NANCY TABBARA, CAIA

Build and manage investor relations across managed fund strategies and discretionary mandates

• Develop and implement lead generation & investor relations strategies targeting various groups of investors including HNWs, family offices and other financial institutions. Cultivate and maintain strong relationships with new investors. Produce and distribute marketing & investor communication materials
• Handle full fundraising process and investor related queries across alternative investments in international private markets

• Evaluated proposed capital raises of various MENA based startups (post seed - series B). Assessed business plans, market opportunity & interviewed founders
• Led, executed and managed select fundraising strategies, overseeing the full process. Originated and cultivated relationships with new investors, created investor outreach materials and on-going updates. Organized and managed online and live investor engagement activities/ webinars/ curated events/ roadshows
• Set a clear vision for targeted investor outreach & effectively communicated complex start-up value propositions achieving higher conversion rates. Handled fully investor relations & shareholder communication post closure & upon exists

• Developed and executed wealth/ investment management strategies. Met with C-suite prospects to advise on strategic portfolio construction. Prepared and reviewed bespoke investment agreements. Generated a pipeline in excess of $150mn for discretionary portfolio mandates. Pitched & sold the bank's weekly investment ideas in global capital markets including structured products on equities, bonds, rates and FX

• Built and managed relationships with GCC based family offices & financial institutions across capital markets and managed funds. Handled fully investor relations post closure
• Created & pitched investment ideas on MENA equities and equity derivatives. Monitored sell side analysts, press, institutional flows & presented investors in 1x1 meetings. Portfolio handled in excess of $150mn. Arranged regional targeted roadshows, prepared and distributed portfolio updates and factsheets. Worked on three RFPS for a total of $350mn

• Supported coverage bankers in developing and executing wholesale and investment banking transactions. Analyzed financial statements, prepared projected cash flows and credit proposals. Proposed and cross sold the bank's capital markets solutions

• Worked on the execution of regional buy/sell side (M&A) transactions. Built DCF models and prepared sales/marketing memoranda. Seconded to Paris, France