The Colony Palm Beach
Palm Beach, Florida
9:00am to 3:30pm
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
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
