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
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 Day	Summit 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”

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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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.