2023 Northeast Private Equity Conference

The 2023 SBIA Northeast Private Equity Conference will take place on Thursday, January 26, 2023 and Friday, January 27, 2023 at the Lotte New York Palace. The event offers insight into U.S. economic trends, updates about potential policy changes affecting your fund’s bottom line, and strategic, high-level networking opportunities with middle market colleagues.  


The Northeast Private Equity Conference…

  • attracts nearly 200 lower middle market fund managers, limited partners, investment bankers, and industry professionals
  • offers a close, collegial networking environment with senior-level decision makers
  • provides substantive, thoughtful content on the latest data, trends and best practices, and timely legislative and regulatory updates from Washington

SBIA members get significant discounts on participation in our events – join SBIA today

*Please Note: We are limiting attendance from Professional Service Providers (e.g. accountants, consultants, lawyers, etc.) to only those firms who are sponsors of the event or members of SBIA. For questions, please contact us at (202) 628-5055. 

REGISTER

Agenda

Please note that all times are Eastern Standard.

Click here to download an agenda.

Wednesday, January 25
6:00 p.m. – 8:00 p.m. WINC Rising Professionals Reception (By invitation, please.)
Thursday, January 26
10:30 a.mConference Registration Opens
10:30 a.m. – 4:30 p.m. Northeast Networking Lounge
1:00 p.m. - 3:00 p.m.WINC Refreshed - Not the Musical, Just Comedy (By invitation, please.)
3:00 p.m. - 4:00 p.m.2023 Fundraising Outlook: Perspectives from Active LPs
Steve Gord, Hidden River Strategic Capital, Session Moderator
Chaz Cocuzza, Apogem Capital
Nate Kirk, Everside
Adam McLaughlin, Webster Bank
4:00 p.m. – 4:30 p.m. Networking Refreshment Break
4:30 p.m. – 5:30 p.m. Ridin’ the Storm Out
Steve Pickhardt, GarMark Partners, Session Moderator
Terry Bressler, Prairie Capital Advisors
Hannah Craven, Stone Goff
Seth Friedman, Abacus Finance Group LLC
Corey Sclar, Brookside Capital Partners
5:30 p.m. – 7:00 p.m. Finding Deals and Building Networks Cocktail Reception
Friday, January 27
7:30 a.m. Conference Registration Opens
7:45 a.m. – 9:00 a.m. Networking Breakfast
7:45 a.m. – 9:00 a.m. Policy Breakfast for Lawyers and Accountants
(By invitation, please.)
David Parkhurst, Small Business Investor Alliance
Therese Meers, U.S. Small Business Administration
9:00 a.m. – 9:15 a.m. Welcome and Sponsor Recognition
Andrew Panzo, NewSpring Capital, Northeast Regional President
9:15 a.m. – 9:50 a.m. Washington Update: The New Congress and Its Impact on Private Equity
Brett Palmer, President, Small Business Investor Alliance
9:50 a.m. – 10:30 a.m. Current M&A Trends and Outlook for 2023
Michael Lasch, Pine Street Capital, Session Moderator
Terry Hannafin, Carter Morse & Goodrich
Mike Kent, BellMark Partners LLC
Bill Tyson, Fifth Third Bank
10:30 a.m. – 11:15 a.m. SBA Investment Division - Director's Discussion
Brett Palmer, Small Business Investor Alliance
Heath Morris, Director Office of Examinations, U.S. Small Business Administration
Michele Schimpp, Deputy Associate Administrator, Office of Investment and Innovation, U.S. Small Business Administration
11:15 a.m. – 11:30 a.m.Networking Refreshment Break
11:30 a.m. - 12:30 p.m. Keynote Presentation: Broadway as a Business
Hunter Arnold, TBD Theatricals
12:30 p.m. – 1:30 p.m.Networking Lunch
1:30 p.m.Conference Adjourns

 

The Northeast Private Equity Conference offers attendees the opportunity to meet and network with lower middle market fund managers, limited partners, intermediaries, and select professional service providers.

REGISTRATION PRICING

  • SBIA Members                        $695
  • Non Members*                        $825

For questions, contact the Event Registrar via email or at 202.628.5055.

Cancellation Policy:
All Northeast Conference registration cancellation and refund requests must be made in writing to SBIA via email. A full refund for the registration fee is available on or before January 6, 2023. After January 6, 2023 no refund is available for registration fees. You may transfer your registration to another member of your firm, by sending us an email. Northeast Private Equity Conference registration is non-transferable to registrants outside of your firm. SBIA regrets that refunds will not be given for no-shows.

*Please Note: We are limiting attendance from Professional Service Providers (e.g. accountants, consultants, lawyers, etc.) to only those firms who are sponsors of the event or members of SBIA. For questions, please contact us at (202) 628-5055. 

Code of Conduct:

With a shift to the endemic phase of Covid, SBIA reminds all registrants that if, within 48 hours prior to arrival at any SBIA-hosted event, you are feeling ill or think you may have COVID then please do not attend the event. If you have any additional questions, please do not hesitate to contact us at events@sbia.org or (202) 628-5055.

SBIA expects to host all scheduled events in person during 2023; however, due to health and safety concerns or government-imposed requirements because of the ongoing Covid pandemic, SBIA reserves the right to modify the in-person format and instead host an event virtually.

Meet Our Distinguished Speakers

The Northeast Private Equity Conference speaker lineup includes a variety of experienced industry professionals who are experts in their field. 2023 Conference speakers include:

Keynote Speaker: Hunter Arnold 
TBD Theatricals
Keynote: “Broadway as a Business”

 

 


Terry Bressler
Prairie Capital Advisors
Session: “Ridin’ the Storm Out”

 

 

Steve Gord
Hidden River Strategic Capital
Session: “2023 Fundraising Outlook: Perspectives from Active LPs”

 

 

Mike Kent
BellMark Partners, LLC
Session: “Current M&A Trends and Outlook for 2023”

 

 

Nate Kirk
Everside Capital Partners
Session: “2023 Fundraising Outlook: Perspectives from Active LPs”

 

 

Michael Lasch
Pine Street Capital
Session: “Current M&A Trends and Outlook for 2023”

 

 

Andrew Panzo
SBIA Northeast Regional President
NewSpring Capital
Session: “Welcome and Sponsor Thank You”

 

Brett Palmer
President
Small Business Investor Alliance
Session: ” Washington Update: The New Congress and Its Impact on Private Equity”

 

Bill Tyson
Fifth Third Bank
Session: “Current M&A Trends and Outlook for 2023”

 

Thank you to our 2023 Sponsors!

Exclusive

 

 

Event

 

 

 

RSM  ZookDinon

 

As a courtesy for the registrants of the Northeast Private Equity Conference, there will be a room block at:

Lotte New York Palace
455 Madison Avenue at 50th Street
New York, NY  10022

 

January 26 and 27 2023

Lotte New York Palace
455 Madison Avenue
New York , New York 10022

For questions, contact the Event Registrar via email or at 202.628.5055.