The SBIC Summit: Increased Profit, Improved Regulatory Compliance

How to Form, Launch and License a Small Business Investment Company

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Discover how to take part in the $4 billion annual SBIC Program to achieve higher returns and ensure significant CRA & Dodd Frank compliance

Business and teamwork

One Day: December 6, 2017
Blank Rome LLP
1825 Eye Street NW
Washington, DC 20006

Download a Registration Form

Meet, hear and network with influential banking, SBIC, legal and finance experts as they discuss the attractive incentives for banks and investment managers to embrace the SBIC financing channel. You’ll also learn advantages of launching your own SBIC—or investing in one—as well as inside strategies for licensing and operating an SBIC.

Your event co-chairs will guide participants to a wealth of SBIC opportunities:

Bob Coleman, Publisher, Coleman Report
Marty Teckler, Partner, Blank Rome, LLP

Learn about the attractions to using the SBIC Program:

How banks receive Community Reinvestment Act Credits for their SBIC-related investments
How SBIC investing often provides median IRRs of 15% and top quartile IRRs of 28%
How the SBIC Program can profitably help banks broaden their suite of banking services to the small business community
How using the SBIC platform can dramatically increase investors’ internal rate of return, while reducing risk
Why SBIC investments remain attractive for private capital investors and what restrictions apply
Reasons so many banks prefer to own their own SBICs
Three major regulatory incentives for taking part in SBIC investing
Obstacles to launching and structuring an SBIC—and how to overcome them
How bank investment in SBICs creates unrelated business opportunities
How to navigate SBA’s licensing process for SBICs
How SBA supports SBICs and their investors
Small group forum, so you’ll have the chance to meet and speak personally with all speakers and participants

Acquire facts, wisdom and advice for capitalizing on the SBIC Program:

Wednesday, December 6th

8:00AM – 8:45AM: Breakfast

8:45AM – 9:00 AM: SBIC Investing for Main Street

9:00AM – 10:30AM: How to Form, License and Operate an SBIC

10:30AM – 11:00AM: Networking Break

11:00AM -11:45AM: Regulatory Implications for Bank-Operated SBICs and SBICs Banks Invest In

12:00PM – 1:00PM: Luncheon Keynote

1:00PM – 2PM: The Logistics of Operating an SBIC

2:00PM – 2:15PM: Networking Break

2:15PM – 3:15PM: What It’s Like to Manage a Bank-Sponsored SBIC

3:15PM – 4:00PM: The SBIC Program and SBIC Lower Middle-Market Investments from the Washington, DC Perspective

Five Easy Ways to Register:

Regular registration fee for the Forum is $1,095.
1) Previous customers need only to send an email to joseph@colemanreport.com with “Register SBIC Summit” 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, 28081 Marguerite Pkwy #4525, Mission Viejo, CA 92690

5) Click here for paying using PayPal