RFP conference Archives - Ancram IRBD™

Join Us at the FRA Annual RFP Conference – March 25-26 in New York

Two talks providing insights about winning presentations and building client relationships Join Ancram IRBD Principal, Nancy Vailakis, who will be directing two dynamic marketing and sales discussions at this year’s Financial Research Associates (FRA) Annual RFP Conference in New York. The first session is titled “Beyond the Finals Deck: Winning Presentations for Institutional Clients” and […]

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,

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