alternative asset management

Private Wealth Advisory’s Changing Landscape

Specialization, personalization and technology in private wealth carry on, as does merger activity. Anna N’Jie-Konte, MBA, CFP 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 […]

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Ancram IRBD Founder Nancy Vailakis Moderating a Talk at SuperReturn Private Credit US

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,

Ancram IRBD Founder Nancy Vailakis Moderating a Talk at SuperReturn Private Credit US Read More

The Impact of Market and Regulatory Changes on Large Institutional Limited Partners

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

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Join Ancram IRBD at the 5th Annual Women in Private Debt Conference through LPGP Connect

Nancy Vailakis will be joined by an astute group of speakers on the topic of Manager Selection: How are LPs choosing managers in a competitive market. They will be addressing the topic of what LPs seek beyond fund performance, and how GPs can set themselves apart now that we’re in a new market regime.  Leslie

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Alternatives Watch CIO Talks Interview with Susan Webb of Appomattox Advisory 

Take a look at the newly published Alternatives Watch CIO Talks interview with Susan Webb of Appomattox Advisory, conducted by Ancram IRBD Principal Nancy Vailakis. Susan Webb is the founder, CIO, and CEO of Appomattox Advisory, Inc., which is a woman-owned advisory business focused on providing comprehensive Outsourced Chief Investment Officer services for institutional investors,

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Join Ancram IRBD at the SuperReturn Private Credit European Conference 

  Join Ancram IRBD Principal, Nancy Vailakis at the SuperReturn Private Credit European Conference taking place March 6 – 7, 2023 in London. Nancy will be moderating a panel discussion, with an exceptional group of speakers on the topic of Assessing Private Markets: Fund Structures and Vehicles Du Jour. She will be joined by:  Diana Celotto,

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Principal of Ancram IRBD™ recognized on Worthy 100 list for 2022

  Our Principal, Nancy Vailakis, made the prestigious Worthy 100 list for 2022 through Worth Media for her support of women in the alternative asset management fund industry. The list is compiled on an annual basis to celebrate the 100 people that made the biggest positive impact, including entrepreneurs, business leaders, and philanthropists.  Nancy Vailakis is

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New Fordham CIO Settles Into Role Amid Unsettled Markets

How are inflation, interest rates, war, COVID, and market volatility impacting investment decisions for prominent CIOs? In this recent FIN-News article, Principal of Ancram IRBD, Nancy Vailakis interviews Geeta Kapadia, the new Chief Investment Officer of Fordham University, about the responsibilities of her new position and how she is managing her portfolio allocations in the

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