2021 National Summit for Middle Market Funds

The premier national event for the lower middle market.

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.

National Summit 2021 has reached current capacity. Please join the waitlist to be added if a space opens.

Please note: Proof of vaccination or negative COVID test will be required for all attendees. Please see COVID requirement below.

Join the Waitlist


SBIA members get priority registration and significant discounts on participation – join SBIA today

ACTION REQUIRED FOR ALL ATTENDEES

As we remain in the lingering stages of a pandemic, SBIA is requiring all registrants and their guests (spouse/significant others/family) who will be present at any SBIA activity or meal, or in any designated area of the SBIA conference, to provide at least one of the following at registration to receive credentials and be allowed into the event:

  • A valid CDC card indicating proof of full COVID-19 vaccination;

OR

 

This requirement is without exception and in addition to any hotel safety requirements.

 

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
ActivityPrice
Golf Tournament$275
Tennis Tournament$75

National Summit Golf Tournament | The Breakers
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
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
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.

View the 2021 National Summit Cancellation Policy >

Agenda

Please note that all times are Eastern Standard.

Click here to download a copy of the agenda.

Saturday, October 9
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
Hosted by the SBIA Board of Governors Chair Michael Painter, Plexus Capital
(All registrants, spouses and families are welcome.)
Sunday, October 10
9:00 a.m.– 6:00 p.m. SBIA Networking Bungalows
(All registrants, spouses and families are welcome.)
10:00 a.m. – 7:30 p.m. Summit Registration
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.
12:00 p.m. – 1:30 p.m. Women Investors Networking Luncheon (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.
2:00 p.m. – 6:00 p.m. Summit Networking and Exhibit Lounge
A great place to meet with Summit sponsors and colleagues.
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 – A GP Exclusive
Running Your Fund: What You Always Wanted to Ask but...
Faraz Abbasi, Centerfield Capital, Session Moderator
Jeri Harman, Avante Capital Partners
Lisa Kotula, Key Bank
Corey Sclar, Brookside Capital 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.)
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 recent joined the association.
Monday, October 11
All DaySummit Registration
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.
7:30 a.m. – 5:00 p.m.Summit Networking and Exhibit Lounge
A great place to meet with Summit sponsors and colleagues.
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.
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. – 4:30 p.m. CapitaLinx
Pre-scheduled, private GP-LP meetings.
General Session
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.
Michael Painter, Plexus Capital, SBIA Chair
9:30 a.m. – 10:30 a.m. Today's Political Environment: A Keynote Presentation
Our keynote speaker is arguably the most eloquent and entertaining speaker on the
subject of political polarization, which abhors. With insider insight and amusing
anecdotes, Sirius XM Radio Talk Show Host Michael Smerconish explains how
America was driven into a partisan ditch and what it will take to change this
continued path. Despite these divided times, Smerconish has found a way
to explain a controversial subject without alienating anyone in the room.
Michael Smerconish, CNN Host, Best-Selling Author, Sirius XM Radio Talk Show Host
10:30 a.m. – 11:00 a.m.Networking Break
11:00 a.m. - 12:00 p.m.Industry Benchmarks with a Qualitative Twist. State of the Market:
Setting the Pace for the Year Ahead

Capital Structures for Debt and Equity, Terms for Fundraising, Valuations
Tim Rafalovich, Wells Fargo, Session Moderator
Alex Abell, RCP Advisors
Melinda Jackson, Cadence Bank
Nate Kirk, Everside Capital Partners
Eric Rosiak, B. Riley Securities
12:15 p.m. – 1:30 p.m.Lunch with Colleagues and Special Industry Presentation
Brett Palmer, President, Small Business Investor Alliance
2:00 p.m. – 2:30 p.m.Networking Break
2:30 p.m. – 3:30 p.m.Growing or Transitioning a Firm in This New World
Pam Hendrickson, Riverside Company, Session Moderator
David Blechman, New State Capital Partners
Carolyn Galiette, Ironwood Capital
Michael Painter, Plexus Capital
3:30 p.m. – 4:00 p.m.Networking Break
4:00 p.m. – 5:00 p.m.Best Practices in Measuring, Managing and Reporting ESG
and Responsible Investing Issues

Best practices for creating an ESG Policy for your fund and portfolio companies.
Stacey Wittelsberger, Patriot Capital, Session Moderator
Jennifer Moreau, Florida for Good
Stephanie Park, Tetra Impact Partners
5:00 p.m. – 7:00 p.m.Dealmakers Winetasting Reception
Make new connections, and enjoy different varietals of wine.
The 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.)
Tuesday, October 12
7:00 a.m. – 12:00 p.m. Summit Registration
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.
7:30 a.m. – 1:30 p.m. Summit Networking and Exhibit Lounge
A great place to meet with Summit sponsors and colleagues.
7:30 a.m. – 9:00 a.m. Networking Breakfast
Get an early start on the days networking before the content sessions get underway.
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. – 12:30 p.m. CapitaLinx
Pre-scheduled, private GP-LP meetings.
General Session
9:00 a.m. – 10:00 a.m.
Limited Partners: What They Want, What They Need, Is Typically What They Get
Les Alexander, Jefferson Capital, Session Moderator
David Demeter, Davidson College
Carl Jenkins, BMO Harris
Andrew Kelsen, The Moneta Group
10:00 a.m. – 11:00 a.m. Special Address: "A Quantum Life: My Unlikely Journey from the Streets to the Stars
Dr. Hakeem Oluseyi is an internationally-recognized astrophysicist,
science TV personality, and global education advocate who has had a long,
distinguished career in academia and scientific research. Dr. Oluseyi grew
up in some of the roughest neighborhoods in the country; living in chaotic
circumstances led him to spend most of his time indoors reading and
watching PBS nature shows. Discovering a love of science and a fascination
with Einstein’s Theory of Relativity, Dr. Oluseyi decided to teach himself these
principles of science. He became determined to become a scientist and
overcame incredible odds to earn three academic degrees. Sharing his
roller-coaster ride of successes and setbacks, Dr. Oluseyi inspires
everyone to chase their dreams no matter how unlikely they may seem.
Dr. Hakeem Oluseyi, Astrophysicist, Former Space Science Foundation Lead for NASA
11:00 a.m. – 11:30 a.m. Networking Break
11:30 a.m. – 12:15 p.m. The Holdovers: Practices from the COVID Year That Will Stay, Adapt, or Disappear?
Changes in Reporting, WFH, Meetings, Due Diligence, Business Development
Michael Norton, Houlihan Capital, Session Moderator
Terry Bressler, Prairie Capital Advisors
Charles Cox, LongueVue Capital Partners

