Nancy Vailakis

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The Evolving OCIO Landscape

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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Join Ancram IRBD at the 9th Annual Mastering Client Services and RFPs for Institutional Investors conference

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,

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Private Wealth Advisory’s Changing Landscape

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,

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Short Duration Credit and Asset Management Merger

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

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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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Nancy Vailakis to Lead the Thought Leadership Committee for Global FundWomen Week 2023 through 100 Women in Finance

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

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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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