Join Us for the Upcoming 2022 InvestOps USA Conference

Our Principal, Nancy Vailakis, will be participating in two speaking engagements at the upcoming InvestOps USA conference, taking place from March 28-30, 2022 in Tampa. InvestOps USA by TradeTech is the biggest buy side investment operations conference for North America’s leading COOs and Investment Operations Heads, who will discuss topics around the latest front-to-back cross-asset …

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Join Us for the 7th Annual Mastering Client Services and RFPs Conference

Our Principal, Nancy Vailakis will be a speaker at the upcoming 7th Annual Mastering Client Services and RFPs for Institutional Investors conference, taking place from March 28-29, 2022 at the University Club of New York. Mastering Client Services and RFPs is a gathering of experts and marketing professionals designed to provide comprehensive guidance on RFP …

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How One Founder Is Using His Companies To Invest In Innovation And Address The Needs Of Family Offices

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 …

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How Phyt Cares Is Empowering Underserved Communities Through Fitness

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 …

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