Schedule

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 (Complete)
Dallas Program (Complete)
65th Edition
New York City
June 13, 2017
10 On The Park
June 13, 2017
New York Program (Complete)
New York Program (Complete)
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:

San Francisco - November 7th 2017New York - December 7th 2017Palm Beach - January TBA 2018Dallas - April 26th 2018

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.
    • San Francisco - September 25th, 2017
    • New York - October 31st, 2017
    • Dallas - March 26th, 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 2017New York - December 7th 2017Palm Beach - January TBA 2018Dallas - April 26th 2018

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

Amerin

Angel Reyes & Associates, PC

Aspen Peak Advisors

Avalon Securities

BAM Capital Group

Birnam Wood Capital, LLC

Bley Investment Group, Inc.

Box Financial Advisors

Cambridge Associates

Campbell Companies

Castleview Partners

Catamount Capital

CAZ Investments, LP

Copper Beech Capital, LLC

Corona Capital

Cross Capital Partners

Crow Holdings Capital

Deason Capital Services, LLC

Double Eagle Capital

DLS Capital Partners Employees

Eaglebine Capital

Eastex Crude Company

ERS of Texas

Fidelity Family Office Services

Galapagos Partners, LP

GuideStone Financial Resources

Howell Family Trust

Hunt Asset Partners, LP

ICMC

Knight Group Investments

 

 

Korenvaes Management LLC

Lennox Capital Partners, LP

MAK Advisors

Meritage Capital

Mt. Vernon Investments

NorCap Advisors, LLC

ORIX USA

Phlox Capital Management, LLC

Point 16 Capital

QMC, LLC

Robert W Baird

Rosewood Management Corporation

Satori Capital

Silverbear Capital

Strategic Wealth Planning

Stable Asset Management

Stride Capital Group

Tailwind Advisors

Taylor Investment Advisors

Tiedemann Wealth Management

Telesis Company

Texan Capital Management

Texas Capital Bank Private Wealth Advisors

Texas Tech University System

TIGER 21

Tolleson Wealth Management

Valmora Partners

Varsity Financial Group

Victory Real Estate Group

View Capital Advisors

Vontobel Swiss Wealth Advisors Ltd.

 

We have an 18 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 13, 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

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

 

A Street Investments

Accumulus Capital Management

Adair Capital LLC

Alpha Capital Advisors

Analytical Research

Aon Hewitt

Apex Financial Advisors

Arque Advisors, LLC

ASIMCO

Ascend Capital Group

Aspen Peak Advisors

Atalo Capital, LLC

Atrato Advisors

Atrato Asset Management

Atrevida Partners, LLC

Bavelas Group

Beryl Consulting Group
Bessemer Trust
Cantor Fitzgerald Wealth Partners

Catenary Alternatives Asset Management
Citi US Pension Investments

Colonial Consulting, LLC

Commonfund

Corbin Capital Partners

CSM Capital

Decagon Advisors

Deutsche Bank Asset Management

Double Eagle Capital
DNA Partners Management Company AG

E Street Management, LLC
Eagle Capital
East Ridge Investments LLC

Eight Point Investment Management

Eight Seven Capital
EPM Advisory, LLC
Evansco LLC

Ferguson Family Office
Gabelli & Partners

Galapagos Partners

Gagnon Advisors, LLC

Geller & Company

Hadrian Partners, Ltd.

Howell Family Trust

Hywin Capital

ILBen Capital Management

Kemnay Advisory Services

Klitzberg Associates

KPS Advisors

 

 

 

 

 

 

Krusen Capital

Lazard Asset Management

Little Harbor Advisors

Lebanese American University

Lloyd Harbor Capital Management

LyonRoss Capital Management

Merrill Lynch Alternative Investments

Middlemark Partners

Monnesss Crespi Hardt

Montrose Advisors Incorporated

Mousse Partners

MSF Capital Advisors

Museum of Modern Art

Novartis Finance Corporation

OBEX Investments LLC

Office of the NY State Comptroller

Offit Capital

Old City Capital

Old City Investment Partners

Permanens Capital

PKF O'Connor Davies LLP

Pluscios Management LLC

Potenza Capital, LP

Prelude Capital

Prophecy Asset Management

QMC, LLC

RBC Capital Markets

Rockfish Capital

Sarsi, LLC

Silvercrest Asset Management Group

Stable Asset Management

SkyView Investment Advisors LLC

Societe Generale

Stable Asset Management

Stride Capital Group

Stony Brook Foundation

Talson Capital Management

Ten Capital Advisors

True North Advisers

UOB Global Capital

Value Advisors LLC

Westmore Asset Management

White Oak Equity Partners

Willart Partners LP

Witherspoon Partners

Wolfson Group

Zilkha Family Office

 

 

www.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.

 

 

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