Managers

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!

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.”

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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.”

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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