Company

Roundtable Forum made its debut in New York in May of 1999 and was formally incorporated by its founder and President, Jane Amanda Halsey, in 2000.

 

Since its inception there have been a total of 65 Forums in New York, London, Geneva, Zurich, Dallas and San Francisco, featuring over 1,000 managers and their funds. Today the Forum is widely regarded as the alternative investment industry’s leading, independent allocator introduction and due diligence event. Our curated approach is often imitated but never equaled.

 

“We are the highly civilized alternative to capital introduction for managers and allocators.”

 

jane-amanda-halsey
linkedin_logo Jane Amanda Halsey
President

Jane Amanda Halsey is the President of Roundtable Forum, LLC., the alternative investment industry’s leading independent allocator introduction and due diligence event. Since its inception in May of 1999, there have been a total of 65 Forums in New York, London, Geneva, Zurich, Dallas and San Francisco, featuring over 1,000 managers and their funds. Ms. Halsey is also President of Halsey & Co., LLC. From 1996 to 2001, Halsey & Co. represented “emerging” alternative investment managers both domestically and abroad. Halsey & Co. also provided consulting services to managers who did not require representation but needed assistance with the development of effective marketing materials and strategies.

 

Prior to forming Halsey & Co., Ms. Halsey was Assistant Vice President of LINK Strategic Investors, Inc., a boutique consulting firm engaged in offshore fund origination and asset allocation. During her tenure at LINK, Ms. Halsey was integrally involved in the development of two multi-manager funds for The Maritime Bank of Israel Ltd., a bank controlled by a Steinhardt partnership. She was responsible for the creation of marketing materials, administration oversight and investor liaison. From 1991 to 1993, Ms. Halsey was employed by Sherman Trading, Inc., a CTA/CPO, where she acted as trading assistant, administrator and investor liaison. From 1989 to 1991, Ms. Halsey was employed by Lehman Brothers in New York. She holds a Series 7, and 63 and is a Registered Investment Advisor.

 

Ms. Halsey is a graduate of the American University in Washington, DC. She obtained a B.A. in International Relations from the University’s School of International Service in 1989. Prior to completing her studies, she served as a White House Intern in the Office of Public Liaison during the Reagan/Bush transition.

We are grateful to the Advisory Board Members for their contribution of time and professional insight.

 

Keith Benedict

Chief Executive Officer

South Summit Services, LLC

Dallas, TX

Steven W. Caple

President

Unity Hunt, Inc.

Dallas, TX

David R. Grosner

Chief Investment Officer

Lebanese American University

New York, NY

Michael P. Hennessey

Managing Director

Morgan Creek Capital Management, LLC

Chapel Hill, NC

 

Nicholas Heldfond
Family Member
Swig Investment Company, LLC
Corte Madera, CA

Elizabeth R. Hilpman

Managing Director – Investments
Barlow Partners
New York, NY

 

Eric J. Hoerdemann, CFA
Chief of Research and Risk
Stride Capital Group
Stamford, CT

 

Steven J. Menna

Partner – National Hedge Fund Segment Leader

KPMG LLP

Dallas, TX

Todd E. Petzel

Chief Investment Officer

Offit Capital Advisors, LLC

New York, NY

 

Robert D. Wedeking, CFA

Chief Investment Officer

Geller Family Office Services, LLC

New York, NY

 

The Advisory Board reviews manager submissions and makes recommendations to the Forum producers concerning the overall quality and improvement of the Forum.

 

From time-to-time, they may also make suggestions concerning potential manager participants and keynote speakers.

As a premier provider of professional services to firms offering alternative investments of every size and at every stage of the growth lifecycle, KPMG is committed to creating an exceptional experience . . .
READ MORE

one we are equipped to deliver more than ever before. 
Our commitment to the alternative investment industry is laser-focused: to provide fund managers with the clarity and confidence they need to manage their fund platform effectively from formation through capital accumulation to successful realization. 

Based in New York, the Decagon team provides customized alternative investment consulting to institutional investors.  The Decagon team seeks to accelerate the success of alternative 
READ MORE

investment programs by providing a competitive advantage. Our goal is to support innovation, durable investment programs and firm creation within the alternative investment management industry based on a foundation of best practices. Decagon team works with CIOs and Investment Committees to provide due diligence, customized analysis and reporting to support alternative allocations. The support often involves manager selection, governance training, operational and portfolio risk analysis. Utilizing this knowledge, the Decagon team also supports private equity and hedge fund owners in the implementation of best practices with mock due diligence and new fund launch advisory services.

BPO is approved by the Swiss Financial Supervisory Authority (FINMA) as a Swiss Representative for Foreign Collective Investments Schemes (CIS) to Qualified Investors.
READ MORE

BPO provides an efficient and proactive solution for fund managers wishing to continue marketing their products on the Swiss market once the new Collective Investments Scheme Act (CISA) phases in on march 1st, 2015.

The BPO team is highly experienced in manager selection and due diligence of Alternative Investments products.  Our representation solution is ideal for assets managers that require a comprehensive and dependable solution to the new Swiss distribution framework under the revised CISA.  We intend to represent select “best of breed” range of foreign Hedge Funds and Private Equity products.

bastionpartners.ch

 

 

Roundtable Forum, LLC

66 Newtown Lane

Suite 4

East Hampton, NY 11937, USA

 

Jane Amanda Halsey, Founder & President

Telephone:212-717-9760

Fax:212-717-9763

jhalsey@roundtableforum.com

Gary Lederman, Business Development / Manager Inquiries

Telephone:212-717-9761

Fax:212-717-9763

glederman@roundtableforum.com

 

image contact