2022 National Summit for Middle Market Funds
Registration is now open.
Middle market private equity’s signature event, the National Summit for Middle Market Funds is designed to inspire, educate, and celebrate the industry. The National Summit offers the lower middle market a unique environment to connect with fund managers, limited partners, investment bankers and select service providers. The conference also features SBIA’s one-of-a-kind GP/LP matchmaking opportunity, CapitaLinx. If you have any questions, please contact us at (202) 628-5055 or events@sbia.org.
The National Summit for Middle Market Funds offers a variety of activities for participants to get an early start on networking.
All of our leisure activities are open to conference participants, as well as their spouse/significant other.
| Activities Registration | |
| Activity | Price |
| Golf Tournament | $275 |
| Tennis Tournament | $75 |
National Summit Golf Tournament | The Breakers
Sponsored by Troutman Pepper
Arriving in Palm Beach early…why not start your networking? All National Summit registrants and their spouses/significant others are welcome to play18 holes of friendly, competitive golf. Advanced registration required, please.
National Summit Tennis Tournament | The Breakers
Sponsored by Hogan Lovells
Enjoy an afternoon on the courts. Voted one of the “top 50 tennis resorts,” The Breakers tennis facility features 10 beautifully groomed Har-Tru courts. Our round-robin non-elimination tournament provides fun and fierce competition for players of all skill levels. The Tennis Center also offers USPTA/USPTR certified professional instruction, clinics and private court time.
National Summit Bungalows | The Breakers
Sponsored by RSM
Meet friends and network poolside in the SBIA National Summit Bungalows.
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. For questions, contact us at 202.628.5055.
Agenda
Please note that all times are Eastern Standard.
Click here to view a PDF version of the agenda.
| Saturday, October 1 | |
| 9:00 a.m.– 6:00 p.m. | SBIA Networking Bungalows (All registrants, spouses/significant others and families are welcome.) |
| 4:00 p.m. – 6:00 p.m. | Early Arrivals Reception - Poolside Networking Hosted by the SBIA Board of Governors Chair Peter Huff, Blue Sage Capital (All registrants, spouses/significant others and families are welcome.) |
| Sunday, October 2 | |
| 8:00 a.m. - 11:00 a.m. | SBIA Board of Governors Meeting (By invitation only, please.) |
| 9:00 a.m.– 6:00 p.m. | SBIA Networking Bungalows (All registrants, spouses and families are welcome.) Sponsored by Polsinelli and RSM |
| 10:00 a.m. – 7:30 p.m. | Summit Registration Conference Mobile App Sponsored by FORVIS |
| 11:00 a.m. – 4:00 p.m. | National Summit Golf Tournament - The Breakers Ocean Course Lunch and warm up at 11:00 a.m. with a Shotgun Start at 12:00 p.m. Sponsored by Troutman Pepper |
| 2:00 p.m. - 7:30 p.m. | Summit Internet Lounge Computers, Wi-Fi, and printers to enable you to stay fully in touch and operational. Sponsored by Hogan Lovells |
| 2:00 p.m. – 4:00 p.m. | Tennis Tournament at The Breakers A fun Round Robin Tournament for all skill levels. Sponsored by Ice Miller |
| 2:00 p.m. – 6:00 p.m. | Summit Networking and Exhibit Lounge A great place to meet with Summit sponsors and colleagues. Charging Stations Sponsored by Winston & Strawn Refreshments Sponsored by Eversheds Sutherland |
| 2:00 p.m. – 5:30 p.m. | CapitaLinx Pre-scheduled, private GP-LP meetings. |
| 5:00 p.m. – 6:00 p.m. | Sunday at the Summit – Association and Washington Update Brett Palmer, Small Business Investor Alliance |
| 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.) Sponsored by JP Morgan Securities, Credit Suisse, Goldman Sachs |
| 7:30 p.m. – 9:30 p.m. | New Members’ Dinner (By invitation only, please.) A private dinner to welcome new Small Business Investor Alliance members who have recently joined the association. |
| Monday, October 3 | |
| All Day | Summit Registration Conference Mobile App Sponsored by FORVIS |
| 7:00 a.m. – 5:00 p.m. | Summit Internet Lounge Computers, Wi-Fi, and printers to enable you to stay fully in touch and operational. Sponsored by Hogan Lovells |
