National Summit for Middle Market Funds

Scheduled for October 11-13, 2020 at The Breakers in Palm Beach, FL the National Summit for Middle Market Funds is the premier national event for Lower Middle Market practitioners. The Summit offers a unique environment to connect with 400+ fund managers, limited partners, investment bankers and select service providers over the course of three days. The National Summit program offers participants engaging speakers, exceptional networking, and essential content, all in an attractive setting.

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

2019 Conference Agenda

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 

 

Check back here for the 2020 Agenda!

The Premier Fundraising Event For Lower Middle Market Private Equity Funds

Scheduled for October 11-13, 2020 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 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.

2020 Pricing to be published at a later date

Thank you to our 2019 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

Greg Williams
Editor-in-Chief
WIRED Magazine
Keynote Presentation: A.I. The Fourth Industrial Revolution-Transforming Businesses Large and Small
Isaac Lidsky
Author, Speaker, Entrepreneur
Keynote Presentation: To Lead is to Listen – A Unique Perspective on Building Strong Teams

Brett Palmer
President
Small Business Investor Alliance
Session: Legislative and Regulatory Review
Faraz Abbasi
Senior Partner
Centerfield Capital
SBIA Chair Elect
Curtis Hartman
Vice Chairman, Chief Credit Officer and Senior Managing Director
Main Street Capital
SBIA Chair
Tom Bain
Managing Director
Columbia Partners Private Capital
Session: Risk vs. Equity … are Today’s Mezz Deals Priced Appropriately
Brooke Balcom
Structured Finance Managing Director & Group Head
First Financial Bank
Session: Risk vs. Equity … are Today’s Mezz Deals Priced Appropriately
Carmen Canavan
Government Relations and PAC Manager
Small Business Investor Alliance
Session: Meet Your Lobbyists
Harry Clark
Author
Pathway Partners, LLC

Session: Growth Without Grief -Lessons from “Mistakes Millionaires Make”
Will Coleman
Director of Technology Advisory Services
Cohen & Company
Session: The Growing Influence of AI Technology on the Financial Industry
Michael Falk
Chairman, Managing Partner, Co-Founder
Comvest Partners
Session: Capital Raising Success Stories – A Candid Conversation with Leading Fund Founder

Ian Fowler
Managing Director
Barings

Session: The State of the Market –Where We Are in the Cycle
Carolyn Galiette
President & Chief Investment Officer
Ironwood Capital
Session: Capital Raising Success Stories – A Candid Conversation with Leading Fund Founder
Will Gardner
Director of Government Relations
Small Business Investor Alliance
Session: Meet Your Lobbyists

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

Pam Hendrickson
COO & Vice Chairman, Strategic Initiatives
The Riverside Company
Session: The State of the Market –Where We Are in the Cycle
Amit Jain
Head of Credit Modeling & Advanced Analytics
KeyBank
Session: The Growing Influence of AI Technology on the Financial Industry
Ron Kahn
Managing Director
Lincoln International
Session: The State of the Market –Where We Are in the Cycle
David Parkhurst
General Council
Small Business Investor Alliance
Session: Meet Your Lobbyists

Tim Quinlan
Senior Economist
Wells Fargo Economics
Session: The Macro View of the National Economy
Tim Rafalovich
Senior Vice President
Wells Fargo
Session: The State of the Market –Where We Are in the Cycle
Joshua Sobeck
Partner
747 Capital
Session: Risk vs. Equity … are Today’s Mezz Deals Priced Appropriately
Anne Vazquez
Partner
NewSpring Mezzanine
Session: Risk vs. Equity … are Today’s Mezz Deals Priced Appropriately?
Preston Walsh
Partner
PNC Mezzanine Capital
Session: Mezzanine Market Survey Results
Tonnie Wybensinger
Executive Director of Government Relations 
Small Business Investor Alliance
Session: Meet Your Lobbyists

Thank you to our 2019 Sponsors!

Vanguard+

BKDHogan LovellsWinston & Strawn LLP


Vanguard

Eversheds SutherlandRSMPepper Hamilton


Premier

Foley Hoag


Leadership

BDOBlank RomeRobinson Cole
PEFPolsinelli


Supporting

 

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 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
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 11:30 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 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
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 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 provides lower middle market fund managers, limited partners, and investment bankers the opportunity to network over a variety of wines and appetizers.

October 11, 12, and 13 2020

The Breakers
1 S County Rd
Palm Beach, Florida 33480

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

THANK YOU TO OUR 2019 WINE TABLE HOSTS!