Investors

The Highly Civilized Approach To Meeting Managers …

 

The Roundtable Forum provides one of the few independent (non prime broker) opportunities investors have during the year to meet managers in small, informal groups that encourage direct and substantive discussion about investment strategies and trends.

 

Our programs are “investor driven” taking into account the preferences and suggestions of our attendees.

 

Attendance is by invitation-only. By the Forum’s conclusion, investors will have met with at least 8 managers (all 12 if a colleague also attends), acquiring valuable insights derived from spontaneous group interaction with managers and peers.

Benefits to Investors

  • Complimentary registration
  • Low pressure, small-group manager meetings
  • Benefit from other investors knowledge and questions raised during group discussions
  • Networking with peers
  • Venues convenient for business in New York City, Dallas, San Francisco and Palm Beach

Todd Petzel
Chief Investment Officer at Offit Capital Advisors, New York, NY
“Jane is one of the most thoughtful, focused and organized executives I have worked with in my professional career. She sees the big picture, formulates workable plans and then has the attention to detail to execute. She is entirely dependable and above board in all her dealings. All in all, a rare and complete package.”

 

Keith Benedict
Chief Executive Officer, South Summit Services LLC, Charlotte, NC
“I have worked with Jane for 11 years and have repeatedly seen her successfully bring together investors and interesting fund managers. Jane helps uncover managers that would not have otherwise come to my attention. Always professional and thorough, she is a hedge fund veteran who knows the industry and the people well. Whether for investors or managers, I recommend the Roundtable Forum events Jane organizes.”

 

Michael P. Hennessy
Managing Director, Investments – Morgan Creek Capital Management, Chapel Hill, NC
“Jane is very well connected and respected in the alternative investment arena, particularly with respect to the hedge fund universe, on both sides of the spectrum: investment managers as well as major, qualified and accredited allocators alike. She further organizes highly organized, efficient and rather classy Roundtables throughout the year bringing these two contingents together in a setting and ratio that are quite effective for both contingents.”

 

Sheryl Mejia

Partner, Decagon Advisors, New York, NY

Through her strong standing in the hedge fund industry, Jane and her colleagues have provided both the venue, screening and detailed fund presentations that supported our identification of hedge fund managers. Their services have assisted our due diligence process while building and managing a portfolio of hedge fund investments.

Participation in the Roundtable Forum is limited to individuals who are, or who are authorized to represent the companies that are, “Qualified Purchasers” within the meaning of Section 2(a)(51) of the Investment Company Act of 1940. 

 

A “Qualified Purchasers” is:

  • A Natural persons who owns $5,000,000 or more in net “investments”
  • A person, acting for his own account or for the accounts of other qualified purchasers who, in aggregate, owns and invests on a discretionary basis, not less than $25,000,000 in net  investments
  • A family-owned organization or entity that owns $5,000,000 or more in net “investments”
  • A pre-existing trust as to which each trustee and person who contributed assets to the trust meets one of the requirements listed above
  • An entity the outstanding securities of which are beneficially owned solely by “Qualified Purchasers.”

 

If neither you nor the company you represent is a “Qualified Purchaser,” you may not participate in the Roundtable Forum.

    Contact Information:

    First Name*

    Last Name*

    Title*

    Company*

    Phone / Email / Web Site:

    Phone*

    Email*

    Web Site

    Forum Venue:

    Palm Beach - March 11th 2020Dallas - May 5th 2020New York - June TBA 2020San Francisco - October 28th 2020

    Please provide a brief description of your firm and current assets under management.

    The success of each Roundtable Forum is largely attributed to the quality and diversity of the participating managers. If you know a great manager who would benefit from the Roundtable Forum experience, please share.

     

      Recommend a Manager:

      Fund Name*

      Strategy*

      Contact*

      Phone*

      Email*

      About me:

      First Name*

      Last Name*

      Title*

      Company*

      Phone*

      Email*

      May we say you referred us?

