Schedule

73rd Edition
Palm Beach
March 6, 2019
The Colony Palm Beach
March 6, 2019
Palm Beach Program (Complete)
Palm Beach Program (Complete)
74th Edition
Dallas
April 10, 2019
The Ritz Carlton
April 10, 2019
Dallas Program (Complete)
Dallas Program (Complete)
75th Edition
New York City
June 13, 2019
Convene at 75 Rock Plaza
June 13, 2019
New York Program (Complete)
New York Program (Complete)
76th Edition
San Francisco
November 13, 2019
The Battery
November 13, 2019
San Francisco Program (Complete)
San Francisco Program (Complete)
77th Edition
New York City
December 5, 2019
Convene at 75 Rock Plaza
December 5, 2019
New York Program (Complete)
New York Program (Complete)
78th Edition
Palm Beach
March 11, 2020
The Colony Palm Beach
March 11, 2020
Palm Beach Program (Complete)
Palm Beach Program (Complete)

    Contact Information:

    First Name*

    Last Name*

    Title*

    Company*

    Phone / Email / Web Site:

    Phone*

    Email*

    Web Site

    Forum Venue:

    Palm Beach - March 11th 2020Dallas - May 5th 2020New York - June TBA 2020San Francisco - October 28th 2020

    Please provide a brief description of your firm and current assets under management.

     

    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.
      • Palm Beach - March 11th, 2020
      • Dallas - April, 5th, 2020
      • New York - June TBA, 2020
    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.

      Palm Beach - March 11th 2020Dallas - May 5th 2020New York - June TBA 2020San Francisco - October 28th TBA 2020

      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

      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 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

      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

      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

       

       

      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.

      Wednesday, March 6, 2019
      The Colony Palm Beach
      Palm Beach, Florida
      9:00am to 3:30pm
      logo_56edition

      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

       

      www.roundtableforum.com

      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     

      RCDALLA_00145_1280x720

      Wednesday, April 10, 2019
      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

      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

      56edition

      Thursday, June 13, 2019
      Convene
      75 Rock Plaza, 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 -

      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

      www.roundtableforum.com

       

      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