National Summit for Middle Market Funds

October 10-12, 2021

The 2021 National Summit for Middle Market Funds is set to take place Sunday, October 10 through Tuesday, October 12, 2021, at The Breakers in Palm Beach, Florida. Middle market private equity’s signature event, the National Summit for Middle Market Funds is designed to inspire, educate, and celebrate the industry.


Registration Coming in June 2021!


The premier national event for Lower Middle Market practitioners

The National Summit offers a unique environment to connect with fund managers, limited partners, investment bankers and select service providers over the course of three days and is considered a “not to be missed” conference by middle market practitioners. Recognized for its inspirational speakers and its unmatched networking and learning opportunities, the conference also features SBIA’s one-of-a-kind GP/LP matchmaking opportunity, CapitaLinx.

SBIA members get significant discounts on participation – join SBIA today

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.

National Summit Golf Tournament | The Breakers
The Breakers – Ocean Course
Arriving in Palm Beach early…why not relax on the golf course and start your networking early? All National Summit registrants and their spouses/significant others are welcome to play18 holes of friendly, competitive golf. Advanced registration required, please.
The Ocean Course has just emerged from a full-scale renovation by renowned golf course architect Rees Jones. Inheriting the original layout designed by Alexander H. Findlay in 1897, Jones’ makeover of the Ocean Course took inspiration from The Breakers’ philosophy of balancing preservation and modernization.

National Summit Tennis Tournament | The Breakers
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, a fully outfitted pro shop and the latest tennis fashions and expert equipment. 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.

Lounging…Breakers Style | The Breakers
The Breakers Beach Club Bungalows
Enjoy lounging by the pool and meet with friends at the SBIA National Summit Bungalows.

Please Note: 

  • Advance Registration Required for Golf and Tennis Tournaments
  • Activities may be subject to change

Event Details

Day 1
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.)
Day 2
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
12:00 p.m. – 1:30 p.m. Women Investors Networking Picnic and Garden Games (By invitation only, please.)
2:00 p.m. – 4:00 p.m. Tennis Tournament
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
5:00 p.m. – 6:00 p.m.Capital Raising Success Stories – A Candid Conversation with A Leading Fund Founder
6:00 p.m. – 7:30 p.m.Welcome to the Summit Networking Reception
7:30 p.m. – 9:30 p.m.New Members’ Dinner (By invitation only, please.)
Day 3
All DaySummit Registration
All DaySummit Lounge
7:30 a.m. – 9:00 a.m. Networking Breakfast
Limited Partners Networking Breakfast (Invitation only, please.)
9:00 a.m. – 4:30 p.m. CapitaLinx
9:00 a.m. – 9:30 a.m. Welcome to the National Summit for Middle Market Funds
9:30 a.m. – 10:30 a.m. Keynote Presentation:
A.I. The Fourth Industrial Revolution-Transforming Businesses Large and Small
Greg Williams, WIRED
10:30 a.m. – 11:00 a.m.Networking Break
11:00 a.m. – 12:00 p.m.Legislative and Regulatory Review
12:00 p.m. - 1:30 p.m.Networking Luncheon
1:30 p.m. – 2:00 p.m.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
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, Bestselling Author, “Mistakes Millionaires Make”
5:00 p.m. – 7:00 p.m.Dealmakers Wine Tasting Reception
Day 4
All DaySummit Lounge
7:00 a.m. – 12:00 p.m. Summit Registration
7:30 a.m. – 9:00 a.m. Networking Breakfast
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
12:15 p.m. – 1:30 p.m. Networking Luncheon and Presentation - Macro View of the National Economy
Tim Quinlan, Senior Economist, Wells Fargo Securities
1:30 p.m. Closing Remarks and End of the Summit Raffle

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 partnersinvestment bankers, and select professional service providers over the course of three days. To view the firms that attended in 2019, CLICK HERE!


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.

Thank you to our 2021 Sponsors!


Winston & Strawn LLP






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 was held on Monday, October 12 from 5:00 – 7:00 pm during the National Summit for Middle Market Funds in Palm Beach,  FL. The Deal Maker’s Winetasting Reception provided lower middle market fund managers, limited partners, and investment bankers the opportunity to network over a variety of wines and appetizers.

October 10, 11, and 12 2021

The Breakers
1 South County Rd
Palm Beach, Florida 33480

For any questions, please contact us via email or at 202.628.5055.