      YesNo

      RCDALLA_00145_1280x720

      Thursday, April 26, 2018
      The Ritz Carlton
      Dallas, Texas
      8:00am to 2:00pm
      logo_56edition

      The Highly Civilized Alternative to Capital Introduction

      10 Managers | 50 Allocators | 0 Vendors
      - Registered Firms To-Date -

       

      1st Global

      5X5 Management Company
      Access Fund Management
      Amerin
      Antares Capital Management
      Cambridge Associates
      Candela Partners
      Castleview Partners
      CAZ Investments, LP
      Cross Capital Partners
      Crow Holdings Capital
      Eaglebine Capital
      Employees Retirement System of Texas
      GuideStone Financial Resources

      Howell Family Trust

       

       

      Hunt Asset Partners, LP
      J Cleo Thompson Family Office
      JPMC
      Knight Group Investments
      Korenvaes Capital Partners
      MAK Advisors
      Maverick Capital, Ltd.
      Muse Family Office
      Petro Capital Advisors
      Satori Capital
      Stable Asset Management
      Strategic Wealth Planning
      Texas Capital Bank - Wealth Advisors
      Tiedemann Wealth Management

       

      We have a 19 year history of introducing managers to allocators in our signature, "roundtable", small group format. The 10 funds we feature are the sole focus of the Forum. There are no other funds, no vendors, no exposition - no nonsense.

      If you would like to learn more about presenting your fund to our audience of registered allocators, please contact:

      Jane Halsey
      Founder & President
      212-717-9760
      jhalsey@roundtableforum.com

      ggbb

      Wednesday, November 7, 2018 The Battery 717 Battery Street, San Francisco, CA 8:00am to 2:00pm
      logo_56edition

      The Highly Civilized Alternative to Capital Introduction

      10 Managers | 50 Allocators | 0 Vendors

      - Registered Allocators to Date -

      Amerin

      Andra Capital

      ARS Capital

      Ascent Private Capital Mgmt

      BlackRock

      Blue Fog Capital

      Candela

      CANY Capital, LLC

      Dignity Health Evergreen Gavekal

      Fintan Partners

      First Republic Investment Mgmt

      For Good Ventures Furuya & Company Goldman Sachs Gordian Wealth Advisors Hall Capital Partners Howell Family Trust Hybrid Capital

      Intel Corporation

      JMP Asset Management

      Jordan Park

      Lingle Family Trust

      Merus Advisors

      Montcalm TCR Nuveen Alternatives

      Ohana Advisors

      Open Road Holdings

      Pacific Marin Investments

      Peninsula House, LLC Private Investor

      Risk Strategy Consulting

      RLNT Capital

      Rotter Family Office

      San Francisco Zen Center SFG Asset Advisors

      Shinnecock Partners Swig Investment Company The Family Wealth Consulting Group

      The Foundation Investment Group

      Unity Hunt, Inc. US Bank

      Vista Wealth Management

      Voyager Management, LLC Wetherby Asset Management

      Whittier Trust Company

      www.roundtableforum.com

      Searching for a few good managers . . .

      We are in the process of programming future Forums. If you would like to learn more about presenting your fund to our audience of registered allocators, please contact:

      Jane Halsey                                Founder & President 212-717-9760 jhalsey@roundtableforum.com

      56edition

      Wednesday, December 5, 2018
      10 On The Park at Time Warner Center
      60 Columbus Circle, New York, NY
      8:00am to 2:00pm
      logo_56edition

      The Highly Civilized Alternative to Capital Introduction

      10 Managers | 75 Allocators | 0 Vendors
      - Registered Firms to Date -

      Abax Financial Management

      Adair Capital LLC

      Adalta Capital

      Alpha Capital Advisors

      Amerin

      Analytical Research

      Apex Financial Advisors Inc.

