Our signature “roundtable” format is dynamic, engaging and highly efficient …


  • Each ”session” features a maximum of 6 managers, each of whom hosts a group discussion.
  • The 2 hour sessions are divided into four 30-minute rotations. During each rotation investors visit with a manager of their choice.
  • To prepare investors, a digital “Roundtable Forum Workbook” profiling each manager/fund is distributed one week prior to the Forum.
  • During the Forum, investors have convenient and “green” access to all presentation materials via our event specific, password protected web site.

We value and encourage social interaction as a means of initiating, and strengthening business relationships.


Throughout the day, there are several networking opportunities:

  • Continental breakfast
  • Refreshment break
  • Luncheon
Sample Schedule
Illustrated Demonstration