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 13th 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

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