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.  18 years and 65 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

CAZ Investments, LP

Certis Capita

CM Capital Advisorsl

CommerceNet

Dignity Health

Firebolt Ventures

Furuya & Company

Goldman Sachs

Hall Capital

Howell Family Trust

Hybrid Capital

Makena Capital

MLK Private Equities

 

 

 

McQuillan Family LLC

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

 

 

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

Alpha Capital Advisors

Amerin

Apex Financial Advisors Inc.

Arque Advisors, LLC

Ascona/Galaxy

Atrevida Partners, LLC

Bessemer Trust

Cavan Advisors

Decagon Advisors

Double Eagle Capital

Eagle Capital

Evansco, LLC

FPS Management

Gabelli & Company

High Net Worth Individual

Highmore

Howell Family Trust

Hunt Asset Partners, LP

Lighthouse Partners

Middlemark Partners

Montrose Advisors Inc.

NY State Common Retirement Fund

Klitzberg Associates, Inc.

 

 

 

 

Krusen Capital Management

LyonRoss Capital Management

OBEX Group LLC

Offit Capital Advisors

Old City Investment Partners

PKF O'Connor Davies LLP

Prophecy Asset Management, Inc.

RBC Capital Markets

Rosh Capital Management

Satori Capital

SkyView Investment Advisors LLC

Societe Generale

Soundlink Partners, LLC

Stony Brook Foundation

Symposium Capital Management, LLC Teachers College of Columbia University Thompson Hine

Titan Advisors, LLC

True North Advisers

Twin Advisors

UOB Global Capital

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

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