Roundtable Forum, LLC

Spring 2026 Roundtable Forums

April 15 | The Colony Hotel | Palm Beach
May 21 | Old Parkland | Dallas

We have a 27 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 exposition and limited sponsorship.

Our formula for success is simple: 10 Funds | 50 Allocators | 1 Day

A bespoke opportunity for managers to meet qualified allocators:
- Single & Multi-Family Offices
- Fund-of-Funds
- Registered Investment Advisors
- Consultants
- Endowments / Foundations

Diverse strategies are presented by managers at all stages of development.
Managers present to small groups of investors in our signature “roundtable” format:
- Each manager hosts a 72” round table populated with allocators.
- Each manager makes 4 consecutive 30-minute presentations to 4 different groups of allocators. Total speaking time is 120 minutes.

There are networking opportunities during registration breakfast, lunch (with no speaker) and, depending on location, cocktails.

Fund information is provided to investors in advance of the Forum in print and online. Marketing personnel are welcome to accompany the manager at no additional charge. Managers receive full contact details for all attendees to facilitate follow-up.

The Value Proposition:
- Save time! Meet a large number of allocators in 1 day minimizing out-of-office time.
- Save money! Eliminate costly travel and entertainment expenses. The allocators come to you.
- Low cost, non-recurring, capital acquisition – just a one-time participation fee.
- We position you for success by prepping you and your materials for the event.
All you do is provide us with a fund profile. We do everything else!

If you are a PM interested in speaking, or an allocator interested in attending, please get in touch with Jane Halsey on 212-717-9760 or email [email protected]

This year's Dallas Roundtable Forum will feature an extended program in conjunction with KPMG and Sponsor Partners, Akin Gump, Bloomberg and SS&C Advent.

The day will begin at 8am with the annual Dallas Roundtable Forum for allocators only. The Forum will feature small group interviews with 10 alternative investment managers pursuing various strategies.

The DFW Alternatives Symposium kicks off at 11:45am with educational panels and presentations tailored to managers. At 2pm, attendees of the Roundtable Forum will join the Symposium for panels and speakers of interest to both allocators and managers. Jim Dunn, CEO & CIO of Verger Capital will keynote. The day will end at 4pm with networking cocktails for all attendees.

For more information, please contact Jane Halsey on 212-717-9760 or email [email protected]

Raising assets? We can help!

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