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
Since its inception in May of 1999, there have been 69 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
Sean Donohue
Kerrisdale Capital Management LLC
USA [1] (212) 792-9789
sdonahue@kerrisdalecap.com
Grisha Maziya
Strategos Capital Management, LLC
USA [1] (212) 701-9610
gmaziya@strategoscm.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.”
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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:
- 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, 2018
- San Francisco - October 15th, 2018
- New York - November 12th, 2018
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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 - 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 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 
The Battery
717 Battery Street, San Francisco, CA
8:00am to 2:00pm
Founder & President
212-717-9760
jhalsey@roundtableforum.com
10 On The Park at Time Warner Center
60 Columbus Circle, 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 -
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
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.
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 12 Managers | 75 Allocators | 0 Vendors Alpha Capital Advisors Montrose Advisors Incorporated NYS Common Retirement Fund OBEX Group Offit Capital 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
10 On The Park at Time Warner Center
60 Columbus Circle, New York, NY
8:00am to 2:00pm
- Registered Firms to Date -
Amerin
Analytical Research
Aon Hewitt
Apex Financial Advisors
Arque Advisors, LLC
Aspen Peak Advisors
Atrato Advisors
Atrevida Partners, LLC
BLD Holdings
Bold Business
Cavan Advisors
Colonial Consulting, LLC
DNA Partners
EA Global
EAGLE CAPITAL
East Ridge Investments LLC
Evansco LLC
Gabelli & Partners
Gulfstream Group, Inc.
Howell Family Trust
Hye Holdings
Jaspal Asset Management
Klitzberg Associates, Inc.
KPS Advisors LLC
Krusen Capital
LHC Capital
Little Harbor Advisors
Middlemark Partners
Old City Investment Partners
PKF O'Connor Davies LLP
Privos Capital
Prophecy Asset Management
QMC
Rosh Capital Management
SCM llc
SkyView Investment Advisors, LLC
Societe Generale
Spring Mountain Capital, LP
Stable Asset Management
Stone Family Office
Stony Brook Foundation
Stride Capital Group
Talson Capital Management
The Beryl Consulting Group
The Quad Group
Titan Advisors
True North Advisers
UNConsulting
UOB Global Capital
Willart Partners
Witherspoon Partners
Zander Ridge Group
Zilkha Family Office
Founder & President
212-717-9760
jhalsey@roundtableforum.com
