To view a pdf version of the 2019 conference agenda, please click here.

Saturday, October 5

9:00 a.m. – 6:00 p.m.	SBIA Networking Bungalows (All registrants, spouses and families are welcome.)
4:00 p.m. – 6:00 p.m.	Early Arrivals Reception – Poolside Networking (All Registrants, spouses and families are welcome.)

Sunday, October 6

9:00 a.m. – 6:00 p.m.	SBIA Networking Bungalows (All registrants, spouses and families are welcome.)
11:00 a.m. – 7:30 p.m.	Summit Registration
11:30 a.m. – 4:30 p.m.	National Summit Golf Tournament – The Breakers Ocean Course (Advanced Registration Required) Lunch and warm up 11:30 a.m. Tee-off 12:00 p.m.
12:00 p.m. – 1:30 p.m.	Women Investors Networking Picnic and Garden Games (By invitation only, please.) An exclusive networking event for senior-level women fund managers, limited partners and investment bankers.
2:00 p.m. – 4:00 p.m.	Tennis Tournament at The Breakers A fun Round Robin Tournament for all skill levels. (Advanced Registration Required)
2:00 p.m. – 5:30 p.m.	CapitaLinx
4:00 p.m. – 6:00 p.m.	Sunday at The Summit – Educational Sessions
4:00 p.m. – 5:00 p.m.	Meet Your Lobbyists Brett Palmer, President, Session Moderator Carmen Canavan, Government Relations and PAC Manager Will Gardner, Director of Government Relations David Parkhurst, General Counsel Tonnie Wybensinger, Executive Director of Government Relations
5:00 p.m. – 6:00 p.m.	Capital Raising Success Stories – A Candid Conversation with a Leading Fund Founder Carolyn Galiette, Ironwood Capital, Session Moderator Michael Falk, Comvest Partners
6:00 p.m. – 7:30 p.m.	Welcome to the Summit Networking Reception Enjoy friends, old and new, as we start this year’s National Summit. (All registrants and their spouse/significant other are welcome.)

Monday, October 7

All Day	Summit Registration
All Day	Summit Lounge Computers, Wi-Fi, and printers to enable you to stay fully in touch and operational.
7:30 a.m. – 9:00 a.m.	Networking Breakfast
7:30 a.m. – 9:00 a.m.	Limited Partners’ Breakfast (By invitation only, please.)  Breakfast and Networking exclusively for our Limited Partners attendees.
9:00 a.m. – 4:30 p.m.	CapitaLinx
9:00 a.m. – 10:30 a.m.	Keynote Presentation: A.I. The Fourth Industrial Revolution-Transforming Businesses Large and Small Greg Williams, Editor-in-Chief, WIRED
10:30 a.m. – 11:00 a.m.	Networking Break
11:00 a.m. – 12:00 p.m.	Legislative and Regulatory Review Brett Palmer, Small Business Investor Alliance, President
12:00 p.m. – 1:30 p.m.	Networking Luncheon and Special Presentation
1:30 p.m. – 2:00 p.m.	Networking Break
2:00 p.m. – 2:30 p.m.	Mezzanine Market Survey Results Preston Walsh, PNC Mezzanine Capital
2:30 p.m. – 3:30 p.m.	Risk vs. Equity … are Today’s Mezz Deals Priced Appropriately? Joshua Sobeck, 747 Capital, Session Moderator Tom Bain, Columbia Partners Private Capital Brooke Balcom, First Financial Bank Anne Vazquez, NewSpring Mezzanine
3:30 p.m. – 4:00 p.m.	Networking Break
4:00 p.m. – 5:00 p.m.	Growth Without Grief – Lessons from “Mistakes Millionaires Make” Harry Clark, Pathway Partners, LLC, Author, “Mistakes Millionaires Make”
5:00 p.m. – 7:00 p.m.	Dealmakers Winetasting Reception (All registrants and their spouse/significant other are welcome.)

