On March 26th, join Ancram IRBD at the Financial Research Associates, Inc. 9th Annual Mastering Client Services and RFPs for Institutional Investors conference at the Harvard Club in New York. Nancy Vailakis will be moderating a talk with panelists Brian Rafferty, Investment Funds Counsel, Akin Gump and Annemarie Burgess, Institutional Consultant & RFP Analyst, Raymond James, […]
Specialization, personalization and technology in private wealth carry on, as does merger activity. Anna N’Jie-Konte of Re-Envision Wealth recently spoke to Nancy Vailakis about how wealth management is changing, in this latest Emerging Manager Monthly Q+A article titled: “RIA Looks To ‘Re-Envision’ Wealth Planning For People Of Color”. Topics include the democratization of financial planning,
Private Wealth Advisory’s Changing Landscape Read More
Nancy Vailakis, Principal of Ancram IRBD, will be directing a roundtable with Christine Kelleher, CIO of the National Gallery of Art, at the Global FundWomen Week in-person conference on December 7th in New York City. To join this event and an impressive group of investors, please find the registration link is here.
Christine Kelleher and Nancy Vailakis to direct a roundtable at Global FundWomen Week Read More
What investments look compelling in the current environment? In this latest Q+A article published by Emerging Manager Monthly: Preserver Partners CIO Excited About Partnership, Credit Markets, the Principal of Ancram IRBD LLC, Nancy Vailakis, interviews Caroline Lovelace, CIO + Portfolio Manager of Preserver Partners, and delves into what looks compelling from an investment perspective in the
Short Duration Credit and Asset Management Merger Read More
What are the most effective inroads into private wealth channels for private credit funds? Nancy Vailakis will be moderating a panel at SuperReturn Private Credit US 2023, on November 7th in New York. The talk is titled: Tapping into retail: crafting private credit’s unique proposition to retail investors; Nancy will be joined by: Tod Trabocco,
Join Ancram IRBD at SuperReturn Private Credit US Read More
Originally published in Worth, December 27, 2021 Family office needs and preferences have evolved in recent years. Many families have made broader moves into an array of direct investments. This activity—driven largely by an interest in lower fees and control—contrasts with the more classic pattern of diversifying family money away from the business that generated
Originally published in Worth, December 20, 2021 Fitness is a profound driver of overall health and well-being as every home-bound person knows at this point, nearly two years into the global pandemic. During my most recent interview for Worth, I spoke with Jonas Serrano and Elana Margulies-Snyderman of Phyt Cares, a minority and woman-led nonprofit focused
How Phyt Cares Is Empowering Underserved Communities Through Fitness Read More
