Managers

The Highly Civilized Alternative To Capital Introduction …

 

We have a 21-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.  

Our Formula For Success Is Simple: 10-12 Managers | 50-75 Allocators | 0 Vendors

 

  • A bespoke opportunity for 10-12 managers to meet ~ 50-75 allocators:

– Single & Multi-Family Offices

– Fund-of-Funds

– Registered Investment Advisors

– Consultants

– Endowments / Foundations

  • Diverse strategies are presented by managers at all stages of development.
  • Networking opportunities during registration breakfast, refreshment break, and lunch with no speaker.
  • To prepare investors, a “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.
  • Marketing personnel are welcome to accompany the manager.
  • Managers receive full contact details for all attendees to facilitate follow-up.
  • Venues convenient for business in New York City, Dallas, San Francisco and Palm Beach

 

What is the Roundtable Forum?

Since its inception in May of 1999, there have been 77 Forums in New York, London, Geneva, Zurich, Dallas, San Francisco and Palm Beach featuring over 1,000 managers and their funds.

The Value Proposition

 

  • If you raise just one million dollars, the Forum pays for itself in the first year’s management fee.
  • The Forum benefits managers at all stages of development from pre-launch to well established.
  • Save time!  Meet a large number of allocators in 1 day minimizing out-of-office time.
  • Save money!  Eliminate costly travel and entertainment expenses.  The allocators come to you.
  • We don’t charge typical 3rd party marketing fees – just a one-time participation fee.
  • We position you for success by prepping you and your materials for the event.
  • All you do is provide us with a fund profile.  We do everything else!

Roundtable Forum attendance is by invitation-only to a select group of qualified investors, all of whom receive complimentary admission to the program.  Managers participating in the Roundtable Forum collectively underwrite the program via a participation fee.  The fee entitles the firm to two passes:

 

  • One for the principal who will be presenting (two if the fund is co-managed).
  • One for a marketing representative.

 

These two firm representatives are welcome in the presentation room during their session only, and at all food and beverage functions. We restrict access to the presentation room to prevent managers and marketers who are not “in session” from distracting investors. Furthermore, it is not appropriate to have other managers attending presentations where potentially proprietary information may be discussed.

 

On the day of the Forum all participants receive a delegate list including full contact details for all investor attendees. It is our policy not to provide a delegate list to anyone in advance of the Forum. We do this to prevent participating managers and marketers from “front running” the Forum.

The Roundtable Forum provides one of the few independent (non-prime broker) opportunities investors have during the year to meet managers face-to-face in an intimate and relaxed setting that encourages direct and substantive discussion about investment strategies and trends

Available upon request

 

Ankur Jain
Managing Partner, Chief Operating Officer
Falchion Capital Management

 

“As a former family office allocator, I used to attend the Roundtable Forum to find interesting and unique managers. Now, as a co-founder of a hedge fund, I have found the Roundtable Forum to be the best out of any conference we’ve participated in since inception. The investor-to-manager ratio was just right and we have met many thoughtful investors we had previously not heard of. Jane’s focus on quality over quantity keeps the Forum’s integrity high and her team does an excellent job with logistics and communication.”

__________________________________________________________________________________________

 

Thank you for your interest. We are currently accepting applications from managers who would like to participate in the next edition of the Roundtable Forum.

 

If you are not familiar with the Roundtable Forum, we encourage you to browse our website for a complete overview. If you have determined that you would like to present at the Forum, we like to remind you that:

 

  1. The Manager Selection Process is Guided by our Advisory Board In order to preserve the objectivity of the manager selection process, certain members of our Advisory Board will review manager submissions and make recommendations regarding content.
  2. Managers Pay a Participation Fee All participating managers pay a participation fee. In the event of a cancellation, we will attempt to reschedule the Forum in the near future. If the Forum is not rescheduled within 90 days or you cannot make the new Forum date due to conflict, you will be entitled to a 100% refund.
  3. Application Deadline In order to be considered for inclusion in a Roundtable Forum(s) you will need to submit an indication of interest by the relevant deadline.
    • Palm Beach - March 11th, 2020
    • Dallas - April, 5th, 2020
    • New York - June TBA, 2020
  4. Selection Notification and Acceptance
    • Upon notification of selection and acceptance 90 days in advance of a given Forum, a non-refundable deposit of 20% of the participation fee is due and payable.
    • Upon notification of selection and acceptance 30 days or less in advance of a given Forum 100% of the participation fee is due and payable.

Manager Application / Indication of Interest

    Contact Information:

    First Name*

    Last Name*

    Title*

    Company*

    Web Site

    Phone*

    Mobile

    Email*

    Name of Fund you would like to present? You may present only one.

    Description of Fund Strategy? (Ex: Long/Short US Equities)

    Name of principal who will present the partnership or Fund? Marketing personnel are not appropriate.

    Upload Fund Profile (Maximum upload is 2megs)

    Please indicate at which edition(s) of the Roundtable Forum you wish to present.

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

    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