National Summit For Middle Market Funds 2026
A networking and fundraising conference for professionals in the lower middle market.
The Boca Raton
- Date
- October 11, 2026
- Venue
- The Boca Raton
- Attendance
- More than 600 fund managers, limited partners, investment bankers, and industry professionals
TL;DR
- The 2026 summit starts October 11 at The Boca Raton in Boca Raton, Florida.
- The organizer describes the event as a networking and fundraising conference for the lower middle market.
- Its audience includes more than 600 fund managers, limited partners, investment bankers, and other industry professionals.
Who you'll find in the room
Senior-level professionals
The organizer identifies senior-level professionals as part of the summit audience.
Fund managers
Fund managers are among the attendee groups identified by the organizer.
Limited partners
Limited partners are among the attendee groups identified by the organizer.
Investment bankers
Investment bankers are among the attendee groups identified by the organizer.
Industry professionals
The organizer also identifies industry professionals as attendees.
Featured speakers
17 listedRashaun Williams
Brett Palmer
Steve Case
Ben Geis
Tim Rafalovich
David Demeter
Zev Zaretsky
Alex Abell
Tyson Smith
Roger Marshall
Caroline Ducas
Liddy Karter
Marilyn Adler
Lane Wiggers
Bailey DeVries
Sarah Busch
Michael Bailey
Partners on record
3 listedVenue & travel
Venue
The Boca RatonGetting there
The venue is in Boca Raton, Florida.
Questions people ask
6 answeredThe 2026 summit starts October 11.
The organizer cites more than 600 fund managers, limited partners, investment bankers, and industry professionals as potential connections at the conference.
The summit takes place at The Boca Raton in Boca Raton, Florida.
The organizer identifies senior-level professionals, fund managers, limited partners, investment bankers, and other industry professionals as attendees.
It is most useful for lower middle market fund managers raising capital and for limited partners looking for new managers, since the organizer describes a gathering of more than 600 fund managers, LPs and investment bankers, plus a matchmaking program run through CapitaLinx and a wine reception where GPs meet LPs. Wells Fargo Strategic Capital appears among the sponsors, which suggests institutional capital is part of the mix; operating company executives or service providers with no link to fund fundraising would get less from it.
Attendees at private equity and fund investor conferences usually wear business casual to business attire, such as jackets and slacks without ties, and the Florida resort setting in October leans toward lighter fabrics. The evening reception typically calls for a step up to smart casual or a sport coat.
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