The 16th Annual SBA Secondary Market Summit; Washington D.C. — Thurs December 7th, 2023

We’re Back!

Believe it or not it’s been four years since we last met in DC — December 2019 before all the craziness.

Dramatic changes abound, but the old guard remains.

Bob Judge will bring his decades of industry knowledge and expert insight to give us a glimpse of what to expect in 2024.

Bob Coleman will moderate and put together the only program that brings together the Big Four of the SBA secondary market — Brokers, Investors, Sellers and SBA.

Marty Teckler continues as host in the Washington DC Blank Rome law office conference center.

Finally, new management at SBA have graciously continued the tradition of being an important part of the discussion with their onsite attendance.

Join us December 7th and become an SBA secondary market expert in 2024.

Also, please join our sister event, the 23rd Annual National Rural Lenders’ Roundtable on December 6th at the Phoenix Park Hotel in Washington D.C.

Pre-Summit Reception

Wednesday, December 6, 2023
4:30-6 p.m.
Cosmos Club
2121 Massachusetts Ave NW
Washington, DC 20008

The reception for this event will be held at Cosmos Club in DC from 4:30-6 p.m.

Note the Cosmos Club’s dress code.

16th Annual Secondary Market Summit Agenda

Thursday, December 7, 2023
Blank Rome LLP
1825 Eye Street NW
Washington, DC 20006

8:30 am to 9:00 am: Continental Breakfast

9:00 am to 9:15 am: Introduction and Welcome

Bob Coleman
Publisher, Coleman Publishing

Bob is the founder of the Coleman Publishing, a publisher of data, newsletters and reports; a producer of conferences, webinars and training videos — to help SBA lending finance become professional small business lending experts. His passion is getting capital to Main Street and Rural America’s small businesses.

9:15 am to 10:00 am: 2024 SBA 7(a) Secondary Market and in a Rising/High Interest Rate Environment

Bob Judge
Chief Executive Officer, Government Loan Solutions
Scott Evans
Senior Managing Director, Government Loan Solutions

Bob Judge and Scott Evans are the professional experts in the SBA Secondary Market industry. Their clients retain them to provide detailed analytical data to maximize the performance of their SBA secondary market investments. Their overview of what will happen in 2024 is the must attend event session for the summit.

10:00 am to 10:30 am: Networking Break

10:30 am – 11:30 am: The SBA 7(a) Secondary Market

David Parrish
U.S. Small Business Administration
Marybeth Kerrigan
U.S. Small Business Administration

Moderated by Bob Judge

11:30 am to 12:00 pm: Using Big Data to Value SBA Loan Portfolios

Brett Caines
Co-Founder & CEO Lumos Technologies

12:00 pm: Lunch

Presentation of Secondary Market Summit Hall of Fame Award

Keynote Speaker TBA

1:30 pm to 2:00 pm: Trading SBA 504 and Unsecured Portion Portfolio

Jon Winick, CEO
Clark Street Capital

Moderated by Bob Coleman

2:00 pm to 2:30 pm: The USDA Guaranteed Loan Secondary Market

Vasu Srinivasan
Thomas USAF

2:30 pm to 3:00 pm: SBLCs in the Secondary Market

Chris Hurn
Fountainhead Commercial Capital
Todd Hollander

Moderated by Bob Coleman

3:00 pm: Summit Adjournment