Welcome

In 1999, the first Roundtable Forum provided qualified investors and alternative investment managers with the opportunity to meet in a relaxed and intimate setting that encouraged direct and substantive discussion about investment strategies and trends.  19 years and 70 events later, the Forum is widely regarded as the industry’s leading, independent allocator introduction and due diligence event. Our curated approach is often imitated but never equaled. 

 

“We are the highly civilized alternative to capital introduction for managers and allocators.”

 

jane-amanda-halsey
Jane Amanda Halsey,
Founder & President

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