institutional investors

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 Us for the 8th Annual Mastering Client Services and RFPs for Institutional Investors Conference

Our Principal, Nancy Vailakis will be a speaker at the upcoming 8th Annual Mastering Client Services and RFPs for Institutional Investors conference, taking place from March 20 – 21, 2023 at the Harvard Club in New York City. The event will illuminate strategies for uniting RFP and client service teams to advance operations and further client retention, …

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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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100 Women in Finance Cayman Islands panel discussion: Exploring an Uncertain Investment Environment

Reflect on the developments and trends that have impacted the alternative investments industry in 2022 as you anticipate 2023 On November 17th, Principal of Ancram IRBD, Nancy Vailakis, will be joining William Rinehart, the Chief Financial Officer of Prisma Capital, and moderator Joanne Huckle, a Partner at law firm Ogier, through 100 Women in Finance …

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Join Ancram IRBD at TSAM – The Summit for Asset Management East Coast Conference

The golden formula for client retention – Finding synergy between Marketing and Sales panel discussion At TSAM – The Summit for Asset Management East Coast in New York, Ancram IRBD Principal Nancy Vailakis and a remarkable group of speakers will delve into the topic: The golden formula for client retention – Finding synergy between Marketing …

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Short Memories Overriding Analysis

Is hope a sustainable strategy in the face of the uncertain market landscape? In the latest LP interview article, Nancy Vailakis spoke with Catherine Ulozas, the CIO of Drexel University’s endowment. As an experienced ex-bond trader, Catherine sees short-term sentiments and alpha-chasing overriding succinct analysis in today’s markets. Check out the conversation, covering this and …

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Phyt Cares 2022 Fundraiser 

Ancram IRBD is a proud sponsor of the Phyt Cares Gala 2022. Phyt Cares, a minority and women-led non-profit, is focused on teaching underserved youth about the importance of fitness. For more information, check out the fundraising page here, or for direct corporate sponsorship opportunities, please email Elana Margulies-Snyderman at elana@phytgym.com Phyte Cares Fundraiser (There …

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