Wells Fargo Securities Middle Market Opportunities Forum

Imaginative Business Leaders, World Class Investors, ONE stagecoach

December 7 – 8, 2016

Registration

The Wells Fargo Middle Market Opportunities Forum is complimentary for clients of Wells Fargo Securities, Abbot Downing, and Wells Fargo Advisors. Space is extremely limited. Invitations will be extended in early September via Wells Fargo sales. To inquire about an invitation to the Forum please contact your Wells Fargo or Abbot Downing representative. You may also email invitation requests directly to Jonathan Bock at jonathan.bock@wellsfargo.com. Due to substantial institutional interest, please understand that we will give priority to institutional investors, family offices, limited partners, and general partners.

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Please note that attendance at the Abbot Downing Investment Symposium and the Wells Fargo Middle Market Forum Charity Dinner each require a separate invitation.

Event information

Event information

This event will be held at the Plaza Hotel New York, 768 Fifth Avenue at Central Park, Dec. 7 – 8, 2016. Registration for this event is required in advance. Due to the high volume of attendees, there will be no walk-in registration. Please note that institutional investor one-on-one meetings with various BDC and private credit managers will be held on December 7.

Event Details

Speakers

Speakers

Speakers at the Middle Market Opportunities Forum include world business leaders, legendary investors, best-in-class middle market lenders, and several of the world's largest public and private debt and equity managers. The 2016 speaker lists now hosts over 50 speakers.

Our Speakers

Agenda

Agenda

Agendas for both December 7 and December 8 events will be released in the fall. We encourage conference attendees to check the agenda tab for conference updates. Note that attendance at the Abbot Downing Investment Symposium requires a separate invitation. Contact your Abbot Downing representative for more information.

Agenda Details

Message from our hosts

In just three short years, the Middle Market Opportunities Forum has become a top showcase of investment talent and ideas. Once again in December, this event will host several of the world's most extraordinary business leaders and investors to discuss the financial markets, prudent investment philosophy, alternative assets and emerging trends in private credit, Business Development Companies (BDCs), and direct lending.

We're humbled at the opportunity to serve our clients and outline the great case for the middle market economy and we look forward to hosting you.

— Wells Fargo Securities Research

Diane Schumaker Krieg

Global Head of Research, Economics & Strategy

Todd Wickwire

Todd Wickwire

Co-Head of Equity Research

Lee Brading

Lee Brading

Head of Credit Research

Jonathan Bock

Jonathan Bock

Managing Director, Senior Equity Analyst

Abbot Downing Investment symposium

Abbot Downing Investment Symposium

Exploring unique opportunities

December 7, The Plaza New York
8:00 a.m. – 2:00 p.m.

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Finding (or avoiding) the next big short

Finding (or avoiding) the Next Big Short

A conversation with Steve Eisman

December 7, The Plaza New York
2:00 p.m. – 2:45 p.m.

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BDC and Private Credit Manager Presentations and One-on-Ones

BDC and private credit manager presentations and one-on-ones

December 7, The Plaza New York
8:00 a.m. – 4:00 p.m.

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BDC Investment 301 - A Investors Guide to the Space

BDC investment 301 — an investors guide to the space

December 7, The Plaza New York
3:00 p.m. – 5:00 p.m.

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The Wells Fargo Middle Market Opportunities Forum Charity Dinner

The Wells Fargo Middle Market Opportunities Forum charity dinner

December 7, New York City
6:00 p.m. – 9:00 p.m.

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The 2nd Annual BDC Board of Directors Offsite

The 2nd Annual BDC Board of Directors offsite

December 7
3:00 p.m. – 5:00 p.m.

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Contact us

For registration information please contact jonathan.bock@wellsfargo.com.