      Arque Advisors, LLC

      Ascona/Galaxy

      Atrato Advisors

      Atrevida Partners, LLC

      Baldwin Brothers

      Bessemer Trust

      Cavan Advisors

      Colonial Consulting, LLC

      Decagon Advisors

      DLS Capital Partners

      Double Eagle Capital

      Eagle Capital

      Evansco, LLC

      FPS Management

      Gabelli & Company

      Gagnon Advisors, LLC

      Gate Advisors

      High Net Worth Individual

      Highmore

      Howell Family Trust

      Homaer Financial

      Hunt Asset Partners, LP

      Jaspal Asset Management

      Kaufman Family Office

      KPS Advisors

      Lighthouse Partners

      Middlemark Partners

      Montrose Advisors Inc.

      NY State Common Retirement Fund

      Klitzberg Associates, Inc.

      Krusen Capital Management

       

       

       

       

       

       

      Little Harbor Advisors

      LyonRoss Capital Management

      OBEX Group LLC

      Offit Capital Advisors

      Old City Investment Partners

      Penn State Endowment

      Permanens Capital

      Peninsula House, LLC

      PKF O'Connor Davies LLP

      Prophecy Asset Management, Inc.

      RBC Capital Markets

      Richmond Investments

      Rosh Capital Management

      Sand Spring Advisors LLC

      Satori Capital

      SBP Managment

      Siridean Advisors

      SkyView Investment Advisors LLC

      Societe Generale

      Soundlink Partners, LLC

      South Summit Services LLC

      Stable Asset Management

      Stony Brook Foundation

      Symposium Capital Management, LLC Teachers College of Columbia University

      The Portfolio Strategy Group

      Thompson Hine

      Titan Advisors, LLC

      True North Advisers

      Twin Advisors

      UOB Global Capital

      UN Consulting

      Unity Hunt, Inc.

      White Oak Equity Partners

      Willart Partners, LP

      Witherspoon Consulting Partners LLC Zander Ridge

      Zilkha Family Office

       

       

      www.roundtableforum.com

      Searching for a few good managers . . .

       

      We are in the process of programming future Forums. If you would like to learn more about presenting your fund to our audience of registered allocators, please contact:

       

      Jane Halsey                               
      Founder & President
      212-717-9760
      jhalsey@roundtableforum.com


      We have a successful 18 year history of introducing managers to allocators in our signature, "roundtable", small group format. The 12 funds we feature are the sole focus of the Forum. There are no other funds, no vendors, no exposition - no nonsense.

      Wednesday, March 6, 2019
      The Colony Palm Beach
      Palm Beach, Florida
      9:00am to 3:30pm
      logo_56edition

      The Highly Civilized Alternative to Capital Introduction

      8 Managers | 40 Allocators | 0 Vendors
      - Registered Allocators to Date -

      Aspen Peak Advisors
      Citi Private Bank
      Glide Capital LLC
      JP Morgan
      Palm Equity, LLC.

      Stone Family Office
      Talisman Family Alliance
      Tanne Family Office
      U.S. Bank Private Wealth Management
      Willart Partners

       

      www.roundtableforum.com

      We have a 20-year history of introducing allocators to managers in our signature, "roundtable", small group format. Discussions with the 10  featured managers and peer networking are the sole focus of the Forum. No vendors, no exposition - no nonsense.

       

      Registration is always complimentary for qualified investors.  Managers selected for inclusion in the Forum collectively underwrite the program via a participation fee.  If you would like to register or learn more about future forums, please contact:

       

      Jane Halsey
      Founder & President
      212-717-9760
      jhalsey@roundtableforum.com     

       

       

      RCDALLA_00145_1280x720

      Wednesday, April 10, 2019
      The Ritz Carlton
      Dallas, Texas
      8:00am to 2:00pm
      logo_56edition

      The Highly Civilized Alternative to Capital Introduction

      10 Managers | 50 Allocators | 0 Vendors
      - Registered Firms to Date -

      Access Fund Management

      Adi Family Office

      A.G Hill Partners
      B-29 Family Holdings, LLC
      BGAM Partners
      Catamount Capital

      Choctaw Global Strategic Investments

      Collins Permian
      Continuous Capital
      Cross Capital Partners
      Crow Holdings Capital
      DLS Capital Partners
      Eaglebine Capital

