October 13-15, 2013  |  The Breakers  |  Palm Beach, FL

AGENDA  •  ACTIVITIES  •  HOTEL  •  SPEAKERS  •  SPONSORS

 

 

 
One of the main draws for the National Summit for Middle Market Funds is the engaging speakers and essential content. The bios and credentials of our distinguished 2012 speakers and panelists are presented below.


Keith Ferrazzi
Ferrazzi Greenlight, Inc.
Professional Relationship Expert, Author & Speaker
Session:
Building Relationships that Create Success
Speaker Bio  |  Video Clip 
Greg Valliere
The Potomac  Group
Chief Political Strategist
Session:
Politics and Private Equity, What to Expect This Election Year and Beyond
Speaker Bio
Mark Yusko
Morgan Creek Capital Management
Founder, CIO and CEO 
Speaker Bio

Faraz Abbasi  Centerfield Capital Partners
Mike Blackburn  Petra Capital Management
John Champagne  Gleneagles Group LLC
Julia Corelli  Pepper Hamilton LLP
Karen Craig Nimes Capital
Terry Crikelair  Champlain Advisors, LLC
Sean Dorsey League Park Advisors
Daphne J. Dufresne  RLJ Equity Partners
Matt Dwyer  Matthews Carter & Boyce, CPAs
Mike Evans Ancor Capital
Greg Foy  The Brookside Group
Kirk Feuerbach  D.S. Brown Company
Vince Foster Main Street Capital Corporation
Carolyn Galiette Ironwood Capital
Frank Galioto  McNally Capital
Greg Gorlinski  Cleary Gull
Jeri Harman  Avante Mezzanine

Harry Haskins  U.S. Small Business Administration

Pam Hendrickson  The Riverside Company

Larry Herman Raymond James

Matt HoganBruen  BAML Capital Access Funds

Lawrence Jackson  New Mountain Capital

Neil Keegan Roanoke Capital Management
Kevin Kelly Applications Experts
Kurt Krieger  Huntsman Gay Global Capital LLC
Cynthia Krus Sutherland
Steve Lilly Triangle Capital Corporation
Marja Maddrie  U.S. Small Business Administration
Rocco Martino LaSalle Capital Group
Dave McCoy RCP Advisors
Charles McCusker  Patriot Capital
Kevin Meyers  Turtle Creek Investment Advisors, LLC
Michael Painter Plexus Capital
Dr. John Paglia  Pepperdine Capital Markets Project, Graziadio School of Business & Management,
                             Pepperdine University
Brent Paris  Dubin Clark & Company, Inc. 
Tim Rafalovich  Wells Fargo Bank
Alan Roth  Edwards Wildman Palmer
Steve Soderling  Tonka Bay Equity Partners
Zia Uddin Monroe Capital
Peter Van Raalte  Corinthian Capital Group
Steve Vivian  Kestrel Capital Group
Jen Wilson  Thrivent
David Winter  Hogan Lovells US LLP

 

The National Summit for Middle Market Funds is produced by the Small Business Investor Alliance. To learn more about SBIA visit our website.

 

Details at a Glance

             Sunday, October 13
   11:00 a.m.    Registration Opens
   12:00 p.m.    Golf Tournament Tee Off
     2:00 p.m.    Tennis Tournament
     3:30 p.m.    Fun Run
     5:30 p.m.    Opening Cocktail Reception
             
            Monday, October 14
    7:00 a.m.    Registration
     7:30 a.m.    Networking Breakfast
     9:00 a.m.    General Sessions
     5:00 p.m.    Winetasting 
     7:00 p.m.    Dinner on your own

               Tuesday, October 15
     7:30 a.m.   Networking Breakfast
     9:00 a.m.   General Sessions
     3:00 p.m.   Event Concludes


The Venue

The Breakers
One South County Road
Palm Beach, FL 33480
(888) 273-2537





The Breakers is a historic
luxury resort located on 140
acres of oceanfront in the heart
of Palm Beach. 

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