Schedule

68th Edition
Palm Beach
March 7, 2018
The Eau Resort & Spa
March 7, 2018
Palm Beach Program (Complete)
Palm Beach Program (Complete)
69th Edition
Dallas
April 26, 2018
The Ritz Carlton
April 26, 2018
Dallas Program (Complete)
Dallas Program (Complete)
70th Edition
New York City
June 5, 2018
10 On The Park
June 5, 2018
New York Program (Complete)
New York Program (Complete)
71st Edition
San Francisco
November 7, 2018
The Battery
November 7, 2018
San Francisco Program (Complete)
San Francisco Program (Complete)
72nd Edition
New York City
December 5, 2018
10 On The Park
December 5, 2018
New York Program TBA
New York Program TBA

Contact Information:

First Name*

Last Name*

Title*

Company*

Phone / Email / Web Site:

Phone*

Email*

Web Site

Forum Venue:

San Francisco - November 7th 2018New York - December 5th 2018Palm Beach - March TBA 2019Dallas - April 10th 2019

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.
    • 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 -

 

Accumulus Capital Management

Alpha Capital Advisors

Arboretum Capital Mgmt

Amerin

Analytical Research

Arque Advisors

Aspen Peak Advisors

Atalo Capital, LLC

Atrato Advisors

Atrevida Partners

BNP Paribas

C Mattin & Associates

Catalina Cavan Advisors

Colonial Consulting

Decagon Advisors

DNA Partners Mgmt

Double Eagle Capital

Eagle Capital

East Ridge Investments 

Evansco 

Fiera Capital 

Highmore

Homaer Financial

Howell Family Trust

Hye Holdings

James Alpha Management

JASPAL Asset Management

JOIA Investments

Kemnay Advisory Services

King Family Office

Klitzberg Associates, Inc.

KMI

Kopko Advisors

 

KPS Advisors LLC

Krusen Capital Management LLC

Lazard Asset Management

Lighthouse Partners

Lilypond Capital Managment

LyonRoss Capital Management

Middlemark Partners

Montrose Advisors Incorporated

Offit Capital

Old Greenwich Capital Partners

PKF O'Connor Davies LLP

Privos Capital

Prophecy Asset Management

RBC

Richmond Investments

Sand Spring Advisors LLC

Sarsi, LLC

SkyView Investment Advisors LLC

Societe Generale

Stone Family Office

Stony Brook Foundation

Symposium Capital Management, LLC

TAG Associates LLC

Talson Capital Management

The Beryl Consulting Group

The Quad Group

Titan Advisors, LLC

TNA Capital

UOB Global Capital

UNConsulting

Wetherby Asset Management

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 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

12 Managers | 75 Allocators | 0 Vendors
- Registered Firms to Date -

 

Accumulus Capital Management

Alpha Capital Advisors

Arboretum Capital Mgmt

Amerin

Analytical Research

Arque Advisors

Aspen Peak Advisors

Atalo Capital, LLC

Atrato Advisors

Atrevida Partners

BNP Paribas

C Mattin & Associates

Catalina Cavan Advisors

Colonial Consulting

Decagon Advisors

DNA Partners Mgmt

Double Eagle Capital

Eagle Capital

East Ridge Investments 

Evansco 

Fiera Capital 

Highmore

Homaer Financial

Howell Family Trust

Hye Holdings

James Alpha Management

JASPAL Asset Management

JOIA Investments

Kemnay Advisory Services

King Family Office

Klitzberg Associates, Inc.

KMI

Kopko Advisors

 

KPS Advisors LLC

Krusen Capital Management LLC

Lazard Asset Management

Lighthouse Partners

Lilypond Capital Managment

LyonRoss Capital Management

Middlemark Partners

Montrose Advisors Incorporated

Offit Capital

Old Greenwich Capital Partners

PKF O'Connor Davies LLP

Privos Capital

Prophecy Asset Management

RBC

Richmond Investments

Sand Spring Advisors LLC

Sarsi, LLC

SkyView Investment Advisors LLC

Societe Generale

Stone Family Office

Stony Brook Foundation

Symposium Capital Management, LLC

TAG Associates LLC

Talson Capital Management

The Beryl Consulting Group

The Quad Group

Titan Advisors, LLC

TNA Capital

UOB Global Capital

UNConsulting

Wetherby Asset Management

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