| 7:30 a.m. – 5:00 p.m. | Summit Networking and Exhibit Lounge A great place to meet with Summit sponsors and colleagues. Charging Stations Sponsored by Winston & Strawn |
| 7:30 a.m. – 9:00 a.m. | Networking Breakfast Enjoy breakfast seated by region to help you meet those doing deals in your backyard. Sponsored by Matthews Carter Boyce |
| 7:30 a.m. – 9:00 a.m. | Limited Partners Networking Breakfast (Invitation only, please.) Breakfast and Networking exclusively for our Limited Partners attendees. This session will feature LP-specific investment data and discussions. |
| 9:00 a.m.– 6:00 p.m. | SBIA Networking Bungalows (All registrants, spouses and families are welcome.) Sponsored by Polsinelli and RSM |
| 9:00 a.m. – 4:30 p.m. | CapitaLinx Pre-scheduled, private GP-LP meetings. |
| 9:00 a.m. – 9:30 a.m. | Welcome to the National Summit for Middle Market Funds A warm welcome to the association’s pinnacle event. Peter Huff, Blue Sage Capital, SBIA Chair |
| 9:30 a.m. – 10:30 a.m. | Keynote Presentation: Candid Commentary about ... Everything Jason Riley, Senior Fellow at the Manhattan Institute Columnist for the Wall Street Journal |
| 10:30 a.m. – 11:00 a.m. | Networking Break Sponsored by Locke Lord |
| 11:00 a.m. - 12:00 p.m. | SBIA’s ESG Working Group Report Highlights from the research, survey results, and progress of the ESG Subcommittees. Faraz Abbasi, Centerfield Capital Melanie Brensinger, Anagenesis Capital Partners, LLC Greg Brown, Frank H. Kenan Institute of Private Enterprise, University of North Carolina at Chapel Hill Stacey Wittelsberger, Patriot Capital |
| 12:15 p.m. – 1:30 p.m. | Luncheon and Special Presentations Sponsored by CohnReznick |
| 2:00 p.m. – 2:30 p.m. | Networking Break Sponsored by Bass Berry Sims |
| 2:30 p.m. – 3:30 p.m. | Human Capital Development: Talent Sourcing and Recruitment Ann Ferreira, Lake Country Capital, Session Moderator Matt Beck, Longshore Capital Partners Lakshmi Bhojraj, Cornell University Pam S Nightingale, Piper Sandler & Co. |
| 3:30 p.m. – 4:00 p.m. | Networking Break Sponsored by Zook Dinon |
| 4:00 p.m. – 5:00 p.m. | Managing Funds - From the LP's Perspective Carl Kopfinger, TD Bank, Session Moderator Charlie Groux, Huntington Private Capital Carolyn Thagard, Regions Bank Gijs Van Thiel, 747 Capital Jonathan Wilson, Siguler Guff & Company |
| 5:00 p.m. – 7:00 p.m. | Dealmakers Winetasting Reception Make new connections, and enjoy different varietals of wine, poured by Limited Partners representing banks, family offices, insurance companies, fund of funds, and endowments/foundations. (All registrants and their spouse/significant other are welcome.) |
| 9:00 p.m. – 9:45 p.m. | WINC's "Fish" to a "Shark" The Basics of Texas Hold 'em Summit registrants who participate in WINC initiatives are encouraged to join this fun tutorial and light reception to learn how to play Texas Hold 'em. Our experts will share basic hands, strategies, and terminology so that no one can call you a Fish... |
| 9:45 p.m. – 11:00 p.m. | Texas Hold 'em Nightime Networking All Summit registrants and their spouse/significant other are welcome to join us for a few hands of Texas Hold 'em poker. This just for fun (not for money) poker evening will feature light snacks, a cash bar, and a fun place to network. (All registrants and their spouse/significant other are welcome.) |
| Tuesday, October 4 | |
| 7:00 a.m. – 12:00 p.m. | Summit Registration Conference Mobile App Sponsored by FORVIS |
| 7:00 a.m. – 12:00 p.m. | Summit Internet Lounge Computers, Wi-Fi, and printers to enable you to stay fully in touch and operational. Sponsored by Hogan Lovells |
| 7:30 a.m. – 1:30 p.m. | Summit Networking and Exhibit Lounge A great place to meet with Summit sponsors and colleagues. Charging Stations Sponsored by Winston & Strawn |
| 7:30 a.m. – 9:00 a.m. | Networking Breakfast Get an early start on the days networking before the content sessions get underway. Sponsored by Standish Management |
| 7:30 a.m. – 9:00 a.m. | SBIA Policy Breakfast for Lawyers and Accountants (Invitation only, please.) A special opportunity for service providers to discuss key SBIC operations issues. Including SBIA and SBA professionals. |