      Entoro Capital
      Fairway Asset Management, LLC

      GSG Capital Advisors
      GUIDESTONE Financial Resources

      HFI
      Howell Family Trust
      Hunt Asset Partners, LP
      JH MOORE INC
      Korenvaes Management LLC

      ORIX USA

       

      Phlox Capital Management, LLC

      Prelude Capital

      Richmond Investments

      RWR Investments
      Satori Capital
      SFMG Wealth Advisors
      Silverbear Capital, Inc.
      South Summit Services LLC
      Stable Asset Management
      Strategic Wealth Planning

      Tiedemann Advisors
      Texas Alternative Investments
      TIGER 21

      Tolleson Wealth Management

      Tres Robles Holdings LLC
      True North Advisors
      Unity Hunt, Inc.
      Valmora Partners
      View Capital Advisors
      Vivaldi Capital Management
      White Oak Equity
      Windmuehle

       

      We have a 20 year history of introducing managers to allocators in our signature, "roundtable", small group format. The 10 funds we feature are the sole focus of the Forum. There are no other funds, no vendors, no exposition - no nonsense.

       

      If you would like to learn more about presenting your fund to our audience of registered allocators, please contact:

       

      Jane Halsey
      Founder & President
      212-717-9760
      jhalsey@roundtableforum.com

      56edition

      Thursday, June 13, 2019
      Convene
      75 Rock Plaza, New York, NY
      8:00am to 2:00pm
      logo_56edition

      The Highly Civilized Alternative to Capital Introduction

      10 Managers | 75 Allocators | 0 Vendors
      - Registered Firms to Date -

      50 State LLC

      5Oceansgroup

      Accumulus Capital

      Adair Capital

      Akemi Capital

      Alta Capital
      Arque Advisors LLC

      Ascend Capital Group Intl.
      Aspen Peak Advisors
      Atrato Advisors
      Atrevida Partners, LLC

      Bella Via Realty

      Beninvest & Associates, LLC

      Bloomberg LP
      Cavan Advisors

      Charles H. Hood Foundation

      Chartwell Capital

      Commonfund

      Coterie

      Crawford Ventures, Inc

      Decagon Advisors
      DNA Partners Mgmt Company 
      Eagle Capital
      East Ridge Investments LLC
      EPM Advisory, LLC
      Evansco LLC

      F.B.Asset Management

      Ferguson Family Office

      Gabelli

      Geller Advisors

      GenSpring/SunTrust
      Gruss & Co.
      Homaer Financial

      Hughes and Company

      Hyperion Wealth Advisors LLC

      Ivy Capital Group LLC

       

       

       

       

      JOIA Innvestments

      Klitzberg Associates, Inc.

      Kopko Advisors

      KPS Advisors LLC

      Krusen Capital Mgmt. LLC

      Lighthouse Partners

      Leste Capital Partner

      Little Harbor Advisors

      Longstone Capital Advisors

      Mill Creek Capital Advisors, LLC
      Montrose Advisors Incorporated

      Morgan State University

      New Providence Asset Management

      Odyssey Alternative Investments
      Offit Capital
      Old City Investment Partners
      Potenza Capital LP

      Prelude Capital
      Prophecy Asset Management

      RBC
      Russell Investments

      Stiefel Wealth and Investment Mgmt

      Stone Family Office
      Symposium Capital Mgmt LLC
      SkyView Investment Advisors LLC

      The Bank of Yokohama, Ltd
      The Beryl Consulting Group

      Titan Advisors, LLC

      TLFO
      True North Advisers

      Truth Initiative
      UN Consulting
      UOB Global Capital

      Willart Partners

      Winnick Realty

      Whitwell Partners
      Witherspoon Partners

      www.roundtableforum.com

       

      We have a 20 year history of introducing managers to allocators in our signature, "roundtable", small group format.

      The 10-12 funds we feature are the sole focus of the Forum. There are no other funds, no vendors, no exposition,

      no nonsense.

       

      Jane Halsey
      Founder & President
      212-717-9760
      jhalsey@roundtableforum.com