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.  20 years and 74 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

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

Thursday, June 13, 2019
Convene
75 Rock Plaza, New York, NY
8:00am to 2:00pm
logo_56edition

The Highly Civilized Alternative to Capital Introduction

12 Managers | 65 Allocators | 0 Vendors
- Registered Firms to Date -

 

5Oceansgroup

Arboretum Capital Management
Arque Advisors LLC

Ascend Capital Group Intl.
Aspen Peak Advisors
Atrato Advisors
Atrevida Partners, LLC
Cavan Advisors

Commonfund

Crawford Ventures, Inc

Decagon Advisors
DNA Partners Mgmt Company 
Eagle Capital
East Ridge Investments LLC
EPM Advisory, LLC
Evansco LLC

Ferguson Family Office

Gabelli

Geller Advisors

GenSpring/SunTrust
Gruss & Co.
Homaer Financial

James Alpha Management
JOIA Innvestments

Kemnay Advisory Services

King Family Office

Klitzberg Associates, Inc.

 

 

 

 

Kopko Advisors

KPS Advisors LLC

Krusen Capital Mgmt. LLC

Lighthouse Partners

Little Harbor Advisors

Mill Creek Capital Advisors, LLC
Montrose Advisors Incorporated

New Providence Asset Management

Odyssey Alternative Investments
Offit Capital
Old City Investment Partners
Potenza Capital LP

Prelude Capital
Prophecy Asset Management

Royal Bank of Canada (RBC)
Russell Investments

SkyView Investment Advisors LLC

Societe Generale
Symposium Capital Mgmt LLC
The Beryl Consulting Group

Timeless Group

Titan Advisors, LLC
True North Advisers
UN Consulting
UOB Global Capital

Willart Partners
Witherspoon Partners

www.roundtableforum.com

 

We have a 20 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

Adi Family Office

A.G Hill Partners
B-29 Family Holdings, LLC
BGAM Partners
Catamount Capital

Choctaw Global Strategic Investments

Collins Permian
Continuous Capital
Cross Capital Partners
Crow Holdings Capital
DLS Capital Partners
Eaglebine Capital

Entoro Capital
Fairway Asset Management, LLC

GSG Capital Advisors
GUIDESTONE Financial Resources

HFI
Howell Family Trust
Hunt Asset Partners, LP
JH MOORE INC
Korenvaes Management LLC

ORIX USA

 

Phlox Capital Management, LLC

Prelude Capital

Richmond Investments

RWR Investments
Satori Capital
SFMG Wealth Advisors
Silverbear Capital, Inc.
South Summit Services LLC
Stable Asset Management
Strategic Wealth Planning

Tiedemann Advisors
Texas Alternative Investments
TIGER 21

Tolleson Wealth Management

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

 

56edition

Thursday, June 13, 2019
Convene
75 Rock Plaza, New York, NY
8:00am to 2:00pm
logo_56edition

The Highly Civilized Alternative to Capital Introduction

12 Managers | 65 Allocators | 0 Vendors
- Registered Firms to Date -

 

5Oceansgroup

Arboretum Capital Management
Arque Advisors LLC

Ascend Capital Group Intl.
Aspen Peak Advisors
Atrato Advisors
Atrevida Partners, LLC
Cavan Advisors

Commonfund

Crawford Ventures, Inc

Decagon Advisors
DNA Partners Mgmt Company 
Eagle Capital
East Ridge Investments LLC
EPM Advisory, LLC
Evansco LLC

Ferguson Family Office

Gabelli

Geller Advisors

GenSpring/SunTrust
Gruss & Co.
Homaer Financial

James Alpha Management
JOIA Innvestments

Kemnay Advisory Services

King Family Office

Klitzberg Associates, Inc.

 

 

 

 

Kopko Advisors

KPS Advisors LLC

Krusen Capital Mgmt. LLC

Lighthouse Partners

Little Harbor Advisors

Mill Creek Capital Advisors, LLC
Montrose Advisors Incorporated

New Providence Asset Management

Odyssey Alternative Investments
Offit Capital
Old City Investment Partners
Potenza Capital LP

Prelude Capital
Prophecy Asset Management

Royal Bank of Canada (RBC)
Russell Investments

SkyView Investment Advisors LLC

Societe Generale
Symposium Capital Mgmt LLC
The Beryl Consulting Group

Timeless Group

Titan Advisors, LLC
True North Advisers
UN Consulting
UOB Global Capital

Willart Partners
Witherspoon Partners

www.roundtableforum.com

 

We have a 20 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