In this episode of Family Office Fundamentals, we share highlights from a fireside chat at the SBIA National Summit for Middle Market Funds, moderated by Tim Rafalovich of Wells Fargo. Featuring insights from industry leaders, the discussion covers historical SBIC returns, market challenges, and key findings from the IPC White Paper, "The Performance of Small Business Investment Companies."
In this episode of Family Office Fundamentals, we feature highlights from a fireside chat at the SBIA National Summit for Middle Market Funds moderated by Tim Rafalovich, Head of Fund Investing at Wells Fargo. The panel includes Zev Zaretsky (Sierra Capital), David Demeter (Managing Director, Davidson College Endowment), Alex Abell (Managing Partner, RCP Advisors), and Tyson Smith (Partner, Tecum Capital).
This episode digs right into insights from the recent IPC White Paper on historical SBIC returns. We've curated the most compelling moments from the hour-long discussion, covering topics such as historical returns, market challenges, the SBIC investing landscape, historical losses, and other thought-provoking observations. Perfect material for sparking conversation at your holiday dinner table!
Please find the IPC Report here --> "The Performance of Small Business Investment Companies".