National Summit for Middle Market Funds 2021 | SBIA | 10 October 2021 | The Breakers Palm Beach, 1 S County Rd, Palm Beach, FL 33480, USA

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.

2021 Speakers

Michael Smerconish
CNN Host, Best-Selling Author, Sirius XM Radio Talk Show Host

Dr. Hakeem Oluseyi
Astrophysicist, Former Space Science Foundation Lead for NASA

Brett Palmer
President, Small Business Investor Alliance

Peter Huff
Plexus Capital, SBIA Chair-Elect

Michael Painter
Plexus Capital, SBIA Chair

Faraz Abbasi
Centerfield Capital Partners, SBIA Immediate Past Chair

Alex Abell
RCP Advisors

Les Alexander
Jefferson Capital

David Blechman
New State Capital Partners

Terrel Bressler
Prairie Capital Advisors

Charles Cox
LongueVue Capital Partners

David Demeter
Davidson College

Jeri Harman
Avante Capital Partners

Carl Jenkins
BMO Harris

Nate Kirk
Everside Capital Partners

Michael Norton
Houlihan Capital

Tim Rafalovich
Wells Fargo

Eric Rosiak
B. Riley Securities

Corey Sclar
Brookeside Capital Partners

Stacey Wittelsberger
Patriot Capital

2021 Sponsors

VANGUARD+:
• Troutman Pepper
• Winston & Strawn LLP
• Hogan Lovells

VANGUARD:
• J.P. Morgan
• Credit Suisse
• Goldman Sachs
• Eversheds Sutherland

PREMIER:
• K&L Gates
• RSM
• Polsonelli

LEADERSHIP:
• Dorsey
• BKD
• Foley Hoag
• Locke Lord
• Cohen & Co
• Robinson+Cole
• BDO
• IceMiller
• Smith Anderson
• PEF Services
• BlankRome
• Standish Management
• McGuire Woods
• Matthews, Carter & Boyce
• CohnReznick
• Zook Dinon

SUPPORTER:
• Bass Berry Sims