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 77 Forums in New York, London, Geneva, Zurich, Dallas, San Francisco and Palm Beach, 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.”


linkedin_logo Jane Amanda Halsey

Jane Amanda Halsey is the President of Roundtable Forum, LLC., a family owned and operated business which is 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 80 Forums in New York, London, Geneva, Zurich, Dallas, San Francisco, Palm Beach and Hartwell, GA 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

Charlotte, NC


Steven W. Caple


Unity Hunt, Inc.

Dallas, TX

Howard Cooper
Chief Executive Officer
Cooper Family Office
Palm Beach, FL


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


Sheryl Mejia, CFA, CPA CA, Partner

Managing Partner
Steward Asset Management 
New York, NY


Steven J. Menna

Partner – National Hedge Fund Segment Leader


Dallas, TX

Todd E. Petzel

Chief Investment Officer

Offit Capital Advisors, 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 . . .

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.

The Palm Beach Hedge Fund Association is a South Florida based non-profit trade organization

consisting of active hedge fund professionals, venture capitalists, ultra-high net worth investors, family offices, investment bankers, academics, and a wide variety of financial experts. Our goals include providing a unique deal flow network among our members and improving the public’s perception of hedge funds and alternative investments in Palm Beach County and South Florida via education. For more information, visit our website below.

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

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.



Roundtable Forum, LLC

1459 Whippoorwill Trail

Hartwell, GA 30643, USA


Jane Amanda Halsey, Founder & President



Gary Lederman, Business Development / Manager Inquiries