SBA SBIC Operations and Regulations
A 75-minute webinar that allows your staff to earn e-certification.
Date: Wednesday, September 8, 2021
Time: 2:00 p.m. Eastern
Download a Registration Form
A Small Business Investment Company (“SBIC”) is a privately owned and operated investment fund that is licensed by SBA. As a condition of licensing, SBICs are required to make long-term investments in U.S. small businesses and submit to SBA regulation (the “SBIC Program”).
SBA is presently seeking new Debenture issuing applicants. In fiscal year 2017 SBA licensed 15 new SBICs, of which 11 issue Debentures; in fiscal year 2018 SBA licensed 25 new SBICs, 21 of which issue Debentures; and in fiscal year 2019 SBA licensed 10 new SBICs, of which 7 issue Debentures; and in fiscal year 2020, SBA licensed 26 new SBICs, of which 21 issue Debentures.
Most applicants to the SBIC Program seek to be licensed as an SBIC in order to access federally-backed Leverage provided by SBA which can accelerate returns on capital invested in the SBIC by private sector sources. This makes the SBIC Program attractive to fund managers seeking to leverage their private investment capital at low cost.
Joining us is SBIC expert Marty Teckler, Partner, Blank Rome, and former SBA counsel.
Your team will learn:
- What is the SBIC
- Legislative History
- SBIC Program Status
- Economic and Regulatory Advantages
- Regulatory – Gramm Leach Bliley Act
- Regulatory – Dodd-Frank Act
- SBICs Issuing Debentures
- Leverage Mechanics
- Private Investors in SBICs
- SBIC Operations
- SBIC Investments
- Investment Financing Terms
Your Professional Coleman SBA Webinar Instructors:
Martin Teckler, Partner, Blank Rome
Martin Teckler has over 30 years of experience in the areas of general corporate law, real estate, administrative law, securities, private equity, and venture capital, with a primary focus on the representation of venture capital and private equity funds structured as Small Business Investment Companies (“SBICs”) as well as specialty lenders that make financial assistance available to small and mid-sized businesses.
Martin is one of the few attorneys in the country experienced in the programs of the Small Business Administration (“SBA”) and other federal agencies that provide capital to small businesses. In addition to the SBA, he navigates his clients through the small business programs of the U.S. Department of Agriculture, OPIC, and the Export-Import Bank, as well as areas of government contracting and the provision of set-asides to small and minority-owned businesses.
Bob Coleman is the Author of “Money Money Everywhere and Not a Drop for Main Street.” He is the founder of Coleman Publishing, a publisher of newsletters, reports, data, conferences, webinars, online training videos — to help finance professionals become small business lending experts.
Bob is the nationally recognized expert on small business financing. He has appeared frequently on Fox Business News, NPR and other numerous media outlets. He is sourced by all print media. He is a frequent speaker about small business lending throughout the US and EU. Bob has a BA in Medieval History from the University of California Santa Barbara and a MBA in Real Estate Finance from the University of Southern California.
Bob has earned numerous SIPA industry awards including “Podcast of the Year” and as a producer of events and video training.
His passion is getting capital to Main Street and Rural American small business.
Participants Earn Certificates of Participation All Coleman Webinar attendees will receive a certificate of participation. This documents your continuing education history for SBA and your regulators.
Participant Questions Questions are strongly encouraged. There are two ways to ask a question during the webinar. The first is to ask the question via the chat box on the GoToWebinar dashboard. The second way is to send an email to firstname.lastname@example.org. Also, feel free to ask pre and post-webinar questions.
How the Webinar Works We use GoToWebinar for the webinar platform. You will receive a link that will direct you to an Internet site to view the presentation. If you would like to test this process to make sure you will be able to access the link through your system’s firewall, just send an email to email@example.com, and he will schedule a test run. Note we will open the webinar for attendees to join at 1:30pm ET. This will give each attendee thirty minutes before the webinar begins to troubleshoot any technical issues. Call (818) 790-4591 if you need assistance.
All Coleman Webinar Speakers are seen Live via Video Stream You will see our speakers live through a video feed. You may customize the size of the speaker and powerpoint presentations by clicking on the webcam button on the GoToWebinar dashboard. You may position the speakers at the top, bottom, right or left hand sides. You may also choose to eliminate the video stream and just view the powerpoint.
Telephone Only Option You may also choose to listen to the program on your telephone. The phone number will be provided with the handouts.
PDF Handouts You will receive the pdf handout via email the day before the event. These may be distributed to all of your attendees.
Replay Link If something comes up and you miss any part of the webinar, or there are technical issues such as a power failure, Internet dropout, fire alarm drills, actual fires or, earthquake (yes that has happened!) simply email firstname.lastname@example.org and he will send you a link you may watch all or part of the webinar at your leisure. There is no charge for this service.
The Fine Print 1) Substitutions are allowed at no charge. 2) Cancellations receive a 100% credit for any Coleman product. 3) As with all our products, we offer a 100% money back satisfaction guarantee — no questions asked. Five Easy Ways to Order!
1) Previous customers need only to send an email to email@example.com with “Register Coleman Webinar” in Subject Line. We will do all the paperwork and charge your credit card on file, or send you a PayPal request.
2) Call Joseph Coleman at 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, 28081 Marguerite Pkwy #4525, Mission Viejo, CA 92690
5) Click “Add to Cart” to pay using PayPal
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