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 (Complete)
New York Program (Complete)
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 (TBA)
Dallas Program (TBA)

Contact Information:

First Name*

Last Name*

Title*

Company*

Phone / Email / Web Site:

Phone*

Email*

Web Site

Forum Venue:

Palm Beach - March 6th 2019Dallas - April 10th 2019New York - June 13th 2019San Francisco - November 12th 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, 2019
    • San Francisco - October 15th, 2019
    • New York - November 12th, 2019
  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 6th 2019Dallas - April 10th 2019New York - June 13th 2019San Francisco - November 12th 2019

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

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

White Oak Equity Partners

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

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
B-29 Family Holdings, LLC
BGAM Partners
Catamount Capital
Continuous Capital
Cross Capital Partners
Crow Holdings Capital
DLS Capital Partners
Eaglebine Capital
Fairway Asset Management, LLC
GUIDESTONE Financial Resources
Howell Family Trust
Hunt Asset Partners, LP
JH MOORE INC
Korenvaes Management LLC

Phlox Capital Management, LLC

Prelude Capital

 

 

 

 

Richmond Investments
Satori Capital
SFMG Wealth Advisors
Silverbear Capital, Inc.
South Summit Services LLC
Stable Asset Management
Strategic Wealth Planning
Texas Alternative Investments
TIGER 21

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