Tuesday, October 8

7:00 a.m. – 12:00 p.m.	Summit Registration
7:30 a.m. – 9:00 a.m.	Networking Breakfast For those early risers, get an early start on the days networking before the content sessions get underway. SBIA Policy Breakfast for Lawyers and Accountants (By invitation only, please)
8:00 a.m. – 12:30 p.m.	CapitaLinx
9:00 a.m. – 10:00 a.m.	Keynote Presentation: To Lead is to Listen – A Unique Perspective on Building Strong Teams Isaac Lidsky, Founder, Underscore CLT
10:00 a.m. – 10:30 a.m.	Networking Break
10:30 a.m. – 11:30 a.m.	The State of the Market – Where We Are in the Cycle Tim Rafalovich, Wells Fargo, Session Moderator Ian Fowler, Barings BDC, Inc. Pam Hendrickson, The Riverside Company Ron Kahn, Lincoln International
11:30 a.m. – 12:15 p.m.	The Growing Influence of AI Technology on the Financial Industry Amit Jain, Keybank, Session Moderator Will Coleman, Cohen & Co. Steve Grubbs, VictoryXR
12:15 p.m. – 1:30 p.m.	Networking Luncheon and Special Presentation The Macro View of the National Economy Tim Quinlan, Senior Economist, Wells Fargo Economics
1:30 p.m.	Closing Remarks and End of the Summit Raffle  Faraz Abbasi, Centerfield Capital Partners Conference Concludes

The Premier Fundraising Event For Lower Middle Market Private Equity Funds

Scheduled for October 6-8, 2019 during the National Summit for Middle Market Funds, CapitaLinx is a unique opportunity for GPs, particularly those that are fundraising or plan to go to market in the near future. Unlike other industry conferences that offer speed networking, at CapitaLinx:

• Meetings are held for twenty-five minutes in private offices, making them both efficient and productive
• Meeting selections are made by LPs, ensuring that your valuable time is spent with LPs that have an interest in your team and strategy
• All Funds that register for the National Summit are eligible to participate in CapitaLinx – there is no additional fee to participate.*

CONTACT US

If you have any questions regarding CapitaLinx, please contact us via email or at 202.628.5055.

*GPs planning to fundraise at CapitaLinx for a Fund-in-Formation must be SBIA Members to participate.

The National Summit for Middle Market Funds is the premier national event for the Lower Middle Market. Attending the National Summit offers you a unique opportunity to connect with 400+ private equity fund managers, limited partners, investment bankers, and select professional service providers over the course of three days. To view the firms currently registered for 2019, CLICK HERE!

REGISTRATION IS NOW SOLD OUT!

Registration for the National Summit for Middle Market Funds includes all of the content sessions throughout the event for all attendee categories, and specific networking opportunities and pricing for the following registrant categories:

2019 Pricing

Registration Category	Pricing
SBIA Member
Fund, Fund in Formation, Intermediary & Professional Service Provider (Sponsor)	$2100
Limited Partner	$0 (applies to first two registrants)
SBIA Additional Member
Fund, Fund in Formation, Intermediary & Professional Service Provider (Sponsor)	$1950
Limited Partner	$850 (applies after two comp registrants)
Non-Member
Fund, Fund in Formation	$3800
Intermediary	$2500
Limited Partner	$1700
First-Time Attendee (Funds Only)*	$2400
Spouse/Significant Other (not an industry professional)
Spouse/Significant Other	$0

*Limited Availability; contact us at events@sbia.org for eligibility

Activities Registration

Activity	Price
Golf Tournament	$275
Tennis Tournament	$75

 

Please Note: We are limiting attendance from Professional Service Providers (accountants, consultants, lawyers, due diligence and executive search firms, and software providers) to only those firms who are sponsors of the event or members of SBIA.  For questions, contact us at 202.628.5055.

 

*Cancellation Policy: All National Summit registration cancellations and refund requests must be made in writing to SBIA via email by July 26, 2019 in order to receive a full refund. If your cancellation and refund request is made between July 27, 2019 and September 20, 2019 a refund of all fees, minus a $400 administrative fee will be given. After September 20, 2019 no refund is available. Golf and tennis registrations are subject to the National Summit cancellation policy. You may transfer your registration to another member of your firm by sending an email to events@sbia.org. National Summit registration, including activity registration, is non-transferable to registrants outside of your firm.  SBIA regrets that refunds will not be given for no-shows.

Meet Our Distinguished Speakers

To view a pdf version of the 2019 conference agenda, please click here.

