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Partial List of
How Successful SBICs
Attract Well-Informed LPs
Best Practices for Launching
& Managing an SBIC
Corey L. Sclar, Managing Partner
Brookside Mezzanine Partners
Pepper Hamilton LLP
Michael B. Staebler, Partner
& Head of the SBIC Law Practice
Christopher G. Aroh, Partner
PEF Services LLC
David B. Gerogosian, Executive Vice President
Thursday, May 14, 2015
8:00 am – 5:00 pm
New York City
INSIGHTS FROM 20 EXPERT SPEAKERS!
Marilyn S. Adler, Medley Management Inc.
Christopher G. Aroh, CohnReznick LLP
Michael R. Bailey, Partner, Argosy Private Equity
Walter H. Barandiaran, Managing Partner, The Argentum Group
Randall Fontes, Capitala Investment Advisors LLC
Seth I. Friedman, RLJ Credit Management LLC
David B. Gerogosian, PEF Services LLC
Brett A. Hickey, Star Mountain Capital LLC
Carl A. Jenkins, BMO Harris Bank NA
Kevin R. McCarthy, Kian Capital Partners LLC
Barry A. Osherow, Enhanced Small Business Investment Company LP
Brett T. Palmer, Small Business Investor Alliance
Marc A. Reich, Ironwood Capital Ltd.
Christopher A. Rossi, Pepper Hamilton LLP
Peter E. Rothschild, Managing Director, OFS Capital Management LLC
Javier Saade, U. S. Small Business Administration
Jonathan S. Schwartz, NewSpring Capital
Andrew D. Shackelford, LaSalle Capital Group
Michael B. Staebler, Pepper Hamilton LLP
William A. Stapel, Senior Vice President, MB Business Capital
Michael A. Temple, Pepper Hamilton LLP
SPECIAL HALF-DAY PRE-CONFERENCE WORSKHOP
Wednesday, May 13, 2015
“How to Launch Your First SBIC -- Basics & Nuances”
2:00 pm – 5:00 pm
In the world of SBICs, decision makers at the SBA can approve only those applicants who demonstrate that they can successfully execute their business plans.
One of the best ways you can win the SBA’s confidence is by showing them that you’ve already successfully attracted a number of limited partners (not to mention, a team of experienced managers).
For example, unless you’ve already raised the required minimum amount of capital, your new application will sit at the bottom of the SBA’s pile.
Happily, in the last few years, more and more banks and institutional investors are finding investing in SBICs to be attractive. While some investors have historically been shy about leveraged funds, the SBA has been heavily promoting the program, and new potential LPs are being targeted.
Yet it takes a lot of work to fundraise -- raising adequate capital early in the application process is now mandatory.
Whether you’re a new or repeat applicant, you can put yourself on the SBA’s fast track by registering today for The Capital Roundtable’s ENCORE conference -- “Best Practices for Launching and Managing an SBIC” -- on Thursday, May 14th, in New York City.
Here Are Three 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 Noted SBIC Industry Leaders
Timely advice for professionals who already manage an SBIC -- or are seeking to launch one -- is what this conference is all about.
Chairing the conference will be Corey Sclar, managing partner of Brookside Mezzanine Partners. Founded in 2001, Brookside currently manages three successful SBICs and has raised over $190 million of private capital. Prior to joining Brookside in 2001, Corey was a vice president at LaSalle Business Credit, where he underwrote, structured and managed leveraged transactions for middle-market companies.
The conference also brings you the expert advice of --
Register Now to Put Today’s Best Practices to Work for Your SBIC
Right now, a licensed SBIC can generally receive leverage of as much as two times its private capital (on rare occasions, even as much as three times), generally up to a maximum of $150 million per fund. And Congress is considering increasing the program’s family of funds limit to $350 million from $225 million.
No wonder there are now nearly 300 licensed SBICs, with approximately $12 billion of private capital and nearly $8 billion of outstanding SBA leverage. In the last fiscal year, the SBA licensed a total of 32 SBICs with approximately $1.3 billion of private capital.
When it comes to forming an SBIC, you don’t want to learn the necessary steps the hard way. For example, with the SBA’s current timeline, failing to adhere to guidelines could cost you months of valuable time.
That’s why advice from experienced SBIC practitioners is so very worthwhile, both to brand-new applicants and those seeking subsequent SBIC licenses.
Twenty other highly knowledgeable SBIC experts will be on hand to share information and tips that can help you move through the licensing process smoothly, operate an SBIC efficiently and maximize the benefits of the SBIC program. Our panelists include GPs, SBA administrators, lenders, attorneys, consultants, and more, answering all your important questions such as --
Three More Reasons Why You Should Join Us
|We also encourage you to register to attend our afternoon pre-conference workshop on Wednesday, May 13th -- “How to Launch Your First SBIC -- Basics & Nuances.”
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 an ideal place to expand your network and open up pathways to future deals. The day’s agenda includes ample time to let you --
Register Now To Receive Our Early Bird Rate
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 Joanna Russell 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, and 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, and other advisors who support them.
We look forward to having you join us on Thursday, May 14.
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 Mara Kane or Claire Notton at 212-832-7300 or by email at email@example.com or firstname.lastname@example.org.
Have a Question?
Please contact Joanna Russell 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 --
Marilyn S. Adler, Managing Director & Head--Medley SBIC, Medley Management Inc.
Barry A. Osherow, Managing Partner, Enhanced Small Business Investment Company LP
Christopher A. Rossi, Partner, Pepper Hamilton LLP
Jonathan S. Schwartz, Partner & CFO, NewSpring Capital
Michael A. Temple, Senior Attorney, Pepper Hamilton LLP
Space at this conference is limited, so register as soon as possible to assure yourself a seat. To avoid disappointment, please contact Joanna Russell today to confirm your attendance at 212-832-7300 ext. 0 or firstname.lastname@example.org.
Group Rate -- Take an additional $100 off when two or more people 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 Joanna Russell email@example.com or 212-832-7300 ext 0.
The University Club
One West 54 Street (at 5th Avenue)
New York City
(Jacket and tie required)
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 Claie Notton at 212-832-7300 ext.117, or by email at firstname.lastname@example.org.
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