| 8:00 a.m. – 12:00 p.m. | CapitaLinx Pre-scheduled, private GP-LP meetings. |
| 9:00 a.m.– 1:30 p.m. | SBIA Networking Bungalows (All registrants, spouses and families are welcome.) Sponsored by Polsinelli and RSM |
| 9:00 a.m. – 10:00 a.m. | State of the Market: Choppy Waters or Smooth Sailing Ahead? Jim Jeffries, Wells Fargo, Session Moderator Graeme Frazier, Private Capital Research, LLC Pam Hendrickson, The Riverside Company Joe Katcha, High Street Capital |
| 10:00 a.m. – 11:00 a.m. | Keynote Presentation - The Big Picture: A Geopolitical and Geo-Economic Outlook John Sitilides, Trilogy Advisors LLC |
| 11:00 a.m. – 11:30 a.m. | Networking Break Sponsored by Foley Hoag |
| 11:30 a.m. – 12:15 p.m. | SBA Office of Investment and Innovation An overview of prospective regulations, SOPs, Tech Notes and special initiatives from the SBA’s leadership. Brett Palmer, Small Business Investor Alliance Bailey DeVries, Office of Investment and Innovation, U.S. Small Business Administration |
| 12:15 p.m. – 1:30 p.m. | Networking Luncheon Sponsored by Robinson+Cole |
| 1:30 p.m. | Closing Remarks and End of the Summit Drawing Gayle Hughes, Merion Investment Partners |
| 2:30 p.m. - 5:30 p.m. | SBIA Executive Committee Meeting (By invitation only, please.) |
The Premier Fundraising Event For Lower Middle Market Private Equity Funds
Scheduled for October 2-4, 2022 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.
Attending the National Summit offers you a unique opportunity to connect with 400+ private equity fund managers, limited partners, and investment bankers, as well as select professional service providers. 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 applicable registrant categories.
Registered attendees may book ONE room in the block.
2022 Pricing
| Registration Category | |
| SBIA Member | |
| Fund, Fund in Formation, Intermediary & Professional Service Provider (Sponsor) | $2500 |
| Limited Partner | $0 (applies to first two registrants) |
| Non Member | |
| Fund, Fund in Formation, Intermediary & *Limited Partner | $4300 |
| **First Time Attendee (Funds Only) | $3200 |
*Limited Partners participating in CapitaLinx are eligible for a complimentary registration, please contact us at CapitaLinx@sbia.org for eligibility.
**Limited Availability; contact us at events@sbia.org for eligibility
Thank You to Our 2022 Distinguished Speakers
The National Summit for Middle Market Funds speaker lineup includes a variety of experienced industry professionals who are experts in their field.
2022 Conference speakers include:
Keynote Speakers
Jason Riley
Senior Fellow at the Manhattan Institute, Columnist for the Wall Street Journal
Session: Keynote Presentation: Candid Commentary about … Everything
John Sitilides
Trilogy Advisors LLC
Session: Keynote Presentation – The Big Picture: A Geopolitical and Geo-Economic Outlook
Brett Palmer
Small Business Investor Alliance
President
Gayle Hughes
Merion Investment Partners
SBIA Chair-Elect
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
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
If you’ve arrived early, please join us Saturday afternoon at the SBIA Bungalows for a relaxed-poolside, informal reception. Hosted by SBIA Chair Peter Huff, 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
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
Advanced Registration Required
Boxed lunch and warm up 11:00 a.m. First Tee-off, 12:00 p.m.
Tennis Tournament at The Breakers
Advanced Registration Required
A fun Round Robin Tournament for all skill levels.
Welcome to the Summit Networking Reception | The Breakers
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
Start the day with a light breakfast and new friends.
Dealmakers’ Winetasting Reception
An annual favorite, this networking event featuring different varietals of wine poured by our Limited Partners representing 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
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 ROAD | 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.