The National Summit for Middle Market Funds speaker lineup includes a variety of experienced industry professionals who are experts in their field. 2019 Conference speakers include:

2019 Keynote Speakers

Steve Grubbs
CEO & Co-Founder
VictoryXR
Session: The Growing Influence of AI Technology on the Financial Industry

Spouse/Significant Other Registration

Spouse / Significant Other registration* is complimentary with your registration for the National Summit for Middle Market Funds, however advanced registration is required. Please see below for a schedule of events.

SATURDAY – TUESDAY
Lounging…Breakers Style | The Breakers Beach Club Bungalows
Saturday, October 5 – Tuesday, October 8 | 9:00 a.m. – 5:00 p.m.
Enjoy a little time at the pool and get some networking done at the same time. SBIA Bungalows will be marked and your meals and refreshments can be charged to your room. Guests staying off property are welcome to enjoy the SBIA Bungalows and Beach Club by showing their National Summit badge at the Beach Club check-in desk. The Breakers features five relaxing whirlpool spas and four oceanfront pools, including the “active” pool ideal for families.

SATURDAY
Early Arrivals Cocktail Reception | The Breakers Beach Club Bungalows
4:00 p.m. – 6:00 p.m.
If you’ve arrived early, please join us Saturday afternoon at the SBIA Bungalows for a relaxed-poolside, informal reception. Hosted by SBIA Chair Carolyn Galiette, this is a wonderful opportunity to renew old friendships and welcome new friends into your circle. This super-casual event will also feature fun foods and activities for the kids, so please bring them along!

SUNDAY
Rise-n-Shine Yoga | The Breakers Ocean Lawn
8:30 – 9:30 a.m.
Rub the sleep from your eyes and join us for a calming mind-body experience on the Ocean Lawn. Our Yogini will take you through a series of stretches that are guaranteed to reduce stress, improve your fitness and boost your energy. Water, mats, and towels will be provided. Namaste.

National Summit Golf Tournament | The Breakers Ocean Course
11:00 a.m. – 4:30 p.m.
Advanced Registration Required
Boxed lunch and warm up 11:30 a.m. First Tee-off, 12:00 p.m.

Tennis Tournament at The Breakers
2:00 p.m. – 4:00 p.m.
Advanced Registration Required
A fun Round Robin Tournament for all skill levels.

Welcome to the Summit Networking Reception | The Breakers
6:00 p.m. – 7:30 p.m.
Enjoy savory hors d’oeuvres and tropical cocktails under the twinkling Florida stars. Let the gentle ocean waves ease away the stress of traveling as you meet with friends old and new. Recommended attire: Resort dressy

MONDAY
Spouse / Significant Other Continental Breakfast
9:30 a.m. – 10:30 a.m.
Start the day with a light breakfast and new friends.

Dealmakers’ Winetasting Reception
5:00 p.m. – 7:00 p.m.
An annual favorite, this networking event featuring different varietals of wine poured by our Limited Partners representing more than 40 banks, family offices, insurance companies, fund of funds, and foundations/endowments. A perfect way to start the evening before exploring restaurants at The Breakers and in Palm Beach. All registrants and their spouse/significant other are welcome to attend. Recommended attire: Resort dressy

TUESDAY
Spouse / Significant Other Continental Breakfast
9:30 a.m. – 10:30 a.m.
Start the day with a light breakfast and new friends.

*Please note, only those who are not practitioners in the industry qualify for this registration.

 

THE BREAKERS | ONE SOUTH COUNTY RD | PALM BEACH, FL 33480 | 888.273.2537

The National Summit for Middle Market Funds is being held at The Breakers, a historic luxury resort located on 140 acres of oceanfront property in the heart of Palm Beach. Distinguished as a AAA Five-Diamond property, The Breakers offers a multitude of amenities including two 18-hole championship golf courses, a 20,000 square foot oceanfront spa, tennis courts, and five swimming pools. For detailed property features and amenities, visit The Breakers website.

Only registrants of the National Summit for Middle Market Funds are eligible for the conference room block rate, once registered. 

The 2019 Dealmaker’s Winetasting Reception will be held on Monday, October 7 from 5:00 – 7:00 pm during the National Summit for Middle Market Funds in Palm Beach,  FL. The Deal Maker’s Winetasting Reception provides lower middle market fund managers, limited partners, and investment bankers the opportunity to network over a variety of wines and appetizers.