San Francisco Who’s Attending Nov 2018

Posted on August 28, 2018September 23, 2024 by admin

Wednesday, November 7, 2018 The Battery 717 Battery Street, San Francisco, CA 8:00am to 2:00pm

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

Dallas April 2018 – See Who Attended

Posted on March 23, 2018September 23, 2024 by admin

Thursday, April 26, 2018
The Ritz Carlton
Dallas, Texas
8:00am to 2:00pm

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

www.roundtableforum.com

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

Dallas Roundtable Forum Photos – April 26th, 2017

Posted on May 5, 2017September 23, 2024 by admin

Dallas Roundtable Forum | The Ritz Carlton | April 26th, 2017

Allocators meeting with individual managers in our signature “roundtable” format.

During each of the 4 thirty-minute rotations, between 10 and 15 investors are seated at a table with each manager.

NYC June 2019 See Who’s Attending

Posted on March 1, 2017September 23, 2024 by admin

56edition

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

The Highly Civilized Alternative to Capital Introduction

10 Managers | 75 Allocators | 0 Vendors
– Registered Firms to Date –

50 State LLC

5Oceansgroup

Accumulus Capital

Adair Capital

Akemi Capital

Alta Capital
Arque Advisors LLC

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

Bella Via Realty

Beninvest & Associates, LLC

Bloomberg LP
Cavan Advisors

Charles H. Hood Foundation

Chartwell Capital

Commonfund

Coterie

Crawford Ventures, Inc

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

F.B.Asset Management

Ferguson Family Office

Gabelli

Geller Advisors

GenSpring/SunTrust
Gruss & Co.
Homaer Financial

Hughes and Company

Hyperion Wealth Advisors LLC

Ivy Capital Group LLC

JOIA Innvestments

Klitzberg Associates, Inc.

Kopko Advisors

KPS Advisors LLC

Krusen Capital Mgmt. LLC

Lighthouse Partners

Leste Capital Partner

Little Harbor Advisors

Longstone Capital Advisors

Mill Creek Capital Advisors, LLC
Montrose Advisors Incorporated

Morgan State University

New Providence Asset Management

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

Prelude Capital
Prophecy Asset Management

RBC
Russell Investments

Stiefel Wealth and Investment Mgmt

Stone Family Office
Symposium Capital Mgmt LLC
SkyView Investment Advisors LLC

The Bank of Yokohama, Ltd
The Beryl Consulting Group

Titan Advisors, LLC

TLFO
True North Advisers

Truth Initiative
UN Consulting
UOB Global Capital

Willart Partners

Winnick Realty

Whitwell 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

Dallas 4-19 Who’s Attending

Posted on January 25, 2017April 4, 2019 by admin

Wednesday, April 10, 2019
The Ritz Carlton
Dallas, Texas
8:00am to 2:00pm

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

www.roundtableforum.com

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

Who’s Attending San Francisco – Nov 2017

Posted on August 26, 2016October 27, 2017 by admin

Tuesday, November 7, 2017
The Battery
717 Battery Street, San Francisco, CA
8:00am to 2:00pm

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

Who’s Attending NYC Dec 2018

Posted on April 4, 2016October 16, 2019 by admin

56edition

Wednesday, December 5, 2018
10 On The Park at Time Warner Center
60 Columbus Circle, New York, NY
8:00am to 2:00pm

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.

Who’s Attending Palm Beach 2019

Posted on October 28, 2015January 14, 2019 by admin

Wednesday, March 6, 2019
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

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

Thank you for your interest – Repeated text

Posted on February 11, 2014January 27, 2020 by admin

Thank you for your interest. We are currently accepting applications from managers who would like to participate in the next edition of the Roundtable Forum.

If you are not familiar with the Roundtable Forum, we encourage you to browse our website for a complete overview. If you have determined that you would like to present at the Forum, we like to remind you that:

The Manager Selection Process is Guided by our Advisory Board In order to preserve the objectivity of the manager selection process, certain members of our Advisory Board will review manager submissions and make recommendations regarding content.
Managers Pay a Participation Fee All participating managers pay a participation fee. In the event of a cancellation, we will attempt to reschedule the Forum in the near future. If the Forum is not rescheduled within 90 days or you cannot make the new Forum date due to conflict, you will be entitled to a 100% refund.
Application Deadline In order to be considered for inclusion in a Roundtable Forum(s) you will need to submit an indication of interest by the relevant deadline.
- Palm Beach – March 11th, 2020
- Dallas – April, 5th, 2020
- New York – June TBA, 2020
Selection Notification and Acceptance
- Upon notification of selection and acceptance 90 days in advance of a given Forum, a non-refundable deposit of 20% of the participation fee is due and payable.
- Upon notification of selection and acceptance 30 days or less in advance of a given Forum 100% of the participation fee is due and payable.

Manager Application / Indication of Interest