Insight Center: Events

SBIC Insight Series

Speakers: Christopher A. Rossi and Michael A. Temple

8:30 AM - 5:00 PM (PDT)
SBIC Insight Series

Please join Pepper Hamilton, PEF Services and Cohn Reznick at the beautiful Shutters on the Beach for a daylong conference that will be vital to those in the SBIC industry or those interested in understanding if the SBIC program would be a good fit for them.

Click here to view the full agenda featuring panel discussions from leading industry professionals and SBIC fund managers who will provide insight on the SBIC program, key aspects of the licensing process, fund/GP launch and operation and regulatory compliance. Topics will also include the key differentiators in fund manager selection by institutional investors and the current climate and investor opportunities.

Keynote Q&A
Brett Palmer, President, SBIA 
The discussion will be focused on Washington policy, its impact on the SBIC program and the roles SBIA and general partners can play in impacting policy.

Speakers include:
Christopher Aroh, Partner, CohnReznick
David Gerogosian, Executive Vice President, PEF Services
Jeri J. Harman, Managing Partner & CEO, Avante Mezzanine Partners
Benjamin Hom, Managing Partner, St. Cloud
Rakesh Jain, Managing Director, Star Mountain
Delphine Jones, CPA, Client Services Manager, PEF Services
Michael Kell, Principal, GCM Customized Fund Investment Group, LP
Tim Rafalovich, Senior Vice President, Wells Fargo
Eric Rosiak, Managing Director and Head of SBIC Funds, FBR Capital
Peter Rothschild, Managing Partner, RF Investment Partners
Christopher A. Rossi, Partner, Pepper Hamilton LLP
Michael A. Temple, Of Counsel, Pepper Hamilton LLP


Shutters on the Beach
One Pico Boulevard
Santa Monica, CA 90405


There is no cost to attend. Reserve your seat today!

Contact Kim MacAlister at macalisterk@pepperlaw.com or 215.981.4249 with any questions.

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