12:15 p.m. – 1:30 p.m. Networking Luncheon and Optional Presentation by Topical Speaker
1:30 p.m. Closing Remarks and End of the Summit Raffle
Peter Huff, Blue Sage Capital
Conference Concludes
2:00 p.m. – 5:30 p.m. Board of Governors Meeting
(Board Members only, please.)
5:30 p.m. – 8:30 p.m. Board of Governors Reception and Dinner
(Board Members and their Spouse/Guests)

The Premier Fundraising Event For Lower Middle Market Private Equity Funds

Scheduled for October 10-12, 2021 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. 

2021 Pricing

Registration Category
SBIA Member
Fund, Fund in Formation, Intermediary & Professional Service Provider (Sponsor) $2400
Limited Partner$0 (applies to first two registrants)
Non Member
Fund, Fund in Formation, Intermediary & *Limited Partner $4200
**First Time Attendee (Funds Only) $2900

*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

View the 2021 National Summit Cancellation Policy >

Thank You to Our 2021 Distinguished Speakers

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

2021 Conference speakers include (click on the headshot to view the speaker’s bio):

Michael Smerconish
CNN Host, Best-Selling Author, Sirius XM Radio Talk Show Host
Keynote Speaker: “Today’s Political Environment: A Keynote Presentation”

 

 

Dr. Hakeem Oluseyi
Astrophysicist, Former Space Science Foundation Lead for NASA
Special Address: “A Quantum Life: My Unlikely Journey from the Streets to the Stars”

 

 

Brett  Palmer
President, Small Business Investor Alliance

 

 

 

Peter Huff
Plexus Capital
SBIA Chair-Elect

 

 

Michael Painter
Plexus Capital
SBIA Chair
Session: “Welcome & Growing or Transitioning a Firm in This New World”

 

 

Faraz Abbasi
Centerfield Capital Partners
SBIA Immediate Past Chair
Session Moderator: “Sunday at the Summit – Running Your Fund: What You Always Wanted to Ask But…”

 

 

Alex Abell
RCP Advisors
Session: “Industry Benchmarks. State of the Market: Setting the Pace for the Year Ahead”

 

 

Les Alexander
Jefferson Capital 
Session Moderator: “Limited Partners: What They Want, What They Need, Is Typically What They Get”

 

 

David Blechman
New State Capital Partners
Session: “Growing or Transitioning a Firm in This New World”

 

 

Terrel Bressler
Prairie Capital Advisors
Session: “The Holdovers: Practices from the COVID Year That Will Stay, Adapt, or Disappear?”

 

 

Charles Cox
LongueVue Capital Partners
Session “The Holdovers: Practices from the COVID Year That Will Stay, Adapt, or Disappear?”

 

 

David Demeter
Davidson College
Session: “Limited Partners: What They Want, What They Need, Is Typically What They Get”

 

 

Carolyn Galiette
Ironwood Capital
Session: “Growing or Transitioning a Firm in This New World”

 

 

Jeri Harman
Avante Capital Partners
Session: “Sunday at the Summit – Running Your Fund: What You Always Wanted to Ask But…”

 

 

Carl Jenkins
BMO Harris
Session: “Limited Partners: What They Want, What They Need, Is Typically What They Get”

 

 

Nate Kirk
Everside Capital Partners
Session: “Industry Benchmarks. State of the Market: Setting the Pace for the Year Ahead”

 

 

Michael Norton
Houlihan Capital
Session Moderator: “The Holdovers: Practices from the COVID Year That Will Stay, Adapt, or Disappear?”

 

 

Tim Rafalovich
Wells Fargo
Session Moderator: “Industry Benchmarks. State of the Market: Setting the Pace for the Year Ahead”

 

 

Eric Rosiak
B. Riley Securities 
Session: “Industry Benchmarks. State of the Market: Setting the Pace for the Year Ahead”

 

 

Corey Sclar
Brookeside Capital Partners
Session: “Sunday at the Summit – Running Your Fund: What You Always Wanted to Ask But…”

 

 

Stacey Wittelsberger
Patriot Capital
Session Moderator: “Best Practices in Measuring, Managing and Reporting ESG and Responsible Investing Issues”

 

 

Thank you to our 2021 Sponsors!

Vanguard+



Vanguard

Eversheds Sutherland

 


Premier

RSMPolsinelli


Leadership

 

 

Smith Anderson

Standish

McGuireWoods
Matthews Carter BoyceZookDinon

 

 

 

 

 

 

 

 

 

 

 

 


Supporting

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.

Only registrants of the National Summit for Middle Market Funds are eligible for the conference room block rate, once registered. Registered attendees can only book ONE room in the block.

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.