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 and San Francisco

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, Dallas, TX
“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:

San Francisco - November 7th 2017New York - December 7th 2017Palm Beach - January 18th 2018Dallas - April 26th 2018

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

ggbb

Tuesday, November 7, 2017
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 -

A Street Investments

Alten Capital

Ascent Private Capital Management

Candela VC

CAZ Investments, LP

Certis Capital

CM Capital Advisors

CommerceNet

Dignity Health

Firebolt Ventures

Furuya & Company

Goldman Sachs

Gordian Wealth Advisors

Hall Capital

Howell Family Trust

Hybrid Capital

Makena Capital

MLK Private Equities

 

 

 

 

McQuillan Family LLC

Nuveen Alternative Investment Group

ORS, City of San Jose

Peninsula House, LLC

Pointu Partners

Quality Manager Consultants (QMC)

Satori Capital

SFG

Swig Investment Company

Talson Capital

The Family Wealth Consulting Group

The U-Group

UBS Financial Services

UBS (Private Bank)

Unity Hunt, Inc.

University of California

Veritable LP

Wetherby Asset Management

 

 

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

Thursday, December 7, 2017
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.

RCDALLA_00145_1280x720

Wednesday, April 26, 2017
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, LLC

Amerin

Angel Reyes & Associates, PC

Aspen Peak Advisors

Avalon Securities

BAM Capital Group

Birnam Wood Capital, LLC

Bley Investment Group, Inc.

Box Financial Advisors

Cambridge Associates

Campbell Companies

Castleview Partners

Catamount Capital

CAZ Investments, LP

Copper Beech Capital, LLC

Corona Capital

Cross Capital Partners

Crow Holdings Capital

Deason Capital Services, LLC

Double Eagle Capital

DLS Capital Partners Employees

Eaglebine Capital

Eastex Crude Company

ERS of Texas

Fidelity Family Office Services

Galapagos Partners, LP

GuideStone Financial Resources

Howell Family Trust

Hunt Asset Partners, LP

ICMC

Knight Group Investments

 

 

Korenvaes Management LLC

Lennox Capital Partners, LP

MAK Advisors

Meritage Capital

Mt. Vernon Investments

NorCap Advisors, LLC

ORIX USA

Phlox Capital Management, LLC

Point 16 Capital

QMC, LLC

Robert W Baird

Rosewood Management Corporation

Satori Capital

Silverbear Capital

Strategic Wealth Planning

Stable Asset Management

Stride Capital Group

Tailwind Advisors

Taylor Investment Advisors

Tiedemann Wealth Management

Telesis Company

Texan Capital Management

Texas Capital Bank Private Wealth Advisors

Texas Tech University System

TIGER 21

Tolleson Wealth Management

Valmora Partners

Varsity Financial Group

Victory Real Estate Group

View Capital Advisors

Vontobel Swiss Wealth Advisors Ltd.

 

We have an 18 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