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Partial List of
Sifting the Rumblings & Speculations
About Changes in the SBIC Program
Best Practices for Managing
& Building an SBIC
Peter E. Rothschild
OFS Capital Management LLC
Pepper Hamilton LLP
Michael B. Staebler, Partner
& Head of the SBIC Law Practice
Jonathan R. Collett, Partner
PEF Services LLC
David B. Gerogosian, Executive Vice President
Thursday, December 3, 2015
8:00 am – 5:00 pm
New York City
INSIGHTS FROM 20 EXPERT SPEAKERS!
Marilyn S. Adler, Medley Management Inc.
Michael S. Becker, Plexus Capital LLC
Jonathan R. Collett, CohnReznick LLP
Jeffrey A. Dombcik, Triangle Capital Corp.
Carolyn C. Galiette, Ironwood Capital
David B. Gerogosian, PEF Services LLC
Brett A. Hickey, Star Mountain Capital LLC
Kenneth E. Jones, Boathouse Capital LP
Justin M. Kaplan, Balance Point Capital Partners LP
Jonathan H. Kivell, Commerce Street Capital LLC
Carl Kopfinger, TD Bank NA
Thomas C. Lauer, Fidus Investment Corp.
Michael C. Mauer, CM Finance Inc.
Kevin R. McCarthy, Kian Capital Partners LLC
Charles P. McCusker, Patriot Capital LP
Brian J. Newman, CohnReznick LLP
Brett T. Palmer, Small Business Investor Alliance
Andrew Panzo, NewSpring Capital
Chad E. Peterson, Victory Park Capital
Christopher A. Rossi, Pepper Hamilton LLP
Corey L. Sclar, Brookside Mezzanine Partners
Arthur A. Spivey, U. S. Small Business Administration
Michael B. Staebler, Pepper Hamilton LLP
Robert M. Stewart, Spring Capital Partners LP
SPECIAL HALF-DAY PRE-CONFERENCE WORSKHOP
Wednesday, December 2, 2015
“How to Launch Your Next SBIC -- Basics & Nuances”
Led by Michael B. Staebler
2:00 pm – 5:00 pm
Whether you’re wading the intricacies of managing your current SBIC fund, or you’re on your way to forming your next one, chances are you've heard the rumblings -- big changes are coming … or SBA policy is shifting … or BDCs are going to face more scrutiny.
Of course, it's perfectly conceivable that for 2016, the SBA’s managers will keep everything about the SBIC program just the way it is.
All the same, with so much speculation on the street, if you're involved with SBICs in any way, it's well worth your while to hear what the experts have to say.
On December 3rd, The Capital Roundtable is presenting a unique conference that will bring these issues into clear perspective.
Changes or no changes, SBICs will remain an ideal tool for expanding your assets under management. More firms are looking to form SBICs and put their hands on Uncle Sam's generous leverage -- including BDCs, family offices, independent sponsors, and other private equity investors.
At the time of this writing, the SBA is still reviewing public comments about its new Proposed Model for Limited Partnership Agreements -- the cornerstone of every arrangement between SBICs and their LPs.
Some of the important issues raised by the new model include --
The level of earnings your SBIC achieves in 2016 may be directly impacted by things you can control as well as Washington’s decisions. Our attendees will all be in an excellent position to react swiftly, if needed, and maximize their success.
Register now for The Capital Roundtable’s ENCORE conference on “Best Practices in Managing & Building an SBIC.” Hear how others are making best use of the SBIC program. Book your space for Thursday, December 3rd, in New York City.
Here Are Several Reasons Why You Should Join Us
Click here to receive your best rate -- a savings of $400 on our regular conference rates.
Register Now to Hear the Definitive Word from SBIC Industry Leaders
This conference gathers all the professionals you've wanted to meet in one room. Our presenters have all been selected for their expertise, and you can be certain that if you don't raise a topic yourself, your fellow attendees certainly will.
Chairing the conference will be Peter Rothschild, managing director of OFS Capital Management and a member of the firm’s investment committee. He’s responsible for middle-market lending through OFS Capital Corporation.
Prior to joining OFS in 2013, Peter was a managing director at Tamarix Capital Partners, an investment firm providing financing solutions to lower-middle-market companies. He has also held positions at Sandell Asset Management, Levine Leichtman Capital Partners, Graham Partners, Salomon Brothers, and interactive agency imc2.
Peter earned an MBA from the University of Chicago, and a BA in political science from the University of Pennsylvania.
The conference also brings you the expert wisdom of --
Register Now to Put Today’s Best Practices to Work for Your SBIC
To ensure that all your important questions will be answered, our speakers and panelists include GPs, SBA administrators, lenders, attorneys, consultants, and more. You can look forward to candid responses to such concerns as --
Three More Reasons Why You Should Join Us
|We also encourage you to register to attend our afternoon pre-conference workshop on Wednesday, December 2.
This optional workshop is ideal for attendees who are new to small business investment companies, and will go into greater detail on the specific procedures for getting started.
Register Now to Form Valuable Contacts
With Colleagues & Professionals
This Capital Roundtable conference is the ideal place to expand your network and open up pathways to future deals. The day’s agenda includes ample time to let you --
Keep in mind this conference is certain to fill up quickly, so you’ll want to register as soon as possible to assure yourself a seat. To avoid disappointment, please contact Ashley Byrne today to confirm your attendance at 212-832-7300 ext. 0 or firstname.lastname@example.org.
Click Below to Learn More
Designed to Meet the Needs of GPs, LPs, & Managers of Buyout, Growth Equity, Mezzanine, BDC, and Lending Funds, as Well as Independent Sponsors, Operating Partners, Portfolio Company Managers, and the Bankers, Lawyers, Accountants,
& Other Advisors Who Support Them.
We look forward to having you join us on Thursday, December 3.
This conference is being produced by The Capital Roundtable, America’s leading conference organization focusing on “need-to-know” information for professionals in the middle-market private equity community. For more information about The Capital Roundtable’s 30 annual conferences and other events and programs, please visit www.capitalroundtable.com.
Speaking & Business Development Opportunities
We offer excellent speaking, marketing, and business development opportunities to reach the middle‑market private equity community. For more details, please contact Maria Magro or Claire Notton at 212-832-7300 or by email at email@example.com or firstname.lastname@example.org.
Have a Question?
Please contact Ashley Byrne at email@example.com or 212-832-7300 ext. 0.
Who We Are
This Capital Roundtable conference in midtown, New York City, is all-business,
all-targeted, all-designed to be a completely focused day of practical information and revealing insights about SBICs. You’ll gain valuable insights from --
Chad E. Peterson, Principal, Victory Park Capital
Space at this conference is limited, so register as soon as possible to assure yourself a seat. To avoid disappointment, please contact Ashley Byrne today to confirm your attendance at 212-832-7300 ext. 0 or firstname.lastname@example.org.
Group Rate -- $995 each, when you register two or more people to attend from the same company.
You can pay by credit card (using the links above) or by check. Mail your check and business card to: The Capital Roundtable, 747 Third Avenue, Suite 200, New York, NY 10017.
Have a special question? Please contact Ashley Byrne at email@example.com or 212-832-7300 ext 0.
From time to time, for reasons beyond Capital Roundtable's control, program schedules and speakers become subject to change. We make every effort to announce substantive changes by email to registrants at least 48 hours in advance.
Details provided upon registration
Can't attend but want to hear the program? You can buy the audio package along with the handouts. Purchase the audio package online now.
We offer excellent marketing and business development opportunities to reach the middle‑market private equity community. For more details, please contact Claire Notton at 212-832-7300 ext.117, or by email at firstname.lastname@example.org.
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