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Attendees networking at the 2025 Wells Fargo SBIC Symposium in an elegant venue with a red Wells Fargo branded backdrop.

2025 Wells Fargo SBIC Symposium

Wednesday, December 3, 2025
6:00 PM - 9:00 PM
New York City, NY

An exclusive, by-invitation gathering for SBIC fund managers and limited partners covering current market challenges, AI in finance and historical SBIC returns.

2025 Wells Fargo SBIC Symposium

Event Overview

The 2025 Wells Fargo SBIC (Small Business Investment Company) Symposium is an exclusive, by-invitation industry gathering held in early December 2025, organized for fund managers and limited partners.

Wells Fargo's Head of Fund Investing, Tim Rafalovich, will actively moderate the sessions covering key topics like current market challenges, AI in finance, historical SBIC returns, and white papers regarding the performance of Small Business Investment Companies.

Facilitators

Keith Jensen, President at Cadre AI
Keith Jensen
President

Keith Jensen is President of Cadre AI, bringing 20+ years scaling PE-backed tech and healthcare companies with expertise in data-driven marketing strategy, demand generation, and growth operations. He specializes in building full-funnel growth systems that connect marketing execution directly to revenue and operational outcomes. Keith has led transformation initiatives across private equity portfolios, including attribution frameworks, demand engines, and team structures designed for repeatable scale. He operates as both an executive leader and hands-on operator, focused on clarity, accountability, and measurable results.