Vailakis

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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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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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

What is the optimal formula for combining marketing and sales efforts for optimal client retention? 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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