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Independent Best Practices Roundtable

June 02, 2025

Royal Sonesta Washington DC Capitol Hill, Washington, DC

Monday, June 02

11:00 AM - 12:00 PM Check-In
12:00 PM - 01:15 PM General Session and Luncheon

Held jointly with the attendees of the Bank, Captive and Vendor Finance, Independent, Service Provider and Small Ticket Roundtables.

Leigh LytlePresident and CEO, Equipment Leasing and Finance Association

Keynote speaker:

Jason Turner, Chief Investment Strategist, Great Lakes Advisors, a Wintrust Wealth Management Company

01:15 PM - 01:30 PM Break
01:30 PM - 02:30 PM Session 1: The Growing Role of Private Capital in the Independent Market
Private capital firms are playing an increasingly influential role in the independent equipment finance space. In this session, we'll explore what's driving their interest, what they look for in potential partners or acquisitions, and what kind of returns they expect. Join us for a candid discussion about how this trend is reshaping the landscape for independents, and what it could mean for your business strategy going forward.

Moderator: John Pfister, CEO, Mazo Capital

Speakers:
Barry Ripes, Co-Founder and President, PrivateCap
Bill Phelan, Founder, PrivateCap
02:30 PM - 02:45 PM Break
02:45 PM - 04:00 PM Session 2: Navigating Regulatory Concerns for Independent Equipment Finance

Join us for a dynamic roundtable discussion where industry professionals share insights on the evolving economic landscape and its impact on independent equipment finance. This session will focus on key regulatory issues, including the effect of tariffs on equipment costs and ongoing labor challenges. Participants will have the opportunity to discuss what they are seeing in the market and share their expectations for the future, offering valuable perspectives on how these factors are shaping the industry.

Mehul Madia, Special Counsel, Sheppard Mullin

* All times are in Eastern Standard Time