Outlook 2021: Navigating New Territory for Private Equity


Outlook 2021: Navigating New Territory for Private Equity

Tuesday, January 26, 2021
1:00pm-6:00pm ET

How will we navigate this new world as we consider the 2020 election results and ongoing pandemic disruptions? SBIA Outlook 2021 is a virtual conference that will give you direction on the U.S. economy along with insight into potential legislative and regulatory policy changes as industry experts provide strategic information and informed perspectives on how to prepare your fund and investments for the road ahead. Join us as we set the pace for the lower middle market in 2021! 

REGISTER NOW!

SBIA members get significant discounts on participation in our events – join SBIA today

Event Details

Please note that all times are Eastern Standard.
Click here to download a copy of the agenda.

Tuesday, January 26New! Special Value Add Session
11:00 a.m. – 12:00 p.m. An Update from SBA's Office of Investment and Innovation
The SBIC Examination Process: Setting Expectations

In addition to a review of SBIC quarterly data, this session will help SBICs better
prepare for their examinations from start to finish. Are there common issues
with exams that SBA is encountering? How do SBICs need to prepare before the
examiner arrives? What should they expect once the examiner is on-site?
When the examiner leaves, what’s happening behind the scenes? A valuable
discussion and update from key SBA professionals.
Tyson Smith, Tecum Capital, SBIA SBIC Council Chair, Session Moderator
Heath Morris, U.S. Small Business Administration, Director,
Office of Examinations
Thomas Morris, U.S. Small Business Administration,
Acting Deputy Administrator, Office of Investment & Innovation
1:00 p.m. – 1:05 p.m. SBIA is at the confluence of Washington and the Nation
Today’s program will provide participants with a glimpse of prospective
legislative, regulatory, and economic landscapes that will help fund managers
prepare for what lies ahead. A special welcome and look at the Association’s
priorities in 2021.
Jamie Donelan, Seacoast Capital, Northeast Regional President
1:05 p.m. – 1:45 p.m.Valuations on the Backside of COVID
How have circumstances changed now that we’re (hopefully) on the backside of
the pandemic? How are LPs and GPs determining fair value? Has comparative
due diligence changed to the point that calculations are easier, more accurate,
fair?
Michael Norton, Houlihan Capital, Session Moderator
Anne Anquillare, PEF Services
Rob France, Turnout Capital
1:45 p.m. – 2:00 p.m.Break and Live Chat, Q&A with panelists
2:00 p.m. – 2:45 p.m.Limited Partners’ Crystal Ball Predictions – Clear or Murky?
An exploration of the Limited Partners’ mindset for the year ahead. Are LPs
allocating any differently in 2021? What are the biggest pain points
for LPs in investing in the Lower Middle Market and SBICs? Does
the inability to travel inhibit the investment process? Has it prevented LPs from
making commitments in 2020? Are there tips that LPs can provide to GPs on the
remote diligence process? How important are ESG and diversity to the LP
community today? The future will be clear after this session, don’t miss it.
David Demeter, Davidson College, Session Moderator
Chris Sears, Truist Community Capital, LLC
Marcin Szajda, BPEA Private Equity
Elizabeth Weindruch, Barings
2:45 p.m. – 3:00 p.m.  Break and Live Chat, Q&A with panelists
3:00 p.m. – 3:30 p.m.         Break and Small Group Networking
Randomly assigned small group conversations to share your best ideas EVER,
contact information, and just say, “hello.”
3:30 p.m. – 4:15 p.m.Washington Today – Buckle Up, It’s Going to Be Quite the Ride
In 2020, Washington and U.S. politics lived up to their reputation of being
downright unpredictable. This past year, business was more unusual than
anyone could have imagined, now that the dust is settling, what’s in store for
the lower middle market in 2021? With a new Administration, Congress, and
Regulators, change is a guarantee, but how much and how meaningful to you
and your portfolio companies is yet to be seen. Our true Washington insider
will breakdown what items will be on the menu … don’t miss your seat at the
table!
Brett Palmer, SBIA President
4:15 p.m. – 4:30 p.m.Break and Live Chat, Q&A with Brett Palmer
4:30 p.m. – 5:00 p.m.Keynote Address: The Economics of the Pandemic Recovery
As the U.S. and world work to recover from the Coronavirus pandemic, Ron
Insana connects the dots to give a clear idea of what the economic future might
hold – translating the market signals and political maneuvers into actionable
information. Named one of the “Top 100 Business News Journalists of the 20th
Century”, Ron has covered the most important economic stories of our time and
has the singular distinction of having run his own hedge fund. Drawing on nearly
four decades of experience as a financial journalist, Ron will share his
perspectives on how the pandemic, Wall Street, Main Street and Washington
are intersecting, and the path back to “normality” through medical technology
and innovation, therapeutic treatments and a coronavirus vaccine.
Ron Insana, CNBC Senior Analyst and Commentator, Financial Journalist and
Bestselling Author
5:00 p.m. – 5:30 p.m.Live Q&A with Ron Insana, Brett Palmer and Jamie Donelan
5:30 p.m. – 6:30 p.m.          New! Private Meetings Networking
Use our new special Private Meetings feature to schedule and network with
colleagues in this unique forum.

