Schedule

60th Edition
Dallas
April 27, 2016
The Ritz Carlton
April 27, 2016
Dallas Program (Complete)
Dallas Program (Complete)
61st Edition
New York City
June 8, 2016
10 On The Park
June 8, 2016
New York Program (Complete)
New York Program (Complete)
62nd Edition
San Francisco
November 15, 2016
The Battery
November 15, 2016
San Fran Program (Complete)
San Fran Program (Complete)
63rd Edition
New York City
December 8, 2016
10 On The Park
December 8, 2016
New York Program (Complete)
New York Program (Complete)
64th Edition
Dallas
April 26, 2017
The Ritz Carlton
April 26, 2017
Dallas Program TBA
Dallas Program TBA
65th Edition
New York City
June 13, 2017
10 On The Park
June 13, 2017
New York Program TBA
New York Program TBA
66th Edition
San Francisco
November 7, 2017
The Battery
November 7, 2017
San Fran Program TBA
San Fran Program TBA
67th Edition
New York City
December 7, 2017
10 On The Park
December 7, 2017
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:

Dallas - April 26thNew York - June 13thSan Francisco - November 7thNew York - December 7th

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.
    • Dallas - March 31, 2017
    • New York - May 19, 2017
    • San Francisco - October 12, 2017
    • New York - November 17, 2017
  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.

Dallas - April 26thNew York - June 13thSan Francisco - November 7thNew York - December 7th

RCDALLA_00145_1280x720

Wednesday, April 27, 2016
The Ritz Carlton
Dallas, Texas
8:00am to 2:00pm
logo_56edition

The Highly Civilized Alternative to Capital Introduction

10 Managers | 60 Allocators | 0 Vendors
- Registered Allocators to Date -

Abax Financial Management

Absolute Investment Advisers, LLC

Access Fund Management, LLC

A.G. Hill Partners LLC

Antares Capital Management

BAM Capital Group

Bley Investment Group

Box Financial Advisors

Cambridge Associates

Catamount Capital

Cook Children's Health Care System

Crow Holdings Capital

Cross Capital Partners, LP

Endura Energy, LLC

Fidelity Famly Office Services

Gerber Taylor

Genus Holdings, LLC

Greybull Investment Company

GuideStone Financial Resources

Hunt Investment Group

ICMC

Knight Group Investments

Korenvaes Capital Management

Larry Thompson & Associates

 

 

 

 

LCM Global Partners

MAK Advisors

MSF Capital Advisors

Pangea's Edge Holdings. LTD

Point Bridge Capital

Private Investor - HNWI

Prothro Clark Company

Pulse Capital Partners

QMC, LLC

Richmond Investments

Rosewood Management Corporation

Saddock Wealth, LLC

SmithCo Investments

Strategic Wealth Planning

Taylor Investment Advisors

Telesis Company

The Presidio Group

Unity Hunt, Inc.

UNT (University of North Texas)

Valmora Partners

Varsity Asset Management

Veritas Family Partners

Vicar Capital Advisors

Western Research & Management

 

 

 

 

www.roundtableforum.com

We have a 16-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     

ggbb

Tuesday, November 15, 2016
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 -

Ascent Private Capital Management

Bayshore Global Management

Bessemer Trust

BluePointe Capital Management

BluePoint Ventures

Cambridge Associates

Certis Capital

Clinton Reilly Holdings

CM Capital Advisors

Crestone Capital

Cypress Wealth Advisors

Delegate Advisors

eCarnegieTech

Furuya & Company

Goldman Sachs

Gordian Wealth Advisors

Hillspire, LLC

James Irvine Foundation

Jewish Federation of San Francisco

JMP Asset Management

Milliman

 

 

 

 

 

 

M Pritts Consulting

Northside Capital Management

Parkside Capital Advisors LLC

Private Investor

Pointu Capital LLC

Position A Partners

QMC, LLC

San Fran Employees' Retirement System

SFG Asset Advisors

Sonen Capital

Swig Investment Company, LLC

Talson Capital

Tiedemann Wealth Management

UBS Financial Services

UBS (Private Bank)

Unity Hunt, Inc.

University of California

Vallejo Investments, Inc

VentureLink

Veritable LP

Vernal Point Advisors

Wetherby Asset Management, LLC

 

www.roundtableforum.com

Jane Halsey                               
Founder & President
212-717-9760
jhalsey@roundtableforum.com

 

We have a successful 17 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.

56edition

Thursday, December 8, 2016
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 -

Accumulus Capital Management LLC

A.G. Hill Partners LLC

Alternative Capital Advisers

Alpha Capital Advisors

Arque Advisors LLC

ASIMCO

Atrato Advisors

Atalo Capital LLC

Atrevida Partners, LLC

Barlow Partners

Berens Capital Management, LLC

Bessemer Trust

Canadian Medical Protective Association

Canopus Trans Pacific Partners

Cantor Fitzgerald Wealth Partners

Cross Shore Capital

Decagon Advisors

Deutsche Asset Management

DLS Capital Partners

DNA Partners Management Co.

Eagle Capital

East Ridge Investments LLC

Eight Seven Capital

EPM Advisory, LLC

Evansco, LLC

Fieldpoint Private Bank

Gabelli & Company

Gapstow Capital Partners

Gatemore Capital Management

Hadrian Partners, Ltd.

Highmore

InterSec Research

Investcorp International

Klitzberg Associates, Inc.

Kopko Advisors

Krusen Capital Management

Kaufman Family Investments

Lighthouse Partners

Little Harbor Advisors

Lepercq de Neuflize

 

 

Lloyd Harbor Capital Management, LLC

LyonRoss Capital Management

Middlemark Partners

Mireuk Management Company LLC

Monness Crespi Hardt

Montrose Advisors

National Grid

Nippon Life Global Investors Americas

Office of the NY State Comptroller

Offit Capital Advisors

Old City Capital Protege Partners

Oppenheimer Funds

Paloma Partners Management Co.

Pan Reliance

Potenza Capital, LP

Prophecy Asset Management, Inc.

Protege Partners

Pulse Capital Partners

Pythagoras Investment Management LLC

QMC, LLC

RBC Capital Markets

Rockfish Capital

Sarsi, LLC

SECOR Asset Management

Seven Bridges Advisors LLC

Sire Management Corporation

SkyView Investment Advisors LLC

Societe Generale

Soundlink Partners, LLC

Swig Investment Company, LLC

Symposium Capital Management, LLC

TAG Associates, LLC

Talson Capital Management

The Beryl Consulting Group

Titan Advisors, LLC

Unity Hunt, Inc.

VV Strategic Group

White Oak Equity Partners

Witherspoon Consulting Partners LLC

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 17 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.

RCDALLA_00145_1280x720

Wednesday, April 26, 2017
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, LLC

Angel Reyes & Associates, PC

Avalon Securities

Cross Capital Partners

DLS Capital Partners Employees

ERS of Texas

GuideStone Financial Resources

Howell Family Trust

Hunt Asset Partners, LP

Knight Group Investments

Korenvaes Management LLC

MAK Advisors

Mt. Vernon Investments

QMC, LLC

Strategic Wealth Planning

Taylor Investment Advisors

Texas Capital Bank Private Wealth Advisors TIGER 21

Varsity Financial Group

Searching for a few good managers . . .

 

We have a successful 17 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.

 

We are in the process of programming the April 26th Dallas Forum. 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