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.”

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 6th 2019Dallas - April 10th 2019New York - June 13th 2019San Francisco - November 12th 2019

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

The success of each Rountable 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

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

 

Accumulus Capital Management

Alpha Capital Advisors

Arboretum Capital Mgmt

Amerin

Analytical Research

Arque Advisors

Aspen Peak Advisors

Atalo Capital, LLC

Atrato Advisors

Atrevida Partners

BNP Paribas

C Mattin & Associates

Catalina Cavan Advisors

Colonial Consulting

Decagon Advisors

DNA Partners Mgmt

Double Eagle Capital

Eagle Capital

East Ridge Investments 

Evansco 

Fiera Capital 

Highmore

Homaer Financial

Howell Family Trust

Hye Holdings

James Alpha Management

JASPAL Asset Management

JOIA Investments

Kemnay Advisory Services

King Family Office

Klitzberg Associates, Inc.

KMI

Kopko Advisors

 

KPS Advisors LLC

Krusen Capital Management LLC

Lazard Asset Management

Lighthouse Partners

Lilypond Capital Managment

LyonRoss Capital Management

Middlemark Partners

Montrose Advisors Incorporated

Offit Capital

Old Greenwich Capital Partners

PKF O'Connor Davies LLP

Privos Capital

Prophecy Asset Management

RBC

Richmond Investments

Sand Spring Advisors LLC

Sarsi, LLC

SkyView Investment Advisors LLC

Societe Generale

Stone Family Office

Stony Brook Foundation

Symposium Capital Management, LLC

TAG Associates LLC

Talson Capital Management

The Beryl Consulting Group

The Quad Group

Titan Advisors, LLC

TNA Capital

UOB Global Capital

UNConsulting

Wetherby Asset Management

White Oak Equity Partners

Witherspoon Partners

 

 

 

www.roundtableforum.com

 

We have a 19 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

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