Organization · Community
Roundtable Forum, LLC
Roundtable Forum, LLC is an independent allocator introduction and due diligence event organization based in New York, specializing in connecting alternative investment managers with qualified investors through structured forums.
Overview
What Roundtable Forum, LLC does
What Roundtable Forum, LLC is
Roundtable Forum, LLC is an independent allocator introduction and due diligence event organization based in New York, specializing in connecting alternative investment managers with qualified investors through structured forums.
How it participates in the startup ecosystem
The current public profile supports allocator and community and event host capabilities. Each capability below is shown separately so organization identity and role-specific information do not get conflated.
Operational profile
Organization status and context
Organization status describes the entity itself. Funding and program availability appear within the relevant capability profile.
- Operational status
- Active
- Organization type
- Community
- Founded
- Founded in 1999
- Approximate age
- About 27 years
- Structured capabilities
- Allocator · Community · Event host
- Last reviewed
- April 1, 2026
Official channels
Find Roundtable Forum, LLC elsewhere
Open the official website or a supported primary organization account.
Capability profile
Roundtable Forum, LLC as an allocator
Focus narrative
Roundtable Forum specializes in introducing alternative investment managers to allocators in a structured, small group format. The organization focuses on diverse investment strategies and caters to managers at various stages of development, from pre-launch to established funds. The forums are designed to facilitate direct discussions about investment strategies and trends among participants.
Mandate and fit
- Regions
- North America
Portfolio context
Portfolio context
The organization has featured over 1,000 managers and their funds across its forums.
Capability profile
Roundtable Forum, LLC as a community
Community overview
Roundtable Forum, LLC was founded in May 1999 by Jane Amanda Halsey in New York. It operates as an independent allocator introduction and due diligence event within the alternative investment industry. The organization has hosted a total of 90 forums across various cities including New York, London, Geneva, Zurich, Dallas, San Francisco, Palm Beach, and Hartwell, GA, featuring over 1,000 managers and their funds.
Community focus
Roundtable Forum specializes in introducing alternative investment managers to allocators in a structured, small group format. The organization focuses on diverse investment strategies and caters to managers at various stages of development, from pre-launch to established funds. The forums are designed to facilitate direct discussions about investment strategies and trends among participants.
Member value
Members benefit from intimate discussions and networking opportunities with qualified investors and fund managers. The organization provides a platform for managers to present their funds to a select group of allocators, fostering meaningful connections and insights into investment strategies.
Membership
- Pricing models
- fixed-tuition
Format and cadence
- Modality
- in-person
- Schedule
- rolling-admissions
- Commitment
- light
Audience and fit
- Audience
- Founders · Investors
- Benefits
- network-access
- Program types
- community
- Selection criteria
- application
- Regions
- Global
Community activity
Events and activity
Roundtable Forum conducts invitation-only events where managers present their funds to a select group of qualified investors. Each forum typically features 8-12 managers and 50-75 allocators, allowing for intimate discussions and networking opportunities.
Notable members
Notable members include Jane Amanda Halsey (Founder, President), Gary Lederman (Business Development Manager), and advisory board members such as Keith Benedict (CEO, South Summit Services, LLC) and Steven W. Caple (President, Unity Hunt, Inc.).
Capability profile
Roundtable Forum, LLC as an event host
Event focus
Roundtable Forum specializes in introducing alternative investment managers to allocators in a structured, small group format. The organization focuses on diverse investment strategies and caters to managers at various stages of development, from pre-launch to established funds. The forums are designed to facilitate direct discussions about investment strategies and trends among participants.
Format narrative
Roundtable Forum conducts invitation-only events where managers present their funds to a select group of qualified investors. Each forum typically features 8-12 managers and 50-75 allocators, allowing for intimate discussions and networking opportunities.
Format and cadence
- Startups can present
- Yes
Availability
- Registration state
- Not currently accepting
Audience and fit
- Selection criteria
- invite-only
- Audience
- Investors · Fund Managers
Speakers and past editions
Past editions
Roundtable Forum has hosted a total of 90 forums across various cities including New York, London, Geneva, Zurich, Dallas, San Francisco, Palm Beach, and Hartwell, GA, featuring over 1,000 managers and their funds.
Common questions
What to know about Roundtable Forum, LLC
Upseed classifies Roundtable Forum, LLC under the Community organization type. Its current public profile includes allocator, community, and event host capabilities.
Source and update disclosure
Know what this page is based on
Source basis
Public organization and program material, official websites, and structured Upseed records.
Last reviewed
April 1, 2026
Known limits
Capability profiles appear only when a structured public profile also contains decision-useful role evidence. Terms and availability can change.
Upseed is an independent guide. It is not affiliated with or endorsed by the organization described on this page.