
LEAI trades at a discount to other publicly-traded companies in
education industry
Value Proposition
Metrics Industry Average LEAI
P/E (ttm) 22.6x 12.7x
P/S (ttm) 1.1X 0.1X
23. INVESTOR PRESENTATION OTCQB:LEAI
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Management Team
Anthony Humpage – Chief Executive Officer & Director
• CEO since 2012
• EVP & CFO of Government Liquidation
• CPA and British Chartered Accountant
• MBA Finance Degree from Western International University
Christian Baeza – Chief Financial Officer
• Director Financial Reporting & Asst. Corp. Controller- Kraton Performance Polymers, Inc.
• Accountant & Auditor with Arthur Anderson LLP
• B.B.A. Degree in Accounting & Finance, Florida International University
• CFO of Tigrent Inc.
Iain Edwards – Chief Operating Officer
• COO since 2013
• GM with Company since 2004
• Owned Jongor Limited
• Served in British Army
James E. May – Executive Vice President & General Counsel
• CAO & General Counsel since 2009
• Associate General Counsel – Gateway Computers
• VP, Deputy General Counsel – Blockbuster Videos, Inc.
24. INVESTOR PRESENTATION OTCQB:LEAI
23
Board of Directors
James Bass – Chairman of the Board
• Chairman as of July 2015
• Former CEO and director of Piper Aircraft and Suntron Corp.
• Former CEO of EFTC Corp., a subsidiary of Suntron
• Previously held management positions at Sony and GE
• Earned a B.S. from Ohio State University (1979)
Cary W. Sucoff – Director
• Director as of July 2015
• Owns & Operates Equity Source Partners, LLC
• President of New England Law/Boston, and Board of Trustees
• Serves on BOD for CFRX, SSPC and RTNB
• Earned a B.A. from SUNY Binghamton and J.D. from New England Law School
Peter Harper – Independent Director
• Independent Director and Chairman of the Audit Committee as of December 2015
• President and CFO at Twin-Star International
• Formerly CFO of Scottsdale Insurance and Suntron Corporation
• Senior Financial positions at Iomega Corporation and General Electric
• Earned a BS from San Jose State University (1983)
25. INVESTOR PRESENTATION OTCQB:LEAI
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Corporate Information
Attorney
Shumaker, Loop & Kendrick, LLP
101 E. Kennedy Blvd.
Tampa, FL 33602
813-229-7600
Auditor
MaloneBailey
9801 Westheimer Road, Suite 1100
Houston, TX 77042
713-343-4286
Transfer Agent
VStock Transfer
18 Lafayette Place
Woodmere, NY 11598
212-828-8436
Corporate
1612 E. Cape Coral Parkway
Cape Coral, FL 33904
239-542-0643
27. INVESTOR PRESENTATION OTCQB:LEAI
26
Appendix
Select Brand Overviews
Elite Business Star™ was created in partnership with entrepreneur Kevin Harrington, one of the original Sharks from the television show Shark Tank, Elite
Business Star is designed to help individuals grow their business through a variety of business strategies including marketing, asset protection, and
business financing.
Trade up Investor Education™ is a course dedicated to providing educational training designed to help investors increase their knowledge on how to use
stock options. Developed in conjunction with Investor’s Business Daily®, a leading financial news and research organization since 1984, customers are
offered educational support throughout the process.
The Independent Woman™ is a leader in the effort to provide educational training, seminars, and services designed to help women increase their financial
intelligence. Developed with Kim Kiyosaki, investor, entrepreneur, and bestselling author of Rich Woman and It’s Rising Time, our goal is to impart the
principles and strategies essential for improved financial security.
Building Wealth™ offers a curriculum focused on real estate and the fundamentals of negotiating real estate purchases with sellers, rehabilitating
distressed properties and leasing rental units to tenants to generate multiple sources of cash flow. Customers are taught the mechanics of completing a real
estate transaction in their community, from making an offer to closing the transaction, with an emphasis on creative financing strategies.
Making Money from Property with Martin Roberts offers a real estate curriculum focused on property auctions. The seminar is based on the real estate
experience and knowledge of Martin Roberts, a well-known U.K. presenter and property journalist who develops properties in the United Kingdom, Europe
and Canada. Customers are taught about buying property at auctions, rental and capital growth strategies, negotiating transactions and buying properties
overseas.
Women in Wealth™ teaches women how to take control of their financial circumstances, gain enough money and independence to achieve their financial
goals and gain information on the latest wealth-building strategies and techniques.
Robbie Fowler’s Property Academy offers a real estate curriculum focused on Buy-To-Let. The seminar reflects the real estate experience and knowledge of
Robbie Fowler, a well-known U.K. sports personality who invested heavily in a Buy-To-Let portfolio in the United Kingdom during and after his professional
football career. Customers are taught about buying property at auctions, rental and capital growth strategies and negotiating transactions.
28. INVESTOR PRESENTATION OTCQB:LEAI
27
Appendix
Select Brand Overviews (cont.)
Brick Buy Brick offers a curriculum focused on real estate and the fundamentals of negotiating real estate purchases with sellers, rehabilitating distressed
properties and leasing rental units to tenants to generate multiple sources of cash flow. Customers are taught the mechanics of completing a real estate
transaction in their community, from making an offer to closing the transaction, with an emphasis on creative financing strategies.
Rich Dad® Education: Our flagship brand based on the teachings of Robert Kiyosaki, an entrepreneur, investor, educator, and author of the best-selling
personal finance book of all time, Rich Dad Poor Dad. Mr. Kiyosaki has written more than 15 books with combined sales of more than 26 million
copies.
Rich Dad Stock Education: In our Rich Dad Stock Education program, we teach students how to become savvy investors that can potentially create
winning trades and profits in any market condition through the development of personal trading plans that are compatible with their current financial
situation, the level of risk they are comfortable with, and their long-term financial goals.