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

 

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

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 -

 

Amerin

Analytical Research

Arque Advisors

Aspen Peak Advisors

Atrato Advisors

Atrevida Partners

C Mattin & Associates

Catalina Cavan Advisors

Colonial Consulting

Decagon Advisors

DNA Partners Mgmt

East Ridge Investments 

Evansco 

Fiera Capital 

Highmore

Homaer Financial

Howell Family Trust

Hye Holdings

JASPAL Asset Management

King Family Office

 

Klitzberg Associates, Inc.

Kopko Advisors

KPS Advisors LLC

Krusen Capital Management LLC Middlemark Partners

Montrose Advisors Incorporated

Offit Capital

PKF O'Connor Davies LLP

Prophecy Asset Management

RBC

Richmond Investments

Sarsi, LLC

SkyView Investment Advisors LLC

Societe Generale

Stone Family Office

Stony Brook Foundation

Symposium Capital Management, LLC

The Quad Group

Titan Advisors, LLC

TNA Capital

UNConsulting

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

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 Management

BlackRock

Blue Fog Capital

CANY Capital, LLC

Dignity Health
Evergreen Gavekal

Fintan Partners

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
Private Investor

Risk Strategy Consulting

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

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 -

 

Amerin

Analytical Research

Arque Advisors

Aspen Peak Advisors

Atrato Advisors

Atrevida Partners

C Mattin & Associates

Catalina Cavan Advisors

Colonial Consulting

Decagon Advisors

DNA Partners Mgmt

East Ridge Investments 

Evansco 

Fiera Capital 

Highmore

Homaer Financial

Howell Family Trust

Hye Holdings

JASPAL Asset Management

King Family Office

 

Klitzberg Associates, Inc.

Kopko Advisors

KPS Advisors LLC

Krusen Capital Management LLC Middlemark Partners

Montrose Advisors Incorporated

Offit Capital

PKF O'Connor Davies LLP

Prophecy Asset Management

RBC

Richmond Investments

Sarsi, LLC

SkyView Investment Advisors LLC

Societe Generale

Stone Family Office

Stony Brook Foundation

Symposium Capital Management, LLC

The Quad Group

Titan Advisors, LLC

TNA Capital

UNConsulting

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