 

Registration for 2021 Outlook: Navigating New Territory for Private Equity includes all of the panel discussions throughout the event and virtual networking opportunities with pricing for the following registrant categories.

2021 Pricing

Registration Category Pricing
SBIA Member $150
Non-Member $200

Please Note: We limit attendance by 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 or members of SBIA. For questions, contact us at 202.628.5055.*Limited number of available registrations in this category. Please contact us via email to inquire regarding eligibility.

For questions, contact the Event Registrar via email or by calling 202.628.5055.

Thank You to Our 2021 Distinguished Speakers

The SBIA Outlook 2021 speaker lineup features experienced industry professionals who are experts in their field. 2021 Conference speakers include:

Ron Insana
CNBC Senior Analyst and Commentator, Financial Journalist and Bestselling Author 

Keynote Presentation: “The Economics of the Pandemic Recovery”

 

 

Brett Palmer
President

Small Business Investor Alliance
Session: “Washington Today – Buckle Up, It’s Going to be Quite the Ride”

 

 

Tyson Smith
Tecum Capital
SBIA SBIC Council Chair
Session Moderator
Session: “SBIA is at the confluence of Washington and the Nation”

 

 

Jamie Donelan
Seacoast Capital
SBIA North Regional President
Session: “SBIA is at the confluence of Washington and the Nation”

 

 

 

Michael Norton
Houlihan Capital

Session Moderator
Session: “Valuations on the Backside of COVID”

 

 

Anne Anquillare 
PEF Services

Session: “Valuations on the Backside of COVID”

 

 

 

Rob France
Turnout Capital

Session: “Valuations on the Backside of COVID”

 

 

 

David Demeter
Davidson College

Session Moderator
Session: “Limited Partners’ Crystal Ball Predictions – Clear or Murky?”

 

 

 Chris Sears
Truist Community Capital, LLC

Session: “Limited Partners’ Crystal Ball Predictions – Clear or Murky?”

 

 

 

 Marcin Szajda
BPEA Private Equity 

Session: “Limited Partners’ Crystal Ball Predictions – Clear or Murky?”

 

 

 

 Elizabeth Weindruch
Barings 

Session: “Limited Partners’ Crystal Ball Predictions – Clear or Murky?”

 

Thank You to our 2021 Sponsors

 

Elite


Winston & Strawn LLP

 


Platinum

 


Gold

 


Silver
     

 

 

 

 

      

Interested in sponsorship opportunities for the SBIA Outlook 2021? Contact us at (202) 628-5055 or via email.


 

January 26, 2021
1 PM Eastern Time

For questions, contact the Event Registrar via email or at 202.628.5055.