Managers

The Highly Civilized Alternative To Capital Introduction …

 

We have an 18-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 and San Francisco.

 

What is the Roundtable Forum?

Since its inception in May of 1999, there have been 65 Forums in New York, London, Geneva, Zurich, Dallas and San Francisco 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

Portfolio Managers & Internal Marketers:

 

Adeeb Ahmed

Ironshield Capital Management LLP

UK [1] 44 (0) 203 178 2075

adeeb.ahmed@ironshieldcapital.com

Benjamin Borton

Mountaineer Partners

USA [1] (646) 459-7065

bborton@mountaineerpartners.com

Sean Donohue

Kerrisdale Capital Management LLC

USA [1] (212) 792-9789

sdonahue@kerrisdalecap.com

 

Rob Hays

Ashford Investment Management

USA [1] (972) 778-9434

rhays@ashfordinc.com

Michelle Kelner

Sandglass Capital Management

USA [1] (646) 415-8051

Michelle.kelner@sandglasscapital.com

Jonathan Larken

Lucerne Capital Management, LLC

USA [1] (203) 983-4455

jlarken@lucerncap.com

Grisha Maziya

Strategos Capital Management, LLC

USA [1] (212) 701-9610

gmaziya@strategoscm.com

 

Jason Maratos

Onslow Capital Management Ltd.

UK [44] (0) 207 451 9834

jason.maratos@onslow-capital.com

Eric Phillipps

Connorex-Lucinda, LLC

USA [1] (732) 687-4485

ephillipps@con-rex.com

Brendan Ross

Direct Lending Investments, LLC

USA (213) 286-9026

http://www.dirlend.com/contact/

Third Party Marketers:

 

Suzanne Currie

Currie Consulting Group

USA [1] (917) 584-4180

sjc123@mail.com

Ian Mackenzie

Mira Capital Advisors

USA [1] (312) 334-8850

ian@miracapllc.com

James Gaffney

Capital Growth Advisors LLC

USA [1] (212) 218-7482

James.gaffney@capgrowthadvisors.com

Brendan Ross

Chief Executive Officer 
Direct Lending Investments, LLC

 

“The Roundtable Forums are efficient, effective events. Jane and her team bring together determined allocators and fund managers. Careful selection of both allows for purposeful discussions. In the half hour allotted to each rotation, portfolio managers may present their funds, answer questions from the attendees, and engage in conversations that run the gamut from high level to granular. Jane sets the timer, sets guidelines and yields the floor. Intentions in the room are clear. The allocators are there to hear from a diverse set of managers, doing interesting things. The managers are there to present to a sophisticated audience of potential investors. We have found that the format works well for us, and Jane and her team are a pleasure to work with.”

__________________________________________________________________________________________

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.
    • San Francisco - September 25th, 2017
    • New York - October 31st, 2017
    • Dallas - March 26th, 2018
  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.

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

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

CAZ Investments, LP

Certis Capita

CM Capital Advisorsl

CommerceNet

Dignity Health

Firebolt Ventures

Furuya & Company

Goldman Sachs

Hall Capital

Howell Family Trust

Hybrid Capital

Makena Capital

MLK Private Equities

 

 

 

McQuillan Family LLC

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

 

 

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

Alpha Capital Advisors

Amerin

Apex Financial Advisors Inc.

Arque Advisors, LLC

Ascona/Galaxy

Atrevida Partners, LLC

Bessemer Trust

Cavan Advisors

Decagon Advisors

Double Eagle Capital

Eagle Capital

Evansco, LLC

FPS Management

Gabelli & Company

High Net Worth Individual

Highmore

Howell Family Trust

Hunt Asset Partners, LP

Lighthouse Partners

Middlemark Partners

Montrose Advisors Inc.

NY State Common Retirement Fund

Klitzberg Associates, Inc.

 

 

 

 

Krusen Capital Management

LyonRoss Capital Management

OBEX Group LLC

Offit Capital Advisors

Old City Investment Partners

PKF O'Connor Davies LLP

Prophecy Asset Management, Inc.

RBC Capital Markets

Rosh Capital Management

Satori Capital

SkyView Investment Advisors LLC

Societe Generale

Soundlink Partners, LLC

Stony Brook Foundation

Symposium Capital Management, LLC Teachers College of Columbia University Thompson Hine

Titan Advisors, LLC

True North Advisers

Twin Advisors

UOB Global Capital

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

56edition

Tuesday, June 13, 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

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

 

A Street Investments

Accumulus Capital Management

Adair Capital LLC

Alpha Capital Advisors

Analytical Research

Aon Hewitt

Apex Financial Advisors

Arque Advisors, LLC

ASIMCO

Ascend Capital Group

Aspen Peak Advisors

Atalo Capital, LLC

Atrato Advisors

Atrato Asset Management

Atrevida Partners, LLC

Bavelas Group

Beryl Consulting Group
Bessemer Trust
Cantor Fitzgerald Wealth Partners

Catenary Alternatives Asset Management
Citi US Pension Investments

Colonial Consulting, LLC

Commonfund

Corbin Capital Partners

CSM Capital

Decagon Advisors

Deutsche Bank Asset Management

Double Eagle Capital
DNA Partners Management Company AG

E Street Management, LLC
Eagle Capital
East Ridge Investments LLC

Eight Point Investment Management

Eight Seven Capital
EPM Advisory, LLC
Evansco LLC

Ferguson Family Office
Gabelli & Partners

Galapagos Partners

Gagnon Advisors, LLC

Geller & Company

Hadrian Partners, Ltd.

Howell Family Trust

Hywin Capital

ILBen Capital Management

Kemnay Advisory Services

Klitzberg Associates

KPS Advisors

 

 

 

 

 

 

Krusen Capital

Lazard Asset Management

Little Harbor Advisors

Lebanese American University

Lloyd Harbor Capital Management

LyonRoss Capital Management

Merrill Lynch Alternative Investments

Middlemark Partners

Monnesss Crespi Hardt

Montrose Advisors Incorporated

Mousse Partners

MSF Capital Advisors

Museum of Modern Art

Novartis Finance Corporation

OBEX Investments LLC

Office of the NY State Comptroller

Offit Capital

Old City Capital

Old City Investment Partners

Permanens Capital

PKF O'Connor Davies LLP

Pluscios Management LLC

Potenza Capital, LP

Prelude Capital

Prophecy Asset Management

QMC, LLC

RBC Capital Markets

Rockfish Capital

Sarsi, LLC

Silvercrest Asset Management Group

Stable Asset Management

SkyView Investment Advisors LLC

Societe Generale

Stable Asset Management

Stride Capital Group

Stony Brook Foundation

Talson Capital Management

Ten Capital Advisors

True North Advisers

UOB Global Capital

Value Advisors LLC

Westmore Asset Management

White Oak Equity Partners

Willart Partners LP

Witherspoon Partners

Wolfson Group

Zilkha Family Office

 

 

www.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.

 

 

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