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Partial List of
Seizing the Opportunities Created
By the Newly Energized SBIC Program
For Launching & Managing an SBIC
Peter E. Rothschild
OFS Capital Management LLC
Tuesday, April 19, 2016
8:00 am – 5:00 pm
New York City
Mark L. Walsh
Office of Investment & Innovation
U. S. Small Business Administration
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
INSIGHTS FROM 20 EXPERT SPEAKERS!
Alexander Abell, RCP Advisors LLC
Marilyn S. Adler, Medley Management Inc.
Christopher G. Aroh, CohnReznick LLP
Michael S. Becker, Plexus Capital LLC
Jonathan R. Collett, CohnReznick LLP
David B. Gerogosian, PEF Services LLC
Brett A. Hickey, Star Mountain Capital LLC
Steven D. Hobman, NewSpring Capital
Kenneth E. Jones, Boathouse Capital
Justin M. Kaplan, Balance Point Capital Partners LP
Carl Kopfinger, TD Bank NA
Thomas C. Lauer, Fidus Investment Corp./ Fidus Investment Advisors LLC
Charles P. McCusker, Patriot Capital LP
Brett T. Palmer, Small Business Investor Alliance
Chad E. Peterson, Victory Park Capital
Eric J. Rosiak, FBR & Co.
Christopher A. Rossi, Pepper Hamilton LLP
Jack Sadden, Valesco Industries Inc.
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
Douglas A. Vaughn, Triangle Capital Corp.
Mark L. Walsh, U. S. Small Business Administration
SPECIAL HALF-DAY PRE-CONFERENCE WORKSHOP
Monday, April 18, 2016
“How to Launch Your Next SBIC -- Basics & Nuances”
2:00 pm – 5:00 pm
Big news came out of Washington at the end of 2015 -- two major policy changes will lessen the burdens on SBICs.
The newly-passed SBIC Advisers Relief Act of 2015 reduces adviser registration requirements.
The leverage limit for a “family” of SBICs has been raised to $350 million, up from $225 million, by a newly passed amendment.
And there are more changes to come!
The Capital Roundtable is pleased to welcome Mark Walsh, the SBA's newly-appointed associate administrator of the Office of Investment & Innovation, to keynote our April 19th conference.
The new leadership team at the Small Business Administration is energizing the SBIC Program in a variety of ways.
You'll hear first-hand about plans to --
In addition, the SBA's proposed revision of its Model for Limited Partnership Agreements -- the cornerstone of every arrangement between SBICs and their LPs -- is still under review. Some important issues raised by the new model include --
By attending this conference, you’ll be able to react swiftly to Washington’s decisions as well as changes that are within your control.
Register now for The Capital Roundtable’s conference on “Best Practices for Launching & Managing an SBIC.” Hear how others are making best use of the SBIC program. Book your space for Tuesday, April 19th, in New York City.
Here Are Three Reasons Why You Should Join Us
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 is 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.
Before he joined 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
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 Sarah Burd today to confirm your attendance at 212-832-7300 ext. 0 or email@example.com.
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 Tuesday, April 19.
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 25 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 Katherine Kennedy at 212-832-7300 or by email at firstname.lastname@example.org or email@example.com.
Have a Question?
Please contact Sarah Burd at firstname.lastname@example.org 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 --
Alexander Abell, Managing Director & Head--Research, RCP Advisors LLC
Partner--Fidus Investment Advisors LLC
Eric J. Rosiak, Managing Director, FBR & Co.
Space at this conference is limited, so register as soon as possible to assure yourself a seat. To avoid disappointment, please contact Sarah Burd today to confirm your attendance at 212-832-7300 ext. 0 or email@example.com.
Please note that The Capital Roundtable limits the number of registrants from a single firm to three.
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 Sarah Burd at firstname.lastname@example.org 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 Katherine Kennedy at 212-832-7300 ext.111, or by email at email@example.com.
No part of this text may be reproduced or otherwise published without the express written consent of The Capital Roundtable.
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