Schedule

66th Edition
San Francisco
November 7, 2017
The Battery
November 7, 2017
San Francisco Program (Complete)
San Francisco Program (Complete)
67th Edition
New York City
December 7, 2017
10 On The Park
December 7, 2017
New York Program (Complete)
New York Program (Complete)
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 TBA
New York Program TBA

Contact Information:

First Name*

Last Name*

Title*

Company*

Phone / Email / Web Site:

Phone*

Email*

Web Site

Forum Venue:

New York - June 5th 2018San Francisco - November 7th 2018New York - December 5th 2018Palm Beach - March TBA 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.

New York - June 5th 2018San Francisco - November 7th 2018New York - December 5th 2018Palm Beach - March TBA 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

 

56edition

Thursday, December 7, 2017
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.

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

Tuesday, June 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 -

 

Alpha Capital Advisors
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

 

Montrose Advisors Incorporated

NYS Common Retirement Fund

OBEX Group

Offit Capital
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

 

 

 

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