Independent Sponsor Forum Event Calendar
Independent Sponsor Forum Event Calendar
2026 Digital Lunch and Learn: The Modern Execution Model for Independent Sponsors
12:00 PM - 1:00 PM
Independent sponsors are sharpening their models to be more effective with fewer resources. This session highlights how leading sponsors and capital partners use lean teams, outsourced expertise, and emerging AI tools to strengthen sourcing, streamline dil
2026 Digital Lunch and Learn: AI Strategies- Creating Efficiencies for Independent Sponsors
1:00 PM - 2:00 PM
How are independent sponsors really using AI across their operations – what tools and strategies are they using to really create efficiencies. Moving beyond theory – this digital lunch and learn gets into the specifics of what AI tools our panelists use to
2026 Digital Lunch and Learn: Transitioning from an Operator to Deal By Deal Investor
12:00 PM - 1:00 PM
How are independent sponsors really using AI across their operations – what tools and strategies are they using to really create efficiencies. Moving beyond theory – this digital lunch and learn gets into the specifics of what AI tools our panelists use to
2026 Digital Lunch and Learn: Common Exam Issues and How to Rectify Them
2:00 PM - 3:00 PM
This panel of some of the leading SBIC CFOs discuss what they've seen examiners focus more in 2026, proactive risk mitigation actions to take, best practices on corresponding with the SBA after exams and written findings, exam timing and onsite frequency a
