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Announcing the 8th Annual
SBA Secondary Market Summit
Join this high-level gathering of public and private stakeholders to review strategies for capitalizing on emerging opportunities and avoiding new threats and pitfalls.

One Day: Tuesday, December 1, 2015
Embassy of Sweden   2900 K Street NW   Washington, DC

Download a Registration Form

Event takes place at the beautiful new Swedish Embassy in Georgetown, overlooking the Potomac River

Event takes place at the beautiful new Swedish Embassy in Georgetown, overlooking the Potomac River

Meet, hear and network with influential banking, legal and finance experts, retail lenders, brokers, SBA secondary market paper investors and representatives of the federal government. Discuss the hottest issues that will affect your new business development and challenges—from burgeoning SBIC opportunities and regulatory tightening to loan structuring in the face of interest rate fluctuations and debates about 504 vs. 7(a) financing.

Your event co-chairs bring a wealth of inside SBA industry perspective:
  • head_coleman

    Bob Coleman, Publisher, Coleman Report

  • head_judge

    Bob Judge,
    Partner, Government Loan Solutions; Editor, CPR Report

  • head_teckler

    Marty Tekler, Partner, Kelley Drye

Prepare your organization for these opportunities and challenges:
  • Learn how to assess the high-return possibilities offered by Small Business Investment Companies and whether it makes sense to start your own
  • Discover how the merits of SBA 504 and SBA 7(a) loans stack up as investment opportunities.
  • What affect will recent fraud cases in excess of $180 million in the secondary market have on regulation and oversight over the coming year?
  • Which disruptive developments can we expect in the securitization of unguaranteed portions of SBA loans?
  • Which new players in the 504 secondary market can we expect to shake things up?
  • Update on new and existing legal and regulatory hurdles—such as Basel III—facing the secondary SBA loan market
  • Small group forum, so you’ll have the chance to meet and speak personally with all speakers and participants
Acquire market-moving insights during these Summit sessions:
Monday evening, November 30

5PM – 7PM: Reception at Kelley Drye
Shuttle bus service will be available between The River Inn and Kelley Drye starting at 4:30 p.m. and ending at 7:30 p.m.

Tuesday, December 1st (Swedish Embassy)

8:15AM – 9:00AM: Breakfast

9:00AM – 9:45AM: 2016 SBA 7(a) Secondary Market Update
Moderated by Bob Judge

9:45AM – 10:30AM: The Impact of Basel III on the SBA 7(a) Secondary Market
Moderated by Bob Judge

10:30AM -11:00AM: Networking Break

11:00AM – 11:45AM: 2016 SBA 504 Secondary Market Update
Moderated by Bob Coleman

head_kel12:00PM: Lunch
NEW! Secondary Market Summit Hall of Fame Presentation
Keynote speaker: Why you need to be involved with the SBIC Program

Kel Landis, Plexus Capital

 

1:30PM – 2:15PM: What you need to know about the SBIC Program
Moderated by Marty Teckler

2:15PM – 2: 45PM: The reemergence of the securitization of the SBA 7(a) unguaranteed loan — The ReadyCap Case Study
Moderated by Bob Judge

2:45PM – 3:15PM: Networking Break

3:15PM – 4:00PM: SBA and the Secondary Market
Moderated by Bob Coleman

4:00PM – 4:30PM: How Rising Interest Rates affect the SBA Secondary Market
Moderated by Bob Judge

Save $300 on registration by acting now, before August 31

Regular registration fee for the Forum is $1,295. Registrations received before 5PM, August 31 pay only $995.

Five Easy Ways to Register:

1) Previous customers need only to send an email to joseph@colemanreport.com with “Register Forum” in the subject line. We will do all the paperwork and charge your credit card on file, or send you a PayPal request.

2) Call Customer Service at 818-790-4591 extension 1

3) Fax the order form to 818-790-7859

4) Mail the order form to: Coleman Publishing, 607 Foothill Blvd., #546, La Cañada, CA 91012

5) Click here for paying using PayPal


8th Annual SBA Secondary Market Summit




Make hotel reservations early to avoid disappointment

TheRiverInn1Our hotel for this event will be The River Inn, 924 25th Street, NW, Washington, DC 20035. We have a limited room block at the River Inn near the Swedish Embassy for $169/night, plus tax. A morning shuttle will run the four blocks from the hotel to the Swedish Embassy. For reservations, go to The River Inn or call 202-337-7600 now for best rates.

For more information, phone 818-790-4591, extension 1

Bob Coleman
Editor, Coleman Report
607 Foothill Blvd # 546 | La Cañada, CA 91012 | (818) 790-4591
(c) 2015 All Rights Reserved

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