Non-profit foundation investment considerations are evolving. Leena Bhutta, the CIO of the Doris Duke Foundation recently spoke with Nancy Vailakis in the context of this Q+A article for Emerging Manager Monthly: ‘Building For The Future: The Markets, Emerging Mgrs. & More: Q&A With Leena Bhutta’. Topics covered include: how to build an investment career in […]
Non-profit Foundation Insights with Leena Bhutta Read More
Specialization defines the modern outsourced CIO market. Matthew Wright of OCIO firm Disciplina Group shared his expertise in this recent interview article for Emerging Manager Monthly by Nancy Vailakis, entitled: “The Evolution Of The Outsourced CIO Landscape: Q&A With Matthew Wright”. Matthew provides insights about the specialization and evolution of the OCIO business, asset management
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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,
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How has regulation created ripples across the private funds industry? Nancy Vailakis, Principal of Ancram IRBD and host of the Ignite podcast, speaks to Heather Traeger, General Counsel and Chief Compliance Officer, and Denise Lopez, Assistant General Counsel of Teacher Retirement System of Texas (TRS) in Episode 5: Impact of Market and Regulatory Changes on
The Impact of Market and Regulatory Changes on Large Institutional Limited Partners Read More
Global FundWomen Week (“GFWW”) has been providing connections between female fund managers and institutional allocators since 2014. During GFWW, from December 4-8, 2023, attendees will have the opportunity to engage in targeted introductions, develop new relationships, and hear allocator perspectives with a diverse network of industry professionals. The in-person event on December 7th in New
What are the best credit and lending opportunities in today’s market? In a recent interview published by Emerging Manager Monthly: “Opportunities In Short-Term Credit & Asset-Based Lending”, Nancy Vailakis, Principal of Ancram IRBD LLC interviews Jason Plawner, the new Managing Director and Head of Investments of Old City Investment Partners. In this article, Jason dives
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