2021 National Summit for Middle Market Funds

SAVE THE DATE
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 the lower middle market.

The National Summit offers the lower middle market 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.

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
(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.)
11:00 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, 11:00 a.m. Tee-off, 11:45 a.m. (Separate registration required.)
11:00 a.m. – 5:00 p.m. Sponsor Exhibits and Networking Lounge Open
12:00 p.m. – 1:30 p.m. Women Investors Networking Luncheon (By invitation only, please.)
2:00 p.m. – 4:00 p.m. Tennis Tournament at The Breakers (Separate registration required.)
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 Special Educational Session for Fund GPs
6:00 p.m. – 7:30 p.m.Welcome to the Summit Networking Reception
(All registrants and their spouse/significant other are welcome.)
7:30 p.m. – 9:30 p.m.
in 2020 and 2021.
New Members’ Dinner (By invitation only, please.)
Monday, October 11
All DaySummit Registration
7:30 a.m. – 9:00 a.m. Networking Breakfast
7:30 a.m. – 9:00 a.m. Limited Partners Networking Breakfast (Invitation only, please.)
9:00 a.m. – 4:30 p.m. CapitaLinx
Pre-scheduled, private GP-LP meetings.
9:00 a.m. – 12:00 p.m. General Educational Session
9:00 a.m. – 5:00 p.m. Sponsor Exhibits and Networking Lounge Open
10:30 a.m. – 11:00 a.m.Networking Break
12:00 p.m. - 1:30 p.m.Networking Luncheon
1:30 p.m. – 2:00 p.m.Networking Break
2:00 p.m. – 5:00 p.m.General Educational Session
3:30 p.m. – 4:00 p.m.Networking Break
5:00 p.m. – 7:00 p.m.Dealmakers Wine Tasting Reception
(All registrants and their spouse/significant other are welcome.)
Tuesday, October 12
7:00 a.m. – 12:00 p.m. Summit Registration
7:30 a.m. – 9:00 a.m. Networking Breakfast
7:30 a.m. – 9:00 a.m. SBIA Policy Breakfast for Lawyers and Accountants (Invitation only, please.)
8:00 a.m. – 12:30 p.m. CapitaLinx
Pre-scheduled, private GP-LP meetings.
9:00 a.m. – 12:15 p.m. General Educational Session
9:00 a.m. – 1:00 p.m. Sponsor Exhibits and Networking Lounge Open
11:00 a.m. – 11:30 a.m. Networking Break
12:15 p.m. – 1:30 p.m. Networking Luncheon
1:30 p.m. Remarks and End of the Summit Raffle
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.

Registration will open in June 2021. 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 can only 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 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.