Managers

The Highly Civilized Alternative To Capital Introduction …

 

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.  

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 70 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

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.
    • New York - May 14th, 2018
    • San Francisco - October 15th, 2018
    • New York - November 12th, 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 2018New York - December 5th 2018Palm Beach - March TBA 2019Dallas - April 10th 2019

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

 

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

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 -

 

Amerin

Analytical Research

Arque Advisors

Aspen Peak Advisors

Atrato Advisors

Atrevida Partners

C Mattin & Associates

Catalina Cavan Advisors

Colonial Consulting

Decagon Advisors

DNA Partners Mgmt

East Ridge Investments 

Evansco 

Fiera Capital 

Highmore

Homaer Financial

Howell Family Trust

Hye Holdings

JASPAL Asset Management

King Family Office

 

Klitzberg Associates, Inc.

Kopko Advisors

KPS Advisors LLC

Krusen Capital Management LLC Middlemark Partners

Montrose Advisors Incorporated

Offit Capital

PKF O'Connor Davies LLP

Prophecy Asset Management

RBC

Richmond Investments

Sarsi, LLC

SkyView Investment Advisors LLC

Societe Generale

Stone Family Office

Stony Brook Foundation

Symposium Capital Management, LLC

The Quad Group

Titan Advisors, LLC

TNA Capital

UNConsulting

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

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 Management

BlackRock

Blue Fog Capital

CANY Capital, LLC

Dignity Health
Evergreen Gavekal

Fintan Partners

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
Private Investor

Risk Strategy Consulting

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

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 -

 

Amerin

Analytical Research

Arque Advisors

Aspen Peak Advisors

Atrato Advisors

Atrevida Partners

C Mattin & Associates

Catalina Cavan Advisors

Colonial Consulting

Decagon Advisors

DNA Partners Mgmt

East Ridge Investments 

Evansco 

Fiera Capital 

Highmore

Homaer Financial

Howell Family Trust

Hye Holdings

JASPAL Asset Management

King Family Office

 

Klitzberg Associates, Inc.

Kopko Advisors

KPS Advisors LLC

Krusen Capital Management LLC Middlemark Partners

Montrose Advisors Incorporated

Offit Capital

PKF O'Connor Davies LLP

Prophecy Asset Management

RBC

Richmond Investments

Sarsi, LLC

SkyView Investment Advisors LLC

Societe Generale

Stone Family Office

Stony Brook Foundation

Symposium Capital Management, LLC

The Quad Group

Titan Advisors, LLC

TNA Capital

UNConsulting

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