Jane Halsey
May 24, 2016
Jane is the President of "The Highly Civilized Alternative to Capital Introduction"

Raising assets? We can help! See who's attending . . .

Don't  Get Lost In The Shuffle At "Big Box" Events. "We Are The Highly Civilized Alternative To Capital Introduction"

75 Allocators | 12 Funds | 0 Vendors | No Nonsense

Registered Firms To Date:

Single Family Offices

  • Atalo Capital LLC
  • EPM Advisory, LLC
  • Ferguson Family Office
  • Omega Asset Management, Ltd.
  • Pugfield Partners, LLC
  • Pythagoras Investment Management LLC
  • Unicorn Advisory Group
  • Unity Hunt, Inc.
  • White Oak Equity Partners
  • Witherspoon Consulting Partners LLC
  • Zuaiter Capital Holdings, LLC

  RIA Multi-Family Offices

  •  Federal Street Partners
  • Gatemore Capital Management
  • Montrose Advisors
  • MSF Capital Advisors
  • Seven Bridges Advisors
  • Spouting Rock Asset Management
  • Symposium Capital Management, LLC

  Foundations & Endowments

  •  College Board
  • Lebanese American University
  • The New York Community Trust

  Private Bank

  • Deutsche Bank
  • Oppenheimer and Co.
  • RBC Capital Markets
  • Societe Generale

  Fund of Funds

  •  Accumulus Capital
  • Alternative Capital Advisers, LLC
  • American Century Investments
  • Atrevida Partners, LLC
  • Canopus Trans Pacific Partners
  • DNA Partners Management Company AG
  • Investcorp International
  • Lighthouse Partners
  • Lloyd Harbor Capital Management, LLC
  • Middlemark Partners
  • Pan Reliance
  • Pulse Capital Partners
  • Wafra
  • Willart Partners LP

Registered Investment Advisors

  •  Apex Financial Advisors
  • BPV
  • Krusen Capital
  • Offit Capital
  • Skyview Advisors
  • UOB Global Capital

  High Net Worth Individuals

  •  Eagle Capital
  • East Ridge Investments LLC
  • Kopko Advisors
  • Private Investor - HNWI
  • Rockfish Capital

  Incubators / Seeders

  •  Cor Capital Group
  • Milestone Business Developments LLC

  Consultants

  •  Aspen Peak Advisors
  • Atrato Advisors
  • Decagon Advisors
  • Eight Seven Capital
  • Hadrian Partners, Ltd.
  • Risk-Al
  • Sarsi, LLC
  • Secor Asset Management

  Insurance Companies

  •  Nippon Life Insurance

  Other

  • Highmore
  • Klitzberg Associates, Inc.

 

Within the alts industry, we pioneered the use of dynamic, small-group "roundtable" meetings to facilitate substantive and valuable interaction amongst event attendees. Widely recognized for its promotion of insightful knowledge sharing, our format is often imitated but never equaled!

Discussions with the 12  featured managers and investor peer networking are the sole focus of the Forum.  No vendors, no exposition - no nonsense.

Allocators interested in complimentary attendance please contact:   Jane Halsey at jhalsey@roundtableforum.com  or call (212) 717-9760

Managers and marketers interested in presenting their funds please contact:   Gary Lederman at glederman@roundtableforum.com  or call (212) 717-9761

For more infomation visit us on the web at www.roundtableforum.com  or Email: info@roundtableforum.com


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