Managers
The Highly Civilized Alternative To Capital Introduction …
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.
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
Since its inception in May of 1999, there have been 75 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
Benjamin Borton
Mountaineer Partners
Sean Donohue
Kerrisdale Capital Management LLC
Rob Hays
Ashford Investment Management
Michelle Kelner
Sandglass Capital Management
Jonathan Larken
Lucerne Capital Management, LLC
Grisha Maziya
Strategos Capital Management, LLC
Jason Maratos
Onslow Capital Management Ltd.
Eric Phillipps
Connorex-Lucinda, LLC
Third Party Marketers:
Suzanne Currie
Currie Consulting Group
Ian Mackenzie
Mira Capital Advisors
James Gaffney
Capital Growth Advisors LLC
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:
- 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.
- 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.
- 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, 2019
- San Francisco - October 15th, 2019
- New York - November 12th, 2019
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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
The Highly Civilized Alternative to Capital Introduction 10 Managers | 50 Allocators | 0 Vendors 1st Global 5X5 Management Company Howell Family Trust Hunt Asset Partners, LP 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
The Ritz Carlton
Dallas, Texas
8:00am to 2:00pm
- Registered Firms To-Date -
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
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
Founder & President
212-717-9760
jhalsey@roundtableforum.com
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
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
Convene
75 Rock Plaza, New York, NY
8:00am to 2:00pm
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
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
The Colony Palm Beach
Palm Beach, Florida
9:00am to 3:30pm
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
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
The Ritz Carlton
Dallas, Texas
8:00am to 2:00pm
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
Convene
75 Rock Plaza, New York, NY
8:00am to 2:00pm
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
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
