"The most human company wins." - Mark Schaefer

Being "human" comes naturally for our small, family-run company. We think about our clients as people first.

What ultimately attracted me to the alternative investment industry was not the money but the people. The diversity in terms of background, culture and human experience fascinates me. More than hearing about your fund strategy or what sector you're allocating to, first I want to hear about your interests and passions - we can get to the biz part later ;-) This need to truly connect with people is what drove me to host an experiment 20 years ago that became known as "Roundtable Forum".

1999 to 2019 - Celebrating 20 Years of Roundtable Forum!

I was tired of the conference scene - too many people, too many competing agendas. I wanted to create something smaller and more intimate where managers and qualified allocators could really talk and exchange ideas about alts opportunities in a relaxed, collegial atmosphere. That creative desire resulted in 75 successful Forums in NYC, London, Geneva, Zurich, Dallas, San Francisco and Palm Beach.

The need to get out from behind the screen and truly connect face-to-face to build and maintain relationships is more important now than ever before. Digital communications are largely ignored due to volume and people almost never answer their phones. So, several times a year in various cities, we create time and space for managers and allocators to gather efficiently and exchange ideas, network and start new relationships. We also hope there will be some talk at lunch about what you do for fun!

We're a small, family-run company. We answer our phones. We answer our emails. I talk with managers about their business development objectives. I talk with investors about what they're thinking and looking for. I'm Jane Halsey, and this is my company. I would be very pleased to discuss your needs with you. I can be reached on